Office for Mac 2008 New Features

Office for Mac 2008 New Features

with David Rivers

 


Office for Mac 2008 New Features takes a comprehensive look at every new feature in this powerful suite of professional applications for the Mac. From exploring new interfaces and upgrades to specific features such as Excel's formula builder and PowerPoint's dynamic guides, David Rivers covers each of the key attributes for those new to Office and those upgrading from earlier versions.
Topics include:
  • Exploring the new interface Using automater workflows in Excel Using the publishing layout in Word Sending PowerPoint slideshows to iPhoto Using Excel's new ledger sheets Creating charts Using filtering and phishing filters in Entourage Managing events and tasks in Calendar

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author
David Rivers
subject
Business
software
Office for Mac 2008
level
Intermediate
duration
3h 18m
released
Jan 15, 2008

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Introduction
Welcome
00:00Hi and welcome to Microsoft Office for Mac 2008, New Feature training. I am
00:05David Rivers. There are big changes in this latest release of Microsoft's
00:09Office suite build for the Mac, with some of the biggest improvements showing
00:12up behind the scenes. For example, Office 2008 uses the same XML-based file
00:17format as the 2007 Microsoft Office system on Windows based computers. So the
00:23files you create in Office 2008 on your Mac will always look the same on a
00:26Windows PC running Office 2007. And because Office runs of Intel based and
00:32PowerPC based Macs, you will be able to share ideas easily with other Mac
00:36users regardless of which Mac they use.
00:39Office 2008 has been redesigned and reinvented to be more compatible with other
00:44applications, more powerful and more intuitive making it easier to use. In this
00:49title we will explore the fresh new interface, designed to make it easy for you
00:53to discover new ways to present your ideas and manage your day. We will discuss
00:58new and improved tools shared across the suite like the Elements Gallery,
01:01SmartArt Graphics and Themes to help you create professional looking documents
01:05with ease. And we will explore new and improved features found in each of the
01:09individual applications in the suite, Word, PowerPoint, Excel, and Entourage.
01:14So let's get started.
Collapse this transcript
1. New Features Throughout Office
Understanding the user interface
00:00In this chapter we are going to explore a number of new and improved features
00:04that are not specific to any single application in the suite but rather shared
00:08across multiple applications.
00:09We'll start with a quick look at some changes you'll find with the user
00:12interface before moving on to some of the fresh new tools designed to make your
00:16life easy like the extremely powerful yet easy to use Elements Gallery and SmartArt.
00:21We will begin with a look at the user interface. Now when you install Office on
00:26your Mac, one option is to place each of the icons for the application on the
00:30dock for easy access if you plan on using them a lot. You can see I've got that
00:33down here on my dock. But you can access the Office applications by browsing to
00:38other locations in the Applications folder here. You can see under
00:42Applications, I have got Microsoft Office 2008 and there is my Applications.
00:46So let's start with Microsoft Word, one of the more popular applications in the
00:51suite. I am going to double-click it here to launch Word. Now the very first
00:55thing that's going to happen is the Project Gallery appears. Here's where we
00:58can get a head-start. Down on the left- hand side we've got those categories and
01:02you can see Blank Documents is selected and way over here on the right is a
01:06Word Document. So if I click Open right now, I am going to get a Blank Word
01:10Document, that's my starting point. But you can see I've got some other Word
01:13options here under Blank Documents, I've got Publishing Layout and Notebook
01:17Layout as well. We will talk about those later on for sure.
01:20We can also access our own templates and then we've got categories like
01:24Brochures and Calendars and Labels. Some of the categories have sub-categories.
01:28For example, if we go down to Home Essentials, you'll notice a little triangle
01:32next to Home Essentials, if I click on that I expand the branch to show Finance
01:36Tools and Fundraising and so on. And I can collapse those branches by clicking
01:41the little icon again.
01:43So let's just keep Word Document selected over here on the right-hand side.
01:46We'll start with a simple blank document, we'll click the Open button here
01:50which launches Microsoft Word and you can see that I've got my standard user
01:54interface showing up here with a blank document.
01:58Now if you are a Mac Office user who is moving to this latest version from
02:022004, you are going to feel right at home here because you will still find your
02:05pull-down menus across the top, we've got File, Edit, View, Insert, etcetera.
02:11And then you've got the toolbars down below. Here is our Standard toolbar that
02:15we see by default. Of course we can view additional toolbars by going to the
02:19View menu and then down to toolbars. Let's just turn on our Formatting toolbar.
02:24You can see that appears right here down below my Standard toolbar.
02:28Now by default we do see that Standard toolbar with the Format toolbar on,
02:33you're going to see that, thanks to Apple's human interface guidelines,
02:36toolbars are now docked within the Application window, and they have this new
02:40unified toolbar appearance.
02:42Check out over on the left-hand side here, we've got the Formatting Palette
02:46showing up. So in this little window where we've got several palettes, you can
02:50see if I click over here on the Objects Palette and then I've got this one here
02:54the Citations, Scrapbook. The very first one is my Formatting Palette.
03:00Now the Formatting Palette is our one-stop shop for context sensitive
03:03formatting options, well, it's now been merged over here with the toolbox to
03:07form one single unified palette, and the goal here was to allow users to feel
03:12the sense of new possibilities while feeling at home with the new and improved
03:16tools. So we've got all these options down below.
03:19Now if you are familiar with the new Ribbon in Microsoft Office 2007 on the PC
03:24you won't find it here. Now Microsoft wants Office for Mac to behave like a
03:28great OS X application. So the UI is designed for a Mac maintaining the
03:33qualities Mac users look for in a strong Mac application.
03:37So instead of the Ribbon you'll find the brand spanking new Elements Gallery
03:41here under the toolbars. So here you can see Document Elements, Quick Tables,
03:46Charts, SmartArt Graphics, WordArt and so on. Now I can access the Gallery by
03:51clicking the Gallery button and I can turn it off by clicking it again. So you
03:56can view those options for those various tabs or you can just click the tab
03:59itself and click the tab again to collapse it.
04:03Now we are going to devote the entire next lesson to the Elements Gallery, but
04:07in short this is a visually rich gallery that allows you to quickly find
04:11commonly used, but often times hard to create elements.
04:15Now below at the very bottom are your View buttons and because we do have a
04:19couple of new views down here I want to draw your attention down to this bottom
04:22corner, here in the middle for example we can change our view from our current
04:26view by the way which is Print Layout View if we want to go to a Publishing
04:30View or to our Notebook View we can do it right from down here. So that's a
04:34quick way to change views, like I said, we are going to talk about those two
04:37views a little bit later on.
04:39Now different options are going to appear in different applications. For
04:43example the Elements Gallery across the top here has five tabs up across the
04:48top in Microsoft Word. We've got Document Elements, Quick Tables, and then
04:52we've got Charts, SmartArt Graphics, and WordArt. All three of these will
04:56appear in each of those other applications like Excel and PowerPoint. So if I
05:01wanted to check out those options I can go down to my dock, and I am going to
05:05launch PowerPoint, and again the Project Gallery shows up with PowerPoint
05:09presentation selected. I'll click Open, and you can see I've got many more
05:14buttons showing up across the top here in my Elements Gallery, I've got Slide
05:18Themes and Layouts and Transitions and Tables Styles and then here there are
05:22Charts, Smarter Graphics and WordArt, how about Excel?
05:26Go down to the dock, and we'll launch Microsoft Excel. Again the Project
05:31Gallery this time, we can see Excel Workbook is selected. I'll click Open and
05:36in this case I've just got sheets as well as my other three: Charts, SmartArt
05:41Graphics and WordArt.
05:42All right, so if you haven't figured it out already the Elements Gallery is
05:46maybe the biggest new feature of Office 2008. So let's take a detailed look at
05:51it in the next lesson.
Collapse this transcript
Using the Elements Gallery
00:00Well I hinted in the previous lesson that maybe the biggest, best new feature of
00:04Office 2008 for the Mac here is the Elements Gallery. Now the Elements Gallery
00:09is located below the toolbars in PowerPoint here as well as Word and Excel.
00:13It's a little bit different in each of those applications, but there are some
00:17tabs that are in common. For example, you'll see Charts, SmartArt Graphics and
00:20WordArt in all three of the applications in Microsoft Office.
00:24Now the Elements Gallery is going give you quick and easy access to some of the
00:28most used features. So instead of digging around for some of the elements for
00:32example that you might add to a presentation or a document in Word you have
00:35easy, fast access to them all up here through the Elements Gallery.
00:39We're going to start with PowerPoint. In the last lesson we launched
00:43PowerPoint, Word, and Excel. I've still got them all open. If you want to follow
00:47along, just open up PowerPoint and with a blank new presentation created here
00:52by default we're going to check out the Elements Gallery.
00:54The Elements Gallery can be expanded and collapsed. So you'll always have it
00:58when you need it. You can do that by clicking the Gallery button on the
01:01Standard toolbar. That expands it down below, and you can see in this case
01:05under Slide Themes which is the first tab in the Elements Gallery, I've got
01:09some subcategories down here like Built- In Themes, Themes in the Presentation.
01:13When I start creating Custom Themes I have easy access to them here, or I can
01:17just access All Themes, whether they are custom or not. So clicking these gives
01:21me different views.
01:22Custom Themes, I don't have any at this time. Only the blank themes used in
01:26this presentation. And Built-in Themes gives me all of those options. You can
01:30see over here there are actually eight screenfuls of various themes to choose
01:35from and it's just a matter of clicking through the arrows to get to the one I like.
01:38Now if I want to change a theme, it's just as easy as clicking it here in the
01:42Elements Gallery, one click and it's changed, just like that. Scrolling through
01:47if I see something I like better, I just select it from here and away we go.
01:52Quick and easy access.
01:53Same thing goes for Slide Layouts. I can change the slide layout, apply to a
01:57slide or insert a new slide if I wanted to, and if I see when I like, clicking it
02:02simply changes the actual slide layout.
02:05Transition, same thing, when I've got slides in my presentation I am going to
02:09be viewing on screen. When I transition from one slide to the next I've got
02:12access to tons of transitions here. You can see there are 14 screenfuls here.
02:17I get a little thumbnail preview, and you can see as I hover over them I get a
02:20little bit of information over here on the left-hand side. Right now you see No
02:23Transition, but as I hover over these there is Uncover Left-Down, Uncover
02:28Left-Up. So it gives me an idea not only from the thumbnail, but I get a little
02:31bit of information in the top left corner as well.
02:35So selecting a transition, I just simply click it, I get a Quick Preview down
02:38below, and it's now applied to the slide, easy as that.
02:41I can narrow it down from All Transitions to Fades and Dissolves just Wipes if
02:46I wanted to. Push and Cover, you can see the different categories, like 3-D for
02:49example choosing some of those gives me a quick preview so I can see what
02:53that's going to look like using my specific slide, very cool stuff.
02:58We have also got Table Styles. If you are using tables in your PowerPoint
03:02presentation you can quickly select various table styles. You can go from All
03:06Table Styles to Best Match for Document. I like that. So according to your
03:11theme in the slide layout you'll get the best options for the current document,
03:15in this case Presentation. Notice again as we hover these we get a little bit
03:19of the information over here on the left.
03:20We've also got Option. So if we were to select for example, I am going to go to
03:24Medium and select this table, and insert a table with two rows and two columns
03:29by default, I've also got Options over here to include a Header Row or not, do
03:34I want Banded Rows, if I don't I just select Banded Rows to remove the
03:38checkmark. I don't want a Header Row I would just select Header Row to
03:41de-select it and I decide I do, go back and select it. So easy access to a lot
03:46of the commands that you'll use most often with some of these options.
03:50Charts, same thing. We'll get into Charts, SmartArt Graphics and WordArt in
03:54their own lessons because they've got some new and improved features as well.
03:58The Elements Gallery does appear in the same spot in all three applications,
04:02and when you are done using it you can collapse it by clicking the Gallery
04:05button or the tab that's already selected here in the Elements Gallery that
04:10collapses it, but it's still there always ready to use.
04:12All right, let's switch over to Microsoft Word now. I am going to Command+Tab
04:17to Microsoft Word. I already have it running. If you don't, go ahead and launch
04:21Word with a blank document. In this case you can see the Elements Gallery here
04:24below the toolbar includes Document Elements and Quick Tables but Charts,
04:29SmartArt Graphics, and WordArt appear in all three of those applications in the
04:33same spot. So it won't take you very long to get used to using the Elements Gallery.
04:37Now in a Word document you can get quick and easy access to Document Elements,
04:42things that you would add to a document. I am going to click Document Elements.
04:45Here you can see cover pages shows up by default and if I wanted to cover page
04:49in this document I just click it here. I want to change it to a different style
04:52I can do that as well. If I want a table of contents you can see Table of
04:57Contents gives me options to create with heading styles or manual formatting,
05:00and then I get some options.
05:02Again I move down to the bottom of this page, click on the next page, this
05:08might be a spot where I want to add a table of contents. So here with Table of
05:12Contents selected I see some options, there are actually two pages, I am going
05:15to move this out of the way, just so I can access the arrow, and there is the
05:18second page, one more option for formatting. Of course you can do your own
05:22formatting by selecting manual, but if you wanted a table of contents using
05:26this style, you just click it. It's inserted. Now in this case there aren't any
05:30entries in the document yet that would be used in the table of contents but you
05:34get that information. So you are learning as you go as well, I like that.
05:37I can add Headers, Footers, Bibliographies, Quick Tables. If I want to add a
05:42quick table here's where I go to do it, just like I did in PowerPoint. There is
05:46the one I want, I click on it, I've got a table very quickly, and of course
05:50there are lots of table options that you can work with in an application like
05:54Microsoft Word.
05:54All right, we've also got Charts. So if I want to add a chart I make sure
06:00nothing selected down below. Charts are going to use data in Microsoft Excel.
06:05So if I wanted to insert a chart, I would select the chart and it's going to
06:08pop me over to Excel to manipulate the data. We'll get into Charts in detail a
06:13little bit later on in this tutorial.
06:16SmartArt Graphics, same thing. So you've got graphics, for example if you are
06:19doing org charts and that kind of thing, you don't have to draw the boxes
06:23yourself anymore. You just select the chart or the SmartArt graphic in this
06:27case, and as you need more boxes they get created for you. We'll get into this
06:31little later on as well, and as well as WordArt which has been improved over
06:34the last version.
06:36Let's switch over to Excel now. Take a look at Excel, if you don't have it
06:40open, go ahead and launch Excel with a blank workbook. Here you can see I've
06:43got a blank workbook, I've got one single sheet down below, but if I wanted to
06:47add additional sheets or ledgers, I click the Sheets tab here in my Elements
06:52Gallery, look at that, I've got Accounts, Budgets, Invoices, Lists, Portfolios,
06:58and Reports, all kinds of options here.
07:00If I go to Reports, for example, here are three different ones Customer
07:03Statement, Expense Report, and Outstanding Invoices, I see that information
07:08over here on the left-hand side with a brief description.
07:11So if I wanted to add this to my workbook I just click it. Notice now down
07:14below after Sheet1 I've got Ledger1 and I've got an Expense Report started for
07:20me. So all I have to do is come in here and enter the report name and start
07:23putting in details. Of course you can manipulate any of these in Excel, but it
07:27gives you a great big head start, saving a lot of time, and making you work
07:30more efficiently.
07:32Charts, SmartArt Graphics, and WordArt like I said appear here. They are the
07:35last three tabs in all three of the applications and we will be talking about
07:39those in detail as we move through the various lessons. Starting with SmartArt Graphics,
07:44we are going to talk about that next.
Collapse this transcript
Working with SmartArt graphics
00:00If you are at all like me, you might have a creative side to you where you
00:03enjoy working with graphics. I know I do. When I am creating presentations in
00:08PowerPoint or Word documents, even Excel spreadsheets, I like to add a
00:11graphical element just for some visual interest. Well, when I think back to
00:15previous versions of these applications, there used be a lot of work involved
00:19in getting creative. For example, if you wanted to create an organizational
00:23chart on one of your slides in PowerPoint, you have to create a box and add
00:27some text and if the text didn't fit, you could adjust the font size or
00:31increase the box size, things like that. There was a lot of work involved. If
00:34you had make a change then there was even more work involved.
00:37Well now, there is something brand new here in Office 2008 called SmartArt
00:41Graphics, where you can quickly create designer quality diagrams and other
00:45information graphics, and it's easily accessible right from the Elements
00:49Gallery. In this lesson, we are going to use PowerPoint to work with SmartArt
00:53Graphics and SmartArt Graphics does appear in this Elements Gallery in all
00:57three applications. So, in Excel, in Word, it's the exact same process that we
01:02are going to go through here in PowerPoint.
01:03Now, if you have got access to the exercise files, you can open up
01:07ECPPitchBook.pptx. We are going to talk about what the x means in our later
01:12lesson, but if you want to go ahead and open that one up, you will have what I
01:16have to follow along. So, here we have got a Pitch Book created for our company
01:20called Eat Cake Patisserie. We are going to slide number two and on slide two,
01:24you can see we have got four quadrants here. We have got a table in this
01:27section under Market Share by division and then over here, we have got Business
01:31Process Model. Nothing in here yet but there is a placeholder here. Quite often
01:36when you use templates in PowerPoint even in Word, you will get placeholders
01:40where you can add things like Text, Tables, Charts, and even SmartArt Graphics.
01:45Down below, we have got an organizational structure area but there is nothing
01:49there, not even a placeholder. So, we will look at a couple of different ways
01:52that you can add SmartArt Graphics.
01:54First thing we are going to do though is go up to the SmartArt Graphics tab. We
01:58will start with our Organizational Structure here. So, that means creating a
02:01SmartArt graphic from scratch. Going up here, clicking the tab, displays all
02:05our options. Notice that all is selected so we are seeing things like
02:09non-sequential or group blocks of the information, here is another example of
02:13that as we scroll through.
02:15I am going to move my Formatting Palette just out of the way a little bit. You
02:17can see there is actually 14 screenfuls of this stuff. So, we can narrow it
02:21down. If we wanted to create a list, we could go to List and here, there is
02:24only four screenfuls. We have got Processes, we have got Cycles; look at the
02:30cool graphics here that you can choose from. Hierarchy is probably what we are
02:34going to need for creating our Org Chart and you can see there is a whole bunch
02:37of different options here. You can see they go from top to bottom, they can
02:41also go from left to right, where you have got two pages of options here to
02:45choose from.
02:46So, I am going to go back to the first one and I am going to select this second
02:49one right here to show relationships progressing from the top to the bottom.
02:53So, when I click on this, you can see what happens. Automatically, I have got
02:56this brand new Org Chart inserted for me. I can move this over, I am going to
03:01get the four-sided arrow by going to the border here, and I am just going to
03:04drag this over to the left where I can see it. You can see inside, I have got
03:08areas for text. Now, by default, I have got one box at the top, then I have got
03:13two subordinates, and this one has two subordinates, this one has a single but
03:16I can adjust that, no problem.
03:18So, I am going to click in here for my first one. Over here on the left-hand
03:21side, you see this little Notepad icon. When I click on that, it allows me to
03:25view the Text Pane. Now, this may pop up by default for you or if it's not
03:30showing, it's closed, you can always get it back just by clicking here. So you
03:33can click right in the graphic itself and start typing or if you prefer to work
03:38in an Outline mode, you can come over here in the Text Pane and do it from
03:41here. So, I am going to click in the Text Pane here and I am going to type in
03:45President, we will just keep it simple.
03:47Notice that President was a little bit too big to fit in the box but it just
03:51adjusted nicely. As I take out characters, look at how it grows in size, not
03:56only in this box but the other ones to match. That's the idea behind SmartArt
04:01Graphics. So, I am going to leave the whole word President in there, and I am
04:04going to click down below, this would be a subordinate, you can see this box is
04:08highlighted here, I am going to type VP Sales. I am going to come down to this
04:13other subordinate down below, we will skip over these other subordinates for a
04:17second and type in VP, and I will see a long word here like Marketing, see what
04:22happens. See how it wraps around on to the next line. Okay, let's go to the
04:26subordinates here under VP of Sales, we will have Inside Sales. We will have
04:34Outside Sales, and let's add another one, we will hit Return which adds a third
04:39box and you can see how the whole graphics being adjusted for me, it's smart. I
04:43will type in Tele Sales.
04:46Under VP of Marketing, we will click down here, we will type in WEB, and I am
04:53going to hit Return to add another one, the whole thing adjust for me again, I
04:56am going to type in Print, just like that. Now, I have also got options here
05:01for promoting and demoting but I can use Tab and Shift+Tab, all the stuff you
05:06already know about working with Lists. Over here, I can also add new elements
05:10and remove them, so just by clicking here, for example, I can remove that
05:14entire line by clicking the Remove icon or add a new one right after it. But I
05:19have got exactly what I need, I am going to close up my Text Pane, that hides
05:23it and this needs to just move down below and as I scroll down, I am not
05:28actually seeing all of my slide here. So, I am just going to move my Formatting
05:32Palette a little bit out of the way, so I can see the scroll bar. I am going to
05:35scroll down just slightly here, and make sure that that's fitting on the slide
05:40and it is. You might have move it down a little bit further like so.
05:44I will click outside of the box to see the end result. It's now perfectly
05:48centered. So, anytime, I can click back inside here, click on the border if I
05:52wanted to squeeze it in, I can go to a border and just drag that in, or I want
05:56to move it up, make it taller, go to this top section, just stretch it out and
06:01stretch it down a little bit and that's going to adjust things for me. I can
06:05size the entire box by going to a corner, once I have got it the size and
06:10location where I want it, I'll just click outside to finish up that task.
06:15So, that's one way, creating it from scratch. Now, sometimes what you are going
06:19to see, our placeholders like we have here under Business Process Model, and in
06:23this case, we can insert all kinds of different objects like Pictures and
06:26Movies, Clip Art. One of the options is SmartArt Graphics. So, instead of going
06:31to our Elements Gallery and selecting from here, we can click right on SmartArt
06:34Graphic, which selects the entire area. So, it's that's where it's going to
06:38appear; we don't have to place it. And all we have to do now, this opens up
06:42automatically select the SmartArt graphic that we want to add.
06:45So, in this case, because it's a Business Process Model, may be we could go to
06:50Cycle and choose one of these options for showing circular flow, for example. I
06:54am going to go to this first one where I have got some circles and you could
06:58see it's inserted for me. Again, I have got text, if I want to view my Text
07:04Pane, I can click that icon and type text here or I can do it right inside the
07:08actual graphic itself. So let's try that method and we will close up our Text Pane.
07:12Click right in there, and let's just type in some information here like, Step
07:181. You can see what happens, everything is adjusted automatically. Step 2, Step
07:283. Now, what if we only needed for steps? You could type in Step 4 here. We
07:34don't need this fifth circle. We can click on it and hit Delete. You can see
07:38what happens. When I remove it, it automatically adjusts everything on this
07:42particular graphic to fit nicely, everything is resized and repositioned, so I
07:47don't have to do all of that work and that's the technology behind a SmartArt
07:51graphic. Now, we can even take this SmartArt graphic and change it to another
07:55option. I am just going to click on the border, so the entire thing is
07:58selected; no one element is selected inside and I am going to come up here and
08:01just try this one here. You can see that it's actually changing the style for
08:05me but it's keeping my information in here, may be this one would look better.
08:09It's a great way to get a preview. There is a different option. I like that
08:13one. How about this one with the thick arrow in between it? Very cool. Lots of
08:17options; I have got three fold here, so I can choose from any of these. In this
08:21case, this one doesn't really work very well, where I have got something in the
08:26middle. So, I am going to go back, I am going to go back to the Process here,
08:29Cycle, back to the first page and go to one that I like, I like this one right
08:35here. The other thing that we can do, I am going to close up the Text Pane for
08:38a second here, is use our Formatting Palette which is open by default and it's
08:43context sensitive, meaning, you are going to get the tools you need when you
08:46need them. Because we are working with SmartArt Graphics here, you can see that
08:49SmartArt Graphic Styles has opened up for us or expanded, so we can make
08:54selections here. And all it means is clicking on a selection to see what that's
08:57going to look like, there is a cool 3D effect.
09:01You can see that the color-coding is in accordance with the theme we have
09:05chosen here in PowerPoint. There is a neat effect as well. I can see more, and
09:13more, lots of different options. So, I would encourage you to experiment with
09:18some of these. I kind of like this option right here. Now, you do also have
09:21colors. If you wanted to change the color scheme, you could to something
09:25different. I like that one right there. So that's good for me. I am going to
09:29move my Formatting Palette just out of the way a little bit. I am going to
09:32size this down just like I can with any graphic. When I get to the corner and
09:35see the double arrow, you can size it down a little bit. Even though it was a
09:39placeholder that I used to create the SmartArt Graphic, I can do all of that
09:43stuff as well.
09:44I am just going to click outside of the selected SmartArt Graphic to see the
09:47end result. So, keep in mind that you have got SmartArt Graphics selectable
09:52right from the Elements Gallery up here in all three of the applications in the
09:56suite including Excel, PowerPoint, and Microsoft Word. Go ahead and play around
10:01with all of the options. There are so much to choose from when working with
10:04SmartArt Graphics. I encourage you to experiment.
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Using WordArt
00:00Okay, continuing on our graphical theme from the previous lesson, we are going
00:03to discuss a feature now that's not new to Office 2008 but rather improved.
00:09It's been around for sometime. It's called the WordArt. Now, WordArt is now
00:13accessible through the Elements Gallery. Here in PowerPoint, you will notice
00:15that the very last tab is WordArt and clicking this tab displays both 2-D and
00:213-D Styles to choose from when creating WordArt. So, it's a graphical way of
00:25representing text.
00:26Well, I am going to hide PowerPoint and switch over to Microsoft Excel.
00:31Check out the last tab on the Elements Gallery here. Again, WordArt and you can see I
00:36have got those 2-D and 3-D Styles to choose from here in Microsoft Excel. I am
00:40going to hide Excel, which is going to take me over to Microsoft Word. This is
00:44where WordArt originated so we should look at it in Microsoft Word, and you
00:48will notice the last tab over here is WordArt. When I click the tab though,
00:52look at the samples I get to choose from here; it's not just 2-D and 3-D.
00:55Now I have got Simple, Bold, Enhanced, and Elegant. So more options here in Microsoft Word.
01:02You will notice that I have a document open here called December.docx. If you
01:09have got the exercise files and you want to follow along, open up this file and
01:13you can see it's a calendar down below for December 2007. And all I am going to
01:17do is I am going to come in here and I am going to click and drag over December
01:20and hit my Delete key on the keyboard to remove that. I want to replace that
01:24with some actual WordArt. So, in this case, a graphical representation of the
01:29text December.
01:30So, in this case I am going to insert some WordArt. Now by default, the All
01:34tab is selected here under WordArt and that's going to display six screenfuls
01:39of options here for various types of WordArt. If I want to narrow back down to
01:43some simple choices, here you can see it's just two screenfuls. Same thing
01:47for Bold, I have two. Enhanced, I have got two as well. Elegant, another couple
01:53of options here. I am going to switch back to Enhanced, because I like one I
01:58saw here, it is kind of a metallic look. I am going to choose this second
02:01option, you can choose whatever you like. Clicking this button though adds it
02:05to the existing document, you can see for me it's down here at the very bottom
02:09and it's just like any graphic; we can size it and move it. When we move our
02:13mouse pointer over the center, we see the four-sided arrow, when you have got
02:16that, just drag it up to where it belongs which is right around here, near at
02:20the top. We will adjust it a little more as we work with this text.
02:24So, right now, it's a placeholder. It says, Your Text Here So I am going to
02:28double-click that which opens up our Edit WordArt Text window, and you can see
02:32your text here is already selected so I can just type right over it. I am going
02:36to type in the word, December. Now, with this text selected, I can also change
02:41the font and the size before clicking OK, if I want to. If I want to choose
02:45from a different font like Century, for example, you can see what that looks
02:49like and I am going to click OK now. I am going to leave the size at 36 because
02:53I can come in here now and just actually adjust the size of the graphic by
02:57going to a corner and clicking and dragging.
02:59So right now, I have got some plain old text in here, December, with a WordArt
03:03effect edit to it, but I can do more with this, if I wanted to. Now, if I
03:07wanted to add some motion to it perhaps or some contours, notice it over here
03:13in the Formatting Palette and I am just going to drag it over where we can see
03:15it better. Down at the bottom, the WordArt section has been expanded that's by
03:20default because the Formatting Palette does give you the tools you need, when
03:24you need them, it's context sensitive. So, down here I can format the shape, I
03:28can adjust some colors and so on. I can equalize the character height, if I
03:32want all characters to be of the same height. I am going to click that right
03:35now and you can see what it does, even though I have got upper and lower case
03:38characters that are all of the same height, doesn't look good. So, I am going
03:41to turn it off, it's a toggle, clicking it again. I could turn this on its side
03:45so it's stacking vertically and you can see what that looks like. It doesn't
03:48really fit for our calendar. So again, it's a toggle. I can turn that off. I
03:52can adjust the alignment within the box itself, right now Centered is selected
03:56but I can go Left, Right, Justified, and I've also got Letter Justify and
04:01Stretch Justify options here as well.
04:03I am going to leave it at Centered, and then I can also adjust the Character
04:06Spacing itself using this last button, and you can see Normal is selected but
04:10if I want to tighten it up, squeeze it together a little bit to give myself
04:14some extra space, I can do that, or if I would have more space than I need, I
04:18can loosen up the spacing, spreads it out a little bit. There we go. It's a
04:22little easier to read that way perhaps. But I want to come back to this first
04:25one here where I can format the shape. So, I can actually choose a shape for
04:29this. Right now, it's just going straight across. If I want to add a little bit
04:32of pizzazz here, maybe I might want to add some contour and you can see how it
04:37is kind of flowing there.
04:38What's kind of cool with WordArt now is I have got these little handles, these
04:41little yellow handles on the left and at the bottom, so I can start clicking
04:45and dragging to adjust the perspective of my text until I get it exactly where
04:49I want. So, I can do that from the bottom and I can also do it from the
04:53top-left corner to increase or decrease the effect. So, you can see as I drag
04:57down, I am increasing the effect, as I move up, I am decreasing it until I get
05:01exactly what I am looking for. There we go, very nice.
05:04I can also go to the second icon for some formatting options. Here, I can
05:08format my WordArt. So, if I am not particularly satisfied with the effect for
05:13the color and the transparency used here, I can go in here, I can choose from
05:17standard colors, I can go to the More Colors to get color wheel, all of the
05:21color options you are used to seeing, using the Mac. I am going to close up the
05:24colors palette though here by clicking Cancel. I am going to come back to the
05:28Color here and choose Fill Effects because here is where I can choose from
05:32Gradients, Textures, Patterns, and so on. If I go over to the Textures, for
05:36example, keeping in mind that I have got a background in my calendar, I can
05:40choose something that will go with it, like this marble look here perhaps and
05:44click OK to change the texture.
05:47Now, nothing is going to happen till I click OK again so we don't see that back
05:50there quite yet, I can adjust Transparency, Line Color. Right now, there is no
05:54line when I am using this particular effect, that's good and I can even use
05:58Arrows when I am working with lines but in this case, you can see. Although,
06:02working with WordArt, I don't have any options for Arrows. We can also adjust
06:06Size and Layout as well, but I am going to click OK to see that effect, that
06:11looks kind of cool. I am still using WordArt but I have adjusted some of the
06:14formatting using this icon down below to format WordArt. So, lots of options
06:20for formatting your WordArt. It's easily accessible now from the Elements
06:23Gallery. When we are done with WordArt, we can click the WordArt tab or click
06:27the Gallery button to collapse our Gallery to click outside the document here
06:32to see what that looks like. There is our end result.
06:35So, of course, you have got lots of other options here in our Formatting
06:37Palette when working with graphics. So, WordArt is treated like a graphic. That
06:42means we have got the Wrapping section here, Colors, Weights, and Fills, all
06:45accessible from our Formatting Palette when we select our WordArt.
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Working with charts
00:00In this lesson, we are going to explore working with charts. Charts are not new
00:04to the Office suite but they are definitely improved here in Office 2008.
00:08You have got these new designer quality chart templates that will help you
00:11illustrate your data with special effects even like three dimensions,
00:15transparency, and shadows. In Word, PowerPoint and Excel, you can now insert
00:20charts right from the Elements Gallery. That is new across the top of your screen here.
00:24So, we are going to start in Excel. Excel is all about working with data. Quite
00:28often you will work with charts in an Excel file. So, if you are a premium
00:32subscriber and you want to follow along and you got the exercise files, go in
00:36there and open up Q4Sales. Look at the extension, xlsx. That's our new format
00:42and you will have what I have. You can see we have got some data here already.
00:46Whenever you work with charts, whether you are in PowerPoint, Word, or here in
00:49Excel, you edit the data in Excel. So, if you are in PowerPoint or Word and you
00:53want to edit the data, you are going to be popped over here into Excel to do that.
00:57So, this is a logical place for us to start.
00:59All I am going to do is highlight the data that I want to use in the chart that
01:03I am about to create. So, I am going to click and drag right here from cell A4
01:07across all three months, October, November, December, and I want to get all of
01:10the data series, Pies, Cakes, Breads, Pastries, and Other. So, I have got all
01:14of this data, already here, already selected. Now when I go to create my chart,
01:18that's the data that is going to be used. Let's see how smart Excel is here
01:22when we create the chart.
01:23Well, we will go up to the Elements Gallery and click on Charts and there is
01:27lots to choose from; you can see All is selected and if I look over here on the
01:31right, I have actually got 13 screenfuls of charts to choose from. So, I can
01:36narrow that down to just Area charts, for example, Bar graphs, you can see bar
01:41graphs are horizontal bars and there is different kinds of bars; there is three
01:45dimensional, stacking. You can see we have got cylinders and cones and pyramids
01:49as well. Lots of different options to display the same data. If we go over to
01:54Bubble, there is only two options here: 2-D and 3-D Bubbles.
01:58Column is really the same as Bar but just vertical bars instead of horizontal
02:02bars and we have got Doughnut, Line, Pie, Radar, and Stock. Lots of different
02:06options to choose from. Pie is a popular one for comparing a single data
02:10series. So, Pie wouldn't work good or well for all of the options we have
02:14selected here, we have got several data series and lots of values. So, we might
02:18want to use a Doughnut if we are looking for some kind of circular graphic
02:22where Doughnuts unlike Pies allow us to select multiple data series.
02:26But I am going to go over here to a very popular choice under Column and I like
02:30the three dimensions, I am going to go to this 3-D column right here. They are
02:33not stacking; they are side by side and when I give it a click, look what
02:36happens. Takes about half a second to create a chart using the data, I already
02:41selected. And what's smart enough to take all of the months; October, November,
02:45December and create a Legend out of that, and down at the bottom, the data
02:49series are Pies, Cakes, Breads, Pastries, and Other, all of those selected from
02:53the left-hand side and then the numbers are what we see in the actual columns
02:57here in our graph, very cool.
03:00Now, I can move this out of the way, you can see the four-sided arrow means I
03:04can click and drag it off to the side or down below if I wanted to. Just to let
03:09you know, this is kind of like working with a graphic where you have got the
03:12borders and you can size it and manipulate it and you get the double-sided
03:17arrow, for example, if you want it to be tall and skinny, you can do that, just
03:21move it around. Look what it did down below with my labels for the data series,
03:25see how they are own angles now, because it didn't quite fit when I made it so
03:29skinny, kind of neat. I like this, very smart stuff.
03:33Now, of course, if we wanted to modify any of the elements in a chart, so we
03:37have got an axis here; Y-axis, we have got an X-axis, a Legend. We can do that;
03:42we can click on the Legend and remove it if we wanted to or we could click on
03:46actual data series and you can see, they get highlighted here in the chart,
03:50very interesting. Double clicking is going to open up a window. So, if I double
03:55click on one of the bars, for example, here I am formatting a data series. Data
03:59labels is set to None, but I can show the values if I wanted to. Doing that
04:03means I might not need all of these number showing up on my Y-axis if I click
04:07OK. But you can see, it gets crowded. So, double clicking again allows me to
04:12come back here and show no data labels.
04:143-D formatting is another option. Now, we can do Bevels, we can also adjust the
04:20surface if we wanted to. Lots of formatting options available to you that make
04:24your graphs look nice. You can even change the type, if we wanted to go to
04:28maybe a two-dimensional one here, with our graph selected, we can go back up
04:32here to our Elements Gallery and just select the different type. It keeps the
04:36same data but displays it in a different way. How about Chart Styles, may be
04:40the colors don't match, green and pink, I am going to go to a different chart
04:43style just by clicking it over here, keeps all my data right, just changes the
04:47look and feel of it.
04:48If I go to back to 3-D or if I wanted to, I am going to move my Formatting
04:53Palette off to the right a little bit and try Cylinders may be. See what that
04:57looks like. Gives me a totally different look but same data again. Once you are
05:03done, you can just click anywhere outside of it to see the finish product, very
05:07nice and we can go back here at any time and make changes. If we wanted to edit
05:11the data, well we are in Excel already, so we can just click in there and make
05:14changes to the data, the graph is going to adjust itself automatically. So, if
05:18I come in here, for example, to December for the Other category where I have
05:236,990 and I change that to 10,000 and hit Return to lock it in. You can see how
05:29this bar just shoots up. So it's dynamic; it's going to change on the fly. So,
05:34that's working with a chart in Excel, what about from one of the other
05:37applications?
05:38I am going to hit Command+Tab to move over to PowerPoint and if you want to
05:42follow along, and you've got the exercise files, you can open up Q4Sales.pptx.
05:47That's our PowerPoint file. You can see I have got two slides here; one has
05:52Q4Sales that's for the total and then I have got a second one here that
05:56actually has a placeholder because in PowerPoint when we select slides, we can
06:00choose placeholders or slide layouts. So, if I go to Slide Layouts tab here in
06:05my Elements Gallery, notice that I have got different options here which will
06:08have placeholders in there for me. So, I am going to go back over to Charts
06:12here and you will see it's the exact same chart choices that I saw in Excel.
06:16Let's go back to slide one and we are going to put a chart in here and this is
06:20the total. So, let's say, we want to go to Bar this time and do a 3-D bar. Now,
06:25I don't have any data here in PowerPoint, so when I click on the bar graph,
06:29look what happens. It's going to create one but I have got this brand new
06:34worksheet here in Excel and I have got some sample data.
06:37So, if I use Command+Tab to go back to PowerPoint, you can see that data is
06:41already showing up in this sample chart. So, all I need to do is in Excel,
06:46switch back over to Excel, is make changes to the data, but if I wanted to, I
06:51could actually use that data I already had in Excel. That's what I am going to
06:55do; I am going to go up to window here and go over to my Q4Sales and I am going
06:59to highlight this information that I used while I was in Excel. So, I'll make
07:04sure we go from A4 all the way across to D and down to 9 and I am going to do a
07:09Command+C; I am going to copy that. I am going to change over to my sample data
07:14chart in Microsoft Office PowerPoint and I am just going to select all of that
07:19and paste right over it with Command+V. So, there is my new data, which means
07:24if I Command+Tab over to PowerPoint, what should I see? Look at that Other,
07:29Pastries, Breads, Cakes, Pies, December, November, October, it's so easy to do.
07:34So, all you have to do is either enter the data or if you have already got it,
07:38just copy and paste it. Because everything is the same here in PowerPoint as
07:42well as in Excel, each of the elements can be edited, the entire chart can be
07:47changed to a different style if I wanted to just by clicking it. Very cool
07:51stuff and I encourage you to experiment with working with charts.
07:58Let's go down to the second slide, here we have got a placeholder. So, all we
08:02have to do is click the Insert Chart button here, we don't even need to go up
08:05to the Elements Gallery; we have already got an option here to insert a chart.
08:10Since we do that, it's going to take a second and display the Elements Gallery
08:14showing us our chart. So, here we are in bar again, I am going to close that up
08:19just to show you how that works, go back down here to insert a chart right
08:23away, the Charts tab is selected and I am back inside the Elements Gallery.
08:27So, just another way for us to select the chart. So, again, if I wanted to, I
08:31am going to go over this time to Column, and I am going to move over to these
08:37cones right here. As soon as I click it, same thing happens; creates a sample
08:42sheet and highlight the data. I am going to do my Command+V to paste in the
08:47stuff I copied a moment ago and as soon as I Command+Tab back over to
08:51PowerPoint, I have got my new data. Notice all the stuff I have on the
08:55right-hand side here for Chart options, so I can change my Axes, my Gridlines,
09:00down below, Chart Data. Any time I want to edit this data, I click the Edit in
09:06Excel. It takes me back to Excel. Select the data source. It's already selected
09:10so all I have to do is click OK and I'll just come in here and make changes.
09:13For example, if I go into Pies up here and change this to 20,000 and hit
09:21Return, when I Command+Tab back over to PowerPoint, look at that spike over
09:25here for Pies, all the way up to 20,000.
09:28Everything gets readjusted for me. I don't have to worry about the scale,
09:31etcetera. It's all going to work out nicely for me. I can change to a different
09:36Chart Style if I wanted to by selecting them over here, lots to choose from,
09:40till I get one that I like and now I will just de-select the chart to see the
09:44finished product. So, there you have working with charts. Again, not a new
09:48feature but definitely there are some improvements here to help you create your
09:52charts efficiently, quickly, and make them look nice too.
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Using themes
00:00I think maybe one of the coolest new features in Office 2008 is the new Office
00:05Themes that allow you to quickly create documents, presentations, even
00:10workbooks in Excel with an unified look. That's because each theme has a
00:14coordinated set of fonts and colors and even visual effects that you can apply
00:18with a single click. We are going to take a look at themes in this lesson in
00:22the variation applications starting with Microsoft Word.
00:26Now here you can see I've got a blank document. If you want to follow along we
00:29are going to create a new project and check out some of the themes we can apply
00:33to a new project. We'll go up to File menu and click Project Gallery. Next
00:38let's go down to the Newsletters category and let's select this one here, Fall
00:42Newsletter. When we select a project like this we get a great big head start
00:46and a theme is already applied. In other words there is a certain color
00:49combination that's going to be used in this newsletter. There are certain fonts
00:53that are going to be used and special effects. So there is a theme already
00:57applied, but we can change that theme with a click of a button.
01:00Now I don't know this is your forte or not but coordinating colors and matching
01:04fonts and so on is not my forte, so I love the fact that I can select from
01:09preset themes. So with Fall Newsletter selected I am going to click Open, which
01:14is going to create my brand new project. You can see I've got a bunch of
01:17placeholders with some placeholder text in there. I am going to replace that
01:20with my own. My own title, my own text down below, my own images and so on, but
01:25we are going to talk about themes right now.
01:28From the Formatting Palette, and if your Formatting Palette is not open,
01:31make sure it is. Go up to View and select Formatting Palette from here. We are going
01:36to click on the Document Theme section, which expands this area to show us some
01:40themes that we can choose from. You can there are little thumbnail
01:43representations using different font styles, different color combinations and
01:48special effects.
01:49So to select the theme all we do is click on it here. You can see the change is
01:53instantaneous. Click on a few different themes until we see one that we like
01:58and we are ready to go. We can also make changes to parts of a theme, such as
02:02the colors that are used or the fonts. So if we like the colors, we like the
02:06special effects, but we want to change the fonts down below we can actually
02:10select from Font schemes as well. So you find one that you like, give it a
02:14click and you are going to see changes right here in your document.
02:18Now when you get away from the preset themes and start changing fonts and
02:23changing color schemes you can start to make a mess of your work, so you can
02:29always go back to the theme just by clicking it on the list of themes that you
02:33see here in the Document Theme section.
02:36So once you've found a theme that you like, I am going to use this one right
02:39here, and by the way as you hover over themes you'll get to a see a little
02:43pop-up or the name of that theme, in this case Aspect, that's the one I am
02:47going to use.
02:48If you wanted to make some changes to a theme like set up different colors and
02:52different fonts, once you've got the combination that you like for example you
02:56can save that theme and call it your own. By going down to the Save Theme
03:01button, you are going to save your themes to the My Themes folder by default,
03:05just give it a name. I am going to call this Newsletters, and hit your Save
03:10button. The neat thing is that when you save a theme like this you can actually
03:14use it in the other applications. So in Excel and in PowerPoint I can use my
03:19Newsletters theme that I just created a moment ago.
03:21So that's what we are going to do, let's switch over to Microsoft Excel. So I
03:25am going to Command+Tab over to Excel and I have actually already got a file
03:29open. If you are a Premium Subscriber and you want to follow along, open up
03:32ThemeSales from your Exercise Files and you'll have what I have.
03:36When you apply themes to a workbook in Excel you are going to see those changes
03:41in SmartArt graphics and charts, not necessarily the data on the actual
03:46worksheet. I'll show you what I mean, over here in the document theme area of
03:49the Formatting Palette we have that same look, we can click on different themes
03:54and look what happens, we see those changes here and here, but not necessarily
03:57with the data in our worksheet.
04:00So there is one that kind of fits the color scheme that I've got. If I want to
04:04make changes to the colors in my worksheet I would have to go through selecting
04:08the cells that I want to change and use my Formatting Palette to make changes
04:12to those areas. I still have colors down below to change up the color scheme if
04:16I wanted to, and I can change up the fonts as well, even save themes from here.
04:22When you want to apply a theme, you have to go to the Browse button, a theme
04:26that you've created. So we've got the Presets up here, but when you create
04:30themes use your Browse button to go right to the My Themes folder, you'll find
04:34it right there, there is the one we created a moment ago. We get a preview of
04:38it, and when we click Apply it will be applied to our existing file.
04:43Same goes for PowerPoint, we're going to switch over to PowerPoint now, and
04:47here you can see I have actually opened up a file as well called PhotoAlbum.
04:51Again, if you've got the Exercise Files go ahead and open this one up, if you'd
04:54like to follow along. So this is a photo album with five different slides
04:58containing different contents and it's already using a theme. So when this
05:03project was started that theme was selected, but we can change that theme.
05:06Look over here though in the Formatting Palette, the Document Theme area looks
05:10a little bit different. All we have is colors and fonts to choose from. We can
05:13browse to themes we have created, and we can save themes from here, but notice
05:18that we don't have those thumbnail themes to choose from,. That's because slides
05:22get their own themes. We've got up here in the Elements Gallery a Slide Themes tab.
05:26Let's give that a click.
05:28Now you are seeing some of those thumbnail representations you've got you might
05:31see. Clicking here actually changes the slide themes and you can see all of the
05:36slides in my presentation have this new theme. I have got many to choose from.
05:41So once I've found one that I like, all of the slides are affected. Now I can still
05:46change the color schemes and the fonts like I did with Excel workbooks and
05:51Microsoft Word files, and of course I can save a theme once I've got exactly
05:56what I am looking for.
05:58Clicking the Save Theme option takes me right to the same spot where my
06:02Newsletters theme was created. I am going to click Cancel in this case, and
06:06let's just try applying that theme. We'll go up to Browse, select Newsletters,
06:11click Apply and a theme that we created in Microsoft Word has just been applied
06:16to a PowerPoint presentation.
06:18So you can see how themes will save you a lot of time and a lot of effort
06:22creating really nice looking presentations in PowerPoint, nice looking files or
06:27documents in Microsoft Word, even in Excel you can spice up your documents,
06:31smart graphics and even your charts and so on to create special effects and add
06:36some visual interest to your projects.
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About XML formats
00:00In this lesson I'd like to talk to you about a very big change that's happening
00:03behind the scenes in Office 2008. That is, there is new default file format
00:09every time you save documents in Word, presentations in PowerPoint and
00:13workbooks in Excel. It's called Office Open XML format, and because of this new
00:18default format you are able to create smaller files and even make it easier to
00:23recover damaged files and share files. So the new file formats like I said are
00:28used in Word, PowerPoint, and Excel. They also keep your files a lot more
00:32secure. Open XML formats are also the default file formats for the 2007
00:37Microsoft Office System for Windows operating systems. So you are very
00:41compatible with that.
00:43Now when you save a Word document, you are going to be saving it in a new
00:45format. You can see I've got a document open here in Word, and if you are a
00:49Premium Subscriber and you want to take a look at this document, you can go to
00:53the Exercise Files and open OpenHouse. --look at the ending-- docx and
00:58you'll have what I have.
00:59I am going to move down to the next page, using my Scroll Bar, and down here
01:03you can see I have got Word, PowerPoint, and Excel in a SmartArt Graphic.
01:09Well, like we saw Word documents are now saved with this new extension DOCX,
01:13formally you are probably used to seeing a DOC extension on your Word
01:19documents, now there is that X added on there representing the XML format. Same
01:23thing goes for PowerPoint. Previously there you end it with PPT. Now we've got
01:28the X on the end and with Excel XLS with the X on the end there.
01:32Now it's very important for you to know that not everybody is using these
01:36latest versions of Microsoft Office so you are not stuck with this format, if
01:40you did want to save it to a previous version you can do that using Save As. So
01:45here we are in Microsoft Word. If I go up to File and I choose Save As, you are
01:49going to see a default name show up at the top. Down below the format is Word
01:54Document and in brackets we see that new extension .docx. But if we wanted to
01:59go back to a previous version clicking this drop-down allows us to go to Word
02:0397 to 2004 documents. They all use the same format, .doc. If you are saving
02:09templates notice that it's a .dot with an x now but you can go back to previous
02:14versions and then you've got all those other options for being compatible with
02:18other people out there.
02:19Now what if you wanted to make that your default? I am going to click Cancel
02:22here for saving this. If you wanted to save all of your documents to a previous
02:27version with a .doc extension for example, and then on occasion save using this
02:32new format you can change your preferences. You can go up to File, actually
02:36Word, and then click Preferences. And from here in the Output and Sharing
02:41section in Word you've got a Save icon. Click that and you'll see that the Save
02:46Word file as option is set to Word Document with a .docx extension. But if you
02:52wanted to make Word 97 to 2004 your default, just click it there, click OK and
02:58every time you save a new document it will be saved in that older format. So
03:02you might want to wait for people to catch up to you and then of course you
03:05would come back up here to Word - Preferences and change that back to the new
03:10format when you are ready. I am going to do that now and click OK.
03:14I am going to flip over to Microsoft PowerPoint for a second. It looks a little
03:20bit different here. When you go up to PowerPoint Preferences, Preferences are
03:24different. You've got a Save icon across the top. That's where you have to go
03:28to change your file format default from the .pptx extension to something else
03:34like the old PowerPoint 97-2004 extension, the .ppt format. And in Excel again
03:42just slightly different let's flip over to Microsoft Excel.
03:45When we go up to Excel Preferences over here you are going to see Save down
03:51below Sharing and Privacy, well, that's not actually where you are going to
03:54find that new setting, you are going to go Compatibility in Excel, and that's
03:58where you'll see Save files in this format. Excel workbooks are saved with the
04:02XLSX extension. You can change that to anything you like here as the default.
04:08Just remember to come back when it's time to change it to that new format and click OK.
04:12I am going to flip back to Microsoft Word. In conclusion, keep in mind that all
04:20of your applications here Word, Excel, PowerPoint saving to a new format, there
04:25is an X on the end of that format, you'll see it quite often when I am sharing
04:29documents with others, I do get messages back saying I can't open your file.
04:33I haven't upgraded to the latest version yet. You'll need to save back a version
04:37for a little while perhaps until everybody gets caught up. This is a great
04:41application, l love Office 2008. There are so many advantages to upgrading that
04:46eventually people will and you will be able to set that default to the new extension.
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Using Automator workflows
00:00In this lesson I just want to mention something that's new to Office 2008 and
00:04Microsoft Office 2008 for Mac Special Media Edition, and that is that you now
00:09have Automator support. So if you are already familiar with Automator you know
00:13that that's an application that comes with the Mac operating system, OS X 10.4
00:17Tiger or higher, and it helps you to automate commonly performed and repetitive
00:22task, kind of like writing scripts or Macros. But you don't need to be a
00:26programmer to use Automator, and now you've got that support in Excel,
00:30PowerPoint, Word, and even Entourage. So we are going to take a quick look at
00:34how you can use Automator in one of those applications, PowerPoint.
00:38You can see I've already got Automator selected here in my Applications folder
00:42using Finder. I am going to launch Automator right now. In the background here
00:46I've got PowerPoint running, and I am going to double-click that to launch the
00:50application. When you create little workflows you can save them and store them
00:54wherever you like, and you'll notice that over here in the Library column in
00:58Automator we've got all of those applications that we are used to seeing, but
01:02now we have also got Entourage, Excel, PowerPoint, and Word and as I click on
01:09those you will notice all of the Actions that show up here on the right-hand
01:12side. Quite a few for Entourage, Excel has a number, PowerPoint and Word.
01:17They all have actions that we can select from to create little workflows over here
01:23on the right-hand side.
01:24So one of the things, let's just test this out to see if it works with
01:26PowerPoint. Let's say we wanted to capture our screen and take that image which
01:31goes to the Clipboard and pop it directly into a slide in a PowerPoint
01:35presentation. Can we do that? You bet! Now that we have some Microsoft
01:39PowerPoint support here for Automator.
01:41I am going to go over to the System here in Library and choose Take Screenshot,
01:46and you can see that this Action here takes a screenshot of your computer.
01:50So I'm going to drag that over to the right-hand side and release, and now I get
01:54some options here. By default it's going take a screenshot of the full-screen
01:57but I want to be interactive so I want to be able to choose either a window or
02:02a selection and I am going leave it at Window. It's going to be saved to the
02:06Clipboard, that's perfect.
02:07Now instead of me manually doing this and then coming over to PowerPoint and
02:11pasting it in there, I am going to add that workflow step or action by going
02:15over to Microsoft PowerPoint and I am going to find Paste Clipboard here, and
02:19you'll notice when I click on that I get some info down below. Paste Clipboard
02:22Content into PowerPoint Presentations, and it takes the content from the
02:26Clipboard and paste it right into my presentation in PowerPoint.
02:31So I am going to drag that one over and just drop it in there after. You can
02:34see there is a connection from Step 1 to Step 2, which is going to paste the
02:38content, perfect! I am going to end up with a PowerPoint presentation in the
02:42end. Of course, I would go up to File and I could save this and choose where I
02:45am going to save it, but I can also run it right from here clicking the Run button.
02:50So let's just move over to PowerPoint here, you can see I've actually opened up
02:54a file. If you want to follow along and you are a premium subscriber, you've
02:58got the Exercise Files, you can open up Automator.pptx and you'll have what I
03:02have here. This would be a good spot for what we are about to copy and paste.
03:06I am going to move over to Safari and I have gone to the lynda.com website and
03:10I have clicked on Authors over here and selected myself. So may be I'd like to
03:14put all of this here, this entire window into my PowerPoint presentation.
03:19Let's go back to Automator. I am Command +Tabbing now, and all I am going to do
03:23is click Run. Now because I have selected to allow myself the interactivity of
03:28selecting the window all I have to do is go over to the window and select it,
03:32so I am going to click OK, there is my little camera. I am going to Command+Tab
03:36over to Safari. This highlights my entire window over here, perfect! So when I
03:40click automatically everything just ran. So I've got copied to the Clipboard
03:45and pasted into my PowerPoint presentation, I can tell they are the little
03:49check marks here.
03:50So I am going to go over to PowerPoint. Sure enough there is my image. It's
03:53much bigger than I wanted to be, but that's okay. I can go to the corners and
03:58size this down like any other graphic and just put it in the right spot on my
04:02slide, like so.
04:05So you've now got that Automator support built into Office 2008. Could save you
04:10a lot of time and a lot of effort if you are one who likes to use Automator a lot.
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Saving to PDF
00:00You may remember I mentioned near the very beginning of this title that one
00:03of the goals of Microsoft Office 2008 was to improve compatibility. The ability
00:08for you to share your documents whether they are Word documents, Excel workbooks
00:13or our PowerPoint presentations with other people, even if they are on a Mac or
00:17a Windows PC or don't even have these applications. You still want to be able
00:22to share your work with others.
00:23Well, one of the ways that you can do this is by converting to the PDF format,
00:28Portable Document Format. Now if you have ever with PDF, you know all you need
00:32is the free Adobe Reader to view documents that are in that PDF format. Well,
00:37you could always save it PDF in previous versions of Office. But now you can do it
00:42right from the Save As dialog box. So we are going to check that out here.
00:46Saving to PDF ensures that your documents will appear the exact same way with
00:50the correct layout and the fonts on any computer that can view PDF files.
00:54Now remember that the Adobe Reader is free and you can download it right from
00:58Adobe.com if for some reason it's not already installed on your computer. Now
01:02on a Mac computer we have got Preview for looking at PDFs as well. So we will
01:06check that out in a minute. Right now you can see I am in Microsoft Word here
01:10and I have a document opened already called PDFDecember. It's a .docx format.
01:15So the native format to Office 2008 for Microsoft Word and now we are going to
01:20covert this to PDF and it's really very easy. We go up to File and choose Save As now.
01:25You used to have to print to PDF. Now from the Save As dialog box, we can
01:29change the format right here. By clicking this little dropdown we can select
01:33PDF right form the list. It changes it to a PDF file. You can see the extension
01:38up here using the same name and all I have to do is click Save to save it.
01:42Now all I am going to choose where I am going to save it first, I am going to
01:44save it to my desktop, so we have the easy access. I click the Save button. It
01:48just takes a second and now I have a PDF version of this document I can share
01:52with others. I am going to switch over to Microsoft Excel now, and here I have
01:57also got a document open, which is a Workbook. Here you can see it's called
02:01PDFSales and it's the xlsx format.
02:05Well, same thing, we go up to File and Save As and check it out form the Format
02:11dropdown, we can choose PDF right form there. We click Save. Let's change up to
02:18Desktop first and also we can choose to save the entire Workbook or just the
02:23Sheet that we are working on to a PDF file. I am going to choose Sheet and
02:26click Save and that too takes just a second to save it as a PDF document.
02:32All right, let's try it in PowerPoint. Is it going to be just as easy? Here we
02:35have got several slides, five slides in a presentation called PDFAlbum, and
02:39it's a pptx format. And when I go to File, and choose Save As, again from the
02:46Format dropdown, I can select PDF. I am going to choose the desktop. I am going
02:53to click Save and here we have got five slides, fairly graphical in nature. So
02:59it does take a little bit longer to convert this one to PDF. But in the end we
03:04will have three PDF documents sitting on our desktop.
03:07So all I am going to do is minimize each of these applications, to go to back
03:13to my desktop here. I am going to close up the Formatting Palette. There they
03:17are. There is my PDFDecember and I am going to double click it open it up in
03:22Preview here. You can see it's got the same layout, the same color schemes,
03:26fonts. It's really just a picture of my file that I had opened up in Word.
03:30So this is a Read Only version of the document. It's another secure way
03:35actually to share your files with others too. Even if they have Word, if you
03:38don't want them altering your documents, one option is to save to PDF like we
03:42just did. How about our spreadsheet? Double-click that. There you see we have
03:48got out data, we have got our graphics, our chart, everything just looks the
03:52same as it did in Microsoft Excel.
03:55Our PowerPoint presentation, look at that. We have got our four slides here.
03:59We can move from one to the next by clicking thumbnails. We can use our Previous
04:04and Next buttons to move through the various slides. Or in this case pages
04:09in a PDF. So don't worry about being compatible with others. If they don't have
04:14Microsoft Word, Excel or a PowerPoint, not even older versions, you can always
04:18save to your PDF right from the Save As dialog to save your files and share
04:23them with others.
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Using the Mail Merge Manager
00:00If you have ever used the Data Merge Manager in Word 2004 and you like it, well
00:05you are going to like this new updated and improved version of the Data Merge
00:08Manager. It's now called the Mail Merge Manager and that's what we are going to
00:11look at in this lesson. It makes a lot easier for you to create your form
00:15letters, your mailing labels, catalogs, even addressing envelopes is a lot
00:19easier than it used to be. So we are going to take a look at that now.
00:22Using a couple of different scenarios, you can see I have already got in Excel
00:26here a file opened called Addresses.csv. So if you are a premium subscriber and
00:30you have got the Exercise Files, you want to follow along open this one up and
00:34you can see it's just a list of names, addresses. I have got city, state and
00:38zip in here, not too many, just enough for us to work with to create some
00:42mailing labels. So I wanted you to see that, not that we need to have it open right now.
00:46We are going to flip over to Microsoft Word and all we need is a blank new
00:50document here. Don't worry about setting up labels or envelopes. When we go up
00:54to the tools menu, you will notice that Envelopes and Labels, even a Letter
00:59Wizard, there is access to the Address Book. It's all right here in this little
01:02section, but right at the top is our new Mail Merge Manager. So I am going to
01:06give that a click.
01:07This just steps you through creating mailing labels or envelops, whatever it is
01:11you need to address. Look at the top here for step 1, we have got Create New
01:15and this is where we select our document type. So that's why we start a blank
01:19new document in Word. We click this little dropdown and now we can decide are
01:22we creating a form letter where we are going to have some names and addresses
01:26at the top or at the bottom, are we creating a sheet of labels, are we
01:29addressing envelopes, or creating a catalog.
01:32So let's start with Labels here. As soon we click Labels, the Label Options
01:36dialog box opens up, you can choose the type of printer you are using, Laser
01:40and ink jet is selected by default here for me. Now you are going to choose
01:43your label, so look at your box of labels and match up the product number. I
01:47have got these ones here, 51, 62 you can see the height and width of the label
01:51over here, it's an address label, and the page size that's actually going
01:55through the printers are 8.5x11 and sheet of paper. So I am going to click OK.
02:00Right away in the background you can see I have got placeholders now for each
02:03of the records that I am going to be selecting in my next step. Step two is,
02:08select the recipients list, here is what you get to choose from a number of
02:11options clicking the Get List button, allows you to create new data sources, so
02:16you can start typing in your new names and addresses if you wanted to. You
02:19could open a data source, such as that csv file we are looking at, you can
02:23access your Office address book, even FileMaker Pro.
02:25So we are going to go to open a data source and as soon as we do that, all we
02:29have to do is browse to our Exercise Files and find that Addresses.csv file.
02:34Give it a click, we get a preview of some of the information in there and click
02:38Open. So now that they are selected, we move on to editing the Labels. Here is
02:42where we actually insert the fields that we want to appear on our label. Notice
02:46we've got a button here for inserting merge fields.
02:49I am going to click that. I would like to see the Firstname in there. I am
02:52going to leave a space, so I hit the Spacebar and then after that would come
02:56the lastname on the next line. So I am going to hit Return, it's where I want
03:00to see the address. Now some of the addresses may have two. So I am going to
03:05hit Return here to add the second line, like suites or apartment numbers and so
03:09on. I am going to hit Return now and I am going to click in here and add the
03:13city and the state. So I am going to put in a comma leave a space and then
03:19insert the State, leave a space and put in the Zip code right there next to
03:24that. There we go.
03:25Clicking OK now actually sets up all of those fields in our label, and you can
03:30see over here we have also got the option to insert placeholders using our
03:34Contacts tab here. Firstname, Lastname, Address. We have got them all here as well.
03:38We can also choose to Filter if we wanted to, so if we only wanted to create
03:42labels for maybe people in New York, or LA we could use some filtering options
03:47here. So with this expanded click the Options button and now look at all of the
03:51options you have here for filtering and even sorting records. So I am going to
03:55go to my Filter Options and I want to Filter on the State, Equal to, notice I
04:00have a lot of operators to choose from here, and I want to send it to everyone
04:06I know in New York, so NY and then I am going to click OK.
04:10Now if I go back to Options I can also go to sorting records if I want to sort
04:14by last name for example. If that's important to you, you can do it and then
04:18you also have second level and third level sorts available to you as well.
04:22If you don't care by it by sorting, you can clear using the Clear All button,
04:25and I am going to save mine by clicking OK. Now we can actually preview our
04:29results. Down here there is a little button to view the Merged Data. Then we
04:33can move through the various records using some of these navigation buttons
04:37here. So I am going to click View Merged Data and I am going to move this out
04:40of the way a little bit. So you can see there are actually two labels where
04:43people who live in New York and you can see their addresses, you can see their
04:47city, state and zip, all of those fields that we already selected.
04:51So when we are done and we are happy with what we have got, we just come down
04:54here and choose, method for completing for the merge. We can merge it right to
04:58the printer, we can merge it into a new document, like we see back here, or we
05:03can merge it right into an email message if we wanted to. So before I do that,
05:07I am just going to go back up here to my Filtering Options, because you can go
05:10back to any of these steps at any time. I am going to click on Options and I am
05:14going to clear all of my Filtering and I am going to click OK.
05:18Notice what happens right away. Now I have got six labels that are going to be
05:21created for me. So I am going to click on Merge to New Document. There is my
05:26new document in the background and now when I am ready I can send this to the
05:30printer, if I wanted to. So that's one method for using the Mail Merge. Another
05:34method is to use your Address Book. So I am just going to close this up and I
05:38am going to close this document without saving it, and typically you wouldn't
05:42save your merged results, you just do the merge again if you needed more
05:45labels. I am going to say, Don't Save. There is my original. I am going to
05:50close that as well.
05:53Let's go up to File and create a new blank document. We will go back to Tools
05:57now and we will go down to our Mail Merge Manager, and this time we are going
06:02to do a Create New, and then let's choose Envelopes. We've done Labels. You can
06:06see right now we are in the Envelope dialog box where we have got our Return
06:10address automatically. That's just taking records that have already been set up
06:14during the installation. So it's using my information here as to Return
06:17address, I don't have to have that show up. If I don't want I can omit it or I
06:21can just deselect Use my address. It's totally up to you.
06:25But down here is where we want to insert an address. So we can go get it right
06:29from the Office Address Book. So here we have got a list of our contacts. So I
06:35want to send it to this person. I see their information down below, I click
06:39Insert and it's going to create my label using this address this Return
06:44address, under Printing Options, use settings from the printer. If I wanted to,
06:49just click OK and off it goes.
06:51So here is my new envelope. I am going to move this out of the way, so you can
06:54see the results. Everything is placed correctly for me. So very easy. Now I
06:59just send this off to the printer and I have got my envelope.
07:01So Mail Merge Manager makes things a lot easier when it comes to merging data
07:06such as data in your Address Book or in an Excel file for example. You can even
07:11create it on the fly if, you want. Bottom line is Mail Merge Manager is going
07:15to save you a lot of time and a lot of effort.
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2. New in Word
Using the Publishing layout
00:00We are going to dedicate this entire next chapter to exploring the new features
00:04in Microsoft Word. If you want your documents to look as good as your ideas,
00:09there are some new features in Word to help you accomplish this. We will take a
00:12peek at the new Publication Templates in this chapter, explore Document
00:16Elements, Ligatures and in this particular lesson we are going to check out a
00:21brand new work environment that you are really going to like for creating those
00:24documents typically considered to be desktop publishing type documents.
00:28I am talking about the newsletters and brochures, menus, fliers and those types
00:32of documents that usually require you to layout parts to make up the whole
00:36document. Well, in this new work environment called Publishing Layout View, you
00:42get all the desktop publishing tools and designer templates you need in one
00:46place and this makes it fast and easy to create page layout documents that only
00:51look like you spent tons of time and effort to put together. While you can see
00:55I am in Microsoft Word here already with a new blank document on my screen.
01:00So if you want to follow along you can launch Microsoft Word or go up to the
01:04new button to create a new blank document and you will have what I have here on
01:08the screen. Now I want you to notice a few things before we switch over to that
01:13new work environment I was telling you about. First of all, down at the bottom
01:16of my screen it says I am in Print Layout View. That's the default view for a
01:21new blank document.
01:22Over here to the left, we have got out View buttons where we can switch to a
01:26Notebook Layout View, there is our current view Print Layout. Right here in the
01:31middle is our Publishing Layout View button and clicking this will switch us in
01:35our current document to that new view. So if you have already got contents like
01:39text or maybe graphics and so on, on your page switching to this view switches
01:45you to that new environment giving you all the tools you need for page layout.
01:50Now instead of clicking here, there are a couple of other ways to get to the
01:54new Publishing Layout View. First of all, you will notice that up here on my
01:59Elements Gallery I have got Document Elements, I have got Quick Tables, I have
02:04also got Charts, SmartArt graphics, WordArt those are the things that show off
02:08in this particular view. But let's see what happens when we switch to that
02:12other environment, the Publishing Layout View. Well we can do that by going up
02:17to File and Project Gallery, that's one way. When you select certain templates
02:22down the Category side over here. For example if I go under Marketing and
02:26select Newsletters.
02:27Anyone of these is going to pop me into that Publishing Layout View, because
02:32typically you would use that type of view to create a document such as a
02:36newsletter. So I can scroll down through the different newsletters, find one
02:40that I like, click on it and when I click Open look what happens. I get this
02:45brand new document. It actually looks like four pages long. Down at the bottom
02:49it says, I am on Page 1 of 4 and as I scroll down you can see there are
02:53multiple pages.
02:54But you can see it looks a little bit different, doesn't it? First of all we
02:57have zoomed out, so you can see the entire page. You want to get a feel for the
03:01layout of the page, not necessarily the details. We can zoom in. We have also
03:06got this background back here which is called our workspace and we can
03:09change that. Down at the bottom we have got Customize workspace so if we want
03:13to change it to something else like Leather for example, we can do that.
03:17It just gives us a different background to work on.
03:20Down below it says I am in Publishing Layout View, just confirms that. Look at
03:24my Elements Gallery up here. It's changed. Now instead of Document Elements, I
03:29have got Publication Templates here. And then I have got my Quick Tables. Then
03:33I have got Chart, SmartArt Graphics and WordArt on the right hand side. So if I
03:37wanted to change the layout I can quickly go to Publication Templates. There is
03:42Newsletters, Brochures, Fliers, Invitations, all of those things we saw on the
03:45Project Gallery. If I wanted to change it to something different, for example
03:49this one here, it's just an easy click.
03:53So I am still working on my same document. I just changed the layout. Now when
03:57you are in the Page Layout Type view or Publishing Layout that we are in, you
04:02are going to work with a lot of Text Boxes. Notice that this template contains
04:06Text Boxes and I can click on them here down the left hand side. There is
04:10another one here. Typically, you are going to work with Text Boxes where you
04:14are going to flow text from one box to another as opposed to typing over an
04:17entire page in our Print Layout View.
04:21Another thing that's going to happen that's a little bit different. On the
04:24rulers you can actually grab guides. Now if we want to create a brand new
04:29document, we can go to your New dropdown and select New Blank Publishing Layout
04:34Document. This creates a blank page now. So without the template we don't have
04:39all of those contents in placeholders. We would then create our own. We do have
04:44a series of tools showing up here on the toolbar. The other thing that changed
04:48is our toolbar is not the standard toolbar we are used to seeing. We have got
04:53some new buttons in here for inserting pages for example and New Masters,
04:57Duplicate Pages.
05:00We have got a Remove button and then we have got these tools here, like the
05:03selection tool. A couple of Text Box tools for inserting text into our document
05:08rather than just typing which we can do. We have got one big Text Box here, but
05:12we can insert little Text Boxes and flow text from one to the other, here is a
05:16Vertical Text Box. We can insert shapes right from here. If I click this,
05:20because there is a little arrow in the bottom right corner, you will see there
05:23are a number of shapes to choose from.
05:25I can use those as placeholders and type text inside them. I can draw lines. I
05:30have got the Line tools here. Look at them all. Some of them are arrows and
05:34curved. I have got the Hand tool for moving things around, and there is my Zoom
05:38tool. The Zoom Loupe tool allows me to zoom in the specific areas just clicking
05:42and dragging to make it easy for me to go to specific sections of my document.
05:47Also these buttons are a little bit different, because we will be linking Text
05:51Boxes together. They are faded out right now, because we don't have any text in
05:54here, but I can go from one Text Box to the next to the previous using these
05:58two buttons, Link to link Text Boxes, Break Links. Then I have got some buttons
06:03for arranging the objects on my page as well as grouping them or ungrouping
06:08them using this button.
06:10These buttons at the end show Navigation Gallery to appear on my Standard
06:15toolbar as well. On the rulers if I want to set up guidelines to help me line
06:21things up, I just come over to the ruler when I see the double arrow, I can
06:24click and drag and just move it to a specific location using the ruler up here
06:28at the top. If I want something exactly at the two-inch mark, I can release.
06:33Maybe bring another one in to the 4 inch mark and this will help me line things
06:38up for example, if I wanted to put text in columns, I could go and grab the
06:41Text Box now and just line it up with these guidelines, snap it in there and
06:46there is, for example, one column of text.
06:50If I want to go half way, you can see there are these guidelines that pop up
06:53automatically as well telling me when I am half way down. Then you can see now
06:58I am already inside there to start typing in any text I want to add and it
07:03stays within the Text Box giving it a column effect. So guideline is very handy
07:09when you are in the Publishing Layout View. You don't get those when you are in
07:12Print Layout View. Go up to your ruler and try to drag a guideline, you won't get any.
07:16All right, I am just going to close this without saving it. It's going to take
07:23me back to my template. When you are working with templates, it's important to
07:27know down at the bottom, you will see, a contents tab, All Contents and then
07:32you have also got Master Pages. So I am just going to collapse up my formatting
07:36palette, so you can see down below there is a tab titled Master Pages. Clicking
07:41this tab takes you to a Master Page and displays the Master Pages section over
07:46here in your formatting palette.
07:48Master Pages are where you can add things that will show up on every single
07:52page, i.e. unless you check this one off called Different First Page. Then you
07:57can have that cover page for example where every other page after your first
08:01page will look the same, but with this checked off, you can have two different
08:06masters. The First Page Master and then as you move down, you can see here is
08:10Master Section 1 and we do have something up here. We have got a Text Box, we
08:14have got a shape in there. This is like a header that will appear at the top of
08:17every single page. So here you see it at the top of the next page and so on.
08:23So it's really handy, so you don't have to repeat your work. For example, if
08:26you've had a company logo or maybe a copyright message at the bottom that will
08:31appear on every single page if you enter it here on the Master. To switch back
08:36to your document to view all contents you click the All Content tab and this
08:40takes us back to our page here. It's at Page 1. Notice at the top of Page 2,
08:44there is that header, so you have got that beige box with some text inside
08:49there. Same thing on the next page and as we scroll down we see it on every
08:53page after.
08:56So all of those things will help you when it comes to creating desktop
08:59publishing style documents like newsletters and brochures and menus and so on
09:04in many different ways. You can start from scratch using new blank publishing
09:10layout document, you could be in regular Print Layout View and switch over to
09:15Publishing Layout View or you can always use the Project Gallery. You will even
09:19remember that going to the Project Gallery and selecting from the different
09:22categories will automatically pop you into this brand new work environment,
09:26Publishing Layout View, when you select one of the documents that requires that
09:31type of view.
09:34So that covers the brand new work environment, Publishing Layout View. Keep that
09:38one in mind. In the next lesson we are going to look at some of the publication
09:41templates in detail to help you get started.
Collapse this transcript
Using Publication templates
00:00I think one of the best features of working in Publishing Layout View is the
00:04publication templates you have access to. There are a couple different ways to
00:08access these professionally designed publication templates that will help you
00:12create great looking newsletters, brochures, menus, posters, flyers, and all
00:17kinds of documents like that with a single click. The neat thing is you can go
00:21back afterwards and customize any template by using a theme. You can even use
00:25your own pictures, your own text obviously, to make the publication look
00:29exactly the way you want.
00:31So we are going to look at that in this lesson and there are a couple of things
00:33different ways to access the publication templates. One way is from your
00:39Publishing Layout View that we talked about in the previous lesson. Another
00:42option is to go through the Project Gallery. So you can see I have closed
00:45everything up here in Word. I've got one blank document. I am currently in
00:49Print Layout View. You can see down at the bottom.
00:52Let's start by creating a brand new document from our Project Gallery. So we
00:55will go up to File and click Project Gallery and down here in the Category
00:59section you are going to see a number of publication templates to choose from
01:04that will take you right into Publishing Layout View by default. For example,
01:08if I click on Brochures right here, you can see all the sample brochures I have
01:12to play with. Choosing anyone of these to create my new document will take me
01:17directly into Publishing Layout View.
01:19I am going to go down to Marketing. It looks like there is some subcategory,
01:23sure enough. When I click the triangle, I've got Catalogs and Menus, Proposals,
01:27Signs. Down here is Newsletters. I want you to keep a note of these headings.
01:32Newsletters, Menus, Catalogs and so on.
01:36Let's just browse through here, see what we've got. Lots of different newsletters to choose from. Down below we've got presentations
01:43for working with PowerPoint. Programs might be handy. You can see here, we can create picture programs or school
01:48programs, couple of templates to help us get started. We've got stationery, we've got resumes. Let's go up to the Menus under the
01:57Marketing section
01:58and we'll choose this Bistro Menu here and click Open.
02:02So right away, we see that we switched over to our Publishing Layout View for this brand new document and we've got
02:09filler text. So we've got headings. We've got to text down below. Looks like we've got prices down the right-hand side. All we have
02:16to do now is simply fill in the blanks. Huge head start. We don't have to lay out anything. Of course we can change the way this
02:23looks if we wanted to, but notice that as soon as we switch to Publishing Layout View, we've got though those publication
02:29templates available to us here from our Elements Gallery and clicking here,
02:32the reason I want you to remember some of those headings is there's Newsletters, there's Brochures, Flyers, Invitations.
02:39There's Programs. And as we click on these, you can see we're actually seeing the same samples that we saw as we move through
02:45the Project Gallery.
02:47Over here's Menus, and there's the one we chose, the Bistro Menu. As I hover over it, I get a little information here on the left-hand side.
02:55So I'm going to close that up.
02:58So we've got more room here. And then creating your publication using the template is just as easy as clicking and typing.
03:04So here where I've got my main heading. You can see I've got some Latin text in there, placeholders. As I click on it the
03:11Formatting Palette expands to give me all kinds of options over here. I'm just a type in 'lunch menu,'
03:18like so.
03:19We'll skip over this text down below, but it's the same idea. You click on it and then you type in a description. Let's go right
03:25to this next title here and I'll type right over that. I'm going to put in a dash, leave the space and I'm going to type in 'beverages'
03:35to leave a space and a dash.
03:37Go down to this next one. I'm going to type in sandwichs, spell it correctly, there we go. I should put in the dashes on either
03:46side
03:47just to keep it consistent.
03:49I'm going to come down to this third one here and type in burgers like so.
03:56Now in a couple of lessons we're good to talk a ligatures. So we see that we've put in dashes where there were
04:02fairly long lines in there on either side of these titles in the original template. We'll talk about what those are in a
04:09couple lessons when we discuss ligatures but for now this is fine. Now all we have to do is maybe just spice this up with a
04:15little bit of art. Let's go up to where we see our Formatting Palette and move over to the second button here in the
04:20second option is our Object Palette.
04:22And when we click on that we've actually got four choices across the to. By default, you're probably seeing Shapes and
04:28unless you used something else already. You'll see what you used last. Here's ClipArt. We've also got access to Symbols and our
04:35Photos. So I'm going to go over to ClipArt.
04:38And you see all images by default will be selected. Now, if you've used this already and you've selected a category, for
04:44example, click this and choose Food and Dining, that's what will show up the next time you access your Object Palette here
04:50looking at ClipArt.
04:51So for beverages, we've got a few options here. Probably don't want the martini in there for the lunch menu in our bistro.
04:58Maybe a glass of wine though. So I'm going to click and drag it over and when I release it's not going to be perfect, but I can click on it once,
05:05size it down using the sizing handles til I get it to a size that suits this particular menu. We'll put it right in
05:13there, click off of it to see the end result. Beautiful.
05:16How about sandwiches? Well, we've got one here.
05:18Drag that over to this side. Again one click.
05:22We'll size it down,
05:24position it where it should go, like so. And burgers. Look at that. We've got a burger here as well. I'm going to move that to the left side of
05:31the title. I'm going to have to size that down as well with one click.
05:36And drag it down to a good size.
05:39Automatically text is wrapping around my actual objects here, but I'm going to size them down so I don't have to worry about that
05:46right now.
05:47So there you can see a huge head start. I've got my menu almost done. All I have to do now is go in and add in some
05:54descriptions and the menu items. Each of these is a separate box, and we've got prices down the right. Just click in there,
06:00type in the price and I've got my menu. My own information will appear down at the bottom. So using a template is
06:06really cool. I'm going to close up my Object Palette here
06:10and it takes me back to my documents. And if I wanted to now I could make some adjustments to this, changing the background
06:17if I wanted to. Lots of options, but the template is what helped me get that huge head start, saving me a lot of time and
06:24a lot of effort. In the next lesson we'll look at working with document elements, another timesaver built into Word 2008.
Collapse this transcript
Using Document Elements
00:00Well, if you have been following along in the last couple of lessons, you know
00:03about all about our new Publishing Layout View in Microsoft Word 2008 and how
00:08that gives you easy access to a series of publication templates right from up
00:12here in the Elements Gallery.
00:14We are going to switch gears in the lesson. We are going to move to our Print
00:17Layout View, a more common view, what people are used to working in when using
00:21Microsoft Word. You will notice that publication templates are no longer
00:25available from the Elements Gallery when we switch to that view. Instead, you
00:29are going to have access to something we are going to talk about in this
00:31lesson, Document Elements.
00:34You will use Documents Elements to help automate some of those common but time
00:37consuming tasks, like creating a Table of Contents, for example. So right from
00:41the Elements Gallery we will have access to professionally designed components
00:45like Cover Pages, that Table of Contents, Headers, Footers, Bibliography, you
00:49name it and it's going to be there.
00:51Let's switch to that view by opening up an existing document that's already
00:56been created for you. If you are a premium subscriber, follow me up to File and
01:00then Open and right from the Exercise Files you will find Alice.docx. It's a
01:07brand new Microsoft Word 2008 document. So I will click Open and you will, it's
01:12actually the first of the few chapters in Alice's Adventures in Wonderland.
01:15Plain text, and as we move through the page you can see down at the bottom on
01:20our Status bar we are in, Print Layout View. The second last button, hover over
01:25where your button is selected representing Print Layout View and if we look at
01:28our Elements Gallery, Publication Templates is gone, but we have Document Elements.
01:34So let's give that a click, this expands our Document Elements to show us we
01:38have Cover Pages, quite a few to choose from. We have got Headers and Footers.
01:44Choosing Header or Footer allows us to choose whether or not headers and
01:47footers will appear on all the pages or odd and even pages only. We can have
01:52two different headers and two different footers.
01:54We can also insert Bibliographies. And as we click on these, we see samples to
01:59choose from different formatting. So we will start with Cover Pages. Now Cover
02:04Pages typically are the first page in your document. That means this current
02:08first page will become page two, and I am thinking probably our Cover Page
02:12should have this title on it. It doesn't need to appear here on this page.
02:16So I am going to highlight it. I am going to click and drag over it, right to
02:19the d and I am going to cut this. I can go up to Edit menu and choose Cut from
02:23there. Command+X will also remove it. I could go to the selected text with my
02:29mouse, right-click or Command-click with a single button mouse and choose Cut
02:33from there. However you like to do it, choose Cut and that will put it in the
02:37clipboard temporarily till we are ready to paste it. Where are we going to
02:40paste it? On our cover page.
02:42So here you can see, we have got some simple cover pages, some graphical ones
02:46as well, some colorful ones. If I move my Formatting Palette out of the way,
02:50you can see there is actually another section full of these. Let's find one
02:54that suits our needs. I like this one here, Cover Page number seven. So I am
02:58going to click on that.
02:59So right away, I've got a brand new Page one, my cover page. You will notice
03:04Chapter 1 now appears on page two. So I am going to scroll back up here. I have
03:09got some placeholders for a title, a subtitle, a graphical element and even it
03:14has my name down here. I am not the author of this, so I am going to be
03:17changing that for sure.
03:18But let's start with the document title. I am going to double-click on the
03:22Document Title. It highlights the placeholder text. So I can replace it with
03:26what I cut a moment ago.
03:28So we can paste that here using a couple of different methods. We could
03:32right-click or a Command-click, your choice. You will see that Paste and Paste
03:36Special appear there or if you go up to the Edit menu, you can do it from there
03:40as well. I don't want to just paste, because I won't have full control over the
03:45formatting. The formatting on my previous page one is different from my new
03:49cover page. So by going to Paste Special you have some more options.
03:53You can choose HTML format, which is highlighted by default. It could be a Word
03:57Document Object if you wanted it to be treated that way. It could be formatted
04:02text with the formatting we had on our previous page one, will be
04:05carried over to our cover page. That's not what I want. Unformatted text is
04:10really what I do want. In this case it will be stripped off of all formatting
04:13and we will take on the formatting of my new cover page.
04:16So I am going to click OK. That inserts it right there and you can see it
04:20doesn't quite fit. There is too much in the title and the font is too big. So I
04:24am going to change the font size. I am going to click and drag over the text I
04:27can see in this Text Box. And I am going to move it down to -- well let's try
04:3324. You can see that does work. We can now see the entire title on one line.
04:39Now if you want it on two lines, you could change the size of your Text Box,
04:42just by dragging the handle, but I like it all on one line. And I clicked off
04:46to the right hand side here to see the finished product. Subtitle, I don't
04:50need. If there is an element, you don't need. No problem, just click on it.
04:53It's selected. Hit Delete on the keyboard and it's gone, just like that.
04:57How about our graphic? Well, let's change it to something more appropriate. I
05:00am going to click on the flower and you will notice my formatting palette is
05:04changing all the time. It's context sensitive. When I am on text, like my name
05:08down at the bottom, you can see I have got some Text Box options, Colors and
05:12Weights and so on for working with text.
05:14When I click on my flower, I am in the picture section by default. I do want to
05:19replace this with my own graphics. So I am going to click on Replace. That
05:23means my graphic is going to come in and it's going to fit that placeholder
05:27nicely. From the Exercise Files, if you've got them, you can choose alice.png.
05:32We could TIFF, JPEGs, GIFs, you name it, but this one happens to be a PNG file.
05:37I am going to click Insert. Inserts it right where the flower was. Perfect.
05:42Down below where I see my name, if I wanted to change that, I could obviously
05:46triple click to highlight every here or just click and drag. Type in Lewis
05:50Carroll or if I don't want anything down there, we already know we can click
05:54once, hit Delete to remove an element. So there is our cover page.
06:01Scrolling down to page two now where we see Chapter 1. If we are going to
06:06create a Table of Contents, all we have do is go through our document selecting
06:10text that needs to appear in the Table of Contents, for example Chapter 1. Now
06:14I am going to highlight Chapter 1 with it selected. Notice I have got my styles
06:20options opened up here. I am going to choose Heading 2.
06:22I like that formatting and because it's selected as a heading, it's now marked
06:29with some codes that we can't see on the page, but can be used in the Table of
06:34Contents. I have already gone through the document and selected Chapter 2 and 3
06:38as Heading 2.
06:40When I go up to the Table of Contents you can see some of the formatting
06:43involves headings. This is the formatting options I have to choose from when
06:47using heading styles, but I can do manual formatting as well. So here I just
06:53select the formatting I want and then choose the options I like from here. But
06:57by using Headings, it really simplifies things. Heading Styles, I will just
07:01choose one I like, dot leaders, I kind of like. I like the boldness here and
07:05the font that's being used.
07:06So I am going to select this first one. As soon as I do you can see what
07:10happens it gets inserted right where my cursor was. So luckily we have
07:14Command+Z, which is our undo. We can hit the Undo button up here as well. We
07:20just need to click where the Table of Contents belongs. Then select it from our
07:24Elements Gallery. That looks better.
07:27In fact, it should probably be on its page. So if we click down here next to
07:31Chapter, this would be a good place to insert a page break. So we will go up to
07:35the Insert menu down to Break and select Page Break. That moves Chapter 1 down
07:40to its own page. So the Table of Contents is now on it's own page.
07:44Notice that Chapter 1, 2, and 3 which were marked as headings are in there and
07:48the page numbers are automatically recognized over here on the right hand side.
07:53As we add text and move things around, the page numbers may change, well they
07:57will change automatically in our Table of Contents. So very simplified, made
08:02easy for us. Excellent.
08:04So you can also use Headers and Footers. Header is text or object that need to
08:10appear at the top of every page. Footers at the bottom of every page.
08:14Bibliographies typically go at the end of your document. Let's just try one
08:18more. We will work with a footer. Now when we click Footer, we can choose
08:21whether or not our footers are going to appear on every page or we can do once
08:26for odd or even pages.
08:28So if we want to have a different footer on the odd pages from the one on the
08:31even pages, we can select one of these and create our footer and then go to the
08:35other and create that footer, but let's simplify it. We will leave it at All
08:39Pages. We will go down to the bottom of our first page. Notice my mouse pointer
08:43right now. Because there is a graphic, it's a four-pointed arrow. When I move
08:46underneath that though it changes.
08:49That's my footer area. So I can double- click to get in there and I just missed
08:53it, got the objects. I am going to try it a little bit lower, down here, still
08:58getting it. Let's go to our second page. Here we have got lots of room.
09:03Double-click down there. Notice that now we are inside the footer and we have
09:06got a Close option here. We have also got Header and Footer options over here.
09:11So if we want to put in page numbers for example and I am going to do that here
09:16actually. I am going to put in, right aligned, here we go. The word Page, I am
09:23going to type Page, leave a space. Notice that X of Y shows up. That's one of
09:27the options, but I can just insert the number, page number. Automatically a 2
09:32shows up here, and if I wanted to I have other options here for the number of
09:36pages. So I might just do that. I am going to leave a space of and then put in
09:40the Page 2 of 12 in this case. Perfect.
09:45I am going to double-click above my footer here to get back inside my document,
09:49and as I scroll down through the pages, there is page 2, there is page 3 of 12,
09:53there is page 4 of 12. It's the same on every single page, because I have got
09:58all pages selected here. So if you wanted to say page 4 of 12 on the even pages
10:04to appear on the left and odd ones on the right, you could do separate ones for
10:08odd or even pages. Just like that.
10:10When you are done with your Document Elements, you just close them up like so
10:14and you have now got an updated document, you are able to do some really cool
10:18things. They are typically time consuming tasks and a little bit complex on
10:22occasion, but really it only took us a few clicks to get exactly what we needed
10:27using Document Elements in Word 2008.
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Using Ligatures
00:00In this lesson we are going to talk about something that you as a Mac user may
00:03already be familiar with in other text applications, but you have never seen it
00:08here in Word 2008. I am talking about Ligatures.
00:11Now ligatures are really just font characters that are made up of two or more
00:15separate characters to improve text style and the readability of your document.
00:20Now in Word 2008, you have to be using certain fonts to be able to use
00:25ligatures and you need to be in the Publishing Layout View as well.
00:30So keep in mind that if you are using Mac OS X Tiger 10.4 or higher then you
00:36will have access to ligatures in Apple Advanced Typography fonts. Now if you
00:41have got Leopard, you are going to have access to ligatures in both those Apple
00:44Advanced Typography fonts as well as OpenType fonts.
00:47We are going to open up a brand new document here. So let's go up to File and
00:52choose New Blank Document. We are going to switch to our Publishing Layout
00:56View. So down we go to the View buttons. The middle one is your Publishing
00:59Layout View. I am just going to zoom in using my Zoom Loupe tool here. I am
01:04going to give that a click and I am just going to click and drag. So it's going
01:06to be very easy to see what I type in here.
01:09Back I go to my Selection tool and I am going to click down here. There is a
01:13text box waiting for me. In here I am going to type in some characters, but I
01:18am going to first make sure I have got the right font selected and I am going
01:21to turn the ligatures on in this document. So you will notice over here in the
01:25Font section, because we are in Publishing Layout View, we have this check box
01:30down here Ligatures In Document. So clicking this turns on that ability.
01:35Now I am going to choose a font that I know has ligatures. It's one of those
01:38Apple fonts. So up here under Font Name, I am going to click the dropdown. And
01:43I am going go down to this one here, Apple Chancery. We give that a click and
01:48watch what happens when I type in the word The. So, T, h, e. Now I don't know
01:55if you can see it, but the T and the H just became one character. If I turn off
01:59Ligatures, look what happens.
02:01The T and the H are now separated. So you can see that they are actually
02:06separate characters, turn this back on. The T and the H become one again. I am
02:10going to leave a space. I am going to type in '...' and as soon as I hit the
02:15third dot, you can see what happens. It's turned into one character now. I can
02:19click on either side, but I can't click in between the dots. It's a single
02:23character. That's also a ligature.
02:25I am also seeing this underlining here because as I hover over that, there is
02:28an AutoCorrect feature that's turned on and if I click the dropdown arrow I can
02:33change it back to three dots, if that's what I really wanted. Stop
02:36Automatically Correcting three dots and turning it into the ellipsis character,
02:40but because I have got Ligatures turned on, that makes sense. I do want that
02:44particular one turned on.
02:45So when I go down to my Font Names over here, keep in mind anything that starts
02:51with Apple is going to have, like Apple Casual for example, will have the
02:55ability to use those ligatures as well. So if I hit Return here and type in the
03:01word The. It doesn't apply there, but how about the three dots? Sure enough,
03:06that became an ellipsis character.
03:10So it's as simple as clicking a check box to turn ligatures on or off in your
03:15document. Keep in mind that you have to be in the Publishing Layout View to see
03:19this check box and you have to be using the right font. So check out your
03:22operating system and check out the font that you are using in your document
03:26before deciding whether or not ligatures are important to you.
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3. New in PowerPoint
Choosing slide themes
00:00All right, in this chapter, we're going to shift our focus over to Microsoft
00:03PowerPoint. There is a bunch of new features in this application we need to
00:06discuss, starting with Slide Themes. Then we'll move into Custom Layouts. We'll
00:11look at how you can send your slideshow to iPhoto. We'll present with a remote
00:16control and we'll look at using dynamic guides in this chapter. In this lesson
00:21specifically, we're going to discuss Slide Themes.
00:24Now a slide theme is really just a coordinated set of fonts and colors and
00:28visual effects that give your presentation a unified design. So you want your
00:33slide presentations to be consistent, you don't want to distract from the
00:37message, but at the same time you want to add visual interest. So by using the
00:41right color combinations or right fonts, right special effects, you've got them
00:45all together in a theme saving you all the work and you can see I've already
00:49got a presentation open up here that uses a theme.
00:52If you're a premium subscriber and you want to follow along, you can open up
00:55this one called Jellybricks.pptx right from your Exercise Files and you'll see
01:00that we've actually got four slides in this presentation. As we move through
01:04the slides, there are some special effects, and you can see there are certain
01:07fonts that are being used, certain color combination throughout the slide
01:11presentation. So it's fun to look at, but at the same time it's not overly
01:15distracting.
01:17Now, to change themes is really quite simple. We've got from our Elements
01:21Gallery a Slide Themes tab right here at the start. Clicking this expands that
01:26area and you can see we've got Built- In Themes, and that's what we're looking
01:30at right now. We've got themes that are being used in the presentation. So if
01:34you're using one theme, you'll see it here. If you've got multiple themes being
01:37used in a presentation, you'll see them all listed here so you can switch back
01:41and forth.
01:42Custom Themes is where you can go to actually borrow a theme or even create
01:47your own theme. You can do that too. To see all the themes together, click All
01:52Themes and you can see we can actually move through nine sections of themes to
01:57choose from here.
01:59So it's as simple as choosing a theme that you like and it will be applied to
02:03your presentation. So for example, if I go over to this theme here, it looks
02:08like it could be used in a musical setting and give it a click, you can see
02:13what happens. All of a sudden I've got different colors being used, probably
02:17different fonts.
02:18Notice as I move through that some of the photos in my presentation have been
02:22adjusted, they don't line up perfectly. So not only are you changing color
02:26schemes and fonts, but the layout of your slides is being changed as well. If I
02:31go up to Undo, I'll switch back to my original theme and you can see that I've
02:35got a different set of colors here and as I move through the various slides
02:39that the photos and the text, all fit nicely.
02:42So you have to be careful when changing themes, but we'll explore a couple of
02:46different themes here as well. Let's go to this one here. As you hover over
02:50them, you see the name up here, just above your Browse button. This one is
02:53called Breeze. If I click on that you can see again my photo is being adjusted,
02:58it's being enlarged. That works out okay there. That's not bad either. I've got
03:03some adjusting to do down here.
03:04Now adjusting is not that bigger deal. You can readjust your photos and so on
03:08so that the images fit inside. You can, for example, if I go over here and move
03:13this actual photo over with four- sided arrow where it belongs and this is
03:18actually just WordArt that I can move like any other object onto the right.
03:23So simple adjustments might need to be made. You might have to resize some
03:26things to make them fit nicely on your presentation. But the majority of the
03:32work, the majority of the effort and the time you're going to spend designing
03:35your slide presentations is done very quickly and easily, thanks to Slide Themes.
03:41Now, I want you to notice that you can actually go in here and make changes to
03:44things like the slide colors being used in the theme. Over here on the
03:48right-hand side we've got our Formatting Palette and Document Theme is a
03:51section. So you can see colors are being used here. If you want to change the
03:54color scheme, you can do that. Everything else about the theme will stay the
03:58same, but when you come down to a different color scheme and select it, you can
04:02see new colors are being used throughout this presentation.
04:05So once you've started making changes to colors and even the fonts that are
04:11being used, if you wanted to do that, you'll see different fonts now showing up
04:16in the title areas and so on. Then you might want to save those changes as your
04:21own theme. So clicking the Save Theme button allows you to save your theme to
04:25the My Themes section. We've talked about this briefly in a previous lesson.
04:30All you have to do is give it a name, look at the name here, Jellybricks, it's
04:33already showing up there because that's the name of my presentation. If I want
04:36to keep that, no problem, the extension is THMX on the end. When I click Save,
04:41I've now saved that theme.
04:43So if I switch back to a different theme and look at the different colors and
04:47so on that are being used here under All Themes, if I go back to the Built-In
04:51Themes here and select something different and choose this one here. Now I want
04:56to change back to my custom theme.
04:58If I go up to the Custom Themes option, you can see I've got them here. Here's
05:01one called Jellybricks. I can also browse to it using my Browse button, going
05:05to My Themes. You can see I've got two in here actually that are custom. I've
05:10got Newsletters and I've Jellybricks right there. Clicking Apply will apply to
05:14my presentation, simple as that.
05:17So themes, you've got lots to choose from to give you a good head start. Then
05:21if you want to make some adjustments, such as the colors being used in the
05:24scheme and the fonts, you can always save that theme. You can browse to it right
05:28from here or use the Browse button here in our Elements Gallery where you've
05:32got quick and easy access to all kinds of Built-In Themes.
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Creating custom layouts
00:00In this lesson, we are going to talk about slide layouts. You have got a number
00:03of slide layouts to choose from when you are creating slides in a presentation.
00:07But if you are looking for a specific layout that doesn't exist, you can
00:12create your own custom layouts now in PowerPoint 2008. That's what we are going
00:17to do right now.
00:18You will use a custom layout to make text and any other objects that appear on
00:22your slide go precisely where you want them to be on your slides. For each
00:26layout that you create you can specify for example, the number, the size and
00:30the location of placeholders, background properties, graphic images, charts and
00:34diagrams and so on.
00:35Now, your custom layouts are going to appear on the Slide Layout tab in the
00:40Elements Gallery, right next to your standard PowerPoint layouts when you are
00:43done and that's what we are going to do right now. I have still got my
00:46Jellybricks presentation open. I have done a little bit of editing, changed the
00:50cropping on this image, so we can see all of the band members and I have
00:54renamed it Jellybricks2.
00:56So if you are a premium subscriber and you want to follow along, open up
00:58Jellybricks2 from the Exercise Files and we are going to create a brand new
01:03slide layout. If we click the Slide Layouts tab here in our Elements Gallery,
01:07we see all of the slide layouts that we have to choose from here.
01:10So if we are looking for a specific layout that just doesn't exist, we can
01:14create our own and that's what we are going to do. First thing you need to do
01:18though is change your view from normal, which is checked off here, to the
01:22Master, Slide Master view. So down to Master, over to Slide Master, give that a
01:27click and that changes your view. So you are actually editing the masters or
01:31the slide layouts individually for this presentation.
01:35So if I come down to this first layout, notice that I have at the top the
01:38actual Master selected. If I come down to the Title slide layout right here,
01:43here is where the title goes and the subtitle. Notice, there is the footer down
01:47here. A group of buttons has appeared as well. We have got a new toolbar
01:51showing up when we go into this Master View.
01:54Up here we have got a button to close the master when we are done, but then
01:57here we have the opportunity to insert new masters or if we want just new
02:02layout. So new slide layouts and then we have got some buttons for content.
02:06Some of it's preset for us like Titles and Vertical Titles and Footers and then
02:10we have got a bunch of placeholders that we can insert into our new layout as
02:14well. So we will get to those in a minute.
02:17Right now though, you need to make sure that you click on any one of these
02:19layouts to add a brand new layout. So I am just going to click on the first
02:23one, so it's easy to find after. This is my title slide. I am going to go up to
02:27the Insert menu. You will notice New Layout is there. That's the equivalent of
02:31clicking this button right here on our toolbar.
02:34So when I click New Layout, I get a new custom layout. Notice as I hover over
02:39the first one here, that's my title slide. As I move down to the next one, it
02:43says, custom layout. So I can rename that one. So I am done something that
02:47makes a little more sense. So it's easy to find in the list of slide layouts
02:51when I need it.
02:53Right up here, you can see I have got a title showing up. I have got a footer
02:56down at the bottom. Notice these two buttons here are depressed by default. If
03:01I don't want a title at the top, I can turn it off. Same thing for the footer,
03:05clicking this button it disappears. It is a toggle button, so I can turn that
03:09back on. I do want the footer and if I wanted vertical titles perhaps, I could
03:13change it to a vertical title, but I don't like that. I am going to go back to
03:17the horizontal one across the top. Okay, perfect.
03:20Now, I have got this empty space down below where I can start adding content.
03:24So I can put in Content or a Vertical Content and that gives me the option to
03:28choose, is it going to be a chart, is it going to be SmartArt graphics,
03:32ClipArt, media or I can be specific and choose from them individually over here
03:37on the right-hand side of the toolbar.
03:38We can also insert text, vertical text as well. There is tables, charts, there
03:43is my SmartArt Graphics, ClipArt, pictures and media like videos and sound. So
03:48I am going to go to vertical text. That's the first thing I want. As soon as I
03:53click on it, my Mouse Pointer turns into this crosshair. Now, all I have to do
03:56is click and drag the area where I want this to go.
03:59So I am going to click and drag down the left-hand side here. When I get the
04:03rectangle size exactly the way I want, I will release. Now, I have got a spot
04:07here for text. Now, it's kind of going the wrong direction, but that's okay.
04:11I can rotate that. This very top handle, this green handle at the top, when I
04:16hover over, it turns my mouse pointer into this circular arrow, meaning I can
04:20rotate this just by clicking and dragging it and dragging it around in
04:24180-degree circle and release. That's the way I want my text to go, perfect.
04:30Now, I have got an area here where I can put in my chart. So I am going to go
04:34up here to the Chart button. Give that a click and now I am going to click and
04:38drag across and down, and you can see there is these dynamic guides that show
04:44up. As I go down towards the bottom, they show up horizontally telling me that I
04:48am lined up at the bottom and with the middle of my text box.
04:52So when I get that showing up, that's a perfect spot to let go and when I
04:56release, I have got a spot for my chart. So on this particular slide layout,
05:00I will always have room for a title, any text I want down the left, an area for
05:06just the chart. It can be anything else unless I just have to change that
05:09manually on the slide, but it's set up for chart to go in there and at the
05:14bottom I have got my footer data as well, perfect.
05:17All I need to do now is rename this. I can do that from the Edit menu. When I
05:21go up to Edit, you will notice that here is where I can go to duplicate an
05:25existing layout. So if I got a layout, that's close to what I want, I can
05:28duplicate it and make changes to it. It's another way to create a custom layout.
05:33I can delete a layout if I find I am not using it, and I can also rename my
05:38layout and that's what I am going to do right now. It's called Custom Layout by
05:41default, and I am going to highlight that by clicking and dragging over it. I
05:45am going to type in my own, Financial Data. So I am going to use this slide for
05:51my financial data.
05:52When I click the Rename button, notice as I hover over it over here in the
05:55Navigation Pane it's called Financial Data right below my title slide. So
06:00remember that location. We are going to close our Master right now. Takes us
06:04back to our presentation. Let's go down to the last slide and we will add a new
06:08slide. I am going to click the New Slide button, and I am going to change this
06:12layout by selecting it on the list.
06:14Now remember, it's the second one over. We have got our title slide. As I move
06:17to the second one, notice the name up here is Financial Data. So I am going to
06:22click on that which changes it. It's applied to the existing slide, it doesn't
06:26insert a new slide, and now I have got an area for my title.
06:30So I am going to type in Financials - Q4. Over here, I have got an area for
06:38text. I can click in there, type in Jellybricks 2007. It's vertical text and
06:46over here, I have got an area for a bulleted list if I wanted to, I can click
06:50right on the chart to insert a chart. And as soon as I do that, you can see I
06:54have got all the different charts to choose from here.
06:56I am going to go to Column and I am going to select this 3D one, and that's
07:00what's going to up here, of course, I'm going to be brought over to Excel.
07:04In Excel is where I am going to edit my data. You can see I have got some
07:08existing data in there. Now, for the sake of time, I am just going to leave the
07:11sample data in here and I am going to close up Excel by going to Excel and Quit
07:15Excel and I am going to see that actual data appear here in my slide.
07:20I will deselect by clicking off of it, and you can see the beauty of a custom
07:24slide. Now, because I am using a custom layout that I have created, I can't go
07:29in there and delete the layout. I have got a slide that's using that layout.
07:33So for example, if I go up to View, come down to Master and Slide Master, and I
07:38click on my Financial Data layout right here and I go up to Edit menu,
07:43remember that Delete Layout was selectable before, but it's not now because I am
07:48actually using this layout in my presentation.
07:51So if I close the Master and return to the slide presentation and delete this slide...
07:57Now, I am just going to right-click or Command-click with a single
08:00button mouse and I am going to choose to remove the slide by clicking Delete Slide.
08:04It's gone.
08:06Now, if I go up to View, switch over to my Master, go to Slide Master, click on
08:13the second one that I created, the Financial Data, there it is. If I go up to
08:17Edit, now I will be able to delete this layout if I find it's a layout that I
08:21am just not using. So choosing Delete Layout removes it from the list in this
08:25particular master. I will close the master to return to my presentation and
08:30that's how you create custom layouts.
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Sending slideshows to iPhoto
00:00In this lesson, we are going to talk about a great new feature that I really
00:03like and that's the ability to send your slide shows directly to iPhoto. So if
00:08you wanted to share a presentation for example with someone who doesn't have
00:11PowerPoint, this is a great option or if you are on the go like me and you
00:15want to have access to your presentations without logging the laptop around,
00:19you can send the presentation to iPhoto and then once the presentation is in
00:22iPhoto, you can sync the slides with a video iPod.
00:26PowerPoint is going to create a picture for each one of the slides in your
00:29presentation and then those pictures will be saved in a brand new album in your
00:34iPhoto library. It's very easy to do and that's what we are going to do right
00:37now. You can see I am still working with my Jellybricks presentation from the
00:40previous lessons.
00:42If you want to follow along and you got the Exercise Files, open up
00:45Jellybricks3.pptx to have exactly what I have and you can see we have got four
00:50slides in this presentation. They will become four pictures in our brand new
00:54album in our iPhoto Library when we are done.
00:57All we do is go up to File and down to Send To, and there it is the third
01:02option, iPhoto. Now, as soon as we click iPhoto, we get some options here.
01:06First of all, we can name our brand new album. By default, it's going to be the
01:10same name as your presentation. In this case, Jellybricks3.pptx, but I am going
01:15to change that. We don't need the extension or the 3. I am just going to call
01:19it Jellybricks Presentation.
01:23Now, I can choose the format for the actual slides. Are they going to become
01:27JPEGs or PNG files? That's totally up to you. I am going to leave JPEG the
01:31default setting and the next thing I can do is decide whether or not everyone
01:35of the slides in my presentation is going to go into iPhoto or just selected ones.
01:40Now, before going up to the File menu and choosing Send to iPhoto, I would have
01:45had to select various slides to be able to choose Selected. Right now, if I
01:50choose Selected, well, there is only one slide here, the first slide that's
01:53selected. But you would want to go in there and select multiple slides if you
01:57wanted to and then choose this radio button before clicking Send to iPhoto.
02:01I am going to leave it at All. All of my slides will go into iPhoto. There is
02:04only four of them and I will click Send to iPhoto. Now, as soon as I do this,
02:09some things start happening. First of all, iPhoto opens up. Then each of the
02:12slides is converted to a picture.
02:14Then there is a brand new album created called Jellybricks Presentation and
02:18there is my four pictures. Each one of them a separate picture created from the
02:23slides in my presentation and because I am in iPhoto now, I am going to move
02:27this window up, I have got all these options down at the bottom for editing,
02:31rotating, hiding, flagging these pictures, just like any other picture in my
02:35library. I can create books and calendars and cards out of these slides, which
02:40are now pictures.
02:41Look at this. I have got the Web Gallery. I can email these, print them, even
02:44order prints if I wanted to. All of the options I have in iPhoto available to
02:49me here. I can even zoom-in to make those a little bit bigger, so I can get a
02:54better look at them. Since there is only four of them, there we go. And if I
02:57wanted to share this with someone who doesn't have presentation package like
03:00PowerPoint, I would click on Email and using my default email application send
03:05all of these photos off to that person, and they have my presentation, even
03:08though they don't have PowerPoint.
03:10I am going to close up iPhoto. It returns me back to PowerPoint and that's how
03:15easy it is to send your slide shows to iPhoto.
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Using Dynamic Guides
00:00If you are already familiar with some of the iWork applications like Keynote,
00:04for example, or even Pages, this next feature won't be new to you at all, but
00:08it's definitely new to PowerPoint and the Office Suite 2008. What you are going
00:12to see here are Dynamic Guides appearing to help you line up objects as you
00:17create them or move them around on your slides here in PowerPoint.
00:21So Dynamic Guide is used to help you align, or even resize objects relative to
00:27each other, but also relative to the center of a slide. I've already got a
00:31presentation open here called Guides. pptx. This is what we are going to use. If
00:36you are a premium subscriber and you o want to follow along, open this up from
00:39your Exercise Files, we've got two slides in this presentation: one blank one r
00:43and the second one already has some objects on it, we'll play around with that
00:47in a second.
00:47Right now, we will go to the blank O slide; slide number one and we'll see how
00:51the Guides can help us to draw p something from scratch. We are going to go up to
00:55our Shapes drop-down, let's go down tot Rectangles and we'll just select the
00:59Regular Rectangle, turns our mouse pointer into a cross here.
01:03`Now all we have to do is click-and-drag +, I am going to hold down my Shift key,
01:06I am going to start in the top left F9quadrant of my slide. I am going to hold
01:10down Shift, so I get a perfect square as I click-and-drag to the right and down
01:15and you can see it's going be a perfect square. What's going to happen though,
01:18is these guides will appear, you can see there is one going across my slide in
01:22the middle, that is the center of my slide and as I go pass that it disappears
01:28and now I am seeing the vertical one.
01:30So I've got a slide now that's on the left-hand side of my slide; just touching
01:34the center and as I go passed it, eventually I may see those guides appear
01:40again as my object is centered on that guide. In this case, my object is
01:45centered vertically. You can see the guide appears right down the middle. So I
01:48am going to release. That draws my perfect square, I am going to change the
01:52color on the inside here by going to the Fill drop-down in my Formatting
01:56palette, and I am going to choose white, so it's easier for you to see the guides.
01:59Alright, now I am going to move this up and you can see as soon as I move it up
02:03slightly, I've now got guides going up and down, and left and right, indicating
02:08that this is the center of my slide. So I am going to move it up a little bit
02:13further until I see that centering; there it is. I've got them both going now
02:16all the way through the object, indicating that this object is perfectly
02:20centered on my slide.
02:23So if I want to size this down, I can go to one of the handles on the sides or
02:27the corners, and as I click-and-drag, I am going to be changing the shape, if I
02:31don't hold down my Shift key. So I am going hold down Shift as I
02:34click-and-drag, and you can see it's going to keep it a perfect square and as I
02:40move away from those guides, they disappear, so with a smaller object, now to
02:43move it I want to see those guides reappear, and as soon as I get to the
02:48center, I am going to see the vertical one.
02:50Notice that, because I am moving it, I am getting guides in relation to where
02:55the object was. So if I move it there for example, it's lined up perfectly with
03:00that top right quadrant of where it used to be. I move it totally out of the
03:04way here and now back into the center, I am going to see guides appear, there
03:08is the center, vertically and there is the center of where it used to be.
03:12So you can see how the guides are going to help you line things up as
03:16you create them. I am just going to delete that and move on to slide number 2,
03:20where we've got objects already created.
03:23Now, if you want to get some help aligning up objects with one another, this is
03:26very handy as well. The Dynamic Guides are turned on by default. If you go up
03:31to your View menu and come down to Guides, you'll see that Dynamic Guides does
03:36have a checkmark next to it. There are also Static Guides that can be turned on
03:40and off, and more importantly down below, you can Snap to a Grid or Snap to
03:45Shape. That includes your guides.
03:46You'll notice that when you are moving things and you hit a Guide, it kind of
03:49snaps into position and holds it there, just for a split second to help you
03:52align things up perfectly,
03:54I am going to show the Static Guides, which go up and down, left or right,
03:59right down the center of my slide, but with the Dynamic Guides turned on, if
04:03those are distracting to you, you can turn them off just by going back to View,
04:07down to Guides or Command+G on the keyboard. You can see that's a shortcut for
04:11turning those on and off.
04:14Okay, so let's see, if we can move this circle just by clicking and dragging
04:17with the four-sided arrow so that it's centered and on the left-hand side of
04:20our slide.
04:21Eventually we'll hit, you can see right there, there is a guide down the
04:24left-hand side and there is one going all the way across our slides, so there
04:28is the center for my circle.
04:30Now, if I want this to be line up with the top of my circle this triangle here,
04:35I can click-and-drag it. When I hit the top of the circle here, you see a guide
04:40does appear. It's kind of hard to see through there, but there is a guide
04:43helping me line things up with the top of the circle and now I am just
04:47perfectly lined up with the left. You can see there is a guide on the left,
04:50telling me if I go any further I'll be overlapping the space at the circle all
04:54occupies. So I am going to release right there. I am going to move this one
04:58over and across you can see there is the center of the slide, but if I move it
05:02down I am lining up with the top.
05:04Now, there are some alignment options that you can access through the menus to
05:09select the objects and align them with one another. But with the guides already
05:12there, it makes it quite easy to align their tops, for example. Right there you
05:16can see all their tops are perfectly aligned, thanks to those guides.
05:20So I would play around those if you want them lined up perfectly on top of each
05:23other, you can get guides that will help you do that as well. So I want to drag
05:27that on top of here, see guides that will take me right to the center, as I
05:32move it down, perfect, just like that. And you can see that because they are
05:35overlapping one another, I am not able to see all of my objects. That's called
05:40the stacking order and that's a whole other lesson in itself.
05:43But just so you know, you've got these guides to help you line things up,
05:46whether you are stacking them on top of each other or beside each other. Check
05:52out those guides as they appear to help you get things placed perfectly on your
05:57slides just the way you want them.
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4. New in Excel
Using Ledger Sheets
00:00In this chapter, we are going to shift our focus over to Microsoft Excel in the
00:04Office suite 2008 for the Mac here. There are a few new features in Microsoft
00:09Excel that really enhance the functionality of this program.
00:13You are going to like some of the features especially when it comes to building
00:16formulas; there is a formula builder we are going to talk about. You can auto
00:19complete formulas, a nice little feature that does some of the work for you.
00:24There is some improved functionality when it comes to creating charts. We'll
00:27take a look at that later on, but right now, we are going to start with
00:30something brand new that I really like because again, a lot of the work is done
00:35for you, saving you a lot of time and effort. I am talking about ledger sheets.
00:40There are a number of ledger sheets built into Microsoft Excel, they are
00:43pre-formatted Excel sheets that will help you do things like balance checkbooks
00:48and track investments, creates expense reports and all kinds of other common tasks.
00:53Now, every ledger sheet is going to address a specific scenario. Here is an
00:57example. If you open an invoice ledger sheet, the sheet contains all of the
01:02formulas, all the calculations, all of the columns that you need, or that are
01:07appropriate for tracking and managing invoices. Same will go for budgets. If
01:11you wanted to create a home budget or even a business budget. So, we are going
01:15to take a look at ledger sheets.
01:16Now, there is a couple of different ways to access them in Excel. So, right
01:20now, you can see I don't have anything open here, but I am in Microsoft Excel.
01:24So, you'll want to launch Excel first of all. Now, if you don't have it already
01:27launched, when you do, you are going to see the Project Gallery show up. So, I
01:31am going to go up to File and then click Project Gallery.
01:34From here, we can actually select a Ledger Sheet to create a brand new workbook
01:39from those ledger sheets. So, for example, if I look down at the categories
01:43here, I see Ledger Sheet has a little arrow next to it. So, it's a category
01:47with subcategories and in here is where I'll find Accounts, Budgets, Invoices,
01:52List, Portfolios, and Reports.
01:55Now, I want you to notice that, for example, here when I click Reports, I've
01:59got three options; Outstanding Invoices, there is Expense Report, Customer
02:03Statement. They'll all have the Excel icon at the top in the screen bar. That
02:08represents one of those ledger sheets that has built-in calculations and
02:11formulas and functionality.
02:13If I go up to Account, notice that Business Checkbook and Checking Ledger, I
02:19see those same icons at the top, but then there are some options here that
02:22don't have it, like a Savings Passbook, a Personal Checkbook. Well, those are
02:26typically what you might be used to call in templates where you would select
02:31one of these and then you would have to go in and create your formulas and put
02:34in your content and so on.
02:36So, typically what you are used to seeing are these options but with the new
02:40ledger sheets, you are going to see, a lot of these little icons with the Excel
02:44symbol at the top, which will have the built-in functionality of a ledger sheet.
02:48So, we are going to go down to Budgets here, and let's say, we want to set up a
02:52Home Budget. We will click on Home Budget, with it selected, click Open and
02:56what you are doing is creating a brand new workbook now using that Ledger
03:00Sheet. So, look at the bottom and you can see there is one sheet here that's
03:03called Ledger 1; it's not called Sheet 1, it's a ledger that has some of that
03:08built-in functionality sitting there, waiting for you, certain columns are
03:12appearing by default. Some of them have data in them already. Some of them have
03:17formulas in them already. It's all done for you.
03:20Now, of course, you are not stuck with what they give you. If you want to go in
03:23and make some changes like remove columns you won't use, and add some that are
03:27missing, or change the formatting of your Ledger Sheet, you can do that.
03:32Another way to access Ledger Sheet is to access them from the Sheets tab here
03:37in the Elements Gallery. So, if you've already got a file open, a certain
03:41workbook and you want to add a Ledger Sheet, click the Sheets tab and there are
03:46those categories again; there is Accounts, you can see there is Budgets,
03:50Invoices, Lists, Portfolios, Reports, even got Blank Sheets over here for
03:55creating blank charts, blank lists, even just a blank sheet altogether.
04:00So, I am going to come over here to Budgets and you'll see that as I move
04:04through these, I see the information showing up on the left-hand side telling
04:08me a little bit about what each of these do. And as I move across, you can see
04:12this one here is my Home Budget that I currently have showing up down below.
04:16So, you can grab sheets right from the Elements Gallery. I am going to close
04:20that up by clicking it again.
04:22You can also go to the Insert menu and from here if we go down to Sheet, you'll
04:27notice that we've got Blank, Chart, and List, those three options we saw under
04:31Blanks, but we've also got Other and when we click Other, here is where we see
04:35the Project Gallery again and we've got our Ledger Sheets right here, all of
04:40them just like we saw earlier available to us from the Project Gallery. So
04:44that's another option. Without creating a new workbook, you can access those sheets.
04:48All right, back to our actual file down here. I am going to hide the Gallery,
04:54so I am going to show it and just hide it to remove it. Here is my actual sheet
04:58and if I wanted to make some changes to the way this looks, I can do that,
05:02thanks to my Formatting Palette over here. Notice, I've got a Ledger Sheet
05:06section here. The Ledger Sheet section gives me options like naming my columns,
05:11inserting columns, or removing columns, I don't use. I have some Grid options
05:15as well to adjust the Style of this particular sheet, adjust Row height and
05:20under Flags, I've got categories as well.
05:23Notice that in this particular Ledger Sheet, I have a Category column already
05:28and if I click in there, you will notice there is a little drop-down arrow. So,
05:32I am not talking about drop-down arrow that we see next to each of the column
05:35headings, but down below, you can see that I have got a number of categories to
05:39choose from right here; Bonus at the top. Under Personal Expenses, I have got
05:43Automotive, Banking and so on, all the way down to Utilities, and then I have
05:47got Business Expenses. So, a lot to choose from here. Under Personal Expenses
05:52if I was to choose something like Food, for example, that would be suitable for
05:55a Home Budget and then I just fill in Dates, Payees and so on.
06:00I am going to start up here, though, where I do have a section for the name of
06:03my budget. So, I am going to double- click to get inside there, and I am going
06:07to type in the name, House Budget for 2008. So, we are setting up for 2008 and
06:14I am just going to double-click down below to lock that in. I also have down
06:19below Enter budget comment here, so I can take that out or put in a comment.
06:23You can see the formatting is done for me.
06:25I have also got some automation built -in to this particular ledger here,
06:28showing me the name of my file, which is not saved yet. It's just Workbook4 for
06:33me. You'll see workbook and the number up there for you, and it's a one pager.
06:38I am on Page 1 of 1, so that's good to know.
06:41Now, down below, let's say, there are certain fields or columns that I am not
06:45going to use. For example, Estimate, maybe I am not going to use Estimate. I am
06:50going to come over to the Ledger Sheet section here and underneath the name of
06:55my column that's currently selected, which is Memo, you can see I've got an
06:59Insert and a Delete option. Well, I am going to go to the Delete option, it
07:02really doesn't matter where I am in my Ledger Sheet when I come here, I am
07:05going to click the drop-down and I am going to see all of the columns that are
07:08being used in this particular ledger.
07:11So, if I don't use Estimate, I can click on it and then click Delete to confirm
07:16that I want to remove that column. Notice that it's gone now. Now, the Total
07:20Estimate was relying on the contents of that Estimate. So, I probably don't
07:24want that one either. Now that there is an error showing up, it's not able to
07:28reference the column that I just removed. So, Total Estimate, I am going to
07:32take that out too.
07:33I am not asked to confirm that one because it doesn't actually link to any of
07:38the other cells in this ledger. So, now I am down to just six columns but if I
07:43wanted to add some, I can come over to my Insert drop-down and I am going to go
07:48down to Budgets, there is those categories again, but under Budgets, I am going
07:52to see the ones that are currently being used, they are not selectable like
07:55Amount Paid, Category, Payee; they are kind of de-highlighted so that I can't
08:01select them again, but there are a number of columns I can choose from;
08:05Approved, Billed, Date Paid and Due Date, account like those.
08:09So, I am going to choose Due Date and you can see that pops in there next to
08:13Memo, and I am also going to put in the Date Paid. So, I am going to back down
08:17to Budgets, choose Date Paid and that slips in right beside Due Date. You can
08:22see everything is adjusted for me, everything looks good and now it just a
08:25matter of coming in here and start filling in things, like the Date I enter it,
08:29the Payee. Over here, I've got a Memo section and then the Due Date and the
08:33Date Paid could be different from the date that it was actually entered here in the ledger.
08:39How about the Column title? So, if I come up to Memo here, there is a couple of
08:43options. First of all, I can go over to the Ledger Sheet section here of my
08:47Formatting Palette and I can come in here where it says Memo and type something
08:50else like Notes, for example. I'll hit return to lock that in and you can see
08:54it changes over here. But each of these column headings has its own little
08:58drop-down arrow to the right.
09:00So, if I go over to where it now says Notes and click that little drop-down,
09:03you can see I can delete this column. I could rename it, I can format the
09:08column, look at the Column Settings and I can even do some sorting and some
09:12filtering using these options down below.
09:15So, I am going to go to Rename Column, it gets me inside here so I can actually
09:20take out Notes, deleting Notes and I am going to put it back to Memo and hit
09:25Return, that will lock it in. I am also going to click the drop-down again for
09:30Memo and show you that you can format columns. So, by choosing Format, takes me
09:35to the Format Cells dialog, so I can choose what that's going to look like. In
09:39this case, it's a Memo. So, Text is selected here, that's pre-formatted for me,
09:43but if I wanted to change it to something else, then I could, here is my
09:47Categories under Number.
09:48If I want to change the alignment, Horizontal Alignment. I want it left and if
09:54I wanted an indent, I could add it here. You can see the Orientation, Wrap text
09:59is turned on. All of the typical formatting you are used to getting at in a
10:03regular spreadsheet, you have access to here through the column header
10:07drop-down. So, I'll click OK to save this and then I am going to go back here
10:11to Memo again, click the drop-down and go to Column Settings this time. Column
10:15setting is a little bit different. Here again, I can change the name and I can
10:19go to Formatting as well as Conditional Formatting from here. Conditional
10:23Formatting means depending what goes into an actual field in that column, in
10:27actual cell, it may show up different. For example, if you want to set it up so
10:31that numbers that are negative show up in red and numbers that are positive in
10:36black, you could set up Conditional Formatting.
10:39We can also set up default values here or unique values only. There is
10:43Validation we can set up when we turn these on as well. So, I am going to click
10:47Cancel but I just want you to know that it is all there even though we are in a
10:50ledger that's pre-formatted for us. We have some pretty good control over how
10:55this is going to look.
10:55Let's go to the Grid now section here. If we don't like the Alternating Rows, I
11:00like the Classic Ledger. If I click this drop-down, you'll see that I have
11:03options for No Gridlines, there is our Alternating Rows that we see now, makes
11:08it easy to line up items in a row. But we have got Alternating Columns too and
11:12there is the Classic Ledger that I like. I am going to click on that, you can
11:16see that's real easy to follow. So, I like the classic but there is a couple of
11:19other options: Plain and Soft Gridlines as well. I am going to leave it at
11:23Classic Ledger.
11:24We also have the ability to change Row Height. So, for example, a row across
11:28the top, which has all of our column headings. Maybe we want to decrease that
11:33row height. You can see it's set right here to 0.55 inches. We can use our
11:37little arrows to increase or decrease but we also have the slider. By clicking
11:41and dragging the slider, it's going to adjust it so we can visually move it to
11:45a location on the slider that we like and when we release, we'll see the value
11:53show up here. We got to type that in or use the arrows to get there as well.
11:58Down below under Flags, well we have to click on a cell like here where we have
12:01got categories. If we wanted to change that category, we can do it right from
12:05here, by clicking the dropdown. There is the various categories that we saw,
12:10or sections. If we go down to Personal Expenses, maybe this is Household.
12:14You can see we just change the Category, but we can do it right from here as well.
12:20So, lots of options when it comes to using ledgers but the main feature of
12:25these new ledger sheets is that they are pre-formatted for you. They have the
12:28typical columns you'll need in a scenario, like in this case a house budget,
12:33and all of the calculations or formulas are setup for you. I really like this
12:37new feature. Play around with the different options. There is lots of ledger
12:40sheets to choose from. You should go in there and experiment and get familiar
12:44with some of the automation built into these.
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Using the Formula Builder
00:00Many different people will use a program like Microsoft Excel for many
00:04different reasons but quite often, almost always there are numbers involved and
00:09there are calculations being performed on those numbers. Some of those
00:14calculations can be quite simple like totaling up or summing up a column. Or
00:18there may be more complex operations going on like calculating the payment on
00:23a loan at a certain interest rate over a certain term.
00:26Well, a lot of these formulas and functions are built right into Excel. It's
00:29just a matter of finding them and with this new feature called the Formula
00:33Builder you can create formulas in a simple step-by-step approach. In other
00:38words, you don't need to memorize functions or their syntax. All you have to do
00:43is search for a function or start inserting part of the argument and the
00:47formula will build for you.
00:49You kind of see what I mean in a second here. We are going to look at the
00:52Formula Builder using an existing file. If you are a premium subscriber and you
00:58have got the Exercise Files and want to follow along, you can open up this one
01:01here called Expense_Report.xls. This is an old fashion Excel expense report.
01:07You can tell by the extension, it's XLS, but I had no problem opening it up here
01:12in the newer version of Microsoft Excel.
01:14Now this has some data in it already. We have added some dates and some text.
01:20We have got some of the numbers in here so the values and then exchange rate.
01:24Now we need the formulas of the calculations that will give us the totals for
01:29each row as well as the grand total down below. So we are going to play dumb
01:33here like we have no clue what to do next; we are going to use the Formula
01:37Builder to build our formula.
01:39Well, the formula is going to go right in here in this cell, which is actually
01:43J11. So column J, row 11 that's where we want our formula to go. We are going
01:48to use the Formula Builder to do it. It's the third button in here over here to
01:52the right of our Formatting palette and there we go. Now there is a couple of
01:56sections in the Formula Builder. First of all there is a search area. So here
02:00you type a brief description of what you are trying to do and it will narrow
02:05down this list of functions you see below.
02:07As I scroll through the list, you will see it's quite a long list. So someone
02:12who is new to Excel will probably have no clue what most of these functions do.
02:17But if you want to type in the description up here what you are trying to do,
02:21this list gets narrowed down to the functions that you probably need to use to
02:25accomplish what you are trying to do. So I am going to click here and search
02:29for a function and really what I want to do is multiply one number by another
02:33number. So I am going to start typing multiply. As I do, already the list is
02:40being narrowed down. You can see as I scroll through this list, it's quite short.
02:44Right at the top, under Arithmetic is Add, Subtract, Multiply and Divide. So I
02:49am going to double-click this, like it says down at the bottom and this
02:53displays a section below where I can start building my formula. So I have got
02:58to take one number, multiply it by another number. Cursor is flashing in
03:01number1, which is actually this. I am going to click on it, H11. It's inserted
03:07in there for me and you see the value right there. The operation is actually to
03:13multiply this number by another.
03:14So I am going to click here for operator and choose multiply. Notice it shows
03:19me that that's the asterisk. In other words I am learning on the fly here that
03:23I could be typing in equals H11 asterisk. And then the actual number I want to
03:28multiply that by is the second number. I am going to click down here, choose my
03:33second number and instead of typing it in just click on it, puts in the actual
03:37cell and the value shows up here. Once I see green, I can hit Return to lock in
03:43that formula, easy as that.
03:45So there is my formula and of course I would repeat that for each of these rows
03:49or to save time, copy this down. Easiest way to copy this formula all the way
03:54down using relative addressing is to go to the bottom right corner and you see
03:58the plus sign, click and drag it down. It inserts a formula that will use the
04:02numbers to the left of that formula that's what relative addressing is. So
04:07there is my answer for each of those rows. Now I just need one down here for
04:12the grand total.
04:13So I am going to start over. I am going to click down here for total and really
04:17what I want there is to sum up all of those numbers. So if I start typing sum,
04:22you can see that right at the top is, the word sum. So I am going to click on
04:26sum and you can see again, down below it says, To begin double-click a
04:30function, like I am going to right now, to start creating it.
04:34Now in this case, look what it did for me. It selected this entire column. So
04:40we had knew, we are just smart enough to know that there is a bunch of numbers
04:42above, why not use them all including the blanks, because if we start to add
04:47some rows later on, well we want them included in the subtotal, so that's perfect.
04:52All I have to do now is hit Return; locks in my TOTAL, there it is at the
04:57bottom and I have got my completed expense report. All thanks to the Formula
05:03Builder. Now keep in mind that as you get good at this and you start
05:06remembering what you are doing, you can type in formulas right in the cells or
05:11if you wanted to, you can come up here it's at the top of your screen to type
05:14in the formula. You can even go up there to see the formula. So if I click down
05:18here for my title and I look up here, there is what I could have typed if I had
05:23known to do, so =SUM, and in brackets, there's the range. Cell J11, there's the colon, representing from there to J30.
05:32So that's my formula over here. Double-click here. There is the formula I
05:36started with. Equals one cell times another cell. In this case, H11*I11. When I
05:42am done with the Formula Builder I can close this up or just switch back to my
05:45Formatting palette if I want to start formatting my actual spreadsheet.
05:51So the Formula Builder will save you a lot of time as you are learning about
05:55some of the functionality built into Microsoft Excel. Experiment with some of
05:59those functions and formulas as you build formulas in your spreadsheets.
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Using Formula AutoComplete
00:00All right, continuing on our theme of building formulas here in Microsoft Excel
00:042008, we are going to look at another new feature that's going to make writing
00:09formulas and functions more efficient for you if you are new to Excel and new
00:14to the various formulas and functions you have access to in this powerful
00:18program. It's called Formula AutoComplete and when you write and edit formulas,
00:23you won't have to remember function names, to find names or other elements of
00:26the formula because there is going to be a little pop-up window that appears
00:30giving you options along the way.
00:32It's going to help you always get the right syntax as you are creating your
00:35formulas and then over time as you get at writing formulas, you have the option
00:39to turn it off. That's what we are going to look at in this lesson. You can see
00:42I've actually got a spreadsheet open here. It's called Expense_Report2.xls, very
00:47similar to the spreadsheet we used in the previous lesson, but I've got this
00:51new field over here for the exchange amount.
00:53Now it will be nice to figure out before exchanging from US funds to Canadian
00:59funds, what's the difference? How much extra am I paying? Now the exchange
01:03amount is going to be a total of these numbers minus this total down below to
01:08give us the difference.
01:09So we are going to start by clicking inside the cell and we will begin our
01:13formula like we do all the time with the equal sign. So I am going to hit the
01:16equal sign. As soon as I do, Excel knows I am now starting to build a
01:20formula. So if I type a letter like the letter S as in SUM, look what happens.
01:26Well, a couple of things. First of all, I get this menu popping up with every
01:29possible function beginning with the letter S, and at the top I am going to see
01:33most recently used functions. These are functions, I have already used in
01:38either this spreadsheet or another in this session. Also what's happening, you
01:42can see the word SUM is automatically being entered for me, so Excel was
01:46assuming I want a sum. If it's not the case, I can continue typing letters and
01:50you can see I type in the U, it narrows down my list to all the commands that
01:54start with SU, and it is sum that I want. So I can click on SUM, and as soon as
02:00I do, it enters that for me and I have got my round brackets now with the
02:03cursor flashing inside ready to select the first set of numbers.
02:08Now the other neat thing that happens here is the word SUM that appears down
02:11below, so I get an idea of the syntax that I am looking for a series of numbers
02:16and I can have additional numbers as well. In this case, number2 you can see is
02:19in brackets, and the word SUM is a link. So if I want help using the sum
02:24function, I can click right on that to launch the Help window.
02:28But instead I am just going to go and select my range. So I want the total of
02:31these numbers, I am going to click-and- drag and as I do, you can see that range
02:35is entered in between the brackets. I'll always get the right syntax, thanks to
02:39AutoComplete.
02:41The other thing that's happening is my formulas being written up here on the
02:44Formula Bar. So to finish this off, I can actually come up here, click inside
02:48there, type in my minus sign, because I do want the total of these numbers
02:52minus this number here. I've got my minus sign here and I just click on
02:55this number. Notice that it's being written here and here at the top, and when
02:59I hit Return, it's locked in. There is my answer. $32.79 is the difference
03:05between US and committee funds using these exchange rates that we see here.
03:10So AutoComplete, very handy, especially as you are getting familiar with the
03:14various formulas and functions built into Excel here. Now of course, there are
03:19many complex formulas and functions, and AutoComplete is going to help you when
03:23you get into those. This example was quite simple.
03:27But overtime you will get good at writing your formulas and you won't need
03:30AutoComplete anymore, so you can turn it off. To do so, you go up to Excel at
03:35the top and choose Preferences, and you'll notice here in the Formulas and
03:39Lists section, we have an AutoComplete icon. Clicking this shows you that
03:44everything here is checked off or enabled. As we hover over these, we get some
03:48information down below in this description area here, about what is checked
03:52off. Completes entries as we start to type. So we saw that as we typed in the
03:56word sum after the equal sign. Showing the AutoComplete menu for functions and
04:01everything, that popped up as we started typing as well. So we can disable these.
04:05These two functions down below are sub- categories of the Show the AutoComplete
04:10menu option. So down below, automatically enter the closest match as I type,
04:16and show the menu only after I typed x number of letters. So all we needed to
04:20do is type-in the letter S to see that show up that's because 1 is selected
04:24here, but we can increase that or decrease that by using our little arrow
04:28buttons here to suit our needs.
04:30If we're done with AutoComplete, we no longer need its help, we can de-select
04:35these top two checkboxes to turn it totally off and click OK. Now AutoComplete
04:41won't jump into action as we start typing in formulas, let's just test this,
04:45type-in an equal sign here in K13. Start typing in the word SUM. Now you can
04:50see nothing is showing up here to help me. I am on my own now. I have to put in
04:54the brackets. Now as soon as I put in the bracket, I do get some help showing up.
04:58So that doesn't go away, but you can see I am kind of on my own writing the
05:02formula at this point without AutoComplete turned on. So I'll just take those out,
05:07and click in another cell.
05:09So helping you get more efficient, writing formulas, keeping your syntax
05:14correct, helping you learn how to write formulas and functions here in Excel,
05:17that's the purpose behind Formula AutoComplete. Like I said, when you no longer
05:22feel like you need AutoComplete, go up to your Excel Preferences to turn it off.
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Creating charts
00:00Back in Chapter 1 we took a brief look at some of the charting improvements
00:04found in the Microsoft Office suite in general. Now we are going to dig a
00:07little bit deeper here in Microsoft Excel. Really, this is where you are going
00:12to work with a lot of data, a lot of numbers. If you are creating a chart in
00:15PowerPoint or in Microsoft Word, you are taken to Excel to work with the data
00:20that makes up the chart.
00:21So here we are in Excel where we have already got data. It's time to dig a
00:25little deeper into some of the improved charting capabilities you have. Well,
00:29you are going to be able to create some really modern looking charts using some
00:32of those new templates we took a peek at back in Chapter 1, but there is a
00:35bunch of tools that includes special effects like 3D and transparency and
00:39shadows we need to talk about.
00:41We can preview and insert any chart directly from the Charts tab up here in the
00:45Elements Gallery and after we created a chart here in Excel, the neat thing is
00:49that we can take that chart and use it in a Word document or use it in a
00:53PowerPoint presentation if we want. So we can do all of our work here in Excel.
00:57Now you can see, I have already got a file open called Revenues.xlsx. If you
01:02are a premium subscriber and you want to follow along open that one up from the
01:05Exercise Files.
01:06And the first thing we are going to do to create our chart is actually select
01:09our data. If we don't select the data first, by clicking and dragging over the
01:13data we want to use in our new chart, then we create a brand new spreadsheet
01:18with sample data in it. That's what we saw in chapter 1 when we created a chart
01:22from those other applications.
01:23Well, here in Excel if you have already got the data, select it first like I
01:27did. I went from cell C6 all the way across and down to cell F10. I have got
01:31multiple data series in here and multiple years. So I got to be careful about
01:35what kind of chart I choose. I wouldn't use a pie chart, for example, for the
01:40selected data that I have here. But maybe a column or a bar chart would be
01:43good. Next, we will go up to the Charts tab on the Elements Gallery.
01:47This expands the area to show all the different categories.
01:50I have got all charts showing up here and it looks like I have got 13 screenfuls
01:54of charts to choose from, if I leave All selected. But if I want to
01:58narrow it down to Area charts, here I can see all of the area chart options I
02:03have. I have got Bar charts here remember they are horizontal, they go from
02:06left to right and I have got three screenfuls. If I go over to Column, it's
02:10really the same thing but Vertical columns and I have got bars. If I scroll
02:15over to the right, I have got cylinders, I have also got cones and I have even
02:19got pyramids here. And different ways to display the data for example, if we
02:23want it overlapping we could choose 3D cone. If we want them side-by-side or
02:28clustered, we have this option. We also have stacking and stacked 100% is
02:33another option.
02:34But I am going to go over to the actual cylinders, I like this one here and I
02:39am going to go with the 3D cylinders where it's kind of overlapping. Giving
02:43this a click, look how long it takes to actually create my chart. Well, the
02:47chart is created with some default settings. So down below, you can see I have
02:52got each of the data series showing up here, Pies, C, Breads, and Pastries. I
02:55have also got each of my three years that were selected.
02:58I have got a legend over here on the right by default and you can see I have
03:02got the value showing up on my Y axis and because it's a 3 Dimensional, I have
03:07got some depth in here as well. So I have got a back wall. I have got a side
03:10wall to help me read the actual data. So as I look across, I might want to
03:15change some of the features that are given to me by default to make a little
03:19bit easier to read but all in all, it's a nice looking chart and I could leave it as is.
03:23But we have got a little extra time so I am just going to increase the size of
03:27this chart. This is not where it's going to reside in the end; we will move it
03:30around, but I am going to make it little but bigger and let's look at some of
03:33the options that we have now over on our Formatting Palette. Notice that Chart
03:37Options is opened up. Here we can add Titles, affect the display of our Axes,
03:43Gridlines, we have some other options for Labels and our Legend down below.
03:47Then we have got Chart Data, we have got Chart Style, Quick Styles to choose
03:51from. We got Shadow options including Transparency, all kinds of things we can
03:55do with our chart now. All from this one palette called our Formatting Palette.
03:59So let's start up here with Titles. Now if we wanted to put in the title all we
04:04have to choose is where it's going to go by clicking this dropdown, do I want a
04:07Chart Title, a Horizontal, Vertical or Depth title for each of our axis.
04:11I am going to go to Chart Title, you can see down below it says, Click here to
04:15add the title. So there is no title but I can click in there just once,
04:19highlights everything so I can type right over it. I am going to type in
04:23Revenues and you can see as I am typing, it appears at the top of my chart.
04:272005 to 2007.
04:30The other thing that happens is the actual data down below is kind of squished in,
04:34so that there is room now for the title and it's not looking all that
04:38messy. So there is our Titles. Now on the Axes section, you can see that we
04:42have got three buttons that are selected. We are viewing all three, our Primary
04:47Vertical Axis, our X axis, which is the Horizontal one, and our Depth Axis. So
04:52if we want to turn any of these off, we can and you can see down below that I
04:55have lost those. Now I have got no X axis or Horizontal and there goes my
05:01vertical. So those are good to turn on because we do want to be able to read
05:06our data and read it accurately, so we want those in there as well. So I am
05:10going to leave all three of those selected.
05:12Now the Gridlines can help us read. Now it's very difficult to see the
05:15difference between each of these cylinders and if we hover over them, we get
05:19the values but it might be easier for us to read if we had some gridlines in
05:23between these major gridlines. So over here you can see Major Gridlines are
05:27turned on, for the Horizontal Gridlines; I don't really need Vertical ones,
05:31they won't help me read anything.
05:33So I am going to keep them turned off, but down below for Minor, I am going to
05:36add the Minor Horizontal ones by clicking this button which then makes it a
05:41little bit easier for me to see just at a glance what values I am looking at
05:45for each of these series. Okay, so we have got Gridlines, other options include
05:50Labels and Legend. If you really want to know, what each of these is worth, you
05:54can turn on some Labels.
05:55I am going to click the dropdown and choose a value from the list and you can
05:59see each of the values now shows up at the top of each of the cylinders. Now
06:04it's kind of messy looking. So you might want to choose None. Another option is
06:09to choose labels down below. Now we don't need them because across the bottom
06:13of our screen, we see Pies, Cakes, Breads and Pastries but if we turn on Labels
06:16we will see them at the top of each of our cylinders as well. I am going to
06:20leave it at None.
06:21The Legend does appear over here on the right; do we need it? Well, it kind of
06:25tells us what color represents what year but we have also got this down the
06:28right hand side. So I would either turn off the Legend or I would turn off my
06:33Depth Axis. So I come up here and turn off this guy to take those out and just
06:38leave my Legend or do a vice versa change the Legend to None and keep the Depth
06:44Axis labels.
06:45I am going to leave the Legend in there. Chart Data, we have got options for
06:48sorting our data. If we want to rearrange the data, just a click at the button
06:52will change the column to row sort and you can see it's very difficult to read
06:56when we switch our years and our series and can't really tell what those values
07:02are back there. So I am going to switch it back to Columns, there we go.
07:06Down below, we have got Chart Style. Now I am going to close up my Chart Data
07:09and my Chart Options section. So I can open up the Chart Style. You can see we
07:14have got styles to choose from here. We can scroll through the various options
07:18until we see something we like. We were given this style by default but if you
07:22want to go with shades of a single color, you can do that. Kind of fits our
07:26logo, we have got some pinks and shades of red in here. There is our legend, it
07:31changes accordingly. You can see there are lots of options to choose from. I
07:34might go for one that actually has a black background just to make it stand out
07:39and you can see the 3D effects a little bit better using this option.
07:43So changing your Chart Style is easy as finding it on the list and clicking, I
07:47like that. I am going to up the Chart Style and go to Quick Styles and Effects.
07:52In here you can see; now this is for our entire chart, if we want to put a
07:56shadow for example, around it to make it come off the page. We could choose
08:00from our Shadows here. If we want to change a quick style for some of our text,
08:04we can do that as well.
08:05But I am going to go back to Shadows and I am going to make it stand off the
08:09page here just by clicking the Shadow. And notice that down below I have some
08:12options for the shadow now that it's turned on, such as the Angle. So I can
08:16adjust the angle maybe I want it down and to the right, an Outer shadow and the
08:22color of the shadow is black by default, so I can change the color if I want to
08:26from there. The Distance, I can increase that in point sizes or decrease it,
08:31that's totally up to you.
08:32Add a Blur to add some realism; some Transparency also makes it look a little
08:37bit more real. When we deselect this chart, you will see that nice looking
08:40shadow in a moment. I am going to click on Document Theme down here because we
08:44have also got themes for Excel. Now remember, we talked about this earlier when
08:48we choose Document Themes. It's going to affect things like our SmartArt
08:51graphics and our charts. Nothing else. So any of the data in your chart or
08:56actually in behind on your spreadsheet will not be affected by a Document
08:59Theme. But we can go directly to Document Themes here; you can see that
09:03includes Color schemes and Font schemes as well. We talked about that in the
09:07first chapter, if you want to review that I would suggest going back there.
09:10We kind of set up our own theme with each of the selections we have made. So
09:14I'm going to keep that as is. I'm going to click outside of my graph. You can
09:18see that blurred, hazy shadow around the outside and now it would just be a
09:23matter of sizing this and moving it to a good location. So I am going to click
09:27on it again, clicking right on the outside edge with the four-sided arrow
09:30allows me to click and drag it to move it to a different location.
09:34So I am going to move it down there. I'm going to scroll down and maybe size
09:39it accordingly. It's a little bit too big so I am going to go to a corner. When
09:44I see a double arrow means I can size it down both vertically and horizontally
09:49from the corners till I get a size that's suitable. I am going to move it up
09:52underneath my data, center it nicely, deselect to see the finished product and
09:57that's pretty sharp.
09:58Didn't take much time at all to create a very sleek and professional looking
10:03chart that uses some of the same features that we see in our actual
10:07spreadsheets, so some of the effects that we can apply like Shadows and
10:113-dimensions, Transparency. Lots of fun things you can do with charts.
10:15I encourage you to experiment with the different chart types and the different
10:19effects. Lots to choose from over here on the Formatting Palette, so you could
10:23spend a lot of time just playing around till you get something exactly that
10:26suits your needs.
Collapse this transcript
5. New in Entourage
Using My Day
00:00Well it looks like there is just one more application in the Microsoft Office
00:032008 suite here for the Mac that we need to explore and that is Entourage.
00:08If you are using Entourage as your e-mail application or to stay organized with
00:12the calendar and tasks and so on, well, there are plenty of new and improved
00:16features in Entourage that we are going to look at in this chapter.
00:20For example, you can now use Spotlight search functionality right from within
00:24Entourage to find any information even if it's in a message attachment. There
00:28is improved junk mail filtering and phishing protection that we need to
00:32explore. You can create to-do lists now and even use flagging. We will look at
00:36that a little later on. If you are going to be out of the office and you want
00:39Entourage to reply the messages automatically when you are out, you can setup
00:42an Out of Office assistant now. Then, of course, you need to be on a Microsoft
00:46Exchange Server. We will look at customizing your toolbars in this chapter,
00:50adding, re-arranging, removing toolbar buttons to suit you needs. We will look
00:54at the improved calendar interface as well, redesigned to make it easier for you
00:59to manage your events and tasks.
01:01But in this lesson, we are going to start with something that's brand new to
01:04Entourage, it's called My Day. And you can see here on my screen I have actually
01:08got Finder open and in the Applications folder I have got the Microsoft Office
01:122008 folder, then there is an Office folder and look what's in there.
01:17An application called My Day. So you can access it from here but usually what you
01:22will do is setup My Day to run automatically as soon as you log-in and it will
01:26run on top of all your other applications and what My Day will do is allow you
01:31to quickly view your calendar events and manage your to-do list from your
01:35Desktop without even having to be in Entourage. Now it's linked to your
01:39calendar and your to-do list in Entourage but you don't have to have it running.
01:43So one thing that you might want to do is instead of having to go through this
01:47routine to launch it is to have it automatically run or at least copy it to
01:51your Dock which I have done. So I don't need to launch it from here. I am going
01:55to close up Finder. You can see I have got Entourage running here in the
01:58background. I can access My Day right from Entourage as well on the toolbar
02:02there is an icon. But I am going to go down to the Dock and I am going to click
02:06on My Day and that brings it up here on top of all my other applications in
02:11this case. You can see that My Day is now running with Entourage in the background.
02:15So I am going to click on Entourage and I am just going to hide it for now.
02:20Command+H would do that as well, just so we can focus in on My Day. Now there
02:24are two sections to My Day. In the top half we have got our calendar events; in
02:29the bottom half any To Do items. So any items on your To Do List in Entourage
02:33will appear here and you can see it's setup to view day by day. Currently I am
02:38seeing today's date. For me, December 12, 11:45 AM. You can see at the top it
02:44says I am free until 4:00. That's means I must have something going on. I look
02:47at my calendar. Sure enough I have a conference call. As I hover over the
02:51event, I am also going to get some information. You can see it's a phone call
02:55and it looks like from 4:00 - 4:45 Conference Call with Headquarters.
02:59Now I have the hours of the day showing up here so I can move forward and back
03:04through the day viewing the various hours of the day but I can also move from
03:09day to day using these arrows. So if I want to go to tomorrow, I can click the
03:13right arrow, see what's going on, I have got no events. But it does look like I
03:16have got a To Do list item here which is to Pack for the Tradeshow and as I
03:21move to the next day after that nothing going on there. To quickly move to the
03:25current date I can click the middle button right here. So I don't have to hit
03:28the left button to move back to today, hitting it many times but to go to the
03:33previous day, left arrow, next day, right arrow, today, the middle button.
03:37So it's always going to display the current date and time here when you click
03:41on today and if you need to add any items, you can come down here. Notice there
03:46is a little check mark with a plus sign so if you wanted to add a new task, you
03:49can do it. Just click on the plus sign. Down below it says Create a task, so I
03:55can click in here. Let's say for the conference call I need to prepare for
04:00this. Prepare notes for Conf Call and when I hit Return that's locked in, you
04:08can see it now shows up here on my To Do List. And it does have a little check
04:12box so when I have prepared my notes, I can actually check this off to remove
04:16it from the list. It will still appear in my To Do List in Entourage with a
04:20line through it so I know that I have actually done it but here in My Day it's
04:25just a quick and easy to use so I can check things off nicely just by clicking
04:29the check box and away it goes.
04:31Now down below you can see I have got a printer icon here so I can print my To
04:35Do List and calendar items. Over here is where I can setup my Preferences.
04:39That's what we are going to do right now. Clicking the Preferences icon shows
04:42you there is three sections; General, Events and To Do List preferences. Under
04:47General, you can see that there is two radio buttons here; Show on Mac OS menu
04:51bar or Show in Dock, currently selected to Show in Dock. But you can change
04:57that easily just by clicking the appropriate radio button, whatever your
05:00preference maybe. Notice that this is checked on Open after computer logon. So
05:05as soon as I login to my Mac, boom! My Day launches and it's running in the
05:11background. I can access it anytime. Keep on top of all other applications so
05:15no matter what other applications I am running, I will always be able to see
05:18the My Day interface and My Day keyboard shortcut is Ctrl+M. You can set that
05:24up to be whatever you like just by clicking in here and typing a key, but I am
05:28going to leave it as Ctrl+M.
05:28Let's go over to Events. Here you can see that I can select from multiple
05:34calendars if I want them to appear in My Day, right now I only have the
05:38Entourage calendar to choose from and it's currently selected. But of course if
05:42I don't even want that I can deselect it. I am going to keep it checked. You
05:46can also choose to show events that I setup with the status of free. So I
05:51wanted in my calendar even though it's not going to create busy time for me,
05:55well I can show those as well by clicking this check box.
05:59And for the To Do List preferences, click To Do List, Show To Do Items, Due
06:04Today. So I am going to see that or if I want Starting Today, I can do that as
06:08well. Include flagged messages and contacts, items with no start date, no due
06:13date and overdue items, they will all show by default on my To Do List. Now of
06:19course you can deselect any of these, if you don't need items that don't have a
06:23due date showing up, you can deselect them by clicking the check box. I am
06:27going to leave them all selected and click OK.
06:31Now of course I can size this to be exactly what I need. If I want it to take
06:35up more space or less space, you can see the minimum, it is right about there
06:40but I am not really seeing any calendar items or To Do List items so typically
06:46you are going to see your screen about that size. Now we can adjust the
06:51difference between our calendar and our To Do List just by dragging this item
06:56up and down, half way will allow an equal number of calendar events and To Do
07:02items but of course as you have more To Do items and less calendar events, you
07:06may wish to adjust that or the reverse maybe true as well; more events and less
07:11To Do items. You may want less room being taken up by your To Do List, totally
07:16up to you.
07:17When you are done using My Day, you can actually click the Close button but I
07:21want you to see that down below on the Dock it's still running. You can see by
07:26the little arrow underneath My Day that is it's still running in the
07:29background, so it's not really closed up. If I want to quit My Day, I can
07:33right-click it down here or Ctrl-click, if you got a single button mouse, and
07:38choose Quit right from here. Notice that you can also access some of those
07:43preferences like Open At Login is selected, just Show in Finder or Show. Remove
07:48from Dock is another option when you right-click or Ctrl-click down at the bottom.
07:52But I am going to click on the Quit to quit that. I am going to come back down
07:56here and I am going to click on Entourage because that's where we are going
08:01next in the next lesson. We are going to take a look at the Spotlight search
08:05capabilities built-in to Entourage now.
Collapse this transcript
Searching with Spotlight
00:00I want you to imagine for a moment that someone has asked you for information
00:05and you know that that information is either in an e-mail address or in an old
00:09calendar entry. Maybe it's in your To Do List or part of your contacts, maybe
00:13its in a project, it might even be an attachment in one of your e-mail messages,
00:17you can't remember. Wouldn't it be nice if you could go to one central
00:21location, type in what you are looking for and it will find it, even if it's in
00:25an e-mail message attachment or part of your calendar, anywhere else on your computer?
00:30Well, if you are using Mac OS X Tiger 10.4 or higher, you already now about
00:34this functionality. It exists, it's called Spotlight and you can actually use
00:38Spotlight search functionality right in Entourage now. That's what we are look
00:43at in this lesson. You can see I have got Entourage running and currently I am
00:47looking at my mail. Mail is selected over here but if I go through my Address
00:51Book you can see I have I got some contacts. Over here in my Calendar, I have
00:55got some entries, I have got one note on my To Do List, I have got a couple of
00:59things, and under Projects nothing there.
01:02I am going to go back to Mail and let's say I need to find some information
01:06I know that I have entered somewhere regarding key chains. Well, the easiest way
01:10to do that is not to search through my inbox, going through the various dates,
01:14looking at the titles. I am going to go right up here to the top right corner.
01:18Notice that here on the menu bar at the very far right I do have my Spotlight
01:22icon. So I can type in whatever I am looking for here. It's going to search my
01:26computer. But it's also right here in my Entourage window in the top right
01:30corner. On any one of these screens, if I go to my To Do List, you can see it's
01:34up there in the right corner. How about in my notes? Sure enough.
01:38So I am going to start at Mail. I am going to type in what I am looking for,
01:42two words here, key chain, and I don't have to hit Return or anything it just
01:47starts searching. Now because I am in Mail right now, it's looking in my Inbox.
01:52There are no messages. Okay. How about Folders on My Computer, no.
01:56All Messages, no. Well, this is the one I like right here, search everything.
02:00Search everything for the two words, key chain. When I click Everything, sure
02:04enough there is a Title in my notes and you can see that it's called Key
02:08Chains. I can access the note right from here from the results; just double
02:11click it, opens up the note. There is the title Key Chains, Remember to bring
02:15key chains to give away at the show. When I am done with the note, I close it up.
02:20So my search results stay here for me and the neat thing is I can save these
02:25results if I wanted to, call it Key Chain so anytime I am looking for key chain
02:30information, I can run this, click Save. I can also come over here to the right
02:36hand side and show some advanced search options. Clicking the plus sign expands
02:41this search area. So I am not just searching for items like key and chain but
02:45if I want criteria to be met, I can click here. Right now Match if all
02:50criteria, what about if any criteria are met. If I select that, it can be the
02:54word key or the word chain or both in the search results down below.
02:58I can also use some operators like Titles, search Body, Person Names, Dates,
03:04Categories, Projects look at all the options I have to choose from. But Item
03:08Contains is the default. So wherever any item contains key chain, it's going to
03:12find it. In this case I am going to go back to Match if all criteria are met.
03:17So I am looking for both words, it's the same results in this case. But it's
03:21now saved so I can run it again.
03:24Now let's try another one, I am going to go up here and notice that when I
03:27click this little dropdown next to my Spotlight that I have got key chain in
03:32there and here are some others that I have searched for in the past. So instead
03:36of typing in trade show up here in the search field, I can just select it from
03:40here, it's a previous search and look at this, searching Everything again, it's
03:45finding trade show title in the calendar folder. So here is a calendar entry.
03:49Double clicking this displays that event. So I can make changes to it without
03:54even going to my calendar and trying to find it.
03:56I am going to close that up. I am going to close up Spotlight by clicking the
04:01Close button over here on the top right corner. Do you want to save the changes
04:04you made to your saved search which included changing the criteria? I can
04:08choose not to save or to save those changes and it takes me back where I was to
04:13my Mail folder.
04:15So Spotlight functionality very powerful, easy to use and built right into to
04:20Entourage now.
Collapse this transcript
Using filtering and phishing protection
00:00Well, I suppose it's a sad commentary on society today, but there definitely
00:05is a lot of junk e-mail going around and even worse, some malicious e-mail going
00:11around known as phishing messages.
00:13We are going to talk about those and the protection you get in Entourage now,
00:17which has improved over the previous version. You can filter out unwanted
00:21messages better than ever thanks to some enhanced junk e-mail protection that
00:25you have access to. Also you will get a warning if Entourage detects a phishing
00:29message that has links to a suspicious website. Now, if you have never heard of
00:33the term phishing, it's an online fraud technique that uses mail messages in
00:39websites that mimic well- known and trusted brands.
00:42So, although they seem to be from legitimate organizations, phishing messages
00:46and websites try to trick you into disclosing personal information. Like your
00:50account numbers and passwords. So there is some built-in protection here in
00:54Entourage, it's improved. We are going to take a look at that now. And we are
00:58going to start with just our regular junk e-mail. You will notice over here on
01:01the left-hand side there is a Junk E- mail folder by default. And there are ways
01:06for you to have messages automatically go to the Junk E-mail folder and be
01:10marked as Junk E-mail. But then of course as you receive messages you also have
01:14the ability to mark them as Junk E-mail.
01:17So for example, here I am looking at a message. If you have got any messages
01:21open that you want to experiment with, go ahead and do that. I selected this
01:25message from Microsoft down below, and let's just say this for me is junk
01:30e-mail. Well, the easiest way to mark it as Junk E-mail, I can go up to the
01:34menus if I wanted to under the Message heading here and marked it as junk. But
01:38it's even easier just to go up to the toolbar here and click the Junk envelop.
01:42AS soon as I do that it gets moved over to my Junk E-mail folder. It's also
01:46marked as Junk E-mail. So it goes to the Junk E-mail category. I can click on
01:52it here to look at it, and notice that there is a message here, Beware of links
01:55in this message. The message appears to be junk mail. That's because, we have
01:58marked it like that.
01:59If it's not junk e-mail, I can changes back to not junk by clicking this link
02:04or clicking the button up here which is now turned into a Not Junk icon. And
02:09let's see what happens if I try to open up a natural link like a JPEG image,
02:13double-clicking it displays this warning now, Some files can contain viruses or
02:18otherwise be harmful to your computer. It's important to be certain that these
02:21files come from a trustworthy source. I like this message. It just warns me. If
02:26you don't like the message you can choose not to show the message again by
02:29clicking this check box. I am going to leave mine unselected. And at this point
02:33I can open it or just hit Cancel to avoid it.
02:36Now when you get links in an e-mail message, it's actually best not to click
02:39those links but to type those addresses in, in a separate browser window. That
02:44way you can avoid some of those phishing scams what we were talking about.
02:48Okay, so here we are, we have got a message that has been marked as junk
02:51manually, it wasn't automatic. But if we want to get it back, clicking, This is
02:55not junk e-mail right here in the message or going up to the Not Junk button
03:00here on the toolbar, displays a Junk E- mail Protection dialog box. And here we
03:05can add the sender to our Address Book. This is interesting.
03:08Any contacts you have in your Address Book messages from them will never be
03:13considered junk e-mail. So if you wanted to add this address to your Address
03:17Book, messages from this address will never be considered junk e-mail from this
03:21point forward. Other options include Classify all messages sent from the
03:25sender's domain as not junk. We are going to take a peek at some of the
03:29preferences you can setup in a moment. But by setting up their domain as not
03:34junk then any messages coming from this particular domain microsoft.com will
03:39not be considered junk or I can, Just classify this one message as not junk, if
03:43I select this Radio button down at the bottom.
03:46I am going to go right here to Classify all messages send from the sender's
03:49domain as not junk, and click OK. So back it goes to my Inbox, I click my
03:54Inbox, look down at the bottom sure enough its back and notice that bar is gone
03:58now. So this is considered a legitimate message.
04:01All right, let's check out some of the preferences now that you have access to
04:05from the Tools menu. Down to Junk E- mail Protection right here and you will
04:10notice that there is three sections, Level, Safe Domains, and Blocked Senders.
04:15We will start right here in the Level section. Here is your default, the level
04:19of junk e-mail protection that is setup for you set to Low, which will catch
04:23the most obvious junk e-mail messages. Some legitimate messages could sneak
04:28through, so it's a good idea to check your Junk E-mail folder every now and
04:32then. Especially, if you see a number in brackets next to it indicating there
04:35is new messages in there. Go check them out, if you want to delete them you
04:39can, or you can set it up so that messages in your Junk E-mail folder are
04:43deleted automatically after a certain number of days.
04:46So, here you can see I have got 99, if this is your first time setting this up,
04:50it probably says 30 days in there. But you can type in any number you want, and
04:55there we go. So I am going to set it up so that after 15 days of sitting in a
04:59Junk E-mail folder they get deleted automatically. So for me that means
05:03checking regularly to see if there is any legitimate messages in there.
05:07Especially, if you change the level, if I go to a higher level of protection,
05:11it will catch most junk e-mail. But some valid messages maybe caught as well,
05:16so again I would need to check that folder, or the other option is to choose
05:20Exclusive. Only messages that you mark as Safe in the Safe Domain List will be
05:26allowed to come through. Messages that are not considered safe will not come
05:31through and will be rerouted to your Junk E-mail folder. That means you need to
05:35go in there on a very regular basis to see if there is any valid ones.
05:39Now, keep in mind when you add an address to your Address Book, they will
05:42always be valid as well. Now, if you don't want any protection at all, just
05:46choose None here at the top, that turns off your Junk E-mail Protection. But I
05:51am going to leave mine set to Low. And I do want old messages 15 days or older
05:56to be deleted for me. Now, before we click OK, to save our changes let's go up
06:01to Safe Domains. Anything you type in here will be considered safe that
06:05meaning, messages that have something at this domain will always come through
06:11so any e-mail address that has at lynda. com at the end of it will come through
06:16for me. Now you can just type in any domain you want just by typing the domain
06:22part, that's everything that comes after the @ sign, and you should type in
06:27correctly as well.
06:29The opposite of that is to Blocked Senders, going over to the Blocked Senders
06:33section, here you can type in actual e-mail addresses or domains and any
06:38messages coming from those addresses or those domains will be blocked and go
06:42directly to your Junk E-mail. They will be treated as junk e-mail. They go to
06:46that folder and they are marked as Junk E-mail.
06:49Keep in mind that when messages are marked as Junk E-mail, certain things
06:53happen. To help protect against phishing you will see that warning for example,
06:58when you go to open up a link. Also any messages that are in your Junk E-mail
07:03folder will not display some of the embedded links. So you've got to be careful
07:08when you look at your Junk E-mail folder and start opening up messages and
07:12clicking on links.
07:13So anything that you don't want coming through, type in the domain here or the
07:17actual e-mail address and those messages will go directly to Junk E-mail.
07:22To save your changes you click OK. That returns you back to your previous screen.
Collapse this transcript
Using To Do Lists
00:01Need some help focusing on what's important? Why not try out the brand new To
00:05Do List built-in to Entourage 2008? Similar to Tasks, the To Do List is a single
00:11location where you can see task items but also messages and contacts that are
00:15flagged as To Do items all in one location. Now, you can customize your To Do
00:20List to filter items based on factors like due dates and priorities and you can
00:24even check off the items on your To Do List as you complete them. So we are
00:27going to check out this brand new To Do List in this lesson.
00:30Here you can see I am looking at my Mail folders right now. I can access the To
00:34Do List by going up to Tasks or down below the toolbar you will see To Do List
00:39right here. Clicking this takes us to the To Do List. You can see it shows up
00:43right below Tasks, so clicking Task would takes us to our tasks but also we can
00:48access the To Do List. Now To Do List will show your tasks so if you got any
00:53tasks they will be listed here. But you will also be able to see things that
00:56you need to follow up on like maybe a contact from your Address Book or an
01:00e-mail message you got and you want to follow up with a To Do item, and here
01:04is how flag those items.
01:05Let's go back to our Mail for a second. Hopefully, you have got an e-mail
01:09message that you can experiment with here. I am going to use this one from
01:12Microsoft down at the bottom and let's say I need to follow up on this next
01:15week. The easiest way to flag this as a To Do item is to go up to the Flag
01:20button up here. You notice there is a little arrow. And I can click this to
01:24choose when I want to follow up on this. Today, Tomorrow, This Week, Next Week
01:29or if I need to put in a specific date I can choose Choose Date. If I don't
01:34have a due date, no problem. That's number five on the list. Also I can add
01:39reminders and mark them as complete right from this button. But I am going to
01:42choose a date by clicking Choose Date and the Dates and Reminder dialog box
01:46shows up and you can see I can setup a Start Date, I can setup a Due Date, even
01:51a Reminder Date.
01:52So the Due Date I am going to change by clicking the calendar icon. I want this
01:56to be due next week so I am going to choose the 18th. But I would like a
01:59reminder on the Monday, the 17th so I am going to click the Reminder check box,
02:04and I click the calendar icon and choose Monday. Now I can also adjust the
02:09time, if I want this to be at 8:15 in the morning, well I can knock this down,
02:14down arrow taking me an arrow back with each click. And then I am going to
02:18click in the minutes over here and bump that up, of course I could just type 15
02:22in there if I wanted to. But I can use the arrows as well. And when I click OK,
02:27this is an E-mail message. It's still here in my Inbox but notice now that is
02:31flagged as a To Do item as well and there is the Due date.
02:34So, if I am in my E-mail looking at it, I am reminded that I have got a To Do
02:38item associated with this due on the 18th. But If I go back to my To Do List by
02:43clicking To Do List, you will see it's been added here, Welcome to Microsoft,
02:47its got a little alarm clock indicating that this has got a Due date, and a
02:53reminder assigned to it. Notice the due date does show up over here. The
02:57completed date will show up once it's done, it's in my Inbox folder. These
03:02other items are just part of my To Do List or my Tasks. And then I have got
03:07Categories as well and Projects currently set to None.
03:10So let's create a brand new item here on our To Do List from scratch. We can go
03:14up to the New button. Notice there is a little arrow for this as well. But we
03:17do want to create a Task that's what we choose when we click the New button
03:21here in our To Do List. So creating a new task is just like creating any task,
03:26it will show up in our To Do List. We can type in a title; I am going to type
03:30in, Prepare Customer Site. I am going to start this and I am going to say,
03:39Tomorrow. And I would like to have this Done. I am going to setup a Due date by
03:45next Friday. And I would like a Reminder. I am going to have the Reminder go
03:52out today. And I am going to bump that up to 11:30 how about, I am going to
04:00type in 30, there we go.
04:03Now, I can also setup a Priority if this is really important. It would be the
04:06highest priority or semi-important. I am going to choose High. But I have also
04:10got Low and Lowest as options. Normal is the default, I am going to set this to
04:14a High priority, it only Occurs once. Notice I also have some options up here,
04:19if I wanted to setup due dates under To Do. So this could be due today,
04:24tomorrow. I could choose the due date like I am doing right now. It's not
04:27selectable from here, because I am already doing it and I can mark it as
04:31Complete when it's done from this little dropdown as well.
04:34But I am going to go to Categories, this is work related so I am going to
04:38choose Work to sign it to a category. This is handy if you want to filter down
04:41your item, show me all my work items or all my personal items together. So with
04:46that selected, notice there is no Save button. I can go up to the file to save
04:50this at anytime and keep working on it. But when I close it, if I haven't saved
04:54it, I will be prompted to save it, and now it's added to my list. Notice the
04:58color-coding here. Book Car Appointment shows up in green. That's personal.
05:02Prepare Customer Site, that's a work related item, I see that over here in the
05:06Categories column.
05:07And of course I can sort by Categories if I want to in reverse order. I can
05:12sort by Due Dates, just by clicking these headings. These are all part of tasks
05:16that you are probably used to doing if you use tasks already. But when I mark
05:21items like e-mail messages as To Do items they don't show up in tasks. So if I
05:26come over here, you won't see the Welcome to Microsoft item, but if I go to my
05:30To Do List, you will see it down here, so very handy.
05:35Now, you will get reminders, keep in mind too if you are using My Day that your
05:39To Do List items will show up there and Reminders will pop-up if you are using
05:43My Day occasionally just to tell you, hey! Don't forget you have got a Due date
05:47and you need to get something done. I am going to go back to my e-mail. If I
05:51want to un-flag something as a To Do item, I can go up to my To Do Flag, and
05:57Clear the To Do Flag. As soon as I do that it's no longer a To Do item. If I go
06:02back to my To Do List, look at that it's gone from there.
06:06So if you need to be focused and you want to organize things in one location,
06:10no problem, you can use your To Do List, brand new. You can even filter out
06:14items; notice that I have a Task contains options here, I have also got
06:18Category and Project. If I want to see all of the items that are categorized as
06:23work, here is how I do it. There is only one item here in my To Do List.
06:27How about all my personal ones? Just one as well. If I want to see them all or have
06:32no filtering on, I choose None. Look at that, we can go back to my Tasks to see
06:38all of my tasks. I can also come in here if I want to choose a filtering option
06:42for the Task contains and type in what I am looking for. How about the word
06:47customer? And I hit Return. There is only one item in here where the Task
06:53contains the word customer. I can delete that to get them all back.
06:59So lots of options using your To Do List help you to stay organized, focus on
07:04what's important, brand new here in Entourage 2008.
Collapse this transcript
Creating out-of-office messages
00:00In this lesson, we are going to explore the scenario where you are not
00:03available to answer your email messages. Perhaps you are on vacation ir you are
00:07out of the office and you want an automated response to go out to those sending
00:11you email, indicating that you are not available to answer them and maybe even
00:15say when you will be.
00:17If you would use Microsoft Outlook or you are on a Microsoft Exchange Server,
00:20you may be familiar with the Out of Office Assistant. Well, now in Entourage
00:252008, if you are on a Microsoft Exchange Server you can access the Out of
00:29Office Assistant right from within Entourage.
00:32Now if you are not on an Exchange Server, no problem. There are other ways for
00:36you to automatically reply the messages coming in. We are going to look at that
00:39scenario here. I am in Entourage and I am looking at my mail. I am going to go
00:44up to the Tools menu.
00:46Now I am not on a Microsoft Exchange Server. So down here where we see
00:50Newsgroup Settings, right below that if you are on an Exchange Server check it out.
00:56You will see the Out of Office Assistant right there. You can click it and
00:59use the Out of Office Assistant just like you would in Microsoft Outlook or in
01:03any other application on the Exchange Server.
01:06Now what happens if you are not an exchange server? Well, if you are like me
01:10you need to go down to Rules, right below that. Clicking Rules allows you to
01:14come in and set up rules for messages that are coming in. We will click the New
01:18button. Right away you can see we have got the Edit Rule dialog box showing up.
01:22We can name this rule. I am going to call this Out of Office; you can call
01:27whatever you like, vacation. And down below you can see in the Then field for
01:33All Messages we can set up criteria. Right now it set up to Change Status.
01:38Well, I am actually going to click this and choose Reply. Choosing Reply now
01:43allows me to type in reply text. Clicking the Reply Text button is where you go
01:48to enter your information.
01:50So I am currently out of the office, returning, I am going to say January 2,
02:032008 and then you might want to say something like 'I will not be able to access
02:11email until then.' Something like that. 'If your message is urgent, please
02:22contact' and then you could put in whoever you want here. I am going to type -
02:27'no one.' There we go. And when I click OK and make sure that this rule is enabled.
02:33You want to have a check mark in the Enabled check box. Click OK and you will
02:38set up that rule. It now appears here on the list of rules. It's for me my only
02:43rule and when I come back of course, I will probably just want to disable this.
02:48I don't need to delete it necessarily but if I disable it then I know that
02:53messages will come through and I will be able to answer them. They won't get
02:55the automatic reply and then when I am out of office, so next time I can just
03:00re-enable it and actually edit it by changing the date.
03:03So I can double click this and I would go into my Reply Text and just change
03:07the dates, my return date for example. I am going to click Cancel right here,
03:11Cancel right here and I will disable that until I am ready to leave the office.
03:16When you are done with the Rules, just click Close and your rules will be
03:20set up if you would enable them. Automatic replies will go out.
03:24So just to recap, if you are on an Exchange Server, you can actually use the
03:28Out of Office Assistant to do what we just did, but if you are not on an
03:31Exchange server, no problem. Just set up a rule like we did just now to have
03:36automatic replies go out. Your messages continue to come in. They will pile up
03:39in your Inbox but at least people will know that you are not able to get back to them.
Collapse this transcript
Customizing toolbars
00:00In this lesson, we are going to talk about how you can customize your workspace
00:04to appear just how you like it. So you had a few options in previous versions
00:08of Entourage. Now you have full control over what buttons appear or don't
00:12appear on your toolbars.
00:14So what we are going to do, you can see I am in my To Do List right now and as
00:18I am checking off items as they are done, I decide this would be nice if I get
00:22print out this list. Well, there is no Print button up here on my toolbar.
00:25I have to go up to File and Print. Maybe it would be nice, I do a lot of
00:28printing, if we have that button up here. And maybe there are some items up here
00:32that I never use. I would like to be able to remove them from my toolbar.
00:35Well, there is a couple of different ways you can access the ability to
00:39customize your toolbar. You can go up to the View menu and you will notice that
00:43from here, Customize Toolbar does appear. Or you can right-click on the toolbar,
00:49Ctrl-click if you have got a single button mouse and that displays the pop-up
00:53menu where you can also choose Customize toolbar right from here.
00:57Now just before we customize our toolbar you do have some other options.
01:00By default you are viewing the icon with text underneath. You can view the icon
01:05only by clicking Icon Only. Then you really have to know your icons. You can
01:10right-click or Ctrl-click with the single button mouse and choose Text Only.
01:14Now you are just viewing text. That creates a little extra space to add some
01:18new options. I am going to right-click again, go back to Icon and Text but I am
01:23also going to switch to small size. So another right-click and down to Use
01:27Small Size gives me some additional space as well.
01:30All right, let's go back to customize our toolbar. Now I will right-click.
01:34Customize Toolbar. Now from this window you will see that Use Small Size
01:38selected. Icon and Text, we have those options here but now we also have the
01:43ability to drag buttons to our toolbar, buttons that we're going to use and
01:47take buttons that we're not going to use off.
01:49Let's say we don't use My Day. We can click on it here, drag it right off, when
01:53you see the puff of smoke let go and it's gone. Here is out Print icon. We can
01:58drag that up. Now you can see as I move there is a space that's kind of created
02:03for me and that's because we have got a flexible space in here.
02:06Notice that we can also put in separators. So a single line separator, we can
02:11put in a space. We can use a flexible space as well that will expand or
02:15contract as we add and remove buttons. So let's say that we also use out links
02:20a lot. I am going to add Links up here. It creates a little space for me.
02:24I don't want the To Do option. I am going to pull that off. I don't like the
02:28Status icon either. I am going to put in maybe something else like the Toolbox.
02:35Then I realize, hey, I have made a real mess of this. I don't remember what was
02:38there originally. Well, the nice feature is that if you get all messed up you
02:43can drag the original default set. So by coming down here, clicking and
02:47dragging that right up to the top and releasing and you will be back where you started.
02:52So when you are done customizing your toolbar, click the Done button down below
02:56to save your changes and you will see your new toolbar up across the top. So a
03:01brand new feature built into Entourage. Now it has the ability to create a
03:05workspace that works for you by customizing your toolbar.
Collapse this transcript
Managing events and tasks in Calendar
00:00If you are accustomed to using the calendar in Entourage, here in Entourage
00:042008 you are going to notice an improved Calendar interface. It's been
00:08redesigned to make it easier for you to manage your events and your tasks.
00:13You can color code events using categories. It's easy to create new events just
00:17by clicking and dragging and you can even do your To Do List right beside your
00:21Calendar now.
00:22So we are going to look at all of these in this lesson and you can see I have
00:25already switched over to my calendar. If you haven't go ahead and click your
00:28Calendar icon up here and we are going to switch our view. You can see we have
00:31got Day, we have got Work Week, Week and Month.
00:35Let's go to the Work Week and I am going to move to next week here where I have
00:39got some blank space. All we are going to do is create a brand new event. Now,
00:43we can go up to our New Button right here and give it a click and then fill in
00:47the blanks or if you want to quickly create something, let's say from 10 to 12
00:52on Monday, you can just click and drag from 10, down to 12 and release.
00:57You have got your new event.
00:59Now you are inside the new event and New Event is highlighted, so you are ready
01:03to type. Let's say it's Status Meeting and when I hit Return you can see it's
01:10locked in. It's also got a reminder set up for me. If I want to make any
01:14adjustments to the defaults I can do that just by double clicking the event.
01:18So there is the actual subject, Status Meeting. If I want to choose a location,
01:22I am going to type in Boardroom A and if I want to make any changes to the
01:27dates and the times, that's already in there for me. The duration is set to two
01:30hours because that's what I clicked and dragged on the calendar, occurs only
01:34once. I can change that to a Repeating. So that's every Monday at that time. Or
01:39if it's the 17th day of every month.
01:41You can see the options I have. I can even go to Custom like always. I am going
01:45to choose Every Monday to make it a recurring event and down below you can see
01:49the reminder is turned on for me by default and set to 15 Minutes. That was all
01:53part of creating that event quickly by clicking and dragging. Of course, I can
01:57make changes to that if I want to using the arrows or just come in here and
02:01type in a value.
02:02All right, when I am done making changes of course, if I close this without
02:07saving I will be warned to save it. I am on the way out but you can save at any
02:11time. Notice now it's a recurring meeting. I now see the place where this
02:15meeting is taking place and the title and if I move to next week we should see
02:19it from 10-12 there it is on the 24. We move over to the next week, same thing,
02:25I have got a recurring meeting going on here on Monday.
02:28Now that's just clicking and dragging to create a brand new meeting. The other
02:32thing that we can do is color code these. Right now you can see the color that
02:36showing up is this blue color. Now if I click on the actual meeting so it's
02:40selected and go to my Categories drop- down, you can see that the default color
02:45blue is because I haven't assigned a category, but I have all of these other
02:49color codes representing different categories like family, friends, holiday,
02:53down below is Work.
02:55I am going to click on that one. You can see how it changes color now to
02:59indicate that this is under the Work category. Okay let's go over to Friday
03:03here and I am going to click and drag from noon, I am going to drag all the way
03:08down to 5. I am going to take that time off. So I am going to type in Vacation
03:14Leave.
03:16Now if I wanted to type in a Location I could, just click down here and
03:20highlight location. Type whatever I like in here. I am going to type in Out of
03:24Office. And I am inside, I have got that default reminder as well but of
03:29course, when I click or double click to lock it in, I can go back and make
03:34changes at any time.
03:35So I am going to double click it now to open this up and I am going to change
03:38the category here for this one to -- let's go to Holiday right there and this
03:45is also Personal. Notice that I can check off more than one check box if I want
03:50doing it this way. I am going to leave it as Holiday, click OK.
03:53I am going to save my changes by going up to File and Save or Command+S before
03:58I close. You can see that it's now color coded to show that I am going to be
04:03out of the office and that's for personal reason. So I have got a vacation
04:07leave going on there.
04:09So the other thing that you can do that's brand new to the calendar is display
04:12your To Do List right beside your Calendar. As soon as you move to the Calendar
04:17View, it doesn't really matter which you are in, whether it's Week or Month or
04:20Day, you have got the To Do List button right up here now on your toolbar and
04:24clicking this, squeezes it in over here on the right-hand side.
04:28Now if I want less room for my To Do List, no problem. I can click and drag
04:32left and right to create more or less room. My calendar will adjust
04:35automatically to accommodate whatever size I choose for my To Do List. So I can
04:41access my To Do List right from here. I have the options to Delete and change
04:46categories and everything for my To Do List. If I want the To Do List showing
04:50up here on my Calendar, I will just click the same button I turned it on to
04:53turn it off.
04:55So a new and improved interface here in your calendar, making it easier for you
04:59to create new tasks. Just click and drag. Go back and make changes if you need
05:03to but if the defaults are fine. You have a new event and new task showing up
05:08in your calendar just like that. We have also got the ability to view our To Do
05:12List and color code things, so it's easier to look at and manage your events.
Collapse this transcript
Conclusion
Goodbye
00:00So there you have it. You should now be feeling more comfortable with the many
00:04new and improved features in Microsoft Office for Mac 2008. I think you will
00:09find that once you get used to the new interface, this latest release of
00:13Microsoft Office for the Mac is the most intuitive one yet. This is David
00:17Rivers saying, so long, have fun and I hope to see you again in another
00:22lynda.com title.
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