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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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)
slide26
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