How to Add Headers and Footers to My Budget Documents?

This tutorial will talk you through the following:

  • Creating header and footer documents
  • Adding footers to budget document
  • Adding headers to budget document
  • Adding blank footers to a document
  • Mixing different headers and footers in one document
  • Using different budget.book files to create diverse sets of final budget documents

Budget documents usually consist of multiple sections that have different types of information narratives; reports, cover pages, exhibits, pictures and other figures. Different parts might require slightly different headers and footers. Some sections might require no footers at all; such as the cover page.

 

Let's get started

Save the "Step 2" example to your local hard drive. In our case we have used "S:\" disk 

 
Figure 1 

You will notice that Step 2 example has a few new files:

 

File

Description

Budget Summary.docx

 Budget summary article

Footer - Blank.docx

 Blank footer template

Footer - City of Dallas.docx

 Footer template that has City of Dallas contact information

Footer - Page Numbers.docx

 Footer that has page numbers

Header - Blank.docx

 Blank header template

Header - Page Numbers.docx

 Header template with page numbers

Step2a.book, Step2b.book and Step2c.book

 Budget book examples

 

In the budget.book document you might specify different headers and footers for each unique section. For instance: 

    <Section  Name="City of Dallas City Council"
              NodePath="City of Dallas City Council.docx"
              PageBreakAfter="True" 
              HeaderPath ="Header - Blank.docx"
              FooterPath="Footer - Blank.docx"/>

Header and footer templates are MS Word documents that have an example of a footer or a header or both. The Budget In Brief application will check the FooterPath and HeaderPath attributes to determine what template to use for a given Section.

As you have seen in the table above we have created a few different footer and header template documents.

 

Step2a.book

Launch Budget In Brief application, check Step 1 Tutorial. In our example we are using "C:\Tools\BudgetInBrief" folder. Launch Budget In Brief application by clicking on BudgetInBrief.exe file.

When application will load select project folder "S:\Step2", then select budget book file "S:\Step2\Step2a.book".

Note that Output folder is set to "S:\Step2\Draft" this is where you will find generated documents.

  

 
Figure 2  

Click "Create Document" button. 

When process finishes, you will see link to a folder where "City of Dallas Texas Budget In Brief.docs" is located. Notice that "S:\Step2\Draft" folder has been created automatically.


 Figure 3

Open "City of Dallas Texas Budget In Brief.docs" word document.


Figure 4

You will find that each page now has a page number in the footer.

When you will look at the budget book "Step2a.book" you will find out that every section has a FooterPath set to use the "Footer - Page Numbers.docx" footer template

<Book Name="City of Dallas Texas Budget In Brief" Value="" Version="1.0">
  <Section Name="Main Document Section" 
           TopMargin="1" BottomMargin="1" RightMargin="1" LeftMargin="1">
    <Section  Name="City of Dallas City Council"
              NodePath="City of Dallas City Council.docx"
              PageBreakAfter="True"
              FooterPath="Footer - Page Numbers.docx"/>
    <Section  Name="City Manager Letter"
              NodePath="City Manager Letter.docx"
              PageBreakAfter="True" 
              FooterPath="Footer - Page Numbers.docx" />
    <Section  Name="Organization of the Total Budget"
              NodePath="Organization of the Total Budget.docx"
              PageBreakAfter="True"
              FooterPath="Footer - Page Numbers.docx" />
    <Section  Name="Budget Summary"
              NodePath="Budget Summary.docx"
              PageBreakAfter="True"
              FooterPath="Footer - Page Numbers.docx" />
  </Section>
</Book>

If you open "Footer - Page Numbers.docx" document, you will find a very simple file with the footer

 

 

  
Figure 5 

If you double click on the footer, you will find that it only has a Page Number field there.



Figure 6

Let's move to the next budget.book file in our tutorial.

 

Step2b.book

Change budget book file parameter to use "S:\Step 2\Step2b.book" budget.book file and click Create Document button.

 

 


Figure 7

You will find multiple files in the Draft folder including a backup of the prior version of the "City of Dallas Texas Budget In Brief.docx" document

 

 


Figure 8

Open the "City of Dallas Texas Budget In Brief.docx" file and check that the page number is now located in the header of the document

 



Figure 9

Now, let's look at the "S:\Step2\Step2b.book" file. As you can see, below each section there is the HeaderPath attribute set to use "Header - Page Numbers.docx" header template.

<Book Name="City of Dallas Texas Budget In Brief" Value="" Version="1.0">
  <Section Name="Main Document Section" 
           TopMargin="1" BottomMargin="1" RightMargin="1" LeftMargin="1">
    <Section  Name="City of Dallas City Council"
              NodePath="City of Dallas City Council.docx"
              PageBreakAfter="True"
              HeaderPath="Header - Page Numbers.docx"/>
    <Section  Name="City Manager Letter"
              NodePath="City Manager Letter.docx"
              PageBreakAfter="True"
              HeaderPath="Header - Page Numbers.docx" />
    <Section  Name="Organization of the Total Budget"
              NodePath="Organization of the Total Budget.docx"
              PageBreakAfter="True"
              HeaderPath="Header - Page Numbers.docx" />
    <Section  Name="Budget Summary"
              NodePath="Budget Summary.docx"
              PageBreakAfter="True"
              HeaderPath="Header - Page Numbers.docx" />
  </Section>
</Book>

When you open the "Header - Page Numbers.docx" header template document you will find just a simple document with the header that shows page numbers

 

 


Figure 10

 


Figure 11

Let's mix headers and footers in our next example.

 

Step2c.book

Change the budget book file parameter to use "S:\Step 2\Step2c.book" budget.book file and click Create Document button.

Figure 12

You will find multiple files in the Draft folder, including a backup of the prior versions of the "City of Dallas Texas Budget In Brief.docx" document.


Figure 13

Open "City of Dallas Texas Budget In Brief.docx" file and you will see that the first page does not have any footers or headers. And the second page, now has a page number in the footer only.


Figure 14

The third page has no header, only a page number in the footer. All of the following pages have page numbers in the header and footer, and include contact information.


Figure 15

Below is the Step2c.book file, as you can see the first section has the HeaderPath attribute set to "Header - Blank.docx" and FooterPath attribute set to "Footer - Blank.docx", blank header and footer templates. The City Manager Letter section uses "Footer - Page Numbers.docx" template for the FooterPath attribute and the other sections specify HeaderPath attributes with page numbers "Header - Page Numbers.docx" template and FooterPath attribute "Footer - City of Dallas.docx" with footer template that has contact information.

<Book Name="City of Dallas Texas Budget In Brief" Value="" Version="1.0">
  <Section Name="Main Document Section" 
           TopMargin="1" BottomMargin="1" RightMargin="1" LeftMargin="1">
    <Section  Name="City of Dallas City Council"
              NodePath="City of Dallas City Council.docx"
              PageBreakAfter="True" 
              HeaderPath="Header - Blank.docx"
              FooterPath="Footer - Blank.docx"/>
    <Section  Name="City Manager Letter"
              NodePath="City Manager Letter.docx"
              PageBreakAfter="True" 
              FooterPath="Footer - Page Numbers.docx" />
    <Section  Name="Organization of the Total Budget"
              NodePath="Organization of the Total Budget.docx"
              PageBreakAfter="True"
              HeaderPath="Header - Page Numbers.docx" 
              FooterPath="Footer - City of Dallas.docx" />
    <Section  Name="Budget Summary"
              NodePath="Budget Summary.docx"
              PageBreakAfter="True"
              HeaderPath="Header - Page Numbers.docx" 
              FooterPath="Footer - City of Dallas.docx" />
  </Section>
</Book>

 

When you open either the "Footer - Blank.docx" or "Header - Blank.docx" template documents you will find just a simple blank document without any headers or footers.


Figure 16

The "Footer - City of Dallas.docx" footer template will have an empty header and a footer, with a table filled up with information.


Figure 17

 


Figure 18

 

Conclusion 

As you can see, creating header and footer documents is very easy; adding footers or headers to a budget document could be done by specifying HeaderPath and FooterPath Section attributes; Blank footer and header templates are just a blank word documents, but they are very handy when you specifically do not want to show footers or headers; You can mix any number of different headers and footers in one document. And what is most important, when using different budget.book files, is that you can create very diverse sets of final budget documents with a click of a button.

There is no limit on how many budget.book documents you can have.

 

Thank you again 

Big thank you to the City of Dallas Texas! You can find the original City of Dallas Texas - 2003 Budget In Brief document in the Originals folder, in our case it is "S:\Step 1\Originals". You may also visit City of Dallas budget page at this URL: http://www.dallascityhall.com/Budget/adopted_0203.html


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