QUICK START WORKSHOPS: OFFICE 2010

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1 Rachel 7275 Glen Forest Drive, Suite 200 Richmond, VA QUICK START WORKSHOPS: OFFICE 2010 Quick Start workshops for Microsoft Office 2010 target specific software features and goals. These Quick Start workshops are ideal for students with limited availability or who like the convenience of online training. Each 2-hour session includes live instructor-led delivery online via GoToTraining, which provides an interactive training environment for students. This userfriendly interface can be accessed from almost any device and platform. See the Appendix for system requirements. We can schedule private workshops for your staff to suit your schedule and availability. Student resource materials are included with each workshop, and students can also contact us after their training with questions. The cost per 2-hour online live workshop is $660 for up to 15 attendees, and $750 for attendees. Quick Start workshops can also be offered in-person at our location or yours, contact us for pricing. Custom-designed training is also available. Contact our director, Rachel Stone for a free consultation.

2 Contents ACCESS ACCESS BEGINNER TO INTERMEDIATE... 1 INTRO TO RELATIONAL DATABASE DESIGN... 1 TABLE FIELDS... 1 WORKING WITH DATA. DATA MANAGEMENT... 1 FORM DESIGN FUNDAMENTALS... 1 QUERY FUNDAMENTALS... 1 CALCULATIONS IN QUERIES, FORMS & REPORTS... 1 REPORT DESIGN FUNDAMENTALS... 1 ACCESS ACCESS INTERMEDIATE TO ADVANCED... 2 QUERIES, ADVANCED... 2 FORM DESIGN, ADVANCED... 2 REPORT DESIGN, ADVANCED... 2 MACROS... 2 IMPORTING, EXPORTING, SECURITY & NORMALIZATION... 2 EXCEL EXCEL 2010 BEGINNER TO INTERMEDIATE... 3 GET GOING INTRODUCTION TO SPREADSHEETS... 3 CHARTS... 3 DATA VISUALIZATION... 3 FORMULAS & FUNCTIONS, FUNDAMENTALS... 3 DATA MANAGEMENT TOOLS... 3 PIVOT TABLES & PIVOT CHARTS, INTRO & OVERVIEW... 3 STREAMLINING AND TIMESAVING... 3 EXCEL EXCEL 2010 INTERMEDIATE TO ADVANCED... 4 FORMULAS & FUNCTIONS, ADVANCED... 4 PIVOT TABLES & PIVOT CHARTS... 4 MACROS & SECURITY... 4 DATA MANAGEMENT FUNCTIONS... 4 FORMS... 4 OUTLOOK GET GOING WITH OUTLOOK... 5 CALENDARS, APPOINTMENTS, AND MEETINGS... 5 MAIL MANAGEMENT AND ORGANIZATION... 5 TIME MANAGEMENT & SEARCHING... 5 POWERPOINT GET GOING WITH POWERPOINT... 6 ANIMATIONS... 6 SELF-DRIVEN PRESENTATIONS... 6 DATA VISUALIZATION TOOLS... 6 MASTER SLIDES & TEMPLATE DESIGN... 6 DELIVERING TO AN AUDIENCE... 6 COLLABORATION TOOLS, EMBEDDING & EXPORTING... 6

3 PROJECT PROJECT 2010 BEGINNER TO INTERMEDIATE... 7 GET GOING WITH PROJECT... 7 CREATING A PROJECT... 7 WORKING WITH TASKS... 7 WORKING WITH RESOURCES... 7 ESTABLISHING A BASELINE... 7 PROJECT PROJECT 2010 INTERMEDIATE TO ADVANCED... 8 UPDATING A PROJECT PLAN... 8 MANAGING DATA... 8 EXCHANGING DATA: IMPORTING & EXPORTING... 8 CUSTOMIZING VIEWS... 8 WORD WORD 2010 BEGINNER TO INTERMEDIATE... 9 GET GOING WITH WORD... 9 WORKING WITH TABLES... 9 DATA VISUALIZATION... 9 STREAMLINE DOCUMENT CREATION & FORMATTING... 9 WORD WORD 2010 INTERMEDIATE TO ADVANCED WORKING WITH LONG DOCUMENTS TRACK CHANGES NEWSLETTER & BOOK DESIGN MAIL MERGE TEMPLATES & FILLABLE FORMS MACROS & SECURITY APPENDIX GOTOTRAINING SYSTEM REQUIREMENTS FOR ATTENDEES... 11

4 ACCESS 2010 ACCESS BEGINNER TO INTERMEDIATE INTRO TO RELATIONAL DATABASE DESIGN Learn about relational database design and explore Access database features in this orientation to Microsoft Access. TABLE FIELDS Explore the various field types and settings for your Access tables, and learn tools to streamline data entry such as default values, lookup fields, and more. WORKING WITH DATA. DATA MANAGEMENT Work with managing data in tables in forms. Topics include data entry, data duplication, filtering, sorting, deleting, troubleshooting, formatting, how field properties effect data entry, and more. FORM DESIGN FUNDAMENTALS Design an Access form that is effective and easy to use in this workshop. Create forms using the wizard, from scratch, and add elements including command buttons, visuals, drop-down lists, and more. QUERY FUNDAMENTALS Use Access queries to help you retrieve and manage your data. Includes basic queries, multi-table queries, query joins, action queries, delete queries, and more. CALCULATIONS IN QUERIES, FORMS & REPORTS Learn to create and format calculated fields in Access queries, forms, and reports. Create calculations from scratch and using the expression builder. REPORT DESIGN FUNDAMENTALS Create different reports in Access, using the wizard, apply grouping, themes, multi-level sorting, insert images, apply conditional formatting, create labels, and more. 1

5 ACCESS 2010 ACCESS INTERMEDIATE TO ADVANCED QUERIES, ADVANCED Work with advanced queries in Access, including working with advanced formulas and functions in queries, TopN and BottomN analysis, NULL and NOT IS Null, totals and aggregate queries, basic and advanced wildcards scenarios, more. FORM DESIGN, ADVANCED Create tabbed forms, create event procedures, create a subform, create click timers, export forms, create a navigation form, create a switchboard, and more. REPORT DESIGN, ADVANCED Create reports with dynamic report titles, create a title page, convert reports into Word documents, stop blank pages from printing, automate report ing, and more. Class also includes creating PivotTables and PivotCharts. MACROS Save time in Access with macros. Create macros, use macros as event procedures, embed macros, and more. IMPORTING, EXPORTING, SECURITY & NORMALIZATION Troubleshoot importing data from various sources, and export Access data to XML, PDF, Word, Excel, and more. Students also learn administrative and management features of an Access database, including backing up data, splitting a database, explore security features, and more. 2

6 EXCEL 2010 EXCEL 2010 BEGINNER TO INTERMEDIATE GET GOING INTRODUCTION TO SPREADSHEETS For users who are new to Excel, learn the basics of working with workbooks, including workbook setup, enter data, format data and cells, insert/delete rows & columns, basic formulas, printing, and timesaving tips. CHARTS Learn to create, edit, and format different kinds of charts. Topics include working with different chart types, formatting charts with different fills, formatting chart axis, titles, gridlines, labels, legend, and background. Learn advanced charting techniques including dynamic chart titles, use multiple chart types on the same chart, and more. DATA VISUALIZATION Your eyes might gloss over staring at a workbook of numbers, but well-employed data visualization will help you spot trends and convey your data message. Utilize tools such as conditional formatting, charts, SmartArt, shapes, sparklines, images and more. FORMULAS & FUNCTIONS, FUNDAMENTALS An introduction to working with Excel formulas & functions, including formula structure, copying formulas, relative vs. absolute references, commonly used functions, and troubleshooting formula errors. DATA MANAGEMENT TOOLS Explore tools to help you manage large amounts of Excel data with ease using tables, filters & advanced filters, sorting, subtotal reports, freeze panes, grouping, data form, and data validation, PIVOT TABLES & PIVOT CHARTS, INTRO & OVERVIEW PivotTables are a great way to summarize, analyze, explore, and present your data in Microsoft Excel. In this interactive workshop, learn to create, format, and modify various PivotTables, and create dynamic PivotCharts STREAMLINING AND TIMESAVING Customize Excel interface & settings to expedite your Excel activities. Topics include customizing QAT & ribbon, creating templates, custom styles & themes, custom autofill lists, custom header & footer, create custom formats, and customize print settings include page breaks, print area, print scaling, and more. 3

7 EXCEL 2010 EXCEL 2010 INTERMEDIATE TO ADVANCED FORMULAS & FUNCTIONS, ADVANCED Dig-in to Excel s many functions, including financial, statistical, logical, and lookup functions, calculating with range names, create array formulas, 3D references, calculation options, watch window, and more. PIVOT TABLES & PIVOT CHARTS PivotTables are a great way to summarize, analyze, explore, and present your data in Microsoft Excel. In this interactive workshop, learn to create, format, and modify various PivotTables, and create dynamic PivotCharts. Students will also explore calculating values, applying label and value filters, create a report filter field, and more. MACROS & SECURITY Macros can save you time for the Excel tasks you do every day. In this workshop record and edit different macros, assign macro shortcuts, and troubleshoot macros. Also explore workbook passwords and security features. DATA MANAGEMENT FUNCTIONS Perform more advanced data management in Excel, working with data management functions, including VLOOKUP, HLOOKUP, INDEX, MATCH, IF, OR, LEFT, RIGHT, TRIM, UPPER, LOWER, REPLACE, CONCATENATE, and more. Also work with and troubleshoot the data consolidation feature. FORMS Create an interactive user form in Excel to collect data, utilizing check boxes, option buttons, list boxes, combo boxes, and more. Map saved data to XML. 4

8 OUTLOOK 2010 GET GOING WITH OUTLOOK Explore Microsoft Outlook s features including mail, contacts, tasks, calendar, notes, and journal. Students also learn how to customize views, plus learn some tips & tricks. CALENDARS, APPOINTMENTS, AND MEETINGS Streamline your daily activities using the Outlook Calendar. This workshop will cover how to manage your calendar, appointments, and meetings. It includes customizing your calendar, create/reschedule/delete appointments, send & manage meeting requests, use scheduling assistant, process meeting responses, view and overlay shared calendars, and calendar. MAIL MANAGEMENT AND ORGANIZATION Customize your Inbox by setting custom view options, using conversation view, organize your messages using folders, create and apply rules to streamline mail management, archive mail, custom sorting, flags, filters, and more. TIME MANAGEMENT & SEARCHING Use time management tools in Outlook to save you time and typing! Use quick parts, signatures, delay send, custom notifications, quick steps & rules, categories, voting buttons, distribution lists, create a search folder, and explore advanced search features. 5

9 POWERPOINT 2010 GET GOING WITH POWERPOINT An introduction to electronic slide shows. Students will create new presentations, insert slides, change slide layouts, work with text boxes, format text & bullets, insert images, apply themes, discuss print options, run a slide show, and more. ANIMATIONS Explore the many animation features of PowerPoint in this interactive workshop. Learn to animate and apply timing to multiple objects on a slide to create a dynamic eye-catching show. SELF-DRIVEN PRESENTATIONS Learn about making attention-getting slides for electronic distribution and self-directed learning. Topics include custom slide layouts, custom backgrounds, incorporate meaningful clipart, tie-in visuals with your message, triggers, embed video, custom shows, hyperlinks, and more. DATA VISUALIZATION TOOLS Employ different tools in PowerPoint to create impactful data visualization, including charts, SmartArt, pictures, custom shapes, custom backgrounds, and employ gridlines, guides, and alignment features for precise graphic arrangement. MASTER SLIDES & TEMPLATE DESIGN Create your own PowerPoint template from scratch in the Master View, including your own custom themes, color schemes, custom slide layouts, work with multiple masters, backgrounds, shapes, headers/footers, and also customize handouts. DELIVERING TO AN AUDIENCE Discuss presentation features used when presenting to an audience, including contrasting colors, transitions, animations, slide size, handouts, speaker notes, presenter view, packaging a presentation to be delivered on multiple platforms/devices, and tips for presenting to an audience. COLLABORATION TOOLS, EMBEDDING & EXPORTING Work with the collaboration features in PowerPoint where multiple users can make changes. Work with tracking changes, reviewing changes, comparing presentations, comments, and more. Students will also insert and troubleshoot data from Excel, import slides from other presentations, and export to Word. 6

10 PROJECT 2010 PROJECT 2010 BEGINNER TO INTERMEDIATE GET GOING WITH PROJECT Students learn what constitutes a project and define project management. Explore features of Microsoft Project. CREATING A PROJECT Create a new project from scratch. Students will enter project information, explore views, set working time, create calendars, understand types of tasks and resources, enter tasks and resources. WORKING WITH TASKS Work with tasks in Project. Students will learn about the task information dialog box, linking tasks, move tasks, insert tasks, create recurring tasks, and delete tasks. Students will also create milestones, understand constraints, create constraints, understand deadlines, set deadlines. WORKING WITH RESOURCES Resources are the people, things, and budget items that get the project going. Students will learn to assign work and material to a resource, use the resource information dialog box, assign resources to tasks, determine resource conflicts, resolve over allocations, and more. ESTABLISHING A BASELINE Now that your plan is in place, students will learn to use it as a comparison tool. Students will understand project baselines, update task progress, view basic reports, and more. 7

11 PROJECT 2010 PROJECT 2010 INTERMEDIATE TO ADVANCED UPDATING A PROJECT PLAN As your project progresses and evolves, it will require updating. Students will enter overtime, reschedule tasks, split tasks, filter tasks, outline tasks and set interim baselines, replace resources, Use the Team Planner, allocate work.. EXCHANGING DATA: IMPORTING & EXPORTING Import project information, export information to Excel, copy a picture, share resources, create a master project. MANAGING DATA In managing a project s data, students will update cost rate tables, group costs, add documents to a Project Plan, choose a leveling range, use the leveling Gantt view CUSTOMIZING VIEWS Customize Project to streamline activities and save time. Students will create a custom table, create custom fields, create a visual report, create custom views, view the entire project and view select tasks. 8

12 WORD 2010 WORD 2010 BEGINNER TO INTERMEDIATE GET GOING WITH WORD An introduction to document creation with Microsoft Word. Work with entering & editing text, cut copy and paste, clipboard, formatting text, paragraph alignment, margins, page orientation, printing, styles, tips & tricks, and more. WORKING WITH TABLES Neatly align and arrange document data in tables. Topics include creating tables different ways, apply auto-formats, custom formats, merge and split cells, split tables across pages with header row repeating, insert formulas, sort data, explore table properties, and more. DATA VISUALIZATION Insert and format various graphic elements into Word documents, including pictures, shapes, SmartArt, WordArt, screen clippings, charts, and troubleshoot text wrapping with inserted objects. STREAMLINE DOCUMENT CREATION & FORMATTING Employ and customize styles, work paragraph spacing and alignment, line spacing, page setup, customize a theme, customize a color scheme, create and employ quick parts / building blocks, signatures, header & footer, and more. 9

13 WORD 2010 WORD 2010 INTERMEDIATE TO ADVANCED WORKING WITH LONG DOCUMENTS Employ tools for working with long documents in Word, including pages setup, section breaks, table of contents, index, bookmarks, cross-references, watermarks, table of figures, footnotes, endnotes, and more. TRACK CHANGES Numerous users can collaborate on documents. Use the Track Changes feature to track who changes what, and accept or reject their changes. Also learn how to use the reviewing pane, compare documents work with comments, print markups, restrict editing, and more. NEWSLETTER & BOOK DESIGN Create a newsletter in Word. Work with text boxes, tables, images, table of contents, headers & footers, page numbering, drop-caps, cover pages, hyperlinks, hyphenation, columns, print options, save options, and more. MAIL MERGE Create mail merges to create mass mailings, including form letters, envelopes, labels, and s. Incorporate distribution lists from Outlook & Excel. TEMPLATES & FILLABLE FORMS Create fillable forms in Word, including working with and customizing various controls (drop-down, combo box, check box, text, date, etc.), and effective form design. Also work with saving documents as templates. MACROS & SECURITY Record time-saving macros in Word to streamline repetitive tasks. Record and edit various macros, assign to keyboard shortcuts and buttons, and employ macros in forms. Also explore security and password settings for documents. 10

14 APPENDIX GOTOTRAINING SYSTEM REQUIREMENTS FOR ATTENDEES Join by downloading on Windows or Mac To get the most out of GoToTraining, you can download and install the full-featured desktop software on your Windows and Mac computer. Operating System Windows 7, Windows 10 Mac OS X 10.9 (Mavericks) (Sierra) Web Browser Google Chrome v34 or later Mozilla Firefox v34 or later Internet Explorer v8 or later Microsoft Edge v12 or later Apple Safari v6 or later Internet connection 1 Mbps or better (broadband recommended) Software GoToTraining desktop app Javascript enabled Hardware 2GB or more of RAM Microphone and speakers (USB headset recommended) Join from a web browser (no download required) Using the GoToTraining Instant Join app, you can join trainings entirely within your web browser (rather than installing and using the GoToTraining desktop app). Operating system Windows Mac Linux / Ubuntu Google Chrome OS (Chromebook) Web Browser Google Chrome v31 or later Mozilla Firefox (Linux only) Internet connection 1 Mbps or better (broadband recommended) 3G connection or better (WiFi recommended for VoIP audio) for Chromebooks Hardware Microphone and speakers (USB headset recommended) 11

15 Join from ios You can use the GoToTraining app for ios to join trainings and present from anywhere! Operating system ios 9 or later Device Phone 4s or later ipad 2 or later Internet connection 3G connection or better (WiFi recommended for VoIP audio) Software Free GoToTraining App from the App store Hardware Microphone and speakers (USB headset recommended)* Join from Android Download the GoToTraining app for Android to schedule and join trainings from anywhere. Operating system Android 5.0 (Lolipop) or later Internet connection 3G connection or better (WiFi recommended for VoIP audio) Software Free GoToTraining App from Google Play Store Hardware Microphone and speakers (USB headset recommended)* * Most devices have built-in speakers, but you will get much better audio quality while using VoIP if you use a headset. You can also use your phone to dial in. 12

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