Professional Documents
Culture Documents
UNIT - II
CHAPT
ER
2
Office Automation Using
MS-Office
Synopsis
2.1 Learn Word:
Creating/Saving of Document
Editing and Formatting Features
Designing a title page, Preparing Index,
Use of SmartArt
Cross Reference, Bookmark and Hyperlink.
Mail Merge Feature.
2.2 Spreadsheet application (e.g. MS-Excel/ openoffice.org)
Creating/Saving and editing spreadsheets
Drawing charts.
Using Basic Functions: text, math & trig, statistical, date & time,
database, financial, logical
Using Advanced Functions: Use of VLookup/HLookup
Data analysis – sorting data, filtering data (AutoFilter , Advanced
Filter), data validation, what-if analysis (using data
tables/scenarios), creating sub-totals and grand totals, pivot
table/chart, goal seek/solver,
2.3 Presentation Software
To Create a presentation with minimum 20 slides with a script.
Presenting in different views,
Inserting Pictures, Videos, Creating animation effects on them
Slide Transitions, Timed Presentations
Rehearsal of presentation
Review Questions
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CREATING AND SAVING DOCUMENT
Creating of Document
Saving of Documents
Normally, while designing the Title Page, the Title is typed in CAPITAL
LETTERS with BIGGER SIZE Font with CENTERED Text.
PREPARING INDEX
USE OF SMARTART
Step 1:
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Click on “Insert” tab located at the top left corner of the “Word” window. After
clicking, a ribbon toolbar will appear providing numerous options like paging
options, tables, illustrations, symbols etc.
Step 2:
Choose one of the SmartArt Graphics from the left section of the “SmartArt
Graphic” window.
You can also select your SmartArt from the “All” List in the right section of the
given window.
For instance, we’ve selected a “Basic Process” diagram which shows a
progression or sequential steps in a task, process or workflow. To select this, click on
“Process” located at the left section of the “SmartArt Graphic” window & select
“Basic Process”. Click on “OK” to use this diagram.
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Step 3:
Now, type the parameters in the given “Text Pane” window which are used in
this workflow.
For instance, we’ve entered the basic process in the development of a software.
We have included stages like Basic, Intermediate & Advanced.
CROSS REFERENCE
3. In the Reference type box, click the drop-down list to pick what you want to
link to. The list of what's available depends on the type of item (heading, page
number, etc.) you're linking to.
4. In the Insert reference to box, click the information you want inserted in the
document. Choices depend on what you chose in step 3.
5. In the For which box, click the specific item you want to refer to, such as
"Insert the cross-reference."
6. To allow users to jump to the referenced item, select the Insert as
hyperlink check box.
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BOOKMARK
Jump to a bookmark
Go to a bookmark by typing Ctrl+G to show the Go To tab in the Find and
Replace dialog box. Under Go to what, click Bookmark. Enter or choose the
bookmark name and click Go To.
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HYPERLINK
You can add hyperlinks to your document that give your readers instant access
to information in another part of the same document. The hyperlink can be text or
graphics. By using hyperlinks, you can provide information to your readers without
repeating the same information on different pages.
How to add hyperlink:
1. Select the text or object you want to use as a hyperlink.
2. Right-click and then click Hyperlink Hyperlink button .
3. Under Link to, click Place in This Document.
4. In the list, select the heading or bookmark that you want to link to.
This article explains how to use the Mail Merge feature in Microsoft Word to
create and to print form letters by using data from a Microsoft Excel worksheet.
When you use the Word Mail Merge feature, Word merges a main document
with a recipient list to generate a set of output documents:
The main document contains the basic text that is the same in all of the output
documents. It may contain a letterhead, text, and instructions in merge fields for
inserting text (such as recipient names and addresses) that vary from one output
document to another.
The recipient list is a database that contains the data that is to be merged into the
output documents. For example, the recipient list is a Microsoft Access database file
or an Excel worksheet.
This database is typically a list of names, addresses, phone numbers, and other
categories of personal information.
The output documents are the result of the mail merge. The text in an output
document can be the same in all output documents, but you can apply formatting to
specific documents.
Notes
For advanced sorting and filtering, click the arrow next to any column name,
and then click (Advanced). Use the Filter Records and Sort Records tabs to set up the
sorting or filtering query that you want.
If you have installed address validation software, click Validate in the Mail
Merge Recipients dialog box to validate your recipients' addresses.
Click OK to return to the Mail Merge Wizard.
Word uses the recipients that you designated for the merge.
Click Next: Write your letter.
Greeting line:
Click OK.
If the Match Fields dialog box appears, Word may be unable to find some of the
information it needs for the greeting line. Click the arrow next to (not available), and
then select the field from your data source that corresponds to the field required for
the mail merge.
Electronic postage:
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To add electronic postage, you must first install an electronic postage program,
such as one that you can purchase from a third-party provider on the Web. To use
electronic postage, follow these steps:
Click Electronic postage.
If you do not have an electronic postage program installed, Word prompts you
to install one, and offers to connect to the following Microsoft Office Web site:
CREATING SPREADSHEET
SAVING SPREADSHEET
2. In the Split Workbook dialog box, please check the worksheet name you need
to save in the Worksheet name box, and in the Options section, check the
Specify save format box, then select Excel Workbook(*.xlsx) or other options
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such as csv, text, pdf as you need, and finally click the Split button.
3. In the Browse For Folder dialog box, choose a folder to save this new file, and
then click the OK button.
EDITING SPREADSHEET
c. In the Name box, type the name that you want to use for the parameter.
d. Click OK.
DRAWING CHART
Charts are used to display series of numeric data in a graphical format to make
it easier to understand large quantities of data and the relationship between different
series of data.
To create a chart in Excel, you start by entering the numeric data for the chart
on a worksheet. Then you can plot that data into a chart by selecting the chart type
that you want to use on the Insert tab, in the Charts group.
1. Worksheet data
2. Chart created from worksheet data
Excel supports many types of charts to help you display data in ways that are
meaningful to your audience. When you create a chart or change an existing chart,
you can select from a variety of chart types (such as a column chart or a pie chart)
and their subtypes (such as a stacked column chart or a pie in 3-D chart). You can
also create a combination chart by using more than one chart type in your chart.
Example of a combination chart that uses a column and line chart type.
Create a chart
For most charts, such as column and bar charts, you can plot the data that you
arrange in rows or columns on a worksheet into a chart. However, some chart types
(such as pie and bubble charts) require a specific data arrangement.
1) On the worksheet, arrange the data (as given below) that you want to plot in a
chart. In columns or rows, such as:
Year Apples Oranges Bananas
2013 800 600 50
2014 600 700 550
2015 50 90 150
continuous range, you can select non-adjacent cells or ranges with Ctrl+Left-Click,
as long as the selection forms a rectangle. You can also hide any rows or columns you
don't want to plot in the chart.
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3) On the Insert tab, in the Charts group, do one of the following:
Click the chart type, and then click a chart subtype that you want to use.
Chart dialog box, and then click the arrows to scroll through the chart types.
Tip A ScreenTip displays the chart type name when you rest the mouse
pointer over any chart type or chart subtype.
4) By default, the chart is placed on the worksheet as an embedded chart. If you
want to place the chart in a separate chart sheet, you can change its location by
doing the following:
Click anywhere in the embedded chart to activate it. This displays Chart
Tools, adding the Design, Layout, and Format tabs.
On the Design tab, in the Location group, click Move Chart.
5) Excel automatically assigns a name to the chart, such as Chart1 if it is the first
chart that you create on a worksheet. To change the name of the chart, do the
following:
a) Click the chart.
b) On the Layout tab, in the Properties group, click the Chart Name text box.
c) Type a new name.
d) Press ENTER.
Modify a Chart
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After you create a chart, you can modify any one of its elements. For example,
you might want to change the way that axes are displayed, add a chart title, move or
hide the legend, or display additional chart elements.
To modify a chart, you can do one or more of the following:
Change the display of chart axes
You can specify the scale of axes and adjust the interval between the values or
categories that are displayed. To make your chart easier to read, you can also add tick
marks to an axis, and specify the interval at which they will appear.
Add titles and data labels to a chart
To help clarify the information that appears in your chart, you can add a chart
title, axis titles, and data labels.
Add a legend or data table
You can show or hide a legend, change its location, or modify the legend
entries. In some charts, you can also show a data table that displays the legend keys
and the values that are presented in the chart.
Apply special options for each chart type
Special lines (such as high-low lines and trend-lines), bars (such as up-down
bars and error bars), data markers, and other options are available for different chart
types.
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Text
Statistical
Average()
To calculate the average of a range of cells, use the AVERAGE function.
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Averageif()
To average cells based on one criteria, use the AVERAGEIF function. For example,
to calculate the average excluding zeros.
Note: <> means not equal to. The AVERAGEIF function is similar to the
SUMIF function.
Median()
To find the median (or middle number), use the MEDIAN function.
Check:
Mode()
To find the most frequently occurring number, use the MODE function.
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Standard Deviation
To calculate the standard deviation, use the STEDV function.
Min()
To find the minimum value, use the MIN function.
Max()
To find the maximum value, use the MAX function.
Large()
To find the third largest number, use the following LARGE function.
32 Information Technology in Business Management - I (Sem. III)
Check:
Small()
To find the second smallest number, use the following SMALL function.
Note: Dates are in US Format. Months first, Days second. This type of format
depends on your windows regional settings. Learn more about Date and Time
formats.
Note: use the MONTH and DAY function to get the month and day of a date.
Date() Function
1. To add a number of days to a date, use the following simple formula.
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2. To add a number of years, months and/or days, use the DATE function.
Note: the DATE function accepts three arguments: year, month and day. Excel
knows that 6 + 2 = 8 = August has 31 days and rolls over to the next month (23
August + 9 days = 1 September).
Note: use the TODAY function to get the current date only. Use NOW()-
TODAY() to get the current time only (and apply a Time format).
Note: use the MINUTE and SECOND function to return the minute and second.
Time() Function
To add a number of hours, minutes and/or seconds, use the TIME function.
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Database
Financial Functions
PMT()
Select cell A2 and insert the PMT function.
Note: The last two arguments are optional. For loans the Fv can be omitted (the
future value of a loan equals 0, however, it's included here for clarification). If Type
is omitted, it is assumed that payments are due at the end of the period.
Result. The monthly payment equals $1,074.65.
Tip: when working with financial functions in Excel, always ask yourself the
question, am I making a payment (negative) or am I receiving money (positive)? We
pay off a loan of $150,000 (positive, we received that amount) and we make monthly
payments of $1,074.65 (negative, we pay).
RATE()
If Rate is the only unknown variable, we can use the RATE function to calculate
the interest rate.
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NPER()
Or the NPER function. If we make monthly payments of $1,074.65 on a 20-year
loan, with an annual interest rate of 6%, it takes 240 months to pay off this loan.
We already knew this, but we can change the monthly payment now to see how
this affects the total number of periods.
PV()
Or the PV (Present Value) function. If we make monthly payments of $1,074.65
on a 20-year loan, with an annual interest rate of 6%, how much can we borrow? You
already know the answer.
FV()
And we finish this chapter with the FV (Future Value) function. If we make
monthly payments of $1,074.65 on a 20-year loan, with an annual interest rate of 6%,
do we pay off this loan? Yes.
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But, if we make monthly payments of only $1,000.00, we still have debt after 20
years.
Logical Functions
1. Select cell C2 and enter the following function.
The IF function returns Correct because the value in cell A1 is higher than 10.
AND() Function
The AND Function returns TRUE if all conditions are true and returns FALSE if
any of the conditions are false.
1. Select cell D2 and enter the following formula.
The AND function returns FALSE because the value in cell B2 is not higher
than 5. As a result the IF function returns Incorrect.
OR() Function
The OR function returns TRUE if any of the conditions are TRUE and returns
FALSE if all conditions are false.
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1. Select cell E2 and enter the following formula.
The OR function returns TRUE because the value in cell A1 is higher than 10.
As a result the IF function returns Correct.
Use of VLookup/HLookup
VLOOKUP allows you to search a table that is set up vertically. That is, all of
the data is set up in columns and each column is responsible for one kind of data. In
the Student Record example, there would be a separate column of data for Student
Names, one for Student ID numbers, etc.
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HLOOKUP is the exact same function, but looks up data that has been formatted
by rows instead of columns.
4. The Function Wizard for VLOOKUP will then display. The 4 values talked
about above (lookup_value, table_array, col_index_num, range_lookup) are
required by the function. Each line for each value required. If you put the cursor
into the first line for lookup_value, down below it explains what the
lookup_value is for your reference. Similar information is displayed when the
cursor is in any of the other fields.
5. Enter in the lookup_value either by typing in the number for the cell, or, by
selecting the cell on the worksheet.
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6. Enter in the table_array by typing in the numbers for the cells, or, by selecting
the group of cells on the worksheet.
7. Enter in the number for column which contains the data that you wish to obtain
in the col_index_num area.
8. Enter into the range_lookup field the value TRUE if the function should accept
the closest value to your lookup_value without going over or FALSE if an exact
match is required.
9. Hit OK when ready.
DATA ANALYSIS:
Sorting data
Types of sorting
When sorting data, it's important to first decide if you want the sort to apply to
the entire worksheet or just a cell range.
Sort sheet organizes all of the data in your worksheet by one column. Related
information across each row is kept together when the sort is applied. In the
example below, the Contact Name column (column A) has been sorted to
display the names in alphabetical order.
Sort range sorts the data in a range of cells, which can be helpful when working
with a sheet that contains several tables. Sorting a range will not affect other
content on the worksheet.
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To sort a sheet:
In our example, we'll sort a T-shirt order form alphabetically by Last
Name (column C).
1. Select a cell in the column you want to sort by. In our example, we'll select
cell C2.
2. Select the Data tab on the Ribbon, then click the Ascending command to
Sort A to Z, or the Descending command to Sort Z to A. In our example,
we'll click the Ascending command.
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3. The worksheet will be sorted by the selected column. In our example, the
worksheet is now sorted by last name.
To sort a range:
In our example, we'll select a separate table in our T-shirt order form to sort the
number of shirts that were ordered on different dates.
1. Select the cell range you want to sort. In our example, we'll select cell
range A13:B17.
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2. Select the Data tab on the Ribbon, then click the Sort command.
3. The Sort dialog box will appear. Choose the column you want to sort by. In our
example, we want to sort the data by the number of T-shirt orders, so we'll
select Orders.
6. The cell range will be sorted by the selected column. In our example, the Orders
column will be sorted from lowest to highest. Notice that the other content in
the worksheet was not affected by the sort.
Office Automation Using MS-Office 45
4. Click in the Criteria range box and select the range A1:D2 (blue).
5. Click OK.
Notice the options to copy your filtered data set to another location and display
unique records only (if your data set contains duplicates).
Result.
No rocket science so far. We can achieve the same result with the normal filter.
We need the Advanced Filter for Or criteria.
OR Criteria
To display the sales in the USA in Qtr 4 or in the UK in Qtr 1, execute the
following steps.
6. Enter the criteria shown below on the worksheet.
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7. On the Data tab, in the Sort & Filter group, click Advanced, and adjust the
Criteria range to range A1:D3 (blue).
8. Click OK.
Result.
Formula as Criteria
To display the sales in the USA in Qtr 4 greater than $10.000 or in the UK in Qtr
execute the following steps.
9. Enter the criteria (+formula) shown below on the worksheet.
10. On the Data tab, in the Sort & Filter group, click Advanced, and adjust the
Criteria range to range A1:E3 (blue).
11. Click OK.
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Result.
Data validation
Input Message
Input messages appear when the user selects the cell and tell the user what to
enter.
On the Input Message tab:
1. Check 'Show input message when cell is selected'.
2. Enter a title.
3. Enter an input message.
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Error Alert
If users ignore the input message and enter a number that is not valid, you can
show them an error alert.
On the Error Alert tab:
1. Check 'Show error alert after invalid data is entered'.
2. Enter a title.
3. Enter an error message.
4. Click OK.
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Data Validation Result
1. Select cell C2.
Result:
Pivot table/chart
Note: any changes you make to the pivot chart are immediately reflected in the
pivot table and vice versa.
Filter Pivot Chart
To filter this pivot chart, execute the following steps.
1. Use the standard filters (triangles next to Product and Country). For example,
use the Country filter to only show the total amount of each product exported to
the United States.
3. Choose Pie.
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4. Click OK.
Result:
Goal seek/solver
=GoalSeek
When using the goal seek function, Excel varies the value in a cell that you
specify until a formula that's dependent on that cell returns the result you want. It is
very useful for quickly solving any formula for a single unknown value. If you've
used the solver on a TI-83+, the method is very similar. This example will use Excel
to solve a formula for the ideal path of a projectile.
Solver - Optimization
Example 1
You are asked to design a cylindrical can that holds a
given volume (12 oz) with a minimum of heat loss. Heat loss is
proportional to the surface area, so you want to minimize the
surface area. You can solve this analytically with a little
calculus or you can use Excel's solver.
Hints:
Surface area of a cylinder = top + bottom + side = πr2 + πr2 + 2πrh
Volume of a cylinder = πr2h
Excel has a function - pi() - that returns the value of π.
Units need to match - ounces to inches
Minimize surface area equation
Height and radius are the variables that can change
Volume = 12oz is a constraint
Slide Transition
Slide transitions are the animation-like effects that occur when you move from
one slide to the next during a presentation. You can control the speed, add sound, and
customize the properties of transition effects.
2. On the Transitions tab, find the effect that you want in the Transition gallery.
Click the More button to see the entire gallery. Click the effect that you want
for that slide to select it or to see a preview.
3. Click Effect Options to change how the transition occurs – for example, what
direction the slide enters from.
4. Optional:
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To set how fast the transition goes, enter a time in the Duration box. Set
the number higher to make the transition go slower. For more about
transition timing, see Set the speed and timing of transitions.
To add sound to your transition, select a sound in the Sound box, or
select Other Sound to choose a sound from your computer.
If you want all slides in the presentation to transition the same way,
click Apply To All.
5. Click Preview to see what the transition looks like with all the settings.
Remove a transition
Remember that a transition applies to a slide’s entrance, not how it exits. So if
you want to remove the exit effects for slide 2, remove the transition from slide 3.
Click the slide that you want to have no transition. Then on
the Transitions tab, in the Transitions gallery, click None.