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Working with SmartArt

From: Word 2007 Essential Training

Video: Working with SmartArt

SmartArt in Word 2007 is maybe my favorite feature. A SmartArt graphic can be a graphical list, it could be a process diagram, an org chart, all kinds of different choices. In fact any graphic that you might want to use to visually communicate information to your audience. Now there's quite a wide range to choose from in Microsoft Word 2007 so we'll explore the choices first and then we'll work with two different kinds of SmartArt graphics. And we want to do this on a new blank document page so let's go up to our Office button.

Working with SmartArt

SmartArt in Word 2007 is maybe my favorite feature. A SmartArt graphic can be a graphical list, it could be a process diagram, an org chart, all kinds of different choices. In fact any graphic that you might want to use to visually communicate information to your audience. Now there's quite a wide range to choose from in Microsoft Word 2007 so we'll explore the choices first and then we'll work with two different kinds of SmartArt graphics. And we want to do this on a new blank document page so let's go up to our Office button.

Click on New and make sure Blank Document is selected before you click on Create. OK, so here we are we. A nice clean canvas ready to insert our first SmartArt and that means going to the Insert tab on the ribbon and then clicking on SmartArt. Okay so here are the choices I was talking about, that wide a variety. Right now All is selected for the categories so you can see List is the first one and as we scroll down, we get into the process graphics and below that we'll see cycle and so on.

But if we're only interested in, say, we want create a, org chart, we would come over here and click right on the category like Hierarchy and narrows it down so we're seeing our seven choices and let's go with this one right here, the second one. As we click on them, we get a little bit of a brief description on the right-hand side of what we might use it for. OK. So let's select the second one and then click okay. So the default shows up, the default layout, the default number of boxes, the font, the look, colors, you name it. But all of this can be adjusted.

Now we can type text right inside the box by clicking. I'm going to do that, type in my name. The other thing that could happen is a text pane may have opened up for you. It depends what was used last. And the text pane can be activated here in the Create Graphic group. So you can see David Rivers is entered here and I've got my two levels here and here and then my third level underneath those people here. So if I wanted to, I can click right in here in my text pane to type in my text. So I'm going to type in Karen Corey.

And over here the other person reporting to the me is going to be Norma Thorne. It really doesn't matter what names you type in here, I just want to show you how it wraps around and adjusts the size of the font to fit the box nicely. We can close this text pane any time and then just click in the boxes if you prefer to enter text that way. So I'm going to type in Jim Lee and that's the only person reporting the Karen Corey. So we've got an extra box. We'll worry about that in a second. The one person reporting to Norma, we'll type in Mark Wade.

OK, so this box we don't need. We just click on the border of the box to select it and on the keyboard hit your Delete key. So not only does it delete the actual box but it readjusts our entire graphic here to fit nicely on our page. OK, there's obviously a lot of things we can do with this, like changing the style and color scheme and so on. Right now though, what I'd like to do is just talk about how we move people around. For example, let's say Mark Wade is promoted to report directly to David Rivers.

No problem, we just click on that box for Mark Wade, and we have some options up here under the Create Graphic group we can promote that person. And you can see they move up the level everything else gets readjusted, hence the name Smart Art. And maybe this person needs to be demoted. We can click Demote and you can see that person automatically goes under Karen Corey. So this person if I needed to move to the right or the left I could by clicking this button. You can see how we just flip -flopped them. Very cool.

OK, how about the look and the format of our actual org chart here or hierarchy? Well, you'll notice we do have layouts and we initially chose this layout but if we liked other layouts, we could just hover over them to see them and realize that, yeah, this the one I want to keep so we just keep it selected. And now let's look at the colors. We'll click Change Colors and you can see we've got Primary, Colorful, Accent 1 and our current selection is right here, Accent 2 has some that kind of match up with our theme, our Eat Cake Patisserie.

And as we hover over those we get to see what they're going to look like. Kind like this first one under Accent 2, so I'm going to click on it. So that's the colors. Now let's talk about the style. You can see the first one is selected here, but as we hover over other styles on the ribbon, we get a live preview of that as well. Now there are more than what we see here, so there's a scrollbar and there's a drop down. If we click the drop down and hover over some of these you get that live preview and it's really cool, some of the options especially under 3-D here.

So I'm actually going to choose a non-3-D option- we'll save that for next SmartArt graphic. And let's go up to, I don't know, I'm thinking maybe the fifth one here, this last was you. That's cool. We'll click on this one labeled the Intense Effect and the change is instantaneous. Very cool. That's just one kind a SmartArt graphic, let's explore another type. So to deselect this box, we would click off to the right here. You can see our cursor's flashing and I'm just going to hit Enter a couple of times to drop down.

We're going to insert another type now, so let's go back to our Insert tab and back to SmartArt. One that's kind of cool was under Process here, I want to show you. We've got a number of process diagrams that we can use and I kind of like this one down here called Process Arrows. If you give it a click you can see what would be used for and we've got some cooking instructions so we're going a use this one. By clicking OK, it gets inserted down below here in our document. I'll scroll down so you can see that better.

By default, you see our first circle here that will contain text is selected. So we can actually click in there and start typing. So let's fill in some information first and then we'll look at the formatting. So we'll type in "prepare" here and you can see how the font size is being adjusted to fit the circle. We'll click over here to the right in the text, the first bullet will be "sift." Click the next one and we'll type in "chop." Next circle. Let's come over here and let's type in "mix." And then next to that, we'll want to put in, how about "toss?" And then down here we'll type in "stir." And you can see what happens when things fit nicely, the font size is adjusted but it's not just adjusted for that particular area.

The entire diagram is adjusted so that it's consistent throughout, and that's why the word mix is not a very large font here, even though it could be larger and still fit. It's got to be the same size as prepare to be consistent. Let's do another one but we'll add an extra bullet here because that could happen, right? So "cook." And then in the cook phase we'll have three things. We'll do "sear" down here, we'll do " bake" and now we'll hit Enter on the keyboard to add a third one, which is "cool".

Right we'll click outside that selected box to see the end result. So far, so good. Now it's time to make this thing sizzle. So we're going to look at the styles first of all and I'm to click the drop-down to go straight to a whole list styles including these 3-D ones and as I hover over them, you can see they really are quite impressive. Different effects, some of them even have some perspective. Just kind of neat. And let's go up to the 3-D section here on the first row. And let's go to the second one here called Inset and give it a click.

Alright, that's looking kind of cool. Maybe a different color theme though would go better with our org chart above. So we'll change the colors, you see the order's not that important. We'll come down here and hover over some of these colors and you can see that that maybe is too light. It's a little too filled for me, a little too intense. This one over here is actually going to gradually decrease in intensity as you go through the steps and the arrows. So I'll try this one, Gradient Range. So prepare, you can see, is much brighter, more contrast, more vibrant than mix and then cook even less.

Alright, to deselect this we'll click off to the right to see the end results. Very nice. Now we can spend hours exploring SmartArt, but we have other topics to cover so take some time on your own and have fun experimenting with other types of SmartArt shapes and formatting.

Show transcript

This video is part of

Image for Word 2007 Essential Training
Word 2007 Essential Training

85 video lessons · 45760 viewers

David Rivers
Author

 
Expand all | Collapse all
  1. 40s
    1. Welcome
      40s
  2. 28m 24s
    1. Getting started with Word
      1m 21s
    2. Understanding the interface
      9m 23s
    3. Navigating the interface
      11m 24s
    4. Navigating documents
      6m 16s
  3. 18m 39s
    1. Creating new documents
      5m 25s
    2. Importing documents
      4m 35s
    3. Saving documents
      5m 41s
    4. Sending documents
      2m 58s
  4. 12m 35s
    1. Using Print Preview
      2m 45s
    2. Using Quick Print
      2m 31s
    3. Setting print options and printing
      7m 19s
  5. 23m 29s
    1. Selecting text
      3m 45s
    2. Formatting text
      5m 2s
    3. Using Find and Replace
      3m 35s
    4. Undo, Redo, and Repeat
      3m 26s
    5. Copying, pasting, and moving text
      4m 37s
    6. Showing formatting
      3m 4s
  6. 20m 30s
    1. Using indents
      3m 52s
    2. Setting justification
      3m 19s
    3. Changing line spacing
      4m 11s
    4. Setting tabs
      6m 10s
    5. Using the Highlighter
      2m 58s
  7. 38m 26s
    1. Changing margins
      5m 54s
    2. Changing orientation
      2m 29s
    3. Page numbering
      5m 41s
    4. Choosing paper size and source
      3m 59s
    5. Headers and footers
      7m 23s
    6. Applying a Page Background
      7m 56s
    7. Using Watermarks
      5m 4s
  8. 20m 10s
    1. Checking spelling and grammar
      4m 54s
    2. Finding synonyms
      3m 37s
    3. Looking up words and translations
      4m 55s
    4. Setting document proofing options
      6m 44s
  9. 23m 19s
    1. Modifying Environment settings
      7m 46s
    2. Modifying Display and Document settings
      6m 47s
    3. Modifying toolbars and keyboards
      8m 46s
  10. 15m 7s
    1. Creating a bulleted list
      7m 27s
    2. Creating a numbered list
      3m 36s
    3. Editing a list
      4m 4s
  11. 55m 28s
    1. Creating tables from scratch
      5m 29s
    2. Creating tables from text
      3m 25s
    3. Inserting an Excel spreadsheet
      5m 3s
    4. Modifying tables
      7m 44s
    5. Formatting tables
      7m 32s
    6. Making calculations in a table
      4m 13s
    7. Creating charts
      5m 44s
    8. Modifying chart data
      2m 8s
    9. Modifying chart appearance
      12m 29s
    10. Creating text from a table
      1m 41s
  12. 10m 18s
    1. Using Styles
      3m 3s
    2. Creating Styles
      3m 38s
    3. Editing and deleting Styles
      3m 37s
  13. 9m 21s
    1. Creating and using Building Blocks
      4m 27s
    2. Editing and organizing Building Blocks
      4m 54s
  14. 26m 23s
    1. Creating a Mail Merge
      13m 27s
    2. Creating a Data Source
      5m 21s
    3. Merging to create envelopes and labels
      7m 35s
  15. 8m 58s
    1. Sorting text
      4m 15s
    2. Sorting numbers
      2m 11s
    3. Sorting in tables
      2m 32s
  16. 10m 36s
    1. Creating Macros
      5m 40s
    2. Playing a Macro
      1m 46s
    3. Editing a Macro
      3m 10s
  17. 10m 13s
    1. Working with Newspaper Columns
      5m 31s
    2. Working with Parallel Columns
      4m 42s
  18. 24m 13s
    1. Working with Pictures and Clip Art
      10m 23s
    2. Working with Shapes
      5m 10s
    3. Working with SmartArt
      8m 40s
  19. 40m 40s
    1. Tracking changes
      7m 40s
    2. Reviewing changes
      3m 42s
    3. Sending and faxing documents
      3m 39s
    4. Password-protecting documents
      3m 4s
    5. Linking and embedding
      10m 7s
    6. Inspecting a document
      2m 43s
    7. Encrypting a document
      2m 45s
    8. Adding a digital signature
      7m 0s
  20. 30m 12s
    1. Creating cross-references
      3m 41s
    2. Creating a table of contents
      4m 8s
    3. Creating an index
      4m 43s
    4. Creating footnotes and endnotes
      7m 17s
    5. Using hyperlinks
      4m 24s
    6. Using bookmarks
      3m 26s
    7. Using a document map or thumbnails
      2m 33s
  21. 29s
    1. Goodbye
      29s

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