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InDesign Tables In Depth

InDesign Tables In Depth

with Diane Burns

 


This course explores the powerful but occasionally mysterious table features in InDesign, illustrating how they can be used efficiently and to their best advantage. Author Diane Burns demonstrates how to set up a table, format it using Table commands, and capture that formatting in table styles as well as how to work with images and update the information in tables without losing formatting. The course also shows how to use tables that don’t look like tables to offer solutions to layout problems, like setting up images and captions or simplifying complex text frames.
Topics include:
  • Navigating and selecting tables
  • Positioning tables
  • Inserting and deleting rows and columns
  • Adding header and footer rows, fills, strokes, and borders
  • Dealing with overset text
  • Applying cell and table styles
  • Using tables to streamline graphic design work
  • Creating infographics with tables
  • Creating pull quotes and design objects using tables
  • Exporting tables to EPUB and HTML

show more

author
Diane Burns
subject
Design
software
InDesign CS4, CS5, CS5.5, CS6
level
Intermediate
duration
3h 26m
released
Jan 13, 2012

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Welcome
Introduction
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Using the exercise files
00:00If you're a premium member of the lynda.com Online Training Library or you
00:04purchased this course on a DVD, you have access to the Exercise Files we use
00:08throughout the course.
00:09I have organized the Exercise Files into separate chapters, with separate files
00:13for each individual movie.
00:15All the image assets are located in the Assets folder here at the root, but
00:19if there are other files used specifically for that movie, I've included them
00:23in the chapter folder.
00:24If you don't have access to the exercise files, you can follow along with your
00:28own files or start from scratch. Let's get started.
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1. Understanding Table Fundamentals
The three "Golden Rules"
00:00If you're new to InDesign tables, there are three things you need to know to get started.
00:04I like to call these the golden rules of tables.
00:07I'm going to switch from Preview into Normal mode here.
00:11The first golden rule is that an InDesign table it's always inside a text frame.
00:15It's not a stand-alone object on its own.
00:17The frame may be larger than the table or even narrower or if I close up this
00:21frame and you get text overset, I can just click on the Overset icon and create
00:27a new text frame and the table comes along with it.
00:30Regardless of the size of your text frame, the table always comes along with it
00:35I'm going to delete the second frame and open this up a little bit.
00:39The other about InDesign tables, is that they behave like an in-line object.
00:43I just double-click on this text frame and you can see that I have this
00:46long black blinking cursor to the right of the table, I'm going to press
00:50the left arrow key and when I press the Return key the table moves down
00:54just like an in-line object.
00:55I'm going to make this frame a little bit larger I have some text over here on
00:59the pasteboard, I'm going to select it and copy it into the clipboard and if I
01:03paste this text in front of the table it also moves down, so it's just like an
01:08in-line object in that way, the table moves along with the text in front of it.
01:13The second golden rule is that InDesign tables can only be selected with a Type tool.
01:18If I try to select this table with the Selection tool, well, I'm selecting the
01:22text frame that it's in.
01:23Even the direct select tool doesn't help.
01:26I have to use the Type tool I'm going to press the letter T to switch to
01:30the Type tool and now I can go in and select any part of this table and
01:34apply formatting to it.
01:36I can select individual cells or row or column or any part of it that I want to,
01:42but it has to be the Type tool, I'm going to switch back into Preview mode.
01:47And now the third golden rule is really more something to keep in mind even
01:51sometimes for more experienced users and that is be clear on the difference
01:56between table level formatting and cell level formatting.
02:00Table level formatting includes things like this border that goes around the
02:03entire table or these alternating fill patterns are applied at a table level.
02:09Cell level formatting includes things like the positioning of the text within
02:12this frame or these row strokes that you see here.
02:16This distinction is even reflected on the Table menu.
02:19If we hold down the Table menu, we can see we have Table Options and Cell Options.
02:26This distinction is important when you're formatting tables and it becomes
02:30really important, when you start working with table styles and cell styles
02:33and it even comes into play when we export to EPUB in HTML things will be
02:37covering in other videos.
02:39Once you follow these golden rules, you we'll be able to utilize InDesign's
02:42incredibly useful table features.
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Accessing table commands
00:00Like many features in InDesign, there are multiple ways you can access a table.
00:04I'm going to switch from Preview to Normal mode, so we can see this table a
00:07little better, and switch to my Type tool by pressing the letter T and I can
00:11select a row in this table.
00:13We of course, have an entire menu dedicated to table commands and all the
00:18commands that you see here from this point down are available in other places in
00:23the program, but these three at the top are only available on the Table menu.
00:27The command for inserting tables or creating new tables from scratch and
00:31commands for converting tab text to tables and back.
00:34When we have some part of the table selected like this row that's selected
00:39here the Control panel changes to give us access to some of the table
00:43formatting commands.
00:45Those commands start here with icons for vertical alignment within a cell and so
00:49forth and we have things like the ability to control our table strokes here,
00:55apply styles, etcetera.
00:57Exactly what you see on the Control panel is really dependent upon your monitor
01:01size and the resolution.
01:03Another way that we can access Table commands is using the Table panel.
01:07Under the Window menu we have a Table panel this panel has a number of controls
01:12for formatting tables including setting the number of rows and columns, the row
01:16height, column width and here we have those vertical alignment icons again.
01:21We also have a menu here that actually holds all of the commands that we saw in
01:25the Table menu except those first three, those are only available on the Table
01:30menu, I'll close that panel.
01:32Another way to access table commands and it's one that I probably used most
01:35frequently is to simply select part of the table and then right mouse click
01:39to bring up a contextual menu, this makes it really fast and easy to access these commands.
01:45Finally, there are certain keyboard shortcuts available for some of the table
01:49commands and of course, you can add your own and if you access these dialogs
01:53via keyboard shortcut, you don't have to select part of a cell, you can just click in it.
01:57For example I want to access the Table Cell options and the keyboard shortcut
02:02for that is Option+Command+B or Alt+ Ctrl+B, so I can just click in a cell and
02:06press the letter B and there's my dialog.
02:09So there are a number of ways that you can access table commands in InDesign.
02:14It doesn't really matter which one you use. There's no right or wrong. Just choose
02:18the method that's most comfortable for you.
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Navigating and selecting tables
00:00If you ever have used Microsoft Excel, you'll find that navigating around an
00:03InDesign table is pretty much the same. Click in a cell, and you have to have
00:07the Type tool selected of course, and then you can just press the Tab key to
00:11move from cell to cell. Hold down the Shift key and press Tab and you go back the other way.
00:16Selecting parts of InDesign table is really easy too.
00:20You'll notice if I bring my cursor and again it must be with the Type tool.
00:24That's the only way we can select parts of tables and as I bring my cursor
00:28closer to the top of the table, notice that my cursor changes to a black
00:32arrow if I click I select the column, if I Click and Drag I've selected multiple columns.
00:38To select the row I bring my cursor to the left side of the table and again as
00:42my cursor gets closer to the table, you'll see that changes to an arrow, one
00:46click, I selected a row, click and drag two rows.
00:49If I want to select the entire table, I bring my cursor to the upper left hand
00:52corner and then the cursor changes to diagonal arrow.
00:55I click now and the entire table is selected.
00:59If I want to select an individual cell, the easiest way is to click in that cell
01:03and simply press the Escape key, doesn't get much easier than that.
01:07There are menu commands for table selection if I have a cell selected I can go
01:11to the Table menu, and I can select any part of a table cell, row, column or the entire table.
01:17And you won't use the menu commands very often, but once in a while you can
01:20actually get to part of the table that you need to, to select that there might
01:24be an image up in the corner or there might be an image in a table cell.
01:27Sometimes when images are inside of table cells the cell itself can be a
01:31little tricky to select.
01:33If you need to use a menu commands to select part of the table, use the
01:36contextual menu, I'm going to right mouse click and now I can select a row or
01:44right mouse click up, this brings up a good point.
01:47If you just click in a cell and use the contextual menu for selecting text.
01:54Be sure, if you want to use the contextual menu that you press the Escape key first.
01:58So now that the cell is selected, I can just right mouse click and then I can
02:02select the row or column or the table.
02:05You may have noticed that there are keyboard shortcuts that we can also use to
02:08select parts of a table, Command+3 or Ctrl+3 selects a row, Option+Command+3
02:14or Ctrl+3 selects a column and Option+ Command+A or Ctrl+Alt+A selects the whole table.
02:22So if I click in a cell, I can just press Command+3 to select a row or
02:28Option+Command+3, Alt+Ctrl+3 to select a column.
02:31If I want to select the entire table, I can just click anywhere and then press
02:35Option+Command or Alt+Ctrl+A. That one is easy to remember, it's kind of like
02:40the Select All shortcut, Command+A or Ctrl+A that we use in a regular text frame
02:45we add the Option or Alt key and we selected the table.
02:48One last thing, I want to mention is it is possible because a table is sitting
02:52in a text frame to click just off the table, and actually have your cursor
02:56blinking in the text frame, you see this long blinking cursor here, and I've
03:00just basically missed the table and now I'm in the text frame, Click takes me
03:04back to the table no harm done.
03:06So you can see navigating around a table and selecting parts of it is really
03:10easy and you'll be comfortable with it in now time.
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Where do tables come from?
00:00You can't start enjoying InDesign's table features until you have a table.
00:04Where do tables come from?
00:05Well, there are three ways you can get a table into your layout.
00:08The first way is to create a table from scratch right in InDesign.
00:12First, you have to draw a text frame, because all tables live inside of a text frame.
00:17Then from the Table menu, we can use the Insert Table command, we can indicate
00:21the number of rows and columns we want as well as header and footer rows, and we
00:26can also apply a style.
00:27When I click OK I get a very simple table with no formatting.
00:35Now, I can just type right into InDesign and build my table from scratch this
00:40way, I'm going to turn to the next page by pressing Shift and Page Down, and
00:45let's zoom in a little bit here.
00:47Another way that you can get tables into your layout is to convert tab to text into a table.
00:53Here we have some text that has some tabs in it, you can see that little
00:57chevrons here, and I'm going to simply select this tabs to text up to but not
01:03including the last paragraph return and then I'll go to the Table menu again and
01:07now we have a Convert Text to Table command.
01:12I can indicate what I want to separate the columns.
01:15In this case, it will be a tab, but I could also choose a comma if I had some
01:19comma delimited information and each row will be separated by a paragraph.
01:23Here again, I can apply a table style if I have one in my document, I'm going to
01:27click OK and here we have a table.
01:32Once again, it's unformatted it just has one-point strokes.
01:38The reason I didn't select that last return character, is that if you do
01:42InDesign gives you another empty row here.
01:45If you have tab text in your document, you might think about converting it to a
01:48table, you have a lot more formatting options and in some ways an InDesign table
01:52is easier to work with and trying to set tab stops.
01:55I'm going to turn to the third page of this document Shift+Page Down and
01:59possibly the most common way that you can put a table into your layout is to
02:04import an Excel worksheet or Microsoft Word table document.
02:08To do that, I use the File > Place command and here I have an Excel worksheet
02:14and it's usually a good idea to show import options, when you import a
02:18spreadsheet especially the first time, you can check on Import Options here or
02:22you can just hold down the Shift key and click Open.
02:25Now we have the Excel Import Options dialog, and then let just choose things
02:29like the Range that we want to import from the worksheet, we don't have to
02:32import the whole thing, but more importantly it lets us control the formatting
02:37of the table when we import it.
02:39It's now set to come in as an unformatted table, but we could also bring in the
02:42Excel formatting if we wanted to by selecting Formatted Table.
02:45I'm going to leave it is as an Unformatted Table and click OK.
02:49Now I have the familiar place, cursor and when I click once again we have a table.
02:55Once you have a table in your layout, you're ready to get started using all of
02:58InDesign's great table features.
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2. Basic Table Formatting
Positioning tables in a text frame
00:00We know that a table always lives inside of a text frame and it's similar to an in-line object.
00:05Now if your table is the only thing inside a text frame, you can just move the
00:09frame with a table in it around on the page wherever you like.
00:12But if your table is part of a text flow with text above and below the table
00:16like our example here, it's important to understand how to control the
00:19horizontal and vertical position of the table within the text frame.
00:23I'm going to turn on my invisible characters and to do that, I'll go to the Type
00:28menu and Show Hidden Characters that will come in handy and I'm also going to
00:33switch to the Type tool so that we can select parts of this table as needed and
00:39also click in the text.
00:41Here we have a table sitting between two paragraphs with the Basic
00:44Paragraph style applied.
00:46I'll click in this paragraph and we can see that it has Basic Paragraph here and here.
00:51The first thing that I want to do is adjust the horizontal position at this table.
00:54It's jammed over to the left a little bit too much.
00:56So I'm going to click to the right of the table and notice that I have a big
01:00blinking cursor here and it's actually sitting in the paragraph that the
01:04table is sitting in.
01:06To adjust the horizontal position, I actually use Paragraph Formatting controls.
01:10I'm going to use the keyboard shortcuts for alignment.
01:13Shift+Command+C or Shift+Ctrl+C for Center Shift+Command+R or Shift+Ctrl+R for
01:18right aligned or L for left aligned.
01:22We can also use paragraph formats for indenting to control the position of this table.
01:27Let's take a look up here at our Control panel and the first line indent has no
01:33effect on the position of the table.
01:35I'm not really sure why that is, but the left indent does affect the position of the table.
01:40I'm going to change the position by increasing the left indent by 2 picas, you
01:46see the table moves over and if I have the table right aligned, I can increase
01:51the right indent as well.
01:53But what I really think I like to do this table is center it, so I'm going to
01:56use my keyboard shortcut.
01:57Shift+Command+C or Shift+Ctrl+C for centering.
02:01Paragraph formats are the only way that we can control the horizontal spacing of
02:05tables and sometimes it can be a good idea to make a paragraph styles that let
02:09you control that positioning.
02:11I'm going to make a paragraph style of this paragraph by leaving my cursor
02:16blinking in the paragraph and clicking on the Paragraph Styles panel and then
02:21I'm going to double-click on the Style name.
02:23Now, normally it's not a good idea to double-click on a Style to edit it, but in
02:28this case, I want to apply the style to the text from which I'm getting the
02:33definition of the style.
02:35Normally, InDesign doesn't do that.
02:36So this the only time I double-click on the Style, otherwise I right-mouse click
02:40to edit it and we'll call this style Table.
02:43You see that it's picked up our central alignment along with those indents we
02:46set, but that's okay.
02:47That's not going to get in our way.
02:50So that takes care of the horizontal positioning of this table.
02:53Now we need to take a look at the vertical positioning.
02:56The text above and below it is way too close.
02:59There are a couple of different ways to do this and one way you don't want to do
03:02it is by modifying this paragraph or this paragraph.
03:07These presumably would be styled as body text and we don't want to make a
03:11special style body text before table or body text after table nor do we want to
03:17put local overrides on it.
03:18What we could do, however, though is actually put space before and space after
03:23on this paragraph in which the table sits.
03:25So with my cursor clicking in that paragraph, I'll put a little bit of space
03:29before, about 1.5 picas and then I'll put a pica below it and now we have a
03:37little air around the table.
03:38We also have the expected style override and now I can just redefine the style
03:45and it'll update and now I can reuse this throughout my document where I have
03:49tables in stream with text.
03:52So this works in this example, but it doesn't always work to take care of the
03:56vertical alignment by formatting the paragraph style that the table sitting is in.
04:01Let's look at another example.
04:02I'm going to turn to the next page by holding down the Shift key and
04:05pressing the Page Down key.
04:07Here we have a table that goes all the way across the text frame, we don't
04:11really need to just any horizontal alignment on it, and there is a return
04:15character here, but it's not that easy to get to.
04:18So another way that we can have space before or after a table is to actually
04:22make it part of the table formatting itself, I'm going to select this table by
04:27clicking in the upper left-hand corner and then I'm going to bring up the Table
04:31menu by right-mouse clicking and choosing the Table Setup dialog.
04:36In the Table Options dialog under Table Setup, we have these controls for Table Spacing.
04:42Here you see the default spacing,
04:434 points before and -4 points after. I'm not really sure why that is, but we're
04:48going to change it anyway and I'm going to put a pica of space before the table
04:54and 6 points of space after the table. Oops! How about p6?
05:00A little lesson in syntax there, there we go, and when I click OK, I now have
05:07space before and after the table, but now it's part of the table formatting.
05:11That means that we could actually make it part of the table style and reapply it
05:15to our tables throughout the document.
05:17It's important to note that the vertical spacing above and below a table can be
05:22handled in a table style, but the horizontal spacing can only be handled with
05:26paragraph formatting, usually the alignment commands.
05:28Now that you have seen how to position your table relative to text inside a
05:32frame, you're ready to move on to the mini formatting options for making the
05:36table itself look great.
Collapse this transcript
Setting table borders
00:00Regardless of the size or shape of your table, how many rows and columns it has,
00:05every table shares a common border around the outside of all the cells.
00:10This border is easy to set by using the Table Setup dialog box.
00:15I'm going to select a table by switching to the Type tool, press the letter T
00:20and I'm going to click in the upper left-hand corner of the table.
00:23I'll right-mouse click to bring up the contextual menu and from the Table
00:27Options menu, we'll choose the Table Setup dialog.
00:31In the Table Options dialog, we have an area here where we can set the table
00:36border and this looks very similar to the Stroke panel.
00:40You see that we can set to weight, the color, the type of stroke as well as any
00:47gap color if we choose a dashed or dotted stroke.
00:50I'm going to change this border and make it 5 points, change the color and I'm
00:57going to leave it as a solid line.
01:00Now I'll deselect the table using Shift+ Command+A or Shift+Ctrl+A on Windows and
01:05let's take a closer look at this border.
01:08I'm currently viewing the table in Preview mode so that we can see the
01:12strokes more clearly, but I'm going to switch to Normal method and zoom in to the corner.
01:18One thing to be aware of with table borders is that the strokes that are drawn
01:22are always drawn from the center out.
01:25We can see the edge of the table here and we can see that the stroke is in equal
01:29amounts on both sides of the table edge.
01:33If I open the Stroke panel, you'll see that for normal text frames, we can
01:38specify where the stroke is drawn when it goes around a text frame.
01:42We can specify if it's drawn as is table border is from the center out or if
01:47it's drawn on the inside or outside, but you can't do that for table borders.
01:51The other thing that you can't do on table borders that you can do on normal
01:55text frame as you can't set the join.
01:58You can't specify that the corner where the sections meet have a rounded edge to them.
02:06There are a couple of tricks that you can do to modify the corner of this table.
02:10I'm going to selects the table by holding down Option+Command+A or Alt+Ctrl+A to
02:16select the table and then we'll go back to the Table Options dialog using the
02:21shortcut Shift+Option+Command+B or Shift+Alt+Ctrl+B on Windows.
02:28And one thing we can do that affects this joint is kind of a trick.
02:33We can choose a different type of stroke.
02:35I'm going to choose a dotted stroke and the trick here is to simply set the Gap
02:40Color to be the same as the Stroke Color.
02:44When I do that you'll see that in this corner I get a very slight rounded edge.
02:50It's not a table with rounded corners, but it does change that join a little bit.
02:55Or if we choose a different type of stroke, let's take a look at the Right
03:00Slant Hash, if I change that, you'll see that I get this kind of crazy decorative border.
03:06So these are tricks, but we don't really have control of how these strokes
03:10joined at the corners the way we do on the Stroke panel for other kinds of text frames.
03:15So I'm going to click OK and we'll zoom out a bit and let's take a look at another table.
03:23Here we have a table that uses alternating fills and strokes and I'm going to go
03:28back into Preview mode, so that we can see those strokes a little more clearly.
03:32Now because alternating fills are showing me clearly where the various rows of
03:38this table are, I don't think it needs a border and the good news is we can turn
03:42borders off completely.
03:44I'm going to select the entire table and will scroll over a little bit to make
03:49room for the dialog box here and I'll open the Table Options dialog, again, with
03:54the keyboard shortcut Shift+Option+ Command+B or Shift+Alt+Ctrl+B on Windows.
04:00To turn off the table border, the best way and the only way really that you
04:04should turn off a table border or any other strokes on an InDesign table for
04:09that matter is to set the Weight to 0.
04:12You don't want a really leave a weight in here and try to change the color
04:16to paper or none, because these borders will affect the positioning of the
04:20text within the cell.
04:22So always set this to 0.
04:24When I click OK and deselect the table, you can see that the border is
04:29completely gone, but the table is still very easy to read because of
04:32the alternating fills.
04:34We'll look at another table example here.
04:37One other issue that comes up sometimes is how to control borders when we have
04:41another stroke pattern going on.
04:44Here I have a table where this green stroke is emphasizing the third row in
04:50the table and the question becomes what happens to the border that I might
04:54apply to this table.
04:56I'll select the entire table and open the Table Options dialog box.
05:01First of all, notice that there is no weight or color here, because we selected
05:05an area that has two different weights and two different colors selected.
05:10I'm going to set a Table Border to 5 points and back to our lovely golden rod color.
05:19When I click OK, you can see that the border has overridden the green stroke
05:24that's on that third row.
05:26What if that's not what I want?
05:28I'm going to undo this and we'll go back to the Table Options dialog and I'll
05:34reset the border to 5 points and specify the color.
05:40And I want to, in this case, preserve local formatting.
05:44When I check Preserve Local Formatting and click OK, you can see that a
05:49table border has been drawn, but that third row is still has the green
05:53highlight around it.
05:54Table borders are important and a versatile part of InDesign tables and
05:58fortunately, they're very easy to set using the Table Options dialog box.
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Inserting and deleting rows and columns
00:00Whether you're creating a table from scratch and designating the number of rows
00:04or columns you think you might want in your table, or importing a table that
00:08someone else has created, you are often going to need to be able to add or
00:11subtract rows or columns from your table.
00:14Fortunately, it's very easy to do.
00:17I am going to switch to the Type tool by pressing the letter T and the first way
00:24that we can add rows or columns is to use a table set up dialogue.
00:28I am going to select the table by clicking in the upper left corner and then
00:32right mouse click to Table Options and choose Table Setup.
00:36In the top part of this dialog box, we can set our Table Dimensions and we can
00:41add Rows or Columns.
00:45But one limitation of this method is that the Rows are always added to the
00:49bottom of the table and Columns are always added to the right.
00:52So you don't really have much control as to where you're adding Rows and Columns.
00:57Same thing, if you subtract Rows or Columns, I can Delete Rows from this table,
01:02Yes I do want to continue, but it's always from the bottom or if I delete
01:07Columns it's always from the right-hand side.
01:10Sometimes this may be a technique that works well for you, but usually we
01:14want to add Rows or Columns in the middle of our table and there's a very
01:19efficient way to do that.
01:21Let's say that I want to add two Rows below this one.
01:25I'll select the row by clicking on the left side of the table, and then right
01:30mouse click to bring up the contextual menu, and here I have an Insert
01:35command and I can insert a Row or I can use a keyboard shortcut Ctrl+9 on
01:41Windows, or Command+9 on Mac.
01:43In the Insert rows dialog box, I can indicate the Number of rows that I want to
01:49insert, I'll make it 2 rows, and the nice thing is I can say whether or not I
01:55want the new rows to be Above or Below the current row that I have selected.
02:00I will add these Below the current row, and there they are.
02:04Same thing with Columns, let's say that I want to add a column to the right
02:08of this one, so I will select this column, right mouse click and choose Insert Column.
02:16Again, I can control the Number of columns and whether or not they'll be added
02:19to the Left or the Right of the one that's currently selected.
02:22Let's add them to the Right, I will click OK.
02:25Now you can see that these two columns were added and also notice that they
02:28picked up the formatting of the column that I had selected.
02:32This can be a good feature and make it very quickly to add columns or rows of
02:38a particular format.
02:39I am going to undo the addition of those columns and let's take a look at adding
02:46new columns when we have two different columns already selected with two
02:50different formats, in this case they are different widths.
02:53With these two columns selected, again, I will right mouse click and Insert >
02:59Column and I am going to add 2 columns to the left of the two I have selected.
03:07When I click OK, two columns are added, but they picked up the formatting of
03:11the leftmost column.
03:12That is these whiter columns with no fill.
03:15I am going to Undo that and if we once again go to the Insert > Column dialog
03:21and add them to the right, you will see that the formatting is picked up of
03:26the right most cell.
03:28So if you add them to the left, it picks the formatting of column on the
03:32left, if you add them to the right, it picks up the formatting of the column on the right.
03:37So it lets you control what formatting your bringing along with the addition of
03:41new rows or columns.
03:43When it comes to Deleting Rows or Columns, it's just as easy.
03:47Let's say that I want to delete these two empty rows that I added, I can
03:51highlight them and then use the contextual menu to delete the rows or I can use
03:57the keyboard shortcut, Command+Delete.
04:00Same thing with Columns, I'll select these two columns and then use the
04:05contextual menu or the keyboard shortcut Shift+Delete and the columns are gone.
04:11If I want to delete this middle column, Shift+Delete, it's very quick and easy.
04:17If I want to delete this row, the keyboard shortcut is Command+Delete.
04:23There is one other method that we can use for inserting Rows or Columns and that
04:28is to position our cursor on the stroke between two rows or two columns, mouse
04:33down and start dragging and then hold down the Option key.
04:37When I release my mouse, I have a new row.
04:40The one thing I don't like about this technique is it's very difficult to
04:44control the height of the row or the width of the column.
04:47If we look at the row above this one, we can see that it's exactly 2 picas high.
04:54But if I select this row that I just added, it's exactly a very strange
04:59measurement that I would never use.
05:01So mouse down, hold down the Option key and then release and you can add a new row or column.
05:07So you can see that inserting or deleting rows and columns is something we have
05:12to do all the time the tables, and fortunately, it's very easy to do using
05:17either the contextual menus or the associated keyboard shortcuts.
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Setting header and footer rows
00:00If you always create simple tables that only appear on one page, you may never
00:05need to use InDesign special header or footer rows, but if you ever create a
00:10table that spans multiple pages, columns or frames, header and footer rows are
00:14essential, because they automatically repeat at the top or bottom of each
00:18page, column or frame.
00:19They are also an important part of table styles, but we're going to talk about
00:23that in another video, let's take a look at how we can use header or footer rows
00:28in tables that span multiple pages.
00:31If you're setting up a table with no content in it, you can use the Table
00:36Options dialog box to set header and footer rows.
00:39I'm going to open that dialog box by using the keyboard shortcut
00:43Shift+Option+Command+B or Shift+Alt+ Ctrl+B, and you can see at the top of the
00:48dialog that we have an area where we can specify header or footer rows this
00:53would only be used when you're sitting up a table initially.
00:57But if you already have your table on the page, the best way to setup a header
01:02and footer rows is to simply select them in your table and use the Table menu,
01:07I'm right mouse clicking to bring up the contextual menu, and use the command
01:12Convert to Header Rows, and you'll see that there's no visible change in this
01:17row, but it has very special behavior.
01:20Because now, if I split this over to text frames, which is what I'm going to do
01:25now, I'll close up this text frame, and then reflow it into another frame
01:30underneath, you'll see that this header row appears in both frames.
01:35You'll notice that when I mouse over this row, I get a lock symbol.
01:39That's because I can't edit header rows, except in the place where they first occur.
01:45So I can go to the first occurrence of this header row and anything I type in
01:50here or any formatting that I change, will automatically ripple throughout all
01:55of the header rows or footer rows that appear for the table.
01:59Let's take a look at a more practical example of a larger table that actually
02:03spans multiple pages.
02:04I'm going to switch to my other document by holding down Command+ Tilde or Ctrl+Tilde key.
02:10So here we have a table that spans a couple of pages and here if I click in the
02:16first row I can see that this is a header row.
02:18How do I know it's a header row?
02:20Well, if I right mouse click and look the menu now says Convert to Body Rows, so
02:25that let's me know that it's a header row, because it's a toggle, you toggle
02:29back and forth between rows being either body rows or header or footer rows.
02:34I also have a footer row down here and I'll click there, and again, if I mouse
02:39down you'll see that the option is to convert this to a body row, so it's
02:44already a footer row.
02:45And if I flow this table or this text frame on to the next page I'll click in
02:51the Text Overset Symbol and we'll turn to the next page and click to reflow the
02:59rest of the table and I'll zoom in here so you can see it a little bit better.
03:02You'll see that we have our header row repeated and our footer row.
03:07It's very, very automatic and very easy to do.
03:11You can even see how useful header and footer rows are for tables that span
03:14multiple pages, columns or frames, and fortunately,
03:17they're very easy to set up.
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Working with alternating strokes and fills
00:00One of the most helpful table formatting features and one that's used in many in
00:04InDesign table is the ability to set alternating fills or strokes.
00:09Using alternating fills and strokes is an easy way to enhance the appearance of
00:12a table, while making the information it contains more easily readable.
00:15Let's take a look at a table that has some formatting applied, but doesn't have
00:19any alternating anything applied to it directly.
00:22I do have a color applied to this top row of cells, but this is not a header row.
00:28It's still a body row.
00:29How do I know that?
00:30Because if I select it with the Table menu, I see that I have the option to
00:34convert it to a header row.
00:36So that lets me know that this is just a regular body row that I've applied
00:40this fill color to.
00:41I am going to select this table and alternating fills and strokes are one of
00:47the Table Options because they apply to the whole table, Row Strokes, Column Strokes and Fills.
00:52We are going to take a look at Fills first because I think they are used most
00:56frequently and are the most useful.
00:58When you open this dialog box, notice that the word Alternating is dropped,
01:01there literally wasn't room for it and I think that's a little confusing at
01:05times to folks that are just getting started with tables.
01:07These Fills are not for individual cells, they apply to the entire table in
01:12alternating patterns.
01:13And what are these patterns?
01:16We can have a color on Every Other Row, Every Second Row, Every Third Row or we
01:21can even set Custom Rows where we can set the First 3 Rows to be something and
01:26the Next 2 Rows to be another color and so forth.
01:29We can also set Every Other Column fill as well, but we can't do row fills and
01:35column fills at the same time and it kind of makes sense because if you think
01:39about it, where those fills intersect, where the row and columns intersect, what
01:44would you do with the color, which one would have president?
01:47So it's a little confusing for InDesign and we can only do one or the other.
01:51Let's start with Every Other Row and look at that pattern.
01:55Now with this table selected there is no Color here and that's because there are
01:59actually two colors selected or multiple colors.
02:02Remember, this first row had a color applied to it.
02:06Well, I actually don't want the Alternating Pattern to include that row so the
02:11first thing I am going to do is check Skip First and set this to skip the first
02:16one row and then I am going to set up my pattern and you can see in the preview
02:20that the change was made there.
02:22So I can choose any color for my Swatches panel.
02:26Let's go for army-green and I am going to make it just a little bit darker.
02:31I'll change the Tint to 50% and then the row after that I'm going to change to goldenrod.
02:39I'll click OK and there is the Alternating Pattern.
02:43Now remember I said this first row wasn't a true header row, but let's say you
02:47set this table up and you decided that you didn't want a header row, maybe you
02:50want to create a table style and header rows are very useful for that as we'll
02:55talk about in a later video.
02:56So I am going to change this to a header row, I am going to select it and then
03:00right mouse click the Table menu and Convert to a Header Row. Hmm!
03:05What's happened here is that the alternating fills applied to the body rows, in
03:09this table and so now our first body row is this row and you will also remember
03:16that we asked InDesign to skip the first row.
03:19So we need to go back in and fix that.
03:22I'll select the table and use the keyboard shortcut to open the Table Options
03:27dialog that's Shift+Option+Command+B or Shift+Alt+Ctrl+B and we'll go to Fills,
03:35and I want to turn off this Skip First Rows.
03:40That looks a lot better.
03:42When you're working with Alternating Fills and if you're going to use a header
03:46row, try and remember to set the header row first because it is going to affect
03:49the Alternating Pattern that you have set up.
03:52You may start with a wrong color or you may end up with a blank row as we did here.
03:56So set the header row first and then apply your Alternating Fills.
04:00Let's take a look at Alternating Strokes now.
04:03I'm going to select the table and we'll go to Alternating Row Strokes and we
04:09have the same options for Alternating Patterns, Every Other, Second, Third or
04:14Custom Row, let's choose Every Other Row and take a look at that.
04:17I'm going to change the Weight, so we can see this more easily and we'll make
04:22the first row strokes 2 points and we'll apply a Color and then I want the next
04:30row stroke to also be 2 points and we'll just leave it Black.
04:35When I click OK, you can see that every other row stroke is goldenrod and
04:41every other one is black.
04:42Well, this looks okay and you might like the effect, but it doesn't really do
04:47anything as far as giving meaning to the table or dividing the information in
04:51any particularly useful way.
04:54Its one reason I think Fills are a little bit more useful.
04:57There is one nice trick that you can do with Alternating Row and Column Strokes.
05:02Let me show that to you.
05:03Let's go back to Alternating Row Strokes.
05:07You can use Alternating Row Strokes to actually color all the strokes in your
05:12table in one fell swoop and the way we do that is with this little trick.
05:17Instead of having different colors for each pattern, I am simply going to set
05:21the second color to be the same as the first color and when I do that, all my
05:27Row Strokes are color.
05:30This is a very quick way to apply Row Strokes without having to go
05:33into individual cells.
05:34The other advantage to setting fills and strokes at a table level is that this
05:40formatting is going to be included when we export to EPUB in HTML, whereas
05:45cell information is not.
05:47So we are going to talk about all that in a later video, but just a heads up on that.
05:51If nothing else, it makes it a lot faster to do this formatting.
05:54Let's take a look at Column Strokes now.
05:57And I am going to select the table and do Column Strokes and I am going to set
06:02up a pattern and use my color everything, the same color trick, making this 2
06:09points in a different color and there we go, looks pretty good.
06:16I don't like the border on this, so I am going to turn that off.
06:20I'll select the table and go to Table Setup dialog box and simply turn the Table
06:26Border off by setting it to zero.
06:28Remember to turn off Strokes, set them to zero.
06:32Now, we have a table with nice colorful strokes and fills, but no ugly one point border.
06:37Notice by the way that this stroke underneath the header row did not change.
06:42That's because the Alternating Row Strokes apply to the body cells only and they
06:47don't affect the header row.
06:49But I actually don't mind the way that looks.
06:51One last thing I want to take a look at is that these strokes have drawn in
06:57a particular order.
06:58The default is that Row Strokes will always draw on top of Column Strokes.
07:02Now if you want to change that, you can and that again is a table level format.
07:08I'm clicked in a cell and I am going to use the keyboard shortcut for the Table
07:11Options dialog that's Shift+Option+ Command+B or Shift+Alt+Ctrl+B and we'll take
07:16a look at the bottom of this dialogue and here we have Stroke Drawing Order.
07:20If I want to put the Column Strokes on front, I change the Drawing Order and there we go.
07:26Don't be shy about using Alternating Patterns.
07:30They are an easy way to enhance the information in your tables and bring the
07:33overall design up a notch.
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Setting row height and column width
00:01Regardless of whether or not you apply any kind of formatting to a table to
00:03make it pretty, you are almost always going to need to adjust the size of the
00:06cells in your table.
00:08So we are going to take a look at adjusting Column Width and Row Height of table cells.
00:12Here I have a table that I've just applied the default basic table style.
00:16When I do that, the cells are set at a default size where the column widths are
00:21all the same and they fit the text frame the table is sitting in.
00:26The easiest way to resize table cells is to simply pull the stroke over.
00:30I am going to go out of Preview Mode and into Normal Mode so we can see this a
00:35little bit more clearly and then I'm going to switch to the Type tool by
00:38pressing the letter T.
00:39I want to make this column a little wider.
00:43Things look a little crowded there, so I simply mouse over the stroke to the right.
00:47You'll see that my cursor changes to a two-headed arrow, mouse down and I
00:51drag those cells over.
00:54Now these cells extend past the age of the text frame, so again I'll just grab
00:59their right edges and pull them back, very easy.
01:05If I hold down the Shift key when I drag these strokes over, all the columns
01:11are resized to fill the area that I've dragged over while holding down the Shift key.
01:15We can resize row height the same way.
01:18If I want to make this row taller, I position my cursor over the bottom stroke,
01:23mouse down and pull it down and it's wider.
01:27Again, if I hold down the Shift key and I'll scroll down a bit there.
01:31If I hold down the Shift key at the bottom, I can quickly fill this area by
01:36changing all the row heights and actually this Shift key trick is a quick and
01:40dirty way to resize tables, so that they fill a certain area.
01:44You can just hold down the Shift key and pull over the right column in the
01:47bottom row and quickly fill an area and then go back and adjust the sizes, the
01:52height and width with more precise measurements.
01:54I am going to undo that row change and we are going to talk about column
01:59width for a moment.
02:01And I am going to open the Table panel just to make this a little bit easier to see.
02:07We could access Column Width from the Control panel or using the Cell Options
02:12dialog, but I think in this case, it will be a little bit easier to see here.
02:16One thing that I don't like about the method of just visually resizing these
02:20cells is just like when you visually resize anything, you don't get a precise
02:24measurement and indeed if we look at each of these columns, we'll see here that
02:29they are different widths.
02:31Well, I'd like them all to be the same width.
02:33So to change that width I am going to highlight all three, I have no value here
02:38because there are different values involved and I am going to make all of these
02:42columns 6 picas wide.
02:44I'll click on the first column and make it exactly 20 picas wide and that's all
02:51there is to adjusting column width.
02:53It's pretty straightforward and we just need to use our controls for column
02:58width whether it's in the Table panel or the Control panel or from the menu.
03:03Let's take a look at Row Height.
03:06Now if we look at our Table panel with this row selected, you'll see that here
03:10is our control for Row Height, you will see next to it, we have this little pop
03:15down menu, we have At Least and Exactly.
03:17We have two different ways that we can specify Row Height.
03:20The default is At Least and At Least means that the table cell height will grow
03:26as we add text or for that matter images to it.
03:30It's a growing cell which is kind of an interesting concept.
03:34So for example, if I click here and I'm going to turn on my invisible characters
03:39by holding down Option+Command+I or Alt+ Ctrl+I and press the Return key, you see
03:45that the Row Height has grown and now I am going to paste some text into here
03:50that I have in my Clipboard and you see that the Row Height grows by the amount
03:55of text that I have in there.
03:57If I delete some of the text, the cell height decreases.
04:01So that's a growing cell and that's At Least.
04:04The other way that we can set Row Height is by using the exact measurement.
04:09So if I switch with this same row to Exactly, I actually see here the current
04:14height of the row and I am going to round that up to be 2 picas and 8 points.
04:20So this is a fixed height and it will no longer grow.
04:22If I add text by pasting it back in here, I get the dreaded cell Overset symbol,
04:30this little red circle that we see here.
04:32Now that's an alarming thing indeed because the question is how can we edit this text?
04:37This isn't a text frame that we can thread somewhere else, how do we get to this text?
04:42Well, this is a case where the only answer is to use the trusty Story Editor.
04:48So from the Edit menu, I'm going to open Edit in Story Editor and let me move
04:55this window over a little bit, close my Table panel and you can see here we have our Overset.
05:02So now in the Story Editor it's very easy to edit this text so that it's not too long.
05:08So I'll just highlight it and delete it in the Story Editor and my problem has gone away.
05:14So that's how we deal with Overset when we are using a fixed height for a row height.
05:19Now here, we have a row that's taller than all the others, this is the row that
05:25has the most information in it and so I want to make all of my rows this height.
05:30So I'm going to open the Table panel back up, Type & Tables > Table, just so we
05:36can see it a little more easily and so this row is 2 picas 8 points high and I
05:43can now make all the rows that high.
05:45So I'll select these and change the Row Height menu to Exactly and then I can
05:50type in 2 picas 8 points and all my rows are the same height, except for this
05:55header row here which I could also change of course.
05:57One last thing I want to show you is this.
06:00I am going to select this row here and close the Table panel because we have an
06:05option that is only available in the Cell Options > Rows and Column dialogue.
06:10I just want to point out to you that we do have a Keep Option here and we can
06:15tell a row that it needs to start somewhere else.
06:19So Anywhere is the default of course, but if I want this row to go to the next
06:23page, I can set a Keep Option on this row and when I do that, I get of course
06:30Overset in this text frame, but I can click in the Overset symbol and go to the
06:36next page, zoom back out and then when I click the rest of the table flows in
06:42where this row has been set to start on the next page.
06:47So that might be useful for you.
06:49One thing I want to point out though is you can't make this Keep Option part of a cell style.
06:53In fact setting Row Height and Column Width can't be part of a cell style at
06:57all, but that's another story we'll be talking about a lot in our videos on
07:01table and cell styles.
07:03Fortunately, setting Row Height and Column Width is something you can do and as
07:08long as you keep in mind the two different kinds of row height either growing or
07:11fixed, it's really easy.
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Formatting text in a cell
00:00Since most tables have text in each cell, whether it's alphabetical or
00:03numerical information, it's important to understand how to format text within
00:08each cell of your table.
00:09The good news is that text formatting is the same in tables as it is for any
00:13text in a regular old text frame in InDesign and the best technique still holds
00:18true too, Use Paragraph Styles.
00:21First, I can click in a cell as I am here and then just use the Select All
00:25command which is Command+A on Mac or Ctrl+A on Windows.
00:31That selects the text in the cell, but not the cell itself.
00:35I can also just click in a cell and press the Escape key that's selecting the cell
00:39and the text, but since we're just formatting the text, it doesn't matter that
00:43the cell is selected as well.
00:44If I press the Escape key again, I toggle back to selecting all the text.
00:50If I use the Tab key to move from cell to cell, the text is still selected or if
00:55I've pressed the Escape key and the whole cell is selected, when I press the Tab
01:00key, the subsequent cell is selected as well.
01:05Now I can select the text in any part of this table.
01:08I am going to select the first row and then I can use all of the text formatting
01:13commands that I'm familiar with.
01:15For example, if I want to change the font in this first row, I'm going to come
01:19up to the Control panel and highlight the Font list and type in let's say Ariel.
01:25When I press the Tab key, all the text has changed formatting.
01:30Any kind of text format that I can apply to regular text can be applied to tables as well.
01:36One thing that does get a little tricky though is if you want to change the
01:40color of the text in a table.
01:42Let's say that I want to change the color of all the text in this table. How do I do it?
01:46Well, the first I am going to select the entire table and then the best way to
01:51do this is to open the Swatches panel and be sure that you click on the little T
01:57icon which indicates that you're going to be applying a swatch to the text
02:02within and now we can make this a color and I'll deselect the table and you can
02:08see that all the text within the table has a color applied to it.
02:12I'm going to undo that.
02:14So we can do any kind of direct formatting to the table, but as I mentioned
02:19just as with regular InDesign text, the very best way to format tables is to
02:24use paragraph styles.
02:26Now I've created a few paragraph styles and let's apply them.
02:31First, I'm going to click the top row of the table and apply the style that I
02:35have already created called table_head.
02:38That changes the font.
02:40It centers the text and makes the text bold.
02:44Next, I want to change the text in this first column so I'll simply select the
02:49first column of text and apply my paragraph style. It's that easy.
02:55Finally, I'm going to select all of my table data and apply the paragraph style
02:59aptly titled table_data and there we have it.
03:04So all the rules are the same, there's nothing different and I can even go back
03:09and modify my style now.
03:11One thing I'm noticing for example is that I don't really like the alignment of
03:15this information in these cells, in fact, what I'd really like to have is for
03:20all of these times to be lined up on the colon symbol that separates the
03:25minutes from seconds.
03:27Well, we can set tabs inside of table cells just as we would in regular text.
03:33Let's take a look at that.
03:34I am going to highlight this entire first column.
03:38I could just do this to one cell but we'll select the entire column and I'm
03:42going to open the Tabs panel.
03:45So from the Type menu, I'll choose Tabs and here we have our familiar Tabs panel.
03:53It looks the same as it would be in text, but notice that the right indent is
03:56set to the width of the cell.
03:58I'm going to choose this Align to Tab and click in the middle here.
04:03But the default for this tab character is that it aligns on a decimal, but I've
04:09changed it so that it aligns on a colon and as soon as I've done that, you can
04:14see that the text aligns up very nicely and now I can move the position of the
04:18tab to align those numbers up exactly as I want.
04:22Once, I've done this of course my paragraph style is showing an override and I
04:27can simply redefine the style, I'm going to right mouse click on that style name
04:32and choose Redefine.
04:33Now the style definition is changed and all the text that has that style
04:37applied to it, updates. It's very easy.
04:40Formatting text inside a table is in fact as easy as any text in InDesign and
04:46good practices apply like making use of paragraph styles.
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Positioning text in a cell
00:00One way to think of table cells is to think of them as a series of little
00:03text frames that sit side by side and on top of each other, and just like
00:08text frames, table cells have the ability to let us control the positioning
00:12of text within each frame.
00:14In fact, the controls for this are very similar to a regular text frame.
00:19Let's take a look at that.
00:21Here we have a table where I've set the Row Height to be fairly large so that we
00:25can see the positioning of the text within each cell.
00:28Just like with regular text in a text frame, if I want to position this text
00:34horizontally, I use paragraph formatting commands.
00:38I'm going to switch to the Type tool and select these three columns and center them.
00:44To do that, I'll click on the Align Center formats and the text is centered,
00:50same as we would do with a regular text frame.
00:53But what about the vertical positioning and controlling more precisely, exactly,
00:58where the text appears in each cell vertically?
01:00I am going to select the entire table and now we'll take a look at Cell Options for Text.
01:09Notice the keyboard shortcut is Option+ Command+B or Alt+Ctrl+B, very similar
01:14just one key different from Text Frame Options, which is Command+B or Ctrl+B.In
01:20the Text panel of the Cell Options dialog, we can control Cell Insets, Vertical
01:26Justification as well as the location of the First Baseline.
01:31The default setting for Cell Insets is 4 points, and if you think about it,
01:37that's really a good thing because you rarely want text to bud up right to the
01:40very edge of a table cell.
01:43Vertical Justification works just the way it does in a regular text frame.
01:47I'm going to center all of the text in this table, vertically center it that is,
01:52and so I'm going to choose Align Center.
01:55And we can adjust the First Baseline position with similar controls to the Text
02:00Frame Options dialog, but this is something that we rarely have to change.
02:04Once in awhile I use the Fixed First Baseline, but only when working with images
02:10and that's something we'll look at in a later video.
02:13When I click OK, you can see that all the text is centered vertically.
02:18But now that I am looking at this table, I think I'd like the row headers to be
02:22aligned to the bottom.
02:24So I'm going to click on this row and again, I'm going to go back to my Text
02:29Options and I am going to use the shortcut Option+Command+B or Alt+Ctrl+B and
02:36for these cells, I want the text to Align to the Bottom.
02:40When I click OK, that's looking pretty good.
02:45But one last thing, I think the text in this left column is a little bit
02:49close to the left edge.
02:50So let's take a look at changing the Insets.
02:53I am going to select this first column and go back to my Text Options and first
03:00of all you will notice that the Vertical Justification is blank.
03:03That's because I have two different Vertical Justifications selected, bottom for
03:08the header row and centered for the other rows in this column.
03:11But what we want to really pay attention to here are the Cell Insets and when
03:17you first open the Cell Insets dialog box, a little Lock icon here is set, which
03:22means that if you change one, they all change and that's not really what I want.
03:28I am going to set this back.
03:30What I really want to do is change just the Left Inset, so I'm going to click on
03:34the little link icon and now I can change just the Left Inset and you'll see
03:39that the text is moving over very nicely.
03:41Controlling the position of text in table cells is easy and it's just like
03:46controlling the position of text in regular old text frames.
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Mastering row and column strokes
00:00One thing we can modify in a table that can really improve on its design is to
00:04change the row and column strokes that normally appear as those boring default
00:08one point black lines.
00:10Changing the format of table strokes is not the most intuitive or easiest to
00:14learn features, but once you know how, you'll appreciate the power and
00:17flexibility it gives you in creating more interesting tables.
00:21Let's start simple with a single table cell.
00:24I'm going to click in the cell and press the Escape key to select it and
00:28we'll start with the Cell Options > Strokes and Fill dialog, so you can see a
00:35little bit more easily.
00:37The way we control table strokes is to use this proxy that's in the dialog here
00:43and the proxy sometimes can be a little difficult to get your head around, so
00:48we're going take a look at that.
00:50Each line of this proxy represents one line in the cell that I have selected.
00:56The left stroke here represents the left side here, the bottom, the bottom here and so forth.
01:02And then below that we have the controls that we normally have for strokes and
01:07we can change those as we like.
01:09And whatever part of the proxy is selected is the part that will be modified.
01:13So let's start with a 3 point stroke that's cyan and click OK.
01:21There we have a stroke around the entire cell.
01:23You'll also notice that the left side of this cell put an override on the border.
01:29So we can override the border and actually control the border using
01:32individual cell strokes.
01:34I am going to undo that and now I am going to select two cells and take a look
01:39at that proxy again.
01:41Now the proxy looks a little bit different and it represents all the strokes in
01:45the two cells that I have selected and again if I change this to a 3 point
01:51stroke of a different color, that change is applied here.
01:56I am going to undo it.
01:58The middle line of this proxy here represents the middle stroke here.
02:03So if I turn that off and then change the stroke, Weight and Color, I just have
02:11a border around all the cells.
02:14And one more example, I am going to undo this.
02:17I am going to select now four cells and go back to our Stokes and Fill dialog
02:23and now our proxy represents all the strokes in these four cells.
02:28And if for example I want to turn off the inside strokes and just draw a box
02:33around these for cells as it were, I can turn off these proxy lines by clicking on them.
02:39And notice if I click on the intersection they both turn off and then I can
02:42change the Weight and the Color and it's reflected and updated in the table.
02:47We can also use the Stroke panel to apply strokes to table cells along with the
02:54Swatches panel to apply the appropriate color.
02:57But there is one possibly serious caveat to using the Stroke panel that I'll
03:01talk about in a few moments.
03:02So in the meantime, I am going to keep using the dialog box.
03:06I'm going to undo this change and now select the entire table.
03:11And again we'll go back to the Strokes and Fill dialog.
03:14Now this proxy works a little bit differently.
03:17Up until now with the examples we've seen each stroke of the proxy has a
03:21one-to-one relationship to a stroke in the table cell.
03:25But now we've got a lot of cells selected and it works a little bit differently.
03:30The outside strokes on this proxy do still have a one to one relationship
03:36with the outside strokes of this table, the border really which we can also control here.
03:42But the inside strokes, this one vertical represents all of the vertical strokes
03:49in the table, and this horizontal stroke represents all of the horizontal
03:54strokes in the table, so we have a one to many relationship in the
03:58representation of the proxy.
04:00Let's take a look at how that works.
04:02I am going to turn off all of the inside strokes in the proxy and then I'm going
04:06to change the Weight and Color and if we take a look at that, you can see that
04:12I've basically just put a cyan border on this table.
04:15I am going to undo that and go back to our dialog box.
04:20And this time, I'm going to turn off the outside strokes on the table and again
04:24notice that I'm just clicking on the intersection of the proxy lines here to
04:28turn them off more quickly.
04:30I'll change this to 3 points Cyan and you can see that all of the internal
04:36strokes have been changed because all the strokes and fills in the table are
04:41represented by single lines in the proxy in the dialog box.
04:44Now, what if we want to completely change the pattern of these row and column strokes?
04:51Let's take a look at another example.
04:54Here we have a table with alternating fills and a different color for a
04:58header row and let's say that we want to change the stroke patterns
05:02completely from what they are now.
05:05The first step is to select the entire table and we'll go to our Strokes and
05:09Fill dialog and when trying to reestablish new patterns throughout your table,
05:15just turn off all of the row and column strokes and the correct way to do that
05:20is to change the Weight to zero.
05:23Don't try to change the Color to Paper or something else clever, because if you
05:27do, you'll still have a stroke that's the Weight specified here and it will
05:31affect the position of your text within the table.
05:33So I've set all of the strokes in this table to zero, I've essentially turned them off.
05:39And when we take a look at that, there are no strokes at all.
05:42And in fact, the table looks pretty good as it is because the alternating
05:45fills tell us clearly where the information is and divide the information clearly for us.
05:51But let's add some strokes and come up with a different pattern.
05:55I'll select the table again and back to our dialog box and now I'm going to
06:02apply a stroke pattern to the row strokes here.
06:06So I am going to turn off all of the vertical strokes and I actually don't
06:10want to stroke on the top line across the top of the table, so I'll turn off this proxy.
06:16So now I am going to change all of the insides cell strokes with this line in
06:21the proxy and the bottom line with this line.
06:25I'm going to change this to be 3 points so we can see it clearly and
06:31we'll choose goldenrod-2.
06:34When I click OK and check the results, you'll see that I got exactly what I wanted.
06:39I have these row strokes throughout the table, but not on the top row of the
06:44table, exactly what I wanted.
06:46Let's put in some column strokes and notice I have to reset the proxy and I
06:51don't have any Weight shown here because we have mixed values here.
06:55But I'm going to turn off all of the strokes in the table including the outside
06:59edges, because I don't want a vertical stroke on the outside of this table and I
07:03am going to focus just on the inside stroke here.
07:06Let's make that 3 points of another color and click OK.
07:12Looks pretty good and it's not a 1 point black stroke, I like that.
07:17But there's one thing I don't like about this.
07:19Let's zoom up a little bit.
07:21You'll notice that all of the row strokes have drawn on top of the column
07:25strokes and that's not really what I wanted.
07:27This is the default order that you get when you apply strokes using the
07:32Strokes and Fills dialog.
07:34To reverse this, we have to go to the controls for the entire table.
07:39So I have my blinking cursor in this cell.
07:42I am going to use the keyboard shortcut to open the Table Options dialog.
07:46That's Shift+Option+Command+B or Shift+Alt+ Ctrl+B.So here is our Table Options dialog.
07:53Notice that I was able to open it without selecting the whole table.
07:57I want to come down here to Stroke Drawing Order.
08:01And you see I have several options here.
08:03What I really want is to bring the Column Strokes in Front.
08:08Turn on Preview will help and that's exactly what I wanted.
08:13So, we can use the Table Options set up to control the drawing order of these strokes.
08:20That brings me to the limitation of using the Stroke panel along with
08:25the Swatches panel.
08:27Let's take a look at how that works.
08:29Here are two very simple tables and I'm going to apply strokes to them using the
08:33Stroke and Swatches panel.
08:35Let's open the Stroke panel and I'll pull it out from the group and then let's
08:41drag our Swatches panel down here and I'm going to join these together by
08:45dragging the Swatches panel up over the Stroke panel.
08:49Now the problem with using the Stroke and Swatches panel is it's much harder to
08:53control the drawing order of the strokes.
08:56Let me show you how that would work.
08:57I am going to select this first table and now I see this proxy just as we saw in our dialog box.
09:05The first thing I'm going to do is set all of the row strokes to be really
09:11obvious color a 3 point Weight and we'll make them Cyan.
09:16I need to switch my Swatch icon so that I bring the stroke to the front and I am
09:21going to make that Cyan.
09:24And now I'm going to set the vertical column strokes to be a different color,
09:33let's make those Yellow.
09:36And I missed one here, this has to do with the proxy selection.
09:40In the previous example you saw that when we use the dialog box, the drawing
09:45order is that the Row Strokes are always on top.
09:47When you use the Stroke panel and the Swatches panel together, the drawing order
09:51is the order that you put the strokes down in, in other words, the first strokes
09:55I put down with the row strokes, so those are on the bottom and the last stroke
09:59that I put down was the column stroke, so that's on top.
10:02If this is not what I want, the problem is that this Table Setup option for
10:09Stroke Drawing Order has no effect.
10:12Let's say I want the Row Strokes in front.
10:14If I do that, absolutely nothing happens.
10:17So if I wanted the Row Strokes on top I would have to draw those second.
10:21So on this second example I'm going to take the verticals and this time, I'll
10:25turn off that proxy which was giving me this stroke here, the proxy works and
10:31I'm going to make the column strokes first, so I'll make those 3 points yellow. Let's take a look. That looks good.
10:38And now I'm going to draw the Row Strokes.
10:43So just as in our previous example, I'll make this 3 points cyan and now they
10:48are on top and I can't switch the order.
10:51The only way I can do that is if now I go back in and modify the Column Strokes,
10:56then they'll be on top.
10:58So it's kind of crazy making.
10:59There is an advantage to using the Stroke panel and that you may have noticed
11:02that each time I selected the table, the stroke proxy remembered my last setup for that.
11:09So that's good, but you can't change the drawing order.
11:12So that's one caveat of using the Strokes panel.
11:15Whether you use the Strokes and Swatches panel or the Strokes and Fills dialog,
11:19don't be afraid to modify your table strokes, 1 point black is boring.
11:23And once you understand how strokes and the table proxy works, it's really easy
11:27to break out of the boring with creative stroke patterns.
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Working with cell fills
00:00It's a wonderful world of color out there and InDesign tables are part of this
00:04world, because it's very easy to fill table cells with any color that's in your
00:07Swatches panel or Gradient for that matter.
00:10Applying fill colors to table cells is pretty straightforward and we are going
00:13to take a look at that along with some little things you need to keep in mind.
00:17Using gradients in table cells is a bit less straightforward.
00:20So we'll cover that in another video.
00:21I can apply a fill to table cells in a couple of different ways.
00:25I am going to first switch to the Type tool by pressing the letter T and I'm
00:29going to select this cell by clicking in it and pressing the Escape key.
00:34The easiest way to apply color is to just use the Swatches panel.
00:37Let's open the Swatches panel and I'll bring it over here, so we can see it a
00:42little better and first I want to check that my Fill icon is forward, and then I
00:49can just pick a color.
00:50So let's try sea_blue.
00:52The color is applied to the fill of the cell and that's pretty straightforward.
00:58I can also use the Strokes and Fills dialog.
01:01I am going to reselect this cell and right mouse click to bring up the
01:05Strokes and Fills dialog.
01:07At the bottom here you see that we have an area to apply Cell Fill and the
01:11color I just applied is shown there or I can choose any other color that's in my Swatches panel.
01:17Let's try tree-green.
01:19Now notice there is no button here to preserve overrides and so this color is
01:24going to replace the other color that was there.
01:26So now we have tree-green.
01:28One thing about applying colors to cells is that with the table cell selected,
01:32it's really hard to see the color that you've chosen and if you need to apply a
01:36color to just one cell, here's a little trick, you can simply click in the cell
01:40and then use the keyboard shortcut to bring up the Cell Styles dialog.
01:44That's Option+Command+B or Alt+Ctrl+B. Then you can hold down the Command or Ctrl
01:49key and press the Down Arrow and that takes you right to the Fills dialog.
01:54Now, we can change the color and because that cell isn't selected, we can see
01:59the color more clearly.
02:02So that might come in handy for you and of course we can apply colors to a range
02:06of cells by simply selecting the range of cells.
02:09I'll click on this row and apply a color and then we'll select this column and I
02:16can apply another color.
02:18I can apply a Tint.
02:20This would be a little bit dark if we leave it at 100%.
02:23So I'll change this to 50% and then we can select these cells and apply yet another color.
02:32Cell Fill colors can also be part of a cell style.
02:34So it can make it really easy and quick to apply color throughout your table.
02:39Let's take a look at the default fills for tables again and so here's that same
02:45table, but it's set to the default fill and I want to point out to you that the
02:50default fill for tables is None, and that means if you have a background image,
02:56it's going to show through.
02:58I happen to have one here.
03:00I am going to turn it on and because the fill is None, you would see the
03:04image through the table.
03:05If that's not what you want, you will need to select the table and then give it
03:09another fill, maybe Paper or some other color.
03:13This is also true with Alternating Fills by the way that is the default, if we
03:18take a look at that, the default for Alternating Fills is that the first row is
03:2320% black, but the Alternating Row is 100% of None.
03:28So those cells would be see-through as well or you will be able to see the
03:33background image behind those as well.
03:35So that's just something to be aware of.
03:38Speaking of Alternating Fills, we don't need the Layers panel anymore.
03:42Let's take a look at a table with Alternating Fills.
03:45As I mentioned when you apply color to a cell, it overrides whatever color is
03:50there and the same is true with Alternating Fills.
03:53If I select this column, even though it has Alternating Fills in it, and apply
03:58another color on top of that, the color changes.
04:02What didn't change here is just the Tint.
04:05So this cell is still Tinted at 100% because it was 100% of None and this cell
04:12still has a 20% Tint and so this may or may not be an effect you are going
04:17for, but it's colorful.
04:19All in all, you can see that applying color fills to table cells is pretty easy.
04:24So perk up your tables with the wonderful world of color.
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Setting diagonal lines in tables
00:00Once in a while we have a table that requires diagonal lines in a table cell or cells.
00:04 These diagonal lines might be used to show information that doesn't exist
00:09or maybe to x through information like prices of an item before the sale price,
00:14takes effect that sort of thing.
00:16Fortunately InDesign has controls that make it really easy to add diagonal
00:20lines to table cells.
00:21I'm going to switch to my Type tool by pressing the letter T, and I'm going to
00:27select some text here and delete it, so that we have some cells without
00:31information in them.
00:33And to add diagonal lines to these cells, we access the Cell Options Diagonal
00:39Lines dialog, this dialogue is pretty straightforward we have controls for
00:45the line stroke, so I can change the Weight and the Color or the Style of the stroke.
00:53And then at the top here we have different diagonal patterns that we can apply.
00:57A diagonal this way, that direction or an x, if I click OK you can see that
01:05InDesign has drawn the diagonal lines in the Weight and Color that I indicated.
01:11If I want to apply diagonal lines to cells that have text in them I can
01:15certainly do that again I'll select a couple of cells and to go the Cell
01:19Options Diagonal lines dialog, and again, I'm going to increase the Weight and add a Color.
01:26And let's make another x pattern here.
01:30One thing I would like to point out and I'll zoom in a little bit here, is that
01:34you will that this text is actually sitting on top of the diagonal lines.
01:39That's because the default setting is that the content is on top of the
01:42diagonals, but we can change that.
01:45I'll reselect the cells back to our dialog, and here you see I have a
01:53pop-up menu that lets me control if the content is in front or the diagonal is in front.
01:58Let's switch that so that the diagonal is in front, and now this information is
02:02truly Xed out, zoom back a little bit.
02:05So you can see it's pretty straightforward to apply diagonal lines inside of
02:09table cells and just one more thing I want to show you, kind of a little
02:13throwaway for you designers out there, let's turn to the next page.
02:18It turns out you can use table cells and diagonal lines to create all kinds of
02:22patterns, like this one you see here.
02:24We could change the color of the diagonal lines or the color of the table
02:28strokes or fill the cells with color.
02:31And here's a kind of crazy thing, because the current setting of these cell
02:35fills is None, I can actually click on this object and apply a drop shadow to it, crazy huh?.
02:43That one is for all you drop shadow nuts out there, including the famous
02:46lynda.com author David Blatner and others, and there you have diagonal lines.
02:52Easy to apply, whether for serious purposes or just for a little fun.
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3. Other Table Formatting
Merging and splitting cells
00:00Sometimes the information in our table is not always a perfect rid of row and columns.
00:04And there are lots of reasons we might need to combine two or more cells or
00:07divide one cell into two.
00:09Fortunately InDesign makes it very easy to do this using the Merge and
00:13Split Cell commands.
00:15These commands are essential to formatting certain tables and can also add a lot
00:18of flexibility to your tables in the process.
00:20We're going to start with the simple table that doesn't have any data in it so
00:24we can more easily see the patterns we can create with Merge and Split.
00:28In order to merge cells we have to have at least two selected of course and
00:33then we can just use the contextual menu, bring up the Table menu and Merge the cells.
00:40We can merge as many cells as we like.
00:42I can select an entire group of cells and merge them.
00:46The opposite emerging, of course, is to split the cells so if I select a
00:51smaller cell here I can split it horizontally or vertically, or I can take a
00:59group of cells that I've merged into one cell and it's just one cell so I can
01:04split that as well.
01:07If I've merged cells in addition to splitting them I can unmerge and it will go
01:13back into the original pattern that we have here.
01:15So I can actually turn this table into the Mondrian pattern and merge lots of cells.
01:24Fill them with color, kind of fun.
01:38But really Merge an Split is all about formatting a more serious tables, and
01:44here we have a table that came in from Microsoft Excel and you'll see this first
01:49cell here has been merged.
01:50That was merged in Excel so it comes over in InDesign that way.
01:55What I'd really like here is a row that goes all the way across so again I can
01:59select this top row and merge these cells.
02:05Down at the bottom here I can do the same thing.
02:07If I select these three cells and merge them the text doesn't get deleted.
02:13Of course, in this case I mean it's over but I can use cell and sits to push
02:17it back if I need to.
02:19If you merge two cells that both have text in them the text is maintained and
02:24the text from the second cell is put on a new line, there is a paragraph return in here.
02:29In fact, let's go to Normal view and turn on our invisible characters
02:34Option+Command+I or Alt+Ctrl+I and you can see that there is a return character in here.
02:39So none of the text gets deleted.
02:41Each cell will add a new line divided by a paragraph return.
02:45If I merge cells that are two different patterns, the pattern and the formatting
02:51actually that's in the first cell in the range that I select to merge is what's
02:55going to take over as the formatting for all the merge cells.
02:58So if I select these four cells for example and merge them, the text is
03:05maintained divided by paragraph returns, the alignment that was assigned to this
03:10text is maintained, and the overall formatting as far as the cell Fill and
03:15Stroke and what have you is from the first cell that I selected here.
03:18One more thing I'd like to share with you merging and splitting cells is
03:22actually a real-life example.
03:24I'm going to go to the next page and I wanted to show you this little
03:29example from a client.
03:31This is a slug that goes at the bottom of packaging and the information in here
03:35needs to be constantly updated.
03:37Well, the problem is as you can see it's just a big mess and it really,
03:41really was hard to edit.
03:42So what we did with this is we made it into a table.
03:46So here we have an InDesign table that we created by using a combination of
03:52Merge and Split commands in changing row strokes and fills and so forth, and now
03:56it's a table that's really easy to go into and edit.
04:00So tables don't always have to look like tables, and especially with the Merge
04:07and Split commands you can really benefit from the underlying structure of a
04:12table without having your table look like a table at all.
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Creating tables with rounded-corner borders
00:00One of the questions I get most often is how to make a table with rounded corner borders.
00:05Unfortunately, there is no table with Rounded Corners command.
00:09After all, tables aren't really standalone objects.
00:12They're always inside a text frame, and well, you just can't do it.
00:16However, there are a couple of techniques you can use to create a table with
00:19rounded corner borders and neither one is terribly difficult.
00:23Here's an example of the end result of one of the techniques and let's take a
00:27look at how it was done.
00:28I'm going to turn to the next page by holding down the Shift key and
00:31pressing Page Down.
00:33Here we have an unrounded corner table with alternating fills and no border.
00:39Although, whether or not it has a border doesn't really matter in this technique.
00:43I'm going to switch from Preview mode to Normal mode, and you can see that this
00:48table is sitting inside a text frame.
00:51This technique involves rounding the corners of the containing text frame of the table.
00:55I'm going to click on this text frame and the first thing we'll do is round the corners.
01:01So I'm going to go to the Control panel and set the text frame to have a rounded
01:06corner and I'll increase that just a bit and then I'm going to put a stroke on
01:13the text frame and I'm going to specify the color that's used throughout the
01:18strokes in this table, and I'll make it just a little bit thicker.
01:22Let's set it to 2 points.
01:25Now we can make this text frame snap to the table by double-clicking the corner,
01:29let's see what we have here.
01:31It looks like we have a little problem.
01:34If I zoom into the corner you'll see that the heading of the table actually
01:39sticks out beyond the edge of the text frame and it's not rounded.
01:45Now if I had a table with no fill in the header and no fill in the last row, I
01:51could actually just round the corners of the containing text frame and put a
01:55stroke on and I'd be done.
01:57But most tables tend to have some kind of fill color in either the header or the footer row.
02:03That is the first or the last row in the table.
02:06So what we can do in this case to avoid this problem is to simply pull the text
02:09frame out just enough that the corners of the header row don't show any more.
02:16But now we've got this white space around the table and the text frame and to
02:21resolve that we're going to fill the text frame with the same color.
02:25So I'll choose the same Pantone color, and oops, it looks like we have
02:30another little problem.
02:31The reason these rows have a Fill applied to them is that they were filled with none.
02:36That's one of the default alternating Fill patterns.
02:39So we'll fix that, I'm going to switch to the Type tool and select the whole
02:44table by clicking in the upper-left corner.
02:47I actually just need to click part of the table and then I can right mouse click
02:51and go to my Alternating Fills dialog and here we can see that every other row
02:57was set to have a fill None.
02:58So I'll simply change that to Paper and that takes care of that.
03:04I'm going to go back into Preview mode.
03:05So I can see what the table looks like and the last step is really just
03:09adjusting the space of the edge of the text frame around this table.
03:14I might make it a little thicker or a little thinner, but that looks pretty good.
03:19The advantage of this technique is that we don't have any extra frames or pieces.
03:24The rounding is done on the containing text frame.
03:27The potential disadvantage from a design point of view is we do have to leave
03:32a little extra border in here to sort of hide the edge of the heading showing here.
03:39Let's take a look at the second technique, and I'm going to go to the next page
03:43by pressing Shift+Page Down.
03:47Here we have the same table.
03:49This time we have a border, but that doesn't really affect the technique
03:52one where the other.
03:54And I'm going to zoom back out and go out of Preview mode where you can see that
04:00I've drawn a separate frame with rounded.
04:02It already has rounded corners and has a stroke rounded of our Pantone color.
04:07With this technique I'm going to cut the table into the clipboard and use
04:11the Paste Into command.
04:13So I'll simply select the table and its containing text frame, and Cut, and then
04:20I'm going to move my empty frame over, and now I'm going to use the Paste Into
04:25command from the Edit menu and there's my table.
04:29Now I need to adjust the positioning.
04:31What's nice about this technique though is that the table is like a graphic
04:36object inside the frame, although it's still quite editable, and I can just grab
04:41it and move it wherever I want.
04:43If we zoom in to those corners at the top the table doesn't show through it all.
04:48In fact, because I used Paste Into this frame essentially acts as a mask as it
04:54were for the entire table.
04:55So I can make it just as snug as I want, and freely move it around.
05:01But the table is still editable as I mentioned.
05:03If I switch to the Type tool, I can come into the table and select a row.
05:07I can edit the text very easily so I still have the flexibility of changing the
05:14text that's in the table or changing the format.
05:18Let's go back into Preview mode, take a look, looks good and there you have it.
05:23Even though you can't actually round the corners of an InDesign table itself you
05:27can use either of these workaround techniques to achieve the same result. Good stuff!
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Rotating text in a cell
00:00Sometimes our table design calls for text in the table headings or other
00:03cells to be rotated.
00:05InDesign makes it really easy to rotate text at 90 degree increments.
00:09I'm going to switch from Preview to Normal mode, and let's select these cells in
00:15the table to rotate to 90 degree increments.
00:18We rotate text using Text > Cell Options, and in the lower corner of this dialog
00:24box we have a Text Rotation dialogue.
00:27It's currently set to 0, I can rotate the text into 90 degree, but you see I've
00:33created text overset.
00:36Even though this row was set to grow set to the At Least setting, I still get text overset.
00:42But it's pretty easy to fix.
00:44I can just grab this bottom row stroke and pull it down and there we go.
00:49But that's not really the direction I wanted the text rotated in.
00:52So we'll go back to our Cell Options Text dialog and the choices we have our 90,
00:57a 180 degrees, oh, upside down or 270 degrees which is the same really as -90
01:04degrees, and that's really what we want.
01:07When we rotate text at 90 degree increments, in this case -90 degrees, the
01:12paragraph alignment works at a 90 degree angle as well.
01:16In fact, if you look carefully at the text cursor the baseline is perpendicular
01:22to what would normally be the baseline of the cell.
01:24So what that means is that what is normally the left alignment will be at the
01:29bottom of the cell and right alignment goes to the top of the cell, and centered
01:36of course stays centered.
01:38As far as our Cell Options for alignment go, the orientation of the cell
01:43insets doesn't change.
01:44In other words, the bottom insets are still at the bottom of the cell and the
01:51left is still to the left, but the vertical justification is rotated as well.
01:55So you need to kind of turn your head to a 90 degree angle and then you'll
02:00understand that Align Top is actually going to move this text to the left and
02:04Align Bottom will move it to the right.
02:08And centered is still centered of course.
02:11Those are our options for rotating text in InDesign.
02:15However, one thing that people really want to do most often with rotating text
02:19or very often I should say is to rotate it at a 45 degree angle.
02:24For that we need a little trick of the trade that I'm going to show you now.
02:28I'm going to turn to the next page using Shift and Page Down and we have this
02:33same table here and I'll zoom out a little bit.
02:37If you need text rotated at a 45 degree angle, there is no automatic command and
02:41there are couple of different tricks you can do to try to force InDesign into
02:45it, but this is the one I like the best.
02:48Especially, for tables that aren't too large or complicated it's not a
02:51bad solution I think.
02:53First, I'm going to select this table and I'm going to separate the header row
02:59from the rest of the table.
03:00In this way I'm going to thread them.
03:02So I'm rolling up the text frame so that all I can see is the top row and then I
03:07get text overset in the text frame itself.
03:11I'll click to load the place cursor and then I'll just draw the rest of
03:14the table down below.
03:17Now I'm going to make this frame just a little bit larger and I'm going to
03:22switch to the Type tool and just drag down the bottom stroke of that row to make it taller.
03:30The next step is where the trick comes in.
03:32I'm going to select this entire text frame and I'm going to skew it to a 45 degree angle.
03:40The table is still one table.
03:42It just happens to be threaded into text frames.
03:45If I pull the bottom of this frame down you'll see that first row come up. Wow!
03:51You can do some crazy stuff with that.
03:54But I'm going to roll this back up and choose the next steps to get the text in properly.
03:59I'm going to select all the text in this row and just delete it.
04:05Over on the pasteboard you can see that I actually have all the header text,
04:09each bit of text in its own frame.
04:12I'm going to take one of the labels that we want to rotate at 45 degree and copy
04:16it into the clipboard, Command+C or Ctrl +C, and then click in the cell where I
04:22want it to be positioned.
04:24I'm going to paste it into place and you can see that it takes on the skewing
04:28angle of the text frame.
04:30Now I'm going to select this, you can see that it's anchored, we zoom in just a
04:35little bit, and I'm going to do two things to this text.
04:38One, is I'm going to turn the skewing off by setting the skewing to 0.
04:43Then the next thing I'm going to do is rotate it 45 degree. There you go!
04:49So the idea here is that we take each bit of text, and yes, it's a little
04:54time consuming, but if this is the effect that you really need it's
04:59definitely one way to go.
05:00So again we paste this text in, we remove the skew effect that was picked up by
05:06setting the skew to 0, and then we put a 45 degree rotation on.
05:11What about this first cell where I want text in there, but I don't want to rotate it.
05:16In that case I do the same thing, I'm going to copy and paste this in.
05:20I have a little text overset there.
05:23Let's get rid of that.
05:25And in this case I'm just going to remove the skewing from the text so it's
05:30sitting upright in the cell, but it's not rotated.
05:33I can select these cells and I can adjust the spacing.
05:36I'll open my Cell Options dialog and if I want to bring it a little closer to
05:42the bottom of these cells I just adjust the insets.
05:45So you get the idea.
05:47I'm not going to do the entire table.
05:50It's a little bit of work, but the net result is that you can have a table that
05:53has headings rotated at 45 degrees.
05:56A little alignment and we're good to go.
06:03So you can see how easy it is to rotate text in a table cell at 90 degree increments.
06:08But if you need other angles, it's really good to know some of these little
06:11tricks of the trade.
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Using gradients in tables
00:00We know it's very easy to apply solid color fills to table cells using either
00:04the Swatches panel or the Strokes and Fills dialog.
00:07We can also apply gradients to table cells the same way, but gradients don't get
00:12applied exactly the way we might like. Let's take a look.
00:16I have a few gradients set up in this document and I'm going to open the
00:20Swatches panel, and pull it over here, so we can it a little bit more clearly,
00:25and I have three gradients.
00:29One goes from just one color to another, and then I have one that goes from
00:37one color to another, and then back again, our A-B-A_gradient, and then we
00:41have a radial gradient.
00:43I'm going to switch to the Type tool by pressing the letter T and we'll go into
00:48Normal Mode, so that we can see what this looks like.
00:52If I select an entire row of this table and apply a gradient, we'll choose the
00:57A-B_gradient, doesn't look so bad.
01:00It goes from one color to another.
01:02Let's try our A-B-A_gradient.
01:06That looks pretty good too.
01:08But, the problem comes in if we try to apply it to a single column.
01:12I'll select this first column, and then apply the same gradient.
01:17That's not exactly what I expected, because this is my A-B-A_gradient, I wanted
01:22it to go from green to yellow and back to green.
01:26That's just not what I wanted.
01:28The reason this problem comes up is that gradients applied to tables are really
01:34seeing the entire text frame that the table is sitting in.
01:37I'll show you what I mean.
01:39I'm going to select this text frame and apply that same gradient.
01:44Here is where the gradient is actually being applied, and you can see that in
01:49fact, that's what I got in that first row and this is what I got in that column
01:55which is not exactly what I wanted.
01:57I'm going to undo that.
01:58There are a couples of ways that we can fix this.
02:02One which I'll show you now is to use the Gradient Swatch tool.
02:07I'm going to select this first column and then I'll choose the Gradient Swatch
02:11tool, and redirect the gradient.
02:15Now, that's more what I intended to have when I applied this
02:19particular gradient.
02:21So I can use the Gradient Swatch tool and I can even redirect the
02:26gradient altogether.
02:27So I'm going to go from top to bottom.
02:30That's pretty interesting!
02:31But it's a lot of work.
02:33The only other thing we can do is create a new gradient, and adjust the color
02:37stops to try to fit the column.
02:39Let's look at another example.
02:41I'm going to hold down the Shift key, and press Page Down, and here is a
02:44table with no fills in it, no gradients, and I'm going to make a copy of our A-B_gradient.
02:51So I'll right mouse-click on the A-B _gradient and Duplicate the Swatch.
02:56Here, I have a copy and I'll go to Swatch Options and we'll rename this.
03:01We'll call it gradient column.
03:06Now, I can move over these stops.
03:10So I'm going to select the row to begin with, and we're going to apply
03:15the original gradient. That's okay.
03:21Now again, if we apply that same gradient to the first column, that's not what we want.
03:26But, if we apply our new gradient, it's a little bit better.
03:31It goes from one color to the other which is much closer to what we wanted.
03:36But, the problem with building a new gradient is it'll really only work in this column.
03:42If I try to apply it to another column, that's not what I wanted at all.
03:48And again, that's because this gradient is being applied or the gradient is
03:52seeing the entire text frame, and so we do have our color shift here.
03:57But, by the time we get to this location in the text frame, we're into this other color.
04:03So gradients can be used in tables, but they really work best when they're
04:07applied to cells that either span the width of a text frame, or if they're
04:11applied to an entire table.
04:12For example, we can select this table, and apply our radial gradient and
04:19well it's interesting.
04:21It's fun to play around with gradients, but just be aware of these limitations
04:25as you add them to your tables.
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Dealing with overset text
00:00One of the most frustrating things about working with tables can be dealing with text overset.
00:04It doesn't have to be that way though, as long as you know why it's happening
00:07and more importantly, how to fix it.
00:10The cause of text overset usually has to do with row height.
00:13Let's take a look at this table.
00:15I'm going to switch from Preview to Normal Mode.
00:19If I click on a row in this table, we can see on the Control panel here that
00:23it's set to one of the two modes of row height which is that it'll grow.
00:27It's set to At Least.
00:29That means if I change the width of this column, the text will rewrap, and if I
00:34make it narrower, it still rewraps.
00:36It also means if I add text to a cell that, that cell is going to grow.
00:40I have some text over here on the pasteboard, so I'm going to select it with
00:44Command+A or Ctrl+A, and copy it into the clipboard with Command+C or Ctrl+C and
00:48then I'm going to click in this first cell and paste it. Wow!
00:55That grew all right.
00:56Maybe that's just a little much.
00:58We'll actually delete part of this and you can see when I do that, the row
01:01height is reduced again.
01:03You're rarely going to have overset problems when you have the row height set to
01:08At Least, so that it grows.
01:10The problem comes in when you set the row height to a Fixed Height.
01:14I'm going to select all the rows in this table and usually we want them all to
01:18be the same height, and I'm going to set the row height to Exactly. Let's try 5 picas. Wow, there we go!
01:28Overset all over the place.
01:30Now, there are a number of ways we could fix it, we can always make the columns
01:34wider or we could make the font a lot smaller.
01:37But sometimes, we don't have that option, and what we really need to do is to be
01:41able to edit the text that's in the cell.
01:43But, how do we know it's in the cell?
01:45It's not like overset in a regular text frame that we can maybe flow on to our
01:50pasteboard somewhere.
01:51In order to see the text in a table cell, so that we can edit it, it's
01:55actually really easy.
01:56Story Editor to the rescue.
02:01Here, we can see my blinking cursor matches where it was in the layout, and
02:05there is my overset clearly marked.
02:08So now I can come into this text, and edit it, and avoid the overset.
02:13Italy is one of the most important centers for art. No more overset.
02:20So don't let overset lead to upset. Use the Story Editor instead.
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4. Table and Cell Styles
Understanding the limitations of table and cell styles
00:00If you use InDesign styles like paragraph and character styles, which hopefully you do,
00:04maybe object styles once in a while, table and cell styles are going to
00:08look pretty familiar to you.
00:09The basic approach is the same.
00:11But there are a couple of limitations in table and cell styles that I know
00:14really threw me off when I started trying to learn them and I wanted to
00:17share them with you.
00:18We're going to cover the details of the how-to and other videos in this chapter,
00:23but I wanted to point out a couple of things upfront, so that hopefully you
00:26won't get discouraged by trying to use table and cell styles.
00:29But, we'll end up really appreciating your power and speeding up your table formatting.
00:33I'm going to open the Table Styles panel and that lives under the Window >
00:37Styles menu and here we can see I have one table style in this file.
00:43If I click on this table, that's the style that's applied to it.
00:47And just like other styles, we can right mouse-click to edit this style, and it
00:52has the same general setup with different things here that you can control.
00:57And table styles also let you include cell styles within the definition of the table style.
01:04Just like with other styles in InDesign, we can even load table styles and cell
01:08styles from other documents.
01:10I'm going to choose from the Menu here, and choose Load Table and Cell Styles.
01:15We have a document here,
01:18that its only purpose is to let us load table styles from it.
01:21I'm going to open that document.
01:23Again, just like with other style types, we have a list here.
01:27This icon represents that these are table or cell styles and it also brings
01:32along any paragraph styles that are used in the table cells.
01:36I am going to turn off Basic Table.
01:38I don't like to bring that over and I never like to bring over basic paragraph
01:42from another document, because you just don't know how those are defined.
01:45So with that, I'll click OK and now I have this second table in my panel, and
01:50so far, everything looks very familiar, and it is, because it works the same as other styles.
01:54I'm going to switch to the Type tool and I can select this table which has this
01:58style applied and simply click on this style, and it's applied.
02:03So that works really great.
02:05I'm going to go down to the second table, which is partially formatted and
02:09what's partially formatted in here is really important to understanding the
02:12limitations of table and cell styles, because what's formatted here is first of
02:17all, this row has been converted to a header row.
02:20I know that because it says Convert to Body Rows, so it's already a header row.
02:24The other thing that's important to note that the formatting that's been done on
02:28this table includes the row height and column width.
02:32That's already been set and these two things are very important, because neither
02:35of them is something that you can incorporate into a table or cell style.
02:41So with this formatting already applied to this table, the header row
02:45designated, and the row height and column width set, I can simply click on this
02:50table, and apply a style, and it works great.
02:55But, if I go down to this table at the bottom which doesn't have the header row
02:59designated and doesn't have the row height and column width set, when I apply
03:03the style, it's not quite such a satisfying experience.
03:07I am going to click on tide_table, and that's just not quite right.
03:13In order to make this table look right, I'm going to have to first of all, click
03:16on this top row and make it a header row, and then I'm going to have to set the
03:21row height and column width for the entire table.
03:25So I'm going to set that up here in the Control panel, and then I'd have to
03:31control or reset rather, or adjust the column width also.
03:37So this doesn't really seem logical especially with the row height and column width.
03:41That's something that we think should be part of the styles, but it just
03:45isn't.But, I think if you approach table and cell styles knowing that the row
03:51height and column width is not part of the style, nor is the specification of
03:55which row is a header row or a footer row for that matter.
03:58Once you get your head around that or kind of get beyond it if you will, you can
04:02really find a lot of power in using table and cell styles.
04:06So table and cell styles are immensely useful.
04:09But, if you try to learn how to use them without understanding these two
04:13basic table formatting attributes can't be set, it can make your experience very frustrating.
04:18Once you understand the limitations however, you can really start to enjoy the
04:21incredible power of working with table and cell styles which we're going to
04:24cover in detail in the other videos in this chapter.
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Setting up and applying cell styles
00:00Cell styles are really useful when it comes to speeding up formatting
00:03of InDesign tables.
00:05Even if you never used a table style, you should definitely get familiar with
00:08how cell styles work.
00:10I am going to start by opening the Cell Styles panel.
00:12Let's pull this over here and we have here a basically unformatted table.
00:19It has the default basic table style applied and if I click in a cell and select
00:23it, we see that the cell style, None is applied.
00:26Now, None for cell styles is a little bit different from None for character styles.
00:31The character style of None is truly empty, but with the cell style of None,
00:36it's not really empty because if we look up here at the Control panel, with
00:40this cell selected, we can see that it has a 1 point stroke around it and it
00:46also has a Fill of None.
00:47So we'll keep that in mind as we move forward with working with styles.
00:51Let's start by defining a new style.
00:53I am going to hold down option or Alt and click on the New Style icon and here
00:57we have the New Cell Style dialog.
00:59I am going to make a new style called green_cell and you can see that this
01:04dialog looks pretty familiar, we have General settings here, we can base this
01:09on another style or put in a shortcut and we have different panels here where
01:13we can set things like the text positioning, set our Strokes and Fills or add Diagonal Lines.
01:20These are all empty, but again they're not truly neutral in all cases.
01:25I am going to define this cell style with a color, how about olive-green and
01:31click OK and now we can apply it to the cell.
01:35And the result is pretty much what you'd expect.
01:37I want to take a look for a moment.
01:40At the Cell Options though that we normally have when we are formatting a
01:43cell directly and we have text which we saw in the Cell Style dialog, we can
01:48define Strokes and Fills.
01:49That's what we did in our style.
01:51We can add Diagonal Lines if we want, but there was no Rows and Columns setting.
01:57Cell styles cannot set Row Height and Column Width.
02:00That's just all there is to it.
02:03I know, I don't like it, but that's just the way it is.
02:05So you have to work with it.
02:06Let's click OK and knowing that we have to define our own Row Height, let's do that now.
02:12I'm going to select this table and change it from the default growing setting of
02:16At Least to Exactly.
02:17We'll make this two picas p6.
02:22So now we have our Row Height set and let's get back to the Styles.
02:26I am going to apply this style to this entire row by selecting the row and
02:31clicking on it and I want to talk for just a moment about cell style overrides.
02:36If you look at the bottom of this panel, they're not active now, but there are
02:39two icons that have to do with overrides.
02:42One says Clear overrides in selection and the other is Clear attributes not
02:48defined by style, what's the difference here.
02:51Well if we go back to this style and look at it, the only attribute that we
02:56defined or changed is the Fill Color.
02:59So that is the only attribute defined by this style.
03:03If I change the Fill Color and I'll select this cell and open the Swatches panel
03:08and change it, we have an override.
03:13And this is a local override, because we're overriding the attribute that's been
03:16defined there, namely the Fill Color.
03:18So, this icon is now available to me and I can clear the overrides in that selection.
03:25However, if I change an attribute that's not even defined in the style, it
03:30doesn't act as an override.
03:32Here is what I mean.
03:32I am going to select this cell and we didn't change any of the stroke weights in this style.
03:38So I'm going to come up to the Control panel and deselect the top and left
03:42stroke and then I am going to format the right and bottom stroke to be a lot
03:47wider just so we can see it.
03:50Now if I click in this cell, no override is showing.
03:54And in fact, the icon to clear overrides isn't even available to me.
03:59What I can do is clear any attributes that are not defined by the style.
04:02But I don't redefine the style by just adding attributes that haven't
04:07already been defined.
04:08I'd have to basically create another style.
04:11Just like other styles in InDesign, we can define cell styles either from using
04:16the Cell Style panel or we can go ahead and format some cells to make them look
04:20exactly the way we want them and then we can just pick up the styling from there
04:24and that's really the easiest way to do it.
04:26I prefer to build paragraph styles that way and same is true for cell styles.
04:30I want to get it to look just the way I want and then I'll pick up a
04:34definition from that.
04:35So let's start with this header row here.
04:37I am going to select this first cell and with that cell selected I'm going to
04:41click on the Create New Style icon and I'll hold down the Option or Alt key and
04:46we'll call this header_rows.
04:49Notice that it picked up certain attributes, they are no longer neutral.
04:54We changed the Vertical Justification, the Left indent.
04:58We put a fill and a stroke on it.
05:00We didn't add any Diagonal Lines.
05:02Now, the one thing that doesn't get picked up from a cell when you define it
05:07from an existing cell is the paragraph style.
05:10This is possibly one of the most powerful aspects of a cell style is a paragraph
05:16style and we want to be sure and use that feature whenever we can.
05:20So I am going to choose a paragraph style called table_text_head and I'll click OK.
05:26By the way this paragraph style, table_ text_head actually includes a GREP Style
05:32that says anytime I have text inside parentheses, apply the character style
05:37called inside_parens which gives me the italic here.
05:40The point being that you can use any kind of paragraph formatting, GREP Style,
05:44Nested Style that you can use on regular text, you can use in a table cell.
05:48And there are some excellent videos in the lynda.com Library on GREP styling.
05:52But, back to our cell styles, let's define a couple of more styles here, I am
05:56going to select one of the cells in this left column, press the Escape key to
06:00select the cell, we don't need our paragraph styles anymore and Option or Alt
06:04click on cell styles and we'll call this description_cells and again it picks up
06:11various attributes from this cell.
06:13And we are going to add the paragraph style, table_text_med.
06:18One more, we'll select one of these cells in this area and Option+click or
06:24Alt+click on new style and we'll call this body_cells and again include the
06:28paragraph style that in this case is called table_text.
06:31So you can see that makes it really easy to build cell styles.
06:35Now let's apply them to this bottom unformatted table.
06:38I am going to select this row and change it from a green_cell to header_rows.
06:44Notice that this new cell style completely overrides the old cell style.
06:51So if you have one in there and you put another style in, it overrides the first one.
06:55Let's select the cells here and we can apply the description_cells and then
07:00we'll select our body text cells here and apply body_cells.
07:07So when you think about all of the formatting that's in a table cell, the
07:10Justification, the Insets, the Fill Color, the Stroke Color and the paragraph
07:14style, that's a lot of work if you have to do it from various places in the
07:19menus every time you format a cell.
07:21That's part of what makes cell styles really, really useful and why it's a good
07:24idea to get up to speed on them.
07:26Now, one last thing that I want to show you and that is that we can redefine
07:30cell styles just the way we do other styles in InDesign.
07:34Let's say that I don't really like the color of this screen against the other.
07:37So I am going to select this first cell and open my Swatches panel and the Tint
07:43is 25% and that's okay, but I am going to try to perk it up with another color.
07:48Let's try sea_blue.
07:49That looks pretty good.
07:52Now if I select this cell, I see that there is in fact an override on it and
07:57just like I do with other InDesign cells, I can right-mouse-click and
08:01Redefine the Style.
08:03And, all the cells that have that style applied, update automatically, just
08:07what you would expect.
08:08The only thing that I don't want to let throw you off about cell styles is they
08:12cannot set row and column width.
08:14But don't let that stop you from using them.
08:16You can see how very useful they can be, especially if you have a large table to format.
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Setting up and applying table styles
00:00Table styles are a great way to speed up formatting of your InDesign tables,
00:03especially if you work with lots of tables in your documents.
00:07I've already opened the Table Styles and Cell Styles panels from the Window > Styles menu.
00:11Let's take a look at the table style options by looking at the basic table style.
00:15Here you can see a standard setup for a Style Option dialog, we have the
00:19various formatting controls that we have on the Table Options menu, except we
00:25don't have any option here to specify the header and footer rows, we have to do that manually.
00:29But one thing that's a little different about Table Style Options is that
00:33they use cell styles.
00:35Down at the bottom of this dialog, you can see that we can set cell styles for
00:39various parts of the table.
00:41And this kind of makes sense because if you think about it, there are a very
00:44limited number of formatting options you have at the table level.
00:48I mean you can set the border and you can set Alternating Fill and Stroke
00:52Patterns, but that's about it.
00:53Everything else we format in the table, like the position of the text within a
00:57cell or fills and strokes for header rows and the formatting of the text
01:02inside each cell which we can do with the cell style, all of that is done at the cell level.
01:07So table styles really are kind of useless without cell styles.
01:12Now, we can designate cell styles for different parts of the table:
01:16Header, Footer Rows, Body Rows and the Left Column and the Right Column.
01:20I made a little overlay in this file to help you visualize that a little better.
01:24I am going to go to the Layers panel and turn on the overlay layer and these are
01:29the different parts of a table that can be defined with cell styles.
01:33You don't need to make them all different, but you have the option to make them
01:37different if you need to.
01:38Most commonly in table styles you'll at least have two cell styles;
01:42one to apply formatting to the header row and the other to apply formatting to
01:48the body cells or the whole rest of the table down here.
01:52But, if we need to we can format other parts of the table.
01:55For example, here in the Left Column this text is formatted a little differently
02:00from the text in these other cells.
02:03So we can make a separate cell style for the cells in the Left Column.
02:07Let's turn that overlay off and take a look at how we build table styles.
02:11I am going to turn to the next page by holding down Shift+Page Down and let's
02:16switch from Preview to Normal Mode.
02:19Just like other styles in InDesign, the easiest way to build a table style is to
02:23go ahead and format a table the way you want it to look and then to use that as
02:27the basis for your style definition.
02:29We do that with paragraph styles, character styles and even object styles and we
02:33can do the same thing with table styles.
02:35So I've already formatted a table here and we're going to use that to build a
02:38table style that we'll then apply to the unformatted table underneath.
02:43First, I am going to select the table and then I am going to hold down the
02:47Option or Alt key and click on the Create New Style icon.
02:51Let's call this green_table.
02:52Now you can see that we've picked up the table style and here we have
02:57our Alternating Fills.
02:59So I am going to click OK and now let's just go ahead and apply it to this
03:02bottom table down here, here we go, green_table.
03:07Well, we have some things here, but not that much.
03:11For one thing remember that table styles and cell styles cannot control the Row
03:16Height and Column Width of your table.
03:18You're going to always have to set that manually.
03:21So I am going to select the rows in this table and make them an exact
03:25height, let's make them 2.5 picas and I'll change the Column Width of these
03:33columns, let's make that 6 picas and then I'm just going to make this column
03:38wider by dragging it over.
03:40The thing that we can't format with table styles or cell styles is we can't tell
03:46InDesign which row is the header row.
03:49That's normally a table level format.
03:51And InDesign Styles just can't keep track of it.
03:54So I am going to click on this first row and make it a header row.
03:59Now, that first row is a header row, but it doesn't have any formatting in it
04:03yet, because I haven't defined the cell style that's going to format it for me.
04:08Next, we need to start building the cell styles that are going to bring the
04:12additional formatting into this table.
04:14I am going to start with the header row and just click in the first cell here
04:18and press the Escape key.
04:20Now I am going to go to the Cell Styles panel and again Option+click on the New
04:24Style icon and let's call this cell style, how about header_cells.
04:30We've picked up the definition of the formatting that's there and we can also
04:35add the paragraph style.
04:39So I am going to click OK and now we're going to put that header cell style
04:44into our table style.
04:46So for the green_table style we want our header rows to be styled with the cell
04:52style called Header Cells.
04:54I am going to click OK. Good news! There we go.
04:59So that entire row is formatted for us.
05:01Now, I'm going to go through and make cell styles for the other regions of the table.
05:06The left column is different from the body cells because it has a different font
05:10in it and also, it's a little hard to see in this view, but there is a solid
05:15stroke on the right side of this cell, but there is no border, so the left side
05:19has no stroke on it at all.
05:21So that's a unique style for this entire column.
05:24Again, I'll press the Escape key and Option+ click or Alt+click on the Create New Style icon.
05:30Let's call this left_col.
05:33It has this paragraph style in it.
05:37Now, these are my body cells, so I'm going to click in just any one of
05:40them, press the Escape key and again create a new style and we'll call this body_cells.
05:47And the paragraph style here is table_data.
05:53Finally, I need to format the cells in the right column a little bit different,
05:56simply because like the left column there's a solid stroke here, but there's no
06:01stroke on the outside.
06:03So that needs a different stroke pattern than the body cells.
06:07Again, I'll click in the cell, press the Escape key and create a new cell style from this.
06:12Let's call this right_col.
06:15The paragraph style in this case is the same as the body_cells, table_data.
06:20I am going to click OK.
06:24Now I'm going to put these cell styles into my table style and see what we have.
06:29I'm not using any footer rows in this table, but for body rows, I am going to
06:34apply the cell style that I created.
06:38The Left Column needs a cell style called left_col.
06:41You can see why I named them this way;
06:43it's easy to keep track of which one goes where.
06:46Now when I click OK, there we go.
06:49The table has formatted.
06:51Let's go back into Preview Mode so we can take a look.
06:55Now that I have this style built, I can apply it to other unformatted tables.
06:59I am still going to have to set the header row and change the Row Height and
07:02Column Width, but all of this formatting is done for me automatically.
07:07It takes a little time to set up these table styles, but if you work with a lot
07:10of tables in your documents, they can save you an enormous amount of time.
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Using cell styles to "clean up" table styles
00:00Table styles speed up design, but they can't do everything.
00:03Sometimes we need to apply an additional cell style to get the look we want.
00:07Let's take a look at a few examples.
00:10I've already opened the Table Styles and Cell Styles panel from the
00:12Window Styles menu.
00:14Here we have a table that already has a table style applied, tide_table, and I
00:18am going to apply it to the table down below.
00:21This table is unformatted, except of course, we already set the row, height, and
00:24column width, because we can't apply that in styles.
00:28So I've selected the table and I'm going to apply the style.
00:31Well, that looks pretty good.
00:33Let me deselect everything.
00:34I am holding down Shift+Command+A or Ctrl+A. That's not quite right.
00:40If we click in this cell, we can see that the cell style header_cells has been applied.
00:45When a cell style is used inside a table style, you can click in the cell and
00:49tell which cell style it is, because the name of it appears down here.
00:53It doesn't get highlighted in the panel, but we can see which style it is here.
00:57Well, this is one of the most common reasons that we have to use extra cell
01:00styles to fix our tables.
01:03We only have one style that we can apply to the entire header row.
01:06So that means, any time this right and left cell of the header row is
01:11different from all the other cells in header row, we have to bring out an extra cell style.
01:16And if you look at this design, you can see that most of the header rows or
01:20the center header rows have strokes on both sides of them, but the left and
01:24right side only have a stroke on one side, so we need to create a cell style to fix that.
01:29We'll create the cell style by simply selecting these cells.
01:32It's the easiest way to do it.
01:34And so with this cell selected, I'll go to the Cell Styles panel and hold down
01:38Option or Alt and click on Create New Style.
01:42Let's call this one left_header_ fix, because that's what it is.
01:47Notice, that the style has also picked up the most important thing here and that
01:53is the Left Stroke Weight is turned off. It's set to 0.
01:56Now we'll do the same thing for the rightmost cell in the header row, I'll
02:01select it by pressing the Escape key and then we'll Option or Alt click on the
02:06Cell Styles Create New Style icon, and let's call this guy right_header_fix.
02:13Now that we've created these cell styles, it's really easy to go in and correct
02:17the formatting for this table.
02:18Here is our left_header_fix and there's our right_header_fix.
02:22So even if you had a lot of tables in your document with this table style
02:26applied and you had to go back and fix the header row corners, it's not so bad.
02:31It's pretty easy to do as long as you create a cell style to speed along the process.
02:35Fixing the style of your header row is one of the most common reasons that
02:39you'll need to create these extra cell styles, because remember, when we assign
02:44a cell style in our table style, we have to apply one for the entire header row,
02:48we can't break out the left cell or the right cell of that entire header row.
02:53And lots of times our designs have a different stroke treatment on one side or
02:58the other, of these outside cells.
03:00Let's take a look at a slightly different kind of example.
03:03I am going to turn to the next page, Shift+Page down, and here we have the table
03:07that also has a table style applied to it and if I click around, I can see that
03:13there is a Header cell style, there's one it's cut off in the panel here, but
03:19it's a left column style, and then this part of the table has the same cell
03:24style applied to it, again, via the table style called body_cell.
03:30The problem in this table is that this one column of all the body cells
03:35should be centered.
03:36The style calls for them to be right aligned.
03:38So in this case we have to start by creating a paragraph style that will fix this.
03:43I am going to open the Paragraph Styles panel and the paragraph style is
03:46called table_text2.
03:47I am going to make a duplicate of that and we'll call this table_text_centered.
03:55I'll change the Alignment and then I am going to select this column where we
04:02need to center the text and apply the paragraph style.
04:05Now, if this is the only fix you need to do your table, you don't really have to
04:09create a cell style, you can just apply the paragraph style.
04:12But this is another thing that comes up a lot in tweaking the formatting from table styles.
04:18One more example is this table.
04:20We have a table style applied and that style is what's giving us the alternating
04:25fill patterns here, two Pantone colors, alternating on every other row.
04:34But the design of this table calls for creating the effect of both alternating
04:39row fills and column fills.
04:41Well, you can't do that in InDesign and one of the reasons is InDesign doesn't
04:45really know what to do with the colors where these two fill patterns intersect.
04:50We've made a design decision to make these cells a light tint of this primary
04:56pantone color and then these cells are a tint of this teal color.
05:01In this case, we simply created cell styles that apply these fills to the cells.
05:06And then yes, we had to go through and select each one, one by one, you can't
05:11select noncontiguous cells and apply the cell styles.
05:14So you probably wouldn't want to do this for a document that has hundreds of
05:18these tables, but if it's a smaller table, you can use these individual cell
05:22styles to really do any number of things and it doesn't take that long really.
05:27There are plenty of other times when you're going to need to create a cell style
05:30to fix the formatting applied by your table style.
05:33If you have subhead rows running through your table, you'd have to create
05:37a separate cell style for those, you can't include them as part of the table style.
05:41But, even if a table style doesn't format every cell of your table exactly just
05:45right, you can see its pretty easy to use cell styles to finish the job off and
05:48still save tons of time.
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5. Updating Tables
Working with linked files
00:00Wouldn't it be nice if every time we completed a layout it would never be edited again?
00:05That would be nice, wouldn't it?
00:07You spend hours and hours bringing life to an otherwise dull Excel worksheet,
00:11then suddenly there's new data in the worksheet and now you've got to get that
00:15into your beautiful InDesign table.
00:18Well, the good news is that we can create links to Excel and Word table
00:22documents just like we can with images, so that when the original file is
00:26modified, we can update it to the current version in our InDesign document.
00:30The not so good news is that not 100% of the formatting is maintained, but you
00:35can come pretty close, especially if you apply table styles.
00:39We're going to take a look at how to update table data by linking to the
00:42original document it came from, and how to tweak the data once it's updated to
00:47make this process as painless as possible.
00:50The first step is to set up your InDesign document so that it links to the Excel
00:54worksheet or Word table document you'll be placing and formatting as a table.
00:59We do this under Preferences.
01:01On the Macintosh this is under the InDesign Preference menu and on Windows it's
01:05under the Edit menu.
01:06We are going to go to the section on File Handling and if you look at the bottom
01:11of this dialogue there is one unchecked option, which lets us Create Links When
01:16Placing Text and Spreadsheet Files.
01:19By turning this on we are going to have a linking relationship with any text
01:23document or Excel document that we import just like we do with images.
01:29And this is a preference that's going to travel with the document, so we don't
01:32have to worry about turning it on every time we open the document up.
01:36On the flipside, we want to be aware that it's on and not link, say a Word
01:40document with text in it that we don't want to accidentally update.
01:44So just be aware of when you have this turned on and make it work for you,
01:48instead of against you.
01:49I am going to click OK and now let's take a look at an Excel spreadsheet that
01:54we're going to import.
01:55I am going to be using an Excel document in our example today, but everything
02:00I'm showing you will apply to Microsoft Word documents as well.
02:03Here we have a pretty basic Excel document.
02:06It's got headings here that are unformatted as is pretty much the rest of the table.
02:11Fairly straightforward, let's place it in InDesign.
02:15I'm going to use the File Place command and here's the document we were just looking at.
02:22Now the first time you import an Excel document especially when you have these
02:26linking relationships established, it's a good idea to take a look at the
02:29import options dialog box.
02:32We can do that by either checking this box here or use the shortcut holding down
02:37the Shift key and then clicking Open.
02:40Here we have the Microsoft Excel Import Options dialog and there are a lot of
02:44things you can control about the way your spreadsheet is imported, whether it's
02:49linked or not, this dialogue is always available to you by holding down the
02:52Shift key, when you place a document.
02:55First of all if there are multiple worksheets in the document, this one only has one.
02:59But if there are multiple worksheets, you can choose which one you want.
03:04You can also restrict the Cell Range, so you don't have to import all the data
03:08that the guys in accounting have set up in the document.
03:11You can bring in just part of it by restricting the Cell Range.
03:15Under Formatting we have a number of options.
03:18We can bring the table in as a Formatted Table.
03:21That is, with any formatting that was done in Excel.
03:24We probably don't want that.
03:25We can bring in all the information with No Formatting or we can bring
03:30the information in and have it not be a table at all, but have it
03:33converted to Tabbed Text.
03:35And this last option, Formatted Only Once will bring in Excel formatting and if
03:41the formatting is changed in Excel, it won't be updated in the InDesign file,
03:46but again, we want the guys in accounting formatting this thing.
03:49So, we're going to bring our spreadsheet in as an Unformatted Table.
03:54We can also apply a table style, but we're just going to leave it as a
03:57basic table for now.
03:59I'll click OK and place the table on the page and there it is.
04:03Let's go into Preview Mode so that we can see the formatting of the table a
04:06little bit more clearly.
04:08To standard table here's our worksheet, but here's the important thing.
04:13If we take a look at the Links panel, here is the Excel file that's linked just
04:18as an image would be.
04:20And if this file is changed, we're going to get an out of date reference or that
04:25yellow icon in our links panel here.
04:27Let's switch back to Excel and make a change in that file.
04:32So, this is about food consumption by Americans over the years, and I say, let's get healthy.
04:38Let's eat more Tofu and how about a little Granola, much better.
04:42I am going to save this file and let's go back to InDesign.
04:47Now we have an out of date icon on the links panel.
04:50By the way, if you have an Excel file linked to your InDesign document, as soon
04:54as you open that Excel file, it's going to show out of date in your InDesign
04:58document, whether you saved the file or not.
05:01Now in our case we saved the file, so of course we have the out of date icon.
05:06I'm going to select this file and then we're going to update the link, there we go.
05:12And now we're eating healthier, we've got Tofu and Granola and that went pretty smoothly.
05:17But, this table doesn't have any formatting in it, and of course, we're always
05:21going to have some kind of formatting in tables, but I just wanted to give you a
05:25clear picture of how the linking relationships work.
05:29Let's take a look at some tables that do have formatting applied and update
05:33those links and see what happens.
05:34I am going to switch to another file that I have open by holding down the
05:38Command+ Tilde key or Ctrl+Tilde key.
05:41Here we have a document with two tables in it, two similar tables, and this
05:45document has been said to have spreadsheet and Word document files linked to it.
05:50In fact, we can see them sitting in the Links panel here, so the preference
05:53for that has been set.
05:56The way that these tables have been formatted is a little bit different.
06:00In this top table we've done a couple of things.
06:03Let's switch to the Type tool by pressing the letter T.
06:06First, we have the top row here which we have made into a header row and we know
06:12it's a header row because we have the option to Convert to Body Row, so it's
06:15already a header row.
06:17We set the Row Height and Column Width and we applied some paragraph styles.
06:22So paragraph styles have been applied in this top table.
06:26But, all of the table formatting, the alternating fills, the strokes, etcetera,
06:31were done locally, there were no table or cell styles applied.
06:36Let's take a look at the Table and Cell Styles panel, so under the Window menu,
06:41we'll open Table Styles and you can see there's no table style applied, nor are
06:48there any cell styles applied.
06:50There are only overrides to the style, None.
06:53So, this table has local formatting.
06:56The bottom table also has a header row set, Convert to Body Row, so I know
07:01that's a header row and not only that, this entire table was formatted using a table style.
07:09Let's take a quick look at that style.
07:12I'm going to right-mouse click on the Style Name, and we have some table
07:15Formatting in here, alternating fills, a border etcetera, and we've also
07:20specified some special cell styles to format the header rows, the body rows
07:27and the left column.
07:30If we take a look at a couple of the cell styles, let's look at the Header
07:34Style, for example, we have some cell formatting such as the strokes and insets
07:39and that sort of thing, but the important part of this cell style is that we've
07:43designated which paragraph style is going to be applied when the table style is
07:47applied or the cell style for that matter.
07:49So, all of these cell styles specify a particular paragraph style that
07:54formats this table.
07:55So, yes, it took a little bit of extra time to set up.
07:59But you'll see in a moment that the effort is well worth it.
08:02Now, the next thing we are going to do is change these original Excel files and
08:08so that they go out of date, and we can see what happens to a formatted table
08:12when it gets updated.
08:13I am going to switch back to Excel and let's open those files, they're very
08:22similar, but they involve different dates, and once again, we are going to
08:27make America healthy and get rid of the Red meat, go to Tofu, and how about a little Granola?
08:34That's from 1980 to 1995 and I don't even know if we had Granola in those
08:39days, and we'll update the other spreadsheet, we'll just do it the same way,
08:45just so that you get an idea of the fact that it's been modified and now I'm
08:51going to save both of these files, let me make sure that I saved the other one, and I did.
08:58And now we'll go back to InDesign and have a look.
09:00In our InDesign document we can see that both of these files have been
09:04modified and we have the out of date icon, so now it's time to update them and see what happens.
09:10I am going to close my Table and Cell Style panel, I don't really need it
09:14anymore and I'm going to select one file and then when I go to my Update
09:20Link icon, I'm going to hold down the Option or Alt keys, so that they are
09:23all updated at once.
09:25Now I get a dialog or a warning that tells me really pretty much about what is going to go on.
09:31That is, I am going to lose all of my formatting, except for that applied
09:36through cell styles or table styles.
09:38Do I want to update the link?
09:39Sure, let's go for it.
09:42So, we have our updated table.
09:45We are now eating Tofu and Granola and lots of it I might add, but the
09:50formatting is sort of there, but not completely.
09:55What's happened here?
09:56Well, if we look at his top table, there are a couple of things.
09:59One, I noticed that my alternating fill pattern is wrong.
10:03I actually had a tan row underneath the green heading, and the reason for that
10:08is that this top row has lost sense of the fact that it's a header row.
10:14If I right mouse click, I can see that I can convert it back to a header row.
10:18So I am going to switch that back.
10:20So now my alternating fill pattern is correct.
10:24I also have maintained other formatting characteristics, the row height, column
10:30width, strokes, etcetera, but a big problem is all of my text styling is gone.
10:35So, I would need to go through this table and reapply all the paragraph styles.
10:41Now, in this example it might just take a minute.
10:43But if I had a very extensive table, or if I had a lot of tables in my document
10:48that were being updated, this would be a big hassle.
10:51If we look at the table below where we applied a table style, things look
10:56a little bit better.
10:57The only thing that I have to update here is to reset this top row as a header row.
11:04My fill pattern is off and this doesn't have the correct formatting.
11:09So I'm going to select it and right- mouse-click and simply make it a header row
11:14and the table is perfect.
11:15So when we update links to tables that have been styled with table and cell
11:19styles, the one thing that gets lost is that InDesign loses track of which row
11:25is the header row, so we do have to reset the header row.
11:28But, other than that our work is done.
11:30And if I had a choice between having to reapply all of the paragraph styles
11:35versus not, I'll take not.
11:38And it makes it worth the time to setup the table style to begin with.
11:41As you can see you really don't have to stress out so much when the information
11:46in your InDesign table is updated.
11:48By turning on the Linking option and using table styles, you can stay cool, calm and collected.
Collapse this transcript
Using Cut and Paste to update table data
00:00There any number of reasons you may need to update the information in an InDesign table.
00:04If the original table source was an Excel or Word table document, you can link
00:08to those documents and update them via the Links panel which we discussed in
00:12the previous video.
00:14But sometimes the information you need to update isn't in an Excel file or a
00:18Word table document, maybe it came as an e-mail attachment or from a website, or
00:22maybe you don't really need to update an entire table, you just need to change a
00:26few rows or columns.
00:28Fortunately there's a pretty good alternative to linking files, turns out,
00:32InDesign is pretty smart about letting you cut and paste to tab delimited text
00:36into a table, and actually in some ways it's easier than updating a linked file,
00:41in fact, if your table is not that large, and if your workflow is such that you
00:46can do it, I think this method is a bit better.
00:49Here we have a table that needs to be updated and the updates are in a
00:52tab delimited file.
00:54The first step is we are going to a place that file on the pasteboard, so I'm
00:58going to zoom out and switch from Preview to Normal mode, so that we can see the pasteboard.
01:05Using the File Place command I will select the file and I'm going to just click
01:10and drag and position it over on the pasteboard.
01:13Let's zoom in and take a look at this.
01:17Couple of things you need to keep in mind is first the information in your
01:21text file needs to be Tab Delimited, Comma Delimited text won't work, but
01:26that's not such a big deal.
01:27If the information that you need to use to update your table is comma delimited,
01:32just place it on the pasteboard and then use Find Change to find comma and
01:37change to a tab character.
01:39But it's got to be tab delimited.
01:41And also you need to select the same number of data fields that is the text in
01:48between each tab character the number of bits of information or the number of
01:54tabs has to match the number of cells that you're pasting into, or at least, if
01:59you're trying to for example, replace an entire row, things have to match up, if
02:03there is a field missing it's going to miss a line in your table.
02:07So I am just going to replace all the text in this table with the text from this
02:12file and I'll have my blinking cursor in the text so I will select all with
02:16Command+A or Ctrl+A and we will copy this into the clipboard.
02:21I'm going to move over to the table and by the way this table is formatted with
02:28paragraph styles but it uses only local formatting for the tables there are no
02:33table or cell styles applied to it.
02:35Now I'm going to click in the first cell and select the text and then I'm going
02:42to paste, I am going to use the keyboard shortcut, Command+V or Ctrl+V not good
02:47the dreaded overset symbol, but that's okay, this is not the correct way to
02:52paste information into a table.
02:53I am going to undo that, Command+Z or Ctrl+Z.
02:58The way to paste text into a table is to select an entire cell, you can actually
03:04just select the first cell in the range of the text that you want to replace, as
03:08I've been here by pressing the Escape key.
03:10Now we will paste this text into the table, Command+V or Ctrl+V and the text
03:17comes in, the table formatting is there, but all of my text formatting is lost.
03:23Well, I could reapply paragraph styles and what have you, but that's a lot of work.
03:27There's actually a better way to do this.
03:29I am going to undo this, Command+Z or Ctrl+Z.And instead of using the paste
03:35command, I'm going to use the wonderful, Paste Without Formatting command, this
03:42is a command you should really be aware of when you're copying and pasting text
03:46into your InDesign file whether it's in tables are not.
03:49If I use this command, all of the text is replaced, we've gone from European
03:54countries to Asian countries, and because I pasted the text without taking any
03:59formatting from the text that I am pasting into this table, all the formatting
04:04is there and guess what, I am done, pretty nice huh?
04:10And I didn't even have to apply any Table or cell styles.
04:14Now I can use Table or cell styles.
04:16In fact, we are going to look at a few more examples of how to cut and paste
04:20text with a table that is styled.
04:22I am going to turn to the next page using Shift and Page Down, and this table is
04:27just like the other one, but it's been styled with a table style.
04:30I'll select the text and let's open our Table Styles panel and it's a
04:38standard table style.
04:39If we take a look at it, it has table level formatting, but it also has some
04:44cell styles designated here.
04:46And if we look at the cell styles, they have that very important attribute of
04:52assigning a paragraph style to the table.
04:55But as I say in this case we don't really gain an advantage with our formatting
04:59by applying a Style.
05:01However, it's still a good practice, because we can always use the style if the
05:05need to apply it to a table with different information in this document, right?
05:09Now I already have the text over here on the pasteboard.
05:12It's the same text that we used before.
05:14I will get this panel out of the way and one thing that's really great about
05:20copying or cutting and pasting text into the table is you don't have to replace
05:24the entire table, like you do when you update a linked Excel file.
05:28I am going to select just these last two rows here and copy the text into the
05:34clipboard, Command+C or Ctrl+C, and I'll select just this first cell.
05:40I know that this is the last two rows of the table and instead of pasting.
05:44I am going to Paste Without Formatting the keyboard shortcut is Shift+Command+V
05:49or Shift+Ctrl+V, so it just adds the Shift key to the paste command you're
05:53accustomed to, and there we go, those two rows are updated and we are done. How about that?
06:03That didn't hurt at all.
06:04It turns out using just good old cut and paste can really take a lot of the
06:08sting out of updating table data.
06:11And at the same time, it maintains all the text and the table formatting. I like that.
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6. Working with Images in Tables
Placing images in tables
00:00Some people don't even realize that you can place images in tables and a lot of
00:05people have tried it and just given up in frustration.
00:07I want to show you a few things that hopefully will make you a lot more
00:10comfortable working with images in your tables.
00:13It's really as easy as using the File > Place command, but there are a few
00:16things you need to know about controlling the positioning of images in table
00:20cells in order to use them successfully.
00:22We're going to place some images in the first column of this table.
00:25So I'm going to switch from Preview to Normal mode, and it's really as easy as
00:31using the File > Place command.
00:32I'm going to double-click in this cell and you see I have a blinking cursor
00:37there and then I'll go to the File menu and Place, and from our Assets folder
00:43I'm going to place this first image by just double-clicking, and there it is.
00:47That wasn't so painful.
00:49Once the image is in the cell, if I click on it I can see that it's an anchored object.
00:53And one more thing I want to do before we go any further is change the
00:57Display Performance to High Quality Display so we can see these images a
01:00little more clearly.
01:02Now, because this image is like an in- line or anchored object, we can control a
01:07few things about it.
01:09For one thing I can center it in this cell by using the Paragraph Alignment
01:14Center commands, just like I would if it was text.
01:17So I'm going to switch to the Type tool, and actually I'm going to want to do
01:20that for all the cells in this column.
01:23So I'll select them all and click on the Align Center icon.
01:27That looks pretty good.
01:30Another thing that I can do with this image once it's in this cell because I can
01:33select it is I can scale it.
01:35I'm going to hold down Shift+Command or Shift+Ctrl and just grab the corner and
01:40you'll notice that as I'm resizing it that the row height changes.
01:46That's because the row height is set to grow.
01:48It's not a fixed height.
01:50But I do want to make these rows a fixed height because I want to make them all the same.
01:54So I'm going to switch back to the Type tool and select all these rows and
01:59we're going to change the setting from At Least, which is the growing setting for row height.
02:04I'm going to change that to Exactly, and I'd like to make all of these 8 picas high.
02:10So there we go, except we have a little problem here.
02:16This little red circle is precisely the reason that a lot of people try using
02:21images in tables and just give up in frustration.
02:24Here, when we change to a fixed height row-column height, we have over set.
02:30And because this is an image I can't really click to get in there, and that's
02:35when people usually start grumbling under their breath and give up, because
02:39really the first question is, how do you get into this cell?
02:42Well, the way you get into this cell is to use keyboard shortcuts.
02:45Remember, pressing the Tab key moves our cursor to next cell and pressing
02:49Shift+Tab brings it to this previous cell.
02:51So, I'm going to just hold down Shift+Tab, and now I'm in that cell, and now I'm
02:58going to hold down Option+Command or Alt +Ctrl+B and open our Cell Options+Text
03:04dialog, and there are few changes that we need to make inherent that's going to
03:09make it all good for us.
03:11First of all, generally, when you're working with images in table cells it's a
03:14good idea to set the Cell Insets to 0.
03:18So we're going to do that, and in this case that alone fix this problem.
03:24But what if it didn't fix our problem?
03:26I'm going to make this image a little bit larger still, so I'm holding down
03:30Shift+Command or Ctrl.
03:31I'm just going to scale it up a bit. There we go.
03:36So I want our problem back so I can show you how to solve it.
03:39I'll click in this cell to the right and then Shift+Tab back to that cell and
03:43there are two other settings that we need to make.
03:46The most important one is to change the First Baseline.
03:50It's because of this setting that InDesign is pushing this image out of the cell
03:55when we have a fixed row height.
03:57So I'm going to change the Offset to Fixed.
04:00And you can see right-away I can already see the image because InDesign is
04:04placing the baseline, which in this case it seizes the bottom of the image at a
04:09fixed height, in this case 0, from the top of the cell, which is treating like
04:15a little text frame.
04:17The other change that I like to make and then I think it's a good idea to do is
04:20to change the alignment from the top to the bottom.
04:23And now I can see the image, and more importantly I can get to it to resize it
04:28and change it and modify in any way I want to make it fit in that cell properly.
04:33So I'm going to click OK and choose my Selection tool and now I can hold down
04:38Shift+Command or Ctrl and I can just make this the correct size.
04:42It's very easy to get to, and because it's an in-line object, I can even raise
04:47it a little bit if I want to.
04:49So those three settings are really important and because I know I'm going to put
04:53images in these other cells, I'm going to just go ahead and select the other
04:57cells in this column and go back to my Cell Options dialog using the keyboard
05:01shortcuts Option+Command or Alt+Ctrl+B, and we're going to change those three
05:06settings for all the cells in this column.
05:09So number one, I want to make the Cell Insets 0.
05:13Number two, I'm going to make the Vertical Justification aligned to the bottom.
05:17That's not really what makes these images accessible to us but the most
05:22important setting of all is to set this First Baseline to a Fixed Offset.
05:27Now, that these cells have that setting I can start placing images.
05:30So Command or Ctrl+D and I'll bring in a lovely Austrian timepiece here and so I
05:37can select it and hold down Shift +Command or Ctrl and resize it.
05:41That didn't hurt one bit.
05:42Go to the next cell, Command or Ctrl+D and let's bring in a Grecian urn, and
05:49that's a nice size graphic.
05:51So I'm going to select it and start scaling it down.
05:55Now, with this image there's one more thing I want to show you.
05:59Let's say that what we want with this image is not really the whole thing but we
06:02really want to close-up the main part of the base.
06:06I need to get into this cell and I can't really just click in it because the
06:10image is in the way.
06:11So I'm going to go to the cell to the right and Shift+Tab to get in it and then
06:15go back to our Cell Options > Text dialog.
06:18And there's one more setting that is important when we're working with images
06:24and that is Clip Contents to Cell.
06:26I'm going to turn that on and when we use this setting InDesign will essentially
06:31crop or mask any image that's in a cell to that cell.
06:36And so now, I can click on this image and I can drag it down into position so
06:43that the main bull of the vase is there.
06:45I could even scale it up if I want to.
06:48If I again select the image, I can use the keyboard shortcuts for scaling an
06:53image, Option+Command or Alt+Ctrl and Period makes it larger, so we can really
07:00scale up or maybe that's a little too close in, so I can use Option+Command or
07:06Alt+Ctrl and the Comma key to scale down.
07:12Looking good and it's not hurting a bit as I say, and we'll put one more image
07:18in Command+D and let's put in our little French plate. Wow!
07:22Was that lucky or what?
07:24It fit in perfectly.
07:25Let's go for the whole run.
07:27There is a piece of furniture that we can again scale down.
07:32I'm using the keyboard shortcuts and I can just drag it up into position because
07:36it's an anchored object.
07:41So you can see that placing images is not that difficult.
07:45Our table looks pretty good and once we know the settings we need to make in the
07:49cells, it's pretty easy to do.
07:51Thing is, you just need to remember, in most situations you'll need to set that
07:55First Baseline to Fixed and adjust the Vertical Justification so that you can
07:59control the positioning.
08:01But using images and tables opens up all kinds of possibilities.
08:05Remember too that you can even turn off all the row and column strokes in the
08:09cell fills and use the table to structure any kind of series where you have text
08:14in an image like instructions or steps of how to do things.
08:20Tables don't always have to have fills and strokes, so with images and the
08:24flexibility that you really have with tables plus their grid structure
08:29underneath, well, the possibilities are limitless.
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Using graphics frames in tables
00:00We have seen in a previous video that we can insert images directly into table
00:03cells by using the File Place command and making a few positioning adjustments.
00:08But we can also place empty graphics frames into table cells along with all
00:12kinds of preset specifications.
00:15And especially useful one being, setting frame fitting options.
00:19By assigning attributes to a graphics frame and then inserting that frame into a
00:24table cell first, we can speed up the process of importing graphics quite a bit.
00:29Let's take a look at that.
00:30I'm going to switch from Preview to Normal mode, and the first thing I want to
00:35do is create a graphics frame that'll fit inside these table cells in the first column.
00:41I want to make that frame an exact measurement.
00:44These sales are 8 picas by 8 picas.
00:47So I want to make a graphics frame that's just about one point smaller.
00:51And the quickest way to make a graphics frame of a particular size is to simply
00:55click and then input the measurements in the rectangle dialog here.
01:01So I'm going to type in 7p11 by 7p11, and click OK.
01:09Now I have a graphics frame that is exactly the size that I want.
01:13The next thing I am going to do is apply some fitting options to this frame
01:18before I start pasting it into the column of the table.
01:21So from the Object menu we go to Fitting and Frame Fitting options.
01:28I want to use in this case the option to Fit Content Proportionally, I want the
01:33entire image to fit inside this frame.
01:35So I will choose that and I always like to align my images from the center when
01:41I'm putting them into graphics frames.
01:44Now I can copy this into the Clipboard, Command or Ctrl+C and then click and
01:52paste, and I could go down and do it for all of the cells in this column, but I
01:57want to show you this kind of crazy grep routine that does it for you
02:02automatically, in case you have a large table and you might not want to click in each cell.
02:07I have this frame in the Clipboard, right?
02:11So I'm going to select this column and we will go to our Find/Change dialog.
02:17And there's nothing in this cell but there is this little Pound sign that's the
02:23end of story marker, the little hatch mark right here, you see it in each cell.
02:29And I'm going to look for what's called the end of story character.
02:33Now it's not on this convenient little special character menu here, but it
02:39happens to be \Z, and I want to find that end of story character which is
02:44essentially a location and change it to the contents of the Clipboard.
02:53So once I've done that now let's do our first Find and Change, Find Next >
03:00Change, Find Next and Change.
03:03One thing I found about this routine is that you can't just do Change All and to
03:08be honest with you I'm not sure why, but it might be faster for you to just use
03:14Find Next and Change.
03:15Because I selected this column first even though the search is restricted to the
03:21story, which is the entire file I could have restricted it to the selection, but
03:26because I selected the column the Find Next went down the column.
03:31Okay, so there is a little grep exercise and there are some great videos on
03:35using grep in InDesign in the lynda.com Library.
03:39I will close that dialog and then let's scroll back up and take a look at
03:45our graphics frames.
03:46Now before I start placing images I want to point out one thing about the cells
03:51in this column that before we started this exercise I set some things in this
03:58column that are really important for the positioning of these frames.
04:02I'm going to go into this first frame and as we talked about in the previous
04:07video when you have a frame that's being taken up by an image you can't just
04:11click in there to get into it or to select it.
04:14So we use instead of the Tab key to move to the right we use Shift+Tab to move to the left.
04:19So now I'm in that cell and we are going to take a look at the positioning
04:23settings for that cell, I've opened the Cell Options dialog using the keyboard
04:28shortcuts Option+Command or Alt+ Controlled+B. And we have set up a few things
04:33here that are important to set up with images.
04:37The Cell Insets are all set to 0.
04:39It's a good idea anytime you're working with images.
04:42But the thing that's really important is that this First Baseline be changed
04:46from the default of ascend to a fixed height.
04:49And that the Vertical Justification is set to the Bottom.
04:53What these settings are doing is, of course removing any inset from this cell,
04:58but this first baseline is bringing the baseline or the bottom of this frame
05:03down to the bottom of the cell, and Vertical Justification brings that baseline
05:09down, if the vertical justification was at the top the frame goes in alliance to
05:14the top of the cell.
05:14So these settings were already put in place and that's what made these frames
05:20tuck into position so nicely.
05:22Now that we have these frames in position and they have the Fitting options set,
05:27we can select all of our images, I am going to hold down the Shift key and
05:32select these five images from the Assets folder.
05:35And click Open and now one, two, three, four, five, done.
05:44Let's change to High Quality Display and go into Preview mode so that we can see
05:52the formatting of the table a little more clearly, and there you have it.
05:58I might want to go in and adjust the Scaling of some of these images, I will
06:02just click on them and use the keyboard shortcut for scaling graphics,
06:05Option+Command or Alt+Ctrl and then the Comma key reduces the scaling or the
06:12Period key increases it so I can just adjust some of these if they're tucked a
06:17little bit too close to the edge of the cell.
06:19One thing I would like to point out is that we've put these images in what is
06:24obviously a table, but you can use a table structure and not have any row
06:29strokes or fills and still position images next to text.
06:34I will show you what I mean just to give you a rough idea of what I'm talking
06:37about I am going to select this entire table and from the Swatches panel I am
06:42going to make sure that the Fill is active and I'm going to make it filled with paper.
06:48And when I do that it gets rid of all of what made this look like a table structure.
06:54Let's turn on our Table Controls here, I can come in and say, well, I don't
06:59really need the text up here anymore and I can ingest the Insets here and move
07:07that text over a little bit.
07:09But I can do it all without it being obviously a table.
07:13It still makes it really easy to adjust the text, the width of the columns in
07:18the relationship of everything here, I can come over to the right here and maybe
07:22pull this out and change the spacing here really more easily than I would if I
07:28had the set up with tabs.
07:31So tables don't have to have strokes turned on or fills and when you use that or
07:37think about it that way there's all kinds of setup that you can do with text and
07:42images next to it with that actually uses a table, but it's not so obvious.
07:46And if you are going to put images into your table cells think about inserting
07:50empty graphics frames first, this will allow you to set all kinds of things
07:54first especially fitting options that will size your images for you
07:57automatically as you place the images inside each cell.
08:01And I hope this gives you a good idea and some ideas about how to use these
08:06features for yourself.
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7. Gettin' Fancy: Using Anchored Objects in Tables
Using shapes to change cell corners
00:00Do you sometimes feel like you've run out of design ideas for creating tables
00:04that are interesting and maybe a little out of the ordinary?
00:07Well here's a little trick you can use to create tables that are different and
00:11that no one will believe or done an InDesign.
00:13Here's a table where if we look closely the cells don't have
00:16rectangular corners.
00:17At each intersecting point of row and column strokes a small circle has been
00:22added that changes the corner appearance.
00:24Let's take a closer look and see how this was done.
00:27I'm going to switch from Preview mode to Normal mode so we can see what's
00:32going on and if we click on each of these circles we will see that they are anchored objects.
00:38But where are they anchored to?
00:41Well the best way to find out where an object is anchored to is to go to the
00:45View menu and use Show Text Threads.
00:49Now we normally use this feature to see how text frames are threaded, but you
00:53can use them with anchored objects to see where an object is anchored to.
00:57And here we can see that each of these circles is anchored to the beginning of
01:01the text in the cell to the right of it.
01:03What's important here is that the distance from the left side of the cell and
01:08the top of the cell, the insets, are set the same for all the cells in the table
01:15that have a circle anchored to them.
01:17So if I open up the Cell Options, you can see that the Top Inset is 1p2, the
01:23Left Inset happens to be the same measure, but it's not so important that the
01:28top and left are the same as each other within a single cell, what's important
01:32is that these insets are the same in all of these cells.
01:36So they all have the same top and the same left inset.
01:42By having the same inset that allows us to anchor this object to essentially a
01:47consistent location.
01:49Now let's take a look at the Anchored Object Options for one of these circles.
01:54I'm going to go to the Object menu to Anchored Object > Options and let me
02:00translate this sometimes hard to read dialog.
02:04The reference point is the circle and the reference point in the circle is the
02:08center which makes a lot of sense because we're trying to line it up with the
02:12intersection of the strokes.
02:14The anchored position or the reference point is to the left here but to the left
02:21of the anchor marker.
02:22Most of us that use Anchored Objects are used to using them with the text frame
02:27or maybe a column edge, but you can anchor objects relative to the marker
02:31itself, and that's what we've done here and because of the distance from the top
02:35and left is the same in all of the cells the position of this circle will be the
02:38same consistently throughout the table.
02:40I am going to click OK.
02:42Once we've established the anchored position of our first circle it's a good
02:47idea to create an object style of this.
02:49I'm going to open the Object Styles panel and we have our object style little circles.
02:54Now this object style was really easy to make.
02:57After we anchor the first circle we just click on the New Style icon here and
03:03just like we can define a style by using formatted text or define a paragraph
03:08style by using formatted text we can do the same thing with an object style.
03:11So it's really pretty straightforward, the style picks up the color and most
03:15importantly the anchor position of this little circle.
03:18Now let's start from scratch.
03:21I'm going to turn to the next page and here we have a table that doesn't have
03:26little circles, but we have a circle sitting here.
03:28So the first step is to anchor this circle in the first cell.
03:33In CS4 and CS5 the way that we anchored this circle is to click on it and before
03:42I do anything else I'm going to apply the object style.
03:47What that'll do is make sure that when I anchor it it's in the right position
03:51already, so I don't have to keep applying the style.
03:54So that's one thing to keep in mind that will speed things up.
03:57In CS4 and CS5 we select the object and cut or copy it into the Clipboard, I'm
04:04just going to copy this and then we position our text cursor at the anchor point
04:08and paste, and here's our circle in the correct location.
04:13I am going to undo that, in CS5.5 we have this little anchor icon that
04:19little blue icon on the object, and we can just drag it over in front of the first cell.
04:25Now when we do that the position that the circle is in now acts as an override
04:29on the object style, so I am going to just clear that override, and now I have
04:33the circle in the right place.
04:35So regardless of which version you are in or the exact method that you use, the
04:39trick is here that we have the object style already applied so the circles are
04:43in the right position.
04:44Next we want to copy the circle into the Clipboard so that we can paste it into
04:47the other cells in the table. How do we do that?
04:50Well, there's a couple of ways, one is we can just click on the circle and copy
04:55it and that'll put it in the Clipboard along with its anchored object position
04:59and then we can paste it.
05:01But sometimes you can't select the actual object itself and there is another
05:07way to get to anchored objects and that's to use our good old friend the Story Editor.
05:11If we look in the Story Editor we will see that there is a very clear icon here
05:17for anchored objects, and I could just go into Story Editor, select this anchor
05:22and then copy it into my Clipboard, and you can use that for any anchored
05:25object not just in tables.
05:27So one way or the other we want to copy this into the Clipboard so that we can paste it.
05:31Now this table is pretty small and it wouldn't take long to paste this little
05:35circle into all the cells, but if you had a table that was very large it
05:38could get really tedious and there is actually a way we can speed this up tremendously.
05:43We don't have to copy and paste it into each cell one-by-one.
05:45I am going to undo the position of this first little circle.
05:50It's copied into the Clipboard which we've already done and its anchored
05:54position is there, and we are going to use a GREP Find/Change routine that will
05:59put this into the table for us really quickly.
06:01I am going to select the cells that need to have the circle anchored into
06:05them and we're going to go to the Find command, Command or Ctrl+F, and we
06:15have in here already a GREP Find/ Change routine that's going to position
06:19these circles for us.
06:21Let's take a look at what this GREP code really stands for.
06:24In the Find what field, in fact I will delete that.
06:28In the Find what field we want to go to the location of the beginning of
06:32paragraph because InDesign sees each cell, and the text in each cell as the
06:38start of a paragraph.
06:40Then we want to find any character, the first character that's in that
06:45paragraph, in the Change to field, and I'll delete that out, the first thing
06:51that we want to put in is the contents of the Clipboard, and then we want to put
06:58in the character that we found in the Find routine.
07:03The other thing that's important here is that we want to limit it to the selection.
07:08Now my selection became undone, so I'm going to reselect these cells.
07:13Now this is switched to Story.
07:14That's not what I want.
07:15I want to limit this Find/ Change routine to the selection.
07:20I am going to live dangerously here and just click Change All, see what happens.
07:2416 replacements made, and boom, we are done.
07:31Remember, we can also save this Find/Change routine and then it'll be
07:36available on our menu here.
07:38I am going to switch back into Preview mode and there we go.
07:45This looks pretty good.
07:47Hopefully this technique will give you some inspiration.
07:50Try this along with a little imagination and some other shapes maybe rectangles,
07:55diamonds or other ornaments and make your tables look not only out of the
07:59ordinary but very extraordinary.
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Creating infographics with tables
00:00You know people sometimes give me a funny look when I tell them how crazy I am
00:03about InDesign's Table features.
00:06One of the reasons is that once you understand the basics of how InDesign
00:10features work you can start to think about them in a more pliable and flexible way.
00:15I mean after all cells can be any size especially when you start splitting and
00:21merging them, you can get some interesting patterns, cell strokes can be turned
00:25off altogether or they can be made really huge.
00:27And you can use any color in your Swatches panel, gradients with some limitations.
00:32And yet at the same time there's always this beautiful underlying grid.
00:36Throw in anchored objects and the possibilities are literally endless.
00:41Here's just one simple example, a flow chart type diagram, that is in fact a
00:47simple InDesign table.
00:48I will show you how this was done, and hopefully get you thinking about other
00:54ways in which InDesign tables can be used, maybe ways that you haven't
00:57thought about before.
00:58I'm going to turn to the next page Shift+Page down and here I have the table
01:03with some text formatting but just the default table style applied.
01:08First I am going to select all the rows and make them a fixed height, so we'll
01:13go from At Least to Exactly up here in the Control panel.
01:16And I am going to set the row height to 4p8, 4 picas and 8 points.
01:22We will change the vertical alignment in the cells to centered, and again I
01:28can just use the Control panel up here and then we will go ahead and apply our colors.
01:33I am going to click in the first column and open the Swatches panel, the
01:37first column is filled always want to check and make sure that's what I'm
01:41selecting, first column is purple, second one is PANTONE color, and the third is 50% yellow.
01:49Then next thing I am going to do is turn off all of the row strokes, let's
01:54right mouse click and go to our Strokes and Fills dialog so we can see it a
01:58little more clearly.
01:59And remember, when you want to turn column and row strokes off, set the Weight to 0.
02:05Also if you're doing some kind of totally customized pattern I think it's a good
02:10idea to turn off all the strokes completely first.
02:14Now we'll go back and turn on the strokes that we want.
02:18I am going to select the table and go back to our Strokes and Fill dialog and I
02:24want to turn off all of the vertical strokes, I am not going to have any
02:27vertical strokes, but I am going to have horizontal strokes and I am going to
02:32set the weight to be pretty fat.
02:34We are going to make an 18 point stroke here and I want it to have the Color Paper.
02:40Click OK, we don't your Swatches panel anymore.
02:43So now we have these really thick strokes that are going to give us room for the
02:47little pointy parts of this arrow.
02:51I'm going to switch from Preview to Normal mode so we can see the cell edges a
02:55little better and switch back to my Type tool, and now I am going to make the
03:01first column narrower and the second and third columns I'll stretch out a bit,
03:07they don't have to be exactly the same width here.
03:10Next I am going to adjust my Cell Insets, I am going to click on the first
03:13column and go to our Text Controls and make sure that this little link is
03:19unchecked, we will change this by just a little bit I think 6 points will do it. That looks good.
03:26Sometimes the Inset settings are on the Control panel, but it really depends on
03:29the size of your monitor and the resolution.
03:32Next I am going to change the left inset for the second and third column and
03:38again we will go back to our Cell Options.
03:41So I'm going to make room for that arrow, I'm going to change these to 3p6,
03:463 picas and 6 points.
03:50That will make room for our arrow.
03:52Now we're ready to put this arrow into position.
03:56The arrow was originally drawn in Illustrator, and we brought it into
03:59InDesign and it also has an object style applied to it that sets in the
04:05anchored object positions.
04:07I am going to anchor it and we will take a look at that.
04:10In CS4 or CS5, to anchor this we need to cut or copy it into the Clipboard
04:15and I'll copy this, and then position our cursor where we want to anchor it and paste.
04:22In CS5 we can just grab the blue icon and drag it here.
04:27So this is already positioned by virtue of the object style that's been applied to it.
04:33And let's take a look at the anchored object options for this.
04:36The anchored object is of course the arrow and its reference point is the
04:40right-center, so it's referencing here.
04:44And it's referencing to where, to the left side of the Anchor Marker, which
04:49is here, and we have a fixed offsets for that, the horizontal offset is just
04:545 points, so there's only 5 points between the anchor point and the tip of the arrow.
05:00And then I left the vertical position relative to the baseline so there is a
05:03vertical offset of 4.5 points.
05:07That vertical offset is measured from here up to here.
05:12So the reason that we anchor the arrow in the cell over here, even though the
05:17arrow is going to be part of this is that we have a fixed distance from here to here.
05:22The next thing I am going to do is apply a color to this arrow, so I will open
05:27my Swatches panel again, and because this arrow is suppose to be part of the
05:31cell in the first column I am going to give it this purple color.
05:34Now I can copy it into the Clipboard, Command or Ctrl+C and then I'll click in
05:40this cell and paste it and paste again.
05:47Next we are going to copy this into the next column, so I'll select it and click
05:54here and paste it in and this arrow is going to be made this color.
05:59This way it looks like the arrow is part of this cell here.
06:03So I'll copy this into the Clipboard again because now it's the correct color
06:07and paste here and here.
06:13Even at this point if we look at this in Preview mode so that we can see the
06:16formatting, it looks pretty good and then kind of great that it's a table, huh.
06:21Well, the last thing we are going to do is make it match up to the example
06:24that I showed you at the beginning of the video where these arrows are
06:27actually different lengths.
06:29I am going to switch back to the Type tool and select this column and change the
06:35left inset here, we will make this 5 picas.
06:39Notice that the arrows have pulled away. That's okay.
06:44Now we'll go into this column and I'm going to make the left insets even larger
06:48here, we will make those 7 picas.
06:52And what this is going to help do is give us the illusion that the lines that
06:56are being drawn that are attached to these arrows are different lengths.
06:59Now there's one obvious problem here that because the arrows are anchored from
07:03here to here they moved forward and that's pretty easy to fix.
07:07I am going to do that with the Direct Select tool to move this back line of the
07:12arrow back to the left.
07:14Notice that when I bring this cursor close to that left line a little line icon
07:19appears at the bottom of the cursor.
07:21That tells me that if I mouse down now I am going to be selecting that line in the arrow.
07:26So I'm going to hold down the Shift key to keep it straight and just pull that
07:30back and click on this one, same thing, pull that back a bit and here pull that
07:37back as well, then we will do the same for the arrows in this column.
07:45Now this is in the wrong position and that's simply because this column is a
07:48little bit too narrow, so if I just straighten that out, there we go.
07:53Everything falls back into its correct position and we can adjust that arrow as well.
08:00So now because we've changed the width of these columns and moved the insets
08:05over we have room for what's essentially longer arrows here that when
08:09connected to the cell color here, make it look like this consists of arrows of different lengths.
08:16So the settings might be a little fussy to set up here, but the nice thing about
08:21this now is we have a flow diagram that's all in one frame, we can move it
08:26around and it all moves together, and it can easily be edited in ways that would
08:31be much more cumbersome to do with trying to line up frames or tabs or some
08:34other technique that we might try to come up with.
08:38So just remember, you can anchor any kind of shape in a table, and you can
08:42manipulate things like the row strokes or other parts of the table to create all
08:46kinds of table objects that don't even look like tables.
08:49Have some fun with it.
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8. Tables That Don't Look Like Tables
Simplifying complex text frames with tables
00:00InDesign tables don't always have to look like Excel spreadsheets and their
00:04unique characteristics can be used to solve layout problems that don't even look like tables.
00:09Here is an example, this is a design element used by a financial institution
00:13throughout all of their collateral.
00:15It appears in hundreds of places.
00:17The thing is this large interest rate number gets updated everyday constantly
00:22and the designers have to do it.
00:24Problem is if we look at how this was built, and I will switch from Preview into
00:28Normal mode, it is a veritable rat's nest of frames and it's really hard to get
00:33in here to select that frame that has the interest rate number in it.
00:38I am clicking, holding down the Command or Ctrl key, trying to click into frames here.
00:42Am I close, maybe that's it?
00:45Well, finally got it.
00:46Very frustrating and very time-consuming.
00:49We can make this sort of thing very easy to work with by using a table.
00:54If we create is using a table, it will look exactly like this but it'll be
00:58really easy to edit, because that interest rate number will be sitting in its
01:02own nice neat little table cell.
01:05The first thing we have to do if we want to create a table, especially, when
01:08it doesn't look like a table is figure out how many rows and columns we are going to need,.
01:12I created a little overlay layer to help us visualize that a little more clearly.
01:17I can see we are going to need three rows and two columns.
01:20We will need one row for the percentage sign, another row for the APY text and a
01:26third row for that little text blurb at the bottom.
01:28We will need two columns, one for the interest rate number in the blurb and
01:33another for the % sign in the APY text.
01:36These dotted lines that you see here represent where we are going to merge the cells.
01:40So three rows and two columns, I'll turn that overlay off now, we don't need
01:45that anymore, and I have already created a text frame where we can insert our table.
01:49I am going to go the Table menu and use the Insert Table command, and I need
01:54three rows and two columns.
01:56It's already set, click OK and here's our basic table.
02:02Now the first thing I am going to do is select these two cells where that
02:05interest rate number needs to go, and I'm in a right mouse click and merge them.
02:09Then I will select where the blurb goes and merge those two cells.
02:13Next, I need to make a couple of formatting changes here.
02:19In the Cell Text Options I want to set all the Insets to 0.
02:23We want all the text to be able to bud- up right against the edge of each cell.
02:27The next thing I am going to do is turn off all of the Strokes, this is a stroke
02:32less table and the way I do that of course, is to set the Weight to 0.
02:39Now I need to start changing the size of some of these cells to make room for
02:43the information we need to put in them.
02:45I am going to drag this row down to make room for that interest rate number
02:50and move it over here.
02:51I am going to type in just some placeholder text for now and I have made some
02:56character styles to apply the formatting, ah!
02:59European style, let's make that a decimal.
03:03Then in this cell goes our percentage sign, and in fact, let me scroll over a
03:09little bit so we can see our other example there, underneath that the APY text,
03:15and I have got character styles for both of those.
03:17Let's format the % sign.
03:19There we go, wrong character style, and I will select the APY text and apply
03:29that character style and then I'm just going to select this blurb and copy it
03:34into the clipboard, and then we'll paste that in here.
03:37We are done with the character styles.
03:40Now looking at this I can see the spacing is definitely off, but it's
03:44really easy to fix.
03:46I'm going to bring the % sign and APY text over closer to the interest rate
03:49number by just pulling the site of the interest rate cell over.
03:53The interest rate and APY text are too tight here, and again, I am going to
03:56increase the spacing by just pulling down the bottom of the cell, this text is
04:01too far away, there we go, little more tweaking there.
04:06Now I will bring the edge of the table in, just to tidy things up, doesn't get
04:10any easier than that.
04:11I mean all you have to do to change the spacing is move the edge of the
04:14cell around, fantastic!
04:17Now we have this interest rate number in its own little cell and it's
04:21really-really easy to edit, no frustration whatsoever.
04:24The last thing we will do to format our little element here is to put it in a
04:29frame with a rounded corner.
04:30Now tables don't have their own built-in feature for rounded corners
04:34unfortunately, but it's very easy to create that kind of effect.
04:38I have already drawn a frame with rounded corners and we're going to basically
04:42used the paste into command and put the table inside this frame.
04:45I will tighten up the text frame by double-clicking on its corner and then
04:49I'm going to cut the table into the clipboard, Command+X or Ctrl+X I will
04:54click on this frame and instead of using the Paste command, Paste Into is the
05:00command that we want here.
05:01Now the table is inside this frame, but I can move it around by just
05:06grabbing the Content Grabber in CS5. 5 or in CS4, CS5, I can just use the
05:12direct Select tool.
05:13The table is still completely editable.
05:16So as interest rates go up, we can make the change quickly.
05:19Finally, I'll bring our little pumpkin into place and there we go, let's
05:26setback our Preview mode.
05:29So both these things look the same, but there's one important difference,
05:33the one on the right that we just created is in a table and it's a really easy to edit.
05:38That's the important difference.
05:41If interest rates go up or down, we are there.
05:44So this is just one example, but anytime you have a grid where you have to go
05:48in and edit the text a lot, think about using a table for that, because by
05:53putting text into individual cells, it makes it really easy to get into those
05:56cells and edit your text.
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Setting up images and captions with tables
00:00One of the most fundamental characteristics of a table is its underlying grid.
00:05If you keep this in mind and at the same time try to free yourself from thinking
00:08table equal spreadsheet, there are all kinds of layout challenges that can be
00:13solved with tables, and they have nothing to do with spreadsheets.
00:15I would like to show you one example where an InDesign table ended up being the
00:20perfect solution for what would have been an otherwise onerous layout challenge.
00:25Can you find the table on this page?
00:27Well, it's actually a series of images and captions on the right-hand spread.
00:32If we zoom in a little closer and I'm holding down the Z key to get the zoom
00:37tool, I'll tell you what made this a bit challenging.
00:40I am going to turn off the background layer so we can see it a little more closely.
00:44And I will switch from Preview to Normal view.
00:48Now because this layout required that the images were stacked on top of each
00:53other, a table would have been a good solution in any case, but what really came
00:58in handy here was that all around the edge of each photo, as well as the
01:04caption, is a hairline stroke in table terms.
01:09Let's zoom in even a little bit more.
01:13There it is, if you think about trying to line up all these images and captions
01:18and then have borders on them it would have been really hard to do with just
01:22regular image and text frames.
01:24And it turns out a table was a perfect solution.
01:28Let's take a look at this table in more detail and see exactly how this was done.
01:31I am going to turn to the next page and we will zoom back a little bit and
01:37here's the table with the images out of it.
01:40I will go into Preview mode for just a moment and you can see the hairline
01:45stroke or rule around each of the image frames and where the caption falls.
01:52Now this table doesn't look anything like a spreadsheet.
01:56I am going to switch to the Type tool by pressing the letter T and take a look at it.
02:00It is a one column table with six row and they're all a fixed height.
02:07If we look at the cell that holds the images, we can see that it has the correct
02:13settings to put images in to table cells.
02:16That is, all of the Insets have been turned off.
02:19The first-base line is set to fixed, and the Vertical Justification aligns to the bottom.
02:25That's going to position the image or in this case the image frame that goes in
02:29the cell, in a position where we can actually see it.
02:32The thing about the cell is that we've checked on Clip Contents to Cell.
02:39
02:40Let's take a look at the images in their frames.
02:43There are no fitting options here, because each image was selected by the art
02:47director and positioned in a different way, so none of our preset fitting
02:52options really worked for this.
02:54Some of these images were scaled, they were cropped, and each one is different
02:59from the other, but they're all sitting in an image frame.
03:03Now before the table was created, the image frames were actually put inside the
03:07table frame here, then the images were placed and positioned and scaled.
03:12I am going to make the strokes on this table a lot wider than they are in the
03:16original design, so you can see a little more clearly what's going on.
03:19I will set all the strokes to be pretty thick let's do three points.
03:27So that's the basic structure of the table with strokes around all the cells.
03:32I will go back into Normal mode and I'll just copy this image and then click in
03:40the cell and paste it.
03:43Same thing for this one, same thing here.
03:55What made this a really nice solution too for this layout is if the designer
03:59needed to slightly change the width of the column essentially it could be done
04:06very easily and we don't have to worry about the strokes here.
04:09I'll select the type tool and you see if we just wanted everything to be a
04:14little bit wider, it could be, or a little bit narrower, it could be, and
04:22because the cell is set to Clip the Contents to the Cell the image is still
04:26cropped, and it's very close to being in the correct position.
04:30Now, if you see this is widened very much, you may want to readjust the images,
04:34but it's really easy to do.
04:38This is amazing, there is no other way you can could close to creating this
04:44layout with this kind of flexibility, unless you use a table.
04:49Even if we turn off all the strokes on this table, we still have a nice grid for
04:54images and captions.
04:55I am going to do that now.
04:57Also I want to point out that when you have an image in a cell and the contents
05:02are clipped or even if they're not, it's really hard to get your arrow to the
05:06edge of the cell to select it there. I finally got it.
05:10But in this case I usually find myself just going down to the cell where the caption is.
05:18So we will turn off all the Strokes, I am going to select the entire table let's
05:23do that now, Option+Command+A or Alt+Ctrl+A, try this again.
05:29Now I have a proxy for the entire table, and I turn the Strokes off of course by
05:33setting the Weight to 0.
05:35And you see even without the rule around it, this is still a nice solution.
05:39I will get rid of these extra images so you can enjoy seeing the result here.
05:46Now I'm not advocating that every time you have an image with the caption
05:49underneath that you use a table.
05:51But there are definitely times when it's something to consider even if you have
05:55a grid or stack of images like this, it can be a really nice solution, because
05:59of course, this whole thing moves around in one piece.
06:03And if you thrown in an element like putting a border around all of these images
06:06and captions, a table frankly I think is the only solution that you can use.
06:11So I hope this example gets you thinking about tables in a little bit different
06:15way than maybe you did previously.
06:18Think about their characteristics, the fact that they create a grid that strokes
06:23can be turned on or off, and in any part of the grid and just enjoy using tables
06:30to make your layout life a lot easier.
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Creating pull quotes and design objects using tables
00:00One thing I hope you'll be able to take away from this course besides of
00:03course a real comfort level with using tables, is that you'll be able to step
00:07back and think about using InDesign's table features for things that don't look like tables.
00:12One of the most interesting features I think is that you can set row height in a
00:16way that it will grow or shrink depending on how much text is in the cell.
00:20I mean that's incredible.
00:22No other frame does that.
00:23That means you can use it for things like we see on this page where we have
00:27these blocks of text with a tint behind them.
00:29Each one has a different amount of text.
00:31Now, there are any number of ways you could do this.
00:34But, one of them is to use a table.
00:36I'm going to zoom in a little bit, and switch to the Type tool, and then I'll go
00:42out of Preview Mode so you can see a little bit more what's happening.
00:46Each of these what looks like a text frame is actually a one cell table.
00:52I mean who said cell tables have to be two cells?
00:55So we have a one cell table where the row height is set to Grow or Shrink
01:01according to the amount of text that's within it, and there's a gray tint in the background.
01:06Because there's only one column in this table, the column and the cell width are the same.
01:11If we add text to one of these frames, and I'm just going to copy a little bit
01:15of text here, and paste it in, the cell grows.
01:19If we delete text, it shrinks.
01:23Again, there's no other frame in InDesign that will do that.
01:27The formatting for the cell is part of a cell style.
01:30We'll take a look at that.
01:33So here we have a style called info_ box and if we take a look at that, we can
01:39see that our Cell Insets are set, and that's the amount that the text is pushing
01:44away from the edge of the cell and we have a tint in it. Beautiful!
01:50Now, one other thing to note is that these one cell tables are actually sitting
01:55on a paragraph of their own and that paragraph is set to Auto Leading.
01:59That's important because Auto Leading is kind of flexible, and will lead by the
02:04amount of whatever the largest character is in any given line, and in this case,
02:08the object, the table is the largest character.
02:11So that's why the leading is increasing and decreasing as we change the size of the frame;
02:17in this case, the cell.
02:18We also have space before and after applied to this paragraph return and so we
02:23made it into a paragraph style.
02:24So because of this unique characteristic that table cells have, that they can
02:28grow and shrink, we have a really great solution to this particular layout.
02:33I'm going to close the Cell Styles panel, and let's look at another example.
02:37I'm going to turn to the next page, Shift+Page Down and zoom back a little bit.
02:42Let's go back into Preview Mode, so you can get a better look at what this page
02:46looks like, and let's take a closer look at this pull quote. This is a table.
02:54I'm going to switch back to Normal View.
02:58So this is a pull quote type object that appears in every issue of this
03:02magazine, in this particular section of the magazine, and it always has these
03:08parentheses at the top and bottom, and it always has these titles Pros and Cons.
03:14But, under Pros and Cons, the number of items that are pros or cons may change
03:19from issue to issue.
03:20Instead of three pros, there might be four.
03:22How about good food?
03:25Now, you'll notice that when I added that line of type, I didn't have to adjust
03:30anything else in this pull quote, or in this little sidebar if you will, and
03:35that's because this also is a table.
03:38Let's take a closer look.
03:40I've made a copy of the table on the next page in this file, and we can sort of take it apart.
03:46So this is a table, if we look at the Table Setup, that is six rows by one
03:53column, and again, who said a table has to be more than one column?
03:57The first row contains this graphic which is an outlined parentheses, this row
04:05is on a fixed height.
04:07But, this row and this row are where the magic happens.
04:12These rows are set to Grow, and that means that if you add or subtract a line,
04:19the entire layout module if you will is going to move with it.
04:23I mean, this is really a case if you think about what the alternatives
04:26are, they're not pretty.
04:28If these were separate items in separate frames, every time you had an edit here
04:33or here, you'd have to move this item up, or pull it down.
04:37Here, everything stays in place.
04:39The distance from the baseline of this line to the baseline here is really
04:45controlled not only by the height of this row, but by the insets.
04:48So everything is positioned perfectly.
04:51Nothing else can do this sort of thing like a table can, and if you sit back and
04:55think about what tables can do, well, you can start to understand why I'm so
04:59crazy about the table features in InDesign.
05:01Try going a little nuts yourself!
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9. Exporting Tables to EPUB and HTML
Comparing table styling for best export results
00:00If you're working in InDesign today, you're probably at least thinking about
00:04delivery of your content in either HTML or EPUB format.
00:07InDesign is getting better at the process of converting your print documents
00:11to these digital formats, but it's not perfect, and that's especially true with tables.
00:16There are a few things you need to know though that will help give you better
00:18results, or at least fewer surprises.
00:21If you're working in CS4 or CS5, the best advice I can give you is to upgrade to version 5.5.
00:27Almost all the new feature improvements in 5.5 related to making HTML and
00:31EPUB export better.
00:33Also, if you're not aware already, successful creation of HTML and EPUB Export
00:38requires that you get to know at least a little CSS.
00:41CSS or Cascading Style Sheets basically control the formatting of your HTML or EPUB.
00:47In fact, an EPUB which is a file format, is really just an HTML file and is
00:52associated CSS that's wrapped as a zip file.
00:55We're not going to get into CSS in this video.
00:57If you need to learn about it, there many excellent titles in the Online
01:00Training Library you can take a look at.
01:03In this file, I have an example of some tables that were formatted in
01:07some different ways.
01:09The good news is that without doing anything, if you have a table in your
01:12InDesign document, you do get the table structure in the Export, but you don't
01:16get a lot of the formatting.
01:18This first table has no formatting except it has the default style Basic Table applied.
01:26In fact, let's open our Table Styles panel and you can see that it has Basic
01:31Table applied with no overrides.
01:33The second table in this file just has Basic Table applied, but there are some
01:38overrides and this is really where we've just applied some formatting using the Cell options.
01:43We've basically put some fill in and applied some text formatting
01:46using paragraph styles.
01:48One thing you need to know about exporting InDesign tables is that none of the
01:52formatting you do via cell options comes over in the export. That's right!
01:56All these fills are going to get lost in the export.
01:59The only way that we can keep these cell fills is if we choose to preserve the
02:04local overrides, which is really not a good practice.
02:07On the next page, we have a couple of more tables.
02:11This table does have a table style applied, aptly called green_table_style,
02:16because if we take a look at the style, we can see that these fills have been
02:21applied by the cell styles that are included down here.
02:25One cell style for the header row and one for the body row is what's giving us the fill here.
02:30There is no alternating fill pattern coming from the table level formatting itself.
02:36The last table in this file has yet another table style applied and it does
02:41use alternating fills;
02:43only the header row has its fill applied by a cell style.
02:46Let's take a look at what happens when we export this file.
02:50I'm going to go to the File menu, and choose Export and we'll go to our desktop.
02:55Now, I'm going to just export this file as HTML, because the result will be the same for EPUB.
03:01Remember, with EPUB, we'll basically get a flavor of HTML, and the associated CSS.
03:07And this will be a little quicker for us to look at in our browser.
03:09Let's call this no_overrides because I'm going to export it without preserving
03:16any of the local overrides.
03:18We'll order it based on the page layout, because all of this text is
03:21threaded together and the tables are basically in-line objects, so they're already anchored.
03:26We don't need to do anything with images.
03:29Under the Advanced Settings, we just want to be sure that the CSS is included
03:33and we're not going to preserve any local overrides.
03:37When I export this file, you can see that the table did get exported, but not much else.
03:42There's almost no formatting here.
03:45This is the table where we used cell formatting to apply fills and text formatting.
03:51Some of the text formatting came over, but none of the fills.
03:54This third table was styled you may recall with the green_table_style.
03:59So it used the table style, but no table level alternating fill patterns and we
04:05got no fill patterns here or much else of any other formatting for that matter.
04:11The last table finally has a little color and that is coming from the
04:15alternating fill pattern that we applied at the table level of formatting.
04:19Even the header row that was filled was filled by virtue of cell formatting, and
04:25that doesn't come over either.
04:27And also, you can see in every case, none of the sizing of the cells or
04:32table came over either.
04:34Let's take a look at the code behind what we're seeing in our browser here.
04:37I'm going to take a look at this in Dreamweaver, but there are all kinds of
04:41programs out there that you can use to view your code.
04:43We'll choose File > Open, and go to our Desktop and there is our file.
04:48Now, on the right here, we have what we basically view in the browser.
04:53So that's what we just saw in Safari.
04:55On the left, we have at the top our CSS rules.
04:58We do have some rules for table, and more importantly, I wanted to show you
05:04that we have a separate CSS rule for each of the table styles that we included in that file.
05:10We have Basic-Table, green_table_ style and alt-fills table style.
05:15That means we can get into these rules and add additional formatting.
05:19So that's a good thing.
05:20If we scroll down and look at the code, we do have a table structure that you can see here.
05:29This is that second table that had the Basic-Table style applied to it, and it
05:33basically is using the same CSS rule as the first table.
05:36So it would be, well, it would be a lot of work to make different CSS
05:41styling for the second table from the first table, because they both have the same style.
05:45In every case, we have to set the padding around the cells.
05:49So we have the basic table structure here, we have some CSS rules that we can
05:54grab on to, and use, but we don't have much else.
05:57Let's take a quick look at exporting that same file, and preserving local overrides.
06:05So I'm going to go back to the File, and we'll export.
06:10This one we'll call just overrides, because it's going to include overrides, and
06:16we'll leave the same settings.
06:18But here, I'm going to preserve local overrides.
06:21What this is going to do is bring over that formatting in that second table that
06:26we applied with cell option formatting.
06:29I suppose if you are exporting a document that just has one or two tables in it
06:32and you want to kind of force the formatting in there, you could use these
06:37local overrides, but it's really not a good practice and your CSS person is not going to be happy.
06:43But, there you have it!
06:45So when it comes to exporting InDesign tables, the results are maybe not what we would hope for.
06:50But, applying table styles will help, and anything you can do in InDesign to
06:54improve the code on Export is definitely worth doing.
Collapse this transcript
Converting tables to graphics for export
00:00When you export your InDesign table to HTML or EPUB the table structure will be
00:04maintained, but not a whole a lot of the formatting will come over.
00:07You have to fix that in the CSS code, if you know CSS that is.
00:11Another way to export a table is to convert it to an image.
00:14Then it'll look exactly as it does in your InDesign layout, complete with the formatting.
00:18How well that will work though partly depends on the size of your table, because
00:23especially if you're exporting to EPUB the size of the table is going to be
00:26determined by the screen size of the Reader and if the table resizes for smaller
00:30screen or smaller browser window the type can be scaled so much that you
00:34actually can't read anymore.
00:36And of course if you export your table as an image it means it's not
00:39searchable in any case.
00:41But for some situations this is a viable solution, especially if you're working
00:44with smaller tables.
00:45I'm going to show you two ways to do this.
00:48The first method can be done in CS4, CS5, or CS5.5.
00:52The second way I'll show is CS5.5 only.
00:55The first step to converting your table to an image is to select it and remove
00:59it from the main text flow.
01:00You'll see my blinking cursors to the right of the table here.
01:03So I'm going to hold down the Shift key and press the left-arrow key and
01:07that selects the table.
01:08Now I'm going to cut it out of the text flow, Command+X or Ctrl+X, and then I'll
01:13just scroll over a little bit and make a text frame to paste the table into.
01:17The next step is an important one.
01:19I want to make sure that the text frame is really snug against the table.
01:22That's because the entire text frame is going to be exported as an image so I
01:25don't I want any extra white space around it.
01:28Next with the table still selected I'm going to go to my File > Export Options,
01:34and the best format for export is really JPEG.
01:37I'll save this to the desktop.
01:40The thing we have in JPEG Export is that we can export just the selection here.
01:45We can also change other image settings such as the resolution and so forth.
01:49I'm just going to export this and now we'll bring it back into our InDesign table.
01:54I'm going to place that file and we will just double-click and bring it out on the pasteboard.
02:01I do have to anchor this back into my text flow so that it'll be in the right
02:05order, especially in CS4 and CS5.
02:07So let's cut it to the clipboard, Command+X or Ctrl+X and then I'll click back
02:13in that paragraph where the table was before and paste.
02:16So now my layout looks exactly as it did before it's just that the table is an image.
02:21When you're using this method by the way it's really important to keep your
02:24original table so you have to do any edits, you have the original table, and
02:28then you can just re-export it as a JPEG with your edits in it.
02:32Now we're ready to export.
02:33I'm going to use the keyboard shortcut Comman+E or Ctrl+E, and this time we're
02:38going to export as HTML.
02:41I could export it as an EPUB, but HTML is a little easier to see, and an EPUB
02:45after all is really just a flavor of an HTML file and the CSS in a zip rapper.
02:51So let's click Save.
02:53I want to export the document and let's check the image settings.
02:58One very important thing we want to look at here is the image size.
03:02We have a choice of the image being exported in a Fixed size or Relative to the
03:05Page, and Relative to the Page is usually what we want.
03:08When the pages resized or when it's viewed in a different Reader we want the
03:13table to scale with it.
03:16Let's export this and see what we have. There we go!
03:19There is our table.
03:20Formatting is all there, but it is an image and you can see that it's the
03:25browser window changes size the table does as well, and if this window gets
03:29really small you can see that the table might become unreadable altogether.
03:34If you're going to use this technique, it might be a good idea to actually make
03:37some of the type in your table bigger than when you export it and if the table
03:41scaled down it might be a little bit easier to read.
03:44The next method I want to show you for converting your images is CS5.5 only.
03:49I'm going to click and delete this JPEG image we just put in here, and we still
03:53need our original table as a separate object.
03:56We need to take it out of the main text flow.
03:58So it's already on the pasteboard here, I'm going to select it.
04:02And in CS5.5 we have this great Object Export Options dialog, and under the tab
04:10for EPUB and HTML we can choose Custom Rasterization, which basically takes
04:15whatever object we have selected and converts it to an image.
04:19In this case for us a JPEG.
04:21Now when I close the dialog box the last step is that I need to anchor this
04:26table in the text flow.
04:28In CS5.5 of course we need only grab this little blue icon and drag it
04:33right into position here.
04:35Let's export this again.
04:37I'm going to just right over the file that was already there.
04:41We'll check our Image Settings, make sure we have relative to page and here we
04:46go, and we have the exact same result.
04:50So you can see in CS5.5 especially it's pretty easy to convert your tables
04:57to images for export.
04:58If you're going to go this route instead of tweaking the CSS code it's just one
05:02more reason to upgrade.
Collapse this transcript
Conclusion
Next steps
00:00Hey, thanks for watching our InDesign Tables In Depth course.
00:04I hope you've learned a lot of new tricks that you'll be able to use every day
00:07both to work with tables you already have, but also to think a little more
00:11creatively, how to use InDesign's table features.
00:14If you have more questions about how to use styles check out Michael Murphy's
00:18InDesign Styles in Depth.
00:20If you're interested in more on EPUB watch Anne-Marie Concepcion's series on
00:25InDesign for EPUB, Kindle, and iPad.
00:28But if you're just looking to get more creative with InDesign I highly recommend
00:32Mike Rankin's biweekly series InDesign FX, and Anne-Marie and David Blatner's
00:38biweekly series InDesign Secrets.
00:40Both have the great little nuggets of information that you can sprinkle
00:43all through your work.
00:44Well, again thanks for watching, and I hope to see more of you here at lynda.com.
Collapse this transcript


Suggested courses to watch next:

InDesign Secrets (9h 17m)
David Blatner

InDesign FX (7h 11m)
Mike Rankin


InDesign Styles in Depth (5h 1m)
Michael Murphy


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