Microsoft Outlook/Excel Tips

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INDEX OF MICROSOFT OUTLOOK/EXCEL TIPS

MS OUTLOOK TIPS

 

Change the Outlook calendar background colour

Change the Working Hours in the Calendar

Check the Membership of an Email Distribution List

Create Signatures for Your Emails

Sending an Email to Several Contacts

Using HTML for Better Looking Email

Create a Contact from an Outlook Email

Create a Contact from an Outlook Email (method 2)

 

MS EXCEL TIPS

 

Add automatic date and time stamps to printouts

Add a Command to a Menu

Check for Identical Cell Text Values

Use Embedded Excel Worksheets for Complex Calculations in Other Types of Documents

Entering Numbers as Text Strings

Edit Hyperlinks in Cells

Displaying Page Breaks

Prevent Auto-run Macros Running on Start-up

MS OUTLOOK TIPS

Change the Outlook calendar background colour
If you do not like Outlook's default yellow colour in calendars you can change the colour by choosing Tools/Options/Calendar Options. Select a new colour from the Background Color dropdown list and click OK twice. 

 

The background colour is displayed in the Day/Week/Month and Work Week views but only applies to your work week hours. Night and weekend hours will have a darker version of the background colour.

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Change the Working Hours in the Calendar
By default, Outlook sets the calendar's working hours as 9:00 am to 5:00 pm from Monday to Friday. If you need to change these times to fit your own business, you can do so by choosing Tools/Options from the menu bar and click Calendar Options. Select the days of the week you work and change the Start Time and End Time to suit your needs.
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Check the Membership of an Email Distribution List
If you ever want to know to know who is included in a distribution list before sending a message, you can do so by creating a new message.  Click on the File/New/Mail Message from the main menu.  On the message form, click the To button and select the address list containing the distribution list you want to check. Next, select the distribution list name and click the Properties button. The names of the people included in the list are displayed in the Members box.
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Create Signatures for Your Emails
You can create different signatures for different types of email, e.g. new business messages, replies to email or personal messages.

 

To create a custom signature, select Tools/Options from the menu bar and click on the Mail Format tab. In the Signature panel, click Signature Picker and the Signature Picker dialog box opens with an empty signature box. Click the New button to open the Create New Signature dialog box and enter a suitable name for your new signature - you can use letters, spaces or numbers - in the A Name For Your New Signature text box. Check that the option button Start With A Blank Signature is selected and click Next. In the Signature Text text box, type the text you require for this signature.  To format the new text, select the text and use the Font and Paragraph buttons to add character and paragraph formatting. Click Finish and click OK to close the Signature Picker dialog box.

 

This tip will not work if you have Microsoft Word selected to edit your email messages; the Signature Picker will not be available.

 

To have Outlook automatically insert a particular signature in all new messages, on the Mail Format property sheet, in the Signature panel, select the name of the signature you want to insert from the Use This Signature By Default dropdown list. When you create a new mail message, the signature is automatically added to the bottom of the message.

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Sending an Email to Several Contacts
Most people send an email message to several contacts by opening the new message form, then opening the address book and adding the contacts to the To: line. This involves lots of mouse clicks

 

A simpler way is to select the contacts first from the Contacts pane then drag the selection to your Inbox. Outlook opens a message form and inserts the email addresses of the selected contacts automatically.

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Using HTML for Better Looking Email
You can use the HTML message format and email stationery to add a nice background to your messages. To do this, choose Tools/Options from the menu bar and click on the Mail Format tab. Make sure HTML is the selected mail format.  Make sure that Use Microsoft Word To Edit E-mail Messages check box is not ticked. Click the Stationary Picker button and, in the Stationery Picker dialog box, select a stationery then click OK twice. Now create a new message and your stationery is changed to the one you selected.
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Create a Contact from an Outlook Email
You can create a contact form from an email that you received by opening an email from the person for whom you want to make a contact item.  Right-click on the contact's name after the From: field. In the shortcut menu that appears, choose Add To Contacts. A new contact form opens with the email address already filled in for you.
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Create a Contact from an Outlook Email (method 2)
In this method, the message remains closed.  Use the right mouse button to drag the message from the Inbox to the Contacts folder in the Folder List.

 

When the shortcut menu appears, select Copy Here As Contact With Text. Outlook will not only fill in the Name and Email Address fields but also copies the body of the message into the text box at the bottom of the contact form. Thus, you can store the body of the message as a note along with that contact's other  information.

 

If you always want to include the message text in the contact form, you can use the left mouse button to drag the message to the Contacts folder. When you do, you will not see the shortcut menu but the new contact form will be filled in and the message included as text.

 

The shortcut menu also gives you the choice to Copy Here As Contact With Shortcut, Copy Here As Contact With Attachment, and Move Here As Contact With Attachment.

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MS EXCEL TIPS

Add automatic date and time stamps to printouts
It is good practice to include the date when an Excel report is produced as it helps you understand the context of the data in the report.  It is a simple process to add the time and date that a printout was created to the worksheet's header or footer section. To do so, choose View/Header And Footer from the menu bar. Then, click the Custom Header or Custom Footer button. Click in the section text box for the page where you want to position the date and/or time. Click the Date button, press [spacebar], and/or click the Time button.  You can also type the following codes directly into the section text box:

 

&[Date] &[Time]

 

Finally, click OK in all of the open dialog boxes.

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Add a Command to a Menu
It is easy to customise your menus by adding your own commands. You start by selecting the toolbar that contains the menu to which you want to add a command. Then open the Tools menu, choose Customize and then click on the Commands tab. In the Categories list box, you should click on the category for the command.

 

Next, drag the command you want from the Commands list box the menu on the toolbar and pause there for a moment. When the menu displays a list of menu commands, move the mouse pointer to the place where you want the command to appear on the menu on the toolbar and release the mouse button.

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Check for Identical Cell Text Values
Excel ignores capitalisation when you try to compare text values in two or more cells.  While this may not always matter, the EXACT function enables you to check for capitalisation as well.

 

To see how this works, select cell A1 and enter the text value:

 

"4-CONSULTING EXCELLENCE" (without the double quote marks)

 

Next, select cell B1 and enter the value:

 

"4-Consulting Excellence" (again without the double quote marks)

 

If you enter in cell D1 the following formula =A1=B1, Excel will display a result of TRUE because the text characters match even though the capitalisation does not match.

 

If capitalisation is important, you should use the EXACT function.  For example, entering =EXACT(A1,B1) in cell E1 returns a result of FALSE.

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Use Embedded Excel Worksheets for Complex Calculations in Other Types of Documents
You can perform simple calculations, such as additions, cross-adds or multiplication, in a Word table using the Table/Formula command.

 

If you need to perform complex calculations an Excel worksheet is a much more powerful and efficient alternative and you can easily embed a new Excel worksheet directly into a Word document.

 

You start off by positioning the insertion point where the new worksheet should appear. Click the Insert Microsoft Excel Worksheet button on the Standard toolbar and then select the number of cells you want to display. Do not panic if you don't know how many rows or columns you need as you can always change this setting later. Word adds an embedded Excel worksheet to your document and activates it for editing. Next, add data to your embedded worksheet just as you would a normal Excel worksheet. When you have finished, click anywhere in your document, i.e. outside the embedded Excel worksheet, to resume document editing.

 

To edit the embedded worksheet, double-click on it to activate it.

 

To increase the number of visible worksheet cells, double-click on the embedded worksheet to activate it for editing, and then drag any of its sizing handles to increase its display area.

 

To increase the size of the embedded worksheet without increasing the number of visible cells, click on the worksheet once to select it. Then drag any of its sizing handles.

 

If you want to see the full worksheet, right-click on top of the embedded worksheet and choose the option Worksheet Object/Open.

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Entering Numbers as Text Strings
You have  probably found that Excel tries to be smart by interpreting numeric values as a date and by removing leading zeros when you are entering codes such account or product codes.  For example, if you want a column of product codes with values like 14-12, 11-18, and 8-2005 or data labels that describe the age ranges 1-5, 6-10 and 10-12, Excel automatically converts the codes to 14 Oct, Nov-18 and Aug-05. Similarly, Excel converts the range labels to 5-Jan, 6-Oct and 12-Oct.

 

An easy way of avoiding this problem is to precede your data with an apostrophe character ('). This causes Excel to treat the entry as text data. For example, enter '8-2099. When you complete the entry, Excel doesn't display the apostrophe in the cell, although you can still see it in the Formula bar.

 

By default, Excel left-aligns the data in the cell. because the entry is a text value. You should not use this tip if you merely wish to left-align numeric values. Any formulas that depend on the numeric values could return errors or incorrect results if you do.

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Edit Hyperlinks in Cells
It can be quite tricky to edit a hyperlink in a cell because Excel immediately follows a link as soon as you click on a cell containing a hyperlink. One way of avoiding the problem is to click in an adjoining cell and then move to the hyperlink using the arrow keys.

 

A better solution is to hold down the Ctrl key and select the hyperlink. You will now be able to enter the new hyperlink text directly in the cell without triggering the link.

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Displaying Page Breaks
How often have you printed out a worksheet only to discover that a few rows or columns have flowed over into another page. Excel only displays automatic page breaks after you have printed the report or chosen Print Preview.

 

Although you can preview your worksheets reports before you print, you can set Excel to show page breaks.  You start by choosing Tools/Options from the menu bar then clicking on the View tab. Select the Page Breaks check box in the Window Options panel and click OK. Excel will  display automatic page breaks in your worksheets allowing you to format your data correctly before printing.

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Prevent Auto-run Macros Running on Start-up
Macros that start automatically when you open a workbook can be a real nuisance. 

 

You can prevent auto-run macros from running by simply holding down the Shift key when you open a workbook.  You need to keep the Shift key pressed while you click on any warning dialog boxes that appear during the process.

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Sandy Pratt is a director of 4-consulting, click here to view his profile.

 

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