1 ISMT E-120 Desktop Applications for Managers Standardizing and Automating Work
2 Standardizing and Automating Work Document Templates Macros Forms
3 Document Templates What is a Template? Word PowerPoint Excel
What’s a Template? Standard Document New document = an identical Copy Collection of styles & text Where do templates live? 4
5 Word Templates Styles Text Images Bookmarks Quick Parts - AutoText Later …Macros
6 Bookmarks Named Location you jump to GoTo that location
7 Quick Parts - AutoText Named Chunks of Text Can streamline data entry Insert into document Attach to templates
8 Excel Templates Worksheets Charts
9 Worksheets Formulas, text, values Names –Ranges (selection of 2 or more cells) –Values –Formulas Formatting
10 Charts Link to Worksheet Use Named Ranges! Formatting
11 PowerPoint Templates Masters Designs & Themes Layout Fonts Transition Effects
12 Standardizing and Automating Work Tables to Charts Templates Macros Forms
13 Macros Repeat Sequence of Actions Exact Replica Small Program Visual Basic for Applications (VBA)
14 Macro Recorder In 2007 Develop > Code View > Macro In 2003 Tools > Macro > Record > New Macro
15 Sample Macros Word -- Transpose Characters Excel PowerPoint Access – when we cover Access
16 Invoking Macros View Macros or Developer > Macros Macro button Keyboard Shortcut
17 Standardizing and Automating Work Tables to Charts Templates Macros Forms
18 Forms Word Excel Access
19 Word Forms Limited set of form control types Must Save as Template
20 Word Forms Objects Text field Date-picker Drop-Down & Combo Box Building Block Gallery
21 Excel Forms More Robust Set of Objects Limited Text-Handling Ability Must Save as Template
22 Excel Forms Objects Label Text Box Group Box Check Box Option Button List Box Combo Box Scroll Bar Spin Button Button
23 Excel - 3 Sheet Approach One Worksheet for Form One Worksheet for Data One Worksheet for Results Hide Data and Results
24 Then What? Word –save as document –save data only (.txt) Excel –save as workbook –integrate with database (later)
25 Standardizing and Automating Work Templates Macros Forms
26 Next Introduction to Microsoft Access