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InDesign CS6 New Features
Illustration by John Hersey

Retaining table headers and footers


From:

InDesign CS6 New Features

with Anne-Marie Concepción

Video: Retaining table headers and footers

If you do a lot of work with tables in InDesign, then you'll be happy to hear that now header rows and footer rows are maintained after you update from linked Excel files. And if that sounds like a bunch of gibberish, or it sounds vaguely familiar, let me recap what that's all about, and then I'll show you how it works. First of all, you have always been able to import Excel spreadsheets, like this simple one right here. You can just place that table data.xlsx file and then format that spreadsheet into a table. If you remember to turn on the linking option, Link to Imported Spreadsheets and Text Files, which is an option in Preferences, then when you place it, it becomes link to the table that you format.
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  1. 1m 59s
    1. Welcome
      57s
    2. Using the exercise files
      1m 2s
  2. 14m 23s
    1. Exploring interface tweaks
      6m 56s
    2. Examining the new tools and dialog boxes
      7m 27s
  3. 32m 41s
    1. Working with the Conveyer tool
      10m 7s
    2. Linking objects
      12m 11s
    3. Mapping styles
      10m 23s
  4. 50m 5s
    1. Understanding flexible layouts
      8m 16s
    2. Working with Alternate Layout
      12m 52s
    3. Understanding Liquid Layout rules
      7m 30s
    4. Using the basic Liquid Page Rule options: Scale, Re-center, and Based on Master
      6m 52s
    5. Applying guide-based Liquid Layout rules
      8m 10s
    6. Applying object-based Liquid Layout rules
      6m 25s
  5. 14m 51s
    1. Working with flexible columns
      3m 27s
    2. Auto-sizing text frames
      5m 28s
    3. Exploring the primary text frame
      5m 56s
  6. 8m 15s
    1. Accessing recently used fonts
      2m 9s
    2. Applying Keep settings to spans and tables
      2m 45s
    3. Fitting frames to different types of text content
      3m 21s
  7. 28m 27s
    1. Using advanced EPUB 2 export controls
      9m 12s
    2. Exporting an EPUB 3
      9m 16s
    3. Inserting HTML and Edge content
      9m 59s
  8. 28m 4s
    1. Reviewing the new Form tools
      7m 21s
    2. Creating and previewing a basic form
      14m 40s
    3. Testing the form in Acrobat
      6m 3s
  9. 21m 24s
    1. Aligning selections to a key object
      2m 17s
    2. Using Save As to create a file for earlier versions of InDesign
      1m 40s
    3. Retaining table headers and footers
      2m 58s
    4. Importing RTFD and exporting to PNG
      4m 38s
    5. Using smart math in fields
      2m 13s
    6. Exporting interactive PDFs as pages
      1m 9s
    7. Previewing and exporting grayscale PDFs
      2m 22s
    8. Using the new world language support
      4m 7s
  10. 1m 6s
    1. Next steps
      1m 6s

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InDesign CS6 New Features
3h 21m Appropriate for all Apr 23, 2012

Viewers: in countries Watching now:

InDesign CS6 is dedicated to improving workflow, document distribution, and flexibility. This course provides in-depth exploration of the new features in InDesign CS6, showing not just where they are and how to use them, but also tips, workarounds, and practical applications of the features. Author Anne-Marie Concepción introduces the Liquid Layout tools and Alternate Layouts for creating flexible layouts for both print and digital publishing; the enhanced tools for creating and updating linked objects within and between documents; the Content Collector and Content Placer tools; and the introduction of EPUB 3. The course also covers creating interactive PDF forms, using the new primary text frame, previewing and exporting color layouts to grayscale, and utilizing the new production aids such as aligning selections to a key object and using smart math in panel fields.

Topics include:
  • Working with the Conveyor tool to link objects and map styles
  • Applying Liquid Layout rules
  • Using flexible columns
  • Creating auto-sized text frames
  • Accessing recently used fonts
  • Fitting frames to more types of text content
  • Exporting to EPUB 2 and 3 using new controls
  • Inserting HTML and Edge content into a layout
  • Creating a PDF form with interactive text, radio, and checkbox fields
  • Mapping text styles in linked objects
Subject:
Design
Software:
InDesign EPUB
Author:
Anne-Marie Concepción

Retaining table headers and footers

If you do a lot of work with tables in InDesign, then you'll be happy to hear that now header rows and footer rows are maintained after you update from linked Excel files. And if that sounds like a bunch of gibberish, or it sounds vaguely familiar, let me recap what that's all about, and then I'll show you how it works. First of all, you have always been able to import Excel spreadsheets, like this simple one right here. You can just place that table data.xlsx file and then format that spreadsheet into a table. If you remember to turn on the linking option, Link to Imported Spreadsheets and Text Files, which is an option in Preferences, then when you place it, it becomes link to the table that you format.

So here you see we have a link to that table data, and that's why we have the little link badge here on our table. Let's zoom in a bit. So this is still all old news, and the beauty of linking to the Excel files, as any table person will tell you, is that when somebody updates that Excel file, you know, the boss or the person in charge of updating all the data, and they save changes, then you're notified that your table is out of date in the Links panel. That's where you'd have to look in the old versions, and now that we have our link badges, we can see it right on the object.

Now the problem was that if you formatted your table correctly using cell styles and table styles and you also had a header row--you know, one of those rows that appear at the top of every table--if it's threaded among multiple text frames, then when you would update the Excel file, you would lose the fact that this is a header row, and it would revert to really bad formatting, because you actually have to select that row and specify that it's a header row from here, which it already is. All right! So we got that, and we are clear on that? Now the deal is that it doesn't happen anymore.

Our header rows will be maintained after we update. Again, none of this works if you use local formatting to format everything. You have to remember to go to the Styles panel and create table styles. This is a materials table that uses cell styles, and all these have been formatted with cell styles. So as long as you're using a style- driven workflow, you will be able to maintain all of this work, even after you update the data. So let's try it out. I am going to go to Excel, and let's change the Day for Fashion Design to Tuesday and Thursday, and then I'll save my changes. And now let's go back to InDesign, and we see that it's out of date.

I can click on the out-of-date badge with my Selection tool. And the first time that you do this, you are going to get this warning that says, are you sure, because you have made some changes to this data since you have first imported it, and you're going to lose these edits, with the exception of changes applied to spreadsheets through cell or table styles, when you update. So you can ignore this if you've been using styles. Click Yes. There it is. Nice and simple. All right, no-brainer. You will be able to move a little bit more quickly through your table updating by not having to constantly reapply header and footers to your tables in CS6.

There are currently no FAQs about InDesign CS6 New Features.

 
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