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ISMT E-120

Desktop Applications for Managers Standardizing and Automating Work. ISMT E-120. Standardizing and Automating Work. Document Templates Macros Forms. Document Templates. What is a Template? Word PowerPoint Excel. What’s a Template?. Standard Document New document = an identical Copy

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ISMT E-120

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  1. Desktop Applications for ManagersStandardizing and Automating Work ISMT E-120

  2. Standardizing andAutomating Work • Document Templates • Macros • Forms

  3. Document Templates • What is a Template? • Word • PowerPoint • Excel

  4. What’s a Template? • Standard Document • New document = an identical Copy • Collection of styles & text • Where do templates live?

  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. Label Text Box Group Box Check Box Option Button List Box Combo Box Scroll Bar Spin Button Button Excel Forms Objects

  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

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