Formatting a Table in the Board M365 Excel Add-in allows users to adjust how the retrieved data appears in Excel. After the Table displays, use standard Excel formatting tools such as number formats, fonts, colors, and conditional formatting to improve readability and highlight key values.
Formatting options are available only when Pivoting is enabled.
How to format a Table
To format a Table:
There are two ways to start formatting a Table:
Select Format Table from the Board ribbon.
Select the Table icon on the Task pane and enable Format.
After enabling Format, four features display. Select the format category dropdown in which you want to format and configure the settings according to the specific category as described in the below paragraphs.
Quick Formatting. Like in excel, preconfigured formats are ready to choose and apply automatically.
Table Format. Controls formatting at the Table level, such as the overall style applied to the Table output. Use Table Format to keep a consistent look for the entire Table.
Field Format. Applies formatting to specific fields, such as number formats and how values display. Use Field Format to standardize how each field appears.
Field Templates. Saves and reuses field-level formatting patterns. Use Field Templates to apply consistent formatting to the same fields across multiple Tables or refreshes.
Formatting applied outside the Board-managed Table area remains in place when refreshing or re-executing the Table.
Formatting applied inside the Board-generated area can reset when the Table is re-executed, especially if the result size or structure changes.
Table format
Open Table format to apply formatting to the entire Table.
Configure the following settings in the Colors section. Select the format category dropdown in which to format and configure the settings according to the specific category as described in the below paragraphs.
Table element. Select the part of the Table to format (for example, the grid).
Background color. Click on the color swatch to open the color picker, then select the desired background color.
Foreground color. Click on the color swatch to open the color picker, then select the desired foreground color.
Border color. Click on the color swatch to open the color picker, then select the desired border color.
To remove your custom changes for this section, select the reset arrow in the Colors header .png){kind=small}
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In Table border, set the Table border color and thickness.
In Table fonts, set the Table text color.
To remove your custom changes for this section, select the reset arrow (
).7. Select Apply to save your overall changes, Discard to undo them, or Reset to default to restore the default format.
If the Table structure changes after refresh, Board might reset formatting applied to Board-managed cells.
Field format
In the Format section, expand Field Format.
In Field, a list of available fields displays. Select the field to format.
Board applies your formatting changes to the selected field.
Select Field Element to choose which part of the field to format:
Header. Applies formatting to the column header only.
Values. Applies formatting to the detail values in the column.
Totals. Applies formatting to subtotal rows (when totals are displayed).
After selecting the field and field element, set the background color, border color, thickness, font family, font size, and font color. Toggle B, I, or U to apply bold, italic, or underline the font.
Select the reset arrow to restore the default value for the settings.
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in Alignment, choose the vertical position of the field: top, middle, or bottom, and its horizontal position: left, center, or right.
In Content Format, select a category (for example, General) to control how values display.
In Symbol Before and Symbol After, add an optional symbol or unit (for example, %).
Set decimal digits with the slider or by typing a value.
Select Format negative numbers with Parentheses to show negative values in parentheses.
Select the reset arrow to restore the default value for the settings.
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Field Templates
Expand Field Template in the Format section. Users can select a field and a template.
In Field, a list of available fields displays. Select the field in which to apply the template.
Select Template to see the available templates in the dropdown and select one.
After selecting a Field and a Template, click on Reset to default to restore the default settings and remove all custom template selections.
How to refine data after formatting
After the Table displays, users can further analyze and customize the worksheet using Excel features while keeping the underlying Board configuration.
Add custom rows, columns, and formulas outside the Board-managed Table area to support ad-hoc analysis.
Use Excel formulas that reference Table cells as you would in any worksheet.
Keep custom formulas and calculations outside the dynamically populated Table range to avoid overwriting content when the Table is refreshed or re-executed.
Configure alerts and advanced formatting logic using the dedicated features in Board, not in the Excel Add-in Table editor.