A cool feature within Excel is the ability to format a cell’s value by pressing CTRL + 1 on any cell.

This brings up the Format Cells dialogue box and under the Custom category you can customize the Type to whatever you like and even insert symbols!

There are four formatting sections that you have to follow:

Positive format; Negative format; Zero format; Text format

You can view the Custom Number Formats blog post that explains this in more detail here

In our example below we want to enter a % Variance column in our data and insert the symbols ▲▼ to show a negative and positive variance.

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STEP 1: Enter a Variance calculation in a column, select the column’s variance numbers and press CTRL + 1 to bring up the Format Cells dialogue box

excel format cells dialogue box

STEP 2: Select the Custom category and select a number format type

Excel custom number format

STEP 3: Under the Type: area you will need to enter the text [green] at the start of the positive value string and enter the % sign at the end of the positive and negative value strings

excel type format cells dialogue box

STEP 4: Now select a blank cell and go to Insert > Symbol > Font: Arial > Subset: Geometric Shapes and then Insert the Up-Pointing Triangle and Insert the Down-Pointing Triangle and press Cancel

excel symbol characters

STEP 5: You will need to copy the triangles, select the variance numbers, press CTRL + 1 and paste the triangles before each positive and negative value string, then press OK

excel triangles in custom format

You now have your custom number formats with an upwards triangle for any positive %s and a downwards triangle for any negative %s

excel variance numbers

Watch the tutorial below:

Custom Symbols with Numbers

HELPFUL RESOURCE:

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