How to Add the Filename to the Header in Excel 2013: A Step-by-Step Guide

Adding a filename to the header in Excel 2013 is a simple task that can be accomplished in a few steps. First, open the Excel workbook in which you want to add the filename. Next, go to the ‘Insert’ tab and click on ‘Header & Footer’. In the ‘Header & Footer’ elements section, choose ‘Filename’. This will add the filename to the header of your Excel sheet.

After you complete this action, the filename will appear at the top of every printed page of your workbook. This is particularly useful when printing out multiple Excel sheets, as it helps to keep track of the document’s name and ensure you’re working with the correct file.

Introduction

Excel 2013 is a powerful tool for managing and analyzing data, but its usefulness extends beyond number-crunching. One of the lesser-known yet highly practical features is the ability to add the filename to the header of your Excel sheets. Whether you’re a student, a business professional, or just someone who loves being organized, knowing how to add the filename to the header can be a game-changer.

Imagine printing out a hefty Excel workbook only to realize you’ve mixed up the sheets. Frustrating, right? By embedding the filename in the header, you can avoid such mix-ups and ensure that each printed page is easily identifiable. It’s also a mark of professionalism, as it shows attention to detail and a commitment to clarity in your documents.

So, let’s dive into the step-by-step tutorial on how to add the filename to the header in Excel 2013 and explore the benefits and potential drawbacks of using this feature.

Step by Step Tutorial on Adding the Filename to the Header in Excel 2013

Before we get into the nitty-gritty, it’s important to understand what we’re aiming to achieve here. Adding the filename to the header makes your Excel document easier to identify, especially when printed. It’s a simple yet effective way to keep your work organized.

Step 1: Open Your Excel Workbook

Open the Excel workbook where you want to add the filename in the header.

Once you open your workbook, make sure you’re on the sheet where you want to add the filename. You can repeat this process for multiple sheets if needed.

Step 2: Navigate to the ‘Insert’ Tab

Click on the ‘Insert’ tab in the Excel ribbon.

The ‘Insert’ tab is where you can add various elements to your Excel sheet, including charts, tables, and, of course, headers and footers.

Step 3: Click on ‘Header & Footer’

In the ‘Insert’ tab, select the ‘Header & Footer’ option.

This will switch your Excel sheet to ‘Page Layout’ view, which is necessary to edit headers and footers.

Step 4: Choose ‘Filename’ from the ‘Header & Footer Elements’

In the design tab that appears, click on ‘Filename’ under the ‘Header & Footer Elements’ section.

When you click ‘Filename’, Excel will automatically insert the workbook’s name into the header. You can also choose to add the file path by selecting ‘File Path’ if you want a more detailed header.

Pros

Benefit	Explanation
Easy Identification	Adding the filename to the header helps in identifying sheets easily, especially when handling multiple documents or when they are part of a larger report.
Professional Look	It gives your document a professional appearance, as it shows attention to detail and a structured approach to document management.
Time-Saving	It can save time when searching for the right document among several printed pages, as you can quickly glance at the header for confirmation.

Cons

Drawback	Explanation
Takes Up Space	The filename in the header can take up valuable space that could be used for other header information or could make the header look cluttered.
Privacy Concerns	If the document is shared or printed, having the filename (and potentially the file path) in the header could expose sensitive information.
Printing Issues	The filename may not always print as expected, depending on the printer settings and the length of the filename.

Additional Information

While adding the filename to the header in Excel 2013 is straightforward, there are a few additional tips and insights you should consider. For instance, you can customize the way the filename appears in the header by adding additional text or formatting it to match the style of your document.

What if you update the filename after adding it to the header? Excel is smart enough to update the header automatically to reflect the new filename, which ensures consistency without extra work on your part.

Also, consider the privacy of your document. If the filename or file path contains sensitive information, you might want to reconsider adding it to the header or opt for a generic name that doesn’t reveal too much.

Summary

1. Open your Excel workbook.
2. Click on the ‘Insert’ tab.
3. Select ‘Header & Footer’.
4. Click on ‘Filename’ under ‘Header & Footer Elements’.

Frequently Asked Questions

What if I change the filename after I’ve added it to the header?

Excel will automatically update the header with the new filename when you save the workbook.

Can I add the file path as well as the filename?

Yes, you have the option to include the file path by selecting ‘File Path’ in the ‘Header & Footer Elements’.

Will the filename in the header also appear in Excel’s ‘Normal’ view?

No, the filename will only be visible in ‘Page Layout’ view and on the printed document.

Can I format the filename in the header?

Absolutely! You can apply various text formatting options to the filename, such as changing the font, size, and style.

What if the filename is too long for the header?

You can manually edit the header to abbreviate the filename or adjust the margins and header size to accommodate it.

Conclusion

Learning how to add the filename to the header in Excel 2013 is more than just a neat trick; it’s about mastering document management and presenting your work professionally. Whether you’re dealing with numerous workbooks or preparing a report for print, this feature keeps you organized and in control.

Remember, the devil is in the details, and something as simple as a filename in the header can make a significant difference. So, give it a try, and see how it transforms your Excel experience.