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Category Archives: New skills

How do you know that you’re running a mature business?

invoiceLots of posts and books and blogs and courses and STUFF have been written about start-ups and about starting a new business. But what about when that phase is over? Some people, especially, it seems, in the technology sector, like to bounce from start-up to start-up, selling the business on or changing it in some way as soon as it has settled down. But what if you’re in the one business for the long run? How do you tell when you’ve moved from the start-up phase to running a mature business?

What is it like running a start-up business?

In my experience, the first few years of running your own business are characterised by

  • Uncertainty – will I get customers, will I keep customers, where will my next customers come from
  • Active marketing – trying different marketing methods, signing up for directory websites, trying some adverts
  • Overwork – working all the hours there are for clients who need everything now! It’s also possible that you’re working at a day job while developing the business on the side
  • Underpay – thinking “can I actually charge for this? That much? Really?
  • Constant change – changing strategy, changing business model, changing clients, changing business cards
  • A change in lifestyle and your social life – especially if this is your first start-up, you’ll disappear from your friendship groups, become invisible to your family, and probably start hanging out with new business chums as well

What is it like running a mature business?

I’m in Libro’s fifth year now, and things are markedly different from when I started. I know a few people who are just starting out, which helps me remember what it was like and see the differences. Here’s what it’s like once you’re up and running

  • Certainty – much fewer worries about where customers are coming from; working with regulars who you know well, knowing their payment schedules and how they operate
  • Less marketing – many more jobs will be coming from repeat clients and recommendations, so marketing is more about brand awareness and making sure that people know you’re there, rather than grasping for new clients all the time
  • Steady work – you have reclaimed your evenings and weekends
  • Steady pay – you have worked up your rates of pay to industry standards, and are confident that what you do is worth what you charge for it (however, you might be on tax payment on account if you’re in the UK, which can be a slightly tricky transition)
  • Less change – while you still check for return on investment, buy the new technology you need to run your business and keep up with your personal development, things should be more stable, changing when you choose to change them
  • You get your life back – you can go back to your friends and family, but you also have a peer group of people in your industry who you can use as a mutual support group

How do you get from start-up to mature business?

These are some things that I’ve done – what do you think are the key processes in this move?

  • Outsource some functions of the business – design and accountancy are key ones that I’ve done, but you might go ahead and outsource all of your admin functions
  • Optimise your customer base (I’ve written about this in more detail here) so you have good, reliable, regular customers who bring in a good rate of return
  • Organise your work so that most of it comes from regulars who book it in advance, and have a system to record what you’ve got booked in so you can fit new work around it (I use a simple Gantt chart)
  • Turn away work and recommend it on rather than taking on anything and everything
  • Build a good network of peers who you can pass work to and from whom you can get advice and support or just a laugh or a rant occasionally (especially important if you work on your own)

Giving something back

When I was talking about this article on social media, someone pointed out that another feature of a mature business is that you find yourself advising people on how to do it! True indeed – from my experience …

  • I wrote a post on how to become a proofreader which ended up as a whole careers section on my website, because so many people were asking me how to do it
  • I wrote a book on my first year as a full-time self-employed business person
  • I share the knowledge I’ve gained of social media by volunteering at the Social Media Surgeries
  • I am informally mentoring a few colleagues through their first years as self-employed editors

And that’s one of the main benefits of running a mature business for me.

Who are you calling mature?

I’m starting to plan my new book at the moment. Working title: “Who are you calling mature? Running a successful business after the start-up stage”. What do you think of the title? Do you think this would be a useful addition to the millions of business books that are out there?

Do pop a comment on this post if you have anything to say about that or any of the points I’ve raised above – I always love hearing from my readers!

Sign up for my newsletter to find out all the latest information about my new book.

 
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Posted by on October 21, 2013 in Business, New skills, Organisation

 

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How do I change footnotes to endnotes in Word?

As part of my series on footnotes and endnotes, here’s how to turn your footnotes into endnotes and your endnotes into footnotes in Word 2007, Word 2010 and Word 2013.

We begin with a document with footnotes, arranged at the bottom of their relevant page, as footnotes tend to be:

1 footnotes

But we want to turn these footnotes into endnotes. How?

Go to the Footnotes menu, which you can find in the References tab:

2 ribbon

Click on the little arrow at the bottom right to bring up the Footnote/Endnote Options dialogue box:

2 menu

Here you will find a Convert button to press. Press the button:

3 menu

This is context-specific, so if you have only footnotes, the option to convert endnotes to footnotes and to swap the two will be greyed out. Hit OK (or, if you already have both endnotes and footnotes, choose the option you wish to use then hit OK).

Your footnotes will have changed to endnotes:

4 endnotes

Related posts from this blog:

How to insert and format footnotes

How to insert and format endnotes

Please note, these hints work with versions of Microsoft Word currently in use – Word 2007, Word 2010 and Word 2013, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Find all the short cuts here

 
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Posted by on October 17, 2013 in Errors, New skills, Short cuts, Word, Writing

 

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How do I add endnotes to a Word document?

Writers use endnotes to find a place for additional text which doesn’t fit into the flow of the document at hand but needs to be included for reference purposes. The reasons for doing this are the same as for using footnotes (to provide translations, to expand on information in the text, to provide references for sources used, etc.)

What is the difference between footnotes and endnotes?

The only difference between footnotes and endnotes lies in their position.

The text of footnotes sits at the bottom of the page on which the footnote is referenced.

The text of endnotes sits at the end of the chapter, article or even the whole book in which the footnote is referenced.

What do endnotes look like?

Unlike footnotes, which can use symbols or numbers, an endnote will usually be marked using a raised number after the bit of text that they refer to, like this.1 The reason for this is that a whole set of endnotes might appear at the end of a chapter or book, and there aren’t enough symbols to cover more than about five.

The text of the endnote will be marked with the same number, and will include all of the text that you want to appear outside the main text.

Endnotes at the end of a chapter will usually start at 1 for each new chapter. However, endnotes for an entire book might be numbered either starting at 1 for each new chapter or running sequentially through the whole book, running into the hundreds.

Sometimes endnotes don’t have a number in the text, but just refer in their own text to a section of the main document. These tend to be done by hand rather than automatically in the way I’m going to show you today.

You can see here that the endnote number is on the first page (circled) but the endnote itself appears at the end of the whole document:

1 endnote

How do I create an endnote in Word 2007 and Word 2010?

The Endnote section is found in the References tab of the ribbon (not Insert):

1 menu

Place the cursor in the position where you want the endnote to appear and either press the Insert Endnote button (as above) or click on the drop down arrow for your options (I find that sometimes the Endnote numbering defaults to something odd, so it’s useful to do this:

2 options

This will bring up your endnote options. Choose your options (see next section) and when you press Insert, a number will appear in your text, and an endnote number will appear right at the end of your document (or chapter), ready for your endnote text.

Type the text you want into your endnote field, noting that you can change the paragraph style, size and font as with any text, although it’s common for the endnote font to be smaller than the main document font.

To insert the next endnote, follow the same sequence, although once you’ve set up your options, you can just hit the Insert endnote button instead of dropping down the options.

How do I delete an endnote?

Using the automated endnote system means that the numbering will adjust itself to stay correct if you delete and move notes around.

Don’t highlight the endnote itself and delete it. This has no effect on the numbering.

Instead, highlight the number in the text or position your cursor at the point just after it and press delete.

3 delete

Here, I’m deleting Endnote 3. Press delete and

4 delete

changes to:

5 delete

What are the endnote options?

We have already seen that clicking on the little arrow at the bottom right of the Footnotes section, brings up a range of Footnote and Endnote options that you can customise:

2 options

Here you can choose the number format, whether the endnotes appear at the end of each section (you will need to apply Section Breaks to make this work) or at the end of the whole document, and whether the numbering starts at the beginning of each new section or just runs through all of the document continuously.

6 options

For more detail on these options, see the relevant sections in the article on Footnotes.

How do I make the endnotes appear on a new page?

To make your endnotes appear on a new page, simply add a Page Break before them by putting your cursor at the end of the main text and pressing Control-Enter.

How to add endnotes in Word 2003

In Word 2003, you add endnotes using the Insert – Reference menus. The footnote options are then the same as above.

How not to add endnotes to Word documents

It is NOT RECOMMENDED to add endnotes manually (insert a superscript number and type the note at the bottom of the document) If you do this, you will lose all the advantages of using this automated system:

  • automatically adding the numbers in order
  • automatically renumbering the endnotes if you delete or add one or move one around

————-

In this article we’ve learnt what an endnote is, why you use them, all about inserting and deleting them and the options for customsing them.

Related posts from this blog:

How do I add footnotes to a Word document?

Changing footnotes to endnotes

How do I change the format of my endnotes and footnotes?

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Find all the short cuts here

 
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Posted by on October 9, 2013 in Errors, New skills, Short cuts, Word, Writing

 

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How to add page 1of 2 to a Word 2007 or Word 2010 document

I’ve had quite a few searches coming through to this blog from people wanting to know how to create a specific kind of page numbering – the kind when it reads “page 1 of 2”, “page 1 of 5”, “page 2 of 3”, etc. If you want more detail on page numbering, read this article on the basics and this one on the finer points. If you want to know how to make “page 1 of 10” appear on your document read on!

Why would I want to make my page numbers say page 1 of 2?

It’s a matter of personal choice as to how you format your page numbers. However, your department or office might have a style guide that dictates this, so it’s as well to know how to do it.

How do I get page numbers to say page 1 of 2?

As I mentioned, I have more detailed resources on page numbering. This is more of a ‘quick and dirty’ guide.

Go to the Insert tab, move to the Header and Footer area, and click on the little arrow at the bottom right of the Page Numbers button. This will give you a menu where you can select where your page number is to appear. Choose, for example, Top of Page, then scroll down the list of options to find Page X of Y:

page 1 of 1

This gives you three places where you can insert page x of y into your document. I’ve chosen the top one. Click the option and there you have it:

page 1 of 1 done

Note that you can’t change this in Page Number Options, you must do it using the Page Numbers option as shown above.

If you have found this article useful, please share it using the buttons below, and leave me a comment!

This is part of my series on how to avoid time-consuming “short cuts” and use Word in the right way to maximise your time and improve the look of your documents.

Related posts on this blog:

How to add page numbers to your document 1 – the basics

How to add page numbers to your document 2 – advanced editing etc.

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Find all the short cuts here

 
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Posted by on October 2, 2013 in Errors, New skills, Short cuts, Word, Writing

 

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How do I add footnotes to a Word document?

Academic and non-fiction writers use footnotes to refer to additional text which doesn’t fit into the flow of your paragraph but does need to be included. It might be used to provide a reference for a quotation or statement you’ve made, or might contain a digression or discussion of something you’ve just written about. It might also contain a translation of a non-native quotation you’ve placed in the text, or the non-native original quotation whose translation you’ve just given.

What do footnotes look like?

Footnotes can take two forms. Either there’s a raised number after the bit of text that they refer to, like this,1 or a symbol like an asterisk or paragraph mark is used (pleasingly, there is an order for these: *, , , §, ‖, ). In timetables and other tables, superscript (up high) letters and other symbols may be used.

In relation to this marker, a note will appear at the bottom of the page with the same marker at the beginning, which includes the additional / explanatory text:

0 footnotes

How do I create a footnote in Word 2007 and Word 2010?

The Footnote section is found in the References tab of the ribbon (not Insert, as you might expect):

2 menu

We need some example text first. Here’s some text after which we want to place footnotes:

1 before footnotes

Position the cursor in the position in which you want the footnote to appear (note, I am putting the footnotes AFTER the punctuation. This is common but not universal. The important thing is to be consistent) and press the Insert Footnote button:

3 button

A footnote number will now appear where your cursor is, and a note number under a line at the bottom of the page, ready for you to insert your footnote text:

3.1 insert footnote

Note that this has automatically pushed down the next paragraph onto the next page of the document. This is one of the reasons why you should automate this process and not do it manually.

You can type text into your footnote field – you can also change the paragraph style, font, size etc. as you would a normal bit of text; however, the way it defaults, with notes smaller than the main text, is the standard way to do it, so try not to mess around with it too much.

3.2 insert footnote

When you want to insert the next footnote, position your cursor in the next place and hit the Insert footnote button again. The next footnote will automatically number itself with the next number (or letter, or symbol: see below under Footnote options) and position itself under the first one:

3.3 insert footnote 2

If a footnote gets particularly long, Word will automatically shift the text and footnotes around so that they are on the same page and fit in correctly.

How do I delete a footnote?

Another benefit of using the automated footnote system is that you can delete and move footnotes and the numbering will adjust itself to stay correct.

How NOT to delete a footnote: Don’t highlight the footnote itself and delete it. This will have no effect on the numbering.

Instead, highlight the number in the text or position your cursor at the point just after it:

3.4 delete footnote

Delete that little number …

3.5 delete footnote

and the number will disappear from after “print,”, plus the one after “days.” will change to a 1 and footnote 1 will disappear, to be replaced by footnote 2, which has now become footnote 1. Magic!

What are the footnote options?

If you click on the little arrow at the bottom right of the Footnotes section, you will be given a range of Footnote and Endnote options that can be customised to suit your needs:

4 footnote options

You can choose between having footnotes and endnotes here (endnotes appear at the end of a chapter or the whole text, and will also be discussed in a different post). Then, you can choose the number format (drop down the arrow in each case):

5 footnote options

including those famous symbols (and you can also add your own symbol if you really have to). Select and hit Apply.

You can choose whether the numbering remains continuous throughout your document or restarts on every page (useful for tables) or in every section:

6 footnote options

And you can highlight a section of text and apply these changes only to the highlighted text (this changes to being the default when you highlight the text):

7 footnote options

How to add footnotes in Word 2003

In Word 2003, you add footnotes using the Insert – Reference menus. The footnote options are then the same as above.

How not to add footnotes to Word documents

It is possible, but NOT RECOMMENDED, to add footnotes manually by inserting a superscript number and typing the note at the bottom of the page. But this will NOT do what the automated footnoting system does:

  • automatically add sequential numbers
  • format the page so the text and footnote stay together
  • automatically renumber the footnotes if you move or delete or add one

So, don’t do that, now you know the correct way to do it!

————-

In this article we’ve learnt what a footnote is, what they look like, why you might use them, how to insert and delete them and the options available.

Related posts:

Some great notes on avid footnoters from the history of literature here.

On this blog:

How do I add endnotes to a Word document?

Changing footnotes to endnotes

How do I change the format of my endnotes and footnotes?

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Find all the short cuts here

 
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Posted by on September 25, 2013 in Errors, New skills, Short cuts, Word, Writing

 

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How do I decide who to work with?

dictionary coins watchWhen you’re new to your editing career – or any other freelance career for that matter, it’s tempting to rush around picking up every job you can. But it’s really worth evaluating the companies with whom you choose to work, from the very beginning. At the very least, you can avoid making yourself uncomfortable or making a small amount of money for a large amount of time. At the most extreme, you can avoid losing money, or even breaking the law! Read on for my hints and tips, and do add a comment if you can add any more!

Do conduct background checks

When a company contacts you to book your for a job, it’s easy to say yes without thinking. But it’s always good to do a few basic background checks.

  • If the company has found you through a professional organisation or website that has discussion boards or feedback mechanisms, check what other people have said about the company
  • Run a Google search for [company name] and phrases such as “bad payer”, “didn’t pay”, “don’t work with]
  • Ask your peers or any networks you’re in (on and offline) about whether they’ve worked with them before

I love it when a company approaches me via Proz, a jobs website I belong to, because members can see peer reviews of companies that are also members. The only time I’ve had a problem with a company that booked me through Proz was when I forgot to look at the “Blue board” and assumed they’d be OK.

Do check what they say on their website

This can tell you a lot about the company that wishes to book you. Is their website professional? Does it have terms and conditions? If it’s a middle man itself, does it seem to offer fair terms to its clients (and what’s the difference between what it charges its clients and what it’s offering to pay you – always interesting!).

You can also find massive red flags by doing this. This article was inspired by a friend, new to the editing business, who told me that they were doing tests for a company that offered student proofreading. When we had a look at their website, they were boasting that their rewriting service was able to bypass plagiarism-detecting software! Now, of course, it’s not ethical to rewrite student work – so we could see immediately that this was NOT a good company to work for. Which brings me nicely onto the next point …

(If you’re considering going into student editing / student proofreading via middlemen, it’s worth reading my Choosing a Proofreader: Student Edition article and using that to help you decide who to work with.)

Don’t do something that goes against your ethics – or the law!

Is it worth undermining your own ethics to make a bit of cash? I don’t think so, personally. One, you’re going to feel uncomfortable about what you’re doing, and two, it might come back and bite you later. I certainly wouldn’t want to work with the company I talk about in the above point, and I also wouldn’t want my name to be associated with any company I wouldn’t be proud to be associated with!

I’ve turned down jobs for companies that operate in areas I’m not personally comfortable with (someone writing a website in order to attract people in the sex industry to his professional services springs to mind), and I have certainly turned down work for SEO and linking farms, which I don’t agree with as a concept. I’ve never been asked by a company to write an essay for a client, but I know that I’d say no if I was asked. You can find articles by people who work for content farms, or write fake reviews of products for money, or write essays for people and feel they can justify it*, so it’s not black and white, but do stick with your own boundaries and don’t upset yourself by crossing them,

I have written text for marketing websites that I find to be a bit cheesy and I am not exactly hugely proud of. But they don’t tell any lies (and it was “white label” work, i.e. my name is not on it. Doesn’t mean I’d go against my ethics if my name wasn’t on something, though!).

Do go to the edge of your comfort zone; don’t cross out of it

I took on my first transcription job as a “why not?” kind of test – but I did have audio typing training, so I knew that the skills involved would be close to ones I already had (read more here about what happened next). I also once took on a job doing some audio recording for a website that needed an English accent. I didn’t really have the experience or equipment to do this, and although I did a decent job, I turned down further requests to do this kind of work. The return on investment and the professionalism of the job I was able to do didn’t match my expectations or requirements, so I ditched that idea.

So do push yourself a bit and move into new areas by all means, but don’t jump too far in one go.

Don’t do (too much) work for free

I will do a test for a company for free, but I won’t do more than one, small job for them for free. And I don’t do anything for free for a commercial company (I do do the odd bit for other start-ups or local small businesses, to help them out) nowadays.

Even if you do end up doing something “for free” for a company while you’re building your client base and establishing your reputation, make sure up front that they will supply you with a testimonial / reference with their name and company name that you can publish on your website if you do a good job for them. This does give you some sort of return for the work.

It’s also OK to do work for a ‘skills exchange’ – I wrote some marketing materials for someone who designed some graphics to use on this site. Don’t do too much of that, though, as the tax man can get quite interested in that sort of thing …

The main point is, you don’t want to end up labouring away at unpaid work and – heaven forbid- turning away paid work because you’ve got to get the project finished!

Do ask for recommendations

Hopefully you’ll have been building networks and contacts in your area of work. I have lots of colleagues who I can turn to for advice, and I have a few colleagues who are just starting out in full-time editing businesses. I’m happy to turn to them for holiday, sickness and I’m-too-busy-help cover, and I’ve also passed on some of my clients to them – as my client base has matured, I’ve had to move away from some of my clients who needed me to be able to drop everything to do work for them on a tight deadline, regularly, whereas someone starting out who might be a little less fully booked is ideal to take them on.

It’s always worth asking colleagues if they would like some holiday or sickness cover, or just establish mentoring kinds of relationships that will promote this kind of thing. Hopefully, the clients who your colleague passes to you will be decent payers and good clients (otherwise you might want to look at your choice of colleagues!) so you’re likely not to get burnt.

Do check your return on investment

When you’ve done some work for a new client, and they’ve (hopefully … eventually) paid you, then do take the time to monitor the project and check for return on investment. For example, I always think that a client who sends you several small jobs a month and always pays on time is better than one who sends you a few big jobs but always needs chasing for payment. How much time are you wasting on chasing for payment? Here’s how I tell if a client is worth working with again:

  • Were they decent and easy to deal with?
  • Did they communicate effectively with you?
  • Did they pay me on time? (the payment schedule might be a long one, but did they match it?)
  • Was the work interesting? (this can matter, although at the start and through your career, you will need to accept that sometimes it just isn’t!)
  • Am I proud to be associated with this work / client?

If you can answer yes, then they’re good at working with freelancers (see this article for more detail) and hopefully you’ve got yourself a regular client – try to keep hold of them and make sure you say thank you for their payment and express interest in working with them again.

If they …

  • Didn’t resolve any project teething problems in good time
  • Made you feel uncomfortable with what they asked you to do
  • Didn’t communicate with you and answer questions
  • Didn’t pay / paid late

… those are red flags and, even if you’re just starting out and you feel you’re desperate for clients, I’d have a good think about whether to work with them again.

Do listen to your gut feeling

On most of the occasions when I’ve had trouble with clients and have made a bad decision about working with one, I’ve found that I had a gut feeling that it wasn’t a good idea. If you get a gut feeling, by all means back it up with some of the ideas above, but do listen to it, and save yourself hassle and possibly heartbreak!

———–

When it comes down to it, we all want clients who:

  • Pay well and on time
  • Have interesting and regular work to do
  • Are likely to become regular clients

These tips and hints will hopefully help you to end up making good choices about the companies with which you work.

* Thanks to Linda Bates for alerting me to this article and this more recent one about why people work for essay writing companies. I wouldn’t do this, but it’s worth acknowledging that these things are a matter of personal preference. I do NOT recommend doing this, however!

Do share this article using the buttons below if you’ve found it interesting and useful, and do post a comment if you’ve got something to add!

More articles on careers can be found here.

Here are tips for how to turn that new customer into a regular customer.

What’s the best mix of customers to end up with?

How to make more money in your freelance business

When should I say no?

 

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Using tables in Word 1 – Menus and options

This is the first in a series of articles about Tables in Word. It covers Word 2007 and Word 2010, and will include Word 2013 in time. The following articles will cover all of the different types of table and option in detail, as well as useful features such as how to retain your table heading line on every page of your document.

Why use tables in Word?

Tables can be a very useful way to show information in an easy-to-read form, and are essential if you have a lot of data – in words or numbers – to share with your readers. There are many different ways to construct tables in Word, so this post will show you the basics, then further posts will elaborate on each method.

How do I insert tables in Word?

To put a table into a Word document, you need to choose the Insert tab and then look for the (very small) Tables section. There you will find a Tables button

1 menu

Press the Tables button and you’ll be shown a grid followed by a list of other options:

2 menu

We will now take a quick look at all of these options in turn.

Insert table

The first option gives you a grid which you can highlight to create the table you want. The squares represent the number of rows and columns you want, although on the page, the columns will fit to the width of your page and the rows will be one line deep.

Move your mouse over the grid and the table will appear on the document behind the menu:

3 grid

Let go, and there’s your table (we’ll learn about adding and deleting rows and columns in another post).

Insert table (2)

The first text option on the list below the grid is, rather confusingly, also called Insert table. But if you choose this option, you’ll find a rather more familiar and in some ways simpler menu.

4 insert table

The Insert Table menu allows you to choose the number of columns and rows by moving the up and down arrows for each. We’ll look at the other options later. For now, these choices will give you a table five columns across and two rows down when you click OK:

5 insert table

Draw table

The Draw table option allows you to hand draw the cells of your new table.

6 draw table

The Table tab will open up and Draw Table will be highlighted. You get a cursor that looks like a pencil and you have to draw each cell with that (there’s an eraser next to the draw button).

7 draw table

I personally find this really fiddly to use: you do have to play with it a bit to work out what to do with it. But I suppose it must be useful!

Convert text to table

This is particularly useful if you’ve imported text or figures from another program. Highlight your text and choose this option …

8 convert

… and you can specify whether you want the columns to separate at each comma, full stop or other character. Apparently, Mr Libro always uses this option when he creates a table, creating the text first and then the table!

Insert Excel spreadsheet

This option allows you to have a mini Excel spreadsheet, with all its normal functionality, inside your Word document:

9 spreadsheet

Note: this inserts a blank, empty spreadsheet into your document:

10 excel

Once you’ve created your data and clicked away from the spreadsheet, you will have a table made out of your spreadsheet (click on it to amend):

11 excel

If you want to insert an Excel spreadsheet that you’ve already created into your Word document, you need to choose Object from the far right-hand side of the Insert tab

Insert Quick Tables

The last option in the list will allow you to choose from a ready-made set of sample tables …

12 quick tables

As you can see, this is particularly useful if you want to print out or insert a calendar!

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This post has gone through the Table menu and the options it offers for inserting tables. In other posts, I will go into more detail about how to edit tables, add and delete rows and columns, etc. If you want to know more, subscribe to this blog (see links at the top left or add to your RSS reader) or keep your eye on the resource guide.

If you have enjoyed this post, please share the link!

Please note, these hints work with versions of Microsoft Word currently in use – Word 2007 and Word 2010, for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Find all the short cuts here

 
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Posted by on September 11, 2013 in Errors, New skills, Short cuts, Word, Writing

 

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What to do if your paragraph spacing won’t work in Word

This article tells you what to do if you think you’ve set your paragraph line spacing for the whole document but individual paragraphs refuse to behave. This is valid for Word 2007 and Word 2010, with Word 2013 to follow soon.

My spaces between paragraphs are uneven – help!

This just happened to me, which is why I’ve written up this article.

I was working on a bibliography for a client.

I set the paragraph and line spacing as I normally do: highlight the whole document, go to the Home tab, Paragraph section, and click the down arrow on the Spacing button:

1 paragraph and line space menu

This gives you the Spacing menu:

2 menu options

from which you choose your line spacing and lines after paragraphs options (I will write up a main post about this soon).

But it didn’t work!

Individual paragraphs still had no automatic spaces between then, even if I removed the line feed and pressed Enter again.

How to solve the problem of inconsistent paragraph spacing

Here’s how I did it.

I highlighted all of the text.

I right-clicked on the highlighted text and chose Paragraph from the options:

3 para

I then stayed on the Indents and Spacing tab and set my After spacing to 12pt and my line spacing to 2 (just in case). I also unticked Don’t add space between paragraphs of the same style (it was filled in with blue rather than ticked so I clicked twice to get a tick and then no tick):

highlight all

I pressed OK and the paragraphs all behaved beautifully.

I’m not entirely sure why this method works over the previous one, to be honest, but it worked for me and it was hard for me to find an easy, quick answer, so hopefully this will help a few people!

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If you have enjoyed this post or found it useful, please share the link!

Please note, these hints work with versions of Microsoft Word currently in use – Word 2007 and Word 2010, for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Find all the short cuts here

 
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Posted by on September 4, 2013 in Errors, New skills, Short cuts, Word, Writing

 

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How do I print out table headings at the top of every page in Excel?

I recently wrote about retaining your headers across multiple pages in a Word document. This post will tell you how to make your header rows (or columns) in Excel 2007 and Excel 2010 print on multiple pages when you print them out.

What is the header row in Excel?

The header row is the row in a spreadsheet that contains the headings for all of the columns in your spreadsheet. It’s usually Row 1, or maybe a few rows at the top of the spreadsheet.

(If your columns have headings in Column A instead or as well as your rows, you can use all of the stages in this post but choosing the columns option where appropriate, or both.)

1 spreadsheet

Why would I want my header rows to print out on multiple pages?

If you’ve got a complicated spreadsheet that you want to print out in a report, as a handout, or as a pdf, it’s useful to have the header row show on every page. When you’re using Excel itself, you can freeze the rows and/or columns so you can see them as you scroll down. But this doesn’t carry over to the printout.

How do I check if my header row will be printed on every page?

To check what the printout will look like, you need to change from the standard Normal view of your document (see the first image in this post) to the Page Layout view.

To do this, choose the View tab, then the Workbook Views section and press the Page Layout button. Your view will change to what the document will look like on the page (this is also where you add headers and footers to an Excel document – more on that another time)

1 view menu

If we scroll down to the second page of our document in this view, we can see that the second page just starts with the next line of the spreadsheet – not very useful if you want to be able to see the headings at the top of each page:

2 no headers

How do I make the heading row print at the top of every page?

Staying in the Print Layout view, choose the Page Layout tab and look at the Page Setup section. In the bottom right corner, you’ll find a little arrow. Click on the arrow to access the Page Setup menu:

3 page layout menu

The Page Setup menu will default to showing you the Page tab. Click on the Sheet tab at the extreme right:

4 page setup menu

At last we’re in the Sheet menu. This is where you can choose the print area, titles, gridlines, quality, etc., but what we’re interested in is Rows to repeat at top (and/or Columns to repeat at left, if you have either or both of these):

5 page setup menu sheet

Now, how do you tell Excel which row you want to print at the top of every page? I got a bit flummoxed by this at first, I have to admit. Here’s how you do it:

Make sure your cursor is in the appropriate input box – in this case I have left-clicked with the mouse in Rows to repeat at top.

Then click with the mouse on the far left of the row you want to select. Can you see the dotted line round it on the image below? That means that it’s been selected. If you just click on one row, $1-$1 will appear in the text entry box. If you highlight more than one row, it will read $1-$2, etc.

6 page setup menu sheet choose

If you want to make sure that a heading column appears on every page of your printout, make sure the cursor is in the Columns to repeat at left box and click above the column you want to choose. You can choose a row(s) and a column(s) if you want to!

Once you’ve clicked on OK, you can scroll down in Page Layout view to see the top of the second page. There are the headings, ready to print on every page! You can change back to Normal view: the instructions that you’ve given Excel here will stay the same.

7 done

We’ve learned how to make sure that your heading row (or column) prints on every page of your printout when you’re printing out your Excel 2007 or Excel 2010 document.

If you’ve enjoyed this post, please do share it using the buttons below!

Related posts:

Freezing rows and columns in Excel

How do I keep my table headings over multiple pages in a Word document?

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This is part of my series on how to avoid time-consuming “short cuts” and use Microsoft Office in the right way to maximise your time and improve the look of your documents.

Please note, these hints work with versions of Microsoft Excel currently in use – Excel 2007 and Excel 2010 for PC. Mac compatible versions of Excel should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Find all the short cuts here

 
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Posted by on August 29, 2013 in Errors, New skills, Short cuts, Word, Writing

 

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How do I keep my table headings over multiple pages in a Word document?

If you have got a table that extends over several pages in a Word document, it’s useful to be able to repeat the header row at the top of each page automatically, so that it stays there no matter what you change in the table itself. This article shows you how to do that in Word 2007 and Word 2010 (we use the same procedure for both)

Why would I want to repeat my header row on multiple pages?

If you’re presenting a table which contains fairly self-explanatory information, for example, name, surname, book title, year, then you probably don’t need to repeat the heading row, even if the table runs across more than one page. But if you think that the person who will consult the table will need to keep reminding themselves about what the different columns contain, it’s useful to add the header row at the top of each page.

Doing this automatically rather than manually inserting a new row into each page of the table ensures that however much the table changes, the header row will stay at the top of each page.

How do I repeat the header row in Word?

We’re going to use the example of a list of books I have read. Here’s the table:

1 table

Now, this is a long list, and it goes over more than one page. OK, it’s fairly self-explanatory, but I might forget what the Acquired and Read headers are.

At the moment, when the table goes onto the next page of the document, the table just carries on, with no  header rows on the second and third pages:

2 table

Please NOTE that we’re in Print Layout view on the View menu at the moment: when we repeat the headers, the repeat is only visible in Print Layout or Print Preview, both of which show you what your document will look like when it’s printed. Word defaults to Print Layout view, but check, just in case:

3 view

Select the header row of your table so that you can tell Word that this is the header row by left-clicking with your cursor to the left-hand side of that row:

4 select

Now, because you’ve got a table in your document, Word will have added the Table menu tabs to your ribbon. There are two: Layout and Design. Choose the Layout tab. Find the Repeat Header Rows button:

5 repeat header rows

Click on the Repeat Header Rows button. Like magic, if you scroll down the page, you will now see that your header row is repeated!

6 repeat header rows done

Note: if you don’t have a row selected, the Repeat Header Row button will be greyed out and you can’t press it.

Here’s the magical thing: you can of course do this manually by inserting a row at the top of each page of your table. But then, if you move the text of the table around or resize it, you risk your manual header row not being the top row of your page.

Using the automatic function means that, whatever you do to your table, the top row of a new page will always be the header row (UNLESS you force a manual page break).

Here, I’ve changed the text size to make it larger. You can see that the first entry on the second page is no longer Coleridge, but the header row is still in place:

7 repeat header rows done

How do I repeat multiple header rows in Word?

You can display multiple header rows in Word in the same way. Make sure that you highlight BOTH rows that you want to repeat, and press the Repeat Header Rows button as before:

8 repeat multiple header rows

And there you go: the first two lines of the table repeat on each page:

9 repeat multiple header rows done

How to repeat header rows in Word 2003

In Word 2003, you will need to use menus rather than the ribbon.

Highlight the header row of your table.

Select the Table menu and click Heading Rows Repeat.

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Today we’ve learned how to make the header rows repeat in a Word document. This is part of a series on Tables which I’ll be writing and publishing over the next few weeks.

Related posts:

Tables 1 – how to create a table

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Find all the short cuts here

 
61 Comments

Posted by on August 21, 2013 in Errors, New skills, Short cuts, Word, Writing

 

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