(Ch. 6) 1
Chapter 6 Excel Tutorial Script
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Welcome to Chapter 6, Creating Headers, Footers, and Signature Lines
After completing this tutorial, you should be able to add headers, footers, and signature
lines to your Excel spreadsheets. These refinements will help you produce professional
looking accounting statements
To start, open a blank excel document
After opening a blank Excel document, change the name of the first worksheet to WA
Production Cost Report
To review, to change the name of a worksheet right-click on the tab and select rename.
You can also double click on a tab to change its name.
We will now create a Header
To do this click on the Insert ribbon and select the “Header and Footers” button
You should now be able to create a “Header”
Before you enter anything in the Header, you can change the font format to meet your
desired look
In this case we will go to the home ribbon and select size 12 point font
We will now enter in the header for this company
In the center column of the header enter the company’s name, Smith Electronic Company
And below the company name enter Chip-Mounting Production Department
Followed by Weighted-Average Production Cost Report under that
To close the “Header”, click anywhere on the worksheet
As you can see the Header overlaps row one of the worksheet.
To adjust for this go to the Page Layout ribbon tab and select the dropdown arrow
associated with Margins
Select customize margins
Make your top margin 1 inch
Your header should look similar to the one that appears on the screen
We can also add a footer in this document
To add a footer, go back to the Insert ribbon, and click on the Header and Footer button
Within the Navigation box under the Header and Footer Tools Design ribbon, select Go
to Footer
Note the design ribbon will only appear when you are clicked on the header or footer
Excel automatically starts with a centered format and 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 footer box
Here we will enter in the information about when the document is created and approved
In the right footer box, type in Created by: Subordinate
Next, type in the date we created this document
For this example I will enter 12/17/2010
(Ch. 6) 2
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Now type in Approved by: Supervisor
The Supervisor can enter in the date he approves the document
This procedures outlined earlier allow you to keep track of statements you create and the
date such statements were approved by your supervisor
To close the “Footer”, click anywhere on the worksheet
Your document should now look similar to the one that appears on the screen
If a date stamp is not enough support, your manager may want to sign the cost reports to
verify that he or she has seen it.
Excel 2010 allows you to add a signature line in an Excel document
This will allow you to build your spreadsheet around the box, and leave ample space for
his or her signature
To add a signature line, go to the insert ribbon, and click on the signature line button
A new window will pop up addressing digital signature security
We are not having a manager sign in electronically, so just click “Ok”
A new window pops up and this window allows you to customize your signature box
We will now enter the supervisor’s information into the Signature setup box
In this example, our supervisor is Steve Smith
Enter suggested signer as Steve Smith
Enter suggested signer’s title as supervisor
His email is ssmith@smithelectroniccompany.com
Enter this in the suggested signer’s email address box
You signature setup box should look like the you that appears on the screen
Now click “Ok”
As you can see, Excel has put a signature line into the worksheet
You can now print this report out, and have your boss sign it
You have successfully created a header, footer, and signature line in Excel
Having completed this tutorial, you should now be able to add headers, footers, and
signature lines to your Excel spreadsheets. These refinements will help you produce
professional looking accounting statements
You have successfully completed Chapter 6, Creating Headers, Footers, and Signature
Lines, of the Excel Tutorial Series