Microsoft Word/Excel Tips

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INDEX OF MICROSOFT WORD/EXCEL TIPS

MS WORD TIPS

 

Change Word's default picture editor

Remove a document from Word's Recent Files list

Customize the Document Map

Use a desktop shortcut to create a new document based on a Word template

Prevent macros from running when you start Word

Entering tab characters in a Word table

Find synonyms in Word

Change the shape of a text box in Word

 

MS EXCEL TIPS

 

Copy adjacent data in Excel with shortcut keys

Centre text across Excel columns without merging

Change how long Excel maintains its audit trail

Change Excel's default number of worksheets

Create bare-bones comments in Excel

Spell-checking in Excel

Convert an Excel chart object to its own sheet

View Excel PivotTable source data quickly

 

MS WORD TIPS

Change Word's default picture editor
When you want to edit a picture in a Microsoft Word document, you right-click on the picture and select Edit Picture from the resulting shortcut menu.  Word opens a special editing window in which you can modify the picture to whatever specifications you desire. 

However, you may find either Word doesn't offer the editing features that you're looking for, or you're more accustomed to editing pictures using a different application. If either is the case, you can change the default picture-editing program that Word uses to edit imported pictures. To do so, select Tools/Options from the menu bar, then click on the Edit tab. The Picture Editor dropdown list contains picture editors installed on your system that Word can use as its default picture editor. Select the program you'd like to use as Word's default picture editor from the Picture Editor dropdown list, then click OK.  
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Remove a document from Word's Recent Files list
If you share a computer with other users, you may find the Recent Files list, located at the bottom of Word's File menu, betrays your privacy. This list itemizes the four most recently opened documents; and, if you click on an item in the list, Word opens it for you. If you've recently worked on a private document that you don't want others who use your computer to know about, you can remove it from the Recent Files list. To do so, first press [Ctrl][Alt][-]. When you do, the pointer changes to a minus sign. Select File from the menu bar, then click on the item in the Recent Files list that you want to remove. This action removes the item from the list, reducing it to three items; however, the next time you open a new file, it will be added to the list so that the list will again contain four items.
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Customize the Document Map
In Word, the Document Map gives you a quick outline of your document. To view the Document Map, click the Document Map button on the Standard toolbar or select View/Document Map from the menu bar. Word opens the Document Map pane to the left of the document workspace.  The Document Map displays any items in your document to which you've assigned styles that specify an outline level.

When you select an item in the Document Map, Word automatically jumps to the corresponding location in the document. 

The Document Map's default selection bar colour is Dark Blue but, when you select an item in the Document Map, it can be difficult to see the item through such a dark selection bar.

You can change the colour of the Document Map's selection bar by modifying the Document Map style.  Select Format/Style from the menu bar, then select All Styles from the List dropdown list.  Next, select Document Map from the Styles list box, then click Modify. Select Format/Border in the Modify Style dialog box, then click on the Shading tab. Select a colour from the Fill colour palette, then click OK to return to the Modify Style dialog box.

To save the modified Document Map style to the active document template, select the Add To Template check box. Click OK to close the Modify Style dialog box, then click Close to exit the Style dialog box. When you do, the selection bar in the Document Map reflects your changes.

When you close the active document, you'll be prompted to save changes to the template the document is based on; click Yes to save the changes.
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Use a desktop shortcut to create a new document based on a Word template
To create a new document based on a template other than Word's global template, Normal.dot, you must start Word, select File/New from the menu bar, locate and select the template you'd like to use in the New dialog box, and then click OK. One way to streamline this process is to record a Word macro that performs these steps automatically. However, in order to run the macro, you need to start Word first. If you aren't usually running Word on your system and use it for little more than creating documents based on one specific template, consider creating a custom desktop shortcut instead. By incorporating the /t switch in the shortcut's command line, you can cause Windows to launch Word and create a new document based on a specific template, all in one step. To do so, right-click on the Windows desktop and select New/Shortcut from the resulting shortcut menu. Enter the following in the Command Line text box:

"WordPathname" /t "TemplatePathname"

where WordPathname is the pathname to Microsoft Word and TemplatePathname is the pathname to the template on which you'd like to base your new Word document. For example, to create a new document based on Word 97's Professional Letter template, your command line might look like this:

"C:\Program Files\Microsoft Office\Office\Winword.exe" /t"C:\Program Files\Microsoft Office\Templates\Letters Faxes\Professional Letter.dot"

When you've finished, click Next. Type a name for the shortcut in the text box provided, then click Finish to add the shortcut to your desktop. Double-click on the shortcut and Windows launches Word and creates a new document based on the template you specified in the shortcut's command line.

If Word is already running when you double-click on the shortcut, Windows opens a new instance of Word to create the new document.  In addition to the Windows desktop, you might also find it convenient to store your template shortcut in the Windows Start menu or the Office toolbar.
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Prevent macros from running when you start Word
You can customise what happens when you launch Word by creating an AutoExec macro which runs automatically each time you start Word. You can use this type of macro to do anything from opening certain files automatically to setting your screen preferences.

However, sometimes you might want to prevent an AutoExec or other automatic macro from running when you start Word. You can do so by adding the /m switch to the Target line of a Word shortcut or at the end of the command line in Windows' Run dialog box, but this method can be tedious as it involves a number of steps.

The quick way to prevent Word from running automatic macros during start up, is simple.  Hold down the [Shift] key while you start Word.  If you start Word from the Microsoft Office Shortcut Bar, click Word's shortcut button first, and then hold down the [Shift] key while Word starts.
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Entering tab characters in a Word table
When you create a table in Word, the Tab key takes on some special functions. First, pressing Tab when the insertion point is in the last table cell creates a new row. In addition, pressing Tab in any other cell moves the insertion point into the next cell.  You can press Shift/Tab to reverse direction.

However, if you want to insert a tab mark within a table, simply hold down the Ctrl key as you press Tab.  Word then enters a tab mark just as if you'd pressed Tab outside the table.
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Find synonyms in Word
Word can help you find alternative words for your writing by using its Synonyms feature. To find synonyms for a word you've typed, simply right-click on it and then choose Synonyms from the resulting shortcut menu. When you do, you'll see a list of synonyms for the word you've selected; simply click on the one you'd like to use, and Word replaces the selected word with the synonym you chose.

Occasionally, Word will even offer you antonyms to the word you select (this will be followed by the word "Antonym" in parentheses).  If you don't find a word you like, select Thesaurus at the bottom of the list to access Word's thesaurus.  You can always go straight to the Thesaurus by pressing the Shift and F7 keys
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Change the shape of a text box in Word
You can add visual variety quickly to your documents by changing the shape of a text box. Since Word considers a text box to be a drawing object, you can easily change the shape of a text box by changing the AutoShape that's assigned to it. By default, a text box uses the Rectangle AutoShape. To change the AutoShape assigned to a text box, select the text box you'd like to modify, then select Draw/Change AutoShape from the Drawing toolbar. Select an AutoShape category from the resulting submenu, and then select the AutoShape tool you'd like to use from the group's submenu. When you do, Word changes the text box shape to match the AutoShape you specified.
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MS EXCEL TIPS

Copy adjacent data in Excel with shortcut keys

If you have a formula or data that you want to copy to cells down to the right, you can do so easily  without the fill handle or copying and pasting.  The [Ctrl]D combination copies the cell contents from the active cell down and [Ctrl]R copies it to the right.  For example, let's say you have a formula in cell E3 and you want to copy it down through cell E23. Just select cell E3, hold down the [Shift] key and scroll down to highlight the appropriate range.  Then, just press [Ctrl]D.

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Centre text across Excel columns without merging
Excel's merged cells feature often helps enhance the appearance of worksheets. This is especially useful when you want to centre text across several worksheet columns, such as for a range heading. 

However, a drawback is that you can't copy or cut rows or columns that intersect with merged cells. If this is a requirement, you can get around the problem by reverting to a technique from Excel's pre-97 days. Enter the text in the leftmost column of the range of columns you're working with. Select the cell with the text and extend the selection across the remaining columns.  Then, choose Format/Cells from the menu bar. Click on the Alignment tab, choose Centre Across Selection from the Horizontal dropdown list, and click OK.
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Alter how long Excel maintains its audit trail
When you set up a workbook to be shared by multiple users, Excel maintains a trail of changes to data so that you can resolve conflicts or selectively revert back to previously existing values. However, this trail is only maintained for the past 30 days.

If you want to change the length of time that Excel stores change information, select Tools/Share Workbook from the menu bar. Then, click on the Advanced tab and change the number in the Keep Change History For spinner box. Note that you can also disable change tracking completely from this dialog box. After you've made your changes, click OK and save the file.
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Change Excel's default number of worksheets
By default, Excel creates three worksheets in every new workbook.

If you find that you routinely don't use all three or that you require more, change the default number that Excel creates. To do so, select Tools/Options from the menu bar. Then, click on the General tab and change the number in the Sheets In New Workbook spinner box to the number of desired sheets
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Create bare-bones comments in Excel
If you use Excel's comment feature, it's likely that you spend time erasing the author information that's automatically inserted at the beginning of each note. Unless you're working on a collaborative project, you probably don't have a need for this information - you just want to display your comment.

You can change the name by changing Excel's User Name setting. (To do so, select Tools/Options from the menu bar and edit the User Name data on the General sheet.)

However, if you completely delete the User Name value and close the dialog box, Excel just changes the username back to the original name registered on your PC. To get around this, you can use the macro below instead of inserting comments like you usually do. The macro prompts you for your comment text and then inserts your note in a new comment attached to the current cell.

Sub NewComment()
  On Error Resume Next
  strComment = InputBox("Enter your comment: ", "Add Comment")
  ActiveCell.AddComment
  ActiveCell.Comment.Visible = False
  ActiveCell.Comment.Text Text:=strComment
End Sub
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Spell-checking in Excel
Spell checking worksheets helps you catch typos but it can be cumbersome. For instance, if a worksheet contains acronyms, abbreviations, or field names, you may find yourself repeatedly hitting the Ignore button.

Excel can be configured to skip some words that you may not want checked by ignoring all upper-case words.  To do so, run the spell checker on data that causes the Spelling dialog box to be displayed.  Then, select the Ignore UPPERCASE check box and click OK.   This setting carries through to all subsequently spell checked workbooks until it's specifically disabled.
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Convert an Excel chart object to its own sheet
Sometimes you'll find that a chart is too difficult to work with as an object in a worksheet. Converting the chart object to a dedicated sheet provides more space to view and manipulate the chart. Fortunately, it's easy to convert an existing chart object to a chart sheet. To do so, right-click on the chart and select Location from the shortcut menu. Then, select the As New Sheet option button and type a name for the chart sheet in the adjoining text box. You can use the same general technique to convert chart sheets to chart objects in other worksheets.
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View Excel PivotTable source data quickly
PivotTable reports provide a convenient and powerful summary of Excel data. However, there may be times that you want to see the detail behind a particular summary. To see the source data quickly, double-click on the cell containing the summary you want to examine. Excel creates a new worksheet and lists the appropriate data. This feature works even if the worksheet with the source data is hidden. You can disable this feature if you want to prevent users from seeing the detail behind a PivotTable. To do so, select a cell in the PivotTable and then choose Table Options from the PivotTable menu on the PivotTable toolbar. Clear the Enable Drilldown check box. Finally, click OK.
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