Graphics Over Placeholders – Best Practices

Back at the dawn of time, when PowerPoint was first being programmed, a fateful and incorrect decision was made. Placeholder content would always appear in front of static content, regardless of how placeholders and other content were stacked on the layout. This has led to countless bald designers, from them tearing out their hair because there’s no way to place static graphics over placeholders. Here are 5 ways to work around this problem.


The Locked Graphics Graphics Over Placeholders Workaround

One way to circumvent this design flaw is to create a placeholder on the layout as usual. Then create a sample slide from it. Place the logo over the photo and lock its position in the XML. Here’s my article on how to do that: OOXML Hacking: Locking Graphics. This allows the user to replace the placeholder content while keeping the logo in front.

The disadvantage is that you can’t create a new slide from the layout. Instead, the user must copy and paste the sample slide to create another one.


The Background Picture Fill Workaround

If you’re trying to create replaceable background photos, there’s another method. Don’t place a picture placeholder on the layout. Instead, just place the graphic there. In use, the user right-clicks on the background and chooses Format Background. On the Format Background task pane, choose Picture or texture fill, then click on the File button and choose the background photo. The logo will stay on top.

The disadvantage to this technique is you have to include instructions to the end user, who may never have used a picture fill previously. My thanks to Jaakko Tuomivaara of Supergroup Studios in the UK for this tip.


Graphics Over Placeholders: The Placeholder Picture Fill Workaround

This works with any size photo, it doesn’t have to be full-frame like the previous hack. No copy and paste, no instructions required. I heard about this one from Joshua Finto (Make It So Studio in Austin, TX).

On the layout, insert a picture placeholder to hold the photo. Then add another placeholder on top, sized to exactly the same size as the logo. I use Online Image placeholders because they are rarely used, using a common placeholder type risks content being placed in it if you change layout types. Remove bullets, if there are any, and type a space character so no placeholder text appears.

In the Format Picture task pane, click on Picture or texture fill, then on the File button and fill the placeholder with the logo. Create a slide, place a photo and voila! The logo appears over top of the photo! After creating this, it’s wise to lock the placeholder in XML on that layout, to prevent distortion by the user playing with it. OOXML Hacking: Locking Graphics. EMF, SVG and transparent PNGs are all good logo formats for this application.


The Holey Placeholder (Windows)

For simple graphics, or logos contained in a simple shape like a circle or square, create a logo-shaped hole in the placeholder. Here’s how to do this in Windows:

  1. On the layout, create the picture placeholder.
  2. Insert the logo as an EMF vector file, then ungroup it twice, confirming with PowerPoint that you want to do this. This changes it from a placed picture to a set of vectors embedded on the layout.
  3. With the logo parts selected, hold the Shift key and click on the placeholder.
  4. Choose Drawing Tools Format>Merge Shapes>Subtract.
  5. Fill the background, or a shape placed behind the logo hole, with the logo color.

The Holey Placeholder (macOS)

If the logo is in a rectangle or circle, use this method in macOS. (It will work in Windows as well.) Place the logo over the placeholder, then draw a PowerPoint shape exactly the same size as the logo, placed over the logo precisely. Select the shape and the placeholder, then use Shape Format>Merge Shapes>Fragment, then delete the shape to reveal the logo-sized hole in the placeholder. For some reason, Merge Shapes>Subtract works differently on a Mac, deleting both the shape and the placeholder, but Fragment still get the job done. Thanks to Ute Simon for suggesting this method in the comments.

A variation on this that can be more detailed is to place a copy of the logo above the placeholder. Then, shape-by-shape, use the logo over the placeholder with the Combine variant of Merge Shapes to knock holes in the placeholder. Then add colored shapes below the placeholder to “fill” the holes. If you have compound shapes (like the letter O or A), you’ll have to release the compound shapes, then connect the inner shape with the outer one. Here’s what the end result looks like in Illustrator.

Outside line connected to inside to simulate a compound shape
Modifying compound shapes to place graphics over placeholders

Graphics Over Placeholders: The ActiveX Hack

I’m including this for completeness, but it’s the least desirable workaround, as it only can be created in PowerPoint for Windows.

  1. Choose View>Slide Master and choose the master or the layout to which you want to add a graphic.
  2. On the Developer tab, choose the Image control from the Controls group.
  3. Click on the Enable ActiveX button when the Microsoft warning appears.
  4. Draw the Image control to the size and postion the graphic will be.
  5. Right-click on the control and choose Property Sheet.
  6. Set the PictureSizeMode property to 3 – fmPictureSizeModeZoom.
  7. Beside the Picture property, click on None, then click on the three-dot button that appears.
  8. Select the graphic. The primary format choices are EMF, WMF, JPG, GIF and BMP. You cannot use a PNG file.

This process will fill the control with the chosen graphic, and the control will float above a placeholder in Slideshow mode.

There are several down-sides to this method:

  • If the graphic doesn’t fill the rectangle of the control, a light gray background will display in the unfilled area in PowerPoint for Windows
  • In PowerPoint for Mac, an ActiveX warning pops up every time you open the deck.
  • The graphics still fall behind the placeholders in Edit (Normal) mode. They only pop to the front in Slideshow mode.
  • In PowerPoint for Mac and PowerPoint for the web, some opaque white EMF shapes become transparent.

Thanks to my readers who have added some useful suggestions!

PowerPoint Font Embedding – Best Practices

Font embedding in PowerPoint is great, when it works. But macOS users can have mysterious problems that are hard to diagnose and even harder to fix. This article sorts out the most common PowerPoint for Mac font embedding issues and how to prevent them.


Some of Your Fonts Cannot Be Saved

The client has asked that the presentation be saved with the corporate fonts, to make distribution easier. On your Mac, you choose PowerPoint>Preferences>Save and check the Embed fonts in the file option, along with the Embed all characters sub-option, so the deck can be edited. Then you choose File>Save As to get the fonts embedded. But when you click the Save button, you get a dialog that reads: Some of your fonts cannot be saved with the presentation. Save the presentation anyway?

PowerPoint font embedding problem

First, trying fixing this with PowerPoint’s Edit>Find>Replace Fonts utility. If that works, you’re good to go. But if it doesn’t, you’re probably dealing with a bullet font problem.

When you create a custom bullet in PowerPoint for Mac, PowerPoint uses the macOS Emojis & Symbols utility for picking the bullet. But the Emojis & Symbols dialog doesn’t immediately tell you which font is being used. You have to click on a sample in the Font Variation area to check the typeface. If you don’t choose a font variation, the Emojis dialog will give you a symbol from one the system fonts.


System Font Regular Can’t Be Embedded

When you first try to enter a custom bullet, the Emojis & Symbols dialog appears in condensed form:

Condensed Emoji & Symbols dialog

It’s nearly impossible to insert an embeddable bullet from this dialog, as only macOS system fonts are displayed. Instead, click on the expander icon in the upper right corner (circled in red) to view the large form of the dialog:

Emojis & Symbols large dialog

A bullet is selected, and the preview in the upper right corner is labelled BULLET. When the font name is not displaying here, you are inserting a non-embeddable bullet from an Apple system font. Saving the file displays this dialog:

Incompatible format for PowerPoint font embedding
System Font Regular isn’t an actual font. It’s a pointer to whatever font macOS is currently using to display opertaing system text. The font can change between releases of macOS, but the pointer retains the same name.


Unsupported Font File Format

The key to choosing an embeddable bullet is to always choose one from the Font Variation panel in the lower right side of the dialog. But not all of those variations will work! Any font with Apple in the name is formatted as an AAT (Apple Advanced Typography) font. Here, I’ve chosen Apple SD Gothic Neo Regular as the bullet font:

AAT font choice

But when I save, I see this:

Unsupported font file format

AAT fonts can’t be embedded in Office files!


PowerPoint Font Embedding – What Works

All the other fonts that I’ve tried in the Font Variations panel can be embedded. Here, I’ve chosen Arial:

Arial Font Variation

The file saves! No errors!

Here’s your working procedure for custom bullets in macOS:

  1. Always expand the Emojis & Symbols dialog to full size.
  2. Always choose a bullet from the Font Variations panel.
  3. Never choose a bullet from a font that has Apple in the name, nor one that is called System Font Regular

I haven’t tested every font, so there could other than cause issues. If you find one, please write to me and I’ll update this article.

Keep in mind that fonts can also have embedding permissions set by the foundry that prohibit embedding, so these would be a poor choice for use with Office. But that’s an issue in Windows as well as macOS


PowerPoint Font Embedding – Fixing a Problem

You got the dreaded Save with Fonts dialog, and you’ve tried Edit>Find>Replace Fonts. The dialog still appears. What do you do now? That’s a real problem in PowerPoint for macOS.

In Windows, I fix these issues with the following steps:

  1. Open the file in PowerPoint, choose Save As and set the Save as type dropdown to PowerPoint XML Presentation (*.xml) and click on Save. This saves the deck as one giant XML file instead of the usual format of many small XML files tucked into a Zip archive.
  2. Open the XML file in a text editor. NotePad will work but a real coding editor like NotePad++ or Microsoft Code is better.
  3. Do a Find and Replace, finding typeface=”System Font Regular” (substitute the problem font name) and replacing it with typeface=”Arial” (substitute a known embeddable font name).
  4. Save the file, open it in PowerPoint, then resave in normal .pptx or .potx format.

Unfortunately, Microsoft has not given PowerPoint for Mac the XML single-file format. So the fix requires that you check each bullet in the slide master, slide layouts and slides. PowerPoint does not have a way of seeing what the font is for existing bullets, so you have to slog through and replace every damn one! Yuck!

Out of time and no access to PowerPoint for Windows? Send the file to us, and we’ll do the fix for you.

Most Recent Office You Can Run – Best Practices

As Apple and Microsoft release new operating systems, it’s no longer possible to install the latest version of Office on your old computer. Here’s is a list of the most recent Office you can run for the operating system you have, plus where to find it.


Most Recent Office You Can Run on macOS (Updated for 2024)

Rant alert! Microsoft supports the last three operating systems in both Windows and Mac. Unfortunately, Apple has a policy of releasing a new operating system every year, whether we need it or not. The result of these two business decisions is that there are rafts of perfectly serviceable Macs out there that can no longer install the current version of Office. It looks like Apple intends us to toss them and buy new ones. Another case of lip service to environmental sustainability. Rant over

If you buy or subscribe to Office for Mac today, you’ll only find the current versions of Microsoft 365 (the subscription version) and Office 2021 (the retail edition) to be easily available. But Microsoft maintains a page of older installers at Update history for Office for Mac. All of them can be activated under a current Microsoft 365 subscription or Office 2021 license.

Please note that all of these are final releases: there will be no security updates to follow. Be careful when downloading Office files from the interweb.

At the time of writing, the current crop of obsolete Macs are those that can only run Big Sur (macOS 11). These are machines that are around 10 years old, but are completely useable for applications like Office. The last Office version that Big Sur can run is 16.77. At the History page, look for the Office Suite Installer, with or without Teams, dated September 12, 2023. Do not download the updaters for individual programs! Download the Office Suite installer!

Then run the downloaded installer. After installing, normally Microsoft AutoUpdate fires up and installs the final 16.77 version. Wait until it finishes, then open Applications and run one of the Office apps.

Prompt to sign in.

You’ll see a dialog prompting you to sign into your account. Enter your name and password.

Enter your Microsoft Account email and password.

If you’re a Microsoft 365 subscriber, that should be the end of the process. Your software will be activated and you’re good to go.

If you have purchased multiple permanent license editions, you’ll see a dialog asking to to choose which license to apply. Office 2019 and 2021 no longer have separate licenses for Mac and Windows, so at this point it possible to switch Office 2019 (for example) from Windows to macOS or vice versa.

Choose an Office license to use with your installation.


Older Editions of macOS

Catalina (macOS 10.15) can run Office 16.66. At the History page, look for the Office Suite Installer, with or without Teams, dated October 11, 2022. Reminder: Do not download the updaters for individual programs! Download the Office Suite installer!

Office for Mac Update History

Catalina was the first OS to require 64-bit software. This requirement made Office 2011 obsolete, since it’s 32-bit. But Office 2011 is still a useful edition in macOS. It can still do things that were permanently removed from later versions of Office. So you might want to stick with Mojave and install the newer Office that goes with it. (There’s no problem in having Office 2011 and a later version installed on the same computer.) In this scenario, download and install the 16.54 version dated October 12, 2021.

One of my favorite Macs is my 17″ MacBook Pro. It’s the machine that travels with me, but it’s 12 years old and can run only High Sierra. The most recent Office you can run on this computer is 16.43, dated November 10, 2020.

There’s a pattern here: Apple releases new operating systems in the fall, usually in September or October. The Office version that Microsoft releases the same month is the last one for the fourth-oldest macOS. I don’t have any machines running Sierra, but if I did, I would try the October 15, 2019 edition of Office 16.30.

As I mentioned earlier, you can run an older version of Office on an older computer. Since Office 2008, the file format has remained pretty constant, so the software can still be useful. You can install Office 2011 under Mojave or earlier, while Office 2008 can be installed under El Capitan and earlier. These versions can co-exist on a Mac with a newer version (or with each other), though Microsoft’s History page only goes back to 16.27 from July, 2019.


Most Recent Office You Can Run on Windows

Under Windows, the situation is easier, as Microsoft waits about 3 years between operating systems. Plus Windows isn’t as finicky about the hardware it runs on. I have an old Mac Pro from 2006 that can only run OS X Lion and Office 2011, but under Boot Camp it does either Windows Vista and Office 2010, or Windows 7 and Office 2016. Windows 8 is likewise limited to Office 2016, while Windows 10 (now 9 years old!) can run the current version of Office 2021 and Microsoft 365. You have to have a really old Windows computer to be unable to run a useable copy of Office.

Chart Templates – Best Practices

Chart Templates allow you to capture and reproduce the appearance of sample charts. This avoids having to include sample charts for users to copy and paste. Here’s how to use them:


Installing

Chart templates must installed to a particular folder so Office can find them.

Windows Installation

  1. Open a File Explorer window.
  2. In the address field, paste in: %appdata%\Microsoft\Templates.
  3. If there isn’t a Charts folder there, create one.
  4. Copy the chart template(s) into it.

macOS Installation

  1. While holding down the Option key, click on the macOS menu bar. Choose Go, then Library. The hidden user Library folder opens.
  2. Open ~/Library/Group Containers/UBF8T346G9.Office/User Content/Chart Templates.
  3. Copy the chart template(s) into it.

Using Chart Templates

Chart templates can be used in Word, Excel and PowerPoint. Here’s how to access them:

Windows Usage

  1. In the Office program, choose Insert>Chart.
  2. In the Insert Chart dialog, click on the Templates icon.
  3. Select the chart template in the right-hand pane, then click on OK. A chart is inserted in your document.

macOS Usage

  1. On the Insert tab, choose Charts>Templates and select the template from the pop-up list. A chart is inserted in your document.

For more information about creating chart templates that work better then the Microsoft default, please see OOXML Hacking – Chart Template Colors

Your Office Questions Answered – Best Practices

Brandwares provides top-quality, bulletproof templates to a world-wide clientele. We have the Client List to prove it. But you can get your Office questions answered for free (or cheap)!

I answer questions online about PowerPoint and Word for both Windows and macOS. For general questions about formatting and using both programs, visit the Answers.Microsoft.com Word or Answers.Microsoft.com PowerPoint forums. If you’re a VBA programmer working with Word or PowerPoint, you can get my help at the Stack Overflow Word or Stack Overflow PowerPoint pages.

I also answer questions at Experts Exchange, where I’ve been awarded a Distinguished Expert award for 2021.

Office Questions Answered - Experts Exchange Distinguished Expert 2021

This site isn’t free, but it is jam-packed with expertise. There’s a 7-day free trial, if you want to check it out. Tag your post with Microsoft PowerPoint, Microsoft Word, VBA and/or Fonts Typography to ensure your Office questions are answered.

Microsoft-Compatible PowerPoint Templates – Best Practices

The vast majority of presentations are created using the default templates that comes with Microsoft PowerPoint. All Microsoft-compatible PowerPoint templates have a uniform structure, and the result is that you can copy and paste slides between any deck and the paste works as expected: the content comes across perfectly, and the formatting is updated.

But in almost all corporate presentations with custom templates, this no longer works. Slides pasted from Microsoft-based presentations always need to be reformatted manually, because the custom template haven’t been created to be Microsoft-compatible.

It doesn’t have to be this way. Here’s how to create custom templates that will be both Microsoft-compatible and have a look and feel that is brand-compatible with the organization.


What’s in a Microsoft-Compatible PowerPoint Template?

Most designers create presentation templates incorrectly for the purpose of importing of slides created with Microsoft templates. Almost universal infractions include deleting or renaming the default slide layouts, and deleting or adding placeholders on whatever default slide layouts are left. Less common methods that designers use to wreck templates include deleting all placeholders on the master slide, and deleting all default layouts, then trying to replace them

To understand why these actions could cause problems, we need to understand the PowerPoint file structure. All new blank PowerPoint files contain the following:

  • 1 Master Slide (in Slide Master view, the larger slide at the very top of the left-hand thumbnail list). The parent to all the layouts, to which the slide layouts are children. All text formatting is inherited from this slide. Deleting placeholders here will cripple the template.
  • 11 default slide layouts, which inherit the formatting set in the master slide. These 11 comprise:
  • Title Slide, for the presentation title.
  • Title and Content, for the bulk of the presentation content.
  • Section Header, to divide the deck into relevant sections.
  • Two Content, with 2 content areas.
  • Comparison, similar to Two Content, but each content area also has a corresponding heading placeholder.
  • Title Only, displaying only a Title field, with the rest of the slide blank.
  • Blank, with not even a Title field.
  • Content with Caption, a little-used layout the includes a Title, Text and Content placeholder.
  • Picture with Caption, similar to Content with Caption, but with a Picture placeholder replacing the Content one.
  • Title and Vertical Text This layout is intended for Asian language use and is only displayed as a choice if your operating system has an Asian language set up.
  • Vertical Title and Text Similar to the previous layout, only visible on computers with Asian language input enabled in the operating system.
Mandatory default layouts (Asian-language-enabled system).
Microsoft-compatible PowerPoint Layouts

Each of these layouts has a specific layout type, set in XML and not alterable in the program interface. You can create the correct placeholder types by generating a new, blank PowerPoint file. Each of these layouts contains placeholders for the date and slide number, plus a footer field. All but 1 have a title placeholder.

Here’s the second line of a default Microsoft layout. In this example, obj is the XML type for a Title and Content layout:

<p:sldLayout xmlns:a="http://schemas.openxmlformats.org/drawingml/2006/main"
xmlns:r="http://schemas.openxmlformats.org/officeDocument/2006/relationships"
xmlns:p="http://schemas.openxmlformats.org/presentationml/2006/main"
type="obj" preserve="1">

If a slide layout has been created by the user from the Insert Layout command, that layout will not have a type. Instead, the second line of the XML will include userDrawn=”1″:

<p:sldLayout xmlns:a="http://schemas.openxmlformats.org/drawingml/2006/main"
xmlns:r="http://schemas.openxmlformats.org/officeDocument/2006/relationships"
xmlns:p="http://schemas.openxmlformats.org/presentationml/2006/main"
preserve="1" userDrawn="1">

PowerPoint reads the userDrawn property and will not treat your layout as a default layout no matter what you do to it. It will never be Microsoft-compatible.

If you have deleted a default slide layout, you can restore it by creating a new blank presentation, then copying and pasting the layout under the slide master of the deck to be repaired. You can also restore a default layout by running this VBA:

Sub RestoreLayout()
  With ActivePresentation.Slides
    .Add(.Count + 1, ppLayoutObject).Delete
  End With
End Sub

The example above restores a deleted Title and Content layout. Just change ppLayoutObject to the type you need from this list:

Layout Type VBA Parameter
Title Slide ppLayoutTitle
Title and Content ppLayoutObject
Section Header ppLayoutSectionHeader
Two Content ppLayoutTwoObjects
Comparison ppLayoutComparison
Title Only ppLayoutTitleOnly
Blank ppLayoutBlank
Content with Caption ppLayoutContentWithCaption
Picture with Caption ppLayoutPictureWithCaption
Title and Vertical Text ppLayoutVerticalText
Vertical Title and Text ppLayoutVerticalTitleAndText

Here are the recommendations that Microsoft should have published with the release of PowerPoint 2007: All new PowerPoint templates should include all default slide layouts and placeholders. That would have saved so much grief! Every file would be a Microsoft-compatible PowerPoint template or theme.

Please note, I am not suggesting that you restrict your design to only these layouts and placeholders. As long as you have the default layouts with the default placeholders, the rest of the master slide view can be filled with all kinds of special-purpose layouts with any number of placeholders. Just remember, whatever you create today must be supported in the future, if the slides are to remain paste-compatible. For more details, please see my article about best practices for reusing old (legacy) slides: Legacy Slides – Best Practices

I’m adding a plea for sanity on behalf of users everwhere: restraint in slide layout numbers is best for your client’s users. Too many layouts and they just don’t know which one to pick! Don’t confuse them more than they already are. Consider a limit of 25 layouts maximum.

We have years of expertise in this area and can assess your template for Microsoft compatibility, or create a template or theme for you that will work seamlessly with decks based on Microsoft templates. We’re here to help! Contact me at production@brandwares.com.

Word Table Styles – Best Practices

Unlike PowerPoint, Microsoft Word has a utility to create custom Word table styles. You might think this makes life a lot easier, but you would be wrong. The Word utility has quirks and bugs, and Word tables don’t work the same way as PowerPoint’s. Using the Table Style dialog is not intuitive. To get a Word table style to work exactly to the way it should, you may have to hack the OOXML.

To start, let’s clarify that a table style is one of 4 styles that you can create in Word. The others are paragraph, character and list styles. A well-constructed table style does not need to have paragraph styles applied to it later. That’s because it already contains paragraph styles, though these don’t have the conventional names that you’re familiar with. Here’s how to get the best possible results.


Start with a similar table style

The first step in creating a custom table style is to insert a table, so the Table Design tab appears. By default, a new table will use the Table Grid style, which is very plain. If your final table style requires design options like a distinctive first column or a total Row, Table Grid is a poor place to start. It doesn’t include any of those options, and adding them back in is difficult. Switch the style to a Microsoft default that already has similar features.

Next, expand the table style gallery dropdown again and select New Table Style at the bottom. This ensures that your table style will appear in a new Custom row right at the top of the styles gallery. By contrast, starting with Modify Table Style lumps your style in with all the Microsoft defaults.

New Table Style in custom Row


Base the new style on the chosen one

When you choose Table Design>Table Styles>New Table Style, Word sets the Style based on dropdown to Table Normal, not the style you chose. If you originally chose Grid Table 5 Dark, then set Style based on to the Grid Table 5 Dark. (Current versions of Word for Mac have a display bug whereby choosing a different table style does not update the preview in the dialog. Choose the style, OK out, then choose Modify Table Style to see a corrected preview.)


Start with Whole table

Start with the Whole table choice in the Apply formatting to dropdown. This is the default cell formatting that will appear when no other Table Style Options are applied. The formatting controls are condensed, here’s a breakdown of which control does what:

Table Style Formatting Controls

If the formatting control you need doesn’t appear in the dialog, use the Format dropdown in the lower left corner to access more of them.


Move on to Header row

After you’ve set the default cell style, choose Header row from the Apply formatting to dropdown. This is where the dialog gets buggy. Many of the controls will retain their value from whatever table part you were previously editing! The controls will sometimes, but not always, display the values used in the new table part you have just selected (in this case, Header row)! So it’s up to you to keep track of what the correct values are for the table part you’re formatting, and apply each in turn.


Format each table part in order

Because of the dialog display inconsistencies, it’s easiest to format each table part in the order they show in the Apply formatting to dropdown.

As you format each table part, Word creates, in effect, a separate paragraph style for each table part. But you don’t apply these styles by choosing a style name. Instead, you check a box in the Table Style Options group of the Table Design tab. Checking the Header Row option automatically applies the Header Row style to the top row of the selected table. When you’re creating a table style for a client, this means many design options can be included in one table style, and you don’t have to include elaborate instructions about which style to manually apply to which table part.


What about the corner cells?

The last 4 items on the Apply formatting to dropdown are to format the top left, top right, bottom left and bottom right corner cells. But there is no Table Style Option to turn these on and off directly. The way Word handles this is that if both the Header Row and First Column options are checked, then the formatting for the top left corner cell is turned on. This formatting can be different from either the header row or the first column. Header Row plus Last Column will turn on the upper right cell. You get the idea.

FWIW, PowerPoint table styles can also have corner cell formatting and the cell formatting is applied in the same way, by using pairs of style options.

Header Row + First Column = Top Left Cell


Word Table Style Quirks

There are some oddities about Word table styles, and a few bugs. One oddity is that table text is based on the Normal style in relationship to Word’s Default Text settings. If Normal has been set to any color other than Automatic, applying different text colors to different table parts will have no effect. The text will remain the color set for Normal. You then have to apply new paragraph styles to the table parts after creating the table.

Another weird result of the dependency on Normal is that Word expects to have the default line spacing for your version of Word. As I write, Word 365’s default Normal style has a Line spacing of Multiple at 1.08 with Space After of 8 points. In a table style, this gets automatically reinterpreted as Single with 0 before and after. Centered vertical spacing then works as expected. If you change the Normal line spacing to a larger or smaller value, text that is nominally vertically centered will actually sit higher or lower in the cell. If you add 12pt after, the table text will jump from being vertically centered to having 12 pt after, a huge difference. Microsoft doesn’t publish any of this information. Surprise!

This is one of the reasons why Word experts recommend that Normal style should stay as is and not be actually used in a document unless the default formatting matches the needs of the design. Better to format all text as Body Text style and give that style the custom color and line spacing.

But what if you’re given a template that already has a non-standard Normal, and the client asks for a table style? All is not lost. Table styles can still work as designed if you are using Word for Windows (sorry, Mac people). The trick here is to set the document text defaults to the same values as the revised Normal style. (Thanks to MVP Stefan Blom for this tip.) Here’s how to do this:

  1. With the document or template open in Word, click on the Styles pane dialog opener below the Quick Styles gallery, or press Alt + Ctrl + Shift + s at the same time. The Style pane opens.
  2. Click on the Manage Style button at the bottom.
  3. Select the Set Defaults tab.
  4. Set the defaults to the same values as Normal style: same font, size, color and paragraph settings. OK out.

You’ll know you got it right when you insert a table in the new style and it automatically has the correct styling for header row, first column and the other table style options. It is no longer necessary to apply text styles to the table, you can simply turn the Table Design>Table Style Options on and off to affect the related table area.


Word Table Style Bugs

Lousy User Interface Design

In the table style dialog, color dropdowns remain set at the color last chosen, even if that was for a different table part. The dropdown should update to the color currently in use for the table part that has been selected. This is just common-sense UI design.

The interface for setting border styles is pretty bad. It’s almost impossible to set one color for vertical borders and a different one for horizontal borders. All borders switch to the last selected color. But we can fix this with an OOXML hack (see below).

Defective Override Capabilities

Subsequent parts can’t always override the XML of earlier parts. As an example, set the Whole table to have internal vertical rules. Then set the first column to have no rule on the right. This should make the vertical rule separating the first column from the second column disappear, but it doesn’t. The rule has to be manually removed after the table is created.

Non-Functional OOXML Tags

The Paragraph Properties (w:pPr) element for each table part has a pStyle attribute that is supposed to set the paragraph style for that part. It does nothing. As mentioned above, the style is always derived from Normal style.


Format the Word table style options in order.

Word Table Styles: Order of Elements

Start by formatting the Whole table section with the defaults for cell in the middle of the preview. Most of the time, this will include the font size and color, and the table background color and any rules that are to appear if banded rows are turned off. If you can’t get the formatting you need from the few controls on the dialog, click on the Format dropdown to find detailed access to Table Properties, Borders and Shading, Banding, Font and Paragraph attributes. Under Windows, you’ll also see a Text Effects choice, which is of dubious value in a table.

Word Table Styles Formatting Options

Then move on to Header Row formatting, the next item on the Apply formatting to dropdown. Format each item on that dropdown until you have set all the properties you need. After you get all formatting set, apply the custom style to the sample table you created at the beginning. Then use Modify Table Style for any tweaks required.


Word Table Style Hacks

Default style formatting is hardcoded in Word. So the styles that get stored in a Word file are only styles that have been modified or newly created in the document. All of the style exceptions and new style definitions are stored in the word/styles.xml part. Here’s the OOXML for a full table style. First, the section that formats the whole table. Pr stands for Property. tbl is Table, tc is Table Cell, p is Paragraph and r is Run (any length of text less that a paragraph).

<w:style w:type="table" w:customStyle="1" w:styleId="SampleTableStyle">
  <w:name w:val="Sample Table Style"/>
  <w:basedOn w:val="GridTable3"/>
  <w:uiPriority w:val="99"/>
  <w:rsid w:val="00264468"/>
  <w:rPr>
    <w:color w:val="282828" w:themeColor="text1"/>
    <w:sz w:val="18"/>
    <w:szCs w:val="20"/>
    <w:lang w:val="en-US"/>
  </w:rPr>
  <w:tblPr>
    <w:tblBorders>
      <w:top w:val="none" w:sz="0" w:space="0" w:color="auto"/>
      <w:left w:val="none" w:sz="0" w:space="0" w:color="auto"/>
      <w:bottom w:val="none" w:sz="0" w:space="0" w:color="auto"/>
      <w:right w:val="none" w:sz="0" w:space="0" w:color="auto"/>
      <w:insideH w:val="single" w:sz="6" w:space="0" w:color="BFBFBF"/>
      <w:insideV w:val="single" w:sz="6" w:space="0" w:color="282828"/>
    </w:tblBorders>
  </w:tblPr>
  <w:tcPr>
    <w:vAlign w:val="center"/>
  </w:tcPr>

(Above) The w:rPr section sets the default text while w:tblPr sets the borders. This table is transparent when all design options are turned off, so there is no fill. Note the entries for w:insideH and w:insideV. I had to hack this XML to get different colors for the inside horizontal and inside vertical borders.

(Below) Next is the formatting for the header row. w:rPr sets the text as bold and white, while w:tcPr sets the cell borders to nothing and the fill to Accent 2.

  <w:tblStylePr w:type="firstRow">
    <w:pPr>
      <w:jc w:val="left"/>
    </w:pPr>
    <w:rPr>
      <w:b/>
      <w:color w:val="FFFFFF" w:themeColor="background1"/>
    </w:rPr>
    <w:tblPr/>
    <w:tcPr>
      <w:tcBorders>
        <w:top w:val="nil"/>
        <w:left w:val="nil"/>
        <w:bottom w:val="nil"/>
        <w:right w:val="nil"/>
        <w:insideH w:val="nil"/>
        <w:insideV w:val="nil"/>
      </w:tcBorders>
      <w:shd w:val="clear" w:color="auto" w:fill="346577" w:themeFill="accent2"/>
    </w:tcPr>
  </w:tblStylePr>
  <w:tblStylePr w:type="lastRow">
    <w:pPr>
      <w:jc w:val="left"/>
    </w:pPr>
    <w:rPr>
      <w:b/>
    </w:rPr>
    <w:tblPr/>
    <w:tcPr>
      <w:tcBorders>
        <w:left w:val="nil"/>
        <w:bottom w:val="nil"/>
        <w:right w:val="nil"/>
        <w:insideH w:val="nil"/>
        <w:insideV w:val="nil"/>
      </w:tcBorders>
      <w:shd w:val="clear" w:color="auto" w:fill="auto"/>
    </w:tcPr>
  </w:tblStylePr>

(Above) The previous section formats the Total Row, removing the borders. There’s another hack here: the w:shd illustrates how to set the fill as No Color, with both w:color and w:fill set to auto.


(Below) Next up is the First Column formatting. w:pPr sets the text flush right, w:rPr makes it bold and w:tcPr removes the borders and keeps the fill No Color. Oddly, while w:insideH successfully overrides the internal horizontal rules set in the Whole Table section, neither w:right nor w:insideV are able to remove the internal vertical rule to the right of the column. This works as expected in a PowerPoint table style, but is broken in Word.

  <w:tblStylePr w:type="firstCol">
    <w:pPr>
      <w:jc w:val="right"/>
    </w:pPr>
    <w:rPr>
      <w:b/>
    </w:rPr>
    <w:tblPr/>
    <w:tcPr>
      <w:tcBorders>
        <w:top w:val="nil"/>
        <w:left w:val="nil"/>
        <w:bottom w:val="nil"/>
        <w:right w:val="nil"/>
        <w:insideH w:val="nil"/>
        <w:insideV w:val="nil"/>
      </w:tcBorders>
      <w:shd w:val="clear" w:color="auto" w:fill="auto"/>
    </w:tcPr>
  </w:tblStylePr>
  <w:tblStylePr w:type="lastCol">
    <w:rPr>
      <w:b/>
    </w:rPr>
    <w:tblPr/>
    <w:tcPr>
      <w:tcBorders>
        <w:top w:val="nil"/>
        <w:left w:val="nil"/>
        <w:bottom w:val="nil"/>
        <w:right w:val="nil"/>
        <w:insideH w:val="nil"/>
        <w:insideV w:val="nil"/>
      </w:tcBorders>
      <w:shd w:val="clear" w:color="auto" w:fill="auto"/>
    </w:tcPr>
  </w:tblStylePr>

(Above) The right-most table column is formatted with no borders and no fill.

(Below) If your design includes banded columns, the table style will include a section like this. There is just a definition for odd columns: even columns would be formatted with the defaults from the Whole Table section. If the First Column option is turned off, odd columns start at the left-most column. If First Column is turned on, all columns shift and the column just to the right of the first column takes on odd column formatting.

  <w:tblStylePr w:type="band1Vert">
    <w:tblPr/>
    <w:tcPr>
      <w:shd w:val="clear" w:color="auto" w:fill="D4D4D4" w:themeFill="text1" w:themeFillTint="33"/>
    </w:tcPr>
  </w:tblStylePr>

  <w:tblStylePr w:type="band1Horz">
    <w:tblPr/>
    <w:tcPr>
      <w:tcBorders>
        <w:left w:val="nil"/>
        <w:right w:val="nil"/>
        <w:insideH w:val="nil"/>
        <w:insideV w:val="single" w:sz="6" w:space="0" w:color="282828" w:themeColor="text1"/>
      </w:tcBorders>
      <w:shd w:val="clear" w:color="auto" w:fill="F2F2F2" w:themeFill="background1" w:themeFillShade="F2"/>
    </w:tcPr>
  </w:tblStylePr>

(Above) Odd Row and (Below) Even Row formatting.

  <w:tblStylePr w:type="band2Horz">
    <w:tblPr/>
    <w:tcPr>
      <w:tcBorders>
        <w:left w:val="nil"/>
        <w:right w:val="nil"/>
        <w:insideH w:val="nil"/>
        <w:insideV w:val="single" w:sz="6" w:space="0" w:color="282828" w:themeColor="text1"/>
      </w:tcBorders>
      <w:shd w:val="clear" w:color="auto" w:fill="D9D9D9" w:themeFill="background1" w:themeFillShade="D9"/>
    </w:tcPr>
  </w:tblStylePr>

(Below) Formatting for the 4 corner cells. These are only activated when both options that affect the cell are turned on. As an example, if the table has both a Header Row and a First Column, then the nwCell formatting is turned on. In the formatting for nwCell below, the text becomes flush right when both options are used.

  <w:tblStylePr w:type="neCell">
    <w:pPr>
      <w:wordWrap/>
      <w:jc w:val="left"/>
    </w:pPr>
    <w:tblPr/>
    <w:tcPr>
      <w:tcBorders>
        <w:bottom w:val="nil"/>
      </w:tcBorders>
    </w:tcPr>
  </w:tblStylePr>
  <w:tblStylePr w:type="nwCell">
    <w:pPr>
      <w:wordWrap/>
      <w:jc w:val="right"/>
    </w:pPr>
    <w:tblPr/>
    <w:tcPr>
      <w:tcBorders>
        <w:bottom w:val="nil"/>
      </w:tcBorders>
    </w:tcPr>
  </w:tblStylePr>
  <w:tblStylePr w:type="seCell">
    <w:tblPr/>
    <w:tcPr>
      <w:tcBorders>
        <w:top w:val="nil"/>
      </w:tcBorders>
      <w:shd w:val="clear" w:color="auto" w:fill="auto"/>
    </w:tcPr>
  </w:tblStylePr>
  <w:tblStylePr w:type="swCell">
    <w:tblPr/>
    <w:tcPr>
      <w:tcBorders>
        <w:top w:val="nil"/>
      </w:tcBorders>
      <w:shd w:val="clear" w:color="auto" w:fill="auto"/>
    </w:tcPr>
  </w:tblStylePr>
</w:style>

If you base your Word table styles on a table other than Table Normal, that table style will be included in styles.xml. If that table style includes formatting that you don’t want to included in your table style, then delete the section in the style it’s based on. As an example, this style was based on Grid Table 3, which includes a last column and a total row. To remove all last column and total row formatting from your style, delete the corresponding XML sections in both your custom style and in the style on which it’s based. You’ll know when you’re succesful when turning the Last Column and Total Row Design Options on and off in Word has no visual effect on a sample table.

Too complicated? Shoot me a message and we’ll create custom Word table styles for your document or template.

Search Engine Expertise – Best Practices

I don’t actually know much, but I have search engine expertise. I’ve answered thousands of question for users on various online fora, and I’m constantly amazed by the vast number of queries that could be answered by a simple Google search. My takeaway is that people just don’t know how to use search engines to their best advantage.

Search Engine Expertise – The Mandatory Word

When a search must include a particular word or phrase, put it in double quotes, if you’re using Google. For Bing and most other engines, add a plus sign before. Here’s a search that must include Word in the results:

Google - "Word" VBA typestyle
Bing and others - +Word VBA typestyle

Search Engine Expertise – The Excluded Word

You’re looking for Word VBA information, but you get pages of useless Excel stuff. For all search engines, add a minus sign before the word you don’t want:

VBA -Excel tables

Search Engine Expertise – The Special Site

You know that you saw an answer on a particular web site, but it was a long time ago and you can’t remember where. Type your search terms, then type site:, then the site URL. No space between site: and the URL:

"edit mode of header/footer" site:answers.microsoft.com

Searching Phrases Instead of Words

Put the phrase between double quotes. The following shows results about the top of the page that don’t refer to the header and footer:

Word top part of page -"header and footer"

A Practical Example

Do you use Office for Mac? It’s hard to find relevant information, since the Mac version is still quite different from Office for Windows. Just add “for Mac” to your search terms and watch as hundreds of pages of useless Windows pages disappear. This can save you hours of time!

Using just these 4 tips, you’ll find relevant information much more quickly. You may have even more specific requirements. Check out the Advanced Search page for your preferred engine, you may find some techniques that will make your day more efficient:

Google Advanced Search

Bing Advanced Search

Multiple Slide Masters: Beware! – Best Practices

One of my areas of expertise is to do presentation assessments for designers, finding any potential problems in their work before sending their file to their client. Something I see fairly often is multiple slide masters in a template or theme, where they are used as an organizational tool. Typically, one master will be for title slides, another for section headers, and so on. This is a poor practice, but it goes on because designers never have to actually use the files they create. If they did, the problem would soon become evident. Here’s a typical example:

Three Slide Masters


Multiple Slide Masters – How They Work

If I asked you “How does PowerPoint know which slide master to use when there is more than one?”, what would your answer be?

Well, I’ve done the research, so I can let you know. When you paste slides into a presentation, PowerPoint looks at the slide immediately preceding the paste position and uses the slide master for that slide. If there are no slides in the presentation, then PowerPoint uses the first slide master. This has major consequences for the format of the pasted slides. If the slide master of the preceding slide has only title layouts, only the pasted title slides will find their rightful layout. All the rest of the slides will bring their old layout with them. So now the slide master for titles has a whole bunch of non-title layouts. Oops. So much for your organizational scheme. Following are the original slides, followed by what they look like when pasted after slides based on different masters:

4 slides based on 3 slide masters
4 slides from 3 masters
Pasted after slide based on first master
Pasted after first slide
Pasted after slide based on second master
Pasted after second slide
Pasted after slide based on third master
Pasted after third slide

If the pasted slides are from legacy presentations, where the intention was to update them to the new look, you get a total fail. Not only do they not update, they’ve ruined the new deck with added old layouts. The next time the user adds a new slide and tries to find a layout in that slide master, they get a psychedelic soup of designs.

But wait! It gets worse! For some bizarre reason, designers have a bad habit of deleting all the placeholders on the slide master, then building the design in the layouts. Ouch! The placeholders on the slide master are parents to the child placeholders on the layouts. They are the source for font and paragraph formatting in layout placeholders, as well as the default placeholder positioning. When you paste slides so they use that blank slide master, formatting goes haywire. The slide layouts that get imported with the pasted slide have no source to tell them how to display content. PowerPoint makes a guess and always guesses wrong. Bold text becomes regular, font sizes changes, pictures disappear. It’s a nightmare, and one that designers just don’t understand, can’t explain to their clients, and have no idea how to fix.


A Better Approach

Just use a single slide master. In 99% of presentations, one slide master is all you need. That slide master should be formatted as closely as possible to look like a typical content slide. Then for layouts that have different formatting, right-click on the layout background and choose Format background. In the Format Background task pane, check the option for Hide background graphics. Then place the alternate graphics on that layout.

About the placeholders: keep them! Deleting the default placeholders does nothing helpful and can cause problems. If someone pastes a slide with a footer and your layout doesn’t have a footer placeholder, the footer text will reposition itself, often at the very left edge of the slide, because the content has been orphaned. If your design doesn’t include a footer, move the placeholder off the bottom of the layout! This makes a pasted footer simply disappear instead of looking goofy.


Multiple Slide Masters – When and How to Use Them

So far, there are only 2 uses I’ve found a genuine need for multiple slide masters. One is when a presentation requires multiple color themes. Some organizations have divisions that use code colors: a key color that is used only in that group. This situation was easier in PowerPoint 2003 and earlier, because you could easily apply different color schemes to groups of slides. Modern versions have only 1 color theme per slide master. If you change the color theme, all the slides change. Here’s how to handle that situation:

Under the slide master, create the complete set of layouts needed for the presentation. Set the code color in Accent 1 if it’s a predominant element of the client branding. If it’s a subtle design change, Accent 6 is better. Get the client to sign off, so the design is not going to need a lot of future revisions. Then copy and paste the slide master for each code color required. Finally, revise the color theme for each slide master, changing only the accent color. Following this method, every slide master has every layout. The worst that can happen is someone pastes in the wrong place and the code color is off. Easily fixed.

The other time you need multiple masters when a client has rolled out a new template, then realizes they need to handle legacy slides. Then you create a second slide master with layouts that match the new look but have a layout structure that is compatible with the old decks. At the beginning of the deck create 2 sample slides, one based on the new slide master and another based on the legacy slide master. Place a notice to the user just off the edge of the slide master for the first slide: “New slides only! Don’t paste old slides!” and on the second “Paste old slides here! No new ones!”. Then users are less likely to paste slides in the wrong spot and get weird results.