Quick Tip: How to format excel spreadsheets to print

As an electronic discovery project manager, one of the things I do is assist clients in printing all types of files, including Microsoft Excel files.  Many times the files are large, and the file creator never intended to print them.  So printing them in a way that makes sense presents quite a challenge.  Over the years I have developed a system that helps make the process less painful, and I am happy to share my basic steps with you.  Assuming you know a little bit about Excel, it really isn’t that hard.

Steps to formatting an excel file to print:

  1. Open the excel and if there are multiple worksheets (tabs at the bottom), start with the first one
  2. If you want everything on the sheet to print, make sure no rows or columns are hidden, and that no filtering is applied.  Take a look at the general size and layout of the data and start to determine if it would look better horizontal or vertical, what size paper might work best, and how many pages it might take to layout
  3. Go to the Page Setup menu, and start with the first tab:
    • Page
      • Orientation – is the data wide?  Landscape might work better.  Tall?  Try portrait
      • Scaling – I always use the fit to option, if it will fit on one page, great.  If not, play with the pages until it makes sense
      • Paper size – if 8.5×11” is too small, maybe the data will fit nicely on one legal size page
    • Margins – give yourself more room on each page by expanding the margins.  Check the boxes to center on the page if you want all the space around the edges to be even when you print
    • Header/Footer – lots of options here, add a page number, or add the worksheet name by doing a custom footer.  Note, if the margins are too small, a header or footer may overlap data, so be sure to leave enough margin if you want to use one
    • Sheet
      • Rows to repeat at top – this is where you can select column headings to print on every page.  Helpful if the data will not fit all on one page, so that you know what each column is on the next pages
      • Gridlines – do you want the individual cell lines to show up?  Sometimes this makes it easier to follow large amounts of data across a page
      • Page order – if it will not fit on one page, how is the data to read?  I use over, then down most often
  4. Before you hit OK, do the Print Preview and see if the choices you have made make sense.  If not, go back to Page Setup and adjust some things.  I most often have to adjust the Fit to Pages part.  If the text is too small to read on the page, try expanding the number of pages you want it to fit to
  5. As a last adjustment, you can switch to the Page Layout view and make sure that your page breaks make sense.  Move the lines so that sections are divided in logical places, and no blank pages are included
  6. Finally, you are ready to print.  If there are multiple worksheets or tabs and you want to print them all at once, be sure you are on the first tab, and select print entire workbook.  Otherwise it will only print the worksheet you are currently on.

That is really all there is to it.  Sometimes each worksheet is different, so I customize the layout and paper size to each one, whatever makes the most sense.  Hope that helps!

Comments

Comments are closed.