Chapter 6: Excel Tutorial (Creating Headers, Footers and Signature Line) After completing the tutorial, you will be able to add headers, footers and signature lines to your Excel spreadsheets. These refinements will help you produce professional looking accounting statements. Headers, Footers and Signature Line—follow these directions to add a header, footer and signature line to an Excel worksheet. 1. Open a blank Excel workbook. Change the name of the first worksheet to WA Production Cost Report. (Hint: To rename worksheets, first refer to the tabs that appear at the bottom of the screen; these tabs will read Sheet 1, Sheet 2, and Sheet 3. Right click on each tab, and select “Rename.” Now you can type in the desired name of the sheet. To delete a sheet, instead of selecting “Rename” after right-clicking on the tab, you select “Delete.”) 2. After you have completed step one, click on the Insert ribbon; then select “Headers & Footers”. 3. You should now be able to create a “Header.” a. Before you type, select the font size of your choice (e.g., 12). b. Type in the center “SMITH ELECTRONIC COMPANY.” c. Now, type “Chip-Mounting Production Department,” and below that type “Weighted-Average Production Cost Report.” d. To close the “Header” view, select one of the sheet tabs below. e. To always view the Header and Footer, within the Page Layout ribbon select View in the Header box. f. As you can see the header, overlaps row one of the worksheet. To adjust for this go to the Page Layout tab on the ribbon and select the dropdown arrow associated with Margins. Customize your top margin to be 1”. g. Follow the above procedure to prepare a header for the Weighted-Average Production Cost Report, as shown below. 4. To add a footer, go back to the Insert ribbon, then and click on Header and Footer. 5. Within the Navigation box select Go to Footer. 6. Excel automatically starts with a centered format; we want to have a right-side alignment. To do this, click on an open area within the window. Once you move your mouse over the “Footer” box, you can see that you can select the alignment that you would like to have. Select the right box. 7. Within the “Footer” window, select the right section. a. Type Created by: Subordinate. To automatically enter the date with the information above, select the date key ( ). b. Now type Approved by: Supervisor. Once again, select the date key. (The procedures outlined above allow you to keep track of statements you create and the date such statements were approved by your supervisor.) c. To close the “Footer” view, select one of the sheet tabs below. d. Create this footer for both worksheets. An example of the footer for the Weighted-Average Production Cost Report is shown below. 8. If a date stamp is not enough support. Your manager may want to sign the cost reports to verify that he has seen it. Excel 2007 allows you to add a signature line to an Excel sheet. This will allow you to build your spreadsheet around the box, and leave ample space for his/her signature. Go to the Insert tab on the ribbon (See picture on previous page), and click on the Signature Line button . 9. A window now pops up addressing digital signature security. We are not having a manager sign electronically so click OK. 10. A new window pops up; this window allows you to customize your signature box. Your supervisor (for this exercise) is Steve Smith, he is your Supervisor, and his email is firstname.lastname@example.org. Enter his information into the window as seen below: 11. Now you can click OK. 12. As you can see, Excel has put a signature line in your worksheet. Now you can print this report out, and have your boss sign it as he has addressed you have done.
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