Design texts in Excel

The “Layout” menu ribbon makes working with firesys in Excel easier. There are a number of options which you can use to change your document’s layout quickly and easily according to your requirements.

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Formatting text

Select line types

Here you can assign a line type to the currently selected cell. Predefined styles are available for the table header and table body.

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	Good to know
	It is sufficient to select a cell in a column and assign one of the predefined styles to it - firesys automatically assigns the selected style to the complete table row.

Datei:RxebRowType 16.png Show style

Indicates which format style is currently in use in the selected cell.

Bold

Formats the selected text in bold.

Italic

Formats the selected text in italics.

Decrease / increase indent

Insert of remove a tab in the selected Excel cell.

Connect and centre

Connects selected Excel cells and aligns the cell content to the centre.

Highlighting

Highlight entire columns or individual cells in Excel with a defined background colour or remove the highlighting. In Excel, a pattern is set across the selected cells so the background and font colours are easily recognizable. Depending on the layout, various highlights are available (e.g.: previous year, current year, ...).

Highlight

A detailed explanation of the individual steps

How to use the highlighting functions of firesys:

1. Open an Excel workbook and select the cells you want to highlight on the worksheet.

2. Click on the "Highlighting" button in the "Formatting" group in the "*Design" menu band and select the "Highlighting (yellow)" function.
   →The selected cells are highlighted in yellow.

3. Now switch to the corresponding Word document and select the appropriate table.

4. Click on the button "firesys settings" in the group "firesys" and select the tab "Data from Excel".

5. In the group "Hide numbers" you can activate the function "Transfer highlights from Excel".

6. Now you can close the firesys settings.

7. Click on the "*Contents" tab, in the "Excel Data" group on the "Update*" button.
   → The selected table is updated and the highlighted cells are highlighted in yellow.

Colours cells in Excel yellow or removes this highlighting so that this can be transferred to Word. This way, numbers or texts in tables, that have not been defined yet, can be highlighted sustain-ably.

Hide numbers

A detailed explanation of the individual steps

To use the highlighting functions of firesys:

1. Open an Excel workbook and select the cells you want to highlight on the worksheet.

2. Click the "Highlighting" button in the "Formatting" group in the "*Design" menu band and select the "Hide numbers (red)" function.


→ The selected cells are highlighted in red.

3. Now switch to the corresponding Word document and select the appropriate table.

4. Click on the button "firesys settings" in the group "firesys" and select the tab "Data from Excel".

5. In the "Hide numbers" group, you can activate the function "Hide Excel cells with a red background during import" and then specify the number of X-characters to replace the numbers.

6. Now you can close the firesys settings.

7. Click on the "*Contents" tab, in the "Excel Data" group on the "Update*" button.
   → The selected table is updated and the numbers are replaced by X-characters and a magenta highlighting.

Colours selected cells red or removes this highlighting so that the cells can be replaced with Xs in Word. This function is useful if you want to transfer your confidential data to external parties, e.g. your translator.

Ignore number format

A detailed explanation of the individual steps

How to use the highlighting functions of firesys:

1. Open an Excel workbook and select the cells you want to highlight on the worksheet.

2. Click on the "Highlighting" button in the "Formatting" group of the "Design" menu band and select the "Ignore number format" function (green).
   → The selected cells are highlighted in red -

3. Now switch to the corresponding Word document and select the appropriate table.

4. Click on the button "firesys settings" in the group "firesys" and select the tab "Data from Excel".

5. In the "Hide numbers" group, you can activate the function "Hide Excel cells with red background when reading in" and then specify the number of X-characters to replace the numbers.

6. Now you can close the firesys settings.

7. Click on the "*Contents" tab, in the "Excel Data" group on the "Update*" button.
   → The selected table is updated and the number format is kept as desired and is not replaced by the format defined for the numerical values in Word.

Highlights the selected cells in green or removes the highlight. The contents of the cells highlight-ed in green (e.g. the term “Chapter 2.1”) are ignored when the number format of language-numbers is used.

Import brackets

A detailed explanation of the individual steps

1. In Excel, select the appropriate worksheet and cells.

2. In the "Design" ribbon, in the "Formatting" group, click the "Highlight" button (shown as a bucket icon).

3. Select the "Import brackets" (blue) option.
   → Select a width for the new table - The selected cells are highlighted in blue in Excel.

4. Switch to the corresponding Word document in which the Excel table is linked and select the appropriate table.

5. In the "Contents" menu, in the "Excel Data" group, click on the "Update current Excel object" button.
   → The selected table is updated and the numerical values from Excel are replaced by the numbers in brackets.

In the past, numbers in brackets were shown as negative numbers in Word. When you apply the “import brackets” function to Excel cells, numbers in brackets (e.g. information from the notes) are transferred to Word when updating. When the number format of languagenumbers is used, they are not recognized as negative numbers and therefore remain in the table as numbers in brackets. This is particularly useful if you want to display information from the notes with brack-ets in your tables.

Strikethrough

A detailed explanation of the individual steps

How to use the highlighting functions of firesys:

1. Open an Excel workbook and select the cells you want to highlight on the worksheet.

2. Click the "Highlighting" button in the "Formatting" group in the "*Design" menu band and select the "Cross over (light blue)" function.
   →Selected cells are highlighted in light blue.

3. Now switch to the corresponding Word document and select the appropriate table.

4. Click on the button "firesys settings" in the group "firesys" and select the tab "Data from Excel".

5. In the group "Hide numbers" you can activate the function "Transfer highlights from Excel".

6. Now you can close the firesys settings.

7. Click on the "*Contents" tab, in the "Excel Data" group on the "Update*" button.
   →The selected table is updated and the cells highlighted in the Excel document are crossed out.

Highlights the selected cells in light blue or removes this highlight again. With cells that are highlighted in light blue, two diagonal lines are set when they are imported into Word. This can be used in reports, for example, which are created in accordance with the Solvency II Standard.

Conditional formatting

Find trends and patterns in your data easily with the aid of bars. Colours and symbols visually highlight important values. The conditional formatting can be transferred to Word.

The transfer of the background and font colours of an Excel cell is available to you in all firesys documents. The relevant option must be activated in Word for the transfer. In the firesys layout, you can also integrate icon sets in tables.

Case study: Application of a colour scale

A detailed explanation of the individual steps

To assign a colored conditional formatting to table cells:

1. Open the worksheet in Excel and select the cells to which you want to apply conditional formatting.

2. Click on the "Conditional Formatting" button in the "*Premium Layout" ribbon.

3. Select the "Color Scales" submenu from the drop-down menu - and select the desired color scale.
   → The selected cells are now highlighted, depending on the selected formatting scale.

Case study: Display of arrow symbols

A detailed explanation of the individual steps

To assign a colored conditional formatting to table cells:

1. Open the worksheet in Excel and select the cells to which you want to apply conditional formatting.

2. Click on the "Conditional Formatting" button in the "Design" ribbon.

3. Select the "Directions" submenu from the drop-down menu - and select the desired arrow constellation.
   → The selected cells are now provided with colored arrows, depending on the selected formatting direction.

4. Switch to the Word document in which the linked table was included.

5. Open the firesys settings and check that the function "Set highlighting" is selected in the group "Table layout and structure" in the tab "Data from Excel".

6. Select the desired table - and execute the function "Update selected object" in the menu band "Contents" in the group "Excel data".
   → The table is now updated and the corresponding conditional formatting with is applied to the table.

Case study: The use of conditional formatting with font adaptations

A detailed explanation of the individual steps

To assign a colored conditional formatting to table cells:

1. Open the worksheet in Excel and select the cells to which you want to apply conditional formatting.

2. Click on the "Conditional Formatting" button in the "Design" ribbon.

3. Select the "Cell highlighting rules" submenu from the drop-down menu - and select the desired criterion.
   → A dialog opens where you can specify the behavior of the conditional formatting more precisely.

4. Select the "custom format" option in the right-hand selection dialog.

5. In the dialog that now opens, select the desired font to be used when the conditional formatting is displayed.

6. Save the Excel document and switch to Word.

7. Make sure that the setting "Font color" is activated in the group "Data from Excel" in the submenu "Table design and structure" in the firesys settings.

8. Execute the "Update" function in the "Excel Data" group in the "*Contents" menu band.
   → The table is updated and the conditional formatting is applied to the table.

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See also

Design an Excel document
The StyleGuide in Excel
Excel-areas
Formulas
Views and comments in Excel

Further contents

→ firesys website
→ Customer area
→ YouTube