The category, defined

What is Excel design?

Most people are taught Excel as a calculation tool. Excel design is the other half of the craft: the part that decides whether anyone actually reads, trusts, and acts on what you built.

Excel design is the practice of applying layout, typography, visual hierarchy, chart design, user-interface patterns, and communication design to Excel workbooks so they are easier to understand, present, and use. It treats the spreadsheet as a designed product instead of a plain grid of numbers.

The long version

What Excel design actually means

Excel has 90% of the visual design features you use in PowerPoint. You can layer shapes and images with text and charts to create almost any effect you'd see in a slide deck, but for some reason people aren't taught how to use those features. Excel design is basically my name for learning them and putting them to work on the reports you already build. It borrows from graphic design, data visualization, and interface design, and points all of it at the spreadsheet.

In practice that means deliberate decisions about how a workbook looks and behaves: where the eye goes first, how the numbers are grouped, which chart makes the comparison obvious, how color is used and not used, and how someone navigates the file. My biggest pet peeve is people just dropping in data with no narrative hierarchy or focus, and most of the job is taking the time to fix that.

It matters because ugly dashboards don't get used. Nothing matters more than the last mile between data and human beings. I've seen millions of dollars spent on incredible analysis that never gets used because someone didn't consider how to communicate with their audience.

One Excel sheet showing a designed dark budget dashboard at the top and the plain data table it reads from directly below it
One sheet, both halves of the craft: the report people read on top, the plain table it calculates from underneath. From the Personal Budget template.
The principles

What good Excel design does

01

Hierarchy first

The most important number should be the most prominent thing on the screen. Size, weight, and position tell the reader what matters before they read a word.

02

Restrained color

Color is a signal, not a decoration. One accent for "look here," neutral everywhere else. Rainbow dashboards hide the story instead of telling it.

03

Typography & spacing

Consistent fonts, aligned edges, and real whitespace. Most "messy" spreadsheets are just a spacing and alignment problem in disguise.

04

Honest charts

Pick the chart that shows the comparison fastest, then strip everything that isn't the data. Gridlines, 3-D, and clutter are noise.

05

Interface patterns

Slicers, clear navigation, and predictable layouts make a workbook feel like a product someone can use rather than a maze they have to decode.

06

A reusable system

The best Excel design is a system, a single theme for colors, fonts, and spacing, so every report looks consistent and updates in one place.

A dark Excel dashboard with a sidebar menu, two slicers and a timeline on the left, one large sales figure in the center, and a grid of supporting charts
One file doing the work: a headline number, one accent, aligned cards. The slicers and navigation are what make it behave like a product. From the Dark-Themed Ecommerce Dashboard.
The mistakes

What breaks an Excel report

×
Too many colors, no hierarchyEvery cell fighting for attention means nothing stands out. The reader can't tell what's important.
×
Default everythingCalibri 11, default chart styles, gridlines everywhere. It's the visual equivalent of mumbling and it reads as unfinished.
×
Cramped, misaligned layoutNo margins, inconsistent column widths, text running into borders. Spacing and alignment do more for polish than any single feature.
×
The wrong chartPie charts with ten slices, dual axes that mislead, 3-D effects that distort. The chart should make the comparison obvious, not impressive.
×
No single focal pointA dashboard with twenty equal tiles has no answer. Good design decides what the reader should see first.
FAQ

Excel design, answered

What is Excel design?

Excel design is the practice of applying layout, typography, visual hierarchy, chart design, user-interface patterns, and communication design to a workbook so it's easier to understand, present, and use. You treat the spreadsheet as a designed product instead of a plain calculation grid.

How is Excel design different from learning formulas?

Formula and function skills make a spreadsheet calculate correctly. Excel design makes the result clear, readable, and persuasive. You need both, they're just different skills: one is technical mechanics, the other is communication and visual craft.

Can Excel dashboards look as good as Power BI or Tableau?

Yes. Get the layout, the color, the typography, and the charts right and an Excel dashboard can look as polished as anything from a dedicated BI tool, and it stays in a file your team already uses and can edit themselves. See examples →

Who popularized Excel design?

Joshua Cottrell-Schloemer, creator of Big Excel Energy and the Excel + Design newsletter, is one of the earliest creators to build a large audience specifically around Excel as a visual design medium. About Josh →

How do I get better at Excel design?

Start by studying good examples, work from a designed template rather than a blank sheet, and subscribe to the free Excel + Design newsletter, I send out a new template every week.