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Solution: Create a worksheet template with a dropdown menu

From: Office for Educators

Video: Solution: Create a worksheet template with a dropdown menu

For this challenge, I started with the Headers document which was found in the Exercise File. I chose to use a header that had a basic rubric built into it, as well as a place for the date and the class. I'm going to highlight this entire header and then copy it using the keyboard commands Ctrl+C on a PC or Cmd+C on a Mac. I'm going to go the File and just open up a new blank document. Here, I'm just going to click on the Blank Document. To access the header area, I'm going to double-click inside the header of the document and I'm going to go ahead and use the keyboard command of Ctrl+V or Cmd+V to paste it.

Solution: Create a worksheet template with a dropdown menu

For this challenge, I started with the Headers document which was found in the Exercise File. I chose to use a header that had a basic rubric built into it, as well as a place for the date and the class. I'm going to highlight this entire header and then copy it using the keyboard commands Ctrl+C on a PC or Cmd+C on a Mac. I'm going to go the File and just open up a new blank document. Here, I'm just going to click on the Blank Document. To access the header area, I'm going to double-click inside the header of the document and I'm going to go ahead and use the keyboard command of Ctrl+V or Cmd+V to paste it.

Now the first thing you will notice is that there is some formatting areas with the page. It seems my margins are a little bit too wide to allow this header. To do that, I'm going to simply go up to the Page Layout section. On the left-hand side, choose Margins and I'm going to come down to a narrow margin setting of a half inch on each side. There we go, that seems to be appropriate. I'm going to clean up that extra space at the top and now I'm ready to start adding some of my form elements. The first form element I'm going to add is the Date section. I'm just going to go ahead and highlight this entire date bar that I've done. Please notice I'm leaving a space between the line that I've highlighted and the colon after the word Date.

That way, when my formatting comes in, there'll still be a space there. To insert the form place holder, I'm going to go to the Developer section of the ribbon. I'm going to come over to the Content controls and I'm going to choose the Date Picker. So now, I have the ability to drop down this menu and quickly choose a date. I'm just going to go ahead and choose today's date. I'm going to do the same thing for Class, but class is going to be a little different. Once again, I'm leaving a space after colon on class. I'm going to come over to the Control section, but this time, I'm going to choose a drop-down list Content Control.

By default, there's only one thing added to that and that just says Choose an Item. What we need to do now is add in our different classes. With the form element selected, I'm going to click on Properties just to the right of the Content controls. Here, I'm going to come down to the drop-down list properties. I'm going to go ahead and click on this Choose an Item that was there by default and go ahead and modify that. Let's make this first one 7th Grade. Because this drop-down menu item was already there, I have to go ahead and paste in a value to it.

As I continue to add new ones though using the Add button, it'll automatically type that text for me. There was 8th Grade and let's go ahead and add 6th Grade as well. Now I could have simply left the Choose an Item option. But if for some reason I was in a rush and I forgot to drop down one of these menu items, I want something showing up that's different than Choose an Item. So this way, by default, it's going to probably be the 7th Grade. However, if I make worksheets for 8th Grade more often, I may want 8th Grade to be the default. To do that, I'm going to select 8th Grade from the drop-down list properties.

And I'm going to click the Move Up button. That will reorder them so it's now eighth, seventh, and sixth. I can go ahead and click OK. Going into into the drop-down menu, I can obviously select 7th and 6th Grade as well. At this point, we've got our header formatted, we've got our form-filled placeholders in place. The last thing to do is to save it as a template file. To do that, I'm going to click on the file menu in the upper left-hand corner, choose Export, change the File Type and select Template. I'm going to make sure that I'm saving this in the Custom Office Templates folder.

There, you can see our Science Lesson Plan template is still there. And I'm going to go ahead and title this Class_Work_Template and click save. So now, anytime I'd like to access this template, all I have to do is go to File > New. I can take a look in my Personal templates. And there's my Class_Work_Template that I can quickly open up, change the date, change the class, and quickly create new classwork with a built-in grading rubric.

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This video is part of

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Office for Educators

59 video lessons · 3029 viewers

Aaron Quigley
Author

 
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  1. 2m 9s
    1. Welcome
      40s
    2. Using the exercise files
      26s
    3. Office at Orange Valley School
      36s
    4. What you should know before watching this course
      27s
  2. 1m 37s
    1. Exploring Office versions
      33s
    2. Using Office as an educator
      36s
    3. Using Office desktop and online applications
      28s
  3. 7m 24s
    1. Creating lesson plan templates
      3m 25s
    2. Adding form-field placeholders
      3m 59s
  4. 13m 11s
    1. Formatting headers and footers
      3m 9s
    2. Using AutoText
      2m 9s
    3. Writing math equations
      3m 34s
    4. Using charts and graphs
      4m 19s
  5. 13m 20s
    1. Using tables to create rubrics
      4m 21s
    2. Grading papers with Track Changes and Comments
      3m 49s
    3. Creating grade reports with mail merge
      5m 10s
  6. 4m 23s
    1. Challenge: Create a worksheet template with a dropdown menu
      49s
    2. Solution: Create a worksheet template with a dropdown menu
      3m 34s
  7. 40m 51s
    1. Creating a gradebook
      1m 3s
    2. Understanding cells
      2m 50s
    3. Creating the gradebook layout
      3m 29s
    4. Creating a dropdown list of assignment types
      3m 36s
    5. Writing the grade calculation functions
      5m 44s
    6. Using conditional formats
      5m 45s
    7. Setting the print area
      3m 17s
    8. Adding headers and footers
      2m 28s
    9. Adding list sorting
      2m 38s
    10. Freezing frames and cleaning up
      2m 43s
    11. Replicating sheets
      2m 0s
    12. Challenge: Write a conditional format
      58s
    13. Solution: Write a conditional format
      4m 20s
  8. 35m 28s
    1. Creating a PowerPoint presentation
      22s
    2. Selecting and modifying templates
      4m 1s
    3. Enhancing student engagement with animations
      6m 37s
    4. Utilizing transitions
      4m 42s
    5. Adding graphs and charts
      4m 17s
    6. Adding and configuring media
      4m 18s
    7. Creating handouts and posters
      4m 10s
    8. Configuring presentation settings
      3m 13s
    9. Challenge: Fade transitions to simulate animated graph elements
      37s
    10. Solution: Fade transitions to simulate animated graph elements
      3m 11s
  9. 8m 57s
    1. Adding a school email account and syncing to a remote calendar
      40s
    2. Setting up email accounts
      22s
    3. Creating calendars by class
      3m 2s
    4. Contact notes and groups
      2m 22s
    5. Challenge: Adding an online calendar
      47s
    6. Solution: Adding an online calendar
      1m 44s
  10. 13m 4s
    1. Creating centralized file storage
      3m 59s
    2. Creating a home-office-to-school workflow
      1m 13s
    3. Surveying students
      3m 59s
    4. Challenge: Create a shared phone log using a survey
      54s
    5. Solution: Create a shared phone log using a survey
      2m 59s
  11. 14m 32s
    1. Creating a class website
      31s
    2. Using SharePoint to share information
      42s
    3. Student collaboration
      3m 58s
    4. Teacher collaboration
      5m 21s
    5. Challenge: Add a grading rubric to a SharePoint student site
      49s
    6. Solution: Add a grading rubric to a SharePoint student site
      3m 11s
  12. 41s
    1. Next steps
      41s

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