How to Insert Table of Contents

L

LoopyLou

Version: 2008 Operating System: Mac OS X 10.5 (Leopard) Hello,

I am really struggling to insert an automatic Table of Contents... I have looked at the previous posts and tried to follow these step by step, but am not getting anywhere.

I am trying to change all the headings into Heading 1, but I click apply and it wont let me. Then when I insert table, it brings up all the other drawings and text from the whole document so that my TOC is 14 pages long!!

Please please help me - I have literally been trying to do this all day.

Thanks very much in advance,
Louisa
 
C

CyberTaz

It isn't clear which "previous posts" you're referring to but that could be
what is confusing the issue for you. There are numerous postings which
pertain to TOCs but many involve variations or special instructions based on
the user's specific requirements.

The basic process is to use Word's built-in Heading Styles 1 through 9 to
format the chapter titles/headings/subheadings in your document. If you're
not familiar with the use of Styles it would be a good idea to view this
Tutorial first: Format your document by using styles

Once the styles have been applied to those components you can specify how
many Level (starting with Level 1 Headings, such as '1-3') you want to have
included in the TOC. Only those components formatted using those styles
(Heading 1, Heading 2 or Heading 3) will be included. See the topic: Add a
table of contents based on heading styles.

Both of those topics can be accessed from the Help menu in Word by selecting
Help> Word Help then typing the search term -- don't use the white search
field in the Help menu. Or you can go to the Mactopia "Help and How-To"
pages to access the information

<http://www.microsoft.com/mac/help.mspx?product=Word 2008&app=4>

This video contains useful info on creating a TOC as well & is also included
on the web site: Add a cover page, header, and other document elements in
Word 2008.

If you still have any particular questions or problems please don't hesitate
to post them. Just keep in mind that the responders here need specific &
descriptive details in order to offer as assistance.

HTH |:>)
Bob Jones
[MVP] Office:Mac
 
P

Patty Winter

The basic process is to use Word's built-in Heading Styles 1 through 9 to
format the chapter titles/headings/subheadings in your document. If you're
not familiar with the use of Styles it would be a good idea to view this
Tutorial first: Format your document by using styles

Once the styles have been applied to those components you can specify how
many Level (starting with Level 1 Headings, such as '1-3') you want to have
included in the TOC. Only those components formatted using those styles
(Heading 1, Heading 2 or Heading 3) will be included. See the topic: Add a
table of contents based on heading styles.

Although defining one's headlines using styles Headings 1-9 is the
traditional way to set up things for a ToC, Louisa should actually
be able to create a ToC from whatever style the headlines are currently
in, right? I just encountered this the other day when I realized that
my main headings in a certain document (whose styles weren't defined by
me) weren't getting captured in the ToC. I went into the Options section
of the ToC dialog box and defined Main Title as the Level 1 ToC entry
and Heading 1 as the Level 2 ToC entry. Worked perfectly.

Since Louisa is having trouble applying Headline 1 to her headlines
(and I don't know why that would be), perhaps she should just go with
the flow and use the existing style for her ToC. Of course, if the
existing style of the headlines is the same as the style for the body
copy, then she's got a problem. :) She'll need apply a different style
to the headlines one way or another, whether it's called Heading 1 or
something else.


Patty
 
J

John McGhie

Hi Patty/Louisa:

Patty, what you say is quite correct, but unless you know what you are
doing, you are likely to get into "more trouble" by using something other
than the built-in "Heading" styles.

Louisa: Your description is very characteristic of damage caused by
unresolved Tracked Changes. If you enable Track Changes in a document, it
duplicates lumps of text to show adds and deletions.

The Table of Contents Generator adds a series of bookmarks around each
"heading". If Track Changes has unresolved changes in there, often you get
the indication you are suffering, where "half the book" ends up in the TOC.

Sorting this out is straight-forward once you understand what has happened,
but it can be very laborious!

1) Make a copy of that document (we're going to do some major surgery here,
so we need a back-up we can go back to...)

2) Accept ALL changes in the document, then save, close, and re-open it.

Now try. I am particularly interested in " I am trying to change all the
headings into Heading 1, but I click apply and it wont let me.". I want to
know what does it do 'instead'?

You should be in Page Layout View, with your Paragraph Marks turned on so
you can see what you are doing. Click the "Show/Hide" button on the
Standard toolbar to make the paragraph marks visible.

All formatting for a paragraph is contained in the paragraph mark at the end
of that paragraph: if you cannot see the para marks, you go spinning out of
control.

Similarly, if you hide tracked changes in the document, you cannot see what
you are doing.

3) Now, open the Toolbox, open the Styles segment, and scroll so you can
see Heading 1.

4) Click in a heading so the cursor is just an insertion point. Do not
select any text. The rules all change if you select text.

5) Click "Heading 1" in the Formatting Palette (the Toolbox).

The result should be that the paragraph you clicked in should instantly
change to the formatting of Heading 1 style. If it doesn't, tell us what
happens instead.

Due to a bug in Word, if you have any text selected when you click the
Heading 1 style, Word applies a CHARACTER style named Heading 1 instead of
the paragraph style you need for the TOC generator. After that, very
strange things can happen.

Patty is quite correct, you can use any style you like in a Table of
Contents, but that means the number of possible variations to the process
becomes very large, and it makes it very difficult to configure the Table of
Contents to allow for all the variations. You can do it, but it's the
advanced course :)

I suspect your document will come right when you accept all changes. If it
doesn't, stick with us, we'll help you bring that critter back under
control.

Hope this helps

Although defining one's headlines using styles Headings 1-9 is the
traditional way to set up things for a ToC, Louisa should actually
be able to create a ToC from whatever style the headlines are currently
in, right? I just encountered this the other day when I realized that
my main headings in a certain document (whose styles weren't defined by
me) weren't getting captured in the ToC. I went into the Options section
of the ToC dialog box and defined Main Title as the Level 1 ToC entry
and Heading 1 as the Level 2 ToC entry. Worked perfectly.

Since Louisa is having trouble applying Headline 1 to her headlines
(and I don't know why that would be), perhaps she should just go with
the flow and use the existing style for her ToC. Of course, if the
existing style of the headlines is the same as the style for the body
copy, then she's got a problem. :) She'll need apply a different style
to the headlines one way or another, whether it's called Heading 1 or
something else.


Patty

--

The email below is my business email -- Please do not email me about forum
matters unless I ask you to; or unless you intend to pay!

John McGhie, Microsoft MVP (Word, Mac Word), Consultant Technical Writer,
McGhie Information Engineering Pty Ltd
Sydney, Australia. | Ph: +61 (0)4 1209 1410 | mailto:[email protected]
 
P

Patty Winter

Louisa: Your description is very characteristic of damage caused by
unresolved Tracked Changes.

Interesting. I hope that does the trick for Louisa.
Patty is quite correct, you can use any style you like in a Table of
Contents, but that means the number of possible variations to the process
becomes very large, and it makes it very difficult to configure the Table of
Contents to allow for all the variations. You can do it, but it's the
advanced course :)

:) True. It will indeed be easier for Louisa if she can get her
headlines to accept the Heading 1 designation instead of dealing
with defining something else as the Level 1 ToC entry.

Louisa, please let us know what happens. Like John, I'm curious what
happens when you try to apply a different style to your headlines.


Patty
 
L

LoopyLou

Hi All

Thanks very much for your replies!!
John, I have followed your steps and have conquered it - thanks very much!! My TOC is now looking much better, apart from one thing...

I got to Inset>Index &amp; Tables> TOC> From Template> OK, but for some reason all the text is red. Could you please tell me how to change the colour?

And thanks again for your help - greatly appreciated!

Louisa
 
D

DavidMackenzie via MacKB.com

I have followed this discussion with great interest as I struggle to format
my son’s Fine Art Masters thesis by Friday: he’s a dab hand with a video
camera but woeful with Word and deadlines! I thought I could bend Word to my
will but I have just changed from a PC to a Mac Powerbook Pro with OS X 10.6.
2 and Office 2008 and, Wow! - all the rules changed overnight. Some of the
directions given in this thread appear not relevant to 10.6.2, Louisa uses 10.
5.

I am having great trouble with the ToC. I’ve ensured that all Tracked Changes
have been accepted and Track Changes is Off.

I have used Headings 1 through 4 in the body of the text but I did modify
them all to our requirements. I applied the respective styles by first
putting the cursor in the line and not by selecting the heading as directed
earlier in this thread.

I put my cursor where I wanted the ToC to be, clicked on the Document
Elements > Table Of Contents > Insert a Table of Contents > Create with -
then I have the option of either (i) Heading Styles or (ii) Manual Formatting
and then a choice of five different layouts: I chose (i) and the first layout
offered. Either one gives me a ToC of sorts that requires a lot of formatting.
For a start, these have only three levels so I need to increase the number of
levels to four.

However, search as I may, I cannot find how to do this. I can edit the
individual lines in the ToC for general reformatting. I tried Insert >
Document Elements > Table of Contents but all the final options were greyed
out; I thought it may offer a dialogue box. Snow Leopard is shy on dialogue
boxes.

I can do a limited amount of editing from the Tool Bar and Menus and I have
effected some changes by modifying the relevant TOC styles as they apply to
different levels in the ToC. I do not seem to be able to change TOC 3 from
grey to black. I removed Numbered List from the word “Contents†but cannot
restart numbering from 1 at Part 1. How do I further edit the individual
entries in the ToC? Should I apply the standard Heading 1 through Heading 4
styles in the body of the document and edit them after the ToC has been
created or was I on the money by modifying the styles before applying?

So close yet still, so many questions. Your valued help would be greatly
appreciated.

David Mackenzie
Canberra Australia



John said:
Hi Luisa:

My first thought would be "Turn off tracked changes!!"

When you "Track changes" in a Word document, text that is inserted gets
coloured blue, text that gets deleted gets coloured red. But no text, ever,
gets deleted!

So you should turn off Track Changes, and then Accept All Changes. Look in
the Word Help for the topic "Collaborate effectively with Track Changes" for
a full description of this.

If it's not that, then you need to change the formatting of the TOC styles.
Click the first paragraph in the TOC, then
Format>Style>Modify>Format>Font... And turn off the red colour.

Hope this helps

On 22/03/10 9:08 PM, in article (e-mail address removed)2ac0,
[quoted text clipped - 8 lines]

--

The email below is my business email -- Please do not email me about forum
matters unless I ask you to; or unless you intend to pay!

John McGhie, Microsoft MVP (Word, Mac Word), Consultant Technical Writer,
McGhie Information Engineering Pty Ltd
Sydney, Australia. | Ph: +61 (0)4 1209 1410 | mailto:[email protected]
 
C

CyberTaz

Hi David;

Sounds like you're moving in the right direction but the detour is occurring
because you're being distracted by the Document Elements. Not denigrating
the efforts of MacBU, but unless you're dealing with very fundamental
document construction they're best avoided :)

Instead, go to Insert> Index & Tables, Table of Contents. It is set by
default to work based on the built-in Heading Styles you're using. It also
provides the option to specify as many of the Heading Levels as you wish.

See if that doesn't give you better results.

BTW, version of OS X makes no difference. The apps operate the same way on
any version of the OS which supports that version of the software. Any
issues are directly related to the individual documents based on what
has/has not been done within it (assuming that there is no issue involved
such as a corrupt template or preferences file).

HTH |:>)
Bob Jones
[MVP] Office:Mac



I have followed this discussion with great interest as I struggle to format
my son¹s Fine Art Masters thesis by Friday: he¹s a dab hand with a video
camera but woeful with Word and deadlines! I thought I could bend Word to my
will but I have just changed from a PC to a Mac Powerbook Pro with OS X 10.6.
2 and Office 2008 and, Wow! - all the rules changed overnight. Some of the
directions given in this thread appear not relevant to 10.6.2, Louisa uses 10.
5.

I am having great trouble with the ToC. I¹ve ensured that all Tracked Changes
have been accepted and Track Changes is Off.

I have used Headings 1 through 4 in the body of the text but I did modify
them all to our requirements. I applied the respective styles by first
putting the cursor in the line and not by selecting the heading as directed
earlier in this thread.

I put my cursor where I wanted the ToC to be, clicked on the Document
Elements > Table Of Contents > Insert a Table of Contents > Create with -
then I have the option of either (i) Heading Styles or (ii) Manual Formatting
and then a choice of five different layouts: I chose (i) and the first layout
offered. Either one gives me a ToC of sorts that requires a lot of formatting.
For a start, these have only three levels so I need to increase the number of
levels to four.

However, search as I may, I cannot find how to do this. I can edit the
individual lines in the ToC for general reformatting. I tried Insert >
Document Elements > Table of Contents but all the final options were greyed
out; I thought it may offer a dialogue box. Snow Leopard is shy on dialogue
boxes.

I can do a limited amount of editing from the Tool Bar and Menus and I have
effected some changes by modifying the relevant TOC styles as they apply to
different levels in the ToC. I do not seem to be able to change TOC 3 from
grey to black. I removed Numbered List from the word ³Contents² but cannot
restart numbering from 1 at Part 1. How do I further edit the individual
entries in the ToC? Should I apply the standard Heading 1 through Heading 4
styles in the body of the document and edit them after the ToC has been
created or was I on the money by modifying the styles before applying?

So close yet still, so many questions. Your valued help would be greatly
appreciated.

David Mackenzie
Canberra Australia



John said:
Hi Luisa:

My first thought would be "Turn off tracked changes!!"

When you "Track changes" in a Word document, text that is inserted gets
coloured blue, text that gets deleted gets coloured red. But no text, ever,
gets deleted!

So you should turn off Track Changes, and then Accept All Changes. Look in
the Word Help for the topic "Collaborate effectively with Track Changes" for
a full description of this.

If it's not that, then you need to change the formatting of the TOC styles.
Click the first paragraph in the TOC, then
Format>Style>Modify>Format>Font... And turn off the red colour.

Hope this helps

On 22/03/10 9:08 PM, in article (e-mail address removed)2ac0,
[quoted text clipped - 8 lines]

--

The email below is my business email -- Please do not email me about forum
matters unless I ask you to; or unless you intend to pay!

John McGhie, Microsoft MVP (Word, Mac Word), Consultant Technical Writer,
McGhie Information Engineering Pty Ltd
Sydney, Australia. | Ph: +61 (0)4 1209 1410 | mailto:[email protected]
 
J

John McGhie

One more thing to add to Bob's excellent answer:

Choose the format "From Template" when you insert the TOC, otherwise Word
will overwrite the formatting for your TOC styles every time the TOC is
generated.

I agree with Bob: Almost all the of the stuff in the Elements Gallery causes
more problems than it solves, and should be avoided.

You would be better off looking at this Word Help topic "Customize and save
table of contents formatting".

This is one of the most stolen articles on the web:
http://word.mvps.org/FAQs/numbering/NumberingExplained/NumberingInAction/TOC
..htm

Along with this one:
http://word.mvps.org/FAQs/Formatting/TOCSwitches.htm

And Shauna Kelly's overall:
http://www.shaunakelly.com/word/toc/CreateATOC.html

Really, Tables of Contents have not changed AT ALL through the various
versions of Word. The only difference is that they have added more and more
brightly-coloured switches and buttons to attract the easily-distracted, and
in doing so, have made the original tools progressively harder to use.

Hope this helps


Hi David;

Sounds like you're moving in the right direction but the detour is occurring
because you're being distracted by the Document Elements. Not denigrating
the efforts of MacBU, but unless you're dealing with very fundamental
document construction they're best avoided :)

Instead, go to Insert> Index & Tables, Table of Contents. It is set by
default to work based on the built-in Heading Styles you're using. It also
provides the option to specify as many of the Heading Levels as you wish.

See if that doesn't give you better results.

BTW, version of OS X makes no difference. The apps operate the same way on
any version of the OS which supports that version of the software. Any
issues are directly related to the individual documents based on what
has/has not been done within it (assuming that there is no issue involved
such as a corrupt template or preferences file).

HTH |:>)
Bob Jones
[MVP] Office:Mac



I have followed this discussion with great interest as I struggle to format
my son¹s Fine Art Masters thesis by Friday: he¹s a dab hand with a video
camera but woeful with Word and deadlines! I thought I could bend Word to my
will but I have just changed from a PC to a Mac Powerbook Pro with OS X 10.6.
2 and Office 2008 and, Wow! - all the rules changed overnight. Some of the
directions given in this thread appear not relevant to 10.6.2, Louisa uses
10.
5.

I am having great trouble with the ToC. I¹ve ensured that all Tracked Changes
have been accepted and Track Changes is Off.

I have used Headings 1 through 4 in the body of the text but I did modify
them all to our requirements. I applied the respective styles by first
putting the cursor in the line and not by selecting the heading as directed
earlier in this thread.

I put my cursor where I wanted the ToC to be, clicked on the Document
Elements > Table Of Contents > Insert a Table of Contents > Create with -
then I have the option of either (i) Heading Styles or (ii) Manual Formatting
and then a choice of five different layouts: I chose (i) and the first layout
offered. Either one gives me a ToC of sorts that requires a lot of
formatting.
For a start, these have only three levels so I need to increase the number of
levels to four.

However, search as I may, I cannot find how to do this. I can edit the
individual lines in the ToC for general reformatting. I tried Insert >
Document Elements > Table of Contents but all the final options were greyed
out; I thought it may offer a dialogue box. Snow Leopard is shy on dialogue
boxes.

I can do a limited amount of editing from the Tool Bar and Menus and I have
effected some changes by modifying the relevant TOC styles as they apply to
different levels in the ToC. I do not seem to be able to change TOC 3 from
grey to black. I removed Numbered List from the word ³Contents² but cannot
restart numbering from 1 at Part 1. How do I further edit the individual
entries in the ToC? Should I apply the standard Heading 1 through Heading 4
styles in the body of the document and edit them after the ToC has been
created or was I on the money by modifying the styles before applying?

So close yet still, so many questions. Your valued help would be greatly
appreciated.

David Mackenzie
Canberra Australia



John said:
Hi Luisa:

My first thought would be "Turn off tracked changes!!"

When you "Track changes" in a Word document, text that is inserted gets
coloured blue, text that gets deleted gets coloured red. But no text, ever,
gets deleted!

So you should turn off Track Changes, and then Accept All Changes. Look in
the Word Help for the topic "Collaborate effectively with Track Changes" for
a full description of this.

If it's not that, then you need to change the formatting of the TOC styles.
Click the first paragraph in the TOC, then
Format>Style>Modify>Format>Font... And turn off the red colour.

Hope this helps

On 22/03/10 9:08 PM, in article (e-mail address removed)2ac0,

Hi All

[quoted text clipped - 8 lines]

Louisa

--

The email below is my business email -- Please do not email me about forum
matters unless I ask you to; or unless you intend to pay!

John McGhie, Microsoft MVP (Word, Mac Word), Consultant Technical Writer,
McGhie Information Engineering Pty Ltd
Sydney, Australia. | Ph: +61 (0)4 1209 1410 | mailto:[email protected]

--

The email below is my business email -- Please do not email me about forum
matters unless I ask you to; or unless you intend to pay!

John McGhie, Microsoft MVP (Word, Mac Word), Consultant Technical Writer,
McGhie Information Engineering Pty Ltd
Sydney, Australia. | Ph: +61 (0)4 1209 1410 | mailto:[email protected]
 

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