Column Presets
Practical starting points for shaping a more useful Excel workflow. Browse each preset, see where it can help, and open its guide before choosing how it fits your workbook.
Choose your preset.
Vertical 9:16 preview
Dropdown List
Present a controlled list of choices in a report column so entries can follow a consistent set of options. Confirm the intended choices before using it in a live workflow.
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Status Circle
Use a compact circle marker to make status values easier to scan. Define what each state means and keep a text label so the meaning isn’t conveyed by color alone.
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Colored Circle
Add a colored circular indicator to selected column values for quick visual grouping or emphasis. Pair the color with clear labels and readable contrast.
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Status Fill
Apply a fill treatment to status values so important states stand out in the report. Use a restrained, consistent palette and preserve readable text.
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Auto Number
Add a sequential number to report rows to make records easier to reference during review. Treat it as a display aid, not a permanent record ID unless configured that way.
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Comments Icon
Use a comment-related icon in a column to make rows with notes or discussion easier to notice. Keep the surrounding labels clear about what the icon represents.
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Email Icon
Use an email-related icon in a column to make email information or an email action easier to recognize. Test the configured behavior with sample records before relying on it.
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