Microsoft Outlook/Excel Tips

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INDEX OF MICROSOFT OUTLOOK/EXCEL TIPS

MS OUTLOOK TIPS

 

Determine which folder opens when you launch Outlook from a shortcut

Change which folder opens when you launch Outlook

Create a distribution list using names in the Address Book

Scheduling a meeting with contacts the easy way

Print your Outlook calendar without private appointment details

Read your email messages before you open them

Print a blank calendar

Edit the subject line of received messages

 

MS EXCEL TIPS

 

Create bare-bones comments in Excel without the User Name

Prevent startup Excel macros from running

Look at Named Ranges with a Custom View

Easily align objects to Excel's columns and rows

Create graphical hyperlinks in Excel

Simple Hyperlinks in Cells

Forecasting trends using charted data

Size and move legends to use chart space efficiently

 

MS OUTLOOK TIPS

Determine which folder opens when you launch Outlook from a shortcut
By default, Outlook opens the Input folder at start-up.  However, you can determine which folder Outlook opens by placing a short-cut on your desktop.

 

To create a desktop shortcut for Outlook, use Windows Explorer to locate the Outlook.exe file. Right-click on the file name and choose Send To/Desktop (Create Shortcut). Then on the desktop, right-click on the shortcut and choose Properties from the resulting shortcut menu. Click on the Shortcut tab. In the Target text box, edit the command line to read as follows to open the Contacts folder:

 

"C:\Program Files\Microsoft Office\Office\OUTLOOK.EXE" outlook:contacts

 

To open a different folder, replace"contacts" with the name of the folder you'd like Outlook to open. When you've finished, click OK. Now, when you start Outlook using the shortcut you've modified, Outlook opens the folder you specified.

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Change which folder opens when you launch Outlook
 When you launch Outlook you immediately see the Inbox.  This the default folder but you might like use the Calendar calendar folder instead. You can change which Outlook folder is opened when you launch Outlook. To do this, choose Tools/Options from the menu bar. Click on the Other tab and click the Advanced Options button. From the Startup In This Folder dropdown list, select Calendar (or one of the other Outlook folders).

 

Click OK twice to return to Outlook. Close Outlook and then restart it. The Calendar is now displayed and is selected in the Folder List.

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Create a distribution list using names in the Address Book
If you regularly send email to the groups of people, you can speed up the process by creating a distribution list.

 

Select File from the the menu bar, then click on New / Distribution List.  In the Name box, type a name for your distribution list.  Click the Select Members button. In the Show names from the list, click the address book that contains the e-mail addresses you want in your distribution list. In the Type name or select from list box, type a name you want to include. In the list below, select the name, and then click Members. Do this for each person you want to add to the distribution list and then click OK.

 

Use the Add New button to add email addresses for people with email addresses thatg are not stored in your address book.

 

If you want to add a longer description of the distribution list, click the Notes tab, and then type the text.

 

The distribution list is saved in your Contacts folder by the name you give it.

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Scheduling a meeting with contacts the easy way
The easiest way to schedule a meeting with a contact in your address book is to drag the contact's name to the Calendar icon in the Outlook Bar.

 

Outlook will automatically open a Meeting form and enter the contact's email address in the form's To field.

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Print your Outlook calendar without private appointment details
You can prevent Outlook from printing details of your private appointments when you print out your calendar.  The times will still show on the calendar but instead of the title, such as Doctor's Appointment, only the words Private Appointment will print.

 

To switch on this function, open your Calendar folder and choose File / Print from the menu bar.  In the Print Range panel, select the Hide Details Of Private Appointments check box.  Click OK to print.

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Read your email messages before you open them
There is always a risk of virus and worm invasion onto your computer from email, eve if you update your virus protection software every day.  Open an infected email and you're almost certainly in trouble.

 

To help protect yourself, read just the first three lines of each message in the Preview pane.  Choose View / AutoPreview; or choose View / Preview Pane to read the complete message in the Preview pane (below the message list).

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Print a blank calendar
It doesn't make sense to have to delete all your appointments before you can print a blank calendar page.  Fortunately there is a way to avoid this problem by creating a blank calendar folder in Outlook and printing your blank pages from that folder.

 

Start by choosing File / New / Folder from the menu bar and type a name . In the Create New Folder dialog box, type a name for the folder in the Name text box. From the Folder Contains dropdown list, select Appointment Items. In the Select Where To Place The Folder list box, select the Calendar folder, then click OK. When prompted to add this folder to the Outlook Bar, click No. Then, select the new folder in the Folder List.

 

To print a blank calendar page, choose File / Print. In the Print Style panel, select the calendar style you want to create. In the Print Range, select the dates you want to include, then click Preview to see what your page will look like. If you like what you see, click the Print button in the Preview window, then click OK.

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Edit the subject line of received messages
Have you noticed that the subject lines of messages sent to you don't always express what's in the message? Maybe the text isn't descriptive enough or you want to add something to jog your memory later. Even though the subject line seems untouchable in the gray area above the message, don't be intimidated--you can edit it. Open the message and place your insertion point in the subject text, then add or change the text as needed. Now, close the message and click Yes to save the changes.
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MS EXCEL TIPS

Create comments in Excel without the User Name

Many people complain that Excel's comment feature would be better if each comment was not preceded by the author information that is automatically inserted at the beginning of each note. Most people don't need for this information; it's really only useful if you are working on a collaborative project.

 

You can change the name by changing Excel's User Name setting by selecting  Tools / Options and editing the User Name data on the General sheet.  However, if you delete the User Name completely and close the dialog box, Excel will change the user name automatically back to the original name registered on your PC.

 

You can overcome this problem by using the following macro.  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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Prevent startup Excel macros from running
Macros are supposed to make your life easier but sometimes they get in the way.

 

You can prevent startup macros from running by holding down the Shift key when you open the workbook.  You will need to keep the Shift key pressed throughout any warning dialog boxes that may appear during the process.

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Look at Named Ranges with a Custom View
It can be helpful, sometimes, to be able to see your named ranges on the screen.  If you zoom out to 39% percent, you can see each named range on screen.  You can save the settings as a Custom View for future use.

 

This tip only works if you are in Normal View.  Start by switching to Normal/View by selecting View/Normal from the menu bar.  Next, select View/Zoom from the menu bar. Select the Custom option on the Zoom dialog box, enter 39 in the percentage text box and click OK.  The range names appear in faint blue lettering in the appropriate places.

 

Note that the range names only appear on the screen; they won't print with your data.

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Easily align objects to Excel's columns and rows
It's easy to align objects on a worksheet.  Simply hold down the Alt-key when dragging a chart or graphic and the object's frame will snap to the cell.
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Create graphical hyperlinks in Excel
If you want to include a graphic in your spreadsheet that users can click to activate a hyperlink, it's easy to do using AutoShapes.

 

Start by making sure that you can see the Drawing toolbar by right-clicking on a toolbar and selecting Drawing from the shortcut menu to display the Drawing toolbar.

 

Next, click the AutoShapes button on the toolbar and select an AutoShape from one of the submenus that you want to use as your hyperlink.  Format the AutoShape as you require and add any appropriate text.  Select the AutoShape and press [Ctrl]-[K] and enter the appropriate information about the Web page or workbook location that you want the link to jump to.

 

Finally, click OK to create a working hyperlink that's activated when users click on the AutoShape.

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Simple Hyperlinks in Cells
Usually, if you create a hyperlink in a workbook that jumps to a complex URL, you probably cut and paste the URL from your browser into the Insert Hyperlink dialog box.  However, there is a much easier way to do this with Excel and Internet Explorer.

 

With both applications open, select the worksheet cell in Excel where you want to create the hyperlink. Press [Ctrl]-K to display the Insert Hyperlink dialog box, then press [Alt]-[Tab] or use your mouse to select the browser window.  Browse to the page you want to link to and then switch back to Excel. You'll find that the URL is automatically inserted in the dialog box.

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Forecasting trends using charted data
When you add a trendline to a chart, you can extend the trendline to predict likely results based on your existing data. To do so, select an appropriate chart and then choose Chart / Add trendline from the menu bar. Select an appropriate trendline from the Trend/Regression Type panel (you can use any type except Moving Average with this technique). Then, click on the Options tab.

 

You can extend the trendline forward or backward from your existing data using the controls in the Forecast panel. Once you've set the desired number of units, click OK. Now, your trendline is extended forward or backward and you can use the trendline to visually deduce the approximate y-value for a given x-value.

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Size and move legends to use chart space efficiently
If you create a chart that plots many data series the default placement for the chart's legend use space in the graph layout that could be better used to allow a longer category axis.

 

By default, the graph's legend appears to the right of the chart. However, you can change its position as you work through the chart wizard steps.

 

Start the chart wizard and work through the first two steps.  At step 3, click on the Legend tab. Select an appropriate location for the legend from the Placement panel and observe the impact that the change has on the chart preview. When you're satisfied, click Finish or apply the other property changes you want to make.

 

If you didn't change the legend placement during the initial chart setup, you can change it after you finished the wizard's steps.  To do so, select the chart and choose Chart / Chart Options from the menu bar. You can then make the same option changes as when the wizard was active.

 

Note that you have another option left if you find that the predefined legend locations are still less than ideal for your needs. You can manually move the legend and change its dimensions. First, click on the legend to select it. Then, simply drag it to the desired location with your mouse. To change the legend box's dimensions, just click and drag the legend's sizing handles.

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

 

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