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Dynamic Data Workflow in InDesign CS2 and CS3
In order for the table to not have to be re-formatted after every update to the Excel file, styles for each element (i.e. table's header cell, table's body cell, etc.) have to be created in the correct sequence. This ensures that as each level of style is created it inherits the style from the level of style before it. The levels style have to be defined in the following order: character style=> paragraph style (which includes character styles )=> cell style (which includes paragraph style)=> table style (which includes cell styles).
| Step 1Create New DocumentStart by creating a new document (File>New>Document) or |
Step 2 Build and Format Table An easy way to build a style is to format a table first. This tablewill only be used to set the styles. It will be deleted once the styles have been built. Build a table with the same number of rows and columns as the Excel file to be imported; in this example there are four columns, one header row and five body rows. Enter the table dimensions and number of header rows. Select OK. | |
With your text tool inside one of the table's cell start to format the table by selecting Table=>Table Options=>Table Setup. In the Table Setup tab change the Table Border Weight to 0pt. | |
Select the Column Strokes tab and click Custom Column from the Alternating Pattern drop-down menu. Change the First Alternating Columns number of columns to 1 and change the color of the Column Stroke. Change the Next Alternating Columns number of columns to 0. | |
Select the Fills tab and click Every Other Row from the Alternating Pattern drop-down menu. Change the color in the First Alternating Rows and select 1 for the Skip First Rows option. Select OK. | |
Format the table header background by highlighting the entire table header and selecting Table=>Cell Options=>Strokes and Fills. In the Cell Stroke section change Weight to 0pt. In the Cell Fill change the background color. Select OK. | |
Format some placeholder text for the table header, table cell header, and the table cell body. | |
Step 3Build Character StylesBuild three character styles and save them: one for the Table Header, one for the Cell Header and finally one for the Cell Body. With the text tool, select the header text and select New Character Style from the Character Style Panel's fly-out menu. Under the General settings enter "Table Header" for the Style Name. Select OK. Repeat the process for both the Cell Header text and the Cell Body Text. | |
Step 4Build Paragraph StylesParagraph Styles not only format the paragraph attributes but they also use With the text tool, select the header text and select New Paragraph Style from the Paragraph Style Panel's fly-out menu. Build two paragraph styles and save them: one for the header row (Table Header) and one for the cell header (Table Cell Header). Select OK. | |
Step 5Build Nested Paragraph StyleWith the text tool select the Cell Body text and create a new Paragraph Style. Name this Style "Table Cell Body" and select the "Drop Caps and Nested Styles" section. | |
Select the "New Nested Style" button. In the drop-down menu under the Nested Styles section, scroll down and select "Table Cell Header" for the style. Change the frequency drop-down menu to "up to". Change number to "1". Change end of style drop-down menu to "Forced Line Break". | |
Select the "New Nested Style" button a second time. In the drop-down menu under the Nested Styles section, scroll down and select "Table Cell Body" for the style. Change the frequency drop-down menu to "through". Change number to "2". Change end of style drop-down menu to "Forced Line Break". | |
Select the "New Nested Style" button a third time and final time. In the drop-down menu under the Nested Styles section, scroll down and select "Table Cell Header" for the style. Change the frequency drop-down menu to "through". Change number to "1". Change end of style drop-down menu to "Forced Line Break". Select OK. | |
Step 6Build Cell StylesCell styles not only format the cell attributes but they also use Select the table cell that has the Table Header text with the text tool and then select New Cell Style from the Cell Style panel's fly-out menu. Build two cell styles and save them: one for header cells (Table Header) and one for our cell header (Table Cell Header). In the New Cell Style dialog box for the Cell Style Table Header, enter Table Header for the Style Name and under the Paragraph Styles section's drop-down menu select Table Header. | |
Select the Text section of the Cell Style Options dialog box. Make adjustments to the Cell Inserts section to set the padding between cells. Select Align Center from the Vertical Justification drop-down menu. | |
Select the Strokes and Fills tab. In the Cell Stroke section, change the Cell Stroke Weight to 0pt. In the Cell Fill section, change the Cell Fill color to the Table Header background color. Select OK. | |
Repeat the step above for the Cell Body Cell Style. Select the table cell that has the Table Cell Body text with the text tool and then select New Cell Style from Paragraph Styles section's drop-down menu select Table Cell Body. | |
Step 7Build the Table StyleTable styles not only format the table attributes but they also use cell styles to format the text (which uses paragraph styles to format the text). Select In | |
Under the Cell Styles section's Body Rows' drop-down menu select Cell Body. | |
Select the Column Strokes and the Strokes and Fills sections and verify that the formatting was picked up from the formatting done to the initial table. | |
Step 8 Delete TableNow that all of the Styles have been built, the table can be deleted. | |
Step 9Bring Excel Spreadsheet Into InDesignCreate a text box in Indesign to receive the Excel spreadsheet. Make sure that Show Import Options is checked. Navigate to the the Test.xls file and select open. | |
In the Import Options dialog box that appears, select the appropriate worksshet from the Options Sheet drop-down menu. The Cell Range bt default selects all cells with data. Under the Formatting section, select Unformatted Table from the Table drop-down menu. Select Basic Brown from the Table Style Menu. Select OK. | |
This is the resulting table. Notice that the Table Header has picked up the Cell Body style, but the cell with the multiple line breaks have been formated correctly. | |
Step 10Final Format of TableThe reason the Table Header has picked up the Cell Body's style is in the Table Style Options. Under the General section's Cell Styles there are two options on the right for the Left Column and Right Column Cell Styles. Unfortuantely there is only one work around. But once it's done, updates to the Excel file will not cause the formatting to revert. That's because by fixing the Table Header formatting with a cell style, updates will not break the link to that cell style. | |
With the Text Tool select the Table Header row and from the Cell Style panel select the Table Header style. | |
With the text tool, edit the column widths of the table to fit the layout. | |
Once adjusted, right-click on the table and select Fitting=> Fit Frame to Content. |
Updating Excel Spreadsheet Data in an InDesign Table Note: This example uses the following files: Test.xls
& Test.indd. Also, the Excel file has line breaks (ALT-enter) that
have been enter into cells with more than one paragraph in them.
You can update the data in the InDesign table any of four ways:
- edit the Test.xls file and save changes (This is the method that will be demonstrated below).
- save a new spreasheet with the name Test.xls over the old file.
- select the
Test.xls link in the Links panel and select the relink button to relink
to another file altogether. - edit the table directly in the InDesign table.*
*The main cavet of
this method is that if the Test.xls is ever updated, or relinked, the
edits made directly in the InDesign table will be lost. This also
defeats the purpose of building all the styles.
Step 11Updating Excel FileMake some updates to the Test.xls file, Save and close the Excel Spreadsheet. | |
Back in InDesign, the links panel shows that the Excel file has been edited and needs updating. Select the Update Link button at the botton of the panel; second from the right. | |
The following warning may come up, but since all of the table formatting was done with Table and Cell Styles it doesn't matter; select yes. | |
The data in the table has been updated just like the Excel file. |
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