Thursday, August 13th, 2009

Word 2007 – Sort Words, Paragraphs and Table Cells


Word 2007 finally fixed a huge problem that existed in earlier versions – it looked like there was no way to sort data in a list.

This wasn’t the case – you used the table sort feature but it was far from being self evident.

Now Word 2007 uses the same tool it just puts it in a smart place.

To sort a list or series of words or paragraphs, select the text.

From the Ribbon, click the Home button and click the Sort button in the Paragraph group.

Choose Paragraph to sort on the first word and click Ok to sort the data in order.

If you’re using an earlier version of Word, then visit this post to see how to sort in Word 2003 and earlier:

Sorting a Word list
http://www.projectwoman.com/labels/Table%20Sort.html

Helen Bradley

Saturday, July 18th, 2009

Word 2007 – instant tables


New to Word 2007 is its Quick Tables feature which provides custom formatted tables for inserting in a document. To see the tables available click the Insert tab and choose Table > Quick Tables. The preconfigured tables include calendars and tables with sub headings and other features already formatted. Click a table to insert it and, once in the document replace the text in the table with your own text such as the dates for your desired calendar month.

These tables are a quick way to create some really great looking tables, one wonders though why no one made the calendar options just a little bit smarter so they automatically enter the desired month and days. Just a thought Microsoft!

Helen Bradley

Wednesday, July 8th, 2009

Word 2007 – Update Normal Style

The Normal style is applied to text by default if no other style is applied.

If the Normal style for any of the style sets is not to your liking, select it in the style list, right click and choose Modify.

You can now alter the style, for example you can reduce the inter-paragraph spacing by clicking Format > Paragraph and reduce the Spacing After value.

Click Ok and then, to apply this change to all new documents based on this template, select the New Documents Based on This Template option and click Ok.

By configuring the styles to suit your needs you can quickly format your documents to a consistent look without having to make all the format changes individually.

Helen Bradley

Friday, June 19th, 2009

Word 2007 – smart date entry


Word 2007 has some totally cool new tools for entering data in your documents. Trouble is they are hidden so most folks don’t know they are there.

To start, display the Developer tab by clicking the Office button > Word Options > Popular > Show Developer tab in the Ribbon.

Now click the Developer tab and, in the Controls area you’ll find entries for a range of tools including the Date Picker. To insert the date picker into your document click Design Mode and then click the Date Picker button. Click Design Mode again to exit that mode.

Now your user will see a Click here to enter a date option and, when they click the content control, a dropdown date picker will appear allowing them to select a date to insert into the document.

To ensure the date is formatted in a particular way return to the Developer tab, click Design Mode and click the Date Picker in the document. Click the Properties button on the Ribbon and from the Properties dialog select a date format to use. Make sure to deselect Design Mode before you return to your document.

Helen Bradley

Tuesday, June 16th, 2009

Word 2007 working with boilerplate text


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.

Boilerplate text with Quick Parts
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.

Create you own entries
To add your own paragraphs to the gallery, type the paragraph or open a document which contains it and select it. Click the Quick Parts button and choose Save Selection to Quick Part Gallery and, when the Create New Building Block dialog appears, type a name for the Building Block. This will be the name you’ll use to identify it in the list so make it self-explanatory of what the Quick Part contains. Select the Gallery to add it to, in most cases this will be the Quick Parts Gallery.

Select a Category from the list or click the Create New Category option to create your own subcategory of the Quick Parts Gallery. By creating sub categories you can organize your Quick Part entries so that they are easier to find. Type a description of the Quick Part, if one is needed to identify it, and, from the Save In list, choose buildingblocks.dotx which is the default setting. From the options dropdown list you can select to Insert Content Only, or insert the content in its own paragraph or its own page depending on how the content should be used. Click Ok when you are done.

In future you can insert the Quick Part into a document by clicking the Quick Part button and then select it from the dropdown list. If it does not appear in the list, click the Building Blocks Organizer and select the Building Block by name. You can locate building blocks in the organizer by sorting on the Gallery column and locate the Quick Part area which is where your building blocks will appear. Click the one to insert and click Insert.

Helen Bradley

Tuesday, May 5th, 2009

Word does Math – in tables!


Lots of folk do things like use Word for invoices simply because it’s easy to do. When it comes to laying out data for an invoice a table makes a good choice as everything looks very neat.

It is also a good choice because, once your data is in place, you can get Word to do the calculations for you.

So, for example if a column contains a series of numbers that you want to add up, click in the blank cell at the bottom of the column of numbers and choose Table > Formula (in Word 2007 choose the Table Tools > Layout > Formula button). Make sure the formula reads =sum(above) and click Ok. Now the total is in place in the cell.

If you change the numbers in the cells above, you’ll need to recalculate the formula. To do this, click in the cell containing the formula and press F9.

The Table Formula dialog also includes an option for formatting the numerical result so it looks the way you want it to – with numbers after the decimal point and even a leading $ or £ symbol.

Helen Bradley

Thursday, April 16th, 2009

Send to PowerPoint missing? Not really!


In Word 2003 you could create an outline in Word and then send it to PowerPoint where it would be converted to a PowerPoint slide show. Level 1 became the slide title and level 2 the first level bullet points and so on.

I hear a lot of grumbling that this feature has been removed from Office 2007 – not so! It just isn’t quite where you expect it to be. In fact, you have a few options in PowerPoint 2007 and Word 2007.

Option 1
You can add the Send to PowerPoint button to the Word 2007 Quick Access toolbar by clicking the Office button and choose Word Options > Customize and from the Commands not in Ribbon collection choose the Send to Microsoft Office PowerPoint option and click Add to add it and then Ok. Now you can click it to send the outline file to PowerPoint.

Option 2
You can also approach the task from PowerPoint 2007 which is really the better option. One alternative is to open the Word outline file in PowerPoint and the slides will be automatically created for you. To do this click the Office button and choose Open and from the Files of type list choose All Files so you can see and open your Word file.

Option 3
This is my fave!

Open PowerPoint 2007 with a new slide show and make sure your Word 2007 outline file is closed.

Choose the Home tab on the Ribbon and click the little arrow on the New Slide button. This opens a menu which includes the option Slides from Outline – select this and open your Word 2007 outline file. The slides are automatically created for you.

So, the option to Send to PowerPoint is not there in Word 2007 but you have so many more ways to complete the task now.

Helen Bradley

Thursday, April 9th, 2009

Cool Word 2003 and 2007 Breakout Boxes


Breakout boxes or pull quotes are a great way to add visual variety to a very text heavy document. Even if you don’t have images you can use you can still add some color and interest to the page. To do this, you will need some text to use – ideally it will be an interesting quote or sentence or two from the document itself. You will copy this so it appears in the correct position in the text but so it is also a feature element on the page.

Create a textbox
Start by selecting and copying the text. Click outside the text so it is no longer selected and choose Insert > Text box and draw a textbox on the page. Click inside it and choose Edit > Paste to paste in the text on the clipboard.

Format the text
Text in a breakout box looks better if it is formatted differently to the surrounding document, for example you may want to center it, change the font and adjust the line spacing to double line spacing so that the text looks very different.

Format the text box
You can add a colored background behind the textbox by selecting the textbox and choose Format > Textbox and from the Colors and Lines tab select a Fill Color for the textbox. To remove the border line, choose Line Color > No Line (or choose a line option that you like), and click Ok.

Add quote marks
Adding an oversize pair of quotation marks helps delineate the breakout box or pull quote from the remainder of the document. In this instance it’s best to place the oversize quotation marks each in a separate textbox, format them so they are very large, set the textbox so that the fill color is set to No Fill and the line color to No Line and then drag it into position over the textbox that contains the breakout text.

Set the wrapping
If you set this small textbox’s wrapping to in front of text the text will not be forced to wrap around it and the textbox with the pull quote will control the wrapping not the double quote marks. Format the double quote marks in an interesting font that has an attractive shape for the quotes so that you create an interesting effect.

Helen Bradley

Wednesday, April 8th, 2009

Accessing the Clipboard contents in Word 2007


In previous incantations of Word it was fairly easy to see, and therefore to know, that the Office clipboard contains more than just the most recently copied or cut item. In Word 2007 this is not the case and you need to know where the clipboard is and to understand that it contains much more of your document history than you might think it does.

How it works is that it retains everything you copy and cut to the clipboard during the current session. As you copy or cut something, all the other items are moved further down the stack leaving the current item at the top. This is the item that is pasted in if you choose the Paste option. However, you can paste anything that is on the clipboard, provided you can find it.

In Word 2007 click the Home tab and, below the Paste button you will see a small entry for the Clipboard and a flyout indicator. Click it and the clipboard will appear and all the items in it will be listed. The clipboard stores up to 24 items and as each additional one is added the one at the bottom is lost. You can paste any of the items that display in the list into your document by just clicking on it.

So, next time you know you cut or copied something a while ago and you need it back, check the Clipboard, chances are it’s there waiting.

Helen Bradley

Wednesday, March 11th, 2009

Instant text boxes in Microsoft Word


Just a short tip today, I just tripped over this and thought “WOW! I didn’t know that!” so I wonder if you know it too?

Ok.. step back a bit. I’m doing a column on columns in Word and I’m showing how to place a text box or image in a document laid out in 2 columns so the text box or image travels with the text and how to take it out of the line of text so it floats independently.

To create the text box, I select my text, then realize I need to create the text box first and click the Text box button without deselecting the text. [insert WOW moment in here].

What happened was that the text box got created automatically and the selected text appears inside it – just like that – how cool is that?

So, next time, instead of creating a text box and then copying and pasting text into it, select the text and click the Text Box button on the Drawing toolbar in Word 2003 and earlier and it will all be done automatically for you in one smooth step. The same process works in Word 2007 too but you must click the Insert tab, click the Text box button and choose Draw Text Box for it to happen.

Instant text in text boxes in Microsoft Word – can’t ask for anything more simple than that.

Helen Bradley