Excel - Insert headers and footers Tutorial

In this video, you will learn how to insert headers and footers in Microsoft 365. Headers and footers are useful for adding information like file paths and page numbers to your worksheets when printing.
The video demonstrates how to add headers and footers in Page Layout view, either by using the header and footer tools or by typing directly into the sections.
This skill will help you enhance the appearance and organization of your printed worksheets.

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Objectifs :

This video aims to teach users how to add headers and footers to a worksheet in a spreadsheet application, enhancing the presentation and organization of printed documents.


Chapitres :

  1. Introduction to Headers and Footers
    Headers and footers are essential elements in a worksheet that provide additional information when printed. They can include details such as file paths and page numbers, which help in organizing and identifying documents.
  2. Accessing Header and Footer Tools
    To add a header or footer, follow these steps: 1. Select the worksheet you want to modify. 2. Click on the 'Insert' tab in the toolbar. 3. Click on 'Header and Footer'. This action will switch the view to 'Page Layout', where you can see how the headers and footers will appear when printed.
  3. Adding a Header
    Once in the 'Page Layout' view, the 'Header and Footer Tools Design' tab will appear. By default, the cursor is positioned in the center section of the header. To add a file path: - Select the left section of the header. - Click the 'File Path' button. - Click anywhere else on the worksheet to see the file path displayed in the left section of the header on all pages.
  4. Adding a Footer
    To add a footer, scroll to the bottom of the page and select the section of the footer where you want to add information, such as page numbers: - Click the section you want to modify. - Click anywhere else on the worksheet, and the page numbers will now display in the footer. You can also explore other elements available on the Design tab.
  5. Customizing Headers and Footers
    You can type custom text in the header or footer. To do this: - Select the section you want to add text to. - Type your desired text. After making your changes, you may want to return to the normal page view for more workspace. To do this, click on the worksheet, go to the 'View' tab, and select the 'Normal' button.
  6. Conclusion and Next Steps
    In summary, adding headers and footers to your worksheet enhances its professionalism and organization. The next topic will cover page numbering in depth, providing further insights into managing document layouts.

FAQ :

How do I add a header to my worksheet?

To add a header, select the worksheet, click the Insert tab, and then click on Header and Footer. This will switch your view to Page Layout, where you can enter your header information.

Can I add page numbers to my footer?

Yes, to add page numbers to your footer, scroll to the bottom of the page, select the footer section, and click the page number button. The page numbers will then display in the footer on all pages.

What is the difference between Page Layout view and Normal page view?

Page Layout view shows how your worksheet will look when printed, including headers and footers, while Normal page view allows you to work on your worksheet without the layout considerations.

Can I type custom text in the header or footer?

Yes, you can type custom text in either the header or footer. Simply select the section you want to edit and type your text directly.

What elements can I add to my header or footer?

You can add various elements such as file paths, page numbers, dates, and custom text to your header or footer using the tools available in the Design tab.


Quelques cas d'usages :

Creating Professional Reports

When preparing a professional report, adding headers with the document title and footers with page numbers can enhance the document's organization and readability. This is particularly useful in corporate settings where multiple pages are involved.

Educational Materials

Teachers can use headers and footers in worksheets to include the subject name and page numbers, making it easier for students to keep track of their materials. This can improve the overall learning experience.

Project Documentation

In project documentation, headers can be used to display the project name and footers for version control or date of creation. This helps in maintaining clarity and tracking changes over time.

Client Proposals

When creating client proposals, including a header with the company logo and footer with contact information can make the document look more professional and provide essential information at a glance.

Event Planning

For event planning documents, headers can include the event name and footers can display the date and page numbers, ensuring that all pages are easily identifiable and organized for attendees.


Glossaire :

Header

A header is a section at the top of a worksheet that can contain information such as titles, file paths, or other relevant data that appears on every printed page.

Footer

A footer is a section at the bottom of a worksheet that can include elements like page numbers or additional notes that are printed on every page.

Page Layout view

A view in spreadsheet software that allows users to see how the worksheet will look when printed, including headers and footers.

Design tab

A tab that appears in the toolbar when working with headers and footers, providing tools to customize their appearance and content.

Page number

A numerical identifier for each page of a printed document, typically displayed in the footer.

Normal page view

The standard view in spreadsheet software that allows users to work on their worksheet without the layout considerations of printing.

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When you print the worksheet, the headers and footers also print.
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For example, you might create a header with the file path,
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and a footer with page numbers.
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Headers and footers display only in Page Layout view and on printed pages.
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Select the worksheet you want to add a header or a footer to,
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click the Insert tab, and click Header and footer.
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This displays the worksheet in Page Layout view.
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The header and footer tools Design tab appears,
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and by default, the cursor is in the center section of the header.
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I'm selecting the left section.
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I want to add the file path to it, so I click the file path button.
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I click anywhere else on the worksheet, and the file path
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displays in the left section of the header on all pages.
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To add a footer, scroll to the bottom of the page,
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select the section of the footer you want to add something to,
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on the Design tab, click an element such as page number,
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click anywhere else on the worksheet
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and page numbers now display in the footer.
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There are other elements on the Design tab.
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Check them out.
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You can also just type information in a header and footer.
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Select the section you want to add text to, and type your text.
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When you're done, you might want to return to normal page view
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to have more room to work on your worksheet.
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Click the worksheet, click the View tab,
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and click the Normal button.
00:01:58
Up next, page numbering in depth.

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