Give a Consistent & Professional Look to Your Excel Workbooks | AccountingWEB

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.

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