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ISMT E-120

The Influence of Software and Hardware Technologies on Business Productivity

Standardizing and Automating Work

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Standardizing andAutomating Work

• Custom Templates – so much more than its simple name implies

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Custom Templates

• What is a Template?• Word• Excel• PowerPoint

What is a Template?• Reusable,

Standardized Document

• Collection of styles & text

• ‘New’ = an identical copy of the template

• Where do templates live?

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Word Templates• Styles• Text• Images• Bookmarks & Hyperlinks• Quick Parts & Build Blocks Organizer• Macros (covered in Integrating Apps)

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Bookmarks & Hyperlinks

• Named locations you can ‘Go To’• Anchors in various locations in a

document to jump to• Links to other documents

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Quick Parts

• AutoTextoNamed Chunks of Text oHelp streamline data entryoCan be attached to templateso Example

Quick Parts

• Document Properties• Fields• Building Block Organizer

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Excel Templates

• Worksheets• Charts• Formulas & Functions• Absolute v. Relative References

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Worksheets & Charts

• Use Defined NamesoRanges (2 or more cells)o Valueso Formulas

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Worksheets & Charts

• Formatting – for appearance & readability

• Chart Links to Worksheet

Excel Template Example

• Budget Variance Template with Chart– Use defined names– Add formatting– Include worksheet and chart

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PowerPoint Templates

• Masters• Designs & Themes• Layout• Fonts• Transitions & Animations• Presentation file types

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Coming Up

Access and Relational Databases