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SYLLABI-BOOK MAPPING TABLE
Office Automation Lab
Syllabi Mapping in Book
BLOCK I: MS-WORD
UNIT - 1: Working with Files: Creating and opening documents, Saving Unit 1: Working with Files
documents, Renaming documents, working on multiple documents. (Pages 1-14);
Working with Text - Formatting, Moving, copying and pasting text Unit 2: Styles
UNIT - 2: Styles: Apply a style, Apply from the Style dialog box, Create a (Pages 15-29);
new style from a model, Modify or rename a style, Delete style. Lists - Unit 3: Table Manipulations
Bulleted and numbered lists, Nested lists, Formatting lists. (Pages 30-39);
UNIT - 3: Table Manipulations: Graphics - Adding clip Art, Add an image Unit 4: Page Formatting
from a file, Editing graphics, Spelling and Grammar, AutoCorrect (Pages 40-58)
UNIT - 4: Page Formatting: Page margins, page size and orientation,
Header and footers, page numbers, Mail Merge. Macros - Recording a
macro, Running a macro- Web wizard - Using the Web Wizard, Creating
& Saving web pages, Hyper links.Mail Merge.
Computers have brought about major changes in all spheres of life. In fact, it is
extremely difficult to imagine the world without computers. The fact that computers NOTES
have made a big impact on many aspects of our lives can hardly be questioned.
They have opened up an entire world of knowledge and information that is readily
accessible. The computers need software to do specialized tasks. The software
used in a computer system is grouped into applications software, system software
and utility software. Today, we use computer systems in the organizations to
automate the work with the help of specific software.
Office automation is an attempt to use new technology to improve a working
environment. The term ‘office automation’ refers to all tools and methods that are
applied to office activities which make it possible to process written, visual and
audio data in a computer aided manner. They process data, store information,
solve complex mathematical problems, track inventory and even control
temperature and lighting in office buildings. All this can be done with the help of
various computer office application programs/software, such as Microsoft Word,
Microsoft Excel and Microsoft PowerPoint. Microsoft Office 2010 supports
‘Ribbon Interface’ which provides GUI features for menu bar. Microsoft Office
Word, a Word processor, was designed by Microsoft. Creating and editing
document features are very helpful in Microsoft Word 2010 and hence used
frequently. Microsoft Excel 2010 is an electronic spreadsheet that runs on a personal
computer. A workbook is the Microsoft Excel file in which you enter and store
related data. You can also use it to perform mathematical calculations quickly.
Microsoft PowerPoint 2010 allows for creation of professional, effective and
creative business presentations that can be used for corporate or sales presentations
and trainings.
This book is designed to explain the importance of office automation in
today’s world. This book teaches you the technical details of Microsoft Word
2010, Microsoft Excel 2010 and Microsoft PowerPoint 2010 for automating the
various office routine tasks. Our attempt has been to provide a sound theoretical
as well as practical exposition of the subject. We have tried to present a clear,
conceptual understanding of computer concepts and an easy-to-follow visual style
for the practical usage of these packages.
This book, Office Automation Lab, has been written in the self-instructional
mode or the SIM format wherein each Unit begins with an ‘Introduction’ to the
topic, followed by an outline of the ‘Objectives’. The detailed content is then
presented in a simple and organized manner, interspersed with ‘Check Your
Progress’ questions to test the student’s understanding of the topics covered. A
‘Summary’ along with a list of ‘Key Words’ and a set of ‘Self Assessment Questions
and Exercises’ is provided at the end of each Unit for effective recapitulation.
Self-Instructional
Material 1
Working with Files
BLOCK - I
MS-WORD
NOTES
1.0 INTRODUCTION
Microsoft Word (MS Word or Word) is a program which is used for creating
documents. It is used by the organization or standalone user to create documents,
reports and notes. Word provides the facilities of creating reports and pictures
and thus, manifests your idea on the paper. If you have worked in MS Word
earlier, you will notice that a lot of new features are added in MS Word 2010. If
you are a beginner, there is no need to worry about learning MS Word. This unit
focuses on every aspect of this software from beginning to the expert level. You
will learn about the essential features of MS Word, which are needed to enhance
the documents.
1.1 OBJECTIVES
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Material 1
Working with Files
1.2 FEATURES IN MICROSOFT WORD 2010
In Microsoft Word 2010 various new features have been included which help in
NOTES creating an effective and attractive document. MS Word 2010 includes all the
features of the previous version of MS Word, plus some additional ones.
There are various new features of Microsoft Office 2010 given as follows:
• Ribbon Interface: It is a set of tabs and commands, required to perform
various sets of functions and operations on documents. Ribbon interface
has replaced the earlier interface which relied on traditional icons. When
you install Microsoft Office 2010 you will find that the biggest change is the
introduction of the File button in place of the round Office Button. When
you click on the File tab, the full screen will open which will show various
options related to File, methods to protect documents and many more.
There are some changes in the UI interface as well. In the previous version,
the background color of Microsoft Office was blue. In the recent version,
the background color of Microsoft Office is grey.
Backstage View: Backstage View is the center of document management. There
are various groups of commands that help in creating new documents, saving,
opening or printing the document. Backstage view appears on clicking on
the File tab. Backstage view hides the opened document and performs operations
associated with the document.
• Artistic Effect: In Microsoft Word 2010, various new artistic effects have
been added. With the help of Artistic Effect, the user can draw sketches
using Pencil, Chalk and Glowy Edges.
• Screenshot option: Microsoft Word 2010 includes the option of
Screenshot which is present inside the Insert tab in section Illustrations.
With the help of Screenshot option, user can directly add screenshot to
the document. There is no need to use the Snipping tool or Paint to paste
pictures in the word document. When you l click on the Screenshot option,
the windows which are open will be displayed. Click on any of the Available
Windows to apply screenshot to your document. This even helps to remove
the background color or a portion of a picture.
• Collaboration functions: Collaboration functions helps to inspect the
document before sharing it with others. This helps to hide the information
which you do not want to share with the other people.
• Silverlight: Microsoft Office 2010 offers the facility of Web based
applications. This helps users to upload reports in Windows Live account
such as hotmail.com. With the help of Web based applications, users can
access the documents from anywhere. However, to access the document
using Silverlight the user should have an internet connection.
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• PDF support: Microsoft Office 2010 provides the facility of saving the Working with Files
Word file in PDF format. This helps to directly convert your word files to
PDF files without using any software.
1.2.1 The Ribbon Interface NOTES
Ribbon View is a substitute that provides the facilities of accessing the commands
for applications. It is organized using a horizontal bar. It provides an easy way to
access the commands, as all the commands are organized using tabs and groups.
With the help of Ribbon, performing various actions to the Office application is
easy. Ribbon is dynamic in nature, which implies that behavior changes as the size
of Microsoft Office changes.
‘Ribbon’ is a set of toolbars which displays the commands and tools for
performing various tasks. In Microsoft Office 2003, user worked with the classic
drop down menu and toolbar and users were able to work with them easily and
quickly. With the release of Microsoft Office 2007, the new term ‘Ribbon’ was
proposed that refers its own implementation of tabbed toolbars bearing
heterogeneous controls, known as ‘The Fluent User Interface’, which swapped
the menus and toolbars with a single ‘Office Menu’. MS Word, PowerPoint,
Access and Excel implemented ‘Ribbon’ in MS office 2007.
With the release of MS Office 2010, however, ‘ribbon’ was implemented in
the rest of the MS Office applications and added end user customization support
for its end user. MS Office 2010 ribbon is great, flexible and easy to use.
Screenshot for Ribbon is as shown:
If you click on any tab or groups, each button and each dropdown menu
will perform different actions
For example: When one clicks on the Home tab or any other tab, various
options are displayed. With the help of these options, one can change the
Formatting, Orientation, Layout, Caption, and Proofing of the MS Office
Application.
As an example in MS Word 2010, the labeling of the commands and menus
is as shown in the screenshot:
Self-Instructional
Material 3
Working with Files • Tab: It shows different types of commands for creating MS Offices
applications. You can see the commands by clicking on the particular
tab.
• Quick Access Toolbar: It is a way to provide quick access view to
NOTES
the most frequently used commands. By default, Save, Undo and Redo
buttons are visible on the Quick Access Toolbar.
A screenshot displaying Customize Quick Access Toolbar is given below:
• Minimize Ribbon: You can minimize the ribbon in the following ways:
o By clicking on minimize ribbon button.
o By double clicking the tab on the ribbon.
o By right clicking the tab from the contextual menu and selecting
minimize ribbon button.
o By pressing Ctrl+F1 button.
• Help: For getting any help, you can click on Help button or by clicking
on the File tab and selecting Help from the menu.
• Dialog Box launcher: You can see the Dialog box launcher or the
Task pane by clicking on the Clipboard Task Pane.
• Group: Set of all correlated commands which appear in each tab.
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• Gallery: Gallery contains the option list and additional choices are Working with Files
2. After clicking on Customize the Ribbon option, the Word Options dialog
box will appear. You can then customize the commands and tabs.
A screenshot displaying Word Options is shown below:
3. Choose the command which you want to add. Here Draw Table is chosen
from the list of popular commands.
A screenshot after the selection of the commands is given below:
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Material 5
Working with Files 4. Click on New Group button (In order to add the commands the user needs
to first create a custom group.) To create a custom group, click the New
Group button.
A Screenshot displaying New Group (Custom) after New Group is clicked,
NOTES
is shown below:
6. Click on OK button. Draw Table will be added to the New Group, which
is visible in View Tab below Macros option.
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A Screenshot displaying New Group is given below: Working with Files
NOTES
1.2.2 Backstage View
In comparison to its earlier versions, Microsoft Office 2010 is way more secure.
One of the unique features which were introduced in Microsoft Office 2010 is the
feature of Backstage View. Backstage View is a group of commands which are
used to perform different types of tasks on documents. It provides you with the
features of managing documents, sharing files and providing greater security. In
order to open backstage view, you must open the Word document and then go to
the File tab. In this, the default selection is the Info option that shows the backstage
view of the document. Backstage view hides the previous document and shows all
essential things and permissions associated with the documents. In order to return
from the backstage view, you can simply press the Esc key or click on the File
menu. This will take you to the original document in which you were working.
Screenshot showing the Backstage View of MS Word is as shown:
Microsoft Word is used for the creation of documents. It is the most commonly
used format for storing information and sending it through e-mails. There are several
interactive features in MS Word 2010 that help in making the documents productive
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Material 7
Working with Files and innovative. In this unit, we will explore some features such as the management
of various files in the word documents, management of the information in a secured
way and various shortcuts and tips to access different commands.
When you click on the File menu, various options related to the file are
displayed.
A screenshot displaying the options is shown below:
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Inside File tab you will find six main sections and six buttons. Working with Files
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10 Material
Here are the steps for saving a document in PDF or XPS format using Save As Working with Files
option:
1. Go to the File tab which is present in the ribbon.
2. Inside File tab, click on the button Save As. The Save As dialog box NOTES
appears.
3. Choose PDF extension from Save as type which will save the word file in
PDF format. In order to save the file as an XPS Document, choose XPS
Document extension.
To save a document in PDF or XPS format using Save & Send option, follow the
following steps:
1. Go to the File tab which is present in the ribbon.
2. Inside File tab click on the section Send & Save.
3. Click on the button Create PDF/XPS Document.
The screenshot after clicking on Create PDF/XPS Document is given below:
4. Click on Create PDF/XPS button, present on the right hand side of the
dialog box. After clicking on Create PDF/XPS button, the Publish as
PDF or XPS dialog box appears.
5. After that Click on Publish button to publish the document in PDF format.
If the user wants to publish the document in XPS format then user should
choose XPS Document from the Save as type drop box.
1.3.2 Shortcuts and Tips
Shortcuts and Tips for MS Word are tabulated as follows:
Using Keyboard Shortcut
Action Keystrokes
Creation of new document CTRL+N
Saving a document CTRL+S
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Material 11
Working with Files Opening a document CTRL+O
Printing a document CTRL+P
Closing a document CTRL+W
NOTES Selecting an entire document CTRL+A
Copying a text CTRL+C
Cut specific text CTRL+X
Paste specific text CTRL+V
Undo CTRL+Z
Redo CTRL+Y
Bold CTRL+B
Italics CTRL+I
Underline CTRL+U
Alignment of text to the left CTRL+L
Alignment of text to the right CTRL+R
Alignment of text to the justify CTRL+J
Alignment of text to the center CTRL+E
Finding the text CTRL+F
Replacing the text with particular text CTRL+H
Adding and removing 6 point of spacing before a paragraph CTRL+0
Opening font preferences windows CTRL+D
Inserting link CTRL+K
Indentation of a paragraph CTRL+M
Creating an hanging indent CTRL+T
Creating a bullet point CTRL+SHIFT+L
Changing the font CTRL+SHIFT+F
Increasing selected font to 1 point to 12 point CTRL+SHIFT+>
Increasing selected font to 1 point CTRL+]
Decreasing selected font to -1 to -12 point CTRL+SHIFT+<
Decreasing selected font to -1 point CTRL+[
Viewing or hiding non printing characters CTRL+SHIFT+*
Moving contents to the beginning CTRL+‘!
Moving contents to the end CTRL+“!
Deleting Word to the right of the cursor CTRL+Del
Deleting Word to the left of the cursor CTRL+Backspace
Moving cursor to the end CTRL+END
Moving cursor to the beginning CTRL+HOME
Resetting default font to the highlighted text CTRL+SPACEBAR
Self-Instructional
12 Material
Changing text to heading one CTRL+ALT+1 Working with Files
1.5 SUMMARY
Self-Instructional
Material 13
Working with Files
1.6 KEY WORDS
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Styles
UNIT 2 STYLES
Structure NOTES
2.0 Introduction
2.1 Objectives
2.2 Formatting with Styles
2.2.1 Illustrations
2.3 Bullets and Numbering
2.4 Answers to Check Your Progress Questions
2.5 Summary
2.6 Key Words
2.7 Self Assessment Questions and Exercises
2.8 Further Readings
2.0 INTRODUCTION
In this unit, you will learn about the styles. Style option is found in the paragraph
group on the Home tab. Style sets are the combination of title, heading, and
paragraph styles, which can be formatted all at once. You will also learn how to
modify the style and add Smart. SmartArt helps to represent valuable contents
more effectively using diagrammatical representation. Visual Elements help to depict
ideas pictorially.
2.1 OBJECTIVES
After going through this unit, you will be able to:
• Apply the styles to the word document
• Modify the style
• Work with SmartArt
Formatting plays an important role when you create any document. Style is a
used to apply various sets of formatting by selecting the text. Formatting is applied
to the word by choosing the type of style. Style option is found in the paragraph
group on the Home tab. Style helps in the enhancement of the document in the
easiest and quickest ways. It provides sophisticated look to the document. On the
other side, themes are used to change the tone of the entire document. The default
Style chosen in the word is Normal. Style formatting is consistent throughout the
documents.
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Material 15
Styles The screenshot of Style Formatting is as shown:
NOTES
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16 Material
2. Choose any Style Set and notice the changes in the document. Styles
To modify a style
Steps to modify a style are as follows:
NOTES
1. Choose the desired style and then right-click the style.
The screenshot of Modify… icon is as shown:
NOTES
The available buttons and icons of the Illustrations toolbar are explained as
follows:
• The very first button which appears in the Illustrations is the Picture
button. You can add pictures to your document, and besides this, you can
even do formatting like adding borders, coloring or cropping a picture.
A typical example of Picture is as shown:
Art button. With the help of Clip Art, you can add images to your document.
For example:
If you have an image of car and if you want to rotate it, then by using Clip
Art you can change the rotation of the image.
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18 Material
A typical example of some shapes is as shown: Styles
NOTES
• The SmartArt button of the Illustrations toolbar is used to add
types of charts and graphs to the document. This feature allows to present
numerical data into graphical diagram.
A typical example of chart with numerical data is as shown:
Self-Instructional
Material 19
Styles A typical example of Screenshot is as shown:
NOTES
Add an Extra shape to SmartArt in MS Word 2010
SmartArt graphics is used to illustrate and organize various kinds of ideas in
Microsoft Word. It helps to represent valuable contents more effectively using
diagrammatical representation. To insert the default diagram from SmartArt graphics
library is quite easy, but sometimes, the default images part of SmartArt graphics
are not enough. Therefore, you will need to add an extra shape or diagram in your
document. Microsoft Word 2010 provides full support for SmartArt graphics,
which means you can insert an extra shape into SmartArt for improved presentation
of the content.
To add or insert an extra shape to the MS word document, complete the
following process:
• First of all, to add or insert an extra shape into SmartArt graphics, make
sure that SmartArt graphics image is selected.
• If not selected, then click on it to select it. When you select the SmartArt
graphics image, you can see the SmartArt Tools tab in the Ribbon.
The screenshot showing the open SmartArt Tools is given below:
• Now, you need to select the place in your document where you want to
insert or add the extra shape.
• Select an existing shape of SmartArt graphics and click on Design under
the SmartArt Tools as shown in the screenshot above.
• Go to Add Shape placed inside Create Graphic group under the
SmartArt Tools (See following Screenshot).
Self-Instructional
20 Material
• Now, click on the Down arrow of the Add Shape command under Styles
• Click on the relevant option. In the above figure, only two choices are
available, so you can select any one.
• Select Add Shape After to insert the picture after the existing SmartArt
image in your document.
• Select Add Shape Before to insert the picture before existing SmartArt
image in your document.
• Deleting the image from the SmartArt is much easier than inserting one.
Select the particular SmartArt image that you want to delete and either
press the delete key or the backspace key.
Bullets and numbering allow you to present information in the simple ways. With
the help of bullets and numbering, information is separated easily in the form of list.
This helps in saving the space in the document. Bullet and numbering option are
available in the paragraph group on the Home tab. Microsoft Word lets you to
Self-Instructional
Material 21
Styles create bulleted and numbered lists, to specify different lines or topics. Once you
create bulleted and numbered list, each time you press enter, same bullets are
added to your list. If you want to add another bullet, then you can choose different
bullets and numbering from the Home tab. If you hit enter twice, then you will
NOTES return to the earlier level. If you hit enter twice at the end of the list, then the list will
be terminated.
The screenshot of bullet and numbering list is as shown:
Bulleted list
The screenshot of different types of bullets that can be used to create a bulleted
list are as shown:
Custom bullet
You can define your own bullet using Define New Bullet option. When you click
on this option, following dialog box appears. This holds option for setting picture,
symbol and font of the bullet character. It also contains the options for alignment
and for seeing the preview of the page.
The screenshot of Define New Bullet dialog box is as shown:
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22 Material
Numbered list Styles
Numbered list dialog box contains different types of numbered lists like Recently
Used Numbered Format, Numbering Library and Document Number Formats.
The screenshot of different types of numbered list is as shown: NOTES
Custom Numbering
You can define your own numbering using Define New Number Formats option.
When you click on this option, a dialog box appears containing options for setting
number format. It also contains the options for alignment and for seeing the preview
of the page.
The screenshot of Define New Number Formats dialog box is as shown:
Self-Instructional
Material 23
Styles Creating own bullet in Microsoft Word 2010
Microsoft Word 2010 enables you to use different types of existing bullets from
the bullets library. It also helps you to create and use your own bullets. While there
NOTES are lots of bullets present in the Microsoft Word library, if you want to create your
own bullets in the form of symbols or pictures, you have to follow these steps:
• To create the new bullet, firstly go to the Home tab. In the Home tab,
under the Paragraph option, click on Bullets option.
• When you click on the Bullets option, Bullet Library will open showing
the existing bullets (See figure below).
• To create a new bullet, click on the Define New Bullet option, as shown
in the figure above. When you click on the Define New Bullet option,
Define New Bullet window will open on the screen. The screenshot for
Define New Bullet is given below:
• In the Define New Bullet window, there are three bullet options: Symbol,
Picture and Font. Select one of them.
• You can click on any option according to your choice. Here, we a have
clicked on the Symbol Button. After clicking on Symbol button, a new
Symbol window opens. The screenshot showing the Symbol window being
accessed is given below:
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24 Material
Styles
NOTES
• Now you can use this bullet anywhere in your documents. For Example:
o Welcome
o Test
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Material 25
Styles Multilevel Bullet list
The Multilevel Bullet list shows bullets at different levels, rather than those indented
at one level. Multi-level bullet or number list is similar to the outlined number list.
NOTES Sometimes, one level of bullets is not enough; therefore you have to use or create
a multilevel bullet list. Microsoft Word 2010 allows you to customize the bullets at
nine different levels. Customizing your bullet list allows you to be more creative.
The following procedure helps to change the available bullet, or to add bullets to
create different levels in the bullet list:
• Go to Home tab. In the Home tab, under the Paragraph option, click on
the Multilevel list option.
• After clicking on the Multilevel list option, List Library will open which
will show the existing bullets and number list (See figure below) with three
options: Change List Level, Define New Multilevel List and Define
New Style.
• To create a new multilevel bullet list, click on the Define New Multilevel
List option as shown in the figure above. When you click on this option,
the Define New Bullet window will open on the screen (see figure below).
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26 Material
Styles
NOTES
• Select the level of bullet, then choose the Number or Bullet style for this
level and click OK button. You can see a preview of the multilevel list on
the right hand side of Click level to modify.
• For example, we have created a Bullet:♣, now we can use this bullet at
different levels.
Level-1: Level-1, 2: Level-4:
♣ India ♣ India • India
♣ Delhi • Delhi
• University
♣ College
• Style helps in the enhancement of the document in the easiest and quickest
NOTES ways. It provides sophisticated look to the document. The default Style
chosen in the word is Normal.
• Style sets are the combination of title, heading, and paragraph styles, which
can be formatted all at once.
• An illustration is the area which is used to insert different types of images.
Illustrations provide the facility to insert pictures and clip art from the files
and website provider. It also provides the facilities to add different type of
shapes, smart art, charts and taking screenshot directly from the document.
• SmartArt graphics is used to illustrate and organize various kinds of ideas in
Microsoft Word. It helps to represent valuable contents more effectively
using diagrammatical representation.
• Bullets and numbering allow you to present information in the simple ways.
With the help of bullets and numbering, information is separated easily in
the form of list.
• You can define your own bullet using Define New Bullet option.
• The Multilevel Bullet list shows bullets at different levels, rather than those
indented at one level.
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28 Material
Styles
2.8 FURTHER READINGS
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Material 29
Table Manipulations
3.0 INTRODUCTION
In this unit, you will learn how to enhance the documents using tables, columns, an
borders and shading. Table consists of the rows and columns. Rows are horizontal
and columns are vertical. At the intersection of the rows and column there is a cell
which contains the text.
3.1 OBJECTIVES
After going through this unit, you will be able to:
• Explain the working with tables
• Apply borders and shading to enhance the appearance of the document
Table
Table consists of the rows and columns. Rows are horizontal and columns are
vertical. At the intersection of the rows and column there is a cell which contains
the text. We can format the tables according to our requirements.
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30 Material
Creating a table Table Manipulations
• Sometimes, the required table might be greater in size than that is available
in the grid. In that case, click on the Insert Table button and enter the size
manually.
The screenshot of the table created manually is as shown:
• Below the grid, there are other options that can be used to design the table
according to the requirement.
The screenshot showing the other options available for creating a table is as
shown:
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Material 31
Table Manipulations
NOTES
Column
Insert Column
• Click on the table. Go to the Layout tab.
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32 Material
• In the Layout tab, go to the Rows and Columns section. Table Manipulations
• Click on Insert Right or Insert Left for inserting a column on the left and
right side of the particular column.
The screenshot of inserting a column on left or right of a selected column in NOTES
a table is as shown:
Insert Row
• Click on the table. Go to the Layout tab.
• In the layout tab, go to the Rows and Columns section.
• Click on Insert Above or Insert Below button for inserting a row above
or below the row where the cursor is present.
The screenshot of inserting a row above or below a selected row in a table is
as shown:
Sections
Section means splitting the cells or table into different parts or sections.
1. Splitting the cells
• Go to the particular cell in the table. Then, go to the layout menu.
• Click on Split Cells button. Split cells dialog box appears that prompts to
enter the number of rows and columns.
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Table Manipulations • Specify the rows and columns. The cell will be divided into sections.
The screenshot of Split Cells is as shown:
NOTES
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34 Material
Applying Border to a table Table Manipulations
NOTES
Do not entirely depend upon the Spelling and Grammar check as it may not be
correct always. Essentially while checking errors in grammar, it is possible that
MS Word may not notice various grammatical errors. It is also possible that at NOTES
times the Spelling and Grammar check option may mark any spelling as incorrect
while actually it is correct, for example name of people or place which is not
included in the MS Word predefined dictionary. Use the following options for
checking a spelling or grammatical error.
Checking ‘Spelling Errors’
Ignore: When you click on ‘Ignore’ option then the MS Word will skip
checking the marked word, i.e., it will not be changed.
Ignore All: When you click on ‘Ignore All’ option then the MS Word will
not only skip checking the marked word, i.e., it will not be changed, but
it will also skip checking all other occurrences or instances of the similar
word in the current MS Word document.
Add: When you click on ‘Add’ option then MS Word will add the marked
word to the existing predefined dictionary so that it will not be marked
as error again. Before clicking on the Add option check the spelling of
the word to ensure that the marked word is spelled accurately.
Checking ‘Grammar Errors’
MS Word provides detailed explanation for each marked ‘Grammar Error’ that
why it is incorrect. It also displays some related example sentences or phrases to
explain the concept, as shown in the given Illustration. These examples will help
you in determining whether to change the marked sentence or phrase by clicking
on the Change option or to ignore it by clicking on the Ignore option.
Change: When you click on the Change option then MS Word will modify or
change the marked sentence or phrase in the document with the suggestion that
you have selected.
Ignore: When you click on the Ignore option then MS Word will skip checking
the word or phrase in the document without making any change or modification to
it.
In the following example, MS Word has marked the Grammar error and is
suggesting to ‘Capitalize the first word of a sentence.’ because the first word is
typed wrong with small letter.
Automatic Spelling and Grammar Checking
By default, MS Word will automatically check the Spelling and Grammar errors in
the document. Hence, there is no need to perform a separate checking in the
document for spelling and grammar. MS Word indicates these errors by distinct
colored and wavy lines. Self-Instructional
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Table Manipulations • If the word is marked with the red wavy line then it indicates that it is a
misspelled word, i.e., the spelling of the marked word is incorrect.
• If the word or sentence is marked with the blue wavy line then it indicates
that it is a grammatical error, i.e., either the usage of word is grammatically
NOTES incorrect or the sentence includes misused words.
3.4 SUMMARY
• Table consists of the rows and columns. Rows are horizontal and columns
are vertical. At the intersection of the rows and column there is a cell which
contains the text.
• Section means splitting the cells or table into different parts or sections.
• MS Word provides significant feature ‘Proofing’ for checking the text in
the document by using the option ‘Spelling & Grammar’. If you have
made mistakes in the document while typing the text then you can use the
numerous proofing features provides by MS Word to produce error-free
and professional documents.
• Border: Border is used to add the border around the document that is on
left, right, top and bottom side.
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Shades: Shades are used to design or provide different shades to rows Table Manipulations
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Page Formatting
4.0 INTRODUCTION
In this unit, you will learn about the formatting word documents. It is necessary in
order to create an effective document. There are various types of that can be used
to format documents. You can apply font and paragraph formatting to keep the
documents simple and appealing.
4.1 OBJECTIVES
in which formatting are classified, which are character, document, section and
paragraph. There are various tools which let you format the word documents. You
can apply font and paragraph formatting; create bullet and numbering to show the
information in point. You can also apply various styles to enhance the text. In this NOTES
section, you will learn to format a word document by applying different formatting
effects.
4.2.1 Font and Paragraph Formatting
Font and paragraph formatting is one of the most important styles of formatting. If
you doesn’t apply any style, then font and paragraph formatting are applied by
default. It is applied to keep the documents simple and appealing.
Font Formatting
Font formatting is used to change the appearance of words or a single character.
It is present in the Home tab of ribbon view. You can apply the Font formatting by
highlighting the text.
Font Formatting contains the various controls for providing a quick access
to many frequently used functions.
The screenshot of Font Formatting is as shown:
The available buttons and icons of the Font Formatting toolbar are as
follows:
• Font dropdown box of the Font Formatting helps in
changing the font of text or number when selected. You can choose any
font by clicking on the dropdown menu. The default font in Word is
Calibri (Body).
• Font Size dropdown box of the Font Formatting helps in
changing the size of the text when selected. You can choose any size by
clicking on the dropdown menu. The default font size in Word is 11.
• Grow Font button of the Font Formatting helps in increasing the
size of the text when selected.
• Shrink Font button of the Font Formatting helps in decreasing the
size of the text when selected.
• Change Case dropdown menu of the Font Formatting helps in changing
the case of the selected text. Self-Instructional
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Page Formatting For example:
Suppose you have written “Hello”. You want to change the uppercase letter
to lowercase, then you can choose Change Case dropdown menu to do that.
NOTES The screenshot of Change Case is as shown:
The available buttons and icons of the Paragraph Formatting toolbar are
shown:
• Bullets button of the formatting toolbar helps in creating and
removing the bullets of the selected paragraph.
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Page Formatting
• Numbering button of the formatting toolbar helps in creating and
removing the numbers of the selected paragraph.
• Multilevel list button of the formatting toolbar provides you the
NOTES
facility of adding numbered lists of items, using multiple levels.
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Page Formatting
4.2.2 Embed Font in Microsoft Word 2010
In any Microsoft Word document, the Font option determines the document’s
appearance at the time of view or print. If the first user shares a document with a
second user and the second user does not have the same font installed, then NOTES
Microsoft Word will change the font automatically in the second user’s document.
Microsoft Word 2010 helps to embed fonts in documents.
The following steps explain how to embed fonts:
• Firstly, go to File tab in Microsoft Word 2010 which appears on the left
side of the ribbon window and then click on Options. The screenshot for
opening Options is given below:
• When you click on Options, the Word Options dialogue box will appear
on your screen. The screenshot showing Word Options dialog box is
given below:
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Page Formatting • In Word Options dialogue box, Click on Save. Screenshot for accessing
Save option is as follow:
NOTES
• As you click on Save button, various options will appear on your screen.
Go to Preserve fidelity when sharing this document option. Now select
the checkbox of Embed fonts in the file. The screenshot for accessing
Preserve fidelity when sharing this document is displayed below:
• Alongside, the Embed fonts in the file option. two checkboxes are also
present,
• Embed only the characters used in the document: This checkbox is
checked when the user wants to minimize the size of the file.
• Another option “Do not embed common system fonts”, is used for
embedding exotic fonts.
The screenshot for embedding fonts in a file is given below:
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• Finally click on OK button to complete the process. Page Formatting
Break: In word, a new page begins after the previous page is completely filled
but with the help of break, the user can force the text to start from the new page.
Insert page break
• Open the document. Go to the location from where you want to start a new
page.
• Go to the Insert tab and click Page Break. New page will start from the
insertion point.
The screenshot of Insert page break is as shown:
Page Setup: This option is present in Page Layout tab. It helps in setting the
orientation of the page in the document. It also includes options for setting margins
on a page and page break. By default, the orientation of a page is selected as
Portrait. You can also choose landscape mode. Let’s learn about margin.
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Page Formatting
The screenshot of Page Setup dialog box is as shown:
NOTES
Margin
• Open the document; go to Page Layout option and click on Margins
tab. A listwill appear. Click on Custom Margin option available.
• A dialog box will appear that specify the margins you want to keep for the
document.
The screenshot of selecting the Margins option is as shown:
Header and footer are the important parts of any document. They are used for
representing information about the document such as the page number, heading of
the document etc. Header is present on the top of the document and footer is
present at the bottom of the document.
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Adding Header or Footer Page Formatting
• Click on the Insert tab. After this, click on either Header or Footer
whichever you want to apply to the document. A list appears from which
you can select the header you want to apply to the document. NOTES
• When you select the header, it will appear in the editable form in which you
can write whatever you want to add.
The screenshot of inserting the header in the document is as shown:
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2. In this step, choose one of the given options on which the Mail Merge is Page Formatting
to be used. You can choose the latest document in the given example.
Click on the Next: Select Recipient.
The screenshot of Use the current document is as shown:
NOTES
3. If there is no existing list, then we can add the new list by choosing Type
a new list option. Then choose Create.
The screenshot of New Address List is as shown:
Select Use an existing list. Now you require an address list to be automatically
placed in the document.
The screenshot of Use an existing list is as shown:
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Page Formatting You can select the list from already created excel sheets or you can add the
addresses by yourself using the Mail Merge Wizard.
The screenshot of Select Table is as shown:
NOTES
4. The basic steps to create letters are complete and now you have different
copies of letter with different addresses. Add placeholders in the letter
to add this information.
• To add the details of the recipient’s, first select Edit recipient list. Then,
select the place on the letter where this information is to be placed.
The screenshot for selecting name of Mail Merge Recipients is as shown:
• Click on the Next: Edit recipient list. Select Address Block, Greeting
line etc. from the task pane.
The screenshot for selecting letter type in Mail Merge is as shown:
Macros are used to automate a task which is performed repeatedly. Using macros,
a task becomes easy and the chances of mistakes are reduced, as the data is
converted into pre-recorded the commands . To work on macros, the first thing
you should look at is the Developer tab or the View tab inside the Ribbon. All
options related to macros and macro security are given on these tabs.
The following steps explain how you can add the Developer tab to the ribbon if
it is not available:
1. Click on the File tab inside the ribbon.
2. Select Options from the navigation bar. The Word Options dialog box
opens.
3. Click on the Customize Ribbon option, given on the left pane of the
dialog box .
4. On the right pane, check the Developer tab from the Main Tabs and
press the OK button.
5. Developer tab will appear on the ribbon for macro recording and editing.
This tab is found in the Code section..
The steps enabling you to view the macros from the View tab, are given below:
1. Click on the View tab inside the ribbon.
2. Go to the Macros section and click on the Macros dropdown box. This
will help you record, view and edit the macros.
Recording the Macro
Macros can be recorded in two ways— either by using the Developer tab or
with the help of View tab, present inside the ribbon.
The following steps tell you how to record the macros:
1. Click on the View tab present inside the ribbon. Go to the Macros section
and click on the Macros dropdown box. You will be able to record the
macros using Record Macro button.
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Page Formatting A screenshot displaying the Record Macro option isgiven below:
NOTES
2. Click on Record Macro option, the Record Macro dialog box will appear.
A screenshot displaying the Record Macro dialog box is given below:
3. In Macro name section, write the name of the macro. There are two
options available, which are Button and Keyboard. There options indicate
that there are two ways to store the macros, present in the document you
are working on or in any other document. Click on the Keyboard button,
in order to assign a hotkey to the macro.
A screenshot after clicking the Keyboard button is given below:
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4. Enter shortcut key under Keyboard, in Press new shortcut key box. Page Formatting
NOTES
5. Next click Close button to record the macros. A pointer like cursor will
appear which indicates that macros are being recorded.
6. Write text in the Word document and click on Stop Macro from the Macros
dropdown box.
7. In order to view t macros, click the shortcut key or click View Macros
option from Macros dropdown box. When you press shortcut key, the
macros will automatically be displayed. When you click View Macros
option, you will be asked which macros you want to view. Click on the
respective macros to open them.
Editing the macros
Macros can only be edited when you have recorded the macros. Following steps
indicate how you can edit the macros.
1. Click on the View tab present inside the ribbon. Go to the Macros section
and click on Macros dropdown box. This will help you view the macros
using View Macro button. When you click on the View Macro button,
the Macros dialog box will appears.
A screenshot displaying Macros dialog box is given below:
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Page Formatting 2. Choose the macros which you want to edit and click Edit button. Whenever
anything is written in Word, the VB code is generated automatically.
A Screenshot displaying what happens when you click on Edit button is
given below:
NOTES
4. Click on Save button to save the macros. After closing VBA editing, click
on View Macros to see the changes which are being made in macros.
Uses of Macros Macros have multiple uses, some of which are listed
below:
• Basically, Macros are used to increase the speed of work.
• They are used in order to automate complex tasks.
• By using macros, multiple commands are combined enabling you to
insert anything with the help of a shortcut key.
Hyperlinks in the document give quick access to location outside the domain of
word. We can add links to a website or an e-mail etc. using the hyperlinks. The
hyperlink address can be embedded in any word text.
Steps to add Hyperlinks are as follows:
1. Select the text or picture in which you want to embed the hyperlink.
2. Select Hyperlinks from the link group in Insert tab.
The screenshot of Hyperlink is as shown:
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3. Click on Existing File or Web Page to link an existing webpage under the Page Formatting
Link To header.
4. Type the address of the webpage in the Address bar.
The screenshot of Insert Hyperlink is as shown: NOTES
5. You can also choose the address from the files in your computer by selecting
one of the Current folders, Browsed pages or Recent files option.
6. Type the text in Text to display text box which you want to be displayed
when cursor is placed on the hyperlink.
7. Click on the Screen Tip button.
8. You have successfully created a hyperlink. Now, you can try different
hyperlink creating options by changing your choice preferences in link to
header.
Custom hyperlinks can also be created which points to a specific location in
other word documents. For that, under the link to header, select the current
folder and then select the file to which you want the hyperlink to be directed.
4.9 SUMMARY
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Page Formatting • Font and paragraph formatting is one of the most important styles of
formatting. If you doesn’t apply any style, then font and paragraph formatting
are applied by default.
• Font formatting is used to change the appearance of words or a single
NOTES
character. It is present in the Home tab of ribbon view.
• Paragraph formatting is used to change the appearance of paragraph. It is
present in the Home tab of ribbon view. You can apply the Paragraph
Formatting by selecting the paragraph. It contains various controls for
providing a quick access to many frequently used functions.
UNIT 5 MODIFYING A
WORKSHEET
NOTES
Structure
5.0 Introduction
5.1 Objectives
5.2 Requisite Excel: Essential Features
5.2.1 Shortcuts and Tips
5.3 Advanced Spreadsheet Modifications
5.3.1 Hide or Unhide Rows and Columns
5.3.2 Freezing/Splitting Rows and Columns
5.4 Macros
5.5 Answers to Check Your Progress Questions
5.6 Summary
5.7 Key Words
5.8 Self Assessment Questions and Exercises
5.9 Further Readings
5.0 INTRODUCTION
Microsoft Excel (MS Excel or Excel) is the program that is used for creating the
Excel sheets or worksheets. It is used by businessmen and individuals for storing
data and its interpretation. It is a part of MS Office, which provides the facilities of
storing data in the form of table that contains rows and columns. This program
helps in doing the tasks at the faster speed as all the calculations are performed
using formulas and functions. If you have used MS Excel 2010 earlier, you will
notice that more complicated features have been added. It includes features such
as calculation, pivot table, slicers, sparklines and many more. The programming
language used by the Excel for applications is Visual Basic.
5.1 OBJECTIVES
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Modifying a Worksheet
5.2 REQUISITE EXCEL: ESSENTIAL FEATURES
Microsoft Excel is used for storing the data in the form of table. It is used by
NOTES several organizations to perform complex calculations, statistical analysis and
tracking income and expenses. It uses pie charts, slicers, sparklines to easily analyze
the data. Excel 2010 provides very interactive features which help in analyzing
and visualizing the data in productive and innovative ways. In this unit, you will
learn about the essential features of MS Excel, various ways of building Worksheets,
methods of formatting and filtering data, management of Excel worksheets and
various shortcut commands to perform the task easily.
5.2.1 Shortcuts and Tips
Keyboard Shortcuts
Action Keystrokes
Moves between the Excel sheet from left to right CTRL+PageUp
Moves between the Excel sheet from right to left CTRL+PageDown
Unhides the hidden part of the Excel sheet CTRL+SHIFT+(
Makes the border around the selected cell CTRL+SHIFT+&
Removes the border around the cell CTRL+SHIFT_
Apply the current symbol having two decimal places CTRL+SHIFT+$
Apply percentage without any decimal CTRL+SHIFT+%
Apply scientific number with two decimal places CTRL+SHIFT+^
Put date, month and year in the data CTRL+SHIFT+#
Puts the time according to 12 hour clock CTRL+SHIFT+@
Enter the correct time CTRL+;
Display the format cells box CTRL+1
Remove or put the bold formatting CTRL+2
Remove or put the italic formatting CTRL+3
Remove or apply underline CTRL+4
Remove or put strikethrough CTRL+5
Apply alteration between hide and displaying objects CTRL+6
Select the whole Excel sheet CTRL+A
Removes the particular data from the sheet either for CTRL+X
pasting somewhere else or permanently
Hide the selected rows CTRL+9
Hide the selected columns CTRL+0
Copies the particular content CTRL+C
Displays the find and replace dialog box CTRL+F
Helps in inserting the hyperlink in the document CTRL+K
Creates the new Excel sheet CTRL+N
Creates the table at the selected place CTRL+T
Close the selected Excel sheet CTRL+W
Repeats the last command CTRL+Y
Redo the last command CTRL+Z
Displays the Excel help box F1
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Modifying a Worksheet
5.3 ADVANCED SPREADSHEET MODIFICATIONS
The new version of MS Excel comes with several newer modification options.
These features are advanced because they facilitate users in hiding personal or NOTES
important official information and managing rows and columns of the spreadsheet
more effectively.
After designing a simple spreadsheet, users can manage and secure the
information easily by using advanced options of modification.
Thus, by making adjustments or modifications in the columns, rows, cells or
text, it is possible for the user to create a well-presented, professional document.
Excel 2010 also provides certain worksheet operations for working with rows
and columns.
There are several menus or tabs in MS Excel like File, Home, Insert, Page
Layout, Formulas, Data, Review and View. By clicking on any of the tabs,
various groups of options or commands appear as the Ribbon Interface. All
these tabs contain different options for managing spreadsheets easily.
Out of all, the two options for modifying and for making your Spreadsheet or
Worksheet more presentable are discussed below:
• Hide or Unhide Rows and Columns: This command or operation is found
in the Cells group of the Home tab under the Ribbon interface.
• Freezing and Splitting Rows and Columns: This command is found in
Windows group of the View tab.
These options provide different types of views for rows, columns and spreadsheets,
helping to protect or conceal selected portions and to browse data on the sheet
easily and conveniently.
5.3.1 Hide or Unhide Rows and Columns
This command set available on the Format menu of the Cells group, performs the
function of hiding or displaying the rows and columns of the workbook or
spreadsheet that has been selected.
This option enables the user to hide or show the specific content, rows and
columns. It also enables the user to reveal concealed rows or columns in order to
restore the worksheet or spreadsheet to its original unmodified form.
Steps for accessing Hide & Unhide command or option are as follows:
1. Go to the Home tab of the Ribbon view or interface and find the Cells
group.
2. Click on the Format button of the Cells group.
Screenshot displaying the Format button of the Cells group displayed by the
Home tab is as shown:
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Modifying a Worksheet
NOTES
3. When you click on the Format button of the Cells group, a drop down
menu containing the list of various commands for managing and protecting
the cells, rows, columns and sheets appears.
Screenshot displaying the Hide & Unhide command included in the Visibility
option is as shown:
4. Now, move the cursor to Hide & Unhide for selecting the desired functions
or operations.
• Hiding Rows and Columns
The task of hiding a selected row, column or concealing specific content is sometimes
essential for protection of important data. This feature also helps the user to
change the view of the worksheet or to manage or simplify it in a better way.
For example: The account section of any organization maintains various financial
records for the office but these don’t need to be displayed before the employees
of other departments.
Secondly, if an employee of a department demands or asks the account
section to show him his personal record, in such a case hiding the records of
other employees becomes essential.
Steps for hiding rows/ columns are as follows:
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1. Move the cursor on the Hide & Unhide command under Visibility Modifying a Worksheet
4. After selecting the required number of rows and columns, click on the
option Hide Rows for concealing the rows or Hide Columns for hiding
the columns.
Thus, as you click on any of the two options available for hiding rows and
columns, the selected rows and columns will be hidden.
For Example: If you have selected rows 2, 3, 4, 5 to hide, then these rows
will not be shown and the sheet will start from row number 6.
A Screenshot displaying the worksheet after selecting the Hide Rows option
is as shown:
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Modifying a Worksheet • Alternative ways of hiding Rows and Columns:
There are two more ways for hiding rows/columns, which are discussed
below:
NOTES o Right click on the rows or columns selected and click on Hide within
the popup menu.
o From the Cell Size section of the Format button, click on Row Height
or Column Width and set it to zero (0) or the value of your choice.
Screenshot of Row Height or Column Width under Cell Size option is
as shown:
Now, when you click on Row Height or Column width, two separate
dialog boxes for each one of them appears in front of you. After writing the desired
value of Row Height and Column Width, you can click on the OK button.
Screenshots of Row Height and Column Width dialog boxes are as shown:
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Modifying a Worksheet
NOTES
For example: Suppose in your worksheet, the first row contains the names of the
products and first column contains different years. The intersection cells will contain
the production quantities of different products in different years.
Screenshot displaying an example of a Product Worksheet with only 7 rows
visible at a time is as shown:
Now, to view more rows, you need to scroll the page. While scrolling Row1
moves to the top and becomes invisible but the headings must be visible all the
time to keep track of the data. Thus, it becomes necessary to freeze Row 1 and
ColumnA.
Steps to be applied, for freezing the desired row and column are as follows:
1. First select cell B2, located below the row and to the right of the column
selected for freezing.
2. Click on the View tab from the menu bar and then click on the Freeze
pane drop down menu.
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3. As you click on the Freeze Pane sub-option, Row 1 and Column A, will Modifying a Worksheet
both freeze and will be shown all the time even if you scroll down moving to
a high numbered row of the worksheet.
Screenshot displaying the frozen row and column after applying Freeze Pane
NOTES
sub-option is as shown:
4. Once you have clicked the Freeze Panes sub-option, then this option will
be automatically converted into Unfreeze Panes enabling unlocking of frozen
rows and columns.
• Splitting Spreadsheet
The Split command of the Windows group under the View tab allows you to see
and access multiple and distant parts of the worksheet. By using this feature you
will be saved from the effort of creating a new window while making comparisons
among the different sections of the same worksheet.
Steps required for splitting a window are as follows:
1. Select the cell below the row and to the right of the column where the split
bar should appear. In the above snapshot cell E8 is selected.
2. After making the selection, click on the View tab of the menu bar to display
the Split button of the Windows group.
3. Now, as you click on the Split option, your sheet will be separated or split
into different sections or panes.
4. Also, after performing the split operation once, if you click again on Split,
then the worksheet will revert to its original state.
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Modifying a Worksheet For example: Using this feature, in a Production example worksheet, you can
view the first six records as well as the forthcoming records in another split
section:
Screenshot of a split worksheet is as shown:
NOTES
Here, in the given worksheet, cell E8 is selected. Now, you can view the
last three records as well as the top seven records in another split pane.
Alternate method of splitting the worksheet
Excel provides two split tools in the work area; one at the top of the vertical scroll
bar and the other on the right of the horizontal scroll bar.
Snapshot of Split tool on the right side of horizontal scroll bar is as shown:
5.4 MACROS
Macros in MS-Excel are used to make repetitive tasks in the workbook easy.
They save the user’s time and ensure accuracy of data as same command is
executed. To create a macro with no errors, requires proper planning. Macros
are the shortcuts of any action.
For example: If you need to apply certain formatting options repeatedly,
then a button could be designed which brings all these formatting options together.
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When this button is clicked, all the options will be applied. This shortcut is called Modifying a Worksheet
Macro. You can also assign a shortcut key for running macro.
There are two ways of creating a macro in Excel, which are as follows:
Macro can be created by using Record Macro option, which records NOTES
keystrokes and mouse actions.
Method of creating Macro, with the help of Record Macro option is as
shown:
1. With the help of Record Macro, simple macros can be created. First
click on the Developer tab present on the ribbon.
2. After that select Record Macro from Code section. Record Macro
dialog box will appear.
3. Write the name of the macros, the user can even specify shortcut key
for the macros, as well as description and place where to store the
macros.
4. Click OK button. After that type text in excel specifying which action
user wants to perform.
5. Finally, Click on Record Macro option once again to stop recording
and to save the macro.
Macros can also be created by using Visual Basic Application
programming language for a set of commands.
Method for creating Macro with the help of Visual Basic Application is
as follows:
1. More complicated macros or tasks can be created by taking up coding
in VBA editor. Click Visual Basic option present inside the Code
section.
2. After clicking, Visual Basis Application for excel sheet will open. Click
on any sheet of Microsoft Excel Objects. The general declaration section
of Excel will open.
3. Write the macro code in the general declaration section. Provide a proper
name for the macro. Previous created macros are also edited in VBA
editor. The macro will be created in MS Excel.
Methods to run a Macro
Macros can be tested by running them on the workbook. Macros run in the same
order as they are created in the worksheet.
There are two methods to run a macro which are as follows:
Macro Dialog Box: Methods of running a macro with the help of a Macro
Dialog Box is as shown:
1. Go to the Developer tab which is present on the ribbon.
2. Go to the Code group and click on the Macros option.
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Modifying a Worksheet 3. A Macro dialog box will appear, with the list of all macros stored or
created. Select the name of the macro you wish to run and click on Run
button.
• Record Macro dialog box: The user can also choose to press the shortcut
NOTES
key to run the macro, but only if the key has been provided during the
recording of the macro. This is the fastest way to run the macro. Methods
for running a macro with the help of Record Macro dialog box is as shown:
1. Click on Record Macro option present in the Code section.
2. In Code section, provide a shortcut key to run to macro. In order to run
the macro, a shortcut key button is pressed, with the help of a keyword.
Editing a Macro
Macros are basically a programmed sub-module scripted in VBA (Visual Basic
for Application) and are editable inside the VB editor present in MS-Excel. The
user can create macros either by recording them or coding them in VBA editor.
Also, macros can be edited, whenever required by the user. However, the user
should be careful while editing a macro as a small mistake or error in the
programming of macro, can change into a run-time error thus affecting the working
of the macro.
Steps which are required for editing a macro are as follows:
1. In the Code group of Developer tab, click on Macros option. A list of
all Macros will appear in the macro dialog box.
2. Select the macro which needs to be edited.
3. Click on the Edit button on the right hand side. The VBA editor will
open. The user can edit the macro here.
Saving a Macro in Workbook
When a macro is saved in the normal Excel workbook format, a dialog box appears
giving you Yes and No options. If you want to save a file or workbook without
the macros, click on the Yes button.
Screenshot displaying the dialog box wherein macro is saved in a normal
Excel workbook is as shown:
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The method to save a macro in the workbook is as follows: Modifying a Worksheet
5.6 SUMMARY
• Microsoft Excel is used for storing the data in the form of table. It is used by
several organizations to perform complex calculations, statistical analysis
and tracking income and expenses.
• Hide or Unhide Rows and Columns command or operation is found in the
Cells group of the Home tab under the Ribbon interface.
• Freezing and Splitting Rows and Columns command is found in Windows
group of the View tab.
• Freezing refers to the freezing or locking of selected rows, columns or portion
of the sheet, in order to make them visible even during the scrolling of the
rest of the worksheet. It also prevents the user from losing track of the
location or the area of the worksheet where he or she was working at a
certain point in time.
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Modifying a Worksheet • Macros in MS-Excel are used to make repetitive tasks in the workbook
easy. They save the user’s time and ensure accuracy of data as same
command is executed.
NOTES
5.7 KEY WORDS
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Formatting Cells
6.0 INTRODUCTION
In this unit, you will learn about the hyperlinks, formulae and functions. Excel file is
a workbook that contains one or more worksheets. Hyperlinks in excel files helps
in navigating between worksheets. By default, each Excel file has three worksheets.
You will also learn to insert formulae and functions that makes working simpler
and easier.
6.1 OBJECTIVES
2. There are three ways to open the Insert Hyperlink dialog box. They are:
A. Right click on the selected cell and click on Hyperlink.
B. Click on Hyperlink option of Links group under Insert tab.
C. Press the keyboard shortcut CTRL+K.
3. After applying either of the three options, an Insert Hyperlink dialog box
will appear.
Screenshot depicting Insert Hyperlink dialog box is as shown:
4. In Link to option, select Place in this Document for linking the selected
cell with another cell of the same document/worksheet.
5. In Text to Display text box, type the text which is to be displayed, when
the hyperlink is created.
6. In Type the cell reference text box, enter the cell which you want to link
with current cell.
7. From Or select a place in this document list box, select the name of the
sheet within the current document which is to be linked.
8. Click on OK.
In Hyperlink dialog box, the Link to: option is used to select the document
to be linked with the current cell.
If you want to link any existing file or web page with the selected cell, select
Existing File or Web Page option. Create New Document is selected in order
to create a link with the new document and E-mail Address option is selected in
order to link with any E-mail address.
6.2.1 Find, Replace and Go to
Excel 2010 provides some options to find specific data, replace previous data
with new data, and go to specific cell. These are done by Find, Replace and Go
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to command. Find command is used to find quickly specific text, number in Formatting Cells
worksheet. Replace command is used to find and replace any data with new
data. Go to command is used to jump on a specific cell or range of cells. These
commands are available on Editing group on Home tab. Let us learn these
commands one by one in detail. First, we will learn to find text or number in NOTES
worksheet.
Find:
Steps to Find text or number are as follows:
1. Click on Editing group on Home tab
2. Click Find& Select on Editing group.
3. Click on the Find command.
The screenshot of Find & Select is as shown:
4. On clicking, Find and Replace dialog box appears. Type a text or number
that you want to find.
The screenshot displaying 107 number in Find what box is as shown:
5. Click on Find Next button. It selects the cell where 107 numbers placed.
6. If you click on Find All button, the location of all the occurrences of that
number or text is displayed.
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Formatting Cells Replace
Steps to Replace text or number are as follows:
1. Click on Editing group on Home tab
NOTES 2. Click Find & Select on Editing group.
3. Click on the Replace command.
The screenshot of Replace is as shown:
4. On clicking Replace, Find and Replace dialog box appears. Type a text
or number in Find what and Replace with box.
The screenshot of displaying 107number in Find what and127 number in
Replace with textbox is as shown:
5. Click on Find Next button. It will select cell where 107number is placed.
6. Click on Replace button. The number107is replaced with 127.
The screenshot of table after replacing 107 with 127 using Replace button
is as shown:
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7. If you click on Replace all, it will replace all the occurrences of the 107 Formatting Cells
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Formatting Cells 5. Click OK button. The cellsD3 to D7are selected.
Screenshot of table after clicking OK button is as shown:
NOTES
There are various formulas and functions available in Microsoft Excel 2010, which
make Excel simpler and easier to use. Let’s explore these functions in the next
sections.
6.3.1 Working with Arithmetic Operators
Arithmetic Operators involve four major operations. These are: addition,
subtraction, division and multiplication. These are known as the basic operators.
These basic operators can be combined so as to perform more complex
mathematical operations.
For example, if it is required to add cells A1 and A2 and then multiply their
sum by a third cell (A3), then in Excel, this operation can be performed using the
formula:
Similarly, if you want to add cells from A1 to A5 and then multiply their sum
by a third cell (A6), then, write the formula as:
This formula adds numbers in the cell from A1 to A5 and the answer obtained
is multiplied by number in cell A6. The answer is displayed in the cell where formula
is written. While performing more complex operations on an arithmetic operator,
operator precedence plays a very important role. Excel follows the BODMAS
(Bracket Order Division Multiplication Addition Subtraction) rule of order of
execution in arithmetic operations. The order precedence will be clear with the
help of following example:
1. Open a new Excel sheet. In cell A1, enter 25. In cell A2, enter 50 and
in cell A3, enter 2.
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2. Click in cell A5 and enter the formula and hit enter. The answer displayed Formatting Cells
in A5 is 150.
3. Now, enter the formula and hit enter. The answer displayed in A5 is
125. Clicking on cell means that the result will be shown in this cell.
NOTES
In this example, the bracket is solved first where addition takes place.
Thereafter, the result is multiplied by third number outside bracket.
The screenshot representing the discussed example is as shown:
BAHTTEXT It is used for transforming or converting a number to a text using the currency
format BAHT.
CHAR It is used for providing the character of the specified code number or value.
CLEAN It is used for clearing out all those characters from the text that are non-
pritable and will not be printed with the operating system.
CODE It is used for extracting the first character from the text string and returning
the numeric code for that.
DOLLAR It is used for converting a numeric value to text using the $ currency format.
EXACT It is used for finding or comparing two text values.
FIND It is used for locating the position of one text or substring within another text
or string.
FIXED It is used for rounding off the number and fixing the number of decimal
places.
LEFT It is applied to the text value for returning the leftmost characters from it.
LEN It is used for calculating the value of the length of the string.
MID It is used for returning the number of required characters using the provided
position, from the text string.
REPT It is used for repeating the text as per the number of times mentioned or given
RIGHT It is applied on a text value for returning the rightmost characters from it.
SEARCH It is used for searching or locating the required value or text within another
value or text
SUBSTITUTE It is used for replacing the old text with new or current text.
T It is used for checking whether the passed value is text or not. If the value is
text then it returns that and if it is not then double quotes are returned.
TRIM It is used for replacing and trimming out the extra spaces present in the text,
leaving behind only single spaces between words
VALUE It is used for converting the argument or value passed as number to text.
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Formatting Cells 6.3.3 Date and Time Functions
Function Description
DATEVALUE It is used for representing the data in the Excel date-time format,
NOTES by converting the text to numeric value or numbers
DAY It is used for returning or calculating the day of the month by
converting the provided date or serial number
DAYS360 It is used for finding or returning the days present between two
provided dates. It calculates the number of days on the basis of
either a year of 360 days or twelve-30 days-months.
EDATE It is used for returning the same date in the serial format, by using
the supplied start date. The specified months are added or
subtracted from the start date to calculate the past or future dates.
EOMONTH It is used for calculating or finding out the last day of the month
using the given start date and specified month before or after the
start date.
MONTH It is used for extracting or returning the particular month from the
supplied or provided date.
NETWORKDAYS It is used for finding or returning the total number of working or
business days present between two dates. Weekends and holidays
are excluded while calculating the number.
NETWORKDAYS.INTL This is a New Function in Excel 2010. It is used for calculating
the total number of working or business days that are present
between the two dates. It also gives out the number of weekends
and holidays separately while calculating the number of workdays.
NOW It is used for calculating or returning the present date and time
TIME It is used for returning the time in the time zone format by using the
supplied values of Hour, Minute and Second.
TIMEVALUE It is used for returning the current date in a predefined format
without taking any arguments or values.
TODAY It is used for returning the current date in the predefined format
without taking any arguments or values.
WEEKDAY It is used for representing or finding the day of the week by using
the supplied date value.
WEEKNUM It calculates or finds out the week number from the given date.
WORKDAY It is used for calculating or knowing the date before or after given
number of working days and using a specific date as start date.
WORKDAY.INTL This is a New Function which has been added to Microsoft
Excel 2010. It is used for providing the valid date before or after
the supplied date, by calculating the given number of workdays on
the basis of weekends.
YEAR It is used for representing or extracting the year from a given date.
YEARFRAC It is used for calculating the year in fractional form, on the basis of
two supplied dates.
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6.3.4 Math Functions Formatting Cells
Function Description
ABS It is used for converting the given or supplied number into its absolute value.
ACOS It is used for providing the value of a number in arccosine.
NOTES
ACOSH It is used for representing the inverse hyperbolic cosine of a number.
AGGREGATE New function that has been added to Microsoft Excel 2010.It is used for
calculating the aggregate value of a list of numbers or multiple arguments.
ASIN It is used for providing the value of a number in arcsine.
ASINH It is used for or representing the inverse hyperbolic sine of a number.
ATAN It is used for providing the value of a number in arctangent.
ATAN2 It is used for representing the arctangent of the supplied x coordinate and y-
coordinate.
CEILING It is used for returning the number after rounding it up to the nearest possible
integer number or value. The number is rounded up or down on the basis of
the sign the number has.
CEILING It is used for returning the number by rounding it up to the nearest possible
PRECISE integer number or value. The number is always rounded up irrespective of the
number’s sign.
COMBIN It is used for providing all the possible combinations of objects or group of
objects for the specified or given number of values or items.
EVEN It is used for returning the positive or negative number by rounding it up or
down to the even number that is nearest to the supplied number.
EXP It is used for returning the number in exponential form by raising the power
to the number supplied within the function.
FACT It is used for calculating or finding out the factorial of a number.
FLOOR It is used for returning the number by rounding it down to the nearest possible
integer number or value. The number is rounded up or down on the basis of
sign of the number.
FLOOR It is used for returning the number by rounding it down to the nearest possible
PRECISE integer number or value. The number is always rounded up irrespective of the
number’s sign.
GCD It is used for calculating or providing the greatest common divisor of a given
or supplied number.
INT It is applied or used on a real or fractional number to convert it into the nearest
possible integer.
LCM It is used for calculating the least common multiple or smallest common factor
of a given or supplied number.
MMULT It is used for returning the product of two arrays as a matrix product.
MINVERSE It is applied on a supplied array matrix to calculate or find out the inverse
matrix.
ODD It is used for returning the positive or negative number by rounding it up or
down to the odd number that is nearest to the supplied number.
RAND It is used for returning a number ranging between 0 to 1 randomly.
SQRT It is applied to a given number to calculate or return the positive square root
of that number.
SUMSQ It is applied on the list of numbers to return to determine the sum of the squares
of the numbers passed or referred.
TRUNC It is used for truncating or trimming the number by removing or extracting the
decimal points or fractional part from the number. Thus, it converts the given
number to an integer number or value.
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Formatting Cells 6.3.5 Statistical Functions
Functions Description
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LOGEST It is used for returning the exponential trend parameter. Formatting Cells
LOGNORM.DIST It is used for returning log normal distribution.
MAXA It is used for returning greatest value from the argument list.
MINA It is used for returning smallest value from the argument list.
MODE.MULT It is used for returning frequently used values. NOTES
NORM.DIST It is used for returning normal cumulative distribution of mean and deviation.
NORM.INV It is used for returning inverse of the normal cumulative distribution.
PERCENTRANK It is used to find the percentage rank of any element, present in the data set.
PERCENTILE It is used to find data set percentile.
POISSON.DIST It is used for returning position distribution.
QUARTILE It is used to find data set quartile.
STDEV.P It is used to find data set population standard deviation.
STDEV.S It is used for computing standard deviation on the basis of population sample
SMALL It is used to find the smallest element which is present in the data set.
TREND It is used for returning linear trend values.
TRIMMEAN It excludes the smallest and largest element in the data set and finds the mean.
VAR It is used to find the variance of the given data set.
VARP It is used to find the population variance of the given data set.
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Formatting Cells In the above example, cell D2 contains the formula =$B$2*$C$2. Now
when this cell is copied to cell D5, the cell referencing does not change thus
producing the same result as cell D2.
Relative Cell Referencing
NOTES
Accessing cells just by their column and row number is called relative cell
referencing. In relative referencing, there is no need to put $ symbol before row
and column number. In relative cell referencing, the references automatically get
changed or adjusted when a function is copied from one cell to another. Excel
changes the cell addresses with respect to the row and column they are copied to.
In the above example, cell D2 contains the formula B2*C2. When this
formula is copied to cell D5 it changes to =B5*C5, showing relative adjustment
Hence the result 160 is displayed in cell D5.
Mixed Cell Referencing
Mixed Cell Referencing is a mixture of both absolute and relative cell referencing.
In mixed cell referencing, a dollar ($) symbol is placed either before the column or
the row number making only a part of reference absolute.
In the above example, the cell D2 contains formula B$2*C$2. Now, when
you copy the formula to cell E5, the column number automatically changes while
row number being absolute does not. Hence, E5 contains the formula C$2*D$2.
6.5 SUMMARY
7.0 INTRODUCTION
In this unit, you will learn about the sorting and filtering of data. Excel is an
amazing tool for analysing data and Sort and Filter are some of the most
commonly used features that helps to achieve it. Sorting is required to change
the order of the data but to focus on a specific set of your data, you can filter a
range of cells or a table.
7.1 OBJECTIVES
In MS Excel, you can store enormous data. If you want to arrange the data, you
can use Sort command. Filter command is used to find any specific information
from specific column. In Excel 2010, Sort and filter command are available
together in Editing group on Home tab. Both the commands are described in
further subsections.
Sort: Sort is most commonly used command to arrange the list of data in
alphabetical order. In Excel, there are two basic sorting methods such as A to Z
and Z to A. For example, if you want to arrange employee name in ascending
order, click on A to Z in Sort & Filter option. Sort command is used to visualize
the data such that it increases understanding and makes data easily searchable.
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Sort Data in single column Sorting and Filtering
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Sorting and Filtering 5. Click on Sort button.
The screenshot of selecting Sort button is as shown:
NOTES
3. Click on Custom Sort. It shows Sort dialog box as shown in the screenshot:
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4. Select the column that you want to sort in Sort by drop-down box. Sorting and Filtering
Filter
You can find any value, information quickly in worksheet using Filter command.
You can filter more than one column of data. Filter command creates a list of
data. Therefore, you can see any information from a list. Let’s learn how to use
filter command.
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Sorting and Filtering To filter data
Steps to filter data are as follows:
1. Select a table.
NOTES 2. Click on Sort & Filter option in Editing group on Home tab. It displays
the drop-down list.
The screenshot of selecting Sort & Filter is as shown:
3. Select Filter option. It displays a table with drop-down arrows in the header
of each column.
The screenshot of table after applying filter option is as shown:
4. If you click on drop-down arrows, it displays the list of data with check
box.
The screenshot of table displaying drop-down arrows is as shown:
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When you uncheck any check box of data, that data will not be displayed in the Sorting and Filtering
table.
7.4 SUMMARY
• In MS Excel, you can store enormous data. If you want to arrange the
data, you can use Sort command. Filter command is used to find any specific
information from specific column.
• In Excel, there are two basic sorting methods such as A to Z and Z to A.
• Filter command creates a list of data. Therefore, you can see any information
from a list.
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Graphics
UNIT 8 GRAPHICS
Structure NOTES
8.0 Introduction
8.1 Objectives
8.2 Working with Charts
8.2.1 Legends
8.2.2 Formatting Axes and Gridlines within Charts and Graphs
8.3 Answers to Check Your Progress Questions
8.4 Summary
8.5 Key Words
8.6 Self Assessment Questions and Exercises
8.7 Further Readings
8.0 INTRODUCTION
In this unit, you will learn about the working with charts. A chart in Excel refers to
the tool that helps in representing data in the graphical form. It makes it easier for
the audience or a user to understand the task in simple language. It helps in
representing the comparison between the same types of data.
8.1 OBJECTIVES
A chart in Excel refers to the tool that helps in representing data in the graphical
form. It makes it easier for the audience or a user to understand the task in simple
language. It helps in representing the comparison between the same types of data.
There are many functions that can be performed with charts. Let’s learn to create
a chart.
Steps for creating a chart are as follows:
1. Select the cells (rows and columns) containing data for which the chart is
to be created.
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Graphics The screenshot to select all the cells of the table is as shown:
NOTES
2. Go to Insert tab, select the chart type which you want to insert from the
Charts tab.
The screenshot displaying different chart types is as shown:
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Steps for changing the chart type are as follows: Graphics
2. Select the location where you want to move the chart by filling in the text
box Object in.
The screenshot to place the chart to the location as per the user choice is as
shown:
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Graphics 8.2.1 Legends
Legend refers to information about the elements of chart. Legends enable us to
understand what information is given by different colors and trend lines.
NOTES For example: If a record set has three fields, then each field in chart is
represented by a different color.
Snapshot of a chart which has a legend is as shown:
There are three fields shown in this chart: Income, Expense and Profit.
Each is represented by a different color.
Legend Options
Steps for formatting or setting legend as per requirement, are as follows:
1. Select chart.
2. Click on Layout to switch on Layout tab.
3. In this tab, you will find Legend option under Labels group.
Snapshot of Legend in Labels group is as shown:
In this option, you will find various choices to set the legend at the left, right,
top and bottom of the chart or as Overlay Legend. You can change the style as
well, by clicking on More Legend Options under the same popup menu.
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You find the Format Legend window also on the right click popup menu Graphics
of Legend.
8.2.2 Formatting Axes and Gridlines within Charts and Graphs
A chart is a pictorial view of the numeric data contained by a sheet. In Excel 2010, NOTES
you will find various types of charts in the Charts group of Insert tab. These can
be easily inserted in the worksheet.
Excel provides 2D charts as well as 3D charts. You can insert them
according to your need.
Snapshot of a Column type 3D chart is as shown:
Formatting Axes
Steps needed to format the axes of the chart are as follows:
1. First select the chart by clicking on it.
2. Click on Layout under the menu bar in order to show the Layout tab.
Screenshot of Layout tab is as shown:
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Graphics 3. Click on Axes option under Axes group.
Screenshot of sub-options included under Axes option are as shown:
NOTES
4. Within Axes option, you will find various choices under both Primary
Horizontal Axes and Primary Vertical Axes.
Primary Horizontal Axes
Within this head, you will find the following options:
1. None: It is used when there is no need for the axes to be displayed. If you
click on this option, the horizontal axes will be removed.
2. Show Left to Right Axes: The chart presented above shows this option,
as the Vertical Axes is on the left moving to the right side.
3. Show Axes without Labeling: By applying this option, you can remove
only the labels of the axes. It has almost the same effect as the None
option.
4. Show Right to Left Axes: Vertical axis is moved to the right of the chart
and the labeling of horizontal axes starts from right, moving to left.
5. More Horizontal Axes Options: By clicking on this you will find a Format
Axes dialog box, enabling you to change the appearance of the axes. In left
pane of this dialog box you will find various formatting options for applying
on the axes.
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Primary Vertical Axes Graphics
NOTES
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Graphics Snapshot of sub-options of Gridlines is as shown:
NOTES
3. In both of the gridlines you will find same options. The options contained
under these heads are:
• None: Click on it if you don’t want to display gridlines.
• Major Gridlines: This option helps display gridlines with major units.
The gap between gridlines is more than that between minor gridlines.
• Minor Gridlines: Click on it to display gridlines with minor units. The
gap between gridlines is less.
• Major and Minor Gridlines: This option helps display Major as well
as Minor Gridlines. Major Gridlines will be shown with a slightly dark
colour.
Snapshots of Major, Minor and Major and Minor Gridlines for
Horizontal Gridlines are as shown:
1. A chart in Excel refers to the tool that helps in representing data in the
graphical form. It makes it easier for the audience or a user to understand
the task in simple language.
2. Legend refers to information about the elements of chart. Legends enable
us to understand what information is given by different colors and trend
lines.
8.4 SUMMARY
• A chart in Excel refers to the tool that helps in representing data in the
graphical form. It makes it easier for the audience or a user to understand
the task in simple language. It helps in representing the comparison between
the same types of data.
• Chart tools are the tools that can be used to modify the inserted chart. It
appears when the chart is selected in the worksheet.
• Legend refers to information about the elements of chart. Legends enable
us to understand what information is given by different colors and trend
lines.
• Chart: A chart in Excel refer to the tool that helps in representing data in the
graphical form. It increases the understanding of the audience or a user.
• Chart Tools: These tools are used to modify the inserted chart. It will
appear when the chart is selected in the worksheet.
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Graphics
8.6 SELF ASSESSMENT QUESTIONS AND
EXERCISES
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Creating a Presentation
UNIT 9 CREATING A
PRESENTATION
NOTES
Structure
9.0 Introduction
9.1 Objectives
9.2 Requisite Powerpoint: Essential Features
9.2.1 File Management; 9.2.2 Shortcuts and Tips
9.3 Formatting Presentations
9.3.1 Working with Layouts/Templates; 9.3.2 Working with Masters
9.3.3 Applying Design Templates and Themes
9.4 Answers to Check Your Progress Questions
9.5 Summary
9.6 Key Words
9.7 Self Assessment Questions and Exercises
9.8 Further Readings
9.0 INTRODUCTION
9.1 OBJECTIVES
3. As you click on the Save As option, a Save As dialog box appears. From
the dialog box, you can choose the required drive or folder where you want
to save the file.
The screenshot of Save As dialog box is as shown:
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4. In the Save As dialog box, go to the File Name text box to write the name Creating a Presentation
of the file.
5. Choose the format in which you want to save the File. By default file format
is .pptx.
NOTES
6. Click on the Save option available on the bottom right side of the dialog
box to save the file.
Opening a presentation in PowerPoint
Steps for opening a presentation are as follows:
1. Go to the File tab which is present on the left hand side of the ribbon.
2. Go to the Open option of the File tab.
The screenshot of an Open option is as shown:
3. As you click on the Open option, an Open dialog box appears. Choose
the appropriate drive and folder from where you want to open the file.
The screenshot of an Open dialog box is as shown:
4. Choose the file which you want to open by writing its name in the File
name text box.
5. Click on the Open option to open the file.
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Creating a Presentation 9.2.2 Shortcuts and Tips
Shortcuts and Tips for MS PowerPoint are as follows:
Action Keystrokes
NOTES Align the text on left Alt+1
Align the text to right Alt+3
Align the text to horizontal centre Alt+2
Distribute text horizontally Alt+4
Align the text on top Alt+Shift+1
Align the text vertical centre Alt+Shift+2
Bring the text to front Alt+Shift+W
Bring the text forward Alt+Shift+S
Outlining all headings Alt+Shift+A
Send the text back Alt+Shift+Q
Expand the text Alt-Shift +
Normal view Ctrl+1
Increase font size Ctrl +Shift+Y
Decrease font size Ctrl+Shift+X
Regroup objects Ctrl+Shift+G
Redo the last command Ctrl+Z
Underline the selected text Ctrl+U
Paste the copied or cut text Ctrl+V
Move up one paragraph Ctrl+Up+Arrow
Move to end line End
Open the help box F1
Start the presentation from the beginning F5
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Display a black screen B Creating a Presentation
Display a white screen W
End the slide Esc
Move to the next hidden slide H
Close the window Ctrl+W or Ctrl+F4 NOTES
Removes the particular data from the sheet Ctrl+X
either for pasting somewhere else or
permanently
Displays the find and replace dialog box Ctrl+F
Menu bar F10
Place the cursor at the end of the line End
Open the new window Ctrl+N
Move to the next PowerPoint window Ctrl+F6
Broadcasting slide show Ctrl+F5
Paste the content Ctrl+V
Repeat Find Shift+F4
Redo Ctrl+Y
Show heading level 1 Alt+Shift+1
Turn character formatting on or off Num+/
Microsoft PowerPoint 2010 is a software package that is easy to install and use.
It helps to create powerful and visually appealing presentations. The presentations
can be formatted using layouts, masters, design templates and themes, which are
discussed in the following sections.
9.3.1 Working with Layouts/Templates
Layouts are the predefined
and inbuilt slides that define
containers, formatting and
positioning of the content in a
slide. Microsoft Office
PowerPoint 2010 has nine
built-in slide layouts. The
layouts can also be created
and customized according to
our need. Also, it is possible
to share the layouts with other
people.
The screenshot of inbuilt
layouts or predefined
layout present in PowerPoint 2010 is as shown:
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Creating a Presentation Each layout has different types of placeholders at different locations. A placeholder
is a dotted rectangular box which contains data in the form of text, picture, pie
chart, etc. It determines the location of the data inserted. Placeholders cannot be
added to individual slides although they can be inserted in a slide master.
NOTES
Standard Layout
When we open a new presentation in PowerPoint, the default slide that opens is
called Title Slide.
The screenshot of Standard Layout is as shown:
The other standard layouts like Title and content, Two Content, Comparison,
etc. can also be used instead of Title Slide depending upon the need.
Custom Layout
Sometimes the presentation needs a different kind of slide layout which is not
available in the built in layouts. In this case, we are allowed to create our own
layout according to our need. These layouts are called as custom layout. In
custom layout, we can add any number of placeholders, apply any theme, effects
or background according to our need. These customized layouts can also be
stored as a template so that we can use them whenever the need be.
Steps for creating a custom layout are as follows:
1. Click on View tab and then click on Slide Master tool.
2. As you click on the Slide Master tool, a Slide Master tab gets displayed
on the ribbon. In Slide Master tab, click on Insert Layout.
3. Now, click on Insert Placeholder which is present in the Master Layout
group in order to add context, text, picture and other placeholders.
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4. When modification in the layout gets completed then switches to File tab. Creating a Presentation
5. Click on Save As, then type the name of custom layout and select
PowerPoint Template in Save as type list.
6. Click on Save button. NOTES
The screenshot of creating a Custom Layout is as shown:
You can customize your layout by adding text, picture, graph, charts, sound, movies
and many more things.
9.3.2 Working with Masters
Slide masters helps to create good and attractive presentations in less time. When
all the slides need to have same font type or company logo then, for solving this
purpose we make changes in the slide master.
We can change font, add images and can make other changes in the slide
master. To get to slide master we need to click on View tab and then click on
Slide Master. The master slide is the top slide in the Slide Master View pane.
If we edit the top slide of the slide master, then, the changes performed on the
Master slide will automatically appear in all the slides of the presentation.
Slide master is used because of the following reasons:
• If you want to change style in various slides in the presentation, then,
you have to make changes only in the layouts and Slide Master in the
Slide Master View. You are required to make changes in the Slide
Master only once, hence, all the slides following that master reflect
those changes.
• After making changes in the Slide Master like formatting or adding
content in the form of fonts, images, charts, shapes, background etc.,
they cannot be deleted by anyone working in the Normal view.
Steps to create a custom layout are as follows:
1. Click on the View tab and then click on Slide Master tool.
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Creating a Presentation 2. As you click on the Slide Master tool, a Slide Master tab gets
displayed on the ribbon. In Slide Master tab, click on Background
tool to change the background of slides.
3. When modification in the layout gets completed, switch to File tab.
NOTES
The screenshot of changing the background of slides to style 7 using Slide
Master is as shown:
4. Click on Save As option in the File menu, type the name of custom
layout and then select PowerPoint Template in Save as type list.
5. Click on the Save button.
The slide master should be created before making a presentation otherwise,
the slides may not fit in the slide master design owing to formatting or background
colors .
9.3.3 Applying Design Templates and Themes
Themes and design templates are the palette of font’s colors and graphics like 3D
images or shadows that work in tandem to produce visually appealing slide
presentations. By default, office theme is applied on the new presentation.
Steps for Applying Themes are as follows:
1. Click on the Design tab.
The screenshot of Design tab is as shown:
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2. Click on the theme which you want to select for slide. Also, the color, font Creating a Presentation
2. Suppose the user wants to change the color placeholder of the theme. The
user must go to the Edit Theme group and select a theme from Theme
dropdown box.
3. Suppose the user wants to change the color of the text. Firstly, the text
needs to be selected. Afterwards the user navigates to the Home tab and
applies a font color which he wants by clicking on the Font Color dropdown
box present in the Font section.
Changing Font Placeholder
The steps needed for changing font placeholder are as follows:
1. Click on the View tab. Next, click on Slide Master present in the section
Master Views. When you click on Slide Master, Slide Master tab is
added.
2. If the user wants to change the font placeholder of the theme, he must go to
Edit Theme group and choose a fonts using Fonts dropdown box.
3. Suppose the user wants to change the font of the specific text. Then, the
First thing to do is to select the text. Next, the user navigates to the Home
tab and applies any font he wants by clicking on the Font dropdown box.
This dropdown box is present in the Font section.
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Creating a Presentation Changing Effects
The steps which are needed for changing effects placeholder are as follows:
1. Click on the View tab. Next, click on Slide Master present in the section
NOTES Master Views. When you click on Slide Master, Slide Master tab is
added.
2. The user can change the effects placeholder of the theme by going to Edit
Theme group and choosing any effect under the Effects dropdown box.
9.5 SUMMARY
• The presentation consists of series of Slides on which information in the
form of text, pictures, graphics, audio, etc. Each slide can be viewed one
after other, just like flipping pages of a book, in the form of Slide Show. The
PowerPoint presentation can also be converted into a video with the help
of custom animations.
• In PowerPoint 2010, by default, files are saved in .pptx format.
• Layouts are the predefined and inbuilt slides that define containers, formatting
and positioning of the content in a slide. Microsoft Office PowerPoint 2010
has nine built-in slide layouts. The layouts can also be created and customized
according to our need.
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• In custom layout, we can add any number of placeholders, apply any Creating a Presentation
• Layouts: Layouts are predefined and prebuilt slides that define containers,
formatting and positioning of the content in a slide.
• Themes: They are palette of font’s colors and graphics like 3D images or
shadows that work in tandem to produce visually appealing slide
presentations. Themes can be applied to the current slides.
• Slide Masters: These are slides that are based on a theme and have a set
of layouts. This option is available in View tab.
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Slides
UNIT 10 SLIDES
NOTES Structure
10.0 Introduction
10.1 Objectives
10.2 Enhancing Presentation
10.2.1 Applying Animation
10.2.2 Transition Effects
10.2.3 Including Header and Footer
10.2.4 Working with Tables, Images and Illustrations
10.3 Delivering a Presentation
10.3.1 Setting for Slide Show
10.4 Answers to Check Your Progress Questions
10.5 Summary
10.6 Key Words
10.7 Self Assessment Questions and Exercises
10.8 Further Readings
10.0 INTRODUCTION
In this unit, you will learn about the application of animation, transition effects and
header and footer. Animation is one of the most common features of MS
PowerPoint. It is used to make an attractive presentation and for creating the
interest in audience. Slide Transition is also an animation effect which is to define
effects while proceeding from one slide to next slide during the slide show. It also
includes adding sound effects. You can apply the different kinds of transition effects
in slides of a presentation. You will also learn how to deliver a presentation.
10.1 OBJECTIVES
MS Office 2010 plays an important role in business, seminars and for personal
use. It allows the user to demonstrate information in office conferences, class
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lectures and seminars in such a way that it leaves the maximum impression in a Slides
least amount of period. Features used for enhancing the presentation are as follows:
• ApplyingAnimation
• Transition Effects NOTES
• Including Header and Footer
These features can be applied on the blank slide.
Steps to create a blank slide are as follows:
1. Click on the File menu.
2. Select the New option of the File tab and click on it.
3. A new window of Available Templates and Themes appears.
4. Click on the Blank presentation and then click on the Create button on
the right hand side of the window.
The screenshot displaying the Blank presentation is as shown:
Another way for creating a presentation is clicking on the slide work space or
Slide Pane. As you click on it, a blank slide appears where user can create
presentation and add the features for enhancing the presentation.
10.2.1 Applying Animation
Animation is one of the most common features of MS PowerPoint. It is used to
make an attractive presentation and for creating the interest in audience. MS
PowerPoint 2010 provides different varieties of animations that can be applied to
text, picture or other graphics in multiple ways.
The screenshot of Animations tab is as shown:
The first part of the Animations group provides the various options for applying
animations to a character, text, picture and graphics within each slide.
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Slides Steps to choose an animation for applying it to objects of a slide are as follows:
1. To get all of the options from Animations group, click on the Down Row,
Up Row and Many arrows to the right of the Animations options pane.
NOTES 2. Select the Animation option to apply on the text or other graphics.
The screenshot of Animation options is as shown:
4. Click on the Add Animation icon present next to Effect Options. As you
click on Add Animation, a pictorial view of all of the animation effects to
animate text or graphics appears.
5. Choose the animation effect for adding it to the required object. The selected
animation effect will be highlighted in golden color.
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The screenshot of Add Animation and selecting a specific animation effect Slides
is as shown:
NOTES
6. Timing group of Animations tab allows user to adjust the sequence and
timing of selected animations. User can also adjust settings if an animation
should be performed when the mouse is clicked or automatically.
The screenshot of Timing group is as shown:
7. Click on the Animation Pane, it displays all the animations applied to each
slide.
The screenshot of Animation Pane is as shown:
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Slides 8. After selecting all the animations as per the requirement, you can see the
preview by clicking on the Preview icon available below the File menu.
The screenshot of Preview option is as shown:
NOTES
2. Click on the ‘Up’ and ‘Down’ arrow of Transition to This Slide group to
choose a special effect that gets applied during the transition between the
previous slide and next slide.
The screenshot displaying all the Transition Effects is as shown:
3. As you click on any of the transition effects, a preview of the theme plays in
front of you. To set the transition to slide, left click on the choice which you
want.
4. Click on the Apply To All option of the Transition tab to apply the same
transition effect on all slides.
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5. Click on the list box of the Sound option of Transition tab. Slides
6. Select and click on the sound which you want to play during the transition
between the current and the previous slide.
The screenshot displaying different types of Sound options is as shown: NOTES
7. After applying all the transitions you can also see the preview of a slide by
clicking on the Preview option.
10.2.3 Including Header and Footer
Header and Footer feature in PowerPoint application allows user to add slide
number, date, name of person or a company, etc. to each slide. It contains
information that is present throughout the slides of a presentation.
Steps to add the header and footer are as follows:
1. Click on the Insert tab of the Menu bar.
2. Click on the Header & Footer icon in the Text group.
The screenshot of Header & Footer icon in Text group option is as shown:
3. As you click on the Header & Footer icon, a Header and Footer dialog
box appears on the screen.
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Slides The screenshot of Header and Footer dialog box is as shown:
NOTES
4. Click against the various check boxes available inside the Slide, Notes
and Handouts options of a Header and Footer dialog box as per the
requirement.
5. Click on Apply to All button.
10.2.4 Working with Tables, Images and Illustrations
An illustration is the area which is used to insert different types of shapes, charts
and graphics. Illustrations provide the facility to insert pictures and clip art from
the files and website provider. It also provides the facilities to take screenshot
directly from the document. Illustrations help in making the document more attractive
and effective. Illustrations option is available in the Insert menu. It contains
three icons: Shapes, SmartArt and Chart.
The screenshot of the Illustrations is as shown:
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Create and Format a table Slides
3. Click on the Insert Table command from the drop-down menu. An Insert
Table dialog box appears where you can add the required number of rows
and columns.
The screenshot of an Insert Table dialog box is as shown:
4. You can also insert the table by selecting the required number of rows and
columns on the Table grid of the drop-down menu.
The screenshot of inserting a table using table grid is as shown:
5. For adding text to the table cells, click on a cell and enter the text.
6. For adding a row at the end of a table, click on the last cell of last row and
then press TAB.
For Adding a Column or a Row
Steps to add a column or a row are as follows:
1. Click on the cell (insertion point) adjacent to which you wish to add row or
column.
The screenshot displaying the insertion point is as shown:
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Slides 2. Use commands available in Rows & Columns group under Layout tab of
Table Tools to insert rows or columns (above, below, left and right) of the
selected cell.
The screenshot of Layout tab having Rows & Columns group is as shown:
NOTES
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The screenshot of SmartArt option in Illustrations group is as shown: Slides
NOTES
7. You can also change style, color and effects of the SmartArt Graphic by
using the SmartArt Styles group.
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Slides The screenshot of SmartArt Styles group is as shown:
NOTES
2. You can change the size of the SmartArt shapes by clicking the Smaller
and Larger icons from the Shapes group of the Format tab.
The screenshot of Shapes group is as shown:
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Steps to insert a chart are as follows: Slides
3. Click on the Chart option. As you click on it, an Insert Chart dialog box
appears.
The screenshot of Insert Chart dialog box is as shown:
4. On the left pane of an Insert Chart dialog box, a Templates list of type of
charts appears.
5. Select the type of chart you want to use for inserting the data.
6. Click OK button after selecting the required chart.
7. As you click OK button, an Excel window appears automatically as the
placeholder for inserting the data.
The screenshot of an Excel sheet corresponding to a chart is as shown:
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Slides 8. We can click the Insert Chart option to insert a new chart, if a slide layout
has a Content Placeholder.
NOTES
9. For editing the data of chart, select Chart and click on Edit Data option in
the Design tab of Chart Tools group.
The screenshot of Edit Data option is as shown:
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Animating Parts of a Chart Slides
In a power point presentation, slides also contain charts. Charts are the symbolic
representation of data. Charts are used for analyzing and comparing different types
of data, an organization generates. For example, the sales of different products of NOTES
a company can be analyzed in order to visualize how targets are to be achieved. In
a presentation, the charts are drawn using Microsoft PowerPoint 2010. The
method of drawing charts is as follows:
1. Go to the Insert tab present on the ribbon.
2. Navigate to the Illustrations section and click on Chart button.
3. The Insert Chart dialog box will open. Choose any category of chart from
left hand side and select the type from the right hand side.
4. Click on OK button. After clicking the OK button, Excel window in which
data is present will open. Screenshot displaying the Excel Window is as
shown:
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Slides
NOTES
3. Choose any of the animations you want by clicking on it. The animation will
be applied on all the parts of the chart.
4. In order to apply animation on part of the chart, click on Animation Pane
present inside group Advanced Animation. Animation Pane dialog box
will appear on the right hand side.
Screenshot displaying Animation Pane dialog box is as shown:
5. Select the specific portion of the chart to which you want to apply animation.
6. Right click on that portion under the Animation Pane.
Screenshot displaying the options after right clicking is as shown:
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7. Click on Effect Options from the dropdown menu. Slides
Screenshot displaying dialog box that appears after clicking Effect Options
is as shown:
NOTES
8. Click on the Chart Animation tab. All the options of Chart Animation
tab will be displayed.
Screenshot displaying Chart Animation options are as shown:
9. Under Group chart, there are several options available in the drop down
list. Choose any option as you see fit.
10. After selecting the Group chart option, check the check box below which
has the caption Start animation by drawing the chart background. By
checking this check box the slide show will start the animation by drawing
the chart background. Then click OK button to save all the animation options.
11. Finally the preview of the presentation can be seen by choosing Slideshow
tab and clicking From Beginning or From current slide, as per the order
of the slides present inside section Start Slide Show group.
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Slides Using a Shape as a Text Box
Microsoft Office PowerPoint 2010 allows its users to use Shapes as Text Boxes,
which implies that you can add a Shape to your slide and then you can use it as a
NOTES Text Box to write text inside it, making presentations more beautiful and informative.
Turning a Shape into a Text Box
Shapes can be added to Microsoft Office PowerPoint 2010, using the Shapes
option under the Illustrations group of the Insert Tab. You can insert any shape
of your choice and use it to write text.
Steps to add a rectangular shape and use it as a Text Box are as follows:
1. First go to the Insert menu of the menu bar and click on it.
2. When you click on the Insert tab, you will find Illustrations group containing
three options namely, Shapes, SmartArt and Chart.
Screenshot displaying Shapes under the Illustrations group of the Insert
tab is as shown:
3. Now, click on the drop down arrow of the Shapes icon, to select the
ready-made list of available shapes like Lines, Rectangles, Basic Shapes,
Block Arrows, Equation Shapes, Flow charts etc.
Screenshot displaying several options for selecting and inserting shapes from
Shapes option is as shown:
4. Now, suppose you want to insert the rectangle shape. Click on the first
shape under the Rectangles section.
Screenshot displaying the selection of rectangle shape is as shown:
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Slides
NOTES
5. Now, after selecting the desired rectangular shape, drag the cursor and
click on the area where you want to create your rectangle. Move the cursor
away to create the rectangle.
Screenshot displaying the rectangle inserted into the PowerPoint file is as
shown:
6. Now, as the rectangle is created and inserted, just click on the Rectangle
and wait for it to show a blinking cursor in the middle. This cursor will allow
you to enter text.
7. Enter the text in the Rectangle and press Enter. Thus, we see how,
Microsoft PowerPoint 2010 provides us the facility of turning any shape
into a text box.
Screenshot of the Rectangle Shape seen in the PowerPoint slide, after
entering the text is as shown:
NOTES
2. When you click on the Text Box, the shape of the cursor on the screen
changes.
3. Now, click on the desired location and drag the cursor to insert a text box.
Screenshot of a Text Box with sample text is as shown:
4. Now, go to the Home tab, and use the shape styling options of the Drawing
group to use this text box as a shape.
Screenshot of the Drawing group of the Home tab is as shown:
5. Choose from the Quick Styles, Shape fill, Shape Outline or Shape
Effects to add a shape effect.
Screenshot of a text box, after adding Quick Style into it, is as shown:
after preparing a presentation. The slides should appear one by one so that there
is enough time for delivering the speech accompanying the presentation. Let’s
learn to prepare a slide show.
NOTES
10.3.1 Setting for Slide Show
When all the slides are created for the presentation, you can view the entire show
in a sequence. The best way, to view the slides whether you are previewing a
document or presenting it in front of the audience, is to use the Slide Show tab
available on the Ribbon.
Steps to view the slides of a presentation in a sequence are as follows:
1. Go to the Slide Show tab in the Ribbon view.
2. To start the presentation from the first slide, click on the From Beginning
icon of the Start Slide Show group. To start the presentaion from the current
slide, click on the From Current Slide.
The screenshot of Slide Show tab is as shown:
Second option to fast preview a slide is to click on the Slide Show button that is
available next to the Reading View, which is available at the lower right side of
the PowerPoint window (shown with red border). The slide show starts from the
selected slide.
The screenshot displaying the Slide Show button is as shown:
To go to the previous slide, click on the left facing arrow and to move on the next
slide, click on the right facing arrow. It is also possible to move the slides by
clicking the mouse button or by using the right and left arrows on the keyboard.
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Slides • End the Slide Show
To end the slide show, you can use two methods:
o First, go to the Presentation menu and click on the End Show option.
NOTES The screenshot displaying the presentation menu with End Show option is
as shown:
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4. Click on Set Up Slide Show, Set Up Show dialog box will appear on the Slides
screen.
Screenshot for Set Up Show dialog box is as shown:
NOTES
NOTES
By clicking on the next button, the next slide will appear and you can record
the transition time from this slide to the next.
3. After setting the time for the last slide, total time for the presentation will be
prompted and you will be asked to do the following:
• To keep the record for the slide timing, click Yes.
• To discard the slide timing, click No.
Screenshot for accepting or rejecting the slide timing is as shown:
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3. Steps to view the slides of a presentation in a sequence are as follows: Slides
10.5 SUMMARY
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Slides
10.7 SELF ASSESSMENT QUESTIONS AND
EXERCISES
NOTES 1. Create and deliver a presentation on the different types of information systems
including the following features.
(i) Animation effects
(ii) Transition effects
(iii) Includes header and footer
(iv) Includes table that shows the features of different categories of info.
System.
2. How you will add charts in presentation? Show this using an existing
PowerPoint presentation.
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Video and Audio Effects
11.0 INTRODUCTION
In this unit, you will learn about the creating and delivering the live presentation
that includes audio and video files. This can done by adding animation, themes,
bullets and numbering. In a presentation, short sentences are used generally and
explanations are provided by the person who is delivering the presentation. Audio
and video files can be added using media clips option in the insert tab. You will
also learn how to import image files in PowerPoint.
11.1 OBJECTIVES
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4. Click on Start Broadcast button. PowerPoint will then connect to the Video and Audio Effects
server.
Screenshot showing the process of PowerPoint connecting to the server is
as shown:
NOTES
5. At the time of connecting to the server, a new dialog box appears on the
screen asking about Windows Live ID credentials. Enter the email address
of hotmail.com, outlook.com, etc.
Screenshot displaying the Windows Live ID credentials dialog box is as
shown:
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Video and Audio Effects 6. Click on OK button to connect PowerPoint to the server.
7. When PowerPoint is connected to the server, the Broadcast Slide Show
dialog box appears. Here, PowerPoint creates a URL for the presentation
you have prepared. This URL can be send to other users with the help of
NOTES
email, by clicking on Send in Email or by copying the link through Copy
Link button.
8. When the spectators receive the URL, the presenter clicks on Start Slide
Show button to deliver a live presentation.
Screenshot when spectators receive the URL, before clicking on Start
Slide Show, is as shown:
9. When the presentation ends, the user should click on End Broadcast button
to end it.
Screenshot for ending the broadcast is as shown:
10. When End Broadcast button is clicked, a dialog box appears asking you
whether you want to end the broadcast or cancel it.
Screenshot after clicking End Broadcast button is as shown:
11. When End Broadcast button under the dialog box is clicked, the remote
user is disconnected.
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Screenshot of the spectator screen when presentation ends is as shown: Video and Audio Effects
NOTES
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Video and Audio Effects Screenshot displaying the Audio icon, visible after clicking the drop down
arrow, is as shown:
NOTES
3. You can choose any of the three options to add audio from various sources,
like from a previously saved file on your computer or from Clip Organizer.
4. Suppose you choose Audio from File option, then on clicking Audio from
File, Insert Audio dialog box appears, showcasing a set of folders having
the music or song files present on your system.
5. Now, navigate to the appropriate folder to use or place the desired audio
file into the PowerPoint File
6. Click on Libraries and then double click on the Music library file or option.
When you click on Music, the Sample Music folder appears. Next, double
click on it.
7. After clicking on Sample Music, a window containing all the music files
available in your system appears. Here, you can choose any media or sound
file, you want to insert in your presentation.
Screenshot of the Insert Audio dialog box and files showcased under the
Music Folder, after clicking on Audio from File, is as shown:
8. After choosing the desired file, click on the Insert button which will add
the audio file to the slide.
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Screenshot of the slide after the Audio File has been added is as shown: Video and Audio Effects
NOTES
4. Now, you can choose one of the three options to add Video from various
sources. Click on Video from File or to add from a website, click on
Video from Web Site. To add from Clip Organizer, click on Video from
Clip Organizer. Here, for example, let’s click on Video from File. On
clicking Video from File, Insert Video dialog box appears displaying the
set of folders having all the music or song files present on your system.
Screenshot displaying the Insert Video dialog box containing the Pictures
and Videos library is as shown:
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Video and Audio Effects 5. Now, navigate to the appropriate folder to place the desired video file in
the PowerPoint file.
6. Click on Libraries and then, double click on the Video or Picture library
file.
NOTES
7. When you click on the Video library, the Sample Video folder appears.
Double click on it.
8. After clicking the Sample Video, a pop-up window containing all the video
files available in your system appears, from where you can choose any
media or video file to insert in your presentation.
Screenshot of the video file present in the Sample Video folder, visible
after clicking on Video library, is as shown:
9. After choosing the desired file, click on Insert button. This will add the
video file to the slide.
11.2.2 Importing Image Files into PowerPoint
Steps for importing image files into a PowerPoint presentation are as follows:
1. Open the PowerPoint presentation in which the image is to be added.
2. Click Insert tab available on the top of the window where the Picture icon
is placed.
Screenshot for displaying Insert tab and Picture icon is as shown:
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3. Click on the Picture icon. You will see that the Insert Picture dialog box Video and Audio Effects
appears on screen.
4. Once the Insert Picture dialog box opens, select the picture to be added.
Screenshot for showcasing Insert Picture dialog box is as shown: NOTES
5. After selecting the picture, click on the Insert button. The picture will be
automatically added to the presentation.
The above description shows how to insert a picture file, irrespective of the
source of the image file. Next, you will learn how to insert image files using
different ways and from different sources.
• Linking to a Graphic File
There are several ways to insert a graphic file into a PowerPoint presentation.
Some of them are mentioned in the description below.
1. Open the PowerPoint presentation to which the image is to be added.
2. Click Insert tab available on the top of the window, where the Picture
icon is placed.
3. Click on the Picture icon, the Insert Picture dialog box will appear on
screen.
4. When the Insert Picture dialog box opens, select the picture to be imported
into the presentation and then click Insert button.
5. The Insert button presents a drop down list with three options. These
options are used to insert graphic files in the PowerPoint presentation, in
three different ways.
• Insert – This is the default button under the dialog box. It simply inserts
the required graphic file into the presentation but maintains no connection.
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Video and Audio Effects • Link to File – The Link to File option creates a link to the file in the
presentation. However, it does not keep a local copy of the image file in
the PowerPoint presentation. When the created link is clicked, the image
file is retrieved from the disk. If the image file is not available, an empty
NOTES frame with a red X in the corner is displayed. The Link to File option
keeps the original PowerPoint file saved in a small size because it does
not contain the actual image file, rather it has the link to the particular
image file. Hence if the graphic file is removed or deleted from its original
location, PowerPoint will not be able to find the image file in future. The
Link to File option does not create a dynamic link and is less flexible
• Insert and Link – The Insert and Link option creates a link to the
image file and also inserts a local copy of the image file. The local copy
is inserted so that in case the linked copy of the image file is not available,
the local copy of the image file can be used.
Screenshot for displaying Insert Picture dialog box with Insert button’s
drop down list is as shown:
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Video and Audio Effects The pictures can also be inserted directly from the camera to the Clip Organizer,
as done for the scanners.
• Capturing and Inserting Screen Shots
NOTES A screenshot is an image or picture taken from the computer screen, using the
utility available in the Windows Operating System itself. These pictures or images
can be inserted in the PowerPoint presentation.
The Windows Operating System has always had a screenshot feature called Print
Screen key, which is built into it. This Print Screen key can be pressed to
transfer images on the screen to the clipboard. Then, you can copy and paste it in
the PowerPoint presentation slide directly. Also, you can copy and save the file in
an image editing program such as Paint which is mostly available in all the versions
of Windows Operating System. In Windows 7, there is an option called Snipping
Tool used for taking screenshots.
In PowerPoint 2010, you can capture screenshots directly and insert them into
the PowerPoint presentation. You can also use the screenshot command to capture
individual windows instead of capturing the entire screen.
Steps for taking the screenshot of an open window are as shown
1. Open the slide of the PowerPoint presentation in which the screenshot is to
be placed.
2. Choose Insert tab. Then, click on the Screenshot option. After choosing
the Screenshot option, a menu appears showing the available windows in
the form of thumbnails.
3. Click the thumbnail image of the window to be captured as a screenshot.
The image is immediately inserted into the slide of the PowerPoint
presentation.
Using Screen clipping command to insert the image
There are certain times, when the required window is not available in the thumbnails
list or the size of the image needs to be changed. You can use the screen clipping
command to crop the size of the image and use it in the presentation.
Steps for taking screenshot using screen clipping command are as
shown
1. Open the window or an application to be captured as a screenshot.
2. Use the taskbar to switch to the PowerPoint presentation slide, where the
image is to be inserted.
3. Choose Insert tab. Then, click Screenshot option and choose the Screen
Clipping option. Afterwards, minimize the PowerPoint window. You will
find the window to be captured beneath.
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4. Now, select the area to be cropped by dragging the mouse pointer. Once Video and Audio Effects
the mouse button is released, the defined area appears in the slide of the
PowerPoint presentation.
NOTES
Check Your Progress
1. What are the file format supported by the PowerPoint 2010?
2. What is the shortcut key for saving a presentation?
1. PowerPoint supports a large variety of video files such as, Windows Media
File, MP4 Video, MPEG-2 TS Video and Window Media Video File,
along with audio files such as ADTS Audio, AIFF audio file (aiff), AU audio
file, MP3 and MP4 audio files.
2. CTRL+S is the key for saving a presentation.
11.4 SUMMARY
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Video and Audio Effects
11.6 SELF ASSESSMENT QUESTIONS AND
EXERCISES
NOTES 1. Add audio and video files available on your system in a PowerPoint
presentation.
2. Insert/import an image file to a PowerPoint presentation.
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Access Database Wizard,
12.0 INTRODUCTION
12.1 OBJECTIVES
On the top of the program window, is a strip called the Ribbon. This Ribbon is a
NOTES component of the new user interface provided by MS Access 2010. This Ribbon
view makes it easy to access the various commands for different applications.
Ribbon is basically a set of toolbars that lists the various commands and tools
available in MS Access 2010, for performing various tasks or activities. The
Ribbon is in the form of a horizontal tab with all the organized commands taking
the form of tabs and groups. Screenshot for displaying Ribbon is as shown:
When each of the options on the Ribbon tab is clicked, then respective
options will be displayed.
Example: When a user clicks on the Create tab then various options will be
displayed, such as Create the table, Table Design, SharePoint Lists etc.
Screenshot displaying the options under Create tab is as shown:
12.2.1 Description of MS
Various tabs of MS Access are given below:
Home Tab
Home tab in MS Access 2010 provides the basic commands which are required
most often.
Screenshot displaying all the tabs is as shown:
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In Home tab, there are six groups which are: Access Database Wizard,
Pages and Projects
• Views: It provides various ways to view the created tables. A user can
switch between various views such as, DataSheet View, PivotTable View,
PivotChart View and Design View. Each View has its own advantage,
NOTES
when it comes to viewing and understanding the table.
• Clipboard: It provides various commands to the user, such as Cut, Copy
and Paste.
• Sort & Filter: It provides various commands enabling sorting of the available
records of a table and also facilitating filtering of the tables according to
required criteria.
• Records: It contains commands that provide flexibility of working with the
records of a table.
• Find: It provides various commands to Find, Replace and Go To. The
last option enables navigation to a particular piece of text or field of a table.
• Text Formatting: It provides various text formatting options under the
formatting subgroup, helpful for adjusting the font size, font color and other
attributes.
Create Tab
Create Tab in MS Access 2010 provides a graphical user interface for various
commands. In Create tab, there are six groups which are:
• Templates: It provides Application Parts, including a list of predefined
forms. Along with this user can also create own DialogBox and
MessageBox.
• Tables: It provides options for creating a table and designing it.
• Queries: It provides Query Wizard and Query Design to enable the
user to perform SQL operations on the database with the help of SQL
queries.
• Forms: It provides us with commands to help create and design forms.
• Reports: There is also an option for creation and designing of reports, on
the basis of the data present in the tables.
• Macros & Code: It provides users the ability to write code, run and debug
it with the inbuilt visual basic editor linked with the MS-Access Database.
External Data
In External Data tab, there are three groups, which are:
• Import & Link: This tab allows us to import data from external sources.
The data can be imported from excel documents, xml files, access files or
ODBC data files. You can also import previously saved database files using
‘Saved Imports’ command.
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Access Database Wizard, • Export: Using the commands available under this tab, a user can also export
Pages and Projects
database files and save them in the above mentioned formats.
• Collect Data: This subgroup provides options to create emails and manage
your replies.
NOTES
Database Tools
In Database Tools tab, there are six groups which are:
• Tools: This subgroup provides us a list of tools, essential for the proper
handling and managing of the database.
• Macro: In this subgroup, one can use the visual basic editor to create,
modify, and manage the macros.
• Relationships: It provides the options for defining the relationships between
various tables, in order to perform join operations on the tables, with the
help of primary and foreign keys.
• Analyze: It enables the users to identify the redundant data.
• Move Data: It is equipped with the feature of integration with various
backend databases such as Sql Server, Access Database and SharePoint
database etc.
• Add-Ins: It allows new features to be added to Access 2010.
Fields Tab
Through the available commands, one can also enable auto numbering of our
fields and delete the values in the selected fields. In Fields tab, there are five
groups which are:
• Views: It provides various ways to view the tables created.
• Add & Delete: Using the commands provided by this ribbon group, the
user can define the type of the fields in our table.
• Properties: This ribbon group provides various commands, allowing a
user to set the name, caption and description of a field.
• Formatting: This ribbon group provides options to modify the fields, such
as making the field Auto Number.
• Field Validation: This ribbon group provides commands to validate the
database fields such as making the field of person_id unique.
Table Tab
In Table tab, there are five groups which are:
• Properties: Using the commands available in this tab, a user can set or
change the properties of the table such as filtering and ordering of table,
using Order By command in ascending or descending order.
• Before Events: It provides commands that are useful in setting
preconditions, i.e. conditions before the occurrence of a defined event.
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• After Events: It provides commands that are useful in setting post conditions, Access Database Wizard,
Pages and Projects
that is, conditions following the occurrence of a defined event.
• Named Macros: It provides the option for creating a user defined macro.
• Relationships: It provides a complete graphical view of the table, enlisting NOTES
its various attributes along with the primary and the foreign keys.
3. After choosing the Blank database option and writing the name in the
File_Name box, click on Create option to create the database. Self-Instructional
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Access Database Wizard, • Creating Table
Pages and Projects
A ‘Table’ is a grid containing columns and rows in it. It contains cells, which can
contain any content inside them. At the moment you create the database,
NOTES automatically Table 1 is created.
For creating the new table, follow the steps as given below:
1. Click on the Create tab on the Ribbon view.
2. As you click on Create tab, Tables group containing the various options
offers you alternative methods to create a new table.
Screenshot containing the Tables group inside the Create tab is as shown:
3. Now, click on the Table option in the Tables group. As you click on it, a
blank datasheet will be created for you, with an ID field and an Add New
Field column.
4. As you enter data into the Add New Field column, another Add New
Field appears and the previous Add New Field column is relabeled as
Field1.
Screenshot displaying the Student record in table in Date sheet view is as
shown:
3. As you click on the Design view option a table having the different fields
or attributes as Field Name, Data Type and Description appears in front
of you.
Screenshot displaying the Table created in Design View is as shown:
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Access Database Wizard, Steps for creating the table by entering data are as follows:
Pages and Projects
1. In the ribbon, click on the Create tab and then click on Table button.
This creates a new table as shown in the screenshot:
NOTES
2. Now, start entering the data in the field. Enter the data in the field and when
done, press the right arrow key on the keyboard. This sets the ID field to 1
and the type of data for the field would be set according to the data that
was entered. The screenshot displaying the type of data would be set to
Text for the Field1 as shown:
3. Keep entering the data till the time you want more columns. Once all the
columns have been filled, click on the new row. Table structure would be
saved according to the data entered in the first row.
The screenshot displaying a table with 3 columns of type Text, Text and
Number respectively, is as shown:
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12.3.1 Designing Your Own Database Access Database Wizard,
Pages and Projects
MS Access 2010 provides a large number of pre-built templates. However,
sometimes a user has very unique needs or the user may have existing data that he
or she needs to incorporate. Then, the user may need to design his own database. NOTES
This can be easily done in MS Access. You can create your own database by
creating your own tables, reports, forms etc. There are two options for creating
your own database, which are as shown:
• Create a blank database
You will have to edit, paste and import data into the created tables in order to
create a new database. Repeat this process till all the tables are incorporated into
the database.
Steps for creating a blank database are as shown:
1. Click on the File tab. A sidebar will open. Then select New from the sidebar.
2. Type the name of the database in the File Name box, under Blank
Database. Then locate the position where you want to store your database.
Screenshot displaying Blank Database creation is as shown:
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Access Database Wizard,
Pages and Projects
NOTES
5. Provide the field names and enter the data in your table. You can rename
your table by right clicking on the table name in the Navigation Pane, then
select the option ‘Rename’.
6. After entering all your details in the Table, click on the Save option i.e. the
‘Save’ icon visible on the top of the quick access toolbar. Then choose
‘OK’ to save your table. Here, you can also change the name of the table
and click ‘Ok’ to save it.
Screenshot displaying saving and renaming of the table is as shown:
7. Now if you want to add more tables to your database, click on the ‘Create’
Tab and then click on ‘Table’. One more table will be added to your
database.
Screenshot for displaying an extra table within the database is as shown:
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8. In the same manner, you can add a number of tables to your database. Access Database Wizard,
Pages and Projects
9. You can easily navigate among the tables by clicking on the desired table’s
name, in the navigation pane. You can also switch between the tables by
switching the tabs, as shown in the above figure.
NOTES
10. This is how you can create your own database in MS Access 2010.
• Import data from different sources
You can import data from various sources.
Steps for importing data into a blank database from different sources, are as shown:
1. Click on the External Data tab and from the Import & Link group,
select the file you want to import. Suppose, you select Text File.
2. When you click on the Text File, then Get External Data- Text File
dialog box will appear in the window.
Screenshot displaying Get External Data- Text File dialog box is as
shown:
3. Click on the OK button. The Import Text Wizard dialog box will appear
on the screen.
4. Click on the Next button and follow the instructions written on next pages.
On the last page insert the table name in which you want to insert the text
file, and then click on Finish option.
5. Once again Get External Data- Text File dialog box will appear on the
window. Check the Save import steps check box and click on the Import
button.
6. On doing this, the text file will be imported into the selected table.
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Access Database Wizard, 12.3.2 Creating a Database from a Template
Pages and Projects
When you start Microsoft Access, you are offered the option of creating a new
database or opening an existing database. In MS Office 2010 edition, Backstage
NOTES view has been included, which helps the user to create a database or word
documents in the desired format. It also enables the creating and managing of
documents, sharing of files and provision of greater security.
Steps for opening the Backstage View are as follows:
1. Click on the File tab of Microsoft Access 2010, which will take you to
Backstage View. Screenshot displaying File tab is as shown:
2. Click on the New tab from the sidebar. Available Templates will be
displayed.
Screenshot displaying creation of new database in Backstage View is as
shown:
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Access Database Wizard,
Pages and Projects
NOTES
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Access Database Wizard, 7. When you click on the Download option, the Downloading Template
Pages and Projects
dialog box will appear.
Screenshot displaying Download Template dialog box is as shown:
NOTES
In Microsoft Access 2010, there exist four types of database objects, namely—,
tables, forms, queries and reports. Tables constitute the most important database
object in MS Access. Tables are used for storing data. In this section, user will
learn how he can open an existing table or create a new table.
How to Open an existing table
Steps for opening an existing table are as shown:
1. Open MS Access 2010. Open the database and locate the Navigation
Pane.
2. Locate the table which you want to open, from the Navigation Pane.
Screenshot displaying how to navigate a table using the Navigation Pane
is as shown:
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4. The selected table will open and it will appear as a new tab in the Document Access Database Wizard,
Pages and Projects
Tabs bar.
Screenshot displaying the table as a new tab in the Document Tabs bar is
as shown:
NOTES
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Access Database Wizard, 6. Right click on Table under the Document Tabs Bar.
Pages and Projects
Screenshot for displaying e table under the Document Tabs Bar is as
shown:
NOTES
7. Click on the Save command from the options available on the list.
8. When you click on Save command, the Save As dialog box will appear on
the screen.
Screenshot displaying Save As dialog box is as shown:
9. Enter the file name, according to your own choice in the Save As dialog
box.
10. Click on the OK button.
12.4.1 Understanding Tables
There are four important types of database objects in Access 2010. They are
forms, queries, reports and tables. Among these tables are considered the most
important. This is because any data that is stored in Access is stored only in tables.
Table is a set of information about a specific subject. For example, a table could
have information about all the departments in a company. Table contains records
and each record contains information about one unit. Hence, the record of a table
is represented by rows of that table. Field contains records of same type. Hence,
field of a table is represented by columns of that table.
Screenshot displaying the fields and records of a table is as shown:
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12.4.2 Navigating within Tables Access Database Wizard,
Pages and Projects
Users can scroll up, scroll down, up arrow key and down arrow key for navigating
through records in a table. You can also use the arrow present in the record
navigation bar, for navigating through records in a table. If you want to locate any NOTES
record from an open table, it can be easily found by using record search box. For
searching any record in the table, place the cursor in search box and type any
word helpful in searching for that record and press enter key.
Screenshot for displaying Record Bar is as shown:
Steps needed for locating a particular record from a table are as shown:
• Record Navigation Bar
• The Record Navigation bar allows you to navigate through records one
at a time. Click the arrows to move from record to record, navigate directly
to a record by searching for it with the record search box. You can also
use the Record Navigation bar to add a new record to the current table.
1. Place the cursor in the search textbox and type the search criteria.
2. This word should appear in the record.
Screenshot displaying the word in search text box is as shown:
3. Now, press the Enter key. You will find the record. In order to find a
similar match, press Enter again.
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Access Database Wizard,
Pages and Projects 12.5 ANSWERS TO CHECK YOUR PROGRESS
QUESTIONS
12.6 SUMMARY
• On the top of the program window, is a strip called the Ribbon. This Ribbon
is a component of the new user interface provided by MS Access 2010.
This Ribbon view makes it easy to access the various commands for different
applications.
• The term “database” is used to describe a collection of related “data”
(information) stored on computers.
• MS Access 2010 provides a large number of pre-built templates. However,
sometimes a user has very unique needs or the user may have existing data
that he or she needs to incorporate. Then, the user may need to design his
own database. You can create your own database by creating your own
tables, reports, forms etc.
• In Microsoft Access 2010, there exist four types of database objects,
namely—, tables, forms, queries and reports.
• Users can scroll up, scroll down, up arrow key and down arrow key for
navigating through records in a table. You can also use the arrow present in
the record navigation bar, for navigating through records in a table. If you
want to locate any record from an open table, it can be easily found by
using record search box.
EXERCISES
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Datasheet Records
13.0 INTRODUCTION
In this unit, you will learn about the adding, editing records and query designing.
Database refers to a set of organized data or a collection of records; for example,
employee’s records, student’s records, etc. Many tables can be created in one
database. Once you have prepared the database, you can add, delete, modify
and manipulate the database, tables or even records. You will also learn about the
sorting and filtering. MS Access 2010 provides a special kind of property, to
make working with a large amount of data easier and smoother. When a user
works with a large amount of data, it is very important to sort and filter data for
easy accessibility. Therefore two tools—Sorting and Filtering are available, which
help to customize viewing and organization of data.
13.1 OBJECTIVES
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Datasheet Records Steps for replacing a word in any record are as shown:
1. Click on the Home tab.
2. Click on the Replace command, under the Find group.
NOTES 3. When you click on the Replace command, the Find and Replace dialog
box will appear on the screen.
Screenshot displaying Find and Replace dialog box is as shown:
4. Enter the word which you with which you want to replace, in the text box in
front of Find What:
Screenshot displaying the Find What: option is as shown:
5. Enter the word which you want to replace, in the text box in front of Replace
With. Screenshot displaying the Replace With option is as shown:
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6. Click on Look In: drop down menu and select the part of the text in which Datasheet Records
3. When you click on Hide Fields, the selected field is hidden from all the
users.
4. If you want to unhide the hidden field record, then right-click on the field
and select Unhide Field option from the drop-down menu.
filter, you have to specify some criteria for the records. Filtering process requires
setting of specified conditions or criteria to produce the result. There are two
ways to filter the record: filtering text by a search term and filtering number by a
search term. NOTES
• When you click on drop down arrow, a drop down menu list appears on
the screen. Move the mouse cursor over Text Filters and select as you
see fit. Suppose you clicked on Contains, the figure that will appear will
be:
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Datasheet Records • After clicking on Contains, a Custom Filter window will appear that will
ask for a search term to be entered. Enter the term in the text-box and click
on OK button (See example in figure below).
NOTES
• Now, you will obtain the record with the filtered term (See following
screenshot).
• Select Number Filters and click on the required option. Suppose you
click on the Greater Than option, the following figure will appear:
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• After clicking on Greater Than, the Custom Filter window will appear Datasheet Records
that will ask for a search term to be entered. Enter the number in the text-
box and click on OK button (See example in figure below).
NOTES
• Now, you will obtain the record with the filtered term (See following
screenshot).
3. Now, suppose if there are two tables: Studentlist and grade. Now, click on
the Query Design option of the Queries group.
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Datasheet Records Screenshot displaying the two tables named Studentlist and grade is as
shown:
NOTES
4. Now as you click on the Query Design, a Show Table dialog box appears
on the screen.
Screenshot displaying the Show Table is as shown:
5. In the Show table dialog box, there are two tables as Studentlist and grade,
click on the Add button available at the bottom of the dialog box.
Screenshot displaying the Add button is as shown:
6. As you click on the Add button, both the tables will be added for designing
the query.
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7. Select the fields for solving the query. Datasheet Records
NOTES
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Datasheet Records 2. As you click on the Query Wizard option, a New Query dialog box
appears on the screen.
Screenshot displaying the New Query dialog box is as shown:
NOTES
3. Select the Simple Query Wizard option in the New Query dialog box.
4. Click on the OK button available at the bottom of the New Query dialog
box.
5. As you click on the OK button after selecting the Simple Query Wizard
option , a new dialog box named Simple Query Wizard appears on the
screen.
Screenshot displaying the Simple Query Wizard dialog box is as shown:
6. In the Simple Query Wizard dialog box, select the query for selected
fields.
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Screenshot displaying the Selected Fields as ID is as shown: Datasheet Records
NOTES
7. Now, click on Next button and then, Finish button to end the process.
Screenshot displaying the new window opened by designing the query with
Query wizard is as shown:
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Datasheet Records 2. After clicking on Query design, Show Table dialog box will appear. Now
you have to select a table for which you wish to run queries and click on
Add button. Click on Close to exit the dialog box.
3. After selecting the table, a small window appears containing all the field
NOTES
names present in the selected table (see figure below). You can double-
click on the field names to include those field criteria, in the one-table query.
4. Suppose you want to include the columns age and address in customer
table. You can insert the values in the criteria column, as shown in the snapshot
below:
5. Click on Run.
6. Now you can find the Query results in the datasheet view.
Multi-Table Queries
In order to work with a Multi-Table query, follow these steps:
1. Click on Query Design under the Create tab, is located in Queries group.
2. The Show Table dialog box will appear (see figure below). Now select
two or more tables for run query and click on Add button. Next, click on
Close button to exit the dialog box.
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3. Double-click on the field names from both tables, to include the field criteria Datasheet Records
in multi-table queries. Once the fields are added, you can place the criteria
of each search in the table below and click on Run. A datasheet view of the
resulting table will be displayed (see figures below).
NOTES
NOTES
1. Adding fields: It can be done by using an Open Table Entry. Open Table
Entry refers to the row that does not contain any information or record.
Right click on this row, you will find the Insert Column option. You can
select this option and add a new field.
2. Removing fields: This can be done by selecting the field name that you
wish to remove, from the query table. If you want to remove any particular
column, simply right click on that column and select the Delete Column
option (See figure below).
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2. In case you want to sort according to numerical values, follow the same Datasheet Records
NOTES
You can unhide the column/columns by simply following the same procedure as
above. You have to click on Unhide Columns option in the menu. A small prompt
box will appear showing all the fields of the table, including the hidden as well as
unhidden ones. You can then select which field to hide/unhide.
13.6 SUMMARY
• In Access, the user can enter data exactly like it is entered in Excel.
• Users can make changes in any record. For making changes just click on
the word which you want to replace. You can update records using the find
and replace options.
• Hidden fields are those which are invisible to the user but are still a part of
your database. These fields can be accessed using forms, reports and queries.
• Sorting means arranging the information into a logical order. Sorted record
is easy to find, read and understand, than unsorted records.
• Filtering means displaying only the information you want to see. To create a
filter, you have to specify some criteria for the records.
• Queries are the commands that are used to retrieve and update the data
based on the conditions depending upon the business requirements. Queries
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Datasheet Records
13.7 KEY WORDS
• Hidden Fields: Fields which are not to be used or edited by other users
are kept hidden and are known as hidden fields. NOTES
• Data Types: It refers to the type of data which you want to insert in a
database. For example: text, numeric or alphanumeric.
• Filter: The filter sorts out records from a single or multiple tables, on the
basis of a specified condition.
• Fields: Vertically arranged columns are called fields.
1. Add the following fields to the employee table, with the appropriate data
types: LName (for last name), TelNum (for telephone number), DOB (for
date of birth), DateJoined, Salary, Address, City, PostalCode, OnLeave
and Gender. Perform the following:
(i) Fill in some records in your table.
(ii) Update/ edit the records
(iii) Sort and apply filter
2. Perform the following operations on the table that you have created.
(i) Create a new query that shows all the information of the table.
(ii) Create a new query that displays the name of the employees.
(iii) Create a query that displays the name along with the gender of the
employees
(iv) Create a query to update the phone number of an employee.
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Forms
UNIT 14 FORMS
NOTES Structure
14.0 Introduction
14.1 Objectives
14.2 Working with Forms
14.2.1 Why Use Forms?
14.2.2 Form Design in MS Access
14.2.3 Open an Existing Form, Entering and Modifying Data
14.2.4 Adding Design Controls
14.2.5 Formatting Forms
14.2.6 Modifying Form Layout
14.2.7 Modifying the Colors and Fonts of Form Components
14.3 Working with Reports
14.3.1 Report Design in MS Access
14.3.2 Printing and Saving Reports in Print Preview
14.3.3 Formatting Reports
14.3.4 Modifying the Page Header and Footer
14.3.5 Enhancing Report Appearance
14.4 Answers to Check Your Progress Questions
14.5 Summary
14.6 Key Words
14.7 Self Assessment Questions and Exercises
14.8 Further Readings
14.0 INTRODUCTION
In this unit, you will learn about the forms and reports. A form in Access is a
database object that you can use to create a user interface for a database
application. A bound form is one that is directly connected to a data source such
as a table or query, and can be used to enter, edit, or display data from that data
source. Report is an effective way to display the database record in an organized
manner. It can be created either by using a form or a table or by using a query. In
report, you can group or summarize information.
14.1 OBJECTIVES
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Forms
14.2 WORKING WITH FORMS
NOTES
4. As you click on Form Wizard option, a Form Wizard dialog box appears
on the screen.
Screenshot displaying the Form Wizard dialog box is as shown:
5. In the Form Wizard dialog box, all the fields available in the table are
shown in the Available Fields ListBox.
6. Click on the double arrow >> in the Available Fields ListBox to move the
fields available in the Available Fields ListBox to the Selected Fields
ListBox.
7. Now, click on Next button present in the bottom of the Form Wizard
dialog box.
8. As you click on the Next button, a new dialog box containing the different
layouts for the form appears.
Screenshot of the dialog box containing the different layouts for the form is
as shown:
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9. In the Form Wizard dialog box, select the layout Columnar and then click Forms
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Forms 3. Click on the New command under the Records group of Home tab.
Screenshot displaying the New command is as shown:
NOTES
There are several Design Controls present in the forms for setting restrictions on
the various fields. Options include button, list box, image, levels, text boxes
etc. NOTES
Combo Boxes
It is a drop down list which can be used in the place of fields. Combo box restricts
the information entered by the user, by forcing them to select only pre-determined
options.
Steps for creating a combo box are as shown:
1. Go to the Home Tab. Click on the View option present on the Ribbon.
2. A list will appear. Select Layout View from it
3. Click on the Design tab.
4. Click on the Combo Box under the Controls group.
Screenshot displaying Combo Box control is as shown:
5. Place the cursor at the position where you want to insert combo box.
6. When you place the combo box, the Combo Box Wizard dialog box will
appear on the screen.
7. Select the option I will type in the values that I want.
8. Click on the Next button.
9. Enter the different choices which you want to see, in the drop down list.
10. Resize the column, if necessary. After resizing click on the Next button.
11. Select the option Store that value in this field, and then click on the drop
down arrow and select the field for storing the recorded selections.
Afterwards, click on the Next button.
12. Name the label which will appear next to combo box.
13. Click on the Finish button.
14.2.5 Formatting Forms
Users can add logos and images to forms for improving their appearance. Users
can also apply different themes, colors and fonts to their forms.
Steps for changing the theme of the form are as follows:
1. Click on the Home tab.
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Forms 2. Click on the Design tab under the Form Layout Tool.
3. Click on Theme option. Select the theme which you want to apply on your
form.
NOTES Screenshot displaying Themes is as shown:
3. Click on the drop down menu and choose the color which you want to
apply to your form.
Screenshot for displaying the color is as shown:
Here, you can apply different color to the various levels, text boxes, buttons and
titles. We have given another color to the form name student and the font size has
also been made different and bold. The font color is also different.
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Saving a Report
Steps to save a report are as follows:
1. To save the report, click on Save or Save As button, present in the Quick
Access Toolbar.
2. When you click on the Save button, a new pop up window will appear on
the screen prompting you to write the name of your report.
3. Click OK button.
14.3.1 Report Design in MS Access
Reports are designed to create an organized output of data from your database.
With a Report, you can group and summarize information. You can’t edit the data
in a Report but if you make the modifications in the Table, Query, or Form you will
see the results when you open the Report again.
There are two ways of designing the Report:
• Design with wizard and design with design view.
• Begin by creating a report for the student list table using design view.
• Report design with Wizards
Wizard helps in designing the reports by providing options step by step for designing
the reports. Report design with wizard can be done using the following steps.
1. Go to Create tab and click on Report Wizard. The screenshot of Report
Wizard button is as shown:
2. The window that appears leads through the steps for creation of report.
The first window asks for choice of table and related columns. This lets you
choose which table the report should be prepared for and what columns
should be displayed. Choose the relevant table and columns from here.
After this, click on Next. The screenshot displaying the first window of
report wizard is as shown:
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3. Now, the next window of wizard asks to set any grouping levels if required.
The report would be shown according to the grouping that has been set.
Select the appropriate settings and click Next. The screenshot displaying
the grouping options is as shown:
4. Next window asks to set any sorting order if required. The data can be
sorted according to any column. Multiple sorting filters can be applied. If
there is same data in a column that is used for sorting, the sorting would be
done according to the next column. The screenshot showing the sorting
option window is as shown:
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5. Now, choose the layout options from the window. This window allows you Forms
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6. Now choose a name from the window that is shown. Select the appropriate
choice and click the Finish button. The screenshot of the last window is as
shown:
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Forms • Report design with design view
The reports can be created using the design view of report creation. In this format
of report can be specified manually. The steps to design the report with design
NOTES view are as below:
1. Click on the table in the Objects list. There’s no need to open it.
2. Move to the Create tab and click on Report. Access shows you the results
in Layout View. The dashed lines show the page breaks, but it’s much
easier to see the layout in Print Preview.
3. Right click on the tab that shows the table name. The screenshot displaying
the table tab with the save option is as shown:
4. Click on Design View button. This opens the window where you can
format the report. Change the names of the columns according to the need.
The screenshot displaying the Design View is as shown:
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5. When the design is completed, save the report. For this right click the tab
and click on Save. Put in an appropriate name for the report and click Ok.
The screenshot displaying the Save as dialog box is as shown:
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Forms 4. You can change the page Size, page Layout and zoom according to your
choice, by using the Print Preview command on the Ribbon (see the
screen shot of Print Preview below).
NOTES
5. Click on Print command. A dialog box will appear. Set the required options
and then, click on OK button.
Saving a Report in Print Preview
In Microsoft Access 2010, you can save a report in various formats. Reports can
be saved as HTML document, PDF file, XPS file, EXCEL file, TEXT file or as an
E-MAIL attachment.
Steps for saving a report in Print Preview are as follows:
1. Go to Home tab on the Ribbon.
2. Select the View option. A drop down menu list will open.
3. Choose the Print Preview option from the list.
4. Go to the Data group.
5. Select the file type under the Data group wherein you want to save your
report.
6. Suppose you want to save your report in the Text Format. In order to
carry out this task, choose the Text File option under the Data group. An
Export window will open (See figure below).
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7. Click on Browse to locate the file and to write down it’s name. . Forms
3. There are several options under the Text Formatting group for alignment of
the text, for changing the text (Bold, Italic, Underline), for putting different
colors or applying bullets and for changing font size.
4. Choose the appropriate option and modify the text of the report.
14.3.4 Modifying the Page Header and Footer
Steps for modifying report Header and Footer are:
1. Click on Home tab and select the View tab. A drop down list will open.
2. Select Design View from the list. You will find different options, such as —
Page Header, Page Footer, Report Header and Report Footer (see
the figure below).
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d) Under Control Groups, you can drag and drop the desired control
in the white space of Page Header.
e) You can do the same for the Page Footer also.
Adding or modifying Page Number
Steps for modifying or adding Page Number in a Report are as follows:
1. Go to the Header/Footer group under the Design tab.
2. Click Page Numbers. When you click on Page Numbers, a dialog box
will open (see figure below).
3. Specify the desired Format, Position and Alignment and click OK.
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Modifying or adding Date and Time Forms
3. A date and time dialog box will open (see figure below).
1. Forms are mainly used for the entering of data, navigating it, as well as
generating and altering the database records.
2. Steps for opening an existing form are as follows:
(i) Open Microsoft Access 2010 and go to the Navigation Pane present
on the left hand side of the window.
(ii) Choose the form you want to open from the Navigation Pane.
(iii) The form which you want to open will appear in the Document tab
3. Steps for changing the theme of the form are as follows:
(i) Click on the Home tab.
(ii) Click on the Design tab under the Form Layout Tool.
(iii) Click on Theme option. Select the theme which you want to apply on
your form.
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14.5 SUMMARY
• Forms are mainly used for the entering of data, navigating it, as well as
generating and altering the database records. NOTES
• There are two simple ways of creating a form in MS Access, either by using
AutoForm or Form Wizard. AutoForm is a very quick and an easy way to
produce a form as it performs the required task just at the click of a button.
• There are several Design Controls present in the forms for setting
restrictions on the various fields. Options include button, list box, image,
levels, text boxes etc.
• Combo Boxes is a drop down list which can be used in the place of fields.
Combo box restricts the information entered by the user, by forcing them to
select only pre-determined options.
• Report is an effective way to display the database record in an organized
manner. It can be created either by using a Form or a Table or by using a
Query. In report, you can group or summarize information.
• MS Access 2010 allows modification of the report, according to your
choice. You can give different colors to the layout, add a header, footer,
logo and modify the text to change the appearance of the report.
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Forms (ii) Modify/ update a record.
(iii) Add design controls/ Combo boxes.
3. Create a report in MS Access using the records of any database that you
NOTES have designed.
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