Give a Consistent & Professional Look to Your Excel Workbooks

If you are a stickler for consistency and want to maintain a consistent and professional look in the documents your firm sends out, then you can use this simple macro that automatically formats your company workbooks with certain essentials.

This tip below will help you create a macro you can use to insert a custom footer or header into your all of your firm's documents.

To create the macro do the following:

  1. Open a new Excel workbook.
  2. From the Tools menu, point to Macro, and then click Record New Macro.
  3. In the Macro name text box, type the name for the macro, such as companypage.
  4. In the Store macro in list, select Personal Macro Workbook. (Note: You must save the macro in your Personal Macro Workbook, or it will be lost.)
  5. Click OK.
  6. On the View menu, click Header and Footer.
  7. Click the Custom Footer button.
  8. Click in the Left section, Center section, or Right section box, and then click the buttons to insert the header or footer information you want in that section; or, type in your own information such as Company Name, Address etc.
  9. You can customize the font by clicking the Font button (the button with a large A) to change the font attributes.
  10. Click OK.
  11. On the Tools menu, point to Macro, and then click Stop Recording.

To use this new macro in a document, do the following:

  1. Open a new document.
  2. From the Tools menu, go to Macro, and then click Macros.
  3. In the Macro name box, click the name of the macro you want to run.
  4. Click Run.

You can click Print Preview to see what your footer or header will look like.

You may like these other stories...

Earlier this week I presented the Chart Edition of AccountingWEB’s High Impact Excel webinar series. One of the many topics I covered was the Sparklines feature, which was first introduced in Excel 2010. Several...
On January 30, I led a free, one-hour webinar, High Impact Excel: Pivot Table Edition. If you missed the presentation, it’s too late to get CPE credit, but you can watch an on-demand recording. After the webinar, I...
By David Ringstrom, CPA In Part 1 of this series I showed how to use a custom number format to conditionally display decimal places. Although the technique is simple, the downside is it may not work in every situation....

Upcoming CPE Webinars

Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.
Aug 28
Excel spreadsheets are often akin to the American Wild West, where users can input anything they want into any worksheet cell. Excel's Data Validation feature allows you to restrict user inputs to selected choices, but there are many nuances to the feature that often trip users up.