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1
ISMT E-120Desktop Applications for Managers
Standardizing and Automating Work
2
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?
4
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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