Working with Spreadsheets

Formatting Text

In Spreadsheets, the cell and text formatting options are in the Edit tab. From there, you can format text, select cell alignment, and change number options. You can also insert or remove rows and columns, as well as lock cells from this tab.

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Using Colors

Select a color from the Background Color selector. If you'd like to use a color that is not in the color selector, enter the six digit hexadecimal code for that color in the field at the bottom of the color selector. These colors will be saved at the bottom of the color selection menu.

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Changing Value Settings

Select a value formatting type for a cell to automatically use that format each time you enter data in the sheet. Cells are set to Auto by default, but entering a currency symbol or comma separator will change the formatting to Accounting.

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Using Entered In and Shown In

You can adjust the precision of numbers in your Spreadsheet using the Entered In and Shown In options. Highlight a cell or range, then go to the Edit tab and select an option for Entered In to scale the values you enter or Shown In to define how to display the values. The displayed value of a cell may change based on these selections, but the exact value of the cell remains.

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Using Period Format and Display Options

You can choose how to display numbers in your Spreadsheet using the Period Display options in the cell Properties panel. This allows you to use the proper ISO format for XBRL, which is PnYnMnD. For example, if the life left in a building is 5.7 years, the ISO format is P5Y7M12D. To display that number as the more common 5.7 decimal number, use the Period Display options.

For more information about formatting decimals for XBRL, see Formatting Time Period Links - ISO Codes.

To change the period format, make sure you format the cell or range as Period from the Edit menu. Then select the cell or range and open the Properties panel on the right by clicking the gear icon.

Click Formats and click the Display drop-down to open the menu. Select an option to format the period placement. The cell value changes to the period format you select, but the exact value of the cell remains.

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Sorting Data

You can sort data in one column or for the entire table using the Sort feature from the Data tab. Select a column or data range to sort and click Sort from the Data tab.

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For a data range, specify if the range includes a header row or not, select which column you want to sort, and how you want the data sorted. Then click Sort.

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