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Helen Bradley - MS Office Tips, Tricks & Tutorials

Tuesday, November 24, 2009

Word 2007: Make your own Click and Type controls

Word 2007's new Content Controls let you do some pretty snazzy things in your Word documents.

You will have worked with Word's own controls when you add a cover page or header and footer using the Insert tab options in Word 2007. In this case you may have noticed that, if your document already has a title configured in the document properties, the title appears automatically on the cover page and in the header.

Alternatively, if it doesn't have a title, when you double click the Title area and type one, any other object in the document that includes a title will be updated automatically. This behavior occurs because the document information is inserted using content containers which are linked to the document properties.

You can take advantage of this behavior in your own designs and you can create and use unlinked content containers to prompt for details to be inserted in your own documents.

To see how content containers work you’ll need to display the Developer tab which you can do by selecting the Office button, click Word Options and from the Popular category choose the Show Developer tab in the Ribbon option.

Click the Developer tab and, in the Controls area you'll find entries for the Building Block Gallery and for elements such as a Date Picker and a Text Box which you can use in your documents.

So, for example, to prompt a user to insert an entry from the Quick Part Gallery, click where you want the Quick Part Gallery entry to appear. Click the Developer tab and click the Design Mode button so you are in design mode.

Now click the Building Block Gallery button. This inserts a small content container with the words [Choose a building block] as the prompt. Exit Design Mode by clicking Design Mode button once again and you will see that the document contains a clickable link in this position prompting the user to choose a building block.

In practice, all the user needs to do is to click on the Choose a building block link to show the dropdown list and they can then select the building block to insert at this position in the document.

You can also provide a link that the user clicks on to type custom text. To do this, check you're in Design Mode and select the Text button from the Controls group. Between the markers type the text describing the content to be inserted in this position.

To test this, deselect Design Mode and click the element to see it highlighted and type the text prompted for. The text you type appears in line with regular text in the document and can be formatted by right clicking on the text and apply a format to it.

Note, however, that the entire content control is formatted at the one time and individual letters and words cannot be formatted independently of the others.

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Thursday, November 19, 2009

PowerPoint Placeholders

One of the long awaited features of PowerPoint 2007 is its ability to format a two column placeholder for a slide.

This lets you place multiple columns of text inside a single text placeholder.

To do this you will need to be working in Normal mode so choose View > Normal.

Click the text placeholder that contains the text that you want to display in multiple columns and from the Home tab click the Columns button in the Paragraphs group.

Select the number of columns to split the text into and it will be automatically adjusted to suit.

Simple when you know how?

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Thursday, November 5, 2009

Excel 2007- In Cell Dropdown List


When you need to enter data from a small subset of entries into a range in Excel 2007 you can do it more easily using a custom designed dropdown list.

To configure a dropdown list in a cell type the list of items to use in a single column in a spare sheet in the workbook.

Select these cells and choose the Formulas tab Define Name, type DataForList as the name in the dialog, set the scope to Workbook and click Ok.

Switch to the sheet where you want to add your dropdown list to some cells, select the cells that should display a list of data to choose from and choose Data tab > Data Validation > Settings tab.

From the Allow: dropdown list choose List and, in the Source area, type =DataForList and click Ok.

Now, whenever you click a cell in this range you’ll see a dropdown list appear from which you can choose a list entry for that cell.

If you're using Excel 2003, here is a link to an earlier post explaining how to do this in Excel 2003:

Automatic cell entries in Excel 2003
http://www.projectwoman.com/labels/validation.html

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Tuesday, November 3, 2009

Word 2007 - Boilerplate paragraphs

One typical use for Microsoft Word is in offices where documents and letters are created by assembling a series of standard paragraphs from a range of alternatives.

In the past Microsoft Word included the AutoText and AutoCorrect features and, like many users, you may have adapted AutoCorrect to use in creating boilerplate documents.

Some other users tweaked the AutoText tool so they could use it to insert content, such as graphics and text.

The AutoText tool no longer appears in Word 2007 and it has been replaced by a Quick Parts Gallery which makes saving, organizing and assembling documents from stored paragraphs, aka Building Blocks, much easier to achieve.

Find the Quick Parts tool on the Insert tab and click the down pointing arrow to open the Quick Parts Gallery.

Here you have a number of options including Document Property which lets you insert some of the common document properties into your document by clicking on the one to insert.

The Field option lets you insert fields much as you could in earlier versions of Microsoft Word.

The Building Blocks Organizer is the newest feature and this is a repository of text blocks which you can add to your Word documents. These Building Blocks can be sorted by Name, Gallery or Category. Some of the Building Blocks come built-in to Microsoft Word and others are legacy AutoText entries from earlier installations of Microsoft Word.

You can insert a Building Block into a document by selecting the entry in the list and click Insert.

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