Excel Headers and Footers

It’s easy to add headers and footer to your Excel spreadsheets, similar to those added to Word documents.  The Excel headers and footers allow you to include document details, such as titles, dates, page numbers, locations, etc. while also making the spreadsheet more professional looking in appearance.  Below are the step-by-step instructions for working with Excel Headers and Footers.

Working with Headers

Creating a Header

1. Click the Insert tab.
2. Click Header & Footer in the Text group.
3. Excel will switch to the Page Layout view.
4. Click the left, center or right header text box at the top of the worksheet page.
5. Type the header.
   • Press Enter to start a new line in the header.
   • To include an ampersand (&) in the text of the header, use two ampersands. Example:  Smith & Jones LLC would be typed as Smith && Jones LLC in the header area.

     

6. Elements can be added to the header from the Header & Footer Elements group on the Design tab.
7. Options can also be set from the Options group on the Design tab.

• Header & Footer Elements allows you to add specific elements to your Header:
  • Page Number
  • Number of Pages
  • Current Date
  • Current Time
  • File Path
  • File Name
  • Sheet Name
  • Picture (such as a logo)

    

• Options allow you to format the header.
  • Different First Page – Create a different header for the first page, similar to the Word feature.
  • Different Odd & Even Pages – Create different headers for odd and even pages.
  • Scale with Document – Scale the Header to match the spreadsheet scaling.
  • Align with Page Margins – Align the header margins to match the spreadsheet margins.

8. Once you have completed setting up your header, click the Normal View icon to the right side of the status bar to return to the normal view.

Using Built-in Header

1. Once you have navigated to the header in the Page Layout view, click the Design tab.
2. Click Header in the Header & Footer group.
3. Click one of the listed headers.
4. Click the Normal View icon to the right side of the status bar to return to the normal view.

Working with Footers

Creating a Footer

1. Click the Insert tab. 
2. Click Header & Footer in the Text group.
3. Excel will switch to the Page Layout view.
4. Click Go to Footer from the Navigation group on the Design tab.
5. Click the left, center or right footer text box at the top of the worksheet page.
6. Type the footer.
   • Press Enter to start a new line in the footer.
   • To include an ampersand (&) in the text of the footer, use two ampersands. Example:  Smith & Jones LLC would be typed as Smith && Jones LLC in the footer area.
7. Elements can be added to the footer from the Header & Footer Elements group on the Design tab.
8. Options can also be set from the Options group on the Design tab.

• Header & Footer Elements allows you to add specific elements to your Footer.
  • Page Number
  • Number of Pages
  • Current Date
  • Current Time
  • File Path
  • File Name
  • Sheet Name
  • Picture (such as a logo)

    

• Options allow you to format the Footer.
  • Different First Page – Create a different footer for the first page, similar to the Word feature.
  • Different Odd & Even Pages – Create different footers for odd and even pages.
  • Scale with Document – Scale the footer to match the spreadsheet scaling.
  • Align with Page Margins – Align the footer margins to match the spreadsheet margins.

9. Click the Normal View icon to the right side of the status bar to exit the header and return to the normal view.

Using Built-in Footer

1. Once you have navigated to the header in the Page Layout view, click the Design tab.
2. Click Footer in the Header & Footer group.
3. Click one of the listed footers.
4. Click the Normal View icon to the right side of the status bar to exit the footer and return to the normal view.

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