Are you managing styles in your Word documents? A hallmark of a professionally-created template is the appearance of the Quick Style Gallery. If I open a template and see this:
I realize the person who constructed the file doesn’t know better or doesn’t care. The clue are the 4 zombie styles on the right side. If you expand the gallery, you’ll see 8 more zombie styles. These 12 are automatically generated in every new installation of Word. Nobody uses them, they just clutter the interface. If you’re managing styles, you’ll make them disappear.
These 12 can’t be deleted, they are termed built-in styles and the Delete button is disabled in the style management dialog. But in Word for Windows, there is a Style Management panel called Recommended, where you can Hide them or optionally apply Hide Until Used. This last attribute keeps the style out of the Quick Style Gallery until the first time you apply it in a document, at which time it becomes visible.
But where is the Recommended panel in Word for Mac? Did someone Hide that too? No, it’s just not an option for Mac users. Microsoft left it out (speculate at will). But all is not lost: You can still manage style visibility on the Mac, you just have to do it with XML Hacking. New hackers should read XML Hacking: An Introduction and XML Hacking: Editing in macOS before trying these steps.
When you first open an Office XML field, the content is linearized and difficult to read. In BBEdit, apply Test>Apply Text Filter>run_tidy, an add-on script for BBEdit that you can download here. Voila! Readable XML!
Managing Styles with XML Editing
Word styles are stored in word/styles.xml and word/stylesWithEffects.xml. Word 2007/2008 reads styles.xml while Word 2010/2011 and later use stylesWithEffects.xml, so whatever changes you make, do them to both files. Word doesn’t always create a styleWithEffects.xml part, so if there isn’t one in your file, just edit styles.xml. Word’s built-in styles are in the w:latentStyles part. Let’s work on that first, then deal with custom styles.
The style order in the XML file has nothing to do with the order of styles in the user interface, so it’s best to search for them. Start with the Title style. The default listing looks like this: (You may see a somewhat different collection of tags from different Word versions.)
The Styles list: a good place to display occasionally-required typestyles.
To make this style disappear from the Quick Style Gallery, but still appear on the Styles list, just delete the w:qFormat="1" tag. If you want to remove a style not only from the Quick Style Gallery, but also from the master list of recommended styles, then don’t bother with w:qFormat="1", just remove w:semiHidden="0". Finally, to give the style the ability to remain on the Styles list, then be added to the Quick Style Gallery when it is first used, leave the other tags as is and change w:unhideWhenUsed="0" to w:unhideWhenUsed="1".
Besides the Title style, the other zombie styles you’ll probably want to remove are:
Subtitle Subtle Emphasis Emphasis Intense Emphasis Strong Quote Intense Quote Subtle Reference Intense Reference Book Title and List Paragraph
Another useful edit you can make to styles is to change the number beside w:uiPriority. Decreasing this number moves a style up the list, while increasing it moves it down. You may have noticed that editing w:uiPriority in the w:latentStyles has no effect on the position of Normal style. See Custom Styles below to solve this.
For all styles that have the same level number, they are displayed in alphabetical order. I usually rank them in the order they are likely to be used, with the body text and headings at the top, followed by bulleted, numbered and lettered styles. Often you’ll have styles that serve a function in a Word file, like unique styles that are referenced by StyleRef fields. If the user doesn’t need to apply a style, hide it. The simpler you make their interface, the fewer mistakes they can make.
The styles/stylesWithEffects XML parts contain a list of exceptions. There are many styles that remain invisible until you add an exception to the list. As an example, if you want to make the Body Text style to be at the left end of the Quick Style Gallery, you would first copy and paste the exception for Normal, then change the name to Body Text. The w:uiPriority=0 tag will ensure Body Text pops to the left end.
Managing Styles: Custom Styles
To manage custom and special styles, scroll down below the latentStyles section. Here you’ll see more verbose XML like this:
Here’s where you can change the order of Normal. Because this XML part comes after the Normal entry in latentStyles, it over-rides those settings. Any style set to 0 will appear to the left of Normal in the Style Gallery and above Normal in the Styles List.
Here’s what a custom style looks like:
<w:style w:type="paragraph" w:customStyle="1" w:styleId="Code">
<w:name w:val="Code"/>
<w:basedOn w:val="Normal"/>
<w:uiPriority w:val="6"/>
<w:qFormat/>
<w:rsid w:val="00A12E2B"/>
<w:pPr>
<w:spacing w:after="0" w:line="240" w:lineRule="auto"/>
</w:pPr>
<w:rPr>
<w:rFonts w:ascii="Bitstream Vera Sans Mono" w:hAnsi="Bitstream Vera Sans Mono"/>
</w:rPr>
</w:style>
While you could edit all attributes of the style here, it’s easier to do through the user interface. But you can change the order, here set to 6.
Save the XML file. If you’re using BBEdit, you’re done. If you’re working with another editor, re-zip [Content_Types].xml plus the folders. Change the ending of the resulting Zip file to .docx and click on the Use .docx button when OS X asks. Open the file and check out the beautifully clean Quick Style Gallery, thanks to you managing styles!
This is a complex topic, so don’t feel bad if it’s hard to get working as expected. If you’re on a deadline, Brandwares can do this for you. Just email me at production@brandwares.com.
Note: I’ve included the original article text to describe the background issues about XML editing in macOS, but to retain your sanity, be sure to follow the May 2016 and July 2018 updates at the end and use a text editor that doesn’t require unzipping and rezipping the files
When you’re hand-editing Office files in Windows, it’s pretty straight-forward: unzip file > edit > rezip, you’re done. Editing in macOS requires a couple of extra precautions. This is because the graphical user interface adds Mac attributes to files and plants hidden files in folders. Office will not tolerate either of these:
XML error message in 2008
XML error message in 2011
XML error message in 2016
If you use macOS’s Archive Utility to unzip or zip the files, Word will refuse to open the resulting file. On top of that, if you look in any of the folders using the Finder, a hidden .DS_Store file will be created in the folder. When re-zipped, Word will not accept the extra file and again report an XML error. The solution to these issues is to use the command line, like the Unix warrior you want to be! Remember to run each Terminal command by pressing the Return key after typing the command.
A valuable utility for this is OpenTerminalHere. Open any Finder window, click on OpenTerminalHere and a terminal window opens pointed to the Finder window. So download and install it, then follow these steps to open, edit and re-zip Office files:
Move a copy of the Office document (let’s call it TestDoc.docx) to a separate folder and open that folder in the Finder.
Click on OpenTerminalHere to open a copy of Terminal aimed at the folder.
In the Terminal, type
unzip TestDoc.docx
then press Return. The file is unzipped into several folders plus a file called [Content_Types].xml.
Do not look in any of the folders using the Finder, or you’ll have to start over. To examine a folder’s contents, use the Terminal to change the folder, then list the contents:
cd word
ls -l
To go back up to the previous folder, type:
cd ..
To edit the files, open your text editor, then navigate using the File>Open dialog to find the file. Edit the file, then save and close.
When you’re all done, double-check that terminal is pointing at the original folder holding the documents and the expanded folders. If you’re unsure, close terminal, then click on OpenTerminalHere to reopen in the right spot.
In Terminal, re-zip the files with this style of command:
zip -r RevisedDoc.dotx [Content_Types].xml _rels docProps word
This example is for Word, but the correct syntax after zip -r is to type the name of the final document, followed by the file and folders, each separated by a space. The file is reassembled into an Office file.
Test that you can open it. If you get an XML error notice, re-read the above steps and try again.
Please note: these editing techniques are required when editing in macOS with Word, PowerPoint and Excel documents and templates, plus Office Theme files (the kind exported from PowerPoint that combine all Theme elements.
If, on the other hand, you are editing a Font Theme or a Color Theme, those are simple XML files. They don’t need to be unzipped or re-zipped and Office doesn’t seem to care about macOS attributes attached to them. These plain XML files don’t need to be handled through the terminal, just use the Finder.
Next time, we’ll be looking at managing Word styles in macOS. Finally, a way to get rid of the zombie styles automatically created by Word! Happy hacking!
March 2016 Update
An alternative to working entirely in Terminal is to work on a network or USB disk where creation od .DS_Store files has been turned off. On a network disk, open Terminal in your choice of folder and run the command:
While this will prevent future generation of the .DS_Store files in that folder and any subfolders, it’s very likely you already have such files, since they’re created almost as soon as you view a folder’s contents in the Finder. In addition, some important XML parts are hidden and need to be revealed. So while Terminal is open, run:
The second line restarts the finder to force a refresh of the view. Now you can see any .DS_Store files and delete them before re-zipping the files into an Office document. You’ll have still have to do the zipping in Terminal. Also, no .DS_Store files means OpenTerminalHere doesn’t work, so you’ll have to navigate manually via Terminal commands. Now you know why this is a lame alternative.
If you try this technique, you can always restore the clean file view by running:
defaults write com.apple.finder AppleShowAllFiles NO
killall Finder
Once you’ve created this OOXML editing drive, you can use the command-line zip utility to unzip the files. But there’s also a very useful GUI utility that works better than Archive Utility with Office files. Visit the App Store and get The Unarchiver. Then use it to unzip and expand the Office file.
Editing in macOS – May 2016 Update
BBEdit 11 and better has the ability to open and edit Office files directly, avoiding all of the above hassle when editing in macOS. BBEdit has a 30-day free trial with all features included. While older versions of BBEdit used Tidy to format text, that utility has been retired. The BBEdit programmers have written a script to format XML in human-readable form. You can download it from here, please be sure to read the installation instructions first: Click to download XML Tidy Script for BBEdit
Here’s your working procedure:
Open your Office file in BBEdit 11 or later. In the left-hand pane, you’ll see a folder tree of the files contained within, so no unzipping is required
Select the file you want to edit. The file opens in the main BBEdit window, displaying two lines. The first is the XML header, the second is the actual content.
Click at the left end of the second line.
Choose Text>Apply Text Filter>run_tidy.
Make your edits and save. It’s not necessary to linearize the XML. The Office program will do that anyway the first time you save it. However, if you like to leave things exactly the way you found them, click in from of the first line of content (after the header line), choose Markup>Utilities>Format…, change the Mode to Compact and click on the Format button. Save the file and test your editing in macOS.
Editing in macOS – July 2018 Update
Technology marches on! If you use the Chrome browser, there is a free XML editing alternative that avoids unzipping and rezipping files. Open this link in Chrome: OOXML Tools and download the free plugin. After installation, click on the OOXML icon to the right of the browser address bar. Drag your Office files onto the browser window to begin editing. When you’re finished, click on the Save button, then the Download button in the upper left corner and give the new file an appropriate name. Chrome will place the new file in your Downloads folder and leave the original file untouched. OOXML’s EMF/WMF bug has been fixed, so download the most recent version. Thanks to Bram Alkema of the Netherlands for informing us about OOXML Tools.
Please note, for any OOXML Hacking that requires adding new XML parts (Ribbon mods, creating SuperThemes), BBEdit and OOXML Tools will not work. You’ll have to use the March 2016 update solution and create a network or USB disk set up for XML editing.
We’re experts in XML hacking, so you don’t have to be. Contact me at production@brandwares.com with the details of what you need hacked.
Font themes are one of the simpler theme elements in Open Office XML, but for some baffling reason, Mac Office users can’t create one. It’s odd enough that the only Mac program that can create a color theme is PowerPoint, but even it can’t provide an escape from Calibri and Arial! So I’m going to show you how to do it on your own.
Let’s start with a dead-simple font theme. Here’s the minimal file that Office will read:
Important Note: If you copy and paste this sample, you must change the non-breaking space characters to ordinary spaces. I need to use non-breaking spaces to format an HTML page, but Office will refuse to display your font theme if you don’t search and replace them with regular spaces.
You can create this in any text editor, including TextEdit in plain text mode (don’t try this with an rtf file). However, by default TextEdit will change the necessary straight quotes to smart quotes, producing a file that Office will not recognize. If you’re using TextEdit, make sure you visit both TextEdit>Preferences and Edit>Substitutions and turn off Smart Quotes in both locations. A better alternative is the free version of BBEdit. When you visit this link, click on the Download link to get the free version. If you do any significant amount of XML editing, the paid version of BBEdit is well worth the $50 price tag.
The most common font theme problem is using smart quotes (Hex 201C + 201D, Decimal 8220 + 8221) other than plain straight quotes (Hex 22, Decimal 34). But you can also ruin a font theme by using non-breaking spaces (Hex A0, Decimal 160) instead of regular spaces (Hex 20, Decimal 32). Even though a font theme is encoded in UTF-8, you should only use plain ASCII characters for the text. XML has a low tolerance for non-standard characters.
Now that you’re set up to edit, copy and paste the font theme file. The <a:latin> tag is the standard font for your theme. <a:majorFont> is for headings and <a:minorFont> for text. Fill in <a:ea> with a font that supports Chinese or Japanese (ea stands for East Asian), if you want to support those languages. The <a:cs> tag stands for complex scripts: Arabic, Thai, Hebrew and many more. For more detail on non-European language support in font themes, please see my article XML Hacking: Font Themes Complete. Or you can just leave those tags blank if you have a predictable user base that won’t require them.
A common mistake is to get too specific with the font name in font themes. The name is only the base font name as displayed in Powerpoint’s font menu. “Open Sans” will work, but “Open Sans Extrabold” will cause Word 2011 to display a blank space where the font theme should be, while Word 2016 will simply ignore the entire file.
Save the file as a text file with a .xml ending and give it the name you want to appear in the user interface. “Brandwares.xml” will appear in the Font Theme menu as Brandwares.
For Office 2016 or 2019, save this file to Users/YourUserName/Library/Group Containers/UBF8T346G9.Office/User Content/Themes/Theme Fonts. For Office 2011, save it to Users/YourUserName/Library/Application Support/Microsoft/Office/User Templates/My Themes/Theme Fonts. In current versions of OS X, the user Library is hidden by default. To open it, hold down the Alt key, while clicking on the Go menu and choosing Library.
Once it’s correctly installed, it will show in PowerPoint’s Slide Master view under the Fonts dropdown. A new Custom group will appear at the top of the list, with your font theme in it. Once you apply it and a color theme to a presentation, you can save as a theme file and distribute that to your users, it will contain the font theme you just created. Happy hacking!
Font Themes – An Alternate Method
March 2017 edit: If you have any problems creating a font theme from scratch, here’s a workaround. Open an existing font theme that come with Office and edit the font names to the ones you want to use. These files are the verbose style discussed in this article: XML Hacking: Font Themes Complete. For most uses, you only need to set the a:latin font in the a:majorfont and a:minorfont sections. Here’s where you can find the Microsoft Font Themes:
Office 2011 for Mac – Open Applications/Microsoft Office 2011/Office/Media/Office Themes/Theme Fonts and copy any of the XML files.
Office 2016 or 2019 for Mac – Open Applications, then right-click on Microsoft PowerPoint and choose Show Package Contents. Open Contents/Resources/Office Themes/Theme Colors and copy any of the XML files in there.
Here are the locations for 32-bit versions of Windows. If you’re using a 64-bit version of Windows, check the same path inside C:\Program Files (x86).
Office 2007 for Windows – Open C:\Program Files\Microsoft Office\Document Themes 12\Theme Fonts.
Office 2010 for Windows – Open C:\Program Files\Microsoft Office\Document Themes 14\Theme Fonts.
Office 2013 for Windows – Open C:\Program Files\Microsoft Office\root\Document Themes 15\Theme Fonts.
Office 2016 or 2019 for Windows – Open C:\Program Files\Microsoft Office\root\Document Themes 16\Theme Fonts.
Too complicated? We can help! Brandwares is a full service template creation service for all Office programs. Contact me at production@brandwares.com
Custom Table Styles are probably one of the more detailed hacks you’ll have to write. See the constructions details in my previous post. Besides the basic table format, there are 6 optional format layers you need to at least consider. In a minimal table style, you’ll need to include at least the Header Row, First Column and Banded Rows. Most users will expect to see these options. Total Rows, Last Columns and Banded Columns are less requested, you only need to include them if a design or client specifically requires them.
As mentioned in part 1, if you haven’t hacked XML before, please read XML Hacking: An Introduction. If you’re using a Mac, you should also read XML Hacking: Editing in OS X. In addition, an essential companion to this pair of articles is the post on setting Default Table Text, which is set in a different XML component..
Let’s take a look at how our work appears in the PowerPoint interface. First, we’ll insert a plain vanilla table. By default this takes on colors and fonts from the current PowerPoint theme:
Next, we choose the Table Tools>Design tab, open the Table Styles gallery. Up at the top a new Custom section has appeared with our new custom table style:
Select the custom table style and the default table changes to match our design. This screen shot has all formatting options turned off, so effectively we are seeing the Whole Table formatting only.
Table Style Options: Banded Rows and Header
Using the options panel in the upper left corner, we can add some of optional formatting layers we created in XML. First, let’s turn on banded rows. If you remember, we only formatted odd-numbered rows, so the banding only changes rows 1 and 3 in our example:
Next, we’ll leave banded rows on and also add the Header row. This row doesn’t count as part of the table body, so the banding moves down 1 row:
Table Style Options: First and Last Columns
Next, we’ll turn off banded rows, leave the Header as is and add the first column:
Here’s the table with First and Last Columns checked:
Table Style Options: Header and Total
And finally, Header and Total Rows:
As you can see, with some pre-planning, one table style can cover quite a few related table looks. The layer options for different features make the table useful for many different purposes and the options panel makes it fast and easy for users to try different combinations. This feature is a major advance over tables in PowerPoint 2003 and earlier, which were quite crude by comparison.Table styles a similar way in Word, PowerPoint and Excel. While Word and Excel include table style editors in their interface, PowerPoint needs to be hacked to create them. Sadly, the table style specs for the different parograms are dissferent, so it’s not possible to trasfer tables style OOXML among Word, Excel and PowerPoint.
Table Styles: What You Can’t Do
You cannot set vertical cell/row alignment or cell margins in default taxt table text or a table style. It would have been possible given the OOXML spec, but Microsoft just didn’t bother.
Of course, if the process is too complex, we’re here to help. The current price on a custom table style is US$120. Just email me production@brandwares.com
For branded documents, you want to have a unique table style. Microsoft Office programs include a pile of table styles that are auto-created by the software, but they all have that generic MS look. It’s possible to create custom styles in Excel and Word for both Windows and Mac using the program interface. But if you’re using PowerPopint, you can still create custom table styles. You just have to hack some XML!
First we have to cover how Office programs create custom tables. It’s not a simple subject, but understanding this will also help you if you’re trying to create custom table styles in Word for Windows or Excel, which actually have tools to do this in the respective programs.
Let’s start by making one thing clear: table styles do not format the font choice or size contained in the tables. Yes, I know the Word and Excel table style tools have font formatting dropdowns, yes I know Microsoft help files say that font styling is included in table styles. The truth is that font styling in a table style is limited to setting bold or italic attributes, font color and whether the table component uses the Headings or Body font as specced in the Font Theme. For typeface and size, alignment and weight/italic controls, read my post on Default Table Text
I find that it’s easier to format Office tables if I imagine that table formatting has layers. The base layer is any overall formatting that applies to the table as a whole. Then, we build layers on top of that base formatting that looks after the Header Row, probably the most common feature applied to tables. We follow this with the Total Row, the bottom one. Next, the First and Last Columns. Once these outer areas are formatted, we add layers for Even and Odd Row Banding and then Even and Odd Column Banding. Finally, we can spec special formatting for the cells in the 4 corners. This sequence moves from the general to the particular and also from the most common to the rarest formatting.
This sequence is how the table style dialogs in Word for Windows and Excel present table elements. It’s similar to the order in which we enter the information in an XML custom table style. If you follow this order, you’ll get a custom style in much less time than if, for instance, you try to start with the even and odd rows.
Word’s custom table styles are stored in the styles.xml file. This is in the word folder of an unzipped file. The comparable file for PowerPoint is called tableStyles.xml in the ppt folder. The XML is similar in concept, but the differences mean you can’t copy and paste from one program to another. If you’re not sure where to find these files, please read XML Hacking:An Introduction. If you’re editing on a Mac, you should also read XML Hacking: Editing in OS X
Below is a typical PowerPoint table style. I’ve broken the listing into 4 pieces so it fits on the page. Copy and paste them together into one listing, or download it as a zipped text file:
That's a big pile of XML to throw at you. Let's break it down, first, the section that sets parameters for the whole table. Think of this like a layer cake, with the WholeTbl section being the first layer. Then later attributes are superimposed on top of it.
Line 2 is the container tag that holds individual table styles. The last part of the tag includes the def tag that sets which table style will be used as the default. Paste in the GUID of your custom style here to make it the automatic style in a template or presentation.
From line 3 to 8, we set the font characteristics that we can: idx="minor" means the font will be the theme body font. The actual font used is set in the theme, not here. Line 5 sets a dummy font color, in this case the Office preset color Black. Then in line 8, the actual color is set to the dark1 theme color.
Line 10 begins formatting the default borders. Beginning at line 12, the left border is set to w=0, meaning it has a 0 thickness and does not display. If it did display, the color setting in line 14 would set it to bg1, or the first background color, normally white in most themes. The following sections for right, top and bottom borders are identical.
By contrast, look at line 40 for Inside Horizontal borders (the ones between each cell. Here the weight is set w=114300. The measurement units are EMUs or English Metric Unit, a made-up measurement system that allows easy conversion between English and Metric systems. At 914400 EMUs per inch, it means the line weight is 1/8 of an inch, unusually thick borders for a table.
Then, starting on line 55, are the fill settings for default cells. Line 57 set them to an RGB color value, since this is a tint not found in the theme. The color notation is hexadecimal, just as on an HTML page.
Custom Table Style Layers
Next up is the section for the odd and even-numbered horizontal bands:
In XML, an empty or unused attribute closes itself, as does the final object in a chain of references. Line 64 shows <a:tcBdr/ > with a slash right after the name. The slash closes the border attribute, indicating that adding odd-number row formatting doesn't include a change to the borders. On the other hand, the fill is active, using the Accent 6 color from the theme. Accent 6 closes itself because it's the final item of information in defining the fill.
Compare lines 72 to 76 (even-numbered rows) with 63 to 71 (odd-numbered rows). No format was set for even-numbered horizontal rows, so applying this attribute in Office will have no effect on the table appearance.
Next up are banded columns. This is similar to the banded row section: odd-numbered rows are defined, but not even-numbered. The fill color is a hexadecimal RGB, value, since this color is not in the theme:
This contains sections for font, border and fill parameters. As with the whole table section, font formatting is limited to speccing which theme font and color to use. No borders are assigned and the fill color is an RGB gray. Here are the remaining parameters for the First (leftmost) Column, the the last (bottom) row and first (top) row. In the Office interface, the top-most row is referred to as the Header Row and the bottom-most as the Total Row.
Custom Table Styles - Color Models
Here are the different ways you can spec color. Use the same syntax for fonts, borders and fills:
<a:schemeClr>: These access the Theme Colors. For the 2 pairs of light and dark colors that form the first 4 in a theme, you may see them variously as lt1, dk1, lt2 and dk2, or bg1, tx1, bg2 and tx2. Be careful with using the last 4, because Office Open XML allows mapping other colors to bg and tx. The safer choices are lt and dk. These are followed by the 6 accent colors: accent1 through accent6. Finally hlink and folHlink designate the hyperlink and followed hyperlink colors. Examples are <a:schemeClr val="lt1"/> or <a:schemeClr val="accent2"/>.
<a:srgbClr>: Sometimes you need colors that are not in the theme. This color model uses hexadecimal colors, exactly the same as used in HTML. <a:srgbClr val="F5F9FD"/> is one example.
<a:scrgbClr>: This is also RGB, but uses percentages instead of hexadecimal: <a:scrgbClr r="50%" g="50%" b="50%"/>.
<a:hslClr>: If you need to use HSL (Hue, Saturation and Luminance), this is the model for you. Try <a:hslClr hue="14400000" sat="100%" lum="50%"/>.
<a:prstClr>: These are a limited range of named colors that were used in early versions of Microsoft Office. They're just here for legacy file format support, but you'll see them used in some XML sample listings. An example would be <a:prstClr val="black"/>.
<a:sysClr>: This model allows you to use operating system colors. Beware, you'll get different results in OS X then in Windows, and users can customize their system colors as well. <a:sysClr val="windowText"/>.
Clearly, when you edit this XML by hand, you'll need to be familiar with the custom color theme used in the file and its hex values. Read my post on this subject: XML Hacking: Color Themes Next time we'll take a look at how table styles connect with the Office program interface to give the user access to these features
As always, if this seems too daunting, Brandwares is here to create custom table styles for you. Contact me at production@brandwares.com.
In my last post, I looked at adding extra color themes to PowerPoint masters. But any color theme can only hold a maximum of 10 colors (not counting the hyperlink colors, which are not available in the color picker). The solution is to add Custom Colors to the theme.
Fortunately, most versions of Office programs beginning with 2007 have a hidden capacity to display up to 50 additional colors. These form a new row below the theme colors and above the stock Microsoft row. These extra colors are not supported in PowerPoint 2008 or 2011 for OS X. While these versions will open a file with more colors, the colors do not get added to the color picker. Here’s what the color picker in every other variety of Word or PowerPoint looks like after adding additional colors:
Custom Colors in Office
OOXML Basics
If you’re new to XML hacking, be sure to read my Introduction to the subject first. If you’re editing on a Mac, there are some other considerations covered in this article. I should also clarify: a Color Theme or a Font Theme are only sub-parts of a Theme as saved by PowerPoint. A PowerPoint Theme file contains the entire presentation, including masters, layouts, and full theme files. It’s this full theme file that we need to edit. Custom colors never appear in a Color Theme file.
As with the extra color themes we looked at last time, custom colors are added to the XML theme files found in ppt>theme. I mentioned in the last article, presentations almost always include a default Office theme as a fallback and this theme is always last in the list. So in a presentation with 1 color theme, there will be a theme1.xml and a theme2.xml inside the theme folder. Ignore theme2.xml and customize only theme1.xml.
Setting Custom Colors
These colors are the last category in a theme file, so it’s easy to find. As before, we expand the PowerPoint file (really a zip archive with a different file ending), open ppt/theme, open theme1.xml in a text editor and reflow the text to be humanly readable. Then scroll all the way down to the end. An unmodified file will only display the <a:extraClrSchemeLst/> self-closing tag. To add more colors, we add a new branch to the tree. Below <a:extraClrSchemeLst/>, we type a new entry: <a:custClrLst>. This is followed by our additional color definitions and the closing tag </a:custClrLst>. Here’s what a list of custom colors as seen in the screenshot above would look like in XML:
A nice feature here is that, unlike color themes, you can actually supply a name for the color. This is followed a hexadecimal RGB color value, as used in web design. This list has only 8 colors, but there is room for up to 50 in the color picker. If you read the last article about color themes, you’ll soon realize that each theme file can have a different set of additional colors that goes with it as well. The combination of themes and custom colors gives you 18 colors per theme to play with, almost enough for the most color-crazed designer!
Custom colors can be added to the theme1.xml file in Word and Excel using exactly the same syntax. The colors appear in the color picker as expected in Word but are partially ignored in Excel. In Excel, these colors display for almost all objects on the Insert tab: Text Boxes, Shapes, SmartArt, Charts, WordArt, etc. But if you’re seeking to format worksheet text, cell fills or borders, they do not show. (Thanks to reader Kaz for pointing this out.)
Custom Colors in Columns
By default, the colors appear in 5 rows of 10 colors each. Some designers prefer to display the colors in columns instead of rows. To work around this, add your colors to form the top row of your columns. Then complete the row of 10 with dummy colors that have a value of FFFFFF and blank as a name:
Another limitation is that if you save a presentation as a Theme (*.thmx) file, custom colors in the presentation don’t get added to the Theme file. You’ll have edit a saved Theme file to add the custom colors to it, then they can be applied to another file. Or you can save the original presentation as a Presentation (*.pptx, *.pptm) or Template (*.potx, *.potm) to preserve the Custom Colors.
By extension, this also means that to add custom colors to Word by applying a PowerPoint Theme file, you must edit the Theme file to add the custom colors. Or course, you can hack the Word document or template to get them. The file name in Word will be the same: theme1.xml, but it is to be found in the word/themes folder instead of ppt/themes. As with PowerPoint, custom colors are added to the very end of the theme.xml part.
If you have added custom colors, then duplicate the slide master, the custom colors will also be duplicated (each slide master has a separate theme file as well). But if your first slide master has custom colors and you simply create a second slide master, the second master will not include the custom colors in it’s theme.
Unlike theme colors, custom colors are not automatically applied to charts. Automatic chart coloring in PowerPoint, Excel and Word is limited to 6 settable colors (see this post for chart coloring details). After that, the host program starts generating automatic variants based on the theme. However, for the detail-oriented among us, manual recoloring of data series with custom colors is very convenient and miles above the previous technique, inputting RGB values from text.
I’ve written a lot about PowerPoint, but the additional colors can be used anywhere in Word as well. In Excel, you get partial access. Most objects on the Insert tab can have custom colors applied, like AutoShapes and SmartArt. Custom colors cannot be used for worksheet formatting. Cell and font coloring won’t use use them, they just don’t appear in the color picker for those objects.
We’re here to do this for you, if you prefer! Please contact me at production@brandwares.com. Next time, I’ll tackle formatting custom table formats in XML. This is a complex subject, so it will take at least 2 posts. Stay tuned!
With the introduction of Office 2007, Microsoft changed the basic file format that underlies Word, PowerPoint and Excel. Instead of the proprietary and mostly undocumented format that ruled from Office 97 to Office 2003, Microsoft made a smart decision and switched to XML. This is tagged text, similar in structure and concept to HTML code with which you may already be familiar.
XML opens up a world of possibilities for automated document construction, but that’s a topic for another day. The everyday relevance for you and I is that if a Word or PowerPoint file isn’t doing what you need it to do and there are no tools in the program for the job, we can now dive in a edit the file ourselves. If you’re a point-and-click user, this is probably not thrilling. But if you’re a hacker at heart, a midnight coder or just a curious tinkerer, you can do some cool stuff.
The main tool you’re going to need is a text editor. While you can get away for a while with Notepad or TextEdit, those simple text editors don’t quite have the tools that get the job done efficiently. On Mac, I use BBEdit and on Windows I reach for Notepad++. BBEdit is reasonably-priced shareware and Notepad++ is freeware. They have a similar style of operation, so if you’re a cross-platform hacker it’s easy to switch between them. Notepad++ uses a plugin system, so you can add tools. For this job, you’re definitely going to want the free XML plugin. To install that, choose Plugins>Plugins Admin, scroll down the list to XML Tools, select it and click on Next. While you’re installing, aAnother very useful NotePad++ plugin is Compare.
The macOS requires somewhat more care with handling expanded Office files, or they won’t open after being rezipped. Please see this article for the best procedure on a Mac. The rest of this article mentions Windows methods, but the XML file structure is the same on both platforms.
Word, Excel and PowerPoint files in the new format are actually simple Zip files with a different file ending. Getting into them couldn’t be easier: if you’re using Windows, add .zip to the end of the file (a copy of the file, if it’s anything important). You’ll get a warning from your OS, but you know what you’re doing! Now unzip it. Out pop several folders of XML, plus a top-level file or two.
Inside a simple Word file. The document text is stored in document.xml
Select one of the files and open it in your text editor. All the files have been linearized to minimize file size. This is where your XML tools come into play. In Notepad++, choose Plugins>XML Tools>Pretty Print (XML Only – with line breaks). Now you have a nicely indented, easy-to-read page to edit. When you’re done, it’s not necessary to re-linearize. Word, PowerPoint or Excel will do that for you later.
For people using Window’s built-in zip utility, there is an easy mistake to watch out for. By default, unzipping a file in Windows creates a new folder named for the file being expanded. If, when you’re re-assembling the file, you include this top-level folder, PowerPoint will raise an error about unreadable content in the presentation. To avoid this, first open the folder that Windows created. Select the _rels, docProps and ppt folders, plus the [Content_Types].xml file, then create a zip file from them.
As an alternative to unzipping/rezipping files in Windows, download the free 7-Zip utility. After installing, set your text editor as the 7-Zip editor. Then right-click on the Office file you want to edit and choose 7-Zip>Open Archive. A window opens showing the OOXML folders and files. Find the file you want to edit, right-click and choose Edit. Edit only 1 file at a time in 7-Zip, closing your text editor and updating the file each time. Otherwise, some or your changes may be lost.
XML hacking is useful for Excel or Word when you want to add additional color themes, lock graphics, or when you need to rescue a corrupt document. But it really shines with PowerPoint, allowing you to create custom table formats, extra custom colors that don’t fit into a theme, setting the default text size for tables and text boxes, and more. This technique separates the PowerPoint pros from the wannabes.
In my next post, I’ll get into the specifics of some cool XML hacking Office tricks. In the mean time, check out text editors and XML tools so you’re ready to hack!
A plain vanilla PowerPoint file: more complex than Word.
Corporate users in marketing and sales departments frequently need to produce complex documents. Proposals and RFQ/RFPs fit into this category. Modular documents make it easier to produce these files, but Microsoft Word is is not modular by nature.
Users need to add and remove sections of the document to increase the relevance to the potential buyer. If you’ve used Microsoft Word for more than a few minutes, you’ve noticed that its documents are not modular in the least. Each section in a document is dependent on information from other sections. Even the trained Word users find it difficult to remove a Word section or set of pages without trashing the whole file.
The wrong path: Trying to use PowerPoint for Modular Documents
For some clients, this leads them down the wrong road. They notice that PowerPoint has great page modularity. You can remove slides, move them around and add new ones without having any effect on the existing ones. So they request that their proposal template be formatted in PowerPoint. Genius brainwave? NOT!
PowerPoint is missing so many long-document functions that this is a terrible solution. What you gain in modularity, you more than lose in productivity. PowerPoint is missing typestyles, automatic tables of contents, page margins, end notes, table styles, cross-referencing, bookmarks and much more. Users can get around all of these by spending more time manually formatting, but isn’t that what the client was trying to avoid in the first place?
There are 2 alternatives for modular documents. Both are better than the PowerPoint “solution”. One is Microsoft Publisher, and the other is good old Word, used in a slightly different way.
Microsoft Publisher for Modular Documents
First, I’ll cover Publisher, because it’s less well known and deserves to be used more. Microsoft Publisher is included with many versions of Office, so it’s likely your client already has it installed. It follows many Microsoft conventions, so the learning curve is not too steep. Publisher is a full-fledged desktop publisher program with an interface similar to Adobe PageMaker, if you’ve been around that long.
Unlike Word, Publisher uses CMYK and Pantone colors, does color separations, has measurements to 1/1000″ and, most germane to our discussion, has Master Pages! This latter feature makes it easy to create a modular document. All pages are completely independent of one another. No section or page breaks to foul up formatting. No pictures anchored to text that move around. The main catch with Publisher is that people don’t know it’s there, so they have to do some learning.
OK, so maybe learning is a roadblock. That’s OK, there is another way that’s still better than PowerPoint for proposals. Word!
Using Word for Modular Documents
Word is useable for modular documents as long as you know about Master Documents. A Master Document is like a super file that links a number of Word documents. Simply put, you create separate Word files for each section of your long document. Then you use a Master Document to link them for printing. The sub-documents can be edited, moved and deleted with ease. Your client gets flexibility in document structure and only has to learn one new thing!
Word has had this feature for a long time, but it got a bad reputation. This was because users would assemble Master Documents and then try to maintain the large assembly as one entity. Almost inevitably, corruption of the Master Document would ensue and users would have to start over. So what’s changed?
Over the years, Word has gotten more stable. The Master Document feature doesn’t get corrupted as easily. But the deepest secret is that you create a Master Document to print the files, then you throw it away! Trying to preserve it by editing it is what creates the problems, so don’t try to preserve it. A Master Document is a temporary device used only at output time. Remember that and you will never have a problem.
We can help your client with Master Documents. We write tutorials that cover every step of creation, assembly, printing and follow-up. We also write macros that create instant Master Documents from a folder full of sequenced Word files. This is much easier than toiling away with manual formatting in PowerPoint. Give us a call to solve your modular document challenges, or email me at production@brandwares.com.
Love it or hate it, but Microsoft has made decisions on how you should work with office software. Working within their limitations, your users can have productive careers and get things done. Ignore the limits and you are sentencing your users to hours of formatting hell. A prime example is Office charts
Office charts should have 6 colors maximum. The is a rule made by Microsoft. The exception to this rule is charts in Excel 2003 and earlier, which can have a maximum of 56 colors (see my previous posts for the details on Excel 2003). The following applies to Microsoft Word, but it’s more often a problem in PowerPoint.
If you design charts with more than 6 colors, you are forcing your users to either:
copy, paste and reformat a sample chart into the one they want, or
manually enter the colors for the series above 6 from a reference table of RGB values.
Neither of these could be considered a PowerPoint “Standard Operating Procedures”. Both workarounds are slow and error-prone.
Office Charts in Office 2003 for Windows or 2004 for Mac
PowerPoint 2003 Some color palette slots are used for as many as 3 functions. This makes it tricky to design a color sequence that works for all purposes.
PowerPoint only has code in place to automatically assign 6 palette colors to charts. In PowerPoint 2007 and higher, these are 6 distinct colors that are only used for charts and object fills. In PowerPoint 2003 and earlier, the chart colors are taken from the 8-color palette that is used for other elements as well. This has consequences you have not considered. Here’s how it works:
PowerPoint 2003 and earlier have color palettes with 8 colors maximum. In order, the colors are used for Backgrounds, Text and lines, Shadows, Title text, Fills, Accent, Accent and Hyperlink and finally Accent and followed hyperlink. Applying the recommended color position to a presentation element will mean that that element can be automatically updated if the palette is changed. This is a handy way to create color-coded sections in a presentation.
However, the same colors are used for Office charts. The colors are assigned in this order: Chart Color #1 is always taken from the Fill position. CC#2 is Accent, CC#3 is Accent and hyperlink, CC#4 is Accent and followed hyperlink, CC#5 is Shadows and CC#6 is Title text. Therefore, if you have designed a series of chart colors that is different from the code colors used the the presentation, you must give your users one of two headaches:
User headache number 1: You assign the color palette positions to create an automatically-filled chart, then manually assign all other presentation elements with RGB colors. This means new charts look swell, but color-coded sections cannot be easily updated. In fact, the colors of the entire presentation are must be updated manually element by element. Slow!
User headache number 2: You assign the color palette positions to the correct elements i.e., Title text is filled from the Title text palette position. New charts come in with goofy colors and each series must be manually reassigned from RGB values.
For PowerPoint 2003 and earlier, Microsoft has decided you only need 8 colors for everything. Designing with more colors does not make it a better design. It just makes it harder to use.
Office Charts in Office 2007/2010/2013/2016 for Windows or 2008/2011/2016 for Mac
For PowerPoint 2007 and later, Microsoft has decided you only need 12 colors for the presentation. Fortunately, now there is separation between color functions, with 2 colors for backgrounds, 2 for text, 6 for charts and fills and 2 specifically for hyperlinks. But you still only get 6 automatic chart colors. And in Office charts as in so many Office features, if it isn’t automatic, it’s a time-waster. So the advice still holds that speccing more colors is really imposing lower productivity on your users.
Charts apply this sequence in a predictable way. In a standard column chart, the leftmost column is color #1, with each extra column getting the next color in the sequence. Stacked columns display color #1 as the bottom layer and pie charts apply color #1 to the first pie segment, and by default this pie segment has its left border at 0 degrees, pointing straight up. If you design the presentation with this in mind, implementation is easy for the user.
In Office 2007 and later, there is one potential workaround that gives users access to 10 additional colors. It’s the Custom Color XML hack. This hack adds colors to the color picker in Windows and in Office 2016 for Mac. These colors cannot fill charts automatically and they will not show in the Office 2008 or 2011 for Mac color picker. However, it’s still a less cumbersome workaround than the 2 kludges I mentioned at the start of this article.
Are these limitation fair? No. Are Microsoft’s choices well considered? Not really. Are you going to change the way PowerPoint works by ignoring its limitations? Sadly, the answer is also no.
My recommendation is to incorporate a little Zen into your attitude, accept that PowerPoint (particularly the 2003 and earlier versions) is a deeply flawed and limited program. Then go and create some great Office chart designs with 6 colors or less that are easy to use.
The Invisible Characters are Word formatting entities, hidden by default. Master them to rule Word. Ignore them and you are just another Word user stumbling in the darkness.
Last week’s post covered how to display these invisible characters. If you’re not sure what the heck we’re talking about here, go back and read that post first.
Page and Column Break Invisible Characters
Chief among the invisible characters are the Breaks. Microsoft used to group all the breaks together in Word for Windows and still does on the Mac, even though their actual functions are very different. Let’s begin with the “safe” breaks, the ones that won’t wreck your document. These are the Page and Column Breaks, invisible characters #1 and 2.
The Page Break creates a new page immediately after it.
A Page Break is a special character that tells Word to start a new page. That’s all it does, it’s very straight-forward to use. Entering or deleting a Page Break will never screw up your document. This is the best way to create a new page.
Do not ever create a new page by typing a series of carriage returns. NEVER! EVER! The space taken by a series of carriage returns is a function of the specific font installed on your computer. Change fonts or move the file to a new computer and the carriage return space can easily change. The result is that your next page copy creeps on to the preceding page, or the new page starts with a blank line at the top. Not good. Just insert a Page Break and be done with it.
The Column Break starts a new column. In the last column on a page, it starts a new page.
Invisible character #2 is the Column Break. This is similar to the Page Break, but it creates a break to the next column and when you’re in the last column, a break to the next page. Inserting a Column Break in a 1-column layout has the same effect as inserting a Page Break.
Section Break Invisible Characters
Then we get into the Section Breaks. These are a different animal than the Page and Column Breaks and can wreck your formatting if not used with care. Section Breaks hold information for the preceding section such as margins, page layout and header & footer formatting. Deleting a Section Break forces the section that it ended to take on the formatting of the section after it. The Section Break at the end of the amalgamated sections is now in charge.
The Continuous Section Break creates a new section without creating a new page.
The most useful of the Section Breaks is the Continuous Section Break (invisible character #3). This creates a new section without creating a new page. A Continuous Break will automatically balance columns in the section it ends. It’s indispensable in fillable forms, since it marks the boundary between free-text and locked areas of the form. When you need to create an area with a different number of columns, reach for the Continuous Break.
This creates both a new section and new page immediately after it.
Invisible #4 is the Next Page Section Break. It’s also the most dangerous, because some users assume it’s equivalent to a simple Page Break. They insert them everywhere they want a new page and end up with dozens or hundreds of sections in their document. Then they wonder why their footers are messed up! Next Page Section Breaks should not be common. Use them to insert a landscape page in the middle of a portrait document, to create new chapters or other regular distinctive section formatting, or to format a different last page. Other than that, you probably shouldn’t be using them.
The Even and Odd Page Section Breaks create a new page and section with the corresponding header or footer type.
Then we have the Even and Odd Page Section Breaks (invisible characters #5 and 6). Once every 10 years you need these. They are used in conjunction with even and odd page headers/footers and don’t do much else. Their only function is to force an even or odd page header or footer where one would not naturally occur.
Paragraph and Anchor Invisible Characters
Now we move on to other invisible characters that have a more local scope: they only affect a small area of your documents. The most important of these is Invisible #7, the Paragraph Mark. Its function is analogous to the section breaks: the Paragraph Mark contains the formatting for the preceding paragraph. Delete it and the Paragraph Mark from the following paragraph takes over.
The Paragraph Mark holds the paragraph formatting for the paragraph it ends.
Paragraph Marks contain the default character formatting for the paragraph, plus all paragraph formatting such as indentation, line spacing, tabs, bullets and numbering
Paragraph Marks also serve as the character to which graphics, frames and text boxes are anchored. That brings us to invisible character #8, the Anchor. In Word, every item is either in the text string, or is anchored to the text string. The default anchoring is for the graphic to be positioned relative to the paragraph to which it is anchored. This makes for a very fluid document: when text is edited, the anchored pictures move around to stay close to their Anchors.
The Anchor shows to which paragraph mark a graphic or text box is anchored.
You can change the positioning to be absolute, so the graphic stays in the same position regardless of where the anchor is on the page. This does not eliminate the anchor! If the text moves to another page, the anchored graphic moves with it. It is not possible in Word to place a graphic on page 5 and have it stay there. It is always anchored to text and when the text moves, the graphic moves too.
By the same token, if the paragraph mark to which the graphic is anchored is deleted, the graphic will also be deleted!. This is why it’s so important to make those invisible characters visible. You really can’t see what you’re doing otherwise.
Bonus: the Bookmark Invisible Character
The square grey brackets show bookmarked text. Each Bookmark is named, to facilitate referencing it.
Today’s bonus invisible character is the Bookmark. Technically, this isn’t a character, it’s a range (an arbitrary subsection of a document similar to a selection). Bookmarks enable you to automatically relay information from one part of a document to another. One example is a document title that you also want to appear in the footer of each subsequent page. Select the title, insert a bookmark. Then, in the footer, insert a REF field. This field links back to the bookmark and always keeps the footer correctly updated. An easy fix that looks like magic to your clients. But you have to be able to see the bookmark!
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