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Create Headers and Footers in Excel – Instructions

/ / Excel 2013, Excel 2016, Latest, Microsoft, Office 2013, Office 2016, Office 365
Create Headers and Footers in Excel - Instructions: A picture of the “Header” dialog box appearing in front of the “Page Setup” dialog box in Excel.

Create Headers and Footers in Excel: Overview

            To create headers and footers in Excel, open the “Page Setup” dialog box. To do this, click the “Page Layout” tab in the Ribbon. Then click the “Page Setup” dialog box button in the lower-right corner of the “Page Setup” button group. Then click the “Header/Footer” tab within the dialog box.

            The “Header/Footer” tab shows the header and footer for your current worksheet. You can use the “Header” and “Footer” drop-down boxes on this tab to select from some pre-made standard heading information. Alternatively, you can click the “Custom Header…” or “Custom Footer…” buttons to create a custom header or footer.

            If you create a custom header or custom footer, then the “Header” or “Footer” dialog box appears. Here you can click into either the “Left section,” “Center section,” or “Right section” text boxes. Then type your header or footer information into those text boxes. Excel also provides you with many buttons that let you insert pre-created fields of information into headers and footers. They are the “Format Text,” “Insert Page Number,” “Insert Number of Pages,” “Insert Date,” “Insert Time,” “Insert File Path,” “Insert File Name,” “Insert Sheet Name,” “Insert Picture” and “Format Picture” buttons. Click one these buttons to insert that type of information into the currently selected text box in your custom header or footer.

Create Headers and Footers in Excel - Instructions: A picture of the “Header” dialog box appearing in front of the “Page Setup” dialog box in Excel.

Create Headers and Footers in Excel – Instructions: A picture of the “Header” dialog box appearing in front of the “Page Setup” dialog box in Excel.

            When you create headers and footers in Excel, you can also select text typed into a custom header or footer. Then click the “Format Text” button to modify its font and font size. To place images into the header and footer, click the “Insert Picture” button. Then use the “Insert Picture” window that appears to select the image to insert. Then use the “Format Picture” button to edit the selected image’s properties. After setting the appearance of your custom header or custom footer in either the “Header” or “Footer” dialog boxes, click the “OK” button to return to the “Page Setup” dialog box.

            Four checkboxes appear at the bottom of the “Header/Footer” tab. They are the “Different odd and even pages,” “Different first page,” “Scale with document,” and “Align with page margins” checkboxes. To print different header or footer information for odd and even pages, the first page, or both, check either or both the “Different odd and even pages” and/or the “Different first page” checkboxes, as needed.

            Then click either the “Custom Header…” or the “Custom Footer…” button to open the “Header” or “Footer” dialog box. There are then two or three tabs, depending on your checkbox selections, for each unique header or footer you must create. Click the tab of the custom header or footer to create before adding its header or footer content. Then create its content the same way as when creating a single custom header or footer. When finished, click the “OK” button to return to the “Header/Footer” tab in the “Page Setup” dialog box.

            The last two checkboxes on this tab let you to scale the headers and footer along with the worksheet content, if needed. They also let you align the headers and footers with the page margins set on the “Margins” tab.

Create Headers and Footers in Excel: Instructions

  1. To create headers and footers in the “Page Setup” dialog box, click the “Page Layout” tab in the Ribbon.
  2. Then click the “Page Setup” dialog box button in the lower-right corner of the “Page Setup” button group.
  3. To see the header and footer for your current worksheet, click the “Header/Footer” tab in the “Page Setup” dialog box.
  4. To select a preset header or footer, use the “Header” and “Footer” drop-down boxes on this tab.
  5. Alternatively, to create a custom header or footer, click either the “Custom Header…” or “Custom Footer…” button to open either a “Header” or “Footer” dialog box.
  6. In either dialog box, click into either the “Left section,” “Center section,” or “Right section” boxes.
  7. Then type your header or footer information into those spaces provided.
  8. To insert pre-created fields of information into headers and footers in either the “Header” or “Footer” dialog boxes, click either the “Format Text,” “Insert Page Number,” “Insert Number of Pages,” “Insert Date,” “Insert Time,” “Insert File Path,” “Insert File Name,” “Insert Sheet Name,” “Insert Picture” and/or “Format Picture” buttons to insert that type of information into the currently selected text box in your custom header or footer.
  9. When finished, to return to the “Page Setup” dialog box, click the “OK” button.
  10. To print different header or footer information for odd and even pages, the first page, or both, check either or both the “Different odd and even pages” and/or “Different first page” checkboxes at the bottom of the “Header/Footer” tab, as needed.
  11. Then click either the “Custom Header…” or the “Custom Footer…” buttons to open the “Header” or “Footer” dialog boxes.
  12. Two or three tabs then appear, depending upon your checkbox selections, for each unique header or footer you must create.
  13. Click the tab of the custom header or footer you want to create.
  14. Then create the headers and/or footers the same way as when creating a single custom header or footer.
  15. When finished, click the “OK” button to return to the “Header/Footer” tab in the “Page Setup” dialog box.
  16. To scale the headers and footer along with the worksheet content, check the “Scale with document” checkbox on the “Header/Footer” tab.
  17. To align the headers and footers with the page margins specified in the “Margins” tab, check the “Align with page margins” checkbox on the “Header/Footer” tab.
  18. When finished, to apply your changes, click the “OK” button in the “Page Setup” dialog box.

Create Headers and Footers in Excel: Video Lesson

            The following video lesson, titled “Creating Headers and Footers,” shows how to create headers and footers in Excel. This video lesson is from our complete Excel tutorial, titled “Mastering Excel Made Easy v.2016-2013.”

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