5 Tips for Mastering Tables
Technology | Connections Editor | Sep 4 2019
Last month, Applied Client Network hosted a webinar on Microsoft Word template formatting for Applied TAM and Applied Epic users at the intermediate level. According to webinar host Julie Boren, tables help keep important data in an organized, clean view. The goal of the webinar was to educate users across platforms on the use of tables and their respective capabilities. Continue reading for some of the top tips covered during the session.
Tip 1: Adjusting Table View
After creating a table in Microsoft Word, consider toggling to “View Gridlines,” which allows you to see, and adjust, the width of the table cells that contain data. This makes manipulating and aligning cell values much easier.
Tip 2: Page Breaks
In Microsoft Word, as text gets closer to the end of a page, it naturally splits and continues onto a subsequent page, which is less than ideal when it comes to table data since splitting cell contents can cause confusion. To prevent a table from breaking across pages, toggle to the “Row” tab in “Table Properties” and uncheck the box next to “Allow row to break across pages”. This will ensure that table data stays connected in a continuous view.
Tip 3: Signature Tables
Signature tables are frequently used in insurance documentation. To successfully create signature and date lines in Microsoft Word, create a 3x2 table and follow the process for adding borders, removing all borders aside from the center line. Then, select the center column on the table, toggle to “borders” and remove the central line. From there, you can enter the appropriate name and date in the cells beneath the line.
Tip 4: Adding Headers
To add a header throughout Microsoft Word document/report, either double click the top of the page to edit the existing header space, or navigate to the “Insert” tab and use the “Header” drop-down to easily choose a specific header style. Adding a header helps you to unify the look of the entire document when presenting your tables/data.
Tip 5: Borders and Shading
To quickly enhance the aesthtic of your table, right click the table and toggle to “Table Properties.” Once the box appears, choose“Borders and Shading” and navigate to the “Borders” tab. From here, you can modify the thickness and bolding of the lines in your table. To add colors to various cells in your table, choose the “Shading” tab and select a color in either the standard or custom palette.
Additional Table Tips
When creating tables, keep in mind that they can be copied and pasted to other documents, yet while the tables themselves can be transferred, the data cannot. If you find yourself frequently using different table types, create a table “cheat sheet” where you can store pre-built tables. Once create, you are then able to copy and paste the table into new documents as opposed to re-creating each table from scratch.
Don’t miss the next Applied Client Network webinar! Visit our store to access Webinar Replays, including the August 2019 session on “Microsoft Word - Intermediate Formatting for Templates.”
Tags: Technology , Insurance , Microsoft Word , Data Tables