Desktop applications for managers standardizing and automating work
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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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Desktop applications for managers standardizing and automating work

Desktop Applications for ManagersStandardizing and Automating Work

ISMT E-120


Standardizing and automating work

Standardizing andAutomating Work

  • Document Templates

  • Macros

  • Forms


Document templates

Document Templates

  • What is a Template?

  • Word

  • PowerPoint

  • Excel


What s a template

What’s a Template?

  • Standard Document

  • New document = an identical Copy

  • Collection of styles & text

  • Where do templates live?


Word templates

Word Templates

  • Styles

  • Text

  • Images

  • Bookmarks

  • Quick Parts - AutoText

  • Later …Macros


Bookmarks

Bookmarks

  • Named Location you jump to

  • GoTo that location


Quick parts autotext

Quick Parts - AutoText

  • Named Chunks of Text

  • Can streamline data entry

  • Insert into document

  • Attach to templates


Excel templates

Excel Templates

  • Worksheets

  • Charts


Worksheets

Worksheets

  • Formulas, text, values

  • Names

    • Ranges (selection of 2 or more cells)

    • Values

    • Formulas

  • Formatting


Charts

Charts

  • Link to Worksheet

  • Use Named Ranges!

  • Formatting


Powerpoint templates

PowerPoint Templates

  • Masters

  • Designs & Themes

  • Layout

  • Fonts

  • Transition Effects


Standardizing and automating work1

Standardizing and Automating Work

  • Tables to Charts

  • Templates

  • Macros

  • Forms


Macros

Macros

  • Repeat Sequence of Actions

  • Exact Replica

  • Small Program

  • Visual Basic for Applications (VBA)


Macro recorder

Macro Recorder

In 2007

  • Develop > Code

  • View > Macro

    In 2003

  • Tools > Macro > Record > New Macro


Sample macros

Sample Macros

  • Word -- Transpose Characters

  • Excel

  • PowerPoint

  • Access – when we cover Access


Invoking macros

Invoking Macros

  • View  Macros or Developer > Macros

  • Macro button

  • Keyboard Shortcut


Standardizing and automating work2

Standardizing and Automating Work

  • Tables to Charts

  • Templates

  • Macros

  • Forms


Forms

Forms

  • Word

  • Excel

  • Access


Word forms

Word Forms

  • Limited set of form control types

  • Must Save as Template


Word forms objects

Word Forms Objects

  • Text field

  • Date-picker

  • Drop-Down & Combo Box

  • Building Block Gallery


Excel forms

Excel Forms

  • More Robust Set of Objects

  • Limited Text-Handling Ability

  • Must Save as Template


Excel forms objects

Label

Text Box

Group Box

Check Box

Option Button

List Box

Combo Box

Scroll Bar

Spin Button

Button

Excel Forms Objects


Excel 3 sheet approach

Excel - 3 Sheet Approach

  • One Worksheet for Form

  • One Worksheet for Data

  • One Worksheet for Results

  • Hide Data and Results


Then what

Then What?

  • Word

    • save as document

    • save data only (.txt)

  • Excel

    • save as workbook

    • integrate with database (later)


Standardizing and automating work3

Standardizing and Automating Work

  • Templates

  • Macros

  • Forms


Ismt e 120

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