Office 2007 New Features Instructors Notes

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1 Office 2007 New Features Instructors Notes Revised 3/27/2007

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3 Office 2007 New Features Audience Description Objectives This course is appropriate for those who are familiar with the features of Microsoft Office 2000/XP/2003 and Windows and want to learn the differences between these applications and Microsoft Office This course uses a combination of lecture and hands on guided instructions to familiarize students with the "common" differences between Office 2000/XP and Office The focus is to give an overview of the differences that are similar in all Office 2007 applications, so that these do not have to be explained in each individual application differences course. The topics covered include: common new features, as well as specific Word, Excel, PowerPoint and Outlook new features. Upon successful completion of the course, students should be able to: Common Use the Ribbon to access commands Use the Microsoft Office Button to control document files and set program options Use and customize the Quick Access Toolbar Display the Mini Toolbar and customize it for frequently used formatting commands Apply gallery options Use the Dialog Box Launchers to display dialog boxes for more control over results Create an illustration with SmartArt Discuss the benefits of the new XML file format Effectively share files with previous versions of Office Understand and use Live Preview Word Apply a Quick Style, Display the Styles pane and apply a style from the Styles Pane, Create and insert Quick Parts Insert a Quick Table Work with themes Excel Apply conditional formatting Effectively create and format tables and apply a table style Apply new sorting and filtering tools Create and format charts using new chart tools Work with the new formula writing tools PowerPoint Effectively insert and format tables Insert a Quick Table RAMCO Course # /20/2007

4 Apply a slide theme Edit slide colors, fonts, background, etc. Apply animations to slides and objects Outlook Use the To-Do bar to keep track of upcoming tasks and appointments Insert a business card and calendar into an message Work with tasks in the task area of the Calendar Create, edit, and customize electronic business cards Navigate through messages, calendar appointments, contacts, and tasks, with the Previous/Next buttons Categorize messages, calendar appointments, contacts, and tasks Change Outlook and item options Length Trademarks 1 day This manual is based on software created by Microsoft: Excel, Word, PowerPoint, and Outlook. I. Office 2007 Common New Features A. The New User Interface B. The Microsoft Office Button C. The Quick Access Toolbar D. The Mini Toolbar E. The Ribbon F. Keyboard Navigation and Issuing Commands G. Achieving Formatting Results H. Using Illustrations I. XML File Format Word, Excel, and PowerPoint II. III. Word A. The Home Tab B. The Insert Tab C. The Page Layout Tab D. References and Mailings Tabs E. Review and View Tabs Excel A. General Differences B. The Home Tab C. The Insert Tab D. The Page Layout Tab IV. E. The Formulas Tab F. The formula bar G. The Data Tab H. The Review Tab I. The View Tab J. File Types K. New Limits PowerPoint A. General Differences B. The Home Tab C. The Insert Tab D. The Design Tab E. The Animations and Slide Show Tabs F. The Review Tab G. The View Tab H. Optional: Sharing Slides with the Library SharePoint Server V. Outlook A. Mail B. Calendar C. Contacts D. Tasks E. Outlook Options Course # /20/2007

5 Office 2007 Common New Features Audience Description Objectives Length This course is appropriate for those who are familiar with the common features of Office 2000/XP/2003 and Windows. This course uses a combination of lecture and hands on guided instructions to familiarize students with the "common" differences between Office 2000/XP/2003 and Office The focus will be to give an overview of the differences that are similar in all Office 2007 applications, so that these do not have to be explained in each individual application differences module. The intention is not to teach functionality to students who are not familiar with the topic, but to familiarize experienced users with where the topics are now in the program. The topics covered include the: new user interface, Ribbon; Microsoft Office button, Quick Access Toolbar, Mini Toolbar, Galleries, Illustrations, Keyboard Navigation, XML file format, and Live Preview. Upon successful completion of the course, students should be able to: Explain the purpose for the user interface redesign Use the Ribbon to access commands Use the Microsoft Office Button to control document files and set program options Effectively share files with previous versions of Office Use and customize the Quick Access Toolbar Display the Mini Toolbar and customize it for frequently used formatting commands Apply gallery options Use the Dialog Box Launchers to display dialog boxes for more control over results Understand and use Live Preview Create an illustration with SmartArt Discuss the benefits of the new XML file format 50 minutes [Open Word, Excel, and PowerPoint to demonstrate features] I. The New User Interface A. Word, Excel, PowerPoint, and Outlook: These four programs have the new Microsoft Office UI. The new interface is used in Outlook when composing e- mail messages, creating tasks or contacts, and setting up meetings. B. Purpose: The user interface was redesigned to make it easier to locate the hundreds of commands in each program. RAMCO Course # 6012 Common Instructors Notes 3/19/2007

6 C. Screen Object Locations [Point out new features/locations on screen. Focus on location only here.] 1. MS Office Button 2. Quick Access Tool Bar 3. Ribbon a. Tabs b. Groups c. Commands 4. View buttons 5. Zoom tool 6. Document Close Button [Now the same as the application Close button when only 1 document is opened.] D. Super Tooltips [Point to objects on the Ribbon to show detailed tool tips] II. The Microsoft Office Button A. Using the Office Button Menu [Click on a menu command to access the dialog box; point at the arrow to get more options] B. Using the Microsoft Office Button: All the things you can do with a document: share it, protect it, print it, publish it, and send it are on the Microsoft Office button.[explain each command choice and compatibility issues. Open Contract 2003 version.doc and Contract 2007 version.docx to compare old and new versions.] 1. Office 2007 saves new documents as If file created in previous versions are opened, it displays (Compatibility Mode) in Title bar and saves file as that version. Use Save As or Convert option to change files saved in previous versions to 2007 version. Note: Convert only appears if an older version of the document is open. 2. Backward Compatibility: Can choose which format is used when any individual document is saved from within the 2007 application. Can also change Options to set another format as default. [Demonstrate using Excel, PowerPoint, or Word] 3. Files saved as 2007 version can be opened in previous versions with a free converter. 4. Print Preview: Note the Print Preview tab which displays. C. Finishing Options: For inspecting the document, restricting permission, digital signature, etc. [Explain Inspect Document] D. Publishing to PDF: Can publish to PDF with add-in available on the Microsoft web site. E. Program Options: Previously in Tools, Options, now in Microsoft Office Button menu. [Demonstrate this window.] 1. Popular controls settings for ALL applications. 2. Other options are for the current application. However, the options in the last half of the menu are the same for all applications. Course # 6012 Common Instructors Notes 3/19/2007

7 3. OPTIONAL: To turn on Smart Tags, In Add-Ins, Manage: from list choose Smart Tags, turn on and select desired Smart Tags. III. The Quick Access Toolbar A. What is the Quick Access Toolbar? The small area to the upper left of the Ribbon that contains frequently used commands B. Customizing the Quick Access Toolbar (use Program Options, right-click on command in ribbon or use tool at the end of the toolbar) [Customize in Excel and show toolbar is NOT changed in Word and PowerPoint] Let students practice adding commands to Quick Access Toolbar. IV. The Mini Toolbar A. What is the Mini Toolbar? [Selected Formatting commands placed on a separate toolbar available no matter which Ribbon tab is active. Displays when text is selected. Must be turned on in Program Options. May have to right-click if it does not readily display.] B. Using the Mini Toolbar: [Displays grayed out when text is selected; Point to access the commands; Compare Word and Excel Mini Toolbars] V. The Ribbon A. Tabs on the Ribbon: [Display groups of commands that are most relevant for each of the task areas in the applications; Demo 2 programs] B. The Dialog Box Launcher: Displays a traditional dialog box for greater control[demo using Font dialog box, which will look familiar] C. The Home Tab: Provides easy access to the most frequently used commands [Compare to Standard Toolbar] D. Contextual Tabs: Provide access to features relevant to the current object, appearing only when needed[use chart in Creating Charts.xlsx to demonstrate or Print Preview tab illustrated earlier.] E. Hide/show the Ribbon [Double-click any tab] VI. Keyboard Navigation and Issuing Commands A. Methods of Navigation 1. Mouse [mouse works the way it always has] 2. Access Keys (for quick access to the Ribbon) B. Access Key: ALT key displays Key Tips (as Badges) and turns on keyboard access to the ribbon. ALT to hide Key Tips. C. Using Arrows and Tabs to Navigate the Ribbon ALT 2 times to re-display badges] D. Shortcuts from Previous Versions still work [there are a few exceptions.[demo a few shortcuts.] E. Issuing Commands 1. Clicking Mouse Course # 6012 Common Instructors Notes 3/19/2007

8 2. Pressing ENTER or Spacebar 3. Shortcut Key Combinations (to carry out a command e.g. CTRL C, CTRL W to close document) Let students practice with navigation. VII. Achieving Formatting Results A. What are Themes and Galleries? 1. Galleries: a display of a set of results which when one is selected, applies the results to the document/ spreadsheet/database etc. Galleries contain predesigned results as well as items the user adds. [In Word, Add a quick style to the title and subheadings in Contract 2007 version.docx. Display entire gallery of quick styles.] 2. Themes: a set of colors, fonts, and other formatting details that can be applied to documents, worksheets, presentations in Office Predesigned themes are part of the suite and customized ones can also be added. Document themes are shared across the programs. [In Word, On Page Layout tab, show how the applied quick styles change as you point to different themes.] B. Live Preview: Shows the results of applying an editing or formatting change as the user moves the pointer over the option. [Previous demo was live preview. Move over table styles again and point out how the table changes even though it is not applied. Add text to one cell and use font to demonstrate another.] [Another Example of galleries, themes and live preview: add a Table and use Quick Tables gallery to format. Note context sensitive tabs which display when a particular object is selected. We will get into more detail later.] C. Dialog Box Launcher: traditional dialog box interfaces are still available for those who need more control over the results. [Display Font dialog box.] VIII. Using Illustrations: Most of Office 2007 applications allow inserting graphic elements. A. Pictures from files and clipart: similar to previous versions B. Shapes are no longer on a Drawing Toolbar. C. SmartArt: new in Office [Program knows if file is older version and will not display all options. DEMO this by selecting SmartArt in Contract 2003 version.doc, then in Contract 2007 version.docx] 1. [DEMO briefly the Pictures and Shapes command. Focus here on SmartArt. File used must be a 2007 file. Use Word to add SmartArt of your Choice.] 2. [Various applications have additional Illustrations which can be added. Can add non-excel charts to Word, Outlook and PowerPoint and a Photo Album in PowerPoint. Will DEMO these in other modules.] IX. XML File Format Word, Excel, and PowerPoint A. Benefits: Smaller file sizes and improved recovery of corrupted documents reduces the risk of lost information.[compare file sizes of Contract 2003 version.doc and Contract 2007 version.docx and MyWorkbook.xls and My Workbook.xlsx in CLASS folder.] Course # 6012 Common Instructors Notes 3/19/2007

9 B. Based on XML which allows one to Open and automatically edit Microsoft Office Word, Microsoft Office Excel, and Microsoft Office PowerPoint files with any XML processing program without having to "Save As" XML. C. Zip Technology built into files. D. Microsoft Office Compatibility Pack for 2007 Office Word, Excel, and PowerPoint File Formats 1. What is a Converter? Software for opening Office 2007 files with previous versions of Office are available free at the Microsoft web site. 2. Office Version Requirements: The Compatibility Pack works only with Microsoft Office 2003 SP1, Office XP SP3, and Office 2000 SP3. 3. Operating System Requirements: The Compatibility Pack works only on the following operating systems: Microsoft Windows Server 2003, Windows XP SP1, and Windows 2000 SP4. New Features Exercise Course # 6012 Common Instructors Notes 3/19/2007

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11 Word 2007 New Features Audience Description Objectives Length This course is appropriate for those who are familiar with the features of Word 2000/XP/2003 and Windows who want to develop an understanding of the differences between Word 2000/XP/2003. Students should be familiar with Word. This course uses a combination of lecture and hands on guided instructions to familiarize students with the "common" differences between Word 2000/XP/2003. The focus will be to give an overview of the differences, not a detailed explanation and instruction on each feature. The intention is not to teach functionality to students who are not familiar with the topic, but to familiarize experienced users with where the topics are now in the program. Upon successful completion of the course, students should be able to: Use the new formatting buttons Apply a Quick Style, Display the Styles pane and apply a style from the Styles pane, Use the new page insertion options Effectively insert and format tables Create and insert Quick Parts Insert and edit an Excel spreadsheet in Word Insert a Quick Table Insert SmartArt Create a header/footer using the preformatted choices Work with themes Find features from previous versions in the new Ribbon 50 minutes I. The Home Tab - [Open Word Demo.docx for demos. Note difference in Views, Normal is now Draft] A. Font Group [use 1 st paragraph] 1. Clear Formatting Button 2. Grow/Increase Font Buttons [Change the 2 nd and 3 rd line in 1 st paragraph to 10 point, then increase/decrease font and see results on all lines] 3. Change Case Button B. Paragraph Group [use IX. Vacation paragraph or New document] 1. Multilevel List Button [Add multilevel scheme and indent the 2 nd and 3 rd lines with the Paragraph Indent commands] RAMCO Course # 6012 Word Instructors Notes 4/28/2007

12 2. Line Spacing Button [Use first word wrapped paragraph to DEMO changing spacing. Note change in remove and add space before/after options.] 3. Shading Button [Review briefly. The color choices are based on Theme selected.] 4. Sort Button [Review briefly] C. Styles Group 1. Quick Styles [Select the first paragraph (Midtek name and address) and apply the Title Quick Styles; show Style Sets available. Select paragraphs with Roman numerals (use CTRL key) and apply the Subtitle style] 2. Styles Window [Using the dialog box launcher, display and explain the Styles pane; point out the Task Pane Options button; based on student experience, decide whether or not to show the Styles Gallery Options.] D. Editing Group 1. Select Button [Explain: use for selecting objects that may be hidden behind text, tables, or other objects and for applying a newly created style to similarly formatted text] II. The Insert Tab [Start a new document for demos] A. Pages Group [Review Briefly] 1. Cover Page 2. Blank Page 3. Page Break B. Tables Group 1. The Table Tools [Insert a plain table; explore Table Tools Design and Layout tabs that display when table is selected; Show how Table Style Options selected affect Table Styles choices (demo with banded rows and columns for good visual); Hover over table styles for preview; Note Data option in Layout tab. To convert text to table, Insert, Table drop down.] 2. Quick Tables [Format inserted table with Quick Table format-note new Design and Layout tabs] 3. Excel Spreadsheet [Insert an Excel SS, Excel Ribbon displays when spreadsheet is active] C. Illustrations Group [SmartArt should have been covered in Common Features] D. Links Group [Review briefly] E. Building Blocks are elements of a document which can be used over and over again. Headers, Footers, saved text (Quick Parts), styles are just a few of the possible building blocks that can be used (MS pre-determined elements) and created by the user. F. Header and Footer Group 1. To start a header/footer from scratch, after clicking Add a Header/Footer button, choose Edit the header/footer. [DEMO adding a header this way.] Course # 6012 Word Instructors Notes 4/28/2007

13 2. Can also use a header/footer from the gallery and create your own header to add to the gallery. [Insert a footer from the gallery, then add a logo either from clipart or copy and paste from Word document logos.docx document. Select the text and picture and click on Footer fly button and select Save in Footer Gallery.] G. Text Group: Quick Parts replaces AutoText [Create a Quick Part from your name and address. Insert the Quick Part from the command. Note list of Quick Parts and Building Blocks Organizer] 1. Inserting a Quick Part from the Building Blocks list. 2. Making your own Quick Part 3. Inserting using F3 INFORMAL PRACTICE on new document, insert Illustrations and/or Quick Parts III. IV. The Page Layout Tab A. Themes Group [Open the file Formatted Contract.docx. Note the Title and Subtitle styles have been applied. Move pointer over various themes to see result in document.] B. Page Background group [Add a page border with 1.5 pt thickness and a color in the theme color pallet. Change theme and note changes in document.] B. Page Setup Group [Another example of Galleries-is the display of Margins, Size and Column choices.] References and Mailings Tabs A. References tab has all choices for adding TOC, Footnotes, Citations, Table of Figures and Indexes-reference manual. [Review briefly. Create TOC if students are interested. Can add TOC using Subtitle Style (remove Heading 1, 2 and 3).] B. Mailings has Creating Labels and Mail Merge [Review briefly] V. Review and View Tabs A. Review Tab-Spell Checking & Tracking Changes work the same as before. [Review briefly] B. Review Tab-Compare documents [DEMO comparing two similar documents. Close all open documents first. Click Compare fly button and use Compare 1.docx and Compare 2.docx. Identify one document as Original and one as Revised and click OK. Close all windows without saving.] C. Review Tab-Protect Document [Review Briefly] D. View Tab- [Review choices in first three groups briefly.] E. View Side by Side [DEMO comparing two similar documents. Open Compare 1.docx and Compare 2.docx again and view the two documents side by side. Scroll down and show that both documents move together. Note change in ribbon.] Course # 6012 Word Instructors Notes 4/28/2007

14 F. Macros: Four File Types.docx,.dotx,.docm, and.dotm (the x stands for XML and the m for macro) The only outward difference you are likely to see with new Word file formats is if you use macros or code. [Review Macros briefly. If you want to DEMO macros, open the file macros.docx and run the macro.] Word Exercise Course # 6012 Word Instructors Notes 4/28/2007

15 Excel 2007 New Features Audience Description Objectives Length This course is appropriate for those who are familiar with the features of Excel 2000/XP/2003 and Windows who want to develop an understanding of the differences between Excel 2000/XP/2003 and Students should be familiar with Excel. This course uses a combination of lecture and hands on guided instructions to familiarize students with the "common" differences between Excel 2000/XP/2003 and Excel The focus will be to give an overview of the basic differences, not a detailed explanation and instruction on each feature. The intention is not to teach functionality to students who are not familiar with the topic, but to familiarize experienced users with where the topics are now in the program. After completing the class, students should be able to: Apply conditional formatting Effectively create and format tables and apply a table style Apply new sorting and filtering tools Optional: create PivotTables and PivotCharts using the new tools Create and format charts using new chart tools Use Page Layout view Work with the new formula writing tools Understand the benefits of using the Name Manager Find features for managing external connections Understand the new file types available Understand new Excel limits Find features from previous versions in the new Ribbon 50 minutes I. General Differences [Start Excel] A. Tabs are same as other Office 2007 programs except for Excel-specific ones such as Formulas and Data B. Still has 3 sheet tabs, but now Insert Worksheet has its own tab. [DEMO making a new sheet tab from the Insert Worksheet tab] RAMCO Course # 6012 Excel Instructors Notes 3/19/2007

16 C. Microsoft Office button is laid out the same as other Office 2007 programs, but some options in each selection are different for Excel. [Explain briefly the Save As, Prepare and Publish] D. Excel Options button [Explain briefly the location of Options and review quickly the Popular, Formulas. and Advanced options] II. The Home Tab A. Styles Group: Conditional Formatting [Open Excel Demo.xlsx, Home tab P&L Sheet and use to explore conditional formatting. Use the CASH row to set up a condition (Highlight Cell Rules) for less than 0, formatting is your choice. If you demo Icons to show how they format the cells, first remove formatting with new Clear Formatting button, then set up a Rule for Icons and how to format cells.] The following are reasons for conditional formatting: 1. Annotation: visually annotate data for both analytical and presentation purposes. 2. Trends: find exceptions and spot important trends in your data. 3. Multiple Conditional Formatting Rules: implement and manage multiple conditional formatting rules that apply rich visual formatting in the form of gradient colors, data bars, and icon sets to data that meets those rules. B. Styles Group: 1. Format as Table [Click Home tab -Format sheet to add table formatting; DEMO: Filter and Sort look the same as before with a few additional options. (Sort by Color, which we will demo later). 2. Use Home tab-personnel sheet to add a Cell Style: Heading 2 to A1:G1.] C. Cells Group [Review briefly] D. Editing Group 1. Fill Button [Use Home tab-personnel sheet and select D2:D19. Use Fill Down command in Editing group. Select E2 and double-click the fill button to DEMO another fill down method.] 2. Clear Button [Review briefly] 3. Sort & Filter Button [Can sort data by color and by up to 64 levels. DEMO by adding conditional formatting to cells F2:F19 Salary greater than Add filter to database, Then sort column F by Color. ] Can filter data by color or by dates; (can display more than 1000 items in the AutoFilter drop-down list); [DEMO filter by color (Column F) and filter dates (use collapse and expand buttons on dates).] 4. Find and Select Button: Conditional Formatting [Find conditional formatting in this sheet. Note: It may be difficult to see selected cells.] Let students practice with Home tab. III. The Insert Tab A. Optional: PivotTables [Note: Review just the basics only briefly. Students should be encouraged to take the Pivot Tables course to see new techniques. Course # 6012 Excel Instructors Notes 3/19/2007

17 1. Continue to use Excel Demo file, Click Insert tab-list 1 Sheet. Select cell A3 and click PivotTables command. Show new layout to create column and row Add Dept as Row Labels, Salary as Sum Value and Active as Column Labels. Add then remove Hire Date as Report Filter. Show sorting the Row labels. Note that Options tab is selected as we work with PivotTables.] 1. You no longer have to drag data to drop zones that aren't always an easy target. Instead, you can simply select the fields that you want to see in a new PivotTable field list. 2. There are many improved techniques in Pivot Tables. Not all are covered here. 3. Many of the same improvements for PivotTables are available for PivotCharts. The layout, style, and format of the PivotCharts can be changed using the same methods as for a regular chart. B. Tables Group [Click Insert tab-list 2 sheet and insert a table using the data in this sheet;] 1. Design tab is active after inserting a table. [Explore new table features in Design tab that displays when table is created/selected.] 2. Name the table in the Ribbon. 3. Table Style Options: table Headers Rows help when working in a long table 4. AutoFilter: turned on by default for more powerful sorting and filtering 5. Table Styles: if an alternate-row style is enabled on a table, Excel maintains the alternating style rule. [Point out that this is the same as when we formatted a table using the Home tab, Styles group. Show how Table Style Options selected affect Quick Styles choices (demo with banded rows and columns for good visual); Hover over table styles for preview.] 6. Automatic AutoFill: a calculated column uses a single formula that adjusts for each row and automatically expands to include additional rows. [Add a new row at the end of the table to demonstrate.] 7. Structured References: use table column header names in formulas instead of cell references, such as A1 or R1C1. [Demo by Adding a new column, labeled Raise. Create a formula =5%* (then point to cell to the left). Note results.] 8. Total Rows: use for custom formulas and text entries C. Illustrations Group [covered previously in Common Features; just point out differences] D. Charts Group [Click the Insert tab- Chart sheet and demo formatting/creating charts if students are interested. New features are:] 1. Special Effects: 3-D, transparency, and soft shadows; Lines are less jagged and 16 million colors are available. 2. OfficeArt: because charts in Excel 2007 are drawn with OfficeArt, almost anything done to an OfficeArt shape can be done to a chart and its elements. For example, you can add a soft shadow or bevel effect to make an element stand out or use transparency to make elements visible that are partially obscured in a chart layout. You can also use realistic 3-D effects (Layout tab, Format Selection, 3-D format). Course # 6012 Excel Instructors Notes 3/19/2007

18 IV. The Page Layout Tab A. Themes Group [Click Page Layout sheet. Apply various themes and note the effects on cells formatted with cell styles.] B. Page Setup Group [go through Page Setup Commands briefly just to orient students to new location. Select column H and set a page break. Set column A as Print Titles. View in Page Layout view for better effect.] C. Scale to Fit, Sheet Options Arrange [Briefly go through new locations for features] V. The Formulas Tab A. Function Library Group [On Function Group sheet, insert several functions and explain briefly the group s commands.] B. Defined Names Group 1. Name cell(s) [On the Naming sheet, name cell B1 as Tax_Rate. Then in cell B10, use the Define Name fly button, Apply Name to replace $B$1 with this name in the formula. Note all formulas in the row have been changed.] 2. What is the Name Manager? Helps organize, update, and manage multiple named ranges in a central location. [Display Name Manager.] 3. Benefits of the Name Manager: Helps users interpret spreadsheet formulas and data. C. Formula Auditing Group [Select E18 and click Trace Precedents several times. (Remove Arrows) and Trace Dependents (Remove Arrows). Explain.] [Select Empl Detail sheet and click Watch Window command. (previously set up by selecting a cell in the Empl Summary sheet.) Change detail numbers and note result in Watch Window. Watch window setup saves with worksheet.] D. Calculation Group [Review Briefly] E. General Formula Improvements [Just Mention] 1. The formula bar automatically resizes to accommodate long, complex formulas, which prevents the formulas from covering other data. More levels of nesting. 2. Function AutoComplete give aid with writing the proper formula syntax 3. In addition to cell references, such as A1 and R1C1, structured references that reference named ranges and tables in a formula are used Let students practice with formulas. VI. The Data Tab [Click Import DB sheet (it is empty)] A. Get External Data Group [In first worksheet, use From Access to get data from Access database: Data tab.mdb, TA_Employee table.] B. Manage Connections Group in Data tab [Use Connections to display the connection to the database. If changes are made to the database, the Refresh commands can be used to update the data in the worksheet.] C. Sort and Filter Group [Using Sort commands sort by city, then by last name. To use Advanced Filter copy row headings to row 79, type TRUE in row 80 below its heading Active. Identify F79:F80 as the criteria location.] Course # 6012 Excel Instructors Notes 3/19/2007

19 D. Data Tools Group [Review briefly to show new location.] E. Outline Group [Sort data by Cities column smallest to largest. Group Bellevue records together. Use buttons on Outline Group or + and - to collapse and expand.] F. Subtotals [Use Subtotal sheet to subtotal by pay code. Select C3:D10 first. Collapse and Expand the subtotals.] VII. The Review Tab [Continue using the same workbook to review briefly the choices in the Review tab. The features are basically the same as in previous versions, the location and display are different.] VIII. The View Tab [Click View sheet] A. Workbook Views Group:[Demo various views especially Page Layout View.] displays how your spreadsheet will look in printed format while working with page headers, footers, and margin settings and placing objects, such as charts or shapes, exactly where you want them. B. Show/Hide Group [Review each briefly] C. Window Group [Review each briefly] D. Macros [Note location of macros.] IX. File Types [Reference only] A. Office Excel 2007 Binary Format. In addition to the new XML-based file formats, Excel also introduces a binary version or (BIFF12) of the segmented compressed file format for large or complex workbooks. B. Binary Benefits: Used for optimal performance and backward compatibility. X. New Limits [Reference only] A. The Grid is now1,048,576 rows by 16,384 columns, which is1,500% more rows and 6,300% more columns than previous versions (columns to XFD instead of IV) B. Formatting: Instead of 4 thousand types of formatting, there is now an unlimited number in the same workbook, and the number of cell references per cell are increased from 8 thousand to limited by available memory. C. Memory Management: Memory is increased from 1 GB of memory to 2 GB. D. Hardware: Excel 2007 supports dual-processors and multithreaded chipsets for faster calculations. E. Colors of up to 16 million colors. Excel Exercise Course # 6012 Excel Instructors Notes 3/19/2007

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21 PowerPoint 2007 New Features Audience Description Objectives Length This course is appropriate for those who are familiar with the features of PowerPoint 2000/XP/2003 and Windows and who want to develop an understanding of the differences between PowerPoint 2000/XP/2003 and Students should be familiar with PowerPoint. This course uses a combination of lecture and hands on guided instructions to familiarize students with the "common" differences between PowerPoint 2000/XP/2003 and PowerPoint The focus will be to give an overview of the differences, not a detailed explanation and instruction on each feature. The intention is not to teach functionality to students who are not familiar with the topic, but to familiarize experienced users with where the topics are now in the program. Upon successful completion of the course, students should be able to: Create new slides Format text and paragraphs with new formatting options Effectively insert and format tables Insert and edit an Excel spreadsheet Insert a Quick Table Insert SmartArt Apply a slide theme Edit slide colors, fonts, background, etc. Apply animations to slides and objects Find features from previous versions in the new Ribbon 50 minutes [File PowerPoint Presentation 2007 version.pptx can be used for all demos] I. General Differences A. View Buttons: Two views available: Normal and Slide Sorter (Outline and Thumbnails are part of Normal View) B. Office button commands have some differences in Save As, Prepare and Publish [Review these briefly. Note Save As PowerPoint Show to take CD or diskette with you and give slide show without PowerPoint.] 1. To show Inspector, add a comment somewhere in the presentation and then Inspect. Remove All] 2. Publish to the Slide Library [Must have SharePoint server to save custom layouts to the slide library] C. PowerPoint Options are located in Office button drop-down [Review briefly] RAMCO Course # 6012 PowerPoint Instructors Notes 3/19/2007

22 II. The Home Tab A. Slides Group 1. Creating a New Slide [Show layout choices for adding a slide] 2. Reuse slides (last option in New Slide gallery/menu) [Browse to the CLASS directory, PowerPoint Presentation 2003 version.ppt and select a few slides.] B. Font Group [Demo several new features in the Font group] 1. New Character Styles. All caps, small caps, strikethrough, doublestrikethrough, and double or color underline 2. Use CTRL for discontinuous Text Selection C. Paragraph Group [Demo several new features in the Paragraph group] 1. Text Wrapping within a Shape [Use slide 9, Drawing Tools to insert and wrap text] 2. Text Alignment [Text in columns or running vertically down a slide are ideal for text boxes.] 3. Fills, Lines, Shadows, Glow, Kerning, and 3-D Effects [Click More Options on Text Direction or Align Text commands] D. Drawing Group [Select the Drawing Tools slide for demo. Apply some Quick Styles; Shape Fill, Shape Outline and Shape Effects. Let students experiment. Shapes is located on two ribbons Insert also] E. Editing Group [Use Slide 9, Drawing Tools] 1. Select Button [Explain: use for selecting objects that may be hidden behind text, tables, or other objects and for applying a newly created style to similarly formatted text] Let students practice with adding slides and formatting. III. The Insert Tab A. Tables Group 1. Using The Ribbon [Insert a plain table; note Design tab is active. Explore Table Tools Design and Layout tabs that display when table is selected; Show how Table Style Options selected affect Table Styles choices (demo with banded rows and columns for good visual); Hover over table styles for preview; Note Data option in Layout tab] 2. Inserting an Excel Spreadsheet [Excel Ribbon displays when spreadsheet is active] B. Illustrations Group [Most commands except for Photo Album previously on the Drawing Toolbar. 1) Insert a photo album and use pictures in China Pictures folder. 2) Then insert new shape; point out Drawing Tools, Format tab, then let students experiment with new shape styles and effects. 3) If there is interest, insert a org chart using the SmartArt and Hierarchy (if this was not done in Word demo).] C. Links Group [Add a Text box with text Click for Applause. Then add an Action to it which plays Applause when clicked.] Course # 6012 PowerPoint Instructors Notes 3/19/2007

23 IV. D. Text and Media Group [Review briefly as most of these should be familiar from Word.] The Design Tab A. Page Setup Group [Go over briefly.] B. Themes Group [Apply a theme to the case study] 1. Colors, Fonts, and Effects [Explore these galleries making changes as students choose] C. Background Group [Change the background style] V. The Animations and Slide Show Tabs [Use the Slide Sorter View] A. Animations tab [Set up an animation style. Use Slide Sorter View (button at bottom) to show various ways the slides can be set up for animation.] B. Slide Show tab [After setting up animations, set up a slide show and run it.] VI. The Review Tab [Review tab is basically the same as the other Office products, but the location and display of the commands are different from other PowerPoint versions; go through quickly] VII. The View Tab [View tab is similar to the other Office products also, but it is important to point out that the Masters are found here. The display of the commands are different from other PowerPoint versions; go through quickly] A. Creating Custom Layouts [Demo only: create a custom layout and show in layout choices] Let students practice with Animations. VIII. Optional: Sharing Slides with the Library Must Have SharePoint Server [Reference only] A. Publishing to the Slide Library B. Purpose of Libraries: Enables users to easily repurpose existing content and build presentations from existing slide sets, reducing the need to re-create content and maintaining a consistent and professional look and feel. C. Synchronizing Slides: Slides remain synchronized with the server version, so content is always up to date PowerPoint Exercise Course # 6012 PowerPoint Instructors Notes 3/19/2007

24

25 Outlook 2007 New Features Audience Description Objectives Length This course is appropriate for those who are familiar with the common features of Outlook 2000/XP/2003 and Windows and who want to develop an understanding of the differences between Outlook XP/2003/2007. Students should be familiar with Outlook. This course uses a combination of lecture and hands on guided instructions to familiarize students with the differences between Outlook 2000/XP/2003 and Outlook The focus will be to give an overview of the differences, not a detailed explanation and instruction on each feature. The intention is not to teach functionality to students who are not familiar with the topic, but to familiarize experienced users with where the topics are now in the program. Upon successful completion of the course, students should be able to: Use the To-Do bar to keep track of upcoming tasks and appointments Insert a business card and calendar into an message Apply a theme to an message Navigate effectively through the Calendar Work with tasks in the task area of the Calendar Create, edit, and customize electronic business cards Manage tasks in the task list and the task area Navigate through messages, calendar appointments, contacts, and tasks, with the Previous/Next buttons Work with context sensitive options Use Word features to create, format, and edit messages, calendar appointments, contacts, and tasks Categorize messages, calendar appointments, contacts, and tasks Change Outlook and item options Find features from previous versions in the new Ribbon 35 minutes I. Mail [Send yourself a couple of s to work with] A. To-Do Bar: Used to keep track of upcoming tasks and appointments: Date Navigator, Upcoming Calendar Appoints, place to enter new tasks, task list; Can include tasks from OneNote, Project, and SharePoint [Demo displaying the To Do Bar. Show how it can be controlled through View, To Do Bar. Minimize/maximize by clicking chevron at top of To Do Bar] B. Navigation area is more Flexible [DEMO Minimizing the Navigation area and restoring] RAMCO Course # 6012 Outlook Instructors Notes 3/19/2007

26 C. Flags [Set a flag for follow-up and show how it is added to the To-Do Bar, Task List and Calendar. Note difference in Flag colors.] D. Color Categories [Add a category to a mail in the Inbox by right-clicking. To edit the categories, choose Edit, Categorize, All Categories.] E. Message Tab [Start a new ] 1. Message Screen: same ribbon as other Office 2007 products [Start new message and display Office button options.] 2. Editor Options [When in the Office button options, click Editor options and review them briefly.] 3. Include Group [Fill out header info and then add message. Explain Insert Item, Insert Business Card and Insert Calendar buttons (calendar can be viewed in Outlook or through browser). Attach a business card or calendar item and send to yourself.] 4. Context Sensitive Options [Show how certain groups and buttons (use Insert tab) are only available when the insertion point is in the body of the message not in header.] 5. Flag Features: both flag to recipient and sender. [Demo setting a flag to a message you are sending and note the expansion of flags.] 6. Attachment Preview [When you receive the , show how Preview works by previewing the items sent to yourself.] F. Insert Tab: Since Word is the editor, many Word features are now available: Tables, Illustrations, Links, Text, and Symbols groups 1. Include Group [Focus on Signatures. Explain signatures if necessary. DEMO new method for creating signatures. (Can still go through Tools, Options, Signatures to create. A separate file is created for each signature which is stored in the Signatures folder with other Documents and Settingsdefault.)] 2. Quick Parts: same as other Office 2007 Programs [Signatures are specific to Outlook, Quick Parts is a feature in all Office 2007 Program. They do essentially the same thing. Review other commands on this tab briefly.] G. Options Tab [Most are previous message options; Themes is the only new feature; Follow-up flags can be tracked in the To-Do bar, Inbox, and Calendar. Review briefly showing different interface.] H. Format Text Tab [Since Word is the editor, many Word features are now available: Most formatting is carried over from previous version. Styles are new-demo this. Review briefly all groups.] Let students practice with mail. II. Calendar A. The New Look [Bigger display of Day, Week, Month buttons; Click on a day heading in Course # 6012 Outlook Instructors Notes 3/19/2007

27 Month view to display the day in Day view] B. Back and Forward Buttons [DEMO] C. Tasks Area [Use to track completed tasks; Completed items are crossed out and "stick" to the day; tasks not complete carry over to the next day until completed] D. Scheduling [With Exchange Server 2007 scheduling is easier. DEMO Start a Meeting and invite others. Note when you start this, the first tab is Appointment, but changes to Meeting when you invite others. E. Appointment Tab 1. Show Group [Review all Meeting/Appointment options on the tab.] 2. Options Group [Show more categorizing colors] F. Insert Tab [Since Word is the editor, many Word features are now available: Tables, Illustrations, Links, Text, and Symbols groups. Review briefly.] G. Format Text Tab [Since Word is the editor, many Word features are now available: Styles, Zoom, Editing groups. Review briefly.] using Business Card button; Show Categorize button.] C. Insert Tab [Since Word is the editor, many Word features are now available: Tables, Illustrations, Links, Text, and Symbols groups. Show briefly.] D. Format Text Tab [Since Word is the editor, many Word features are now available: Styles, Zoom, Editing groups. Show briefly.]] III. Contacts A. Electronic Business Cards [Quickly DEMO creating a contact and include picture maria.jpg; create one more contact and point out guide (like a dictionary) to left of Search box.] B. Contact Tab 1. Options Group [DEMO Customizing the layout Course # 6012 Outlook Instructors Notes 3/19/2007

28 IV. Tasks [Relate look of tasks to other parts of Outlook] A. Tasks now displayed in the Calendar. Additional views. DEMO starting a new task and review the Task tab briefly.] B. Insert Tab [Since Word is the editor, many Word features are now available: Tables, Illustrations, Links, Text, and Symbols groups. Show briefly.]] C. Format Text Tab [Since Word is the editor, many Word features are now available: Styles, Zoom, Editing groups. Show briefly.]] includes and enables Windows Desktop Search. 2. If Instant Search is not enabled, search performance and functionality will be limited. E. Previous/Next Item Buttons [In Item Quick Access Toolbar, DEMO (several messages/calendar appointments/contacts/tasks must be saved to activate buttons)] Outlook Exercise V. Outlook Options A. Tools, Options [Show that Tools, Options are still in the same place. These are general options. Options specific to creating a message, appt, etc. are in the Office button after starting a new message, appt., etc.] B. Editor Options [Start a new message/calendar appointment/contact/task and change some options using Office button, Editor Options] C. Personalize [Options in Editor Options, Popular are shared by other Office 2007 applications.] D. Search: Search is faster and centrally located. [DEMO searching Mail. Use to enclose words that are to be all included in the search. DEMO searching Calendar.] 1. Windows Desktop Search component is not installed on your computer, a dialog box displays prompting to download the software. Outlook must be restarted for Instant Search to function. Windows Vista Course # 6012 Outlook Instructors Notes 3/19/2007

29 Microsoft Office 2007 Common New Features Quick Reference Card Microsoft Office Word 2007 The Microsoft Office button The Quick Access Toolbar The Ribbon A gallery The Mini Toolbar View buttons Zoom tools The New User Interface Word, Excel, PowerPoint, and Outlook have the new Microsoft Office User Interface. The new interface is used in Outlook when composing messages, creating tasks or contacts, and setting up meetings. The user interface was redesigned to make it easier to locate the hundreds of commands in each program Some screen objects have been redesigned and/or moved: View buttons, Zoom tool, Document Close button (now the same as the application Close button when document window is maximized) Copyright 2007 RAMCO Consulting Services, Inc. Office 2007 Common New Features /25/2007-OG Page 1

30 Microsoft Office button controls all the actions you can do with a document: share it, protect it, print it, publish it, and send it. Finishing options are available for inspecting the document, restricting permission, digital signature, etc. Set program options formerly in Tools, Options with the Options button at the bottom of the Microsoft Office Button menu window. The Quick Access Toolbar is the small area to the right of the Microsoft Office button containing frequently used commands. You can add your favorite commands to it, so that they are available no matter which tab is active. To add commands to the Quick Access Toolbar, right-click the command you want to add and then click Add to Quick Access Toolbar. The Mini Toolbar makes frequently used formatting commands available no matter which Ribbon tab is active. It displays grayed out when text is selected. Point to access the commands. Notes Office 2007 Common New Features Copyright 2007 RAMCO Consulting Services, Inc. Page /25/2007-OG

31 The Ribbon Tabs on the Ribbon display groups of commands most relevant for each task area The Dialog Box Launcher displays a traditional dialog box The Home tab provides easy access to the most frequently used commands Contextual tabs display as needed to provide access to features relevant to the current object Grayed out buttons are not active based on the current selection Hide/show the Ribbon by double-clicking any tab The Quick Access Toolbar can be displayed above or below the Ribbon by clicking on the Quick Access Toolbar. Press ALT key to display Key Tips for access from the keyboard Quick keys from previous versions of Office are still the same in this version for the most part. The Help button launches Microsoft Office Help The Ribbon with Key Tips Copyright 2007 RAMCO Consulting Services, Inc. Office 2007 Common New Features /25/2007-OG Page 3

32 Themes (Page Layout or Design tab) are a set of colors, fonts, and other formatting details that can be applied to documents, worksheets, and presentations in Office Pre-designed themes are part of the suite and customized ones can also be added. Document themes are shared across the programs. Galleries offer a simple set of potential results. Traditional dialog box interfaces are still available for those who need more control over the results. Formatting displayed in selected cell Live Preview in (example Microsoft Office Excel 2007) shows the results of applying an editing or formatting change as the user moves the pointer over the option A small arrow (the Dialog Box Launcher) in the lower-right corner of a group, indicates more detailed or advanced options are available. Click the arrow to open the dialog box or a task pane. Notes Office 2007 Common New Features Copyright 2007 RAMCO Consulting Services, Inc. Page /25/2007-OG

33 SmartArt (Insert tab, Illustrations group) is a visual representation of your information and ideas. SmartArt graphics provides numerous layouts to quickly, easily, and effectively communicate your message visually. Various applications have additional Illustrations which can be added. You can add non-excel charts to Word, Outlook and PowerPoint and a Photo Album in PowerPoint. Document Inspector (Microsoft Office button, Prepare option) can help ensure that shared documents do not contain any hidden information that you might not want distributed. It checks the document for information like comments, versions, tracked changes, ink annotations, document properties, document management server information, hidden text, custom XML data, and information in headers and footers. Notes Copyright 2007 RAMCO Consulting Services, Inc. Office 2007 Common New Features /25/2007-OG Page 5

34 XML File Format Word, Excel, and PowerPoint New documents save automatically as XML format unless another format is chosen. Documents from previous versions opened in Office 2007 save in that previous version format unless Save As is used to save in 2007 format. Office 2007 file format cannot be opened in previous versions unless a converter (available at the Microsoft web site) is used Smaller file sizes and improved recovery of corrupted documents reduces the risk of lost information. Based on XML to open and automatically edit Office 2007 files with any XML processing program. Office XML Formats use ZIP compression technology Files can be published to PDF after installing an add-in Web Resources Download the Office 2007 free trial The new Office User Interface The Ribbon: Office Webcasts: Subscribe to the Office 2007 newsletter: Microsoft Office Compatibility Pack for Word, Excel, and PowerPoint 2007 File Formats: Interactive Comparison between 2003 and 2007 (needs Flash) Excel: Word: PowerPoint: Office 2007 Common New Features Copyright 2007 RAMCO Consulting Services, Inc. Page /25/2007-OG

35 Microsoft Word 2007 New Features Quick Reference Card The Quick Access Toolbar A gallery The Ribbon The Mini Toolbar View buttons Zoom tools Notes Copyright 2007 RAMCO Consulting Services, Inc. Word 2007 New Features /25/2007-OG Page 1

36 Save a document as PDF. Choose: Microsoft Office button Choose: Save As Choose: PDF or XPS Navigate: to directory to save file to Choose: Publish Send a Word file as an attachment. Open: Word file Choose: Microsoft Office button Choose: Send Choose: Type: recipient address in To: Click: Send Notes Word 2007 New Features Copyright 2007 RAMCO Consulting Services, Inc. Page /25/2007-OG

37 Inspect a document. Open: document to inspect Choose: Microsoft Office button Choose: Prepare Choose: Inspect Document Choose: items to check for Choose: Inspect Choose: Remove All options as needed Choose: Close Or Choose: Reinspect Apply a Quick Style. Position: insertion point in paragraph to apply style to In Home tab, Styles group, Choose: More button Hover: mouse pointer over style options to preview styles Choose: style to apply Save a formatted paragraph as a Quick Style. Position: insertion point in paragraph to apply style to In Home tab, Styles group, Choose: More button Choose: Save Selection as New Quick Style Type: name for Quick Style Choose: OK Copyright 2007 RAMCO Consulting Services, Inc. Word 2007 New Features /25/2007-OG Page 3

38 Insert a Blank Page. Position: the insertion point at the position of the new page In Insert tab, Pages group, Choose: Blank Page Note: Two page breaks are inserted to make a new page Note: A single page break may also be inserted with the Pages group. Insert a table. Position: insertion point at the position of the new table In the Insert tab, Tables group, Insert a Section Break. Position: the insertion point at the position of the new section break In Page Layout tab, Page Setup group, Choose: Breaks Note: A Page, Column or Section Break may now be selected. Choose: table button Drag: over number of rows and columns needed Note: Two new tabs display, Design and Layout, whenever the table is selected. Modify the borders and shading of a table. Position: insertion point in the table to be modified In Design tab, Choose: Shading or borders to change format of shading or borders in the table Choose: line style, weight and color, then use Draw Table to modify the border Note: Use the Eraser to remove lines in the table. Modify the layout of a table. Position: insertion point in the table to be modified In Layout tab, Choose: commands in Rows & Columns group to add/remove columns and rows Choose: commands in Alignment group to change cell alignment and margins Word 2007 New Features Copyright 2007 RAMCO Consulting Services, Inc. Page /25/2007-OG

39 Apply a table style. Position: insertion point inside the table In the Table Tools, Design tab, Table Styles group, Choose: table styles drop-down button Point: to a table style Click: table style needed Clear the table style. Position: insertion point inside the table with style to clear In the Table Tools, Design tab, Table Styles group, Choose: table styles drop-down button Click: Clear Add a building block to a gallery. Select: text or graphic to add to gallery Note: To maintain paragraph formatting, include paragraph mark. To view paragraph marks, on the Home tab, in the Paragraph group, click Show/Hide button. Choose: gallery drop-down menu Choose: Save Selection to [gallery name] Gallery Type: name for the building block Choose: other options as needed Choose: OK Add the Styles Gallery button to the quick Access Toolbar. Choose: Customize Quick Access toolbar button Choose: More Commands Choose: Popular Commands Select: Style command Choose: Add button Choose: OK Copyright 2007 RAMCO Consulting Services, Inc. Word 2007 New Features /25/2007-OG Page 5

40 Create a header/footer. In Insert tab, Header & Footer group, Create a header/footer using the gallery. In Insert tab, Header & Footer group, Choose: Header / Footer button Choose: Edit Header/Footer Type: header/footer Choose: Header or Footer button Choose: option from gallery Type: changes as needed Choose: Close Header and Footer Note: To add a page number, choose Page Number command, Current Position. Choose: Close Header and Footer Save a selection as a Quick Part. With object for Quick Part selected, In Insert tab, Text group, Choose: Quick Parts button Choose: Save Selection to Quick Part Gallery Type: a name for the Quick Part Choose: other options as needed Choose: OK Description displays as a tool tip Insert a Quick Part. In Insert tab, Text group, Choose: Quick Parts button Choose: Quick Part Word 2007 New Features Copyright 2007 RAMCO Consulting Services, Inc. Page /25/2007-OG

41 Apply a theme to a document. In the Page Layout tab, Themes group Choose: Themes Choose: theme from Built-In Note: Styles must be used in the document. Add a text watermark from the gallery. In Page Layout tab, Page Background group, Choose: Watermark Choose: watermark listed Add a custom text watermark. In Page Layout tab, Page Background group, Choose: Watermark Choose: Custom Watermark Choose: Text watermark Type: watermark text Choose: options as need for font, size, etc. Choose: OK Compare two documents. Open documents to compare. In the View tab, Window group, Choose: View Side by Side Choose: document to view side by side with current document Notes: To scroll both documents at the same time, choose in the View tab, Windows group, Window button, Synchronous Scrolling. Note: To close Side by Side view, choose View tab, Windows group, Window button, View Side by Side. Copyright 2007 RAMCO Consulting Services, Inc. Word 2007 New Features /25/2007-OG Page 7

42 Change margins in Print Preview. Choose: One Page button check box on Choose: View Ruler check box on Choose: Margins button Choose: margin setting Note: If the margin setting needed is not available in the gallery, choose Custom Margins and set the margins in the Page Setup dialog box. Change margins in Print Preview by dragging. Choose: One Page button Choose: Show Ruler button check box on Position: mouse on horizontal or vertical ruler Drag: double-headed arrow on the ruler to the new location Note: To observe the measurements of the margins, press and hold ALT while dragging on the ruler. Notes Word 2007 New Features Copyright 2007 RAMCO Consulting Services, Inc. Page /25/2007-OG

43 Microsoft Excel 2007 New Features Quick Reference Card Data and Formulas tabs The Microsoft Office button The Quick Access Toolbar The Ribbon Cell showing Live Preview A gallery Insert Worksheet button View buttons Zoom tools New Limits The Grid is now1,048,576 rows by 16,384 columns, which is1,500% more rows and 6,300% more columns than previous versions Formatting:Instead of 4 thousand types of formatting, there is now an unlimited number in the same workbook, and the number of cell references per cell are increased from 8 thousand to limited by available memory. Colors of up to 16 million colors. Memory Management: Memory is increased from 1 GB of memory to 2 GB. Hardware: Excel 2007supports dual-processors and multithreaded chipsets for faster calculations. Copyright 2007 RAMCO Consulting Services, Inc. Excel 2007 New Features /25/2007-OG Page 1

44 Set conditional formatting. Select: cell(s) to format In Home tab, Styles group, Choose: Conditional Formatting button Choose: set needed Choose: condition Choose: formatting options in dialog box Choose: OK Set multiple conditional formatting. Select: cell(s) to format In Home tab, Styles group, Choose: Conditional Formatting button Choose: an icon set Choose: More Rules Identify: values for the icons Choose: OK Format a sheet as a table. Select: cells in the sheet to format, In Home tab, Styles group, Choose: Format as Table button Choose: table format needed Confirm: data for table (or change the data) Note: Use check box to identify the first row as table headers. Choose: OK Excel 2007 New Features Copyright 2007 RAMCO Consulting Services, Inc. Page /25/2007-OG

45 Create a PivotTable Place: active cell in the database In Insert tab, Tables group, Choose: PivotTable button Choose: database location (if necessary) and PivotTable options Choose: OK Drag: the fields to the correct area of the PivotTable Note: Filters can be applied to the data included in the Pivot Table. Insert a chart. Select: data for chart In Insert tab, Charts group, Choose: needed chart button In Chart button drop-down, Choose: chart type Note: The new chart displays. Move it to the desired location on the sheet (new sheet). Set paper size Set page breaks Set print titles Set scaling options Set snap options Copyright 2007 RAMCO Consulting Services, Inc. Excel 2007 New Features /25/2007-OG Page 3

46 Insert a function. Select: cell to contain answer In Formulas tab, Function Library group Choose: Insert Function button Type: brief description of what is to be accomplished if needed Choose: Go, Or Choose: Function category Choose: desired function name Choose: OK Note: Type cell range or collapse Formula Palette to select cell range(s). Click: OK Import external data. Select: cell to import data to In Data tab, Get External Data group, Choose: From Access button Navigate: to database file Choose: database file Choose: Open Choose: a table Choose: OK Choose: display option Choose: OK Name a cell. Select: cell to name In Formulas tab, Defined Names group Choose: Define Name button Type: name Choose: other options as needed Choose: OK Excel 2007 New Features Copyright 2007 RAMCO Consulting Services, Inc. Page /25/2007-OG

47 Microsoft PowerPoint 2007 New Features Quick Reference Card The Microsoft Office button The Quick Access Toolbar The Ribbon The Mini Toolbar View buttons Theme Zoom tools Notes Copyright 2007 RAMCO Consulting Services, Inc. PowerPoint 2007 New Features /25/2007-OG Page 1

48 Work with selection and visibility of objects. On Home tab, Editing group, Choose: Select button Choose: Note: Selection and Visibility pane displays. Click: item to select Click: eye to turn visibility on/off Choose: Close button to close pane Set PowerPoint options. Choose: Microsoft Office button Choose: PowerPoint Options Note: The PowerPoint Options dialog box displays. The Popular category settings are for all of Office. Choose: category Choose: Options to change Choose: OK Inspect a presentation before sending to others. Choose: Microsoft Office button Choose: Prepare Choose: Inspect document Choose: options needed Choose: Inspect PowerPoint 2007 New Features Copyright 2007 RAMCO Consulting Services, Inc. Page /25/2007-OG

49 Slide Master tab displays after View tab, Slide Master button is clicked or after holding SHIFT while clicking the Normal view button. Edit a standard master slide. In View tab, Presentation Views group, Choose: Slide /Handout /Notes Master button Edit: slide as needed In Slide Master tab, Close group, Choose: Close Master View button Create a custom layout. In View tab, Presentation Views group, Choose: Slide Master button In Slide Layout tab, Edit Master group, Choose: Insert Layout button Choose: Insert Placeholder drop-down arrow Note: Button changes based on the last placeholder added. Choose: a placeholder Drag: on the slide at the location and to the size needed In Slide Master tab, Close group, Choose: Close Master View button Note: New layout is now available in Layout gallery. To make available to other presentations, save the presentation again as a template removing content not needed for subsequent presentations. Copyright 2007 RAMCO Consulting Services, Inc. PowerPoint 2007 New Features /25/2007-OG Page 3

50 Insert a SmartArt diagram. In Insert tab, Illustrations group, Choose: SmartArt button Choose: a category and a diagram layout Choose: OK Type: text for object Press: ENTER to make another object on the same level or Click: in next level object and type text for object Continue entering text and adding objects as needed. Hint: SmartArt can be used to create organization charts. Insert a photo album. In Insert tab, Illustrations group, Choose: Photo Album button arrow Choose: New Photo Album Choose: File/Disk Navigate: to photo files Select: photo file(s) Choose: Insert Choose: Create Create a custom animation. In Animations tab, Animations group Choose: Custom Animation button Select: text or object to animate Choose: Add Effect button Choose: Entrance, Emphasis, Exit, or Motion Paths Choose: option desired Choose: other options is needed Choose: Custom Animation button to turn off Custom Animation pane PowerPoint 2007 New Features Copyright 2007 RAMCO Consulting Services, Inc. Page /25/2007-OG

51 Microsoft Outlook 2007 New Features Quick Reference Card To-Do Bar RSS Feeds Tasks Set Outlook options. Choose: Tools Choose: Options Choose: changes as needed Choose: OK Set item ( message, calendar appointment, contacts, or task) options. Open: item Click: Microsoft Office button Choose: Editor Options Choose: changes as needed Choose: OK Copyright 2007 RAMCO Consulting Services, Inc. Outlook 2007 New Features /25/2007-OG Page 1

52 Create a new color category (global to Outlook). In any open item Choose: Categorize button Choose: All Categories Choose: New Type: name of category Choose: category color Choose: OK Choose: OK Categorize any open item (task, event, etc.) In item, in 1st tab, Options group, Choose: Categorize Choose: Color Category Categorize a closed item. In main screen, Right-click: item Point: to Categorize Choose: Color Category Set a follow-up flag on an item. In main screen, Right-click: item Choose: date for follow-up Set a follow-up flag on an open item. In item, 1st tab, Options group, Click: Follow Up button Choose: date for follow-up Set a reminder on an item. In mail screen, Right-click: item Choose: Follow Up Choose: Add Reminder Customize the To-Do Bar. Choose: View Choose: To-Do Bar Choose: Options Choose: options desired Choose: OK Close To-Do Bar Minimize To-Do Bar Outlook 2007 New Features Copyright 2007 RAMCO Consulting Services, Inc. Page /25/2007-OG

53 Calendar View other s schedules when creating an appointment. In Calendar, Choose: New button to start a new appointment In Appointment tab, Show group, Choose: Scheduling button When finished, Click: Appointment button Choose: Save and Close button Contacts Customize a business card. Open business card to customize. In Contact tab, Options group, Click: Business Card button Choose: options needed Choose: OK Tasks To view tasks... In a list By the day Displayed by details Sorted by details Choose in Navigation pane in Navigation pane and view tasks at the bottom of the calendar and choose an option or customize the view Copyright 2007 RAMCO Consulting Services, Inc. Outlook 2007 New Features /25/2007-OG Page 3

54 Mail Insert a business card into an message. Open message. On Message tab, Include group, Click: Insert Business Card button Choose: contact to include Choose: OK Note: The business card is included as an attachment. Insert a calendar into an message. Open message. On Message tab, Include group, Click: Insert Calendar button Choose: calendar options to include Choose: OK Note: The calendar is included as an attachment with information in the message body. Add a theme to an message. Open message. On Options tab, Click: Themes button Click: Themes Choose: theme needed Outlook 2007 New Features Copyright 2007 RAMCO Consulting Services, Inc. Page /25/2007-OG

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