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ISMT E-120Desktop Applications for Managers

Standardizing and Automating Work

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Standardizing andAutomating Work

• Document Templates• Macros• Forms

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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?

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Word Templates

• Styles• Text• Images• Bookmarks• Quick Parts - AutoText• Later …Macros

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Bookmarks

• Named Location you jump to• GoTo that location

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Quick Parts - AutoText

• Named Chunks of Text• Can streamline data entry• Insert into document• Attach to templates

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Excel Templates

• Worksheets• Charts

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Worksheets

• Formulas, text, values• Names

– Ranges (selection of 2 or more cells)– Values– Formulas

• Formatting

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Charts

• Link to Worksheet• Use Named Ranges!• Formatting

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PowerPoint Templates

• Masters• Designs & Themes• Layout• Fonts• Transition Effects

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Standardizing and Automating Work

• Tables to Charts• Templates• Macros• Forms

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Macros

• Repeat Sequence of Actions• Exact Replica• Small Program• Visual Basic for Applications (VBA)

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Macro Recorder

In 2007• Develop > Code• View > Macro

In 2003• Tools > Macro > Record > New Macro

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Sample Macros

• Word -- Transpose Characters• Excel• PowerPoint• Access – when we cover Access

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Invoking Macros

• View Macros or Developer > Macros• Macro button• Keyboard Shortcut

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Standardizing and Automating Work

• Tables to Charts• Templates• Macros• Forms

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Forms

• Word• Excel• Access

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Word Forms

• Limited set of form control types• Must Save as Template

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Word Forms Objects

• Text field • Date-picker• Drop-Down & Combo Box• Building Block Gallery

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Excel Forms

• More Robust Set of Objects• Limited Text-Handling Ability• Must Save as Template

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Excel Forms Objects

• Label• Text Box• Group Box• Check Box• Option Button

• List Box• Combo Box• Scroll Bar• Spin Button• Button

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Excel - 3 Sheet Approach

• One Worksheet for Form• One Worksheet for Data• One Worksheet for Results• Hide Data and Results

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Then What?

• Word– save as document– save data only (.txt)

• Excel– save as workbook– integrate with database (later)

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Standardizing and Automating Work

• Templates• Macros • Forms

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Next

Introduction to Microsoft Access