Chapter 6 Header Footer Tutorial by IFY9nc7Y


									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

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
   2. After you have completed step one, click on the Insert ribbon; then select “Headers &
   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 Enter his information into the window as seen

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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