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Advanced Microsoft® Office Documents 2007 Edition Inside Out

Book Description

Learn everything you need to know for creating dynamic, robust, more secure documents with the 2007 Microsoft Office system--from the inside out! This book packs in hundreds of time-saving solutions, troubleshooting tips, and the workarounds you need for creating and sharing powerful documents and templates--all in concise, fast-answer format. Ideal for users with more advanced experience using either the 2007 Office suites or earlier editions of Office, this comprehensive guide moves beyond the basics. You will learn how to use Microsoft Office Word 2007, Microsoft Office Excel® 2007, and Microsoft Office PowerPoint® 2007 to create exactly the document you need--from business communications to sophisticated business reports and professional-looking presentations. You'll learn how to create templates and custom macros and how to build custom add-ins. You'll even learn how to exploit new XML document formats. Plus, you'll get tools, eBooks, and more on the companion CD. With INSIDE OUT, you get all muscle and no fluff!

Table of Contents

  1. Advanced Microsoft® Office Documents 2007 Edition Inside Out
    1. SPECIAL OFFER: Upgrade this ebook with O’Reilly
    2. A Note Regarding Supplemental Files
    3. Acknowledgments
    4. About the CD
      1. What’s On the CD
      2. System Requirements
      3. Support Information
    5. Conventions and Features Used in This Book
      1. Text Conventions
      2. Design Conventions
    6. Introduction
      1. Who Will Benefit Most from This Book
        1. Additional Resources for Reviewing the Basics
      2. What You Can Expect from This Book
    7. 1. Document Essentials
      1. 1. Introducing the 2007 Microsoft Office System
        1. Redefining Documents for Today’s Business Demands
          1. Creating Documents Across the Office System
        2. What’s New for Your Documents in the 2007 Office Suite
          1. Word, Excel, and PowerPoint
            1. Ease of Use
            2. Transparency
            3. Enhanced Capabilities for More Dynamic Documents
          2. Word
          3. Excel
          4. PowerPoint
        3. Introducing the Office Open XML File Formats
          1. The File Types
          2. Choosing Your Format
          3. What Else Do I Need to Know About These File Formats?
        4. The New User Interface: Ribbons and Then Some
        5. Getting Comfortable in Your Workspace
          1. The Quick Access Toolbar
          2. The Customizable Status Bar
          3. The Mini Toolbar
          4. New Keyboard Options
        6. Documents 101: Understanding How the Office Programs "Think"
          1. The Benefits of Being Lazy
          2. Less Work In = Better Results Out
            1. Planning Your Documents
            2. Finding the Simple Solution
          3. Using the 2007 Office Suite Effectively: Never Do the Same Work Twice
            1. Word: The Organizer
            2. Excel: The Logician
            3. PowerPoint: The Efficiency Expert
            4. Putting It All Together
      2. 2. Understanding Electronic Documents
        1. Differences to Consider When Sharing Documents Electronically
          1. Document Construction
            1. Making a Professional Impression
            2. Ensuring That What You Send Is What They See
            3. Understanding How Font Choices Can Impact What Recipients See
          2. Document Content
        2. Securing the Private Information in Your Documents
          1. The Simple Truth About Document Metadata and Hidden Content
            1. Metadata Defined
            2. Hidden Data Defined
          2. Options for Managing Hidden Data in the 2007 Office System
            1. Using the Document Inspector
            2. Saving to the PDF or XPS File Formats
            3. Using the New File Formats to Manage Hidden Data
            4. Using Options in Windows Vista to Manage Personal Information
        3. Securing Documents
          1. Restricting Permission to Your Documents
          2. Protecting Documents from Editing
            1. Protecting a Word Document
            2. Protecting an Excel Document
          3. Signing Documents and Using the Trust Center
      3. 3. Collaborating and Sharing with Others
        1. Understanding and Using the 2007 Office System Collaboration Environments
        2. Creating and Using Shared Workspaces with Windows SharePoint Services
          1. Understanding the Workspace
            1. Libraries
            2. Lists and Other Communication Tools
          2. Accessing or Adding Content in a WSS Document Library
            1. Adding Content to a Library or List
          3. Creating or Editing a WSS Shared Workspace
            1. Adding Sites, Pages, or Lists
            2. Understanding and Using Web Parts
            3. Managing Site Settings and Permissions
        3. Creating and Using Groove Workspaces
          1. Understanding Your Workspace
            1. Managing Files in a Workspace
          2. Creating a Workspace
            1. Adding Tools to Your Workspace
          3. Inviting Others to Join a Workspace
            1. Setting Roles and Permissions
        4. Using Office OneNote 2007 as a Collaboration Tool
          1. Shared Notebooks and Live Sharing Sessions
            1. Creating a Live Sharing Session
            2. Creating a Shared Notebook
    8. 2. Word
      1. 4. Building Easy-to-Manage, Robust Documents
        1. Staying in Control: Be the Boss of Your Documents
          1. The Three Levels of Word Formatting
            1. Font Formatting
            2. Paragraph Formatting
            3. Section Formatting
            4. Managing the Three Levels with the Reveal Formatting Task Pane
          2. Understanding Objects and Stories
            1. The Story Behind Word Stories
            2. Stories, Objects, and Formatting
          3. Finding the Simple Approach to Any Task
        2. Document Logic: Bringing Yourself to the Document
          1. Working with Formatting Marks
          2. Using Views Effectively
        3. Monitoring the Health of Your Document
          1. What Is Document Corruption?
          2. Using Open And Repair
        4. The Five Tools You Need to Create Any Word Document
      2. 5. Styles
        1. Chapter Assumptions
        2. What’s New for Styles in Word 2007
        3. Paragraph and Character Quick Styles
          1. The Styles Pane
        4. Creating Effective Style Sets
          1. Consider Built-In vs. Custom Styles
          2. Benefits of Using Character Styles
          3. Making Effective Use of Base and Following Styles
            1. Base Styles
            2. Style for the Following Paragraph
          4. Understanding Linked Styles
          5. Styles that Make User-Friendly Documents
          6. Using Quick Style Sets
        5. Working with Themes
          1. The Style–Theme Relationship
            1. Theme Fonts
            2. Theme Colors
          2. Making Your Documents Theme-Ready
          3. Customizing Themes
          4. Sharing Themes
            1. Sharing Themes by Copying Theme Files
            2. Sharing Themes by Applying the Theme from an Existing Document
        6. Mastering Lists
          1. What’s New for Single-Level Lists
          2. Differentiating List Styles and Multilevel Lists
        7. Creating and Using List Styles
          1. Sharing Lists Between Documents and Templates
        8. Working with Table Styles
          1. Creating Table Styles
          2. Setting a Default Table Style
        9. Managing Styles
          1. The Wonderful New World of the Manage Styles Dialog Box
          2. Introducing The Style Inspector
      3. 6. Tables
        1. Chapter Assumptions
        2. What’s New for Tables in Word 2007
        3. The Great Document Organizer
        4. Key Practices for Creating Tables That Work
          1. Choosing Between Paragraph Formatting and Table Formatting
            1. Paragraph Spacing vs. Row Height
            2. Paragraph Spacing vs. Cell Margins
            3. The Relationship Between Paragraph Spacing and Vertical Cell Alignment
            4. Paragraph Indents vs. Cell Margins
            5. Paragraph Borders vs. Cell Borders
            6. Paragraph Styles vs. Table Styles
            7. Which Paragraph Formatting Option Is Best?
          2. Using Table Properties to Simplify Table Setup
            1. Setting Column and Table Widths as a Percentage of the Whole
            2. Indenting Tables
            3. Setting Cell Options
          3. What You Need to Know About AutoFit
        5. Using Tables to Create Page Layout
          1. Creating an Effective Host Table
          2. Using Nested Tables vs. Text Wrap Around Tables
          3. Managing Nested Tables
        6. Formatting Financial Tables
          1. Decimally Align Numbers and Currency Symbols
        7. Managing Tables from Other Sources
          1. Considerations for Tables That Originate in Excel
          2. Considerations for Tables That Originate On the Web
      4. 7. Managing Graphics
        1. Chapter Assumptions
        2. What’s New for Graphics in Office Word 2007
        3. Using the Best Program for the Graphic Task
        4. Objects vs. Pictures
          1. Linked and Embedded Objects
          2. Converting Embedded or Linked Objects to Pictures
          3. Editing Linked and Embedded Objects
          4. Determining the Best Picture Type for Your Graphic
        5. Graphic Layout Simplified
          1. Using the In Line With Text Layout
            1. Recognizing Graphic Layout
          2. Using Table Cells as Graphic Placeholders
          3. Formatting Pictures
        6. Using Text Boxes
      5. 8. Sections
        1. Chapter Assumptions
        2. What’s New For Section Formatting in Word 2007
        3. Are You Sure You Need a Section Break?
          1. Formatting Changes That Require a Section Break
          2. When Not to Use a Section Break
        4. Keeping Sections Simple
          1. Understanding How Section Formatting Is Stored
          2. Understanding Section Break Types
        5. Using Headers and Footers
          1. Managing Different First Page and Different Odd & Even Headers and Footers
          2. Understanding Link To Previous
          3. Simplifying Book-Style Page Layout
          4. Creating Watermarks
      6. 9. Quick Parts
        1. Chapter Assumptions
        2. Understanding Building Blocks: The Evolution of Documents
          1. Creating Your Own Building Blocks
          2. Inserting Building Block Entries
          3. Managing Building Blocks
        3. Document Property Quick Parts
        4. Working with Fields
          1. Understanding Field Construction
          2. Creating Fields
            1. Customizing Fields
            2. LISTNUM Fields
            3. STYLEREF Fields
          3. Editing Fields
            1. Converting Fields to Static Results
          4. Nesting Fields
      7. 10. Reference Tables and Tools
        1. Chapter Assumptions
        2. What’s New for Reference Tools in Word 2007
        3. Editing Reference Fields
        4. Managing Tables of Contents
          1. Using TC Entry Fields
          2. Creating Multiple Tables of Contents in One Document
            1. Using the Table Identifier Switch
            2. Using the Level Switch
            3. Using Bookmarks
            4. Using Specified Styles
          3. Creating a Table of Figures
        5. Working with Indexes
          1. Using Index Entry Fields
          2. Marking an Index
          3. Creating An Index from an AutoMark File
        6. Creating a Bibliography
          1. Creating and Managing Sources
          2. Working with Citations
          3. Creating a Bibliography
        7. A Footnote About Footnotes and Endnotes
      8. 11. Content Controls: Creating Forms and Then Some
        1. Chapter Assumptions
        2. Working with Content Controls
          1. Types of Content Controls
          2. Built-In Features That Use Content Controls
          3. Using Content Controls
          4. Creating Controls
          5. Formatting Controls and Editing Properties
            1. Editing Control Properties
            2. Formatting Placeholder and User-Edited Control Content
          6. Nesting Controls
        3. Understanding Document Protection Options
        4. Content Controls and Automation
      9. 12. Planning Your Documents
        1. Chapter Assumptions
        2. Design Considerations
          1. How Will Your Document Be Delivered?
          2. Focus On the Content
          3. Making the Right Statement About You and Your Business
        3. Content Planning
          1. Making Choices About Content
          2. Using Layout and Design to Organize Your Content
        4. Using OneNote for Document Planning and Outlines
          1. Setting Up a OneNote Outline
          2. From OneNote Page to Word Document Without Hardly Typing
          3. When Should a Document Live in OneNote?
          4. Other Document Assists from OneNote
            1. Using the Screen Clipping Feature for Technical Documents
            2. Reviewing Documents Directly from Your Notes
    9. 3. Excel
      1. 13. Data-Based Documents: Formatting and Managing Worksheets
        1. Chapter Assumptions
        2. What’s New for Worksheets in Excel 2007
        3. When Your Document Lives in Excel
        4. Streamlining Worksheet Formatting
          1. Working with Themes in Excel
          2. Using Cell Styles
          3. Formatting Ranges as Tables
          4. Increasing Your Options with Conditional Formatting
            1. Managing the Rules in Your Workbook
          5. Managing Page Layout Effectively
            1. Headers and Footers
        5. Treat Your Workbooks Like the Documents They Are
      2. 14. Working with Data
        1. Chapter Assumptions
        2. What’s New for Number Crunching in Excel 2007
        3. Using Tables as a Data Tool
        4. Creating Formulas—Working with Functions
          1. If There’s Logic to It, Excel Functions Can Do It
          2. Nesting Formulas
          3. Defining Names and Using Structured References
            1. Creating and Using Defined Names
            2. Using Structured References to Table Content
          4. Managing Formulas
            1. Tracking Down Errors—Formula Auditing
            2. Avoiding Errors and Managing Data with Data Validation
        5. Simplifying Data Organization
        6. When You Need to Use External Data
      3. 15. Charts
        1. Chapter Assumptions
        2. What’s New for Charts in Excel 2007
        3. The New Essentials for Creating Charts
        4. Fighter-Pilot Cool Chart Formatting
          1. Using Chart Quick Styles
          2. Customizing Chart Elements
            1. Chart Text
            2. Axes
            3. Gridlines
            4. Chart and Axis Titles
          3. Combining Chart Types
          4. Using Secondary Axes
          5. Adding Drawing Objects to Charts
        5. Timesaving Techniques for Adding or Editing Chart Data
          1. Reorder Data Series and Set Data Display Options
        6. Creating Advanced Chart Types
          1. Bubble Charts
          2. Price/Volume Charts
        7. Creating Charts for Use in Other Programs
          1. Resizing Charts
          2. Getting Your Chart into Word
          3. Getting Your Chart into PowerPoint
      4. 16. Powerful Reporting, Easier Than You Think: A PivotTable Primer
        1. Why Use a PivotTable?
        2. Creating a PivotTable
          1. Setting Up Your Data
          2. Creating the Table
          3. Understanding PivotTable Field Areas
        3. Managing PivotTables
          1. Field Settings
            1. Using the Field Settings Dialog Boxes
            2. Create Calculated Fields
          2. Table Options
        4. Formatting PivotTables
        5. Using PivotCharts
          1. Creating and Using a PivotChart
          2. Managing the Connection Between PivotTable and PivotChart
        6. Quick Reference—Create and Format a PivotTable
      5. 17. The Excel–Visio Connection
        1. Visio Essentials—A Quick Reference Overview
          1. Creating a Diagram
          2. Working with Shapes
          3. Using Connectors
          4. Formatting Pages
        2. Creating a Visio Organization Chart from Worksheet Data
        3. Creating a PivotDiagram
          1. Generating a PivotDiagram
          2. Formatting and Managing a PivotDiagram
        4. Using Shape Data and Data Graphics
          1. Creating Shape Data
          2. Generating a Data Report
          3. Linking Data to Shapes
          4. Creating and Managing Data Graphics
        5. More Visio Data Connections
    10. 4. PowerPoint
      1. 18. Creating Professional Presentation Graphics
        1. Chapter Assumptions
        2. What’s New for Presentation Graphics in PowerPoint 2007?
        3. Determining the Best Diagram for Your Content
        4. Making Smart Choices with SmartArt
          1. Creating a SmartArt Diagram
          2. Selecting a Diagram Layout
          3. Understanding and Using SmartArt Styles and Formatting
          4. Editing SmartArt Diagram Content
        5. Using Drawing Tools to Their Fullest
          1. "Perfect" Is Easier than "Close Enough"
          2. Managing Shapes with the Selection And Visibility Pane
          3. Formatting Shapes Effectively
          4. Using the Size And Position Options
          5. Organize Content Precisely with the Arrange Tools
            1. Order and Group
            2. Align and Distribute
          6. Using Drawing Guides
        6. Editing Shapes
          1. Changing Shapes
          2. Edit Points to Create Virtually Anything
          3. WordArt as a Powerful Design Tool
          4. Ungrouping Clip Art to Create Custom Graphics
        7. Getting Your Graphic into Other Programs
      2. 19. Slides and Presentations
        1. Chapter Assumptions
        2. What’s New for Slide Presentations in PowerPoint 2007
        3. When Your Document Lives in PowerPoint
        4. Effective Document Setup
          1. Control the Layout—Don’t Let It Control You
          2. Page Setup Considerations
          3. Understanding Headers and Footers
        5. Working with Masters, Layouts, and Designs
          1. The New Master-Layout Relationship
          2. Managing Masters and Layouts
          3. Customizing Slide Masters
          4. Customizing and Creating Slide Layouts
          5. Creating Effective Slides and Layouts
        6. Managing Slides and Slide Elements
          1. A Note About Legacy Presentations
          2. Working with Charts
          3. Working with Text
            1. Font Formatting
            2. Paragraph Formatting
          4. PowerPoint Tables
          5. Working with Embedded Objects
          6. Managing Slides
          7. Reusing Slides
        7. The Themes—PowerPoint Connection
          1. Why Create Themes in PowerPoint?
          2. The Master—Theme Relationship
          3. Setting a Default Theme
        8. Putting on a Show—Slide Show Setup and Animation
          1. Slide Show Setup
          2. Animations and Transitions
          3. Using Animation Effectively
    11. 5. Templates, Automation, and Customization
      1. 20. The Many Faces of Microsoft Office Templates
        1. Chapter Assumptions
        2. What’s New for Templates in the 2007 Release
        3. What Type of Template Do You Need?
          1. Content Templates
          2. Design Templates
          3. Form Templates
          4. Feature-Specific Templates
            1. Document Building Blocks
            2. Quick Style Sets
            3. Excel Chart Templates
          5. Differentiating Between Automated Templates, Global Templates, and Add-Ins
          6. Understanding Template Locations
            1. User templates
            2. Built-in and master templates
        4. Considerations for Word Templates
        5. Considerations for Excel Templates
        6. Considerations for PowerPoint Templates
        7. Sharing Themes
        8. The Office 2007 Automation Story
      2. 21. VBA Primer
        1. When and Why to Use VBA
        2. Introduction to the VBA Language and Code Structure
          1. Recording Macros
          2. How to Read VBA Code
          3. Statements, Procedures, Modules, and Projects
        3. Understanding and Using the Visual Basic Editor
          1. The Code Window
          2. Project Explorer
          3. The Properties Window
          4. Setting Up Your Workspace
        4. Writing, Editing, and Sharing Simple Macros
          1. Creating Modules and Starting Procedures
          2. Objects, Properties, and Methods
          3. Object Models
          4. Using Auto Lists
          5. Variables
            1. Introducing Variable Data Types
            2. Declaring Variables
            3. Sharing Variables Throughout a Project
            4. Document Variables
            5. Object Model Member Arguments
          6. Constants
          7. Collection Objects
          8. Grouping Statements
          9. Loops
            1. For Each...Next and For...Next Loops
            2. Do Loops
          10. Conditional Structures
          11. Operators
          12. Message Boxes and Input Boxes
            1. Message Boxes
            2. Input Boxes
          13. Running One Macro from Another
          14. Setting Macros to Conditionally Stop Executing Commands
          15. Running Macros and Compiling Projects
            1. Running Macros
            2. Compiling Projects
          16. Understanding Errors
            1. Testing Your Macros and Debugging Errors
          17. Creating Error Handlers
            1. Trapping Individual Errors
          18. Getting Help
          19. Saving and Sharing Macros
            1. Sharing Projects
        5. Using VBA to Save Time on Document Production and Troubleshooting
          1. Using the Immediate Window
        6. Introduction to Using Events
        7. Creating UserForms (Dialog Boxes)
          1. Designing a UserForm
          2. Automating a UserForm
        8. Next Steps for Working with Automation in Microsoft Office
      3. 22. Office Open XML Essentials
        1. Chapter Assumptions
        2. XML Basics for Reading Your Documents
          1. Reading a Markup Language
          2. Understanding Key Terms
          3. XML Editing Options
        3. Getting to Know the Office Open XML Formats
          1. Breaking into Your Document
          2. The Office Open XML File Structure
          3. Taking a Closer Look at Key Document Parts
          4. Building a Basic Word Document from Scratch
            1. Create the Folder Structure
            2. Create the Main Document File
            3. Create the Content_Types File
            4. Create the .rels File
            5. Compile and Open Your New Document
            6. Add More Content Types, Document Parts, and Relationships
        4. Editing and Managing Documents Through XML
          1. Before You Begin Editing a Document Part
          2. Editing Text and Formatting
            1. Edit Text and Settings in document.xml
            2. Add Formatting to Text in document.xml
            3. Edit Custom Styles in styles.xml
          3. Editing Pictures
          4. Removing a Document Part
        5. Customizing the Ribbon
          1. The Basic Components of Ribbon Customization
          2. Adding a Ribbon Tab
          3. Add a Group to a Built-In Ribbon Tab
        6. Binding Data to Content Controls
          1. The Components of a Bound Content Control
          2. Binding a Control to Custom XML
            1. Create the Custom XML Files
            2. Binding Custom XML to Content Controls
        7. Next Steps for Working with the Office Open XML Formats
      4. 23. Using VBA and XML Together to Create Add-Ins
        1. Chapter Assumptions
        2. Adding Your Macros to the Ribbon
        3. Creating Simple Add-Ins for Word, Excel, or PowerPoint
          1. Do You Need an Add-In?
          2. Word: Global Templates
          3. Excel Add-Ins
          4. PowerPoint Add-Ins
        4. Using the Trust Center
        5. Understanding Digital Signatures
        6. Next Steps
    12. Index to Troubleshooting Topics
    13. About the Author
    14. Choose the Right Book for You
    15. Index
    16. SPECIAL OFFER: Upgrade this ebook with O’Reilly