Excel - Header and footer details Tutorial

In this video, you will learn about adding header and footer details in Microsoft 365. The video covers the steps to add header and footer details in Office apps like Word, Excel, and PowerPoint.
This feature allows you to customize the top and bottom sections of your documents, spreadsheets, and presentations.
Adding header and footer details can enhance the professional look of your files and provide important information such as page numbers, document titles, and dates.
This will help you create visually appealing and well-organized documents using Microsoft 365.

3:41
4054 views

Available in Microsoft365

Objectifs :

This video aims to teach users how to efficiently create and manage headers and footers across multiple worksheets in Excel, enhancing their document organization and presentation.

Chapitres :

Introduction to Headers and Footers
In this video, we will explore how to create headers and footers for multiple worksheets in an Excel workbook. This process not only saves time but also ensures consistency across your documents.
Creating Headers and Footers for Multiple Worksheets
To add headers and footers to several worksheets simultaneously, follow these steps: - Select the first worksheet. - To apply the header or footer to every worksheet, hold down the Shift key. - If you want to select specific worksheets, hold down the Ctrl key and click on each additional worksheet tab. - In the header or footer area, click on the Design tab and choose the elements you want to add, such as page numbers. This will add the selected elements to the headers and footers of all chosen worksheets.
Customizing Headers and Footers
You can create unique headers and footers for the first page of your document. For instance, you might want to include the file name and current date on the first page, while subsequent pages display only page numbers. To do this: - Click on the Design tab and select 'Different First Page'. - Add your desired elements to the header and footer of the first page. - Use the 'Go to Footer' button to navigate and apply the footer.
Adding Page Numbers
To ensure that page numbers are displayed correctly: - Navigate to the second page and add the page number to the header or footer. - Excel will automatically adjust the numbering, displaying '2' for the second page.
Combining Elements in Headers and Footers
You can combine multiple elements and text in a single section of a header or footer. For example: - Click on the section where you want to add text. - Type 'Workbook'. - On the Design tab, select 'File Name', type 'Sheet', and then click 'Sheet Name' to include the sheet name in all worksheets when printed.
Formatting Headers and Footers
To format the content in your headers and footers: - Select the text or element you want to change. - Use the context-sensitive menu to adjust the font, size, and other formatting options. - To move elements, select the content, press Ctrl + X to cut, select the new location, and press Ctrl + V to paste. - To delete content, select it and press Delete.
Removing Headers and Footers
To completely remove headers and footers from a worksheet: - Select the content in the header or footer section and press Delete. - This will clear the contents, but you can also choose to remove headers and footers entirely from the worksheet.
Previewing Headers and Footers
Before printing your worksheet, it's advisable to preview how the headers and footers will appear: - Click on 'File' and then 'Print'. - You may need to click 'Zoom to Page' to view the headers and footers clearly. - Use the 'Next Page' button to navigate through the pages and check the layout.
Conclusion
Now you have a solid understanding of how to create and manage headers and footers in Excel. Remember, there is always more to learn, so be sure to check out the course summary at the end and explore Excel further on your own.

FAQ :

How do I add headers and footers to multiple worksheets in Excel?

To add headers and footers to multiple worksheets, hold the Shift key to select consecutive worksheets or the Ctrl key to select non-consecutive ones. Then, go to the Design tab and add your desired header or footer elements.

Can I have different headers and footers on the first page?

Yes, you can set a different header or footer for the first page by selecting the 'Different First Page' option in the Design tab and customizing it as needed.

What should I do if I want to remove headers and footers from a worksheet?

To remove headers and footers, select the content in the header or footer section and press Delete. To completely remove them, go to the header/footer settings and clear the contents.

How can I format the text in my headers and footers?

To format text in headers and footers, select the text you want to change and use the context-sensitive menu to adjust the font, size, and other formatting options.

Is there a way to preview headers and footers before printing?

Yes, you can preview headers and footers by clicking on File, then Print. You may need to click 'Zoom to Page' to see how they will appear on the printed document.

Quelques cas d'usages :

Creating Professional Reports

When preparing a professional report in Excel, you can use headers to include the report title and footers for page numbers. This ensures that your document is well-organized and easy to navigate.

Managing Project Documentation

In project management, using headers and footers in Excel worksheets can help keep track of document versions and dates. For instance, you can add the project name in the header and the date in the footer for clarity.

Designing Financial Statements

When creating financial statements, headers can be used to display the company name and report title, while footers can include page numbers and the date of the report, enhancing professionalism and readability.

Educational Materials

Teachers can use headers and footers in Excel worksheets to include the subject name in the header and page numbers in the footer, making it easier for students to follow along in printed materials.

Event Planning

For event planning, headers can be used to display the event name, while footers can include contact information and page numbers, ensuring that all relevant details are easily accessible in printed documents.

Glossaire :

Header

A header is a section at the top of a page in a document or worksheet that typically contains information such as the title, author, or page number.

Footer

A footer is a section at the bottom of a page in a document or worksheet that usually includes information like page numbers, dates, or other relevant details.

Workbook

A workbook is a file in Excel that contains one or more worksheets, which can be used to organize and analyze data.

Worksheet

A worksheet is a single page within a workbook in Excel, where users can enter and manipulate data.

Design Tab

The Design tab in Excel is a menu that provides options for formatting and customizing headers and footers, including adding elements like page numbers.

Different First Page

An option in Excel that allows users to create a unique header or footer for the first page of a worksheet, separate from the rest of the pages.

Ctrl Key

The Ctrl key is a modifier key on a computer keyboard that, when pressed in combination with other keys, performs special functions, such as selecting multiple worksheets.

Shift Key

The Shift key is a modifier key on a computer keyboard that allows users to select a range of items, such as multiple worksheets in Excel.

Page Number

A page number is a numerical identifier assigned to each page in a document or worksheet, typically used for reference and organization.

00:00:07

To save time, you can also add them to several worksheets at the same time.

00:00:13

To create headers and footers for multiple worksheets in a workbook,

00:00:18

click the tab for the first worksheet.

00:00:21

If you want the header or footer to appear on every worksheet,

00:00:25

press and hold the Shift key

00:00:27

and click the tab for the last worksheet in the workbook,

00:00:31

or if you don't want the header or a footer to appear on every worksheet,

00:00:35

press and hold the Ctrl key and click the tab for each

00:00:39

additional worksheet you want to add the header or footer to.

00:00:44

In the header or footer, click the section you want to add something to.

00:00:49

Click the Design tab,

00:00:50

and click what you want to add,

00:00:52

such as a page number.

00:00:55

And we can see that page numbers have been added to

00:00:58

the header of every worksheet we selected.

00:01:01

You can create headers and footers that are different on the first page.

00:01:06

For example, you might want to put the file name and

00:01:09

current date on the first page, and page numbers on subsequent pages.

00:01:14

On the Design tab click Different first page

00:01:19

and add what you want in the header and footer of the first page.

00:01:24

I'm using the go to footer button to apply the footer.

00:01:31

Now we have a worksheet that has a header and footer, only on the first page.

00:01:36

If this isn't what you want,

00:01:38

to add headers and footers to the second and subsequent pages,

00:01:42

go to the second page, and add what you want.

00:01:46

If you add the page number to the header or footer of

00:01:48

the second page, it will correctly display the number 2.

00:01:53

You can combine multiple elements and text,

00:01:55

in the same section of a header or footer.

00:01:59

Click the section you want to add elements and text to.

00:02:03

In this example, I'm typing the text "workbook".

00:02:08

On the Design tab, I'm clicking File Name,

00:02:12

typing the text "sheet",

00:02:16

and clicking Sheet Name,

00:02:19

adding the sheet name to all worksheets in a workbook

00:02:22

is especially helpful when you print them.

00:02:25

To format what's in your headers and footers,

00:02:28

select what you want to change,

00:02:30

and use the context-sensitive menu,

00:02:32

to make changes, such as font

00:02:36

and font size.

00:02:39

You can move what's in your headers and footers,

00:02:43

select what you want to move, press Ctrl-X to cut it,

00:02:48

select the different section, and press Ctrl-V to paste it.

00:02:53

To delete what's in your headers or footers,

00:02:56

select the contents in a section, and press Delete.

00:03:01

To completely remove headers and footers from a worksheet,

00:03:04

delete all of the contents.

00:03:06

It's a good idea to preview your headers and footers

00:03:08

before you print your worksheet,

00:03:10

to make sure they look how you want them to look.

00:03:13

Click File, Print.

00:03:18

You may need to click Zoom to page, to be able to read the headers and footers.

00:03:24

Click next page to see Page 2 and subsequent pages.

00:03:27

Now you have a pretty good idea about how to create headers and footers.

00:03:32

Of course there's always more to learn.

00:03:34

So check out the course summary at the end.

00:03:37

And best of all, explore Excel on your own.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

2796 Views

Video Training Microsoft Excel - Discovery level

Discover and familiarize yourself with Excel: from creating and using your tables to enhancing your visuals and collaboration. Our introduct...

ALL COURSES