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Tech Tips for End Users
“Stick” Recent Documents You Use Again and Again (Access, Excel, PowerPoint, and Word 2007) (9/08)
When you Click the Office Button (in the upper left corner of your screen), the documents you were working on most recently appear under Recent Documents. If you click the push pin to the right of a document, it "pins" that document to your Recent Documents so that it always shows up. This is awesome for documents that you use all the time, When a document has been pinned to the Recent Documents list, the pin button looks like the top of a push pin .
The Document Inspector (Word 2007, Excel 2007) (9/08)
If you plan to share an electronic copy of a Microsoft Office Word or Excel document with anyone outside your organization, it is a good idea to review the document for hidden data or personal information that might be stored in the document itself or in the document properties. This can include changes that were suggested, electronic comments or any sensitive information you’d rather not include.
Once the document is final, make a copy to send out. (This is important because it is not always possible to restore the information the Document Inspector removes.) Click the Office Button and select Prepare > Inspect Document. Select the type of hidden content you would like to check for and select Inspect. You will then be given the option of removing any hidden content that is found.
Expired Email Messages Look like this! (8/08)
When sending email messages about time-sensitive issues, using the “Expired Email” feature can really help make your point! For example, if you are making any sort of special offer (valid until a certain date, expires after a certain time…) you can set the email message to expire. After that time, the user will see the message header in their Outlook folders with a strikethrough (the message can still be opened). To set an email message to expire:
- On the Options tab, in the More Options group, click Message Options.
- In the Message Options dialog box, under Delivery options, select the Expires after check box, and then click a date and time.
This is what an expired message will look like once expired:
Outlook: Take a Quick Poll Using Voting Buttons (8/08)
• Approve/Reject
• Yes/No
• Yes/No/Maybe
• Custom
Outlook with an Exchange Server allows you to take a quick poll of your staff. It is limited to a single question per email message, so this is not the way to do a detailed survey! Possible responses are shown below:

To send an email with Voting Buttons:
- Open a new email
- In the Tracking group select the Options tab, click Use Voting Buttons
- Select the type of response you would like. Custom responses require you to type in your responses separated by a semicolon.
- Send the email (you would typically put the question in the Subject Line.)
To review the results of the poll:
1. Open the original message with voting buttons that you sent. This message is usually located in the Sent Items folder.
2. On the Message tab, in the Show group, click Tracking.
Here is an example of the results you might receive:

Note: Tracking does not appear until at least one recipient of the e-mail message has replied with his or her vote.
Using the Fill Handle (Excel) (6/08)
Excel can auto-fill cells in very smart ways. Instead of manually typing a sequence in cells, you can simply type the first few values of the sequence and drag the fill handle to auto-fill the rest of the cells. If you only type in one value and drag the fill handle Excel will copy that value into the other cells. If there are multiple values Excel will use the pattern that has been established and complete it.
The fill handle is the small black square at the lower right corner of a selected cell. Drag it to automatically fill adjacent cells.
Status Bar Statistics (Excel 2007) (6/08)
The status bar in Excel shows handy statistics when multiple cells are selected. In Excel 2007, the status bar shows the selected cells' average, count, and sum. This is an easy way to quickly analyze data without bothering with formulas. In this example we’re looking at the average daily high temperature in San Francisco during the end of June.

Moving and Copying Cells by Dragging Selection Borders (Excel 2007) (6/08)
Excel provides the ability to move and copy cells by dragging selection borders.
For instance, to move Rio de Janeiro to below Auckland (you might want to put all the cities in the Southern Hemisphere together) drag the selection border while holding down the Shift key in order to insert it in its new position. If you drag the border without holding down the Shift key, the selected cells will instead replace the cells you drop them on. Conversely, if you hold down Ctrl while dragging a selection border, the selected cells are copied to their new location.
Bookmarks (Word 2003 and 2007) (5/08)
Bookmarks are useful to identify locations within a document – either linking to them, cross-referencing or using them to anchor a location. We’ll cover linking here; the other uses are easy to add once you’ve mastered linking.
First, insert a bookmark:
| Word 2007 |
Word 2003 |
- Select the text or item to which you want to assign a bookmark, or click where you want to insert a bookmark.
- On the Insert tab, in the Links group, click Bookmark.
- Under Bookmark name, type or select a name.
- Click Add.
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- Select an item to which you want to assign a bookmark, or click where you want to insert a bookmark.
- On the Insert menu, click Bookmark.
- Under Bookmark name, type or select a name.
- Click Add.
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Note: Bookmark names must begin with a letter and can contain numbers. You can't include spaces in a bookmark name. However, you can use the underscore character to separate words — for example, "First_heading."
Then, to create a link to a bookmark:
| Word 2007 |
Word 2003 |
- Select the text or object that you want to display as the hyperlink.
- Right-click and then select Hyperlink on the shortcut menu.
- Under Link to, click Place in This Document.
- In the list, select the heading or bookmark that you want to link to.
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- Select the text or object you want to display as the hyperlink.
- On the Standard toolbar, click Insert Hyperlink.
- Under Link to, click Place in This Document.
- In the list, select the heading or bookmark you want to link to.
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Excel – Counting Occurrences of Data (COUNTIF) (4/08)
When working with spreadsheets, it is often helpful to be able
to quickly determine how many times a given item occurs in a list
or table. For example, looking at a listing of customer purchases,
you might like to know how many clients bought a specific item.
The function COUNTIF can do this.
Type the following statement in a cell:
=COUNTIF(Range,Criteria), where Range = the set of data to be considered and Criteria is the number or word you'd like to count. (Note that words must be enclosed in quotes.)
To use a simple example, if we were working with the data on the right and wanted to know how many times Mary’s name appears, we would use the following formula:
=COUNTIF(A1:A10,”Mary”)
(returns the value 3) |
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This can get much more complicated (and useful!), using wildcards
- (? (question mark) is used to find any single character and *
(asterisk) is used to find any string of characters). Note that
numbers do not have to be enclosed in quotes.
A similar function can be used to count the blanks in a range:
=Countblank(range) would return the number of blank cells in the
given range
Word – Fit It All on One Page! (4/08)
Every once in a while we have a page of text that we just can’t
quite get down to one page. Selecting Print Preview and then Shrink One Page will usually get it down
to a single page without extensive reformatting.
Word: Generating Random Text (3/08)
Sometimes it is useful to have random text (either to play around with formatting or as dummy text in draft documents like brochures, etc.) Word has a couple of ways to do this. Typing:
=Lorem(X,Y) and then pressing <enter> will give you x paragraphs of y sentences each of the classic “Lorem ipsum dolor sit amet…”
=Rand(X,Y) and then pressing <enter> will give you x paragraphs of y sentences each of English words that make sense together
Tabbing in a Table (2/08)
Every once in a while you need to enter a tab character between phrases in a single table cell. But when you press Tab in a table, Word positions the cursor in the next cell. Use Ctrl + Tab and you’ll be able to tab wherever you want!
Excel - Would You Like Your Spreadsheet with Letters or Numbers?
Excel spreadsheets typically come with letter designations for the columns and numbers for the rows - but every once in a while you see one with numbers for the columns too. This can be just a preference or a matter of compatability with other programs. Whatever the reason - here is how you do it!
Excel 2003: Tools > Options > General Tab > R1C1 Reference style(this toggles between letters and numbers)
Excel 2007: Office Button > Excel Options > Formulas > Working with formulas > R1C1 Reference style (this toggles between letters and numbers)
Excel – First Cell, Last Cell – Both are Important
If you spend time scrolling around your spreadsheets you’ll
like this tip. To select the first (top left) cell in a worksheet
use CTRL + Home. To select the last (bottom right) cell in a worksheet
use CTRL + End. Both of these actions will take you to the corner
cells of the range of cells that encompasses all the entries on
your spreadsheet. To combine these actions and select all your data use CTRL + Home, then CTRL SHIFT + End.
Separate Text into Columns – Word & Excel 2007 (12/07)
Have you ever been faced with a list of names or other text that you’d like to separate into individual columns (first and last names?) In the past, you could either commit to cutting and pasting, or go through a lengthy process to use Word and/or Excel to move the text around. Office 2007 makes this process much easier:
Excel 2007:
- Select the text you’d like to convert
- Data > Text to Columns
- Delimited
- Select the delimiter used (often a space, tab or comma)
- Next
- Select the way you would like this data formatted
- Select Finish
Word 2007:
- Insert >Table > Convert Text to Table
- Select the number of columns, the column width (Autofit behavior) and the character that separates the text (again, often a space, tab or comma)
- Select OK
Table Tips in Word 2007 (11/07)
Tables are an incredibly useful tool, and in Word 2007 they’ve become much easier to work with. Here are a few tips that may not be obvious as you use tables in your documents.
Cell Margins – every cell in a table is setup with margins around your information – basically a buffer between the information and the edge of the cell. Sometimes you want to increase or decrease the cell margin:
To change the cell margins in the entire table:
- Right click anywhere within the table
- Select Table Properties > Table > Options
- Insert the cell margins you’d like to use
To change the cell margins for an individual cell or group of cells:
- Highlight the cells you’d like to change and right click
- Select Table Properties > Cell > Options
- Deselect “Same as the whole table”
- Insert the cell margins you’d like to use
- Note that you can also specify wrapping the text on multiple lines or fitting the text (shrinking or expanding) within the cell.
Cell Spacing: cells within a table are also separated by spacing between the cells – think of this as space between the lines of a cell. To change this:
- Right click anywhere within the table
- Select Table Properties > Table > Options
- Select “Allow spacing between cells”
Text Wrapping: text can be formatted to wrap around a table if the table does not take up the entire width of a page, or to simply run over and under the table.
- Right click anywhere within the table
- Select Table Properties > Table > Options
- Under “Text Wrapping” select None or Around
Data Validation in Excel 2007 (10/07)
When you’re creating a spreadsheet that will involve data entry, many times you would like to make sure that the data being entered is either of a certain type (date, time, etc.) or one of a specific set of values. You can speed entry and make the results more accurate by using data validation.
To setup data validation:
- Select the cell you would like to validate (or where you would like the dropdown list.)
- Select Data > Data Validation (in the Data Tools Group) > Settings
- Below “Allow” select the criteria you would like to use (decimal, date, time, list, text length, etc.)
- Determine your criteria
- If you want to allow blanks, select the “Ignore blank” check box
- You can also specify an input message and an error alert to help your users know what you to do and when they make a mistake
To create a drop-down list for users to choose from:
- Enter the values you would like to allow in a single column or row somewhere in your spreadsheet (these values can also be in another spreadsheet but we won’t get into that here…)
- Select Data > Data Validation (in the Data Tools Group) > Settings > Allow > List
- Select the spreadsheet icon to the right of the source field and then highlight your data selections
- Select OK
- You should now see a drop-down arrow when you select that field
Using Watermarks in Your Documents - Word 2003 & 2007
Watermarks are used to clarify the purpose of a document (draft, final, etc.) or for decorative purposes. They can be a simple word or a graphic image. To insert a Watermark
Word 2003
Format > Background > Printed Watermark
Word 2007
Page Layout> Watermark
You can then select either a picture (inserting a graphic image from a file) or a text watermark. The watermark can be any color you choose, and an option is provided to make it semi-transparent, letting the watermark fade into the background of your document.
Office 2003 & 2007 – Tricks for Selecting Text (7/07)
Word provides many ways of selecting text that helps you work more efficiently. Here are a few of our favorites:
Select Paragraph Attributes
When you select text in a paragraph, by default you also copy paragraph attributes such as alignment and spacing. To turn this on or off:
Word 2003 - Tools > Options > Edit, Select or clear the “Use smart paragraph selection” check box.
Word 2007 - Microsoft Office Button > Word Options > Advanced > Editing, Select or clear the “Use smart paragraph selection” check box.
Select Whole Words
You can either select entire words on individual letters when selecting text. To turn this on or off:
Word 2003 - Tools > Options > Edit, Select or clear the “When selecting, automatically select entire word” check box.
Word 2007 - Microsoft Office Button > Word Options > Advanced > Editing, Select or clear the “When selecting, automatically select entire word” check box.
Select Multiple Sections of Text (Word and Excel, all version)
Selecting more than one section of text at the same time is as simple as holding down the Ctrl key while continuing to select. This is of great help when you need to change formatting for more than one piece of text or cell at a time.
How Many “Recent Documents”? (6/07)
“Recent Documents” is a time-saving way to access documents you are using constantly. Office 2003 caps this list at nine documents – Office 2007 increases this number to 50. To customize this setting:
In Word, Excel, PowerPoint 2003
- Tools > Options > General
- Set “Recently Used File List” to between 1 and 9 files
In Word, Excel, PowerPoint 2007
- Start with the Windows Button and select Word Options > Advanced > Display
- Set “Show this number of Recent Documents” to a number between 1 and 50 documents
Using the Format Painter - Outlook 2003 (5/07)
The format painter enables you to easily copy formatting from one section of text to another, even if you have not taken the time to set and develop styles.
- To copy both paragraph attributes (such as alignment, indentation, and so on) and character attributes (such as font and font effects), select the text whose formatting you want to copy plus the paragraph mark that follows the text. (To show paragraph marks select the small paragraph mark icon on the standard toolbar.)
- To copy only character attributes, select the text without selecting the paragraph mark.
- After you have selected the desired amount of text click the Format Painter on the standard toolbar (looks like a paint brush.)
- Now select the new text you would like to format and it will be magically transformed!
- If you want to apply the same formatting to more than one item, select the formatting you want, double-click Format Painter, and then select each piece of text you want to apply formatting to. When you're finished, press ESC.
Conditional Formatting - Excel 2007 (5/07)
While conditional formatting existed in Excel 2003, it is much easier to use and had far great capabilities in Excel 2003.
Basic Conditional Formatting
- Select the relevant range of cells
- On the Home tab, in the Styles Group, click the arrow next to Conditional Formatting
- Choose a rule and the relevant parameters (for example, “Top Bottom Rules”, “Top 10%” will highlight all data that is in the top 10% in specified color. Or, using the 3-color scale lets you quickly identify data that fits in various ranges.)
Advanced Conditional Formatting
- Select the relevant range of cells
- On the Home tab, in the Styles Group, click the arrow next to Conditional Formatting
- Select “New Rule”
- Develop the rule based on your specific criteria.
Send Files the Easy Way - Outlook 2003 (4/07)
Did you know that you can send a file through email without being in Outlook?
- In Windows Explorer, right-click on the file you want to send
- Select "Send To" and then "Mail Recipient"
- An email will pop open – some text is included but you can delete or modify it as you see fit.
Simplify Scheduling with Calendar Overlay - Outlook 2007 (4/07)
Looking at multiple calendars at once can be confusing when you are trying to figure out windows of time when everyone is free. To overlay multiple calendars so you easily identify those times:
- Open the calendars for everyone that you are trying to coordinate by clicking on File>Open>Other User's Folder… in your Calendar window (note that you can only do this for people who are part of your domain, and you must be using Exchange.) You should now have multiple calendars open next to each other.
- Click the small arrow that appears to the left of the person's name in the calendars you want to overlay. The calendars will slide to the left (one at a time, as you select them) and appear in different colors as overlays to your calendar. Now you will very easily be able to see open slots on any date.
- To remove a calendar from the overlay stack select the arrow that appears next to its name – that calendar will slide to the right and be seen by itself.
- To go back to seeing just your calendar select the Calendar Icon in your Folder List.
Find Related Messages - Outlook 2003 (3/06)
By default, related messages are those that are part of a conversation (the initial message and any replies.) This is often exactly what you want – and if it is not you can modify the criteria. To find related messages: Right-click the message On the shortcut menu, select Find All and then Related Messages The Advanced Find dialog box appears with a list of related messages (and options to do more investigation)
New Help for Scheduling Meetings - Outlook 2007 (3/06)
When two busy people who do not work for the same organization want to schedule a meeting, they are frequently faced with a long string of emails about when each of the parties is free. One person proposes a time; the other can't make that so proposes another, etc. Outlook 2007 allows you to insert a portion of your calendar into an email, thereby showing someone exactly when and for how long you are available. Many options are provided that either provide every detail or protect your privacy. While in an email: Insert > Calendar You can then select: Which calendar (if you have multiple) Date range Level of detail Whether or not to only include "working hours"] Whether or not the detail so items marked "private" are included Whether or not attachments to calendar items are included Layout (Daily calendar or list of events) Note that it doesn't matter what email program the recipient has – they will still be able to view the calendar information inserted by the Outlook 2007 user.
Absolute References in Microsoft Excel (2/07)
Using formulas in Microsoft Excel can be greatly simplified by Absolute References. Absolute References are best explained by contrasting them with Relative References.
- Relative Reference: The most common reference. In a formula, the Relative Address of a cell is based on the relationship of the cell that contains the formula and the cell that is referred to. If the position of the cell that contains the formula changes, the cell that is referred to changes. This is very handy because if you copy the formula, the reference automatically adjusts. BUT - sometimes you don't want it to, so....
- Absolute Reference: An Absolute Reference always refers to the same cell (or row of column, but we'll get into that in a minute.) "$" is used to indicate absolute references – so $A$1 will always indicate A1, regardless of how it is moved or copied. An example of using this would be a spreadsheet with a cell that contains an interest rate. This cell is referred to multiple times, and you always want to refer to the same cell.
- Mixed References: A mixed reference has either an absolute column and relative row, or absolute row and relative column. An absolute column reference takes the form $A1, $B1, and so on. An absolute row reference takes the form A$1, B$1, and so on. If the position of the cell that contains the formula changes, the relative reference is changed, and the absolute reference does not change. If you copy the formula across rows or down columns, the relative reference automatically adjusts, and the absolute reference does not adjust. For example, if you copy a mixed reference from cell A2 to B3, it adjusts from =A$1 to =B$1.
If you’ve ever fumbled typing http://www... this tip is for you. Type in the website you want to go to (for example, BEInetworks.) Then, type <ENTER> while holding down <CTRL> and all the “extras” will automatically be included (the example will now be http://www.BEInetworks.com.) Note that this will only work for .com websites, not .org, .net, etc.
Five Vista Features We Love
Search – We all spend so much time now finding information, because there is so much more to find! Vista has focused on this requirement by offering many search options and speeding up the search process. In many ways the Search function makes filing information unnecessary, because using Search you can easily and quickly find files, emails, photos, etc. that meet specific criteria. Find applications, use the quick Search on the Start Menu, develop advanced search criteria and save your searches to run again – all this helps make us much more productive.
Gadgets – Gadgets are mini applications that sit on your desktop. From news feeds to clocks to calculators to sticky notes and much more, gadgets are fun and helpful. Take a look at http://gallery.microsoft.com/ for more information about Gadgets.
Navigating around your PC - Using the Navigation pane you can visually see the folder hierarchy and quickly find your destination.
Aero Glass – Windows are transparent (degree of transparency can be customized) enabling you to see more of what is going on all over your desktop.
Windows Flip and Windows Flip 3D – Flip gives you a live thumbnail of each file. Flip 3D lets you use the scroll wheel to flip through the windows and select the one you want.
Change the Subject Line (so we know what you're talking about!) (11/06)
There are two great reasons to change the subject line of an email:
- When you reply but are changing the topic it is nice to let people know about the new subject (this may even help to get them to read it!)
- When you file an email (whose subject line does not match the email topic) and would like to be able to find it later.
Changing the subject is easy to do – when replying just insert your new topic. When saving email, open the email, type in the new subject, and save or close the email. When asked if you want to save changes click "yes".
Email Etiquette (11/06)
The Crabby Office Lady is a Microsoft Columnist who focuses on Microsoft Office tips and tricks. (Her tagline is "Solid Advice with Attitude.") She has written two articles about email etiquette that can help all of us think a little more about how we use email in our daily lives – and just maybe make the cyber world a little more enjoyable and productive.
Email Etiquette:
General Crabby Office Lady:
Using Bookmarks in Word 2003 (10/06)
Bookmarks are used to mark a specific location in a Word document that can link to specific locations in other documents or in the same documents. They are easy to use and can go a long way toward making documents more manageable to read and maintain.
To see your bookmarks:
1. Tools, Options, View
2. Select Bookmarks
To insert/define a bookmark:
1. Select the item or location where you want to insert a bookmark.
2. Insert, Bookmark.
3. Type or select a name (name must begin with a letter and can contain numbers but no spaces)
4. Add
To insert a link to a bookmark:
1. Highlight the location you would like to set as the link
2. Right click and select Hyperlink
3. Select Bookmarks and select the bookmark you have predefined. (Note you must define the bookmarks before attempting to insert them.)
Change Your Default Address Book (Outlook 2003)(9/06)
When you have multiple email address books, you may want to specify which address book you see first as well as which is checked first automatically. To do this:
- Tools > Address Book
- Tools > Options
Now select the following:
- Which address book would you like to appear first?
- Where would you like to keep your personal email addresses?
- Outlook will check email addresses from your address books in a specific order. You can specify that order here.
Using Smart Tags in Microsoft Word (7/06)
By now we're all used to seeing Microsoft Word text underlined by a series of small purple dots. When your mouse hovers over that text a small box with an "i" inside the box appears. Selecting this "i" allows you to perform various actions that are appropriate for the specific type of text. For example, if the text is a name, you can send an email, schedule a meeting, open the Contact, add the name to your Contacts or insert the Contact's address. If it is a date, you can schedule a meeting or show your Calendar.
To enable Smart Tags: Tools > AutoCorrect Options > Smart Tags. Select Label text with smart tags, and then select the Recognizers that you'd like to use.
How to Get the Most from Outlook's Reading Pane (6/06)
Outlook's Reading Pane lets you preview messages without opening them. It helps you work with your messages quickly and efficiently, and can be setup to use the "real estate" on your desktop to make sense for the way you work.
- Turn Reading Pane On & Off
- View > Reading Pane > On/Off
- Position Reading Pane on Bottom or Right of Screen
- View > Reading Pane > Bottom/Right
- Note: studies show that viewing the Reading Pane on the right results in more information on the screen
- Hide Message Header - The Message Header is essentially the same information that is listed in your Inbox. By hiding it you gain more space in your Reading Pane, making it easier to effectively read the message while it is there.
- View > Arrange by > Custom > Other Settings
- Reading Pane > Hide Header Information
- Resize Message Header - Point to the border of the Reading Pane and when the pointer becomes a double-sided arrow, drag the border to where you want it.
Using Distribution Lists in Outlook (5/06)
Distribution lists can be very helpful when you need to email specific groups of people repeatedly. For example, you may have a list of people who are all involved in a specific project, people in a specific department, or just friends you tend to communicate with at the same time. There are distribution groups that are part of the Global Address List - these must be setup by a Network Administrator on the Exchange Server. However, each end user can set up their own distribution lists in several different ways.
To use names in your address book to develop a distribution list:
- File > New > Distribution List
- In the Name box, type a name for the list
- Select Members (or Add New if they are not already in your Contacts)
- Select the address book that contains the e-mail addresses you want in your distribution list – you can use more than one if you need to
- In the Type Name or Select from List box, type a name you want to include. In the list below, select the name, and then select Members. Do this for each person you want to add to the distribution list, and then select OK
To take a distribution list from names in an email:
- In the e-mail message you want to copy the names from, select the names in the To or Cc
- Edit > Copy File > New > Distribution List
- In the Name box, type a name for the distribution list
- Select Select Members In Add to Distribution List, right-click, and then select Paste on the shortcut menu
To send to only part of a distribution list:
- You'll notice that after you have selected the distribution list the list will show up with a small "plus" sign just to the right of the name
- Selecting the plus sign will expand the list so that all the names are shown.
- Delete the names you don't want, and you are all set
- Note: once you have expanded a distribution list you can not undo this action
Use Flags to Organize Your Inbox (4/06)
As you're going through your mail in the morning (or any time of day) you often see something that needs attention – sometimes within the next hour, sometimes in the next few days. Using a color coded flag can help you remember to follow up. Emails can also be sorted by flag color, enabling you to prioritize or categorize using flags.
To make the flag column visible:
- On the VIEW menu, select ARRANGE BY, the CURRENT VIEW, and then click CUSTOMIZE CURRENT VIEW.
- Select OTHER SETTINGS.
- Under OTHER OPTIONS, select the SHOW QUICK FLAG column check box.
- Once your emails are coded with flags, you can use search folders to easily view all the emails in a given category.
For details on search folders, see an article in our June '05 Newsletter http://www.beinetworks.com/pubs/beinetworks/Tech_Tips_for_End_.cfm#EU6.05.
Compare Documents Side-by-Side (Word 2003)(3/06)
Sometimes when you have several people providing input on a document the various versions and comments can become very confusing. One method is to use "Track Changes" and let people edit the document consecutively. Alternatively, you can let users edit their own version of a document and then compare them side-by-side to view each person's input.
- Open the documents you want to compare side-by-side:
- Window > Compare side-by-side with… (Note: the Window command will change depending on the name of the file that is open. If you have more than two documents open, a menu will display with a list of the open documents.)
- Both documents will open, side-by-side.
- A small toolbar Compare Side will appear.
- Selecting Synchronous Scrolling will let you scroll through both documents simultaneously.
- Selecting Reset Window Position will reset the windows to the position they were in before you started the comparison (basically it will line the documents up again.)
Selecting and Moving Individual Words, Lines and Paragraphs in Word 2003 (2/06)
Many of us have mastered double clicking on an individual word to select the entire word – we can go a step beyond and select entire lines or paragraphs:
- To select an entire line:
- Position your cursor to the left of the margin and click once.
- The entire line will now be highlighted.
- To select an entire paragraph:
- Position your cursor to the left of the margin and click twice.
- The entire paragraph will now be highlighted.
- To select an entire document:
- Position your cursor to the left of the margin and click three times.
- The entire document will now be highlighted.
- To move highlighted sections:
- Once the desired section is highlighted, move the cursor back over the highlight section and drag it to the new desired location.
- You can also cut and paste the section, but sometimes it is easier just to drag it there.
Using AutoCorrect to Save Time (Word 2003) (1/06)
Most of us are used to seeing Word fix common spelling mistakes as we type. "Yuo" becomes "you" almost faster than we notice that we've made an error. And just about everyone has words that they consistently misspell or mistype (netowrk is a common one, and it is used frequently in our business.)
Did you know that you can add words that you would like Word to fix? This can either be words you often misspell, or words you'd like to type abbreviations for and have Word put in the entire text. For example, if you frequently use the phrase "Table of Contents" you can have Word substitute "Table of Contents" every time you type "TOC."
Adding to Your AutoCorrect List:
- Type TOOLS>AUTOCORRECT OPTIONS
- Select AUTOCORRECT Type 'TOC' in the Replace box, and "Table of Contents" in the With box
- Note: if you follow this process with the text selected, that text will automatically appear in the With box
There are also a few ways to use the spell-checker to add words to your autocorrect list.
While you are spell checking a document:
- Tools>Spelling & Grammar:
- Select AutoCorrect instead of Change when an incorrect spelling is found
- The word will now be automatically corrected as you type
Or - while you are viewing a document and you see the wavy red line under a word:
- Right-click on the word Select AutoCorrect
- Select the correct spelling of the word if it appears on the list shown
- The word will now be automatically corrected as you type
Use Your Mouse's Scroll Wheel to Zoom (12/05)
In many applications (Word, Excel, Outlook, PowerPoint, and most Web Pages) you can use your mouse's scroll wheel to zoom in and out. Here's how: Hold down the CTRL key while using the scroll wheel on your mouse – up will zoom out and down will zoom in. In Word you can even zoom down to multiple pages on the screen. (This tip is great for those of us who may have a harder time seeing the screen clearly than we used to, but is useful at any age. It is also very handy if you are presenting and want to focus on a particular area of the screen.)
Focus In on Your Outlook Calendar Where You Need To (12/05)
Most of us use our calendar in Outlook to look at either 5 day weeks, 7 day weeks or an entire month. But sometimes you really just want to focus on a 3-day period that might spam two weeks. Or, we'd really like to look at the first week in January and the last week in December. Even better, how about the last week in December and the last week in January. Follow these simple directions:
- Click on Calendar on your folder list to display the thumbnail calendar at the upper left of your screen. Use your mouse to click and drag over the range of dates that you would like to see displayed.
- To display a non-contiguous set of days select the first group, then hold down the CTRL key and select the next set. You can repeat this process until you've selected all the dates you need to see.
Does Your Office Work in Multiple Time Zones?(12/05)
You can view your calendar with two time zones listed on the side of the detailed view - that way you won't have to worry about things like "it its 8 AM in D.C. what time is it in Hong Kong…" To make this change:
- While you are viewing your calendar, put your cursor over the list of times to the left of your detailed calendar.
- Right-click and select "Change Time Zones".
- Select "Show additional time zone", give your new time zone a label (could be HQ, or Paris, or whatever works for you) and select their time zone.
- Select OK and Exit. You will now see both time zones listed. Note that if you would like to swap the appearance of the time zones, you can select "swap time zones".
Let Excel Talk to You (12/05)
Ok, there is debate about whether or not this is really worth it, but we think it is fun and can be helpful. When entering data, it can be valuable to have it either read the data back to you or read it as you type each entry. Give it a try and let us know whether you vote for useful, fun, both or possibly even neither! To turn on the speech capabilities:
- Select Tools > Speech > Show Text to Speech Toolbar To review data that has been previously entered:
- Select the cells that you would like read. Select "Read Cells" (note that you can select read by columns or read by rows)
- To review data as you enter it select "Speak on Enter"
- To stop this at any time Select "Stop Speaking".
PowerPoint Delivery Tips (12/05)
Many of us use PowerPoint to deliver presentations. Here are a few hints to make that can make your presentation more impressive.
While viewing a Slideshow.
- The "w" key will make the screen go white; the "b" key will make it go black. Repeating this will restore the slide show. This is useful during question periods or breaks where you would prefer the audience not focus on the screen or at the beginning of a presentation when you'd like to be all setup but not give away your first slide!
- CTRL P gives you an on screen pen that you can use to make notes or focus the audience on a particular portion of the screen. Pressing the "e" key will erase what you have written on that page (known as ink annotations).
- While you have the pen and are in slide show mode, right clicking will bring up an option screen that allows you to select among several different pens (Pointer Options > ballpoint, felt tip, highlighter). You can save your presentation with the annotations if you like – the annotations are a graphic that is placed on top of the individual slides.
Microsoft Outlook's Out-of-Office Assistant (11/05)
Microsoft Outlook's Out-of-Office Assistant is a great tool when you'll be away but would like to make sure that people know you won't get back to them for a while, and ensure that urgent business is attended to. For example, you can set it up so that everyone who sends you a message gets a reply saying that you're out of the office, whom to contact in your absence, when you'll be returning, etc. To do this:
- On the Tools menu, select Out of Office Assistant. Select whether you're In or Out of the office right now. (You can always change this later.)
- In the first blank box, type the message you want to go out. A typical message includes how long you'll be away and whom to contact with urgent requests.
- Click OK. This is the simplest way to use this feature.
If there are special circumstances you'd like to plan for (for example, mail from a certain sender should be forwarded to your boss, or mail with a certain word in the subject line should be forwarded to another staff member) you can create a rule to deal with this situation:
- Select Tools > Out of Office Assistant > Add Rule
- Fill in the relevant criteria on the top of the window (from, to, subject, etc.)
- Select the action you'd like performed when the criteria are met
- Select OK
For example, you might want to add a rule that says when an email arrives that has a specific customer's name in the sender's address, subject field or message body, that email should be forwarded to your assistant. To do this:
- Enter the customer's name in the Sender, Subject and Message Body fields
- Select Forward, and enter your assistant's email address in the field marked To
- Select OK , then OK
Using Tables in Microsoft Word (10/05)
Note: Most of these tips will work in earlier versions of Word, but have been specifically tested in Word 2003.Tables in Microsoft Word can enhance your documents, but can also be very frustrating. We’ve gathered together our favorite tips for working with tables below.
- To merge table cells to make a table title, select the cells, and then click MERGE CELLS on the TABLE menu.
- To add a row at the end of a table, click the last cell, and then press TAB.
- To insert a tab character in a table cell, press CTRL+TAB.
- To number rows in a table, select the left column, and then click the NUMBERING button.
- To number columns in a table, select the top row, and then click the NUMBERING button.
- To move a table row up or down, select the row, and then press ALT+SHIFT+UP ARROW or ALT+SHIFT+DOWN ARROW.
- Word automatically creates margins within each cell to ensure space around your data. There may be times that you want to eliminate or change the margins. To do this select TABLE>TABLE PROPERTIES>CELL>OPTIONS. You can alter the margins of the cells you have selected, and you can select either wrapping the text or fitting the text to the cell.
- Nested tables provide a great deal of flexibility when formatting Word documents. They are the easiest and most flexible way to format a table with text next to the table. To create a nested table, simply insert a table into a cell in an existing table.
- Sizing rows and columns: By default, new Word tables are set to automatically fit between the margins — that setting is called AUTOFIT TO WINDOW. To access this setting, select TABLE>AUTOFIT. When a table has this setting, the size of the columns will automatically adjust to accommodate any content you add to the table, in order to keep the table within the margins. Other options include DISTRIBUTE ROWS/COLUMNS EVENLY or FIXED COLUMN WIDTH.
Microsoft Excel: Nifty Tricks that Save Time & Other Cool Stuff (9/05)
How to Transpose Data
Have you ever had a bunch of data in a spreadsheet and thought “this would be much easier to work with if I had it in a row (or a column) instead?” This is very easy to do:
- Select the row or column you want to change
- Press Ctrl+C to copy it and then put your cursor in the top/left most cell where you want the column/row to end up.
- On the Edit menu click Paste Special and then click Transpose.
Select Only Blank Cells
If you’ve ever been working with a spreadsheet where you’d like to highlight or otherwise format blank cells, this can be a handy trick:
- Select the range containing the blank cells
- Click Go To on the Edit menu, click Special, and then click Blanks
- You can now tab through or format only the selected blank cells
Copying Info into a Spreadsheet
When you want to copy content into Excel you usually would like it to have the same format as the rest of the spreadsheet. Just double-click the cell before you paste the content in, and the format will be consistent.
Outlook: Save Time & Create More Informative Tasks, Emails, etc. (8/05)
Outlook can create an item from any item of a different type. For example, you can drag an email to the calendar to create an item on the calendar, or you can drag a task item to an email to send information to someone about a particular task.
To create a task from an email
View your Inbox and click on and drag the desired email to the Tasks button in the Navigation Pane (this is the row of icons at the bottom of the left hand pane of Outlook). (The Task button looks like a clipboard with a checkmark on it - we all love checking those items off!) Release the mouse button and a new task then opens with the email in the body of the task. Fill in the rest of the information about the task, and then click Save and Close.
To create an email from a calendar item
View your Calendar, and drag the desired appointment to the Mail button in the Navigation Pane. (The Mail button looks like an envelope.) Release the mouse button and a new email then opens with the appointment information in the body of the email. Complete the email, and then click Send.
Play around with the various possibilities – once you develop the habit of using this process you’ll save time and have more information where you want it!
Microsoft Office Clipboard – Helpful or Annoying? (7/05)
Have you ever been working in Excel and copied some cells only to have the clipboard panel pop up on the right and shrink the visible portion of your worksheet? (Particularly annoying for those of us with small screens!) Here's what is behind that and how to get rid of it. (Office XP/2000 and later)
Office 2000 introduced a clipboard that can hold more than one item (now up to 24) as well as copy and paste among different programs. This can be very useful but and also intrude when you don’t really need it.
Take a look at the Office Clipboard by going to EDIT>Office Clipboard. The Clipboard will pop up on the right-hand side of your screen. Click on Options at the bottom and decide what you’d like to clipboard to do. The choices you will see are:
- Show Office Clipboard Automatically
- Show Office Clipboard When CTRL+C Pressed Twice
- Collect Without Showing Office Clipboard
- Show Office Clipboard Icon on Taskbar
- Show Status Near Taskbar When Copying
We’d recommend selecting “Collect Without Showing Office Clipboard” – this lets Office go ahead and collect information as you work, but doesn’t intrude unless you need it. You can also select “Show Office Clipboard When CTRL+C Pressed Twice” – this is just a shortcut to displaying the clipboard. Any settings you select for the Office Clipboard will determine its behavior in all the programs that support it.
Find, Read & Organize Your Email with Search Folders (6/05)
Search Folders are special folders that help you organize your mail according to rules. They are virtual folders – the messages don’t actually exist there but it looks as if they do. Outlook automatically creates three search folders (they are inside SEARCH FOLDERS):
You may be familiar with Outlook rules (for example a rule might specify that all mail from a certain user is automatically moved from your Inbox to a certain folder). Search Folders are similar except that while rules have permanent consequences, Search Folders simply organize and point to mail that STILL EXISTS in its original location. The really powerful part of Search Folders is that you can create and customize them according to criteria that you setup. Some examples – a search folder could contain all mail from a certain person, all mail regarding a specific subject, or all mail sent to a specific person.
To create a customized Search Folder:
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Right Click on SEARCH FOLDERS in your Outlook Folder List
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Select NEW SEARCH FOLDER
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Either select one of the pre-configured SEARCH FOLDERS or scroll to the bottom and select “CREATE A CUSTOM SEARCH FOLDER”
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If you select one of the pre-configured SEARCH FOLDERS then click OK and the folder will be created
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If you select CREATE A CUSTOM SEARCH FOLDER, then select CHOOSE to specify your criteria, then select OK.
One important point: Deleting a Search Folder does not delete the emails in the search folder – remember, it is just a virtual folder. However, if you delete a message within a search folder, you are deleting the email.
For more in depth information and a tutorial on Search Folders, go to http://office.microsoft.com/training/Training.aspx?AssetID=RP010778661033&CTT=6&Origin=RC010778621033
Control How Text is Pasted (Word XP/2002, 2003) (5/05)
Combining multiple documents can result in a headache of mismatched styles, as evidence by multiple fonts, varying size text, tabs that don’t line up, etc.. To avoid this, after you “PASTE” into the target document, use the PASTE OPTIONS button, which appears as a small icon immediately below your pasted selection. Click on the icon and you will be given the following options:
- Keep Source Formatting
- Match Destination Formatting
- Keep Text Only
- Apply Style or Formatting…
You will typically “MATCH DESTINATION FORMATTING”, which will result in the pasted text looking like it was meant to be a part of your document. If that doesn’t yield the result you were looking for, try “KEEP TEXT ONLY” which will usually match the font and point size of your pasted text with that of your target document, but will lose formatting such as bullets, bolding, italics, etc.
Save Time Using “My Places” to Open & Save Files (Office 2003, Office XP) (4/05)
As you work in Microsoft applications (Word, Excel, PowerPoint, Outlook, etc.) and use commands such as Save As, Open, and Insert Pictures, a list of folders known as “My Places” appears on the left-hand side of the dialog box (typically Desktop, My Recent Documents, My Documents, etc.) Adding frequently used folders to this list of folders makes faster work of navigating your file structure (you can add up to 256 folders).
Here’s how it works (you need to be in an application such as Word, Excel, PowerPoint, Outlook, etc.):
Add a Shortcut to the My Places Bar:
1. On the File menu, click Open.
2. In the Open dialog box, click the item that you want to add to the My Places bar.
3. Click Tools, then click Add to “My Places”. Your shortcut will now appear at the bottom of the My Places bar.
Remove a Shortcut from the My Places Bar:
1. On the File menu, click Open.
2. On the My Places bar, right-click the shortcut that you want to remove, and then click Remove on the shortcut menu.
Note: you cannot remove the default shortcuts such as My Documents without editing the Windows registry which is beyond the scope of this article. Microsoft Knowledgebase article 282087 has more information.
Sorting Email Messages by Multiple Columns in Outlook 2003 & Outlook XP (3/05)
We all know how to sort our overflowing inbox by a single criteria (sender, date, subject, etc.) However, what if you want to look at all messages sent by a particular person, and then sort those by date? It is actually quite easy - first, sort by your first criteria by clicking on the relevant column heading (for example, Sender). Then, holding the shift key down, click on the next column heading, such as Subject. All the messages will be sorted by sender, and within each sender the messages will be sorted by subject. You can add more criteria by repeating "the shift-click on column heading" process.
Automatically Add Holidays to Your Outlook Calendar (all versions of Outlook) (3/05)
On the Tools menu, click Options>Calendar Options>Add Holidays.
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