Lesson Plan: Module 8, Lesson 2

Overview
In this lesson, you will lead a discussion about the kind of information you can add into a
header or footer. The second activity will be a “switch” for students to practice editing
headers and footers.

Objectives
Topic objectives MOS exam objectives
Add headers and footers in a worksheet.  1.3.3

Edit headers and footers in a worksheet.  1.3.3

Table 1: Topic objectives mapped to Microsoft Office Specialist (MOS) exam objectives

Preparation
Before presenting this lesson, you should review the Teaching Guide and Student Guide.
You should be familiar with adding and editing headers and footers. Review the reading
links in the Student Guide and Teaching Guide.
As you lead the lesson, direct the students to follow along in the Student Guide
document through each topic and its associated learning experiences such as the warm-
ups, activities, try-its, and the wrap-ups.

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Resources
Student Guide Student_guide_M8.docx
Teaching Guide Teaching_guide_M8.docx
Lesson presentation Presentation_M8_L2.pptx
Warm-up None
Topic 1: Activity  L2_T1_act_summary.xlsx
Topic 1: Try-it  L2_T1_try1_summary_starter.xlsx
 L2_T1_try2_summary_starter.xlsx
Topic 1: Try-it solutions  L2_T1_try1_summary_solution.xlsx
 L2_T1_try2_summary_solution.xlsx
Topic 2: Activity  L2_T2_act_summary.xlsx
Topic 2: Activity Solution  L2_T2_act_summary_solution.xlsx
Topic 2: Try-it  L2_T2_try2_summary_starter.xlsx
 L2_T2_try1_summary_starter.xlsx
Topic 2: Try-it solutions  L2_T2_try1_summary_solution.xlsx
 L2_T2_try2_summary_solution.xlsx
Wrap-up None
Table 2: Resources for this lesson

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Presenting the lesson

Lesson activity and Presentation guidance
timing
Warm-up For warm-up, students will challenge each other to find
8 minutes any specific command that can be used to set the print or
page settings. After a few minutes, let students know
that they’ll be learning about adding and editing headers
and footers into a worksheet. Then, ask students to
answer the Warm-up questions in their Student Guide if
time permits. If time permits, you can try to clear any
questions that have not been resolved in the “mud
puddle”.
Topic 1: Activity In this activity, you will open a discussion about adding
8 minutes extra information to the header or footer to help anyone
understand what the data in a workbook is about.
Topic 1: Try-it 1 and 2 Use students’ responses and performance in the warm-up
6 minutes and discussion activity to help them decide which level of
the try-it activity they will attempt to add information into
the header/footer.
Topic 2: Activity In this activity, students will make a change to the
7 minutes header or footer on their own device and then move to
the next device when you call “switch” to make a change
on that device. (An accessible alternative has been
included in the TG.)
Topic 2: Try-it 1 and 2 Use students’ responses and performance in the warm-up
5 minutes and the activity to help them decide which level of the
try-it activity they will attempt to edit the header/footer.
Wrap-up Ask students to create a 3-column list labelled K, W, and
6 minutes L. In the K column, they should write what they know
about the day’s topic. In the W column, they should write
what they wonder about the topic. In the L column, they
should write what they need to learn to be proficient in
the topic. If time allows, ask the students to answer the
Wrap-up questions in their Student Guide. Consider
reviewing the answers as a class using the PPT slide.
Collect the K-W-L responses as students leave the
classroom.
Table 3: Presenting the lesson

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Warm-up questions
1. Which of the following statements is true?
Select the correct option.
a. You normally enter a workbook header into the first row of a worksheet.
b. Normal view hides a workbook header from display. (correct answer)

c. You can observe a workbook header by selecting File, and then Print.
(correct answer)
d. A workbook header appears on screen when you are working in Page Break
Preview.
2. Which of the following methods can you use to access the footer in a worksheet?
Select all that apply.
a. Select Header & Footer on the Insert tab. (correct answer)

b. Select File > Print > Page Setup. (correct answer)

c. Select the dialog launcher in the Scale to Fit group on the Page Layout
tab. (correct answer)
d. Select the dialog launcher in the Sheet Options group on the Page Layout
tab. (correct answer)
3. There are three sections in the header, ________________, center and
___________________
Fill in the blank spaces.
(Correct answer: left and right)
4. The Header & Footer command can be found in the _________________ group on the
Insert tab.
Fill in the blank space.
(Correct answer: Text)

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Wrap-up questions
1. When you insert a page number field into a workbook, how is the code for the field
displayed?
Select the correct option.
a. & [Pages]
b. &[Pages]
c. & [Page]
d. &[Page] (correct answer)

2. Which tab in the Page Setup dialog box can you use to change the page orientation?
Select the correct option.
a. Sheet
b. Headers & Footers
c. Margins
d. Page (correct answer)

3. Which workbook view can you use to display the headers or footers while you are
editing a worksheet?
Select the correct option.
a. Normal
b. Page Break Preview
c. Page Layout (correct answer)

d. Custom Views
4. The Page Setup dialog box contains four tabs. From left to right, what is the order of
the tabs?
Indicate the correct sequence by adding numbers 1–4 next to the following items.
a. Headers/Footer - 3
b. Page - 1
c. Sheet - 4
d. Margins - 2

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Lesson step-by-step instructions

Topic 1: Add headers and footers, Activity
1. Open L2_T1_act_summary.xlsx.
2. Select Header & Footer from the Text group on the Insert tab.
3. Enter Munson’s Pickles and Preserves Farm into the center section of the header.
4. Select Go to Footer in the Navigation group on the Header & Footer Tools
Design tab, to switch to the footer areas.
5. Select the left section of the footer, select Page Number from the Header & Footer
Elements group on the Header & Footer Tools Design tab and enter of and select
Number of Pages.
6. Select the right section and similarly to step 5, select Current Date from the Header
& Footer Elements group on the Header & Footer Tools Design tab.
7. Point out that when you switch out of the section into another section, the field code
displays what the content will be when printed.
8. Select the center section next, and similarly to step 5, and select File Path from the
Header & Footer Elements group on the Header & Footer Tools Design tab.
9. Select any cell outside of the footer or header area and select Normal view next to
the Zoom slider bar.
10. Access the Page Setup dialog box via File > Print (or any other method) and
select the Header/Footer tab.
11. Select Custom Header.
12. Select the text in the center section and select the Format Text button.
13. Apply any formatting from the Font dialog box.
14. Select OK thrice to close the dialog box.

Topic 1: Add headers or footers, Try-it 1

1. Open L2_T1_try1_summary_starter.xlsx.
2. Switch to the Summary worksheet and select Header & Footer in the Text group
on the Insert tab.
3. Select the center section and enter Sales this year.
4. Select Go to Footer on the Header & Footer Tools Design tab, from the
Navigation group and select the right section.
5. Select Current date from the Header & Footer Elements group.
6. Select any cell outside of the footer and select Normal view from the status bar.

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7. Select File > Save As and rename the workbook to add your initials.
8. Select Browse to specify the location you want to save your file and select Save.

Topic 1: Add headers and footers, Try-it 2

1. Open L2_T1_try2_summary_starter.xlsx.
2. Select the All Year sheet.
3. Use any method to access the Page Setup dialog box.
4. Select the Header/Footer tab, and then select Custom Footer.
5. Select the left section and select Insert Page Number.
6. Select the right section and select Insert File Path.
7. Select OK.
8. Select Custom Header and select the center section.
9. Enter Munson’s Pickles and Preserves Farm.
10. Select OK twice.
11. Switch to the Summary worksheet and access the Page Setup dialog box again.
12. Select the Header/Footer tab, select Custom Header, select the right section
and select Insert Picture.
13. Select From a file and locate the Munsons_logo_banner_large_illustration.png
file from the Media folder and select Insert.
14. Select OK twice to close the dialog box.
15. Select File > Save As and rename the workbook to add your initials.
16. Select Browse to specify the location you want to save your file and select Save.

Topic 2: Edit headers or footers, Activity

1. Open L2_T2_act_summary.xlsx.
2. Select File > Print and scroll through the pages in the worksheet to examine the
data.
 The header has a logo and text that repeats the company name.
 The page numbers are squashed together, and the center and right sections of the
footer are overlapping.
3. Select Page Setup and select the Header/Footer tab.
4. Select Custom Header.
5. Choose to delete either the text in the center or the image in the left section.
6. Optional to switch the logo from the left into the center or right section instead.
7. Select OK to save the edits.

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8. Select Custom Footer.

9. Add a space in front of the word of and after it.
10. Switch the contents of the center section with the contents in the right section—
use Ctrl+X and Ctrl+V or delete and reenter the fields.
11. Select OK twice to close the dialog boxes.
12. At any time, you can review the changes made to the worksheet by closing the
dialog box and open Page setup again to make further changes.

Topic 2: Edit headers or footers, Try-it 1

1. Open L2_T2_try1_summary_starter.xlsx.
2. Select the Summary worksheet and then select the Page Layout button on the
status bar.
3. Place your cursor in the central cell, with the text, Add header.
4. Enter Sales this Year as the header and then double click this header text for the
Mini Toolbar.
5. Use the Mini Toolbar to apply size 11 font.
6. Select File > Save As and rename the workbook to add your initials.
7. Select Browse to specify the location you want to save your file in and select Save.

Topic 2: Edit headers or footers, Try-it 2

1. Open L2_T2_try2_summary_starter.xlsx.
2. Select File > Print > Page Setup and select the Header/Footer tab.
3. Select Custom Header and then delete the field (or Ctrl+X) in the center section.
4. Select the right section and select Insert Picture or Ctrl+V, and then select OK.
5. When prompted, locate Munsons_logo_banner_large_illustration.png to insert it.
6. Select Custom Footer.
7. Select the data in the center section and select Ctrl+X.
8. Select the right section and select Ctrl+V.
9. After the last ] enter of and select Insert Number of Pages.
10. Select all the data in the right section and select Format Text.
11. Select Regular and size 10 from the Format Cells dialog box.
12. Select OK to close the dialog box.
13. Repeat for the text in the left section.
14. Select OK twice to close the Page Setup dialog box.
15. Select File > Save As and rename the workbook to add your initials.
16. Select Browse to specify the location you want to save your file in and select
Save.