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Creating, editing, and deleting headers and footers

From: Excel for Mac 2011 Essential Training

Video: Creating, editing, and deleting headers and footers

When you look at a printed worksheet for the first time, it can be difficult to determine exactly what kind of data the worksheet contains, when it was last updated, and so on. You can include information, such as the file name, the date the file was printed, and a page number at the top or bottom of each printed page by creating a header or a footer. When you want to create a header or a footer, you can display the worksheet to which you want to apply the header or footer, and then click the Layout tab and then click the Header & Footer button. When you do, Excel displays the Header and Footer page of the Page Setup dialog.

Creating, editing, and deleting headers and footers

When you look at a printed worksheet for the first time, it can be difficult to determine exactly what kind of data the worksheet contains, when it was last updated, and so on. You can include information, such as the file name, the date the file was printed, and a page number at the top or bottom of each printed page by creating a header or a footer. When you want to create a header or a footer, you can display the worksheet to which you want to apply the header or footer, and then click the Layout tab and then click the Header & Footer button. When you do, Excel displays the Header and Footer page of the Page Setup dialog.

I'm going to walk you through the process of creating a header. Everything I show you for creating headers you can do creating a footer. You just use, instead of the controls at the top of the dialog, you use the controls at the bottom. Excel comes with a number of headers pre-made. If you want to add one of those, you can click this list box down arrow and then select one of the pre-made headers from the list. Let's say that you want to show the worksheet name and the page number. To do that, you'll just click Sheet1, Page1. Excel displays Sheet1, Page1.

That's what will appear on the first printed page of this worksheet. If the worksheet spills over to a second printed page, then it would say Sheet1, Page2. If you want to get rid of a pre-made header, you can click this list box button again and click none. But let's say that instead of using one of the pre-made headers, you want to create a custom header. To do that, you click Customize Header and use the controls in the Header dialog to create your header for you. A header is divided into three separate sections. The Left section appears at the left side of the page, and all of the text or graphics inside of it are aligned to the left.

So if you start typing, the text appears on the left side of the box. The Center section is aligned to the center. If you start typing, all the text appears centered within that area. On the Right side, everything is aligned to the right, against the right edge. So let's say, for example, that I wanted to add something to the Right section, to appear at the top right corner of every printed page of the current worksheet. I can use the controls here in the Header dialog to add the page number, the number of printed pages, the date, the time, the file path - that is where on your computer or on your network the file is located - the name of the file, the sheet name, or you can also insert an image.

I'll show you how to do that later in the movie. Let's say that I want to create a header where I have the page number and the number of pages separated by the word 'of.' So, for example, I would have page 1 of 5. To do that, I click in the Right section and then click the Insert Page Number button, and Excel inserts the header code for the page. Type a space, type the word 'of' and then type another space. The space doesn't show, but it is there. You'll see in a second. Now I want the total number of printed pages, so I can click the Insert Number of Pages button, and Excel inserts that code.

Now that I have that in place, I'll show you what it looks like within the worksheet. So, I'll click OK, click OK again, and I'm back in my worksheet. If I want to see the headers, I can click again on the Layout tab, the Page Layout View button. When I do, Excel displays my worksheet in Page Layout View. That shows me how the page will look when it's printed. You can see here in the top right corner, in the header, I have 1 of 1. Now I'm going to switch back to the Header & Footer dialog box and Customize the Header.

If you want to delete elements of a header, you can simply highlight them and press the Delete key. Now let's say that you want to add an image, such as a company logo, to a worksheet. If you want to put the image in a header, you can click the header section where you want to add it. In this case I'll do it on the left and then click Insert Picture. In the Exercise Files folder, you can scroll down and click TwoTrees.jpg. That is the correct file. Click Insert, and Excel displays the picture.

Now let's say that there is something about the picture that you want to change; maybe you want to change the color, or you want to crop it, or whatever. If you want to edit the picture that's inside of a header without going outside of Excel, you can select it and then click Format Picture, and you can use the controls in the Format Picture dialog to work with your picture. I'll show you how to use this later on the course. But for now, we'll just leave the picture where it is. Click OK, click OK again, and we've added the image to our worksheet.

Adding headers and footers to your worksheets lets you add valuable, contextual information to your printouts and when users view your file in Page Layout View. They are especially useful when you create printouts and want to number the pages in case they somehow get out of order.

Show transcript

This video is part of

Image for Excel for Mac 2011 Essential Training
Excel for Mac 2011 Essential Training

100 video lessons · 30441 viewers

Curt Frye
Author

 
Expand all | Collapse all
  1. 1m 58s
    1. Welcome
      1m 16s
    2. Using the exercise files
      42s
  2. 20m 56s
    1. Exploring the Excel 2011 window
      4m 16s
    2. Introducing the Ribbon for Mac
      4m 44s
    3. Customizing the Ribbon
      4m 20s
    4. Setting program preferences
      3m 20s
    5. Getting help in Excel
      4m 16s
  3. 20m 4s
    1. Opening, creating, and saving workbooks
      5m 23s
    2. Setting workbook properties
      4m 14s
    3. Creating and modifying workbook templates
      4m 18s
    4. Managing workbooks across multiple versions of Excel
      6m 9s
  4. 1h 2m
    1. Selecting cells and groups of cells
      4m 58s
    2. Copying and pasting cell data
      2m 39s
    3. Entering data using AutoFill and other techniques
      4m 32s
    4. Inserting symbols and special characters
      5m 3s
    5. Creating an Excel table
      4m 43s
    6. Locating and changing data using Find and Replace
      4m 57s
    7. Restricting input using validation rules
      4m 42s
    8. Using lists to limit data entered into a cell
      2m 32s
    9. Sorting worksheet data
      3m 2s
    10. Creating a custom sort order
      3m 54s
    11. Filtering worksheet data
      4m 6s
    12. Inserting, moving, and deleting cells and cell ranges
      3m 50s
    13. Splitting and freezing rows and columns
      3m 51s
    14. Managing worksheets
      5m 28s
    15. Creating, editing, and deleting headers and footers
      4m 41s
  5. 1h 17m
    1. Introducing Excel formulas and functions
      3m 17s
    2. Adding a formula to a cell
      4m 0s
    3. Introducing arithmetic operators
      4m 13s
    4. Using absolute and relative cell references
      6m 29s
    5. Controlling how Excel copies and pastes formulas
      6m 5s
    6. Referring to Excel table data in formulas
      2m 3s
    7. Creating an AutoSum formula
      3m 22s
    8. Summarizing data on the status bar
      2m 22s
    9. Joining text in cells with concatenation
      3m 59s
    10. Summarizing data using an IF function
      6m 21s
    11. Summarizing data using SUMIF and other conditional functions
      5m 41s
    12. Creating formulas to count cells
      2m 37s
    13. Rounding cell values up and down
      4m 55s
    14. Finding data using VLOOKUP and HLOOKUP
      6m 33s
    15. Auditing formulas by identifying precedents and dependents
      3m 25s
    16. Managing Excel formula error indicators
      4m 42s
    17. Managing scenarios
      4m 59s
    18. Performing Goal Seek analysis
      2m 31s
  6. 45m 48s
    1. Applying fonts, background colors, and borders
      6m 7s
    2. Applying number and date formats to cells
      7m 1s
    3. Managing text alignment
      3m 56s
    4. Copying cell formats
      4m 2s
    5. Managing cell styles
      3m 16s
    6. Managing Office themes
      3m 31s
    7. Creating rule-based conditional formats
      3m 54s
    8. Defining Top 10 conditional formats
      4m 19s
    9. Defining data bar, color scale, and icon set conditional formats
      6m 6s
    10. Editing, ordering, and deleting conditional formats
      3m 36s
  7. 36m 55s
    1. Creating bar and column charts
      5m 26s
    2. Creating pie charts
      2m 32s
    3. Creating line charts
      4m 34s
    4. Creating XY (scatter) charts
      1m 49s
    5. Creating stock charts
      4m 11s
    6. Changing chart types and layouts
      2m 22s
    7. Changing the appearance of a chart
      4m 25s
    8. Managing chart axes and numbering
      2m 51s
    9. Adding trendlines to charts
      4m 14s
    10. Creating sparkline charts
      4m 31s
  8. 18m 39s
    1. Importing data from comma separated value (CSV) or text files
      4m 20s
    2. Connecting to an external data source
      2m 22s
    3. Using hyperlinks
      6m 1s
    4. Including an Excel workbook in another Office document
      3m 5s
    5. Linking to an Excel chart from another Office program
      2m 51s
  9. 26m 21s
    1. Creating and formatting shapes
      3m 10s
    2. Adding and adjusting images
      5m 38s
    3. Cropping, compressing, and removing image backgrounds
      4m 46s
    4. Creating SmartArt graphics
      5m 7s
    5. Creating WordArt
      2m 34s
    6. Aligning and layering objects
      5m 6s
  10. 29m 51s
    1. Introducing PivotTable reports
      3m 47s
    2. Creating a PivotTable report
      4m 37s
    3. Pivoting a PivotTable report
      3m 18s
    4. Managing subtotals and grand totals
      3m 23s
    5. Summarizing more than one data field
      1m 34s
    6. Changing the data field summary operation
      2m 40s
    7. Changing the data field number format
      2m 27s
    8. Filtering a PivotTable report
      2m 46s
    9. Applying a PivotTable style
      2m 20s
    10. Creating and editing styles
      2m 59s
  11. 26m 47s
    1. Checking spelling
      3m 32s
    2. Setting AutoCorrect and automatic Replace options
      3m 59s
    3. Managing workbook comments
      3m 40s
    4. Tracking and reviewing changes
      5m 12s
    5. Printing a worksheet or workbook
      3m 44s
    6. Setting and removing print areas
      2m 31s
    7. Exporting to other formats
      1m 33s
    8. Protecting a workbook
      2m 36s
  12. 23m 52s
    1. Running an existing macro
      4m 56s
    2. Recording a macro
      3m 56s
    3. Recording a macro using relative references
      6m 15s
    4. Renaming, viewing, and deleting macros
      2m 58s
    5. Adding comments to a macro
      2m 43s
    6. Turning off screen updating in a macro
      3m 4s
  13. 1m 1s
    1. Additional resources
      1m 1s

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