The Office Tech Pro

Neat tricks with Tasks in Outlook!

September 16, 2010 Categorized in: The Office Tech Pro

I had a great question last week on our Outlook® webinar. Could Outlook® be used to replace a CRM function when it came to generating tasks with predefined date dependencies. For example, a real estate closing. Earnest money (or binder) is due a certain number of days from the contract date. Loan docs are due a certain number of days after the appraisal, and so on. I answered, No.

After thinking about it for awhile, I came up with a possible workaround using a combination of Excel® and Outlook®.

Laborless tables in Excel®

September 9, 2010 Categorized in: ExcelThe Office Tech Pro

If someone asked you what a table was (in data speak), you would likely respond with something like a set of data presented in columns in rows. When Excel® 2007 says tables it means a very specific way of formatting data that not only visually arranges into a tabular format, but gives you tools that let you work with that data easily.

Word Tables and Delimited Text

August 23, 2010 Categorized in: The Office Tech ProWord

If you’ve ever spent anytime copying and pasting text data into Word tables or trying to get data out of tables and into a simple list in a document, these tips might make you grumble a little. The good news is you’ll never have to do that again!

Office 2010: Already?!

August 12, 2010 Categorized in: The Office Tech Pro

For most of us Office 2010 became available on June 15, 2010. While it had been released to some groups of customers back in April, the majority of us couldn’t avail ourselves of it until June. It seems to be a shocker for many because so many of us just got our hands on Office 2007 or are at least contemplating a near term migration to the new Office suite.
I’m often asked about the “rules” for PowerPoint® presentations. How many bullets? How many words per bullet? Font size? Font type? There are some great books on the subject. I happen to like Garr Reynold’s Presentation Zen and Michael Flocker’s Death by PowerPoint®. You can read a hundred books on the subject and go to classes and seminars. If you do, you’ll hear hundreds of pieces of advice, some conflicting, about how to wow your audiences and get your point across. So what is the best advice? Ask your audience!
For some more accomplished Excel® users, Office 2007 was a shock when it came to Pivot tables.
Hyperlinks normally appear in such a way as to distinguish them from the surrounding text. The purpose of the distinction is to let the reader know that activating the link will actually take them to another piece of content.
Use the best features of Access on your Excel workbooks and vice versa by using Microsoft Office interoperability features.
I have just had the opportunity to be involved in a recruiting process for new trainers for my awesome Chicago client, CTS Training. In reviewing resumes of folks who touted themselves as “experts” in Microsoft Word, among other things, I decided to look “under the covers” to see if they really knew how to use it.
An Admin Pro forum reader reports a problem with Excel. The workbook window appears to be missing, though Excel indicates the file is open.

Outlook on projects

June 7, 2010 Categorized in: The Office Tech Pro

Large or small, projects need to be managed. Or, quickly, we will find them managing us. Many of us can’t afford or choose not to use robust project management software. Can Microsoft Outlook 2007 be an alternative? You bet! Using Outlook tasks and a view called Timeline can give us the kind of look into our current projects once thought to be available only in expensive project management systems.
20 years ago this would have simply been a string of pronouncable syllables to describe the noise your furnace makes when it first starts up in the fall. These days, it represents 3 of the top 4 places people go to search for information the Internet, according to The Nielsen Company. The 4th by the way is Facebook: Not going there, can’t make me; at least not for this article.

Demystifying VLookUp in Excel

May 17, 2010 Categorized in: The Office Tech Pro

Vertical look-ups or the VLookUp function in Excel has eluded many formula writers. See how a VLookUp works exactly the same way your brain does when you have to look something up.