Working with Shapes in Excel

Tips and Techniques for Microsoft Excel

Learn about the intricacies of shapes and their properties that can dramatically enhance your graphics capabilities. This article covers the basics of shapes, their fills, outlines, Z-orders, and how to manipulate points to create unique designs.

Key Insights

  • Altering the fill and outline of shapes can create more engaging graphics. The default properties of shapes can be changed to avoid repetitive adjustments.
  • The shift key can be used while drawing shapes to create perfect circles, squares, and lines at multiples of 45°.
  • The "Edit Points" feature allows manipulation of the vertices of shapes, giving flexibility in creating custom graphics.
  • The rotation feature allows full 360° manipulation of shapes, enhancing positioning options.
  • Shapes have a "Z-order" property that determines the layering of overlapping shapes. The order can be adjusted to fit visual requirements.
  • The "Selection Pane" under the Home tab offers additional control over layering and visibility of shapes, providing more complex design options.

Excel Power Features

  • Pivot Tables

    Summarize and slice large datasets without writing formulas.

  • Power Query

    ETL inside Excel — clean, reshape, merge, and load data sources.

  • Dynamic Arrays

    FILTER, SORT, UNIQUE, SEQUENCE — modern Excel functions that spill.

  • XLOOKUP

    Replaces VLOOKUP and HLOOKUP — exact match by default, works any direction.

This topic is incredibly vast, so I’m going to introduce you to some basic concepts and perhaps ones you’re not familiar with. For the longest time, I myself was frustrated with drawing an oval and always have it come out a solid blue, like this:

Default solid blue oval shape drawn in Excel

When what I wanted was this (so I could create images with a key piece highlighted with this circle):

Red outline circle with no fill used to highlight content in Excel

Each time I drew a circle I’d have to click on the Format tab (visible when the shape is selected), then Shape Fill, then No Fill:

Excel Bootcamp: Live & Hands-on, In NYC or Online, Learn From Experts, Free Retake, Small Class Sizes,  1-on-1 Bonus Training. Named a Top Bootcamp by Forbes, Fortune, & Time Out. Noble Desktop. Learn More.

Excel Shape Fill menu with No Fill option selected for an oval shape

Then I’d have to change the Shape Outline change the color to red:

Excel Shape Outline color picker with red selected for the shape border

And again to increase the width (weight) of the line:

Excel Shape Outline Weight menu showing line thickness options

I had to go through these steps each time. I eventually learned that after I did all that, I could right-click the shape and select “Set as Default Shape” (which I think should read something like “Set as Default Properties”):

Right-click context menu showing Set as Default Shape option in Excel

Then, the next time I click on the oval shape to insert it, I get the shape I want! If I choose a different shape, like the Bevel (3rd row on the left in the Basic Shapes section of the Insert/Shapes command),

Excel Insert Shapes menu showing the Bevel shape in the Basic Shapes section

I get this (after having set the default shape as above):

Bevel shape drawn in Excel with the custom default properties applied

By the way, if, when drawing an oval or rectangle, etc., I hold the shift key down, ovals are drawn as circles and rectangles are drawn as squares! Lines are limited to being drawn at multiples of 45°, etc.

Let’s look at another feature – working with the points of the figure. When you select the shape and right-click it, you get a command, “Edit Points”:

Right-click context menu on an Excel shape showing the Edit Points command

If I draw a simple rectangle and use Edit Points, I’ll see the shape with black handles:

Rectangle shape in Excel with black edit points handles visible at the corners

These can be clicked and dragged, like this (in this figure I clicked on the top right handle and then dragged down and to the left a bit:

Excel shape being edited with the top-right point dragged down and to the left

When I let go of the mouse it looks like this:

Modified Excel shape after dragging an edit point to a new position

If I select the object again and re-issue the Edit Points, then CTRL/click the top right point, the cursor changes to an “X”, and if I click it, I’ll see this:

Excel shape with a corner point removed using CTRL+click in Edit Points mode

This is a way to delete a point. To add a point, you can CTRL click anywhere on a line (not on a point). Doing this to the middle of the last figure gives me this:

Excel shape with a new edit point added to the middle of a line segment

And if instead I clicked near the top point, I’d see this:

Excel shape with a new handle point added near the top of the figure

Notice there’s a new handle (between the white squares) which can be dragged to a new place, like this:

Modified Excel shape after dragging an edit point to a new position

This can be repeated as often as you like. This next figure is the result of CTRL/clicking the previous figure at the middle of the bottom line, then dragging upwards:

Excel shape with the bottom line point dragged upwards creating a custom form

When you select a shape, you also get a rotation icon as seen at the top of this figure:

Excel shape selected showing the rotation handle icon at the top

You click that, hold the mouse, and drag left or right to rotate it. You have full rotation access (360°). For example, here the last figure rotated:

Excel shape rotated to a custom angle using the rotation handle

Shapes also have a property called the “Z-Order” which determines which shape is on top of overlapping shapes. Or perhaps which is on the bottom, or in the middle. Let’s make this clearer. Suppose I have 2 overlapping shapes – an oval and a rectangle (I colored the rectangle red):

Excel Shape Outline color picker with red selected for the shape border

It’s clear that the red one is on top of the blue one. You can change the Z-order of the rectangle by clicking on it and selecting “Send Backward” from the “Shape Format” tab in the ribbon (which shows only when a shape is selected.):

Excel Shape Format tab showing Send Backward option in the Arrange group

Then you see this:

Excel shape with a new handle point added near the top of the figure

I added a yellow triangle and sent it backwards so it looks like this:

Three overlapping shapes with a yellow triangle sent behind the oval and rectangle

What if I wanted the blue oval to be between the yellow and red? That is, I don’t want to send it to the back? The differences between sending it back 1 level or to the back all levels is found on the dropdown arrow of Send Backward (or Bring Forward):

Excel Send Backward dropdown showing Send Backward and Send to Back options

I have the option of sending backward (1 level) or Send to back (all levels).

One last way to alter the Z-order. On the Home tab, at the far right is Find & Select, and at the bottom of this is “Selection Pane.”:

Excel Find and Select menu with Selection Pane option at the bottom

This gives

Excel Selection Pane showing listed shapes with visibility toggle eyes

Here, I can make shapes invisible by clicking the “eye” next to it. Clicking it again makes if visible. If you click on the name, say “Oval 1”, the if you click the down arrow from this icon

Selection Pane reorder arrow icon for changing the Z-order of shapes

It changes the order and the Z-order!

Before:

Selection Pane showing shapes in their original Z-order arrangement

After

Selection Pane showing shapes after reordering with the arrow icon changing Z-order

Now it’s time to play! Or maybe put these techniques to good use!

Learn more in these courses

How to Learn Excel

Master Excel with Hands-on Training. Excel is the Leading Spreadsheet Application Used by over 750 Million People Worldwide.

Yelp Facebook LinkedIn YouTube Twitter Instagram