About this lesson
The steps to take to ensure that the model looks as intended when printed.
Download this lesson’s related exercise files.Printing and Viewing Tips.xlsm
50.3 KB Printing and Viewing Tips - Solution.xlsm
Printing and Viewing Tips
Tips to use when printing and viewing your financial model.
When to use
It is worth taking time to set up print margins and to include headers and footers during the preparation of a financial model so that other users don’t print out the document later to find that nothing lines up or there aren’t any headings on the pages.
- Workbook printing
- Table of contents page numbers
- Sheet page numbers
- Page margin consistency
- Print view consistency
- Workbook viewing
- Page view consistency
- Worksheet view consistency
- Prior to making any printing adjustments, ensure that all worksheets have been selected for consistency
- To add a Header or Footer to each worksheet in the workbook:
- Select the ‘Page Layout’ section as shown above in the picture
- In the ‘Sheet Options’ section, there is a small arrow in the bottom right hand corner (circled in blue in the picture above). Select this to bring up the ‘Page Setup’ dialog box
- Select ‘Header / Footer’
- Select either the ‘Customer Header’ box or ‘Custom Footer’ box to customise what you want to show at the top or the bottom of the pages i.e. you can add the date, the page number, enter your own text, file name etc.
- In the ‘Page Setup’ dialog box, you can also select the ‘Print Preview’ button to see how each page will print out – you can then go back into each page to make adjustments to ensure that the pages look presentable once printed.
- Once you have found which page needs fixing you can select the ‘Page Break Preview’ (circled in blue in the picture below) so that you can move the page breaks to ensure the data fits nicely on the page
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