An Intermediate Guide to Stylesheets for Adobe InDesign

An Intermediate Guide to Stylesheets for Adobe InDesign

Tutorial Details
  • Program: Adobe InDesign CS5
  • Difficulty: Intermediate
  • Estimated Completion Time: 1.5 hours

Final Product What You'll Be Creating

When laying out a publication, consistency is key. Having the same look and feel throughout a book or magazine is essential to the viewer’s reading experience. But maintaining the same fonts, spacing, and styles in a 200-page catalog can be painstaking. Luckily stylesheets are there to save hours upon hours of work hunting down inconsistent formatting when making edits to text and graphics.


Step 1

In this example, I am laying out a basic spread for a course catalog. I have set up the placement of graphic elements and have imported the raw text. Now all that remains is to format the text. The styling of this spread will act as a template for all other spreads in the document.


Step 2

I begin by formatting the section headline by selecting the Text Tool (T), highlighting the desired text, and adjusting the font and size.


Step 3

Now to set up our first stylesheet. Make sure your cursor is placed within the headline paragraph and select Window > Styles > Paragraph Styles.


Step 4

Click on the flyout menu in the Paragraph Styles palette and select New Paragraph Style.


Step 5

The new style should appear in the Paragraph Styles palette. Right click on it and select Edit Paragraph Style 1. In the resulting menu, you can rename the style and edit any formatting if you should decide to change anything later on. As a rule, whenever you create a new paragraph style, it is based on the selected paragraph (wherever your cursor is located.)


Step 6

The next step is to format and create stylesheets for the other text in the paragraph structure. Here I can also decide the spacing between paragraphs by adjusting the Space Before and Space After values (located in the Paragraph Palette.) Once you are satisfied with the formatting, place the cursor in each paragraph and select the corresponding style in the Paragraph Styles palette. Doing this will "tag" the paragraph with the correct style for future document-wide editing.


Step 7

In some instances, instead of importing text, you will be typing in new content manually. Next Style is a timesaving feature that will prevent you from being bogged down by formatting and will change the Paragraph Style when you hit the Return key. For example, when I am typing in a headline and hit Return, Next Style switches to the next paragraph style automatically. This function is situational but, considering how little time it takes to set up, is totally worth it in the long run.

To set up a Next Style, right click the paragraph style you want to start with, then under General > Next Style, select the style you want to lead into.


Step 8

Now to apply the Paragraph Stylesheets to the rest of the page. Simply insert the cursor into the unformatted text and select the appropriate paragraph style.


Character Styles

Character stylesheets format text on the character level — changes to a character style affect single letters and glyphs. Character styles are useful when you intend to bold or italicize certain words within the paragraph. Character Styles can also be nested within Paragraph Styles. Let’s take a look at what they can do.


Step 9

I want the section headline to be two different colors. Creating a character stylesheet is identical to creating a paragraph style. Highlight the desired text, select Window > Styles > Character Styles, and then select New Character Style in the flyout menu.


Step 10

Right click on the new character stylesheet. Much like paragraph stylesheets, you can format the text from this menu. Under Character Color, I can select a new color from the list of swatches.


Step 11

I create another stylesheet that changes the color to a tint of gray.


Step 12

Next, I want to bold the class items beneath the description. I simply create a new stylesheet and change the font weight to bold under the Character Styles palette.


Step 13

Now that we’re done with the text, let’s style those tables.


Table and Cell Styles

Table stylesheets format the appearance and cell text styles of tables and save you the hassle of reformatting every table in a document when there is a document-wide edit to the table’s design.


Step 14

Begin by placing the cursor inside a table, then selecting Window > Styles > Table Styles, then select Create New Style. In the Table Style Options, you can format strokes and fills that affect the entire table.


Step 15

I want the rows in my table to have alternating fills in the body cells, which can be accessed under Fills. I select "Every Other Row" under Alternating Pattern and choose a 20% gray as the fill color.


Step 16

Now format the table’s text and create paragraph styles for the header rows and body rows. Also decide on the fills and strokes in your table.


Step 17

Now to apply cell stylesheets to the individual rows. Under the General menu, in the Cell Styles section, select New Cell Styles under the Body Rows drop down menu.


Step 18

In the Cell Style Options, select the body rows paragraph stylesheet you just created. This will attribute the text changes to the body rows.


Step 19

Under the Fills menu, you may notice that the fill color is blank. This means that there are multiple colors assigned to the fill — remember that the Table Style is dictating the alternating rows and is affecting the Cell Style.


Step 20

Create another Cell Style for the header rows. This time, I set the fill to a 75% gray.


Step 21

Now that all of the Table and Cell Styles are complete, let’s try them out on an unformatted table:

Our layout for this page is complete!


Organizing It All

If you are creating a layout with a large amount of variation in text styles, that list of stylesheets gets pretty long. This publication ended up having over 40 Paragraph Styles in all! Instead of wading through a wall of text, InDesign allows you to organize stylesheets into groups and form an easy-to-navigate file structure.


Step 22

In the Style palette of your choosing, select the New Style Group in the flyout menu.


Step 23

Now select all of the styles that will be in the group and drag them into the group folder.


Object Styles

Object stylesheets format the appearance of objects — that is, shapes and frames. They allow you to control a lot of miscellaneous effects, such drop shadows, text wrap, and more.


Step 24

For example, I can set all the photos in my layout to have the same inner shadow and text wrap. Select the photo and select Window > Styles > Object Styles and New Object Style.


Step 25

In the Object Style Options, there are various options governing various object settings. Select Inner Shadow and adjust it as needed.


Step 26

Select Text Wrap & Other. I adjust the bottom wrap to 0.3125 in.


Step 27

Now apply the Object Style to another photo and it will instantly apply the effects to the picture’s frame.


Step 28

Object stylesheets also govern anchored objects. Here, I have created a small tag to append to all new courses in the catalog. I want all of them to hover slightly higher on the baseline. Create an object style, select Anchored Object options, and adjust the baseline value to shift the object up or down.


The Payoff

Now to see what all this setup has been leading up to. Imagine that it’s the eleventh hour and the client wants every header in the document changed to green. Luckily, you’ve set up all of those headers under a paragraph stylesheet and can make this change in a few seconds.


Step 29

Right click on the appropriate paragraph stylesheet and select Edit. Now change the character color to green. Voila, every instance in the document is changed!

Loading stylesheets to other documents is also a relatively simple task that can really generate consistency across different files.


Step 30

For instance, here is a flyer I’ve made for an individual course from the catalog. I have the unformatted text dropped in and am ready to set up the stylesheets. Under Paragraph Styles – or Character Styles – select Load All Text Styles from the flyout menu. This will import all Paragraph and Text Styles from a source document. I select the catalog file, and another menu with all of the stylesheets shows up. You can pick and choose which ones you want to use in the new document by checking off the boxes.


Step 31

Now just apply the stylesheets to your text.


Step 32

Importing Table Styles is much the same as Text Styles. Select Load Table and Cell Styles from the Table Styles palette’s flyout menu. Apply the Table Style and you are done!


Troubleshooting Stylesheets

One of the biggest problems that crops up in messing around with stylesheets is the possibility that, somewhere along the way, one style overrides the other, producing a cascade of seemingly random formatting. To fix these hiccups, you simply need to understand how overrides work.

Whenever a stylesheet is applied to text or objects, and is then changed, the style is overridden – indicated by a plus (+) symbol after the style’s name. Once overridden, the style is no longer governing the changed format.

For example, if you change the text of one headline to green, the the stylesheet telling it it should be black no longer applies, and editing the stylesheet directly will not change it back.

To remove an override, click on the Clear Overrides in Selection button (located on the bottom of every style palette) and the text will revert back to the stylesheet’s formatting.

Also remember that Character Styles trump Paragraph Styles and Cell Styles trump Table Styles. If your table is doing something weird, there’s a good chance that the Cell Style is responsible.


Conclusion

This is only the beginning of using stylesheets; the possible combinations are endless. If you have been using stylesheets already, please let us know about your experiences in the comments.

  • http://www.imnotskippy.com Jamie

    I have been using stylesheets for as long as I’ve been designing (15 years from Pagemaker to InDesign). I also teach a class on Graphic Production at the local community college. My students are always amazed when I show them styles (one commented “how have I gone through two years of graphic design classes and this is the first time I’ve heard about this?”).

    I hope that in a future tutorial you’ll cover the “based on” feature, applying paragraph styles (with next styles) to object styles, and GREP styling, that’s when the real magic comes in.

    On a side note, any print designer (who uses styles) scared of jumping into web design should skim html and move on to CSS. Paragraph styles are the gateway drug to CSS, and understanding CSS will make your InDesign styles better too.

    • Chris Janzen

      I whole heartedly agree Jamie. After figuring out paragraph styles, CSS is like the most amazing thing ever. I wish that I could write CSS in Indesign and photoshop!
      This tutorial is fantastic for anyone who needs to learn how to lay out large pieces of work.
      One thing I would like to see is a tutorial on how to import text from word documents into inDesign with auto paragraph styling applied. That is a nightmare I still haven’t completely sorted.
      Jamie, do you have any links for learning about GREP? I’ve heard of this before but have not looked into it much.

      • Chris Janzen

        Okay, maybe I should have looked into GREP styling before just asking what it is, but for anyone who doesn’t know, as far as I understand it, it basically allows you to make very specific selections that you can then apply styles too. So for example you could select a certain string of characters and wherever those show up you could style that differently without having to go through the whole document. Pretty handy!

      • http://www.imnotskippy.com Jamie

        I use GREP and character styles in my paragraph styles to make prices bold or a different size within the paragraph (simple expressions “\$\d+\.\d+” and “\d+\¢” will find them). I also have a complex GREP code to format ISBNs with dashes in the “right” place. It’s also good if you have a couple words that need to be italicized in a document. In the above example, it could be used to automatically bold the word “cost” within that paragraph style throughout the document.

        As far as placing with style from Word or an RTF. There is one of two ways to do it. First, the creator of the original document has to use styles in Word. Second, you could presumably set up the next styles for everything and apply the first style to an object style and allow next styles. . . but that requires the same number of paragraphs for every entry.

        If your content has a pattern you could use find/change (another powerful tool that should get a tutorial) to apply paragraph styles. For instance in the above you could find all “$” and change them to the correct paragraph style, but that only looks if your style has consistencies.

        In a perfect, future world all your content will be in XML and that’ll tag things for you. XML in InDesign is fun.

  • http://tinyurl.com/3elsgqj Kate McInnes
    • http://www.imnotskippy.com Jamie

      More InDesign tutorials please.

      • http://tinyurl.com/3elsgqj Kate McInnes

        We have some on the way ;)

      • http://www.imnotskippy.com Jamie

        Hopefully some advanced ones too.

  • http://www.franboud.com Francis Boudreau

    This tutorial is great! Thanks also for the explanation about the overrides.

  • nicolas

    Very usefull. Thank you for this.

  • http://www.cgvector.com cgvector

    Very simple nice tutorial…:)

  • http://twitter.com/HipHarpist DeborahHenson-Conant

    Beautiful tutorial – meaning I can understand it, follow it and could even poke around in it and find the exact thing I needed. Thank you. Thank you. Thank you!