Date: August 28th, 2007

Author: Katherine Murray

Tell the truth, now. When you see a new worksheet arrive in your Inbox, your pulse doesn’t exactly quicken, does it? I’m guessing that you don’t lean forward in your chair, eager to open the file and see what exciting new numbers the worksheet is likely to present.

Or maybe you do have a pulse-pounding reaction how long does it take for viagra to work to worksheets, but it’s due to anxiety, not excitement. What am I supposed to see in all this data? How hard is this going to be to decipher? Am I really smart enough to figure all this stuff out? What time is lunch?

You can lessen this type of math anxiety for those who view your worksheets by using some simple techniques in Excel to get your data message across clearly. Here are a few tips to get you started.

Note: This information is also available as a PDF download.

#1: Give your worksheet a good title

The ultimate goal of your worksheet is to present information in a way others will understand, right? Give readers a head start by titling your worksheet clearly. A good title lets readers know immediately what the content of the worksheet is going to show them — that way, they won’t have to work so hard. “2008 Projections” isn’t bad, but it leaves a lot of things out. What kind of projections? Sales? Hired Employees? New Store Openings? Be as clear as you can and, if necessary, add a subtitle. And if you plan to circulate the worksheet by e-mail, be sure that you title the worksheet file with something that reflects the content of the sheet itself. That way, when people open the file, they’ll know what to expect.

#2: Wake people up with color

Sure, black and white does the trick. But. It’s. Boring. For those of us who aren’t numbers people to start with, pouring over a black-and-white grid stuffed with an ocean of numerals is torture. Jazz it up by splashing a little color on the page. Choose an energizing color — green, orange, purple — for your column heads. Do something special with the title — maybe format it in a complementary color, add a picture at the top, put a background behind it to make it pop. Just be sure the color you add doesn’t actually detract from the readability of the page. You want the color and design of the worksheet to draw people into the page, not make them forget what they’re looking at.

Excel makes it easy to add a picture to the background of the worksheet as well. This is really a neat effect, if you have a reason to use it. As a general rule, don’t put pictures behind your data just for the fun of it — readers have to work harder to see what’s in the foreground. But if you want to promote something fun, such as a summer sales competition, you can raise the energy by adding a special picture behind the scenes.

#3: Let the format lead the eye

Have you ever felt your heart sink because you’ve got five minutes to prepare for a meeting and the worksheet you’re looking at makes no sense? Chances are, the problem is one of three things:

The way in which you format your worksheet can solve all three of these potential problems for you. As a general rule, the largest items on your page will get the first look. Then, the eye will look for the next largest, and the next largest after that. The actual content — the data in the cells — is likely to be what your readers see last.

You can use this idea to your advantage when you plan the format of your page. Make the title stand out, good and bold, and make sure it says something clearly about the content you’re showing. Next, enlarge the column and row heads just a bit and put them in a second color. Readers will quickly scan the column and row headings to get a sense of how the information on the worksheet is organized. This will help them see what’s most important on the page and where they should begin.

If you have extra information you want to be sure readers see — for example, a note explaining why you’re displaying projected 2008 data even though it’s only 2007 — you can set it off by enclosing it in a border or using a second color. This will draw the reader’s eye to the note after they’ve taken in the most important items on the page.

#4: Apply a theme

Excel 2007 benefits from the hip new (or should I say, expanded and improved) themes feature that has been added throughout the core Office 2007 applications. Themes exist in Office 2003, but they were limited in design and functionality (and much less fun).

When you apply a theme to your Excel 2007 worksheet (by clicking the Page Layout tab and choosing Themes), you make a design choice that includes the font, color, table style, and effects of the information on your worksheet. The great thing about this feature is that you can dramatically change the look and feel of your information simply by opening the Themes gallery and clicking another choice.

#5: Don’t cram your charts

What would we do without charts in Excel? Charts are a saving grace for those who need to provide their information in the easiest possible way for readers to understand. A chart quickly shows readers what’s most important in your data (or at least, what’s most important in what you want to show right now) and presents each data item in relation to other items in the chart.

One mistake that Excel chart novices often make is to try to show absolutely everything under the sun in a single chart. You’ve got one shot, right? The best way to ensure that your readers will keep viewing your information is to make sure they understand what they’re looking at. And that means paring your chart down to the essentials and not littering the bars or pie slices with all sorts of labels and percentages and other nonessential items. Show what you need to get your point across and no more. Your readers will thank you for it.

#6: Diagrams are helpful

Excel 2007 includes another way to show your data visually. Now you can use SmartArt to create professional-looking diagrams for flowcharts, org charts, and much more. Creating a SmartArt diagram is similar to creating a chart — you choose the type of diagram you want to use, add your text, and then add bars, lines, suns, moons, whatever. You can tailor the diagram in an almost unlimited number of ways (including adding pictures to the shapes in the diagram).

#7: Take advantage of conditional formatting

I admit that I am easily amused by simple, colorful things. So I love the improved conditional formatting in Excel 2007. This is another feature that’s been dramatically enhanced and made easier to use in the newest version. Now you can use a variety of visualizations to help show trends in the data you’re presenting. You can use symbols, color bars, and more. To add conditional formatting to your worksheet, select the cells you want to showcase and click Conditional Formatting in the Styles group of the Home tab. Select the style of formatting you want to apply, and Live Preview will show how the formatting will look on your data. Nice.

#8: When in doubt, spell it out

If you are working on a complex worksheet and just can’t see how everyone will understand what you want them to focus on without a note or two, you can easily add comments to cells in the worksheet. Simply select the cell or range you want to add a note to, right-click, and choose Insert Comment. A small text box opens on top of your worksheet so that you can type the note you want to add. Your readers will know a comment exists at that point in your worksheet because a small red triangle appears in the upper-right corner of the cell. When a reader hovers the mouse pointer over the triangle, the note opens.

#9: Frame it

It’s an old trick, but it still works — if you want to draw a reader’s eye toward something on the page, box it. Newspapers do it, magazines do it, Web pages do it. If the design is done well, readers think they are getting something “extra” in that little box — and we all love getting something extra.

Select the cells you want to border and right-click on your selection. Choose Format Cells and select the Border tab. Test out different border styles and choose one that frames but doesn’t overwhelm your worksheet design. Click OK when you’ve found the style you want to use.

One caveat: Use the box idea sparingly. If you create more than one box on the page, readers might get confused about which one to read first and maybe even give up on reading any of it.

#10: Invite feedback

Finally, if you really want to make sure people are getting the message of your worksheet, ask. E-mail one or two coworkers and ask them to take a quick look at your data; then find out whether:

• It was easy to understand what the worksheet is about.
• They could clearly see what was most important on the page.
• They have any suggestions for ways you could make it easier to understand.

So what’s the result of all this? People will smile at you more when they pass you in the hallway, because you made their day easier — and helped them feel smarter — by making your information easier to understand. And who knows, you might even get a free lunch out of the deal.

Katherine Murray is the author of many computer books (including the in-the-box documentation for Microsoft Office 2007 Professional and Small Business Editions). Her most recent book, Microsoft Office Word 2007 Inside Out, with coauthors Mary Milhollon and Beth Melton (Microsoft Press, 2007), has just hit the stands. She also writes digital lifestyle articles for various Microsoft sites and publishes a blog called BlogOffice that shares Microsoft Office ideas, how-tos, and tips.

Date: November 13th, 2007

Author: Susan Harkins

PowerPoint is a powerful presentation package, but most of us don’t use it often enough to learn its many timesaving tricks. The good news is that you don’t have to be an expert to get more mileage out of PowerPoint features. Here’s a look as some of the shortcuts and tricks you can use to put PowerPoint to work for you.

Note: This information is also available as a PDF download.

#1: If you don’t like the design, pick another

You can build a presentation from scratch, but most of the time a design template is more than adequate. These templates apply consistent design and formatting attributes from the first slide to the last. Click the Slide Design button on the Formatting toolbar to open the Slide Design task pane to get started. (In PowerPoint 2007, choose a design template from the Design group.)

You’re not stuck with a design once you choose it. At any time, even after the presentation is complete, you can choose another design. Simply select the one you want; you won’t lose any content.

You can also change the design for only selected slides, without actually removing the template from your presentation. In the Slide pane or Slide Sorter View, select the thumbnails that represent the slides you want to change. Next, click on the drop-down arrow beside the desired design in the Apply A Design Template list and choose Apply To Selected Slides (Figure A). (There’s no drop-down arrow in PowerPoint 2007; just right-click on the design.) PowerPoint will immediately update the selected slides.

Figure A

#2: Hone for focus

Resist the urge to crowd as much text as you can onto a single slide. If a busy slide doesn’t overwhelm your audience, it will most certainly distract them. Instead of listening to you, they’ll read ahead.

Once you have a rough draft of your presentation, review it with the following goals in mind:

By following these steps, you may reduce content by as much as half, and your presentation will be more focused.

#3: Don’t forget The end!

When you come to the end of your presentation, what comes next? If you click out of Slide Show View, your audience will get a behind-the-scenes peek at your work, and you probably want to avoid that. Instead, end your presentation with a slide that maintains the presentation’s master slide details but displays a simple message such as Thank you for your support or Thank you for coming.

Of course, the end slide doesn’t have to display a message. A blank slide might be adequate. You might even consider combining two end slides: Display a short thank you, or otherwise appropriate message, and follow it with a blank slide. That way, if you click out of the message slide, you’re still covered.

Professional presentations include a slide dedicated to ending the presentation. It protects you and cues your audience.

#4: Create your own AutoContent template

The AutoContent Wizard is a great place to start when you’re not sure what a presentation should cover. This wizard creates a new presentation using built-in templates, and you can customize the results.

What you might not know is that you can add an existing presentation to the AutoContent Wizard’s library. To do so, complete the following steps:

1. Launch the wizard by choosing New from the File menu.
2. Click the From AutoContent Wizard link in the New Presentation task pane.
3. Click Next in the wizard’s first pane.
4. Choose the most appropriate content template category and click Add (Figure B).
5. Locate your presentation file and click OK.

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6. Quit the wizard.

At this point, the presentation you added is available to use as a content template. Don’t let a good, generic presentation go to waste. Most likely, you’ll have to customize it, but that’s true of any content template you choose.

The AutoContent Wizard isn’t available in PowerPoint 2007. Instead, use a themed template. Choose File from the Office menu and select New to get started.

Microsoft offers more free templates.

#5: Send a presentation to Word

PowerPoint can print views, but you can’t modify the results much. For instance, you can print handouts or even individual slides, but PowerPoint just prints a hard copy of your exact slides. If you want to enhance or format handouts, send the presentation to Word, which offers more flexibility. To do so, complete the following steps:

1. Choose Send To from the File menu.
2. Select Microsoft Office Word from the resulting submenu.
3. In the Send To Microsoft Office Word dialog (Figure C), choose one of the many send options. The Outline Only option sends only the content.
4. Click OK.

Figure C

Once your content is in Word, you can apply formatting and printing options that aren’t available to you in PowerPoint.

In PowerPoint 2007, you use the Publish command to send content to Word. Choose Publish from the Office menu and then choose Create Handouts In Microsoft Office Word.

When you do supply handouts, consider handing them out at the end of the presentation instead of at the beginning. Some people will pay more attention to your handouts than your presentation.

#6: Reverse those points

You probably know that you can display bullet points one at a time by choosing an animation scheme in the Slide Design task pane. Specifically, choose Fade In One By One from the Subtle section. What you might not know is that you can display bullet points in reverse order. The easiest way to reverse point order is to choose Show In Reverse in the Moderate section of the Animation Scheme task pane.

It’s a good idea to spend some time viewing all of the Animation Scheme options. It won’t take long, just a few minutes. Being familiar with all the effects is the key to using each appropriately. In addition, where animation is concerned, less is better than more — go easy and use animation only when you have a specific reason to and not just because you like a particular scheme.

You’ll find animation options on PowerPoint 2007’s Animations tab in the Animations group. Use the Animate drop-down list to choose the desired effect. The interesting advantage in 2007 is that as you choose an effect, PowerPoint displays it, so you can see it at work before you select it.

#7: Beware of busted GIFs

PowerPoint 2000 was the first version to support animated .gif files, but the viewer didn’t. (PowerPoint Viewer is a support application that lets others view your PowerPoint presentation, even if they don’t have PowerPoint installed locally.) Unfortunately, the older viewers don’t support .gif files. This limitation has the potential to spoil your otherwise flawless presentation.

The good news is that more recent viewers do support .gif files. In fact, they offer full-feature support all the way back to PowerPoint 97. If you’re still using an older version of PowerPoint — 97, 2000, or XP — the latest viewers will run your presentations, .gif’s and all. Microsoft offers a list of the different PowerPoint Viewer versions.

#8: Reverse slide print

Most printers allow you to print in reverse, but you can’t always get to individual printer options — especially with networked printers that are configured for all users by an administrator. If printing options are limited, you can still have PowerPoint print your slides in reverse order, with or without help from your printer:

1. Choose Print from the File menu. (In PowerPoint 2007, choose Print from the Office menu.)
2. Click the Slides option in the Print Range section.
3. Enter the range of slides in reverse order. For instance, if you want to print slides 1 through 10 in reverse order, enter 10-1 instead of 1-10. It’s an easy solution to implement.

PowerPoint will remember this setting until you change it or exit the presentation. Even if your printer has a reverse option available, you might find the PowerPoint route easier to take if you consistently print the same range of slides during the same work session, as your printer might not remember the setting.

#9: Reduce file size

PowerPoint files can be huge. If you send them via e-mail, you might find it takes a while to upload and download a presentation, especially if you or a recipient is still using a dial-up connection.

You probably use special software to compress the file before sending. You can also reduce the size of the original file by deleting the slide thumbnails. To do so:

1. Choose Properties from the File menu.
2. Click the Summary tab.
3. Locate the Save Preview Picture check box at the bottom of the dialog box (Figure D) , deselect it, and click OK.

Figure D

Doing this will save a huge hunk of KBs, even before you compress the file. If you disable the thumbnails, you can’t preview the file in the Open dialog box, but that seems like a small tradeoff for the KB savings.

This option is harder to find in PowerPoint 2007. From the Office menu, choose Prepare and then Properties. From the Document Properties drop-down list, choose Advanced Properties to find the Summary tab. You’ll still save some space, but not as much.

# 10: Control the pointer from the keyboard

During a slide show, PowerPoint hides the pointer five seconds after you display each slide, and then it disappears. When you click to view the next slide, the pointer becomes visible for another five seconds. You can control pointer display by clicking the icon in the bottom-left corner of the screen, but that’s a bit distracting in the middle of a presentation. Instead, consider controlling pointer visibility from the keyboard:

• Ctrl + H hides the pointer immediately.
• Ctrl + A displays the pointer immediately.

Once you use Ctrl + A to display the pointer, it’s fixed. There’s no five-second delay. You must use Ctrl + H if you want it to go away.

Susan Sales Harkins is an independent consultant and the author of several articles and books on database technologies. Her most recent book is Mastering Microsoft SQL Server 2005 Express, with Mike Gunderloy, published by Sybex. Other collaborations with Gunderloy are Automating Microsoft Access 2003 with VBA, Upgrader’s Guide to Microsoft Office System 2003, ICDL Exam Cram 2, and Absolute Beginner’s Guide to Microsoft Access 2003, all published by Que. Currently, Susan volunteers as the Publications Director for Database Advisors. You can reach her at ssharkins@gmail.com.

Did you know that MS Excel's Name box isn't always the Name box (the box to the left of the Formula bar?)

I know it sounds crazy, but it's true!

Pay attention when you type in an equal sign (=) to start a formula.

Did you see what happened?

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If you use MS Office 2000 through 2003, you're in for a real toolbar treat today!

Have you ever noticed the little down arrow at the end of the displayed toolbars?

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I'm sure you're all aware of MS Excel's handy little AutoSum button and the way it will quickly insert the formula to sum up any range of data you happen to have lying around, right? But, wouldn't it be nice if you could get it to do a little more than sums, without a lot of extra work?

Good idea! Fortunately for all of us, AutoSum can be used for more than just sums.

Interested? Yeah, I thought you might be!

The key to getting more from your AutoSum is to notice the little down arrow just to the right of the button.

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