xv Part I Getting Started Chapter 1 Installing Microsoft Office 2007.. 141 Part V Working with Word Chapter 13 Performing Common Tasks in Word.. 153 Chapter 14 Exploring Additional New F
Trang 2PC Magazine ®
Office 2007 Solutions
Trang 4PC Magazine ®
Office 2007 Solutions
Joli Ballew
S E Slack Jerri Ledford
Wiley Publishing, Inc.
Trang 5PC Magazine ® Office 2007 Solutions
Copyright © 2007 by Wiley Publishing, Inc , Indianapolis, Indiana
Published simultaneously in Canada
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Trang 6For my family and friends for their ongoing support and enthusiasm — Joli For Alia, because you brought magic into my life — Sally For Mom and Dad, because you said I could do anything — Jerri
Trang 8About the Authors
Joli Ballew is a technology trainer and writer in the Dallas area She holds several certifications including
MCSE, A+ and MCDST, and holds a B.A in mathematics In addition to writing, she teaches computerclasses at the local junior college, and works as a network administrator and Web designer for North
Texas Graphics Joli has almost 20 books available, including Degunking Windows (voted best computer book of the year by the Independent Publishers Book Awards in 2004), Degunking Your PC, Degunking
Your Mac, and Degunking Your Mac Tiger Edition (Paraglyph Press), Hardcore Windows XP (McGraw-Hill),
and Windows XP: Do Amazing Things (Microsoft Press) Joli also writes for Microsoft’s Windows XP Expert
Zone, is a Microsoft blogger, and has written a textbook for Microsoft’s MCDST certification In her freetime, Joli enjoys golfing, yard work, and teaching her cat, Nikko, new tricks
S E Slack is a writer and author with more than 16 years of experience in business writing She
specializes in technology, with an emphasis on degunking technology so the masses can both stand and use it Slack has written numerous articles for small- and medium-sized businesses,appearing internationally in business magazines and online business sites She has also been an exec-utive and business transformation communications consultant to IBM, Lenovo International, and
under-State Farm Insurance She is currently writing Do-It-Yourself Digital Home Office Projects Hill) and Breakthrough Microsoft Windows Vista: Your Jump-In Guide to Microsoft’s Newest Operating
(McGraw-System (Microsoft Press) She has also written four other books She has no free time; she has a
17-month-old daughter!
Jerri Ledford is a technology junkie who has always loved to share her passion for software and
gadgets with anyone who’ll listen In 15 years as a writer and technology trainer, Jerri has written
more than 800 business technology articles, and nine books, including The Gadget Geek’s Guide to
Your Sony PlayStation Portable (Course Technology), Google Analytics (Wiley), and Google Powered: Productivity with Online Tools (Wiley) Jerri also writes and teaches consumer technology courses for
online audiences When she’s not working, Jerri spends time in her garden, reading, and, of course,playing with her gadgets
Trang 11Contents at a Glance
Acknowledgments xxiii Introduction xv Part I Getting Started
Chapter 1 Installing Microsoft Office 2007 3 Chapter 2 Protecting Against Viruses and Other Threats 13 Chapter 3 Organizing Data Right from the Start 25 Part II Avoiding Disasters
Chapter 4 Backing Up Your Data 41 Chapter 5 Staying Up to Date 51 Chapter 6 Recovering from Problems 59 Part III Exploring the New Interface
Chapter 7 Personalizing the Interface 77 Chapter 8 Getting Familiar with the Ribbon 87 Chapter 9 Obtaining Immediate Results with Styles
and Galleries 101 Part IV Working Together
Chapter 10 Saving and Sharing Data 113 Chapter 11 Setting Up User Access 129 Chapter 12 Collaborating Options 141 Part V Working with Word
Chapter 13 Performing Common Tasks in Word 153 Chapter 14 Exploring Additional New Features in Word 177 Part VI Presenting with PowerPoint
Chapter 15 Performing Common Tasks in PowerPoint 191 Chapter 16 Exploring Additional New Features in
PowerPoint 211
Trang 12Part VII Managing Data with Excel
Chapter 17 Performing Common Tasks in Excel 219
Chapter 18 Exploring Additional New Features in Excel 245
Part VIII Keeping in Touch with Outlook Chapter 19 Performing Common Tasks in Outlook 259
Chapter 20 Exploring Additional New Features of Outlook 279
Part IX Managing Data with Access Chapter 21 Performing Common Tasks in Access 295
Chapter 22 Exploring Additional New Features in Access 327
Part X Publishing with Publisher Chapter 23 Performing Common Tasks in Publisher 343
Chapter 24 Exploring Additional New Features of Publisher 363
Part XI Doing Even More with Office Chapter 25 Web Design with Office 375
Chapter 26 Using Office 2007 with Vista 389
Chapter 27 Exploring Office Enterprise 401
Index 407
Trang 14Acknowledgments xxiii
Introduction xv
Part I Getting Started Chapter 1 Installing Microsoft Office 2007 3
Installing Microsoft Office 2007 3
Before Installation 4
Installation Step-by-Step 5
Understanding Product Keys, Activation, Registration, and Privacy 7
Activation and Product Keys 7
All About Registration 8
What Office 2007 Brings to the Table 9
New Interface 10
New Features 10
Summary 11
Chapter 2 Protecting Against Viruses and Other Threats 13
Viruses and Antivirus Programs 13
Virus Types 14
How a Virus Works 14
Custom-Configure Antivirus Programs 14
Understanding and Avoiding Office Viruses 17
Beware of Attachments 17
Avoid Macros 19
Patch Security Holes 19
Summary 24
Chapter 3 Organizing Data Right from the Start 25
Configuring Default Saving Options 25
Basic Default Options 25
Changing Where Files Are Stored by Default 27
Creating New Organizational Folders 31
Getting Organized 32
Creating Your New Folder Structure 33
Staying Organized over the Long Run 36
Summary 37
Trang 15xiv
Part II Avoiding Disasters
Chapter 4 Backing Up Your Data 41
Understanding Backup Media 41
CDs and DVDs 42
External Hard Drives 42
Flash Drives 43
Network Drives 43
Internet Options 43
Copying Files Manually 44
Drag Files to Any Drive 44
Burning CDs and DVDs 45
Backing Up E-mail 46
Back Up Outlook 2007 47
Restore Outlook 2007 48
Using Search Folders 49
Summary 50
Chapter 5 Staying Up to Date 51
Setting Up Automatic Updates 51
Getting Updates Manually 52
Understanding Update Types 56
Critical Updates 57
Security Updates 57
Service Packs 57
Software Updates 57
Upgrades 57
Feature Packs 57
Summary 58
Chapter 6 Recovering from Problems 59
Using System Restore 59
Enabling System Restore 61
Creating a Restore Point 62
Restoring to an Earlier Time 63
Locating Lost Files 65
Using the Office Interface 65
Using the Operating System’s Search Tool 66
Working with Recovered Files 71
Making Sure AutoRecover Is Turned On 72
Locating Recovered Files 72
Surfing the Web for Answers 73
Using the Microsoft Office Assistance Home Page 73
Accessing Newsgroups and Online Communities 74
Summary 74
Trang 16Part III Exploring the New Interface
Chapter 7 Personalizing the Interface 77
Personalizing Office with Your Language, Name, and Initials 77
Changing the Skin 78
To View or Not to View 80
Saving in Compatible Formats 81
Personalizing AutoCorrect 82
Using AutoCorrect to Save Key Strokes 82
Knowing What Symbols are Available 83
Using AutoCorrect to Add Mathematical Symbols 83
Customizing the Quick Access Toolbar 84
Summary 86
Chapter 8 Getting Familiar with the Ribbon 87
Introducing a Results-Oriented Interface 87
Exploring the Home Tab 89
Exploring the Other Tabs 89
Using the Command Tabs 90
Word: Changing Font Types, Font Size, and Styles 90
PowerPoint: Inserting Objects 92
Excel: Working With Formulas 94
Using Contextual Tabs 95
Introducing Contextual Tabs in PowerPoint 95
Introducing Contextual Tabs in Word 97
Introducing Contextual Tabs in Excel 98
Summary 99
Chapter 9 Obtaining Immediate Results with Styles and Galleries 101
Galleries and Quick Styles Explained 101
Exploring Basic Features 103
Using Quick Styles and Galleries 104
Creating and Saving Your Own Quick Style 106
Working with Shapes, Tables, and Charts 107
Working with PowerPoint Shapes 107
Working with Excel Charts 107
Working with Publisher Data 108
Summary 109
Part IV Working Together Chapter 10 Saving and Sharing Data 113
Applying Proper File-Saving Techniques 113
Organizing Your Files 114
Using Office 2007 Save As Default 116
Applying File Protection 116
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Using a Workgroup Share 118
Creating a Workgroup 119
Sharing Folders 119
Working with Permissions 121
Caching 122
Testing Access for Your Workgroup 124
Saving in XML File Formats 124
XML Defined 125
How XML Affects You 125
XML Default Document Extensions 125
Summary 128
Chapter 11 Setting Up User Access 129
Users and Groups Overview 129
Assigning Owners 129
Determining Folder Permissions 130
Granting Permissions 131
Understanding Inheritance of Permissions 132
Object Auditing 132
Controlling User Access by Configuring Permissions 133
File and Folder Permissions at a Glance 134
Setting, Viewing, Changing, or Removing File and Folder Permissions 136
Managing Project Data 138
Understanding Information Rights Management 139
SharePoint Server 2007 139
Summary 140
Chapter 12 Collaborating Options 141
Understanding Integrated Communication 141
Knowing Who Is Online 142
Taking Advantage of Unified Messaging 143
Web Conferencing 143
Using Instant Messaging 143
Exploring the Extended Collaborative Workspaces 145
Using SharePoint Services Technology and SharePoint Server 2007 145 Using Office Groove 2007 146
Understanding Shared Note-Taking 148
Configurable Workflows 150
Summary 150
Part V Working with Word Chapter 13 Performing Common Tasks in Word 153
Exploring the Interface 153
Word’s New Look 153
Exploring New Tools and Features 155
Customizing the Interface 156
Trang 18Adding Flair to Your Documents 159
Enhancing Documents with Fonts and Headings 159
Linking to Live Data from Charts, Diagrams, and Tables 161
Inserting Pictures and Drawings 163
Embellishing Your Documents with Easy Effects 164
Inserting Special Characters 165
Getting Things Organized 166
Using Bullets, Numbers, and References 166
Setting Tabs 167
Using Grammar and Spell Check 169
Working with Data 169
Summarizing Documents 169
Creating Outlines 170
Obtaining Research 171
Working Collaboratively 171
Tracking Changes 172
Comparing and Combining Document Files 172
Mailings 173
Creating Mailings 173
Starting Mail Merge 173
Write and Insert Fields 174
Previewing Results 176
Finishing Documents 176
Summary 176
Chapter 14 Exploring Additional New Features in Word 177
Using the Floaty 177
Accessing the Mini Toolbar 177
Applying Formatting from the Mini Toolbar 179
Getting Information from Super ToolTips 180
Using the Document Inspector 181
What You Can Find 182
What You Can Get Rid Of 182
Using Quick Parts 184
Managing Documents with the Document Information Panel 186
Summary 188
Part VI Presenting with PowerPoint 189 Chapter 15 Performing Common Tasks in PowerPoint 191
Exploring the Interface 191
Understanding PowerPoint’s New Look 191
New Tools and Features 192
Customizing the Interface 194
Creating Presentations 197
Choosing a Presentation Template 197
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Using Slide Libraries 198
Formatting Text 199
Working with Objects 202
Working with Diagrams and Charts 206
Creating Diagrams 207
Creating Charts 207
Collaborating and Sharing 208
Tracking Changes 209
Merging Presentations 209
Summary 209
Chapter 16 Exploring Additional New Features in PowerPoint 211
Converting Lists to Diagrams in Two Clicks 211
Creating and Saving Custom Layouts 213
Creating and Saving New Text Effects 215
Packaging for CD 215
Summary 216
Part VII Managing Data with Excel Chapter 17 Performing Common Tasks in Excel 219
Exploring the Interface 219
Exploring the Excel 2007 Ribbon 221
Customizing the Interface 223
Using New Tools and Features 224
Formatting Worksheets 224
Inserting, Deleting, or Formatting a New Column or Row 225
Creating a Table 225
Inserting and Formatting a Worksheet 228
Using Key Tips 228
Exploring Page Layout View 229
Working with Functions 232
Creating Equations 232
Using Formula AutoComplete 233
Working with Function Arguments 234
Managing Data 235
Database Basics 235
Importing and Exporting Data 236
Sorting and Filtering Data 237
Creating Criteria 239
Charting Data 240
Charting Basics 241
Creating PivotCharts 241
Formatting Chart Elements 242
Summary 243
Trang 20Chapter 18 Exploring Additional New Features in Excel 245
Creating Formulas with Ease 245
Exploring New Charting Options 249
Getting Better Printouts 251
Working with Larger Workbooks 252
Getting and Using Free Templates from the Web 254
Summary 256
Part VIII Keeping in Touch with Outlook Chapter 19 Performing Common Tasks in Outlook 259
Exploring the Interface 259
New Look 259
New Features and Tools 260
Customizing the Interface 260
Working with E-mail 262
Creating a Profile 262
Editing and Deleting Profiles 264
Sending E-mail 265
Working with Attachments 265
Creating E-mail Signatures 267
Using Stationery and Templates 268
Creating an Out-of-Office Reply 269
Managing E-mail 270
Sorting Options 270
Search Folders 271
Dealing with Spam 272
Creating Rules 273
Using the Calendar 274
Customizing Your Calendar 275
Adding Calendar Items 275
Exploring Scheduling Options 275
Sharing Your Calendar 276
Printing Your Calendar 277
Managing Contacts 277
Summary 277
Chapter 20 Exploring Additional New Features of Outlook 279
New Search Features 279
Using Integrated Search Features 279
Using Instant Search 280
Previewing Attachments with a Single Click 281
Using the To-Do Bar 282
Accessing Flagged Messages, Outlook Tasks, and Meetings 282
Configuring Automatic Reminders for Procrastinators 282