Professional Documents
Culture Documents
Microsoft Word is a word processing software package. You can use it to type letters, reports, and other documents.
This tutorial teaches Microsoft Word 2007 basics. Although this tutorial was created for the computer novice, because
Microsoft Word 2007 is so different from previous versions of Microsoft Word, even experienced users may find it
useful.
This lesson will introduce you to the Word window. You use this window to interact with Word. To begin this lesson,
open Microsoft Word 2007. The Microsoft Word window appears and your screen looks similar to the one shown
here.
Note: Your screen will probably not look exactly like the screen shown. In Word 2007, how a window displays
depends on the size of your window, the size of your monitor, and the resolution to which your monitor is set.
Resolution determines how much information your computer monitor can display. If you use a low resolution, less
information fits on your screen, but the size of your text and images are larger. If you use a high resolution, more
information fits on your screen, but the size of the text and images are smaller. Also, Word 2007, Windows Vista, and
Windows XP have settings that allow you to change the color and style of your windows.
The Ribbon
You use commands to tell Microsoft Word what to do. In Microsoft Word 2007, you use the Ribbon to issue
commands. The Ribbon is located near the top of the screen, below the Quick Access toolbar. At the top of the
Ribbon are several tabs; clicking a tab displays several related command groups. Within each group are related
command buttons. You click buttons to issue commands or to access menus and dialog boxes. You may also find a
dialog box launcher in the bottom-right corner of a group. Clicking the dialog box launcher gives you access to
additional commands via a dialog box.
The Ruler
The ruler is found below the Ribbon.
You can use the ruler to change the format of your document quickly. If your ruler is not visible, follow the steps listed
here:
1. Click the View tab to choose it.
2. Click the check box next to Ruler in the Show/Hide group. The ruler appears below the Ribbon.
Draft View
Draft view is the most frequently used view. You use Draft view to quickly edit your document.
Web Layout
Web Layout view enables you to see your document as it would appear in a browser such as Internet
Explorer.
Print Layout
The Print Layout view shows the document as it will look when it is printed.
Reading Layout
Reading Layout view formats your screen to make reading your document more comfortable.
Outline View
Outline view displays the document in outline form. You can display headings without the text. If you move a
heading, the accompanying text moves with it.
You should use Draft view for these lessons. Before moving ahead, make sure you are in Draft view:
1. Click the View tab.
2. Click Draft in the Document Views group. When the Draft option is selected it appears in a contrasting color.
Click
During the lessons that follow, you will be asked to "click" items and to choose tabs. When asked to click:
Character Denotes
A tab
. A space
¶ The end of a paragraph
Hidden text
EXERCISE 1
1. Type =rand().
2. Press Enter. Three paragraphs appear in your document.
1. Place your cursor before the word "On" in the first paragraph.
2. Press and hold down the Shift key, which serves as an "anchor" showing where text you wish to select
begins or ends.
3. Press the right arrow key until the first line of text is highlighted.
4. Press the down arrow key until the first paragraph is highlighted.
5. Click anywhere outside the highlighted area to remove the highlighting.
1. Place your cursor before the word "You" in the second paragraph.
2. Press and hold down the left mouse button.
3. Drag the mouse until you have highlighted the second paragraph.
4. Click anywhere outside the highlighted area to remove the highlighting.
Cursor
1. Move around you document by using you mouse and clicking in a variety of location.
2. Click in a location and type. Note what happens.
Press Ctrl+b
Typists who are slowed down by using a mouse usually prefer using keys.
Exit Word
You have completed Lesson One. Typically, you save your work before exiting.
EXERCISE 3
3. You are prompted: "Do you want to save changes to Document1?" To save your changes, click Yes.
Otherwise, click No. If you click Yes, the Save As dialog box appears.
Lesson 1 familiarized you with the the Microsoft Word window. You are now ready to learn how to create a Word
document. This lesson covers typing, using the Backspace key, using the Delete key, inserting text, bolding,
underlining, and italicizing. To begin, open Microsoft Word.
In Microsoft Word, you create documents by typing them. For example, if you want to create a report, you open
Microsoft Word and then begin typing. You do not have to do anything when your text reaches the end of a line and
you want to move to a new line—Microsoft Word automatically moves your text to a new line. If you want to start a
new paragraph, press Enter. Microsoft word creates a blank line to indicate the start of a new paragraph. To
capitalize, hold down the Shift key while typing the letter you want to capitalize. If you make a mistake, you can
delete what you typed and then type your correction.
You can use the Backspace key to delete. Each time you press the Backspace key, Microsoft Word deletes the
character that precedes the insertion point. The insertion point is the point at which your mouse pointer is located.
You can also delete text by using the Delete key. First, you select the text you want to delete; then you press the
Delete key.
EXERCISE 1
Delete
Delete the word "very" from the sentence you just typed.
1. Select the word "very." You can place the cursor before the "v" in the word "very," press and hold down the
Shift key, and then press the right arrow key until the word "very" is highlighted.
2. Press the Delete key. The sentence should now read:
"Joe has a large boat."
Insert and Overtype
While creating your document, you may find you need to insert text—place new text between existing text. Suppose,
you type the sentence, "Joe has a large boat." After typing it, you decide you want to change the sentence to "Joe
has a large blue boat." With Microsoft Word, inserting a word, phrase, or even several paragraphs is easy.
Alternatively, you may want to overtype text—replace old text with new text. For example, suppose you type the
sentence, "Joe has a large blue boat." After typing it, you decide you want to change the sentence to "Joe has a
large gray boat." With Microsoft Word, overtyping the word blue with the word gray is also easy. Before you attempt
to insert or overtype, you should check the mode you are in—Insert or Overtype. You right-click the Status bar and
then use the Customize Status Bar menu to place the Insert/Overtype button on the Status bar. You can then use the
Insert/Overtype button to switch between Insert and Overtype mode. When you are in Insert mode, you can insert
text. When you are in Overtype mode, you can overtype text. By default, Microsoft Word is in the Insert mode.
EXERCISE 2
1. Right-click the Status bar. The Customize Status Bar menu appears.
2. Click Overtype. The Insert/Overtype button appears on the Status bar.
3. If the word Insert appears on the Status bar, you are in Insert mode.
4. If the word Overtype appears on the Status bar, click the word Overtype and it will change to Insert, thereby
changing Word to Insert mode.
Insert
Make sure you are in Insert mode before proceeding. You are going to insert the word "blue" between the words
"large" and "boat."
1. Place the cursor after the space between the words "large" and "boat."
2. Type the word blue.
3. Press the spacebar to add a space.
4. The sentence should now read:
"Joe has a large blue boat."
Overtype
You can type over the current text (replace the current text with new text) in the Overtype mode. Do the following to
change to the Overtype mode.
Click "Insert" on the Status bar. The word Insert changes to Overtype.
Note: You can overtype text without changing to Overtype mode by selecting the text you want to overtype and then
typing.
When you need to perform a task in Microsoft Word, you can usually choose from several methods. The exercises
that follow show you how to bold, underline, or italicize using four different methods: using the launcher, the Ribbon,
the Mini-toolbar/context menu, and the keyboard.
EXERCISE 3
Type the following exactly as shown. Remember, pressing the Enter key starts a new paragraph. Press the Enter key
at the end of each of the following lines to start a new paragraph.
1. On the line that begins with "Ribbon," select the word "Bold." You can place the cursor before the letter "B"
in "Bold." Press the Shift key; then press the right arrow key until the entire word is highlighted.
2. Choose the Home tab.
3. Click the Bold button in the Font group. You have bolded the word bold.
Note: To remove the bold, you can select the text and then click the Bold button again.
4. Click anywhere in the text area to remove the highlighting.
1. On the line that begins with "Mini Toolbar," select the word "Bold." You can place the cursor before the
letter "B" in "Bold."Press the Shift key; then press the right arrow key until the entire word is highlighted.
2. Right-click. The Mini toolbar appears.
3. Click the Bold button . You have bolded the word bold.
Alternate Method—Bold with Keys
1. On the line that begins with "Keys," select the word "Bold." You can place the cursor before the letter "B" in
"Bold." Press the Shift key; then press the right arrow key until the entire word is highlighted.
2. Press Ctrl+b (hold down the Ctrl key while pressing b).
Note: To remove the Bold, press Ctrl+b again. You can also remove formatting by pressing Ctrl+spacebar.
3. Click anywhere in the text area to remove the highlighting.
1. On the line that begins with Launcher, select the word "Italicize." You can place the cursor before the letter
"I" in "Italicize." Press the Shift key; then press the right arrow key until the entire word is highlighted.
2. Choose the Home tab.
3. Click the dialog box launcher in the Font group. The Font dialog box appears.
4. Click Italic in the Font Style box.
Note: You can see the effect of your selection in the Preview window. To remove the italics, click Regular in
the Font Style box.
5. Click OK to close the Font dialog box.
6. Click anywhere in the text area to remove the highlighting. You have italicized the word Italicize.
1. On the line that begins with "Ribbon," select the word "Italicize." You can place the cursor before the letter
"I" in "Italicize." Press the Shift key; then press the right arrow key until the entire word is highlighted.
2. Choose the Home tab.
3. Click the Italic button on the Ribbon. You have italicized the word Italicize.
Note: To remove the italics, select the text and click the Italicize button again.
4. Click anywhere in the text area to remove the highlighting.
1. On the line that begins with "Mini Toolbar," select the word "Italicize." You can place the cursor before the
letter "I" in "Italicize." Press the Shift key; then press the right arrow key until the entire word is highlighted.
2. Right-click. The Mini toolbar appears.
3. Click the Italic button . You have italicized the word Italicize.
1. On the line that begins with "Keys," select the word "Italicize." You can place the cursor before the letter "I"
in "Italicize." Press the Shift key; then press the right arrow key until the entire word is highlighted.
2. Press Ctrl+i (hold down the Ctrl key while pressing i).
Note: To remove italics, press Ctrl+i again. You can also remove formatting by pressing Ctrl+spacebar.
3. Click anywhere in the text area to remove the highlighting.You have italicized the word Italicize.
You can underline when using Word. Word provides you with many types of underlines from which to choose.The
following are some of the underlines that are available if you use the dialog box launcher:
The following illustrates underlining with the dialog box launcher:
1. On the line that begins with "Launcher," select the words "Underline these words."
2. Choose the Home tab.
3. Click the dialog box launcher in the Font group. The Font dialog box appears.
4. In the Underline Style box, click the down arrow to open the pull-down menu.
5. Click the type of underline you wish to use.
Note: To remove an underline, you select None from the pull-down menu.
6. Click OK to close the dialog box. The underline you selected appears under the words.
7. Click anywhere in the text area to remove the highlighting.
1. On the line that begins with "Ribbon," select the words "Underline these words."
2. Choose the Home tab.
3. Click the Underline button in the Font group . Alternatively, you can press the down arrow next to the
underline button and click to choose the type of underline you want.
Note: To remove the underlining, click the Underline button again.
4. Click anywhere in the text area to remove the highlighting.
1. On the line that begins with "Keys," select the words "Underline these words."
2. Press Ctrl+u (hold down the Ctrl key while pressing u).
Note: To remove the underlining, press Ctrl+u again.
3. Click anywhere in the text area to remove the highlighting.
1. On the line that begins with "Launcher," select the words "All three."
2. Choose the Home tab.
3. Click the dialog box launcher in the Font group. The Font dialog box appears.
4. In the Font Style box, click Bold Italic.
Note: You can see the effect of your selection in the preview window. To turn off the Bold Italic, click
Regular.
5. In the Underline box, click to open the pull-down menu. Click the type of underline you want to use.
Note: To remove an underline, select None from the pull-down menu.
6. Click OK to close the dialog box.
7. Click anywhere in the text area to remove the highlighting.
1. On the line that begins with "Ribbon," select the words "All three."
2. Choose the Home tab.
3. Click the Bold button in the Font group.
4. Click the Italic button in the Font group.
5. Click the Underline button in the Font group.
6. Click anywhere in the text area to remove the highlighting.
1. On the line that begins with "Keys," select the words "All three."
2. Press Ctrl+b (bold).
3. Press Ctrl+i (italicize).
4. Press Ctrl+u (underline).
Note: You can remove formatting by highlighting the text and pressing Ctrl+spacebar.
5. Click anywhere in the text area to remove the highlighting.
EXERCISE 4
3. Use the Address bar to locate the folder in which you want to save your file.
4. Name your file by typing Lesson Two.docx in the File Name box.
5. Click Save.
6. Click the Microsoft Office button. A menu appears.
7. Click Exit Word, which is located in the bottom-right corner of the window. Word closes.
Save a File—Windows XP
Every time you save your document, you overwrite the previous version of your document. For example, you create a
document and save it. Later you delete several passages from the document and then save your changes. The
passages from the first draft of the document no longer exist. If you want to save both the original draft of your
document and the revised document, you must save the second draft of the document using a different name. To
save the document using a different name, click the Microsoft Office button. A menu appears. Click Save As. The
Save As dialog box appears. Use the File Name box to give your document a new name.
The features in Word 2007 can make your work easier, make your documents more attractive, and/or enable you to
work more efficiently. This Microsoft Word lesson teaches you how to open a file, cut, copy, paste, use AutoText, use
spell check, use Find and Replace, and change fonts. All of these features either make your work easier or make
your document more attractive.
Open a File
When you do not have time to complete your work or when you finish your work, you can save and close your file.
After saving a file, you can later open it to revise or finish it. You learned how to save a file in Lesson 2. In the
exercise that follows, you learn how to open the file you saved.
EXERCISE 1
EXERCISE 2
1. Place the cursor after the period in the sentence "I am content where I am."
2. Press the spacebar to leave a space.
3. Choose the Home tab.
4. Click the Paste button in the Clipboard group. Word pastes the text on the Clipboard. Your text should
now read:
"I am content where I am. I want to move."
1. Place the cursor after the period in the sentence: "I am content where I am."
2. Press the spacebar to leave a space.
3. Press Ctrl+v.
4. Your text should now read:
"I am content where I am. I want to move."
EXERCISE 3
1. Place the cursor after the period in the sentence: "One of me is all you need."
2. Press the spacebar to leave a space.
3. Choose the Home tab.
4. Click the Paste button in the Clipboard group. Word places the data you copied at the insertion point.
Your text should now read: "You will want to copy me. One of me is all you need. You will want to copy me."
1. Place the cursor after the period in the sentence "One of me is all you need."
2. Press the spacebar to leave a space.
3. Press Ctrl+v.
4. Your text should now read:
"You will want to copy me. One of me is all you need. You will want to copy me."
The Clipboard pane includes an Options button. You can click the Options button to set the Clipboard options
described in the following table.
Option Description
Show Office Clipboard Automatically Shows the Clipboard automatically when you
copy items.
Show Office Clipboard When Ctrl+c Shows the Clipboard when you press Ctrl+c
Pressed Twice twice.
Collect Without Showing Office Copies to the Clipboard without displaying the
Clipboard Clipboard pane.
Show Office Clipboard Icon on Displays the Clipboard icon on your system
Taskbar taskbar.
Show Status Near Taskbar When Displays the number of items copied on the
Copying taskbar when copying.
EXERCISE 4
1. Place the cursor at the point at which you want to insert your text.
2. Choose the Home tab.
3. Click the Clipboard dialog box launcher to open the Clipboard.
4. Click the item on the clipboard you want to insert into your document. Word pastes the Clipboard item into
your document at the insertion point.
Create AutoText
Cut and Copy both store information on the Clipboard. Information you store on the Clipboard is eventually lost. If you
want to store information permanently for reuse, use AutoText. AutoText permanently stores information for future
use.
EXERCISE 5
Create AutoText
6. Microsoft Word suggests a name. Change the name by typing AT in the Name field.
7. Click OK. The dialog box closes.
8. Click anywhere in the text area to remove the highlighting.
9. Place the cursor between the period in the sentence you just typed and the paragraph marker (¶).
10. Press the spacebar to leave a blank space.
11. Type AT.
12. Press F3. Your text should now read:
"AutoText information is stored permanently. AutoText information is stored permanently."
Note: Whenever you need the text, simply type the name (AT) and then press F3.
Use Spell Check
Word checks your spelling and grammar as you type. Spelling errors display with a red wavy line under the word.
Grammar errors display with a green wavy line under the error. In Word 2007, you can use the Review tab's Spelling
& Grammar button to initiate a spell and grammar check of your document.
EXERCISE 6
6. "The" is misspelled, so it is highlighted on the screen and noted in the Not in Dictionary box. Word suggests
correct spellings. These suggestions are found in the Suggestions box.
7. Click "the" in the Suggestions box.
8. Click Change.
Note: If the word is misspelled in several places, click Change All to correct all misspellings.
9. The name "Mayrala" is not in the dictionary, but it is correct. Click Ignore Once to leave "Mayrala" in the
document with its current spelling.
Note: If a word appears in several places in the document, click Ignore All so you are not prompted to
correct the spelling for each occurrence.
10. "Ridgemont" is not found in the dictionary. If you frequently use a word not found in the dictionary, you might
want to add that word to the dictionary by clicking the Add to Dictionary button. Word will then recognize the
word the next time it appears. Click Add to Dictionary.
11. The following should appear on your screen: "Word finished checking the selection. Do you want to continue
checking the remainder of the document?"
12. Click No. If you wanted Word to spell-check the entire document, you would have clicked Yes.
Note: You can also press F7 to initiate a spelling and grammar check. If you don't have anything selected, Word
checks the entire document.
After you find the word or phrase you are searching for, you can replace it with new text by executing the Replace
command.
EXERCISE 7
5. Click the Find option on the menu. The Find and Replace dialog box appears.
6. Type east in the Find What field.
7. Click Find Next.
Note that the "East" in Easton is highlighted.
8. Click Find Next again.
Note that "east" is highlighted.
9. Click Find Next again.
Note that the "East" in Eastern is highlighted.
10. Click Find Next. The following message should appear: "Word has finished searching the selection. Do you
want to search the remainder of the document?"
11. Click No.
12. Click Cancel.
1. Select: "Monica is from Easton. She lives on the east side of town. Her daughter attends Eastern High
School."
2. Press Ctrl+f.
3. Follow steps 6 through 12 in the preceding section.
1. Select "Monica is from Easton. She lives on the east side of town. Her daughter attends Eastern High
School."
2. Choose the Home tab.
3. Click Replace in the Editing group. The Find and Replace dialog box appears.
1. Select "Monica is from Easton. She lives on the west side of town. Her daughter attends Western High
School."
2. Press Ctrl+h.
3. Follow steps 4 through 11 in the preceding section.
EXERCISE 8
Note: If you know the font size you want, you can type it in the Font Size field.
Alternate Method—Change the Font Size with Grow Font and Shrink Font
You can also change the size of your font by clicking the Grow Font and Shrink Font buttons. Selecting text and then
clicking the Grow Font button makes your font larger. Selecting text and then clicking the Shrink Font button makes
your font smaller.
1. Type the following:
Grow Shrink
2. Select "Grow"
3. Choose the Home tab.
4. Click the Grow Font button several times. You font becomes larger.
5. Select Shrink.
6. Click the Shrink Font button several times. Your font becomes smaller.
EXERCISE 9
When you type information into Microsoft Word, each time you press the Enter key Word creates a new paragraph.
You can format paragraphs. For example, you can indent the first line of a paragraph, you can set the amount of
space that separates paragraphs, and you can align a paragraph left, right, center, or flush with both margins. Styles
are a set of formats you can quickly apply to a paragraph. For example, by applying a style, you can set the font, set
the font size, and align a paragraph all at once. In this lesson, you will learn about the various formats you can apply
to a paragraph and about styles.
When you are formatting a paragraph, you do not need to select the entire paragraph. Placing the cursor anywhere in
the paragraph enables you to format it. After you format a paragraph, pressing the Enter key creates a new
paragraph in the same format.
EXERCISE 1
Functions are used to obtain information. You tell the function what you want and the function returns that information
to you. By default, in Word, when you type the rand function, Word returns three paragraphs. When working with
functions, you use arguments to be specific about what you want the function to return. There are two arguments you
can use with the rand function. The first one tells Word how many paragraphs you want, and the second one tells
Word how many sentences you want in a paragraph. You place arguments between the parentheses and you
separate them with a comma. For example, if you type =rand() and then press Enter, word returns three paragraphs.
To tell Word you want two paragraphs with three sentences in each paragraph, you type =rand(2,3).
EXERCISE 2
1. Type =rand().
2. Press the Enter key. The following text appears:
On the Insert tab, the galleries include items that are designed to
coordinate with the overall look of your document. You can use these
galleries to insert tables, headers, footers, lists, cover pages, and other
document building blocks. When you create pictures, charts, or
diagrams, they also coordinate with your current document look. ¶
You can easily change the formatting of selected text in the document
text by choosing a look for the selected text from the Quick Styles
gallery on the Home tab. You can also format text directly by using the
other controls on the Home tab. Most controls offer a choice of using
the look from the current theme or using a format that you specify
directly. ¶
EXERCISE 3
Note: You can click the down arrows next to the Spacing Before and the Spacing After fields to decrease the amount
of space before or after a paragraph. You can also type the amount of space you want to use directly into the fields.
Space is measured in points. There are 72 points to an inch.
EXERCISE 4
On the Insert tab, the galleries include items that are designed to
coordinate with the overall look of your document. You can use these
galleries to insert tables, headers, footers, lists, cover pages, and other
document building blocks. When you create pictures, charts, or diagrams,
they also coordinate with your current document look.
EXERCISE 5
Indent Paragraphs
Indentation allows you to indent your paragraph from the left and/or right margin. You may find this necessary when
you are quoting a large block of text. The following exercise shows you how to indent a paragraph 1 inch from each
side.
EXAMPLE: Indentation
On the Insert tab, the galleries include items that are designed to coordinate
with the overall look of your document. You can use these galleries to insert
tables, headers, footers, lists, cover pages, and other document building
blocks. When you create pictures, charts, or diagrams, they also coordinate
with your current document look.
EXERCISE 6
Indent Paragraphs
1. Place your cursor anywhere in the second paragraph of the sample text you created in Exercise 2.
2. Choose the Page Layout tab.
3. Type 1" in the Indent Left field or use the up or down arrows to set the field value to 1".
4. Type 1" in the Indent Right field or use the up or down arrows to set the field value to 1". Your paragraph is
now indented one inch from both the left and right margins, as in the example.
Align Paragraphs
Microsoft Word gives you a choice of several types of alignments. Left-aligned text is flush with the left margin of your
document and is the default setting. Right-aligned text is flush with the right margin of your document, centered text is
centered between the left and right margins, and Justified text is flush with both the left and right margins.
EXAMPLE: Left-Aligned
Sample Paragraph
On the Insert tab, the galleries include items that are designed to
coordinate with the overall look of your document. You can use these
galleries to insert tables, headers, footers, lists, cover pages, and other
document building blocks. When you create pictures, charts, or
diagrams, they also coordinate with your current document look.
EXAMPLE: Right-aligned
Sample Paragraph
On the Insert tab, the galleries include items that are designed to
coordinate with the overall look of your document. You can use these
galleries to insert tables, headers, footers, lists, cover pages, and other
document building blocks. When you create pictures, charts, or
diagrams, they also coordinate with your current document look.
EXAMPLE: Centered
Sample Paragraph
On the Insert tab, the galleries include items that are designed to
coordinate with the overall look of your document. You can use these
galleries to insert tables, headers, footers, lists, cover pages, and other
document building blocks. When you create pictures, charts, or
diagrams, they also coordinate with your current document look.
EXAMPLE: Justified
Sample Paragraph
On the Insert tab, the galleries include items that are designed to
coordinate with the overall look of your document. You can use these
galleries to insert tables, headers, footers, lists, cover pages, and other
document building blocks. When you create pictures, charts, or
diagrams, they also coordinate with your current document look.
EXERCISE 7
Right-align
1. Select the paragraphs you created.
2. Choose the Home tab.
3. Click the Align-right button in the Paragraph group. Word right-aligns your paragraphs.
Left-align
Center
Justify
EXAMPLE:Hanging Indent
EXERCISE 8
The file will download as a zip file. A zip file is a file that is compressed. Compressed files are smaller and easier to
download. To open the file:
EXERCISE 9
Apply a Style
You can see of all the styles available to you in the style set by clicking the launcher in the Styles group and opening
the Styles pane. You can leave the Styles pane open and available for use by docking it. To dock the Styles pane,
click the top of the pane and drag it to the left or right edge of the Word window.
You do not need to select an entire paragraph to apply a style. If the cursor is anywhere in the paragraph, when you
click on the style, Word formats the entire paragraph.
EXERCISE 10
Headings and subheadings mark major topics within your document. With Word 2007, you can easily format the
headings and subheadings in your document.
Apply Headings
Apply Subheadings
Displaced Homemakers
Adolescent Mothers
Single Fathers
High School Dropout Prevention
Established Education Sites
You can also choose styles by selecting the option you want from the Styles group on the Ribbon. First you must
place your cursor in the paragraph to which you want to apply the style. Then you click the More button in the Styles
group to see all of the styles in the currently selected set. As you roll your cursor over each of the styles listed, Word
2007 provides you with a live preview of how the style will appear when applied.
1. Select the paragraphs "Emotional Support" through "Parenthood Education" (they are probably on page
two).
2. Click the More button in the Styles group.
3. Locate and click the List Paragraph style. Word applies the List Paragraph style to the paragraphs you
selected.
EXERCISE 11
This is the end of Lesson 3. You can save you file and close Word. See Lesson 2 to learn how to save and close.
If you have lists of data, you may want to bullet or number them. When using Microsoft Word, bulleting and
numbering are easy. The first part of this lesson teaches you to bullet and number.
After you have completed your document, you may want to share it with others. One way to share your document is
to print and distribute it. However, before you print you may want to add page numbers and tell Word such things as
the page orientation, the paper size, and the margin setting you want to use. In this lesson you will learn how to
layout and how to print your documents.
EXAMPLES: Numbering
EXAMPLES: Bulleting
EXERCISE 1
Bullets
1. Type the following list as shown:
Apple
Orange
Grape
Mango
Cherry
2. Select the words you just typed.
3. Choose the Home tab.
4. In the Paragraph group, click the down arrow next to the Bullets button . The Bullet Library appears.
5. Click to select the type of bullet you want to use. Word adds bullets to your list.
Note: As you move your cursor over the various bullet styles, Word displays the bullet style onscreen.
Numbers
1. Type the following list as shown:
Apple
Orange
Grape
Mango
Cherry
2. Select the words you just typed.
3. Choose the Home tab.
4. In the Paragraph group, click the down arrow next to the Numbering button . The Numbering Library
appears.
5. Click to select the type of numbering you want to use. Word numbers your list.
Note: As you move your cursor over the various number styles, Word displays the number style onscreen.
EXERCISE 2
Undo and Redo
Landscape
The exercises that follow use a file named SamplePrint.docx. Right click here to download the file. Click Save Target
As from the menu that appears, and save the linked file to a directory on your computer. The file will download as a
zip file. A zip file is a file that is compressed. Compressed files are smaller and easier to download. To open the file:
EXERCISE 3
EXERCISE 4
EXERCISE 5
EXERCISE 6
As you review your document, you may find that you want to change the point at which a new page begins. You do
this by inserting a page break. For example, if a page heading appears on one page and the first paragraph under
the heading appears on the next page, you may want to inser a page break before the heading to keep the heading
and the first paragraph together.
EXERCISE 7
To delete a page break, you select the page break and then press the Delete key.
If you press the Zoom button while you are in Preview mode, the Zoom dialog box appears. In the Zoom dialog box
you can set the sizes of the pages that display as well as the number of pages that display.
When you are ready to print, you use the Print dialog box. In the Print Range area, choose All to print every page of
your document, choose Current Page to print the page you are currently on, or choose Pages to enter the specific
pages you want to print. Type the pages you want to print in the Pages field. Separate individual pages with commas
(1,3, 13); specify a range by using a dash (4-9).
EXERCISE 8
Print Preview
1. Click the Microsoft Office button. A menu appears.
2. Highlight the Print option. The Preview and Print the Document menu appears.
3. Click Print Preview. The Preview window appears, with your document in the window.
4. Click One Page to view one page at a time. Click Two Pages to view two pages at a time.
5. To view your document in normal size, click 100%.
6. Click the Zoom Button. The Zoom dialog box appears.
7. Select an option and then click OK. Perform this task for each option and note the results.
Note: As you review your document, if you see changes you would like to make to the layout, use the Margin,
Orientation, or Page Size options to make the changes. If you want to make other types of changes to your
document, click the Close Print Preview button, to return to your document. Once you are satisfied with your
document, you are ready to print.
You have completed Lesson 5. You can save your document and close Word.
This lesson will introduce you to the Excel window. You use the window to interact with Excel. To begin this lesson,
start Microsoft Excel 2007. The Microsoft Excel window appears and your screen looks similar to the one shown
here.
Note: Your screen will probably not look exactly like the screen shown. In Excel 2007, how a window displays
depends on the size of your window, the size of your monitor, and the resolution to which your monitor is set.
Resolution determines how much information your computer monitor can display. If you use a low resolution, less
information fits on your screen, but the size of your text and images are larger. If you use a high resolution, more
information fits on your screen, but the size of the text and images are smaller. Also, settings in Excel 2007, Windows
Vista, and Windows XP allow you to change the color and style of your windows.
In the upper-left corner of the Excel 2007 window is the Microsoft Office button. When you click the button, a menu
appears. You can use the menu to create a new file, open an existing file, save a file, and perform many other tasks.
Next to the Microsoft Office button is the Quick Access toolbar. The Quick Access toolbar gives you with access to
commands you frequently use. By default, Save, Undo, and Redo appear on the Quick Access toolbar. You can use
Save to save your file, Undo to roll back an action you have taken, and Redo to reapply an action you have rolled
back.
The Ribbon
You use commands to tell Microsoft Excel what to do. In Microsoft Excel 2007, you use the Ribbon to issue
commands. The Ribbon is located near the top of the Excel window, below the Quick Access toolbar. At the top of the
Ribbon are several tabs; clicking a tab displays several related command groups. Within each group are related
command buttons. You click buttons to issue commands or to access menus and dialog boxes. You may also find a
dialog box launcher in the bottom-right corner of a group. When you click the dialog box launcher, a dialog box makes
additional commands available.
Worksheets
Microsoft Excel consists of worksheets. Each worksheet contains columns and rows. The columns are lettered A to Z
and then continuing with AA, AB, AC and so on; the rows are numbered 1 to 1,048,576. The number of columns and
rows you can have in a worksheet is limited by your computer memory and your system resources.
The combination of a column coordinate and a row coordinate make up a cell address. For example, the cell located
in the upper-left corner of the worksheet is cell A1, meaning column A, row 1. Cell E10 is located under column E on
row 10. You enter your data into the cells on the worksheet.
Formula Bar
If the Formula bar is turned on, the cell address of the cell you are in displays in the Name box which is located on
the left side of the Formula bar. Cell entries display on the right side of the Formula bar. If you do not see the Formula
bar in your window, perform the following steps:
Note: The current cell address displays on the left side of the Formula bar.
The Status bar appears at the very bottom of the Excel window and provides such information as the sum, average,
minimum, and maximum value of selected numbers. You can change what displays on the Status bar by right-clicking
on the Status bar and selecting the options you want from the Customize Status Bar menu. You click a menu item to
select it. You click it again to deselect it. A check mark next to an item means the item is selected.
EXERCISE 1
Press the down arrow key several times. Note that the cursor moves downward one cell at a time.
Press the up arrow key several times. Note that the cursor moves upward one cell at a time.
Hold down the Shift key and then press Tab. Note that the cursor moves to the left one cell at a time.
1. Press the right arrow key several times. Note that the cursor moves to the right.
2. Press the left arrow key several times. Note that the cursor moves to the left.
1. Press the Page Down key. Note that the cursor moves down one page.
2. Press the Page Up key. Note that the cursor moves up one page.
Go To Cells Quickly
The following are shortcuts for moving quickly from one cell in a worksheet to a cell in a different part of the
worksheet.
EXERCISE 2
Go to -- F5
The F5 function key is the "Go To" key. If you press the F5 key, you are prompted for the cell to which you wish to go.
Enter the cell address, and the cursor jumps to that cell.
Go to -- Ctrl+G
1. Hold down the Ctrl key while you press "g" (Ctrl+g). The Go To dialog box opens.
2. Type C4 in the Reference field.
3. Press Enter. Excel moves to cell C4.
You can also use the Name box to go to a specific cell. Just type the cell you want to go to in the Name box and then
press Enter.
Select Cells
If you wish to perform a function on a group of cells, you must first select those cells by highlighting them. The
exercises that follow teach you how to select.
EXERCISE 3
Select Cells
1. Go to cell A1.
2. Press the F8 key. This anchors the cursor.
3. Note that "Extend Selection" appears on the Status bar in the lower-left corner of the window. You are in the
Extend mode.
4. Click in cell E7. Excel highlights cells A1 to E7.
5. Press Esc and click anywhere on the worksheet to clear the highlighting.
You can also select an area by holding down the left mouse button and dragging the mouse over the area. In
addition, you can select noncontiguous areas of the worksheet by doing the following:
1. Go to cell A1.
2. Hold down the Ctrl key. You won't release it until step 9. Holding down the Ctrl key enables you to select
noncontiguous areas of the worksheet.
3. Press the left mouse button.
4. While holding down the left mouse button, use the mouse to move from cell A1 to C5.
5. Continue to hold down the Ctrl key, but release the left mouse button.
6. Using the mouse, place the cursor in cell D7.
7. Press the left mouse button.
8. While holding down the left mouse button, move to cell F10. Release the left mouse button.
9. Release the Ctrl key. Cells A1 to C5 and cells D7 to F10 are selected.
10. Press Esc and click anywhere on the worksheet to remove the highlighting.
Enter Data
In this section, you will learn how to enter data into your worksheet. First, place the cursor in the cell in which you
want to start entering data. Type some data, and then press Enter. If you need to delete, press the Backspace key to
delete one character at a time.
EXERCISE 4
Enter Data
1. Place the cursor in cell A1.
2. Type John Jordan. Do not press Enter at this time.
Delete Data
Edit a Cell
After you enter data into a cell, you can edit the data by pressing F2 while you are in the cell you wish to edit.
EXERCISE 5
Edit a Cell
You can also edit the cell by using the Formula bar. You change "Jones" to "Joker" in the following exercise.
Typing in a cell replaces the old cell entry with the new information you type.
Wrap Text
When you type text that is too long to fit in the cell, the text overlaps the next cell. If you do not want it to overlap the
next cell, you can wrap the text.
EXERCISE 6
Wrap Text
Save a File
This is the end of Lesson1. To save your file:
Close Excel
Close Microsoft Excel.
Lesson 1 familiarized you with the Excel 2007 window, taught you how to move around the window, and how to enter
data. A major strength of Excel is that you can perform mathematical calculations and format your data. In this
lesson, you learn how to perform basic mathematical calculations and how to format text and numerical data. To start
this lesson, open Excel.
+ Addition
- Subtraction
* Multiplication
/ Division
^ Exponential
In the following exercises, you practice some of the methods you can use to move around a worksheet and you learn
how to perform mathematical calculations. Refer to Lesson 1 to learn more about moving around a worksheet.
EXERCISE 1
Addition
1. Type Add in cell A1.
2. Press Enter. Excel moves down one cell.
3. Type 1 in cell A2.
4. Press Enter. Excel moves down one cell.
5. Type 1 in cell A3.
6. Press Enter. Excel moves down one cell.
7. Type =A2+A3 in cell A4.
8. Click the check mark on the Formula bar. Excel adds cell A1 to cell A2 and displays the result in cell A4. The
formula displays on the Formula bar.
Note: Clicking the check mark on the Formula bar is similar to pressing Enter. Excel records your entry but does not
move to the next cell.
Subtraction
Multiplication
1. Hold down the Ctrl key while you press "g" (Ctrl+g). The Go To dialog box appears.
2. Type C1 in the Reference field.
3. Press Enter. Excel moves to cell C1
4. Type Multiply.
5. Press Enter. Excel moves down one cell.
6. Type 2 in cell C2.
7. Press Enter. Excel moves down one cell.
8. Type 3 in cell C3.
9. Press Enter. Excel moves down one cell.
10. Type =C2*C3 in cell C4.
11. Click the check mark on the Formula bar. Excel multiplies C1 by cell C2 and displays the result in cell C3.
The formula displays on the Formula bar.
Division
1. Press F5.
2. Type D1 in the Reference field.
3. Press Enter. Excel moves to cell D1.
4. Type Divide.
5. Press Enter. Excel moves down one cell.
6. Type 6 in cell D2.
7. Press Enter. Excel moves down one cell.
8. Type 3 in cell D3.
9. Press Enter. Excel moves down one cell.
10. Type =D2/D3 in cell D4.
11. Click the check mark on the Formula bar. Excel divides cell D2 by cell D3 and displays the result in cell D4.
The formula displays on the Formula bar.
When creating formulas, you can reference cells and include numbers. All of the following formulas are valid:
=A2/B2
=A1+12-B3
=A2*B2+12
=24+53
AutoSum
You can use the AutoSum button on the Home tab to automatically add a column or row of numbers. When you
press the AutoSum button , Excel selects the numbers it thinks you want to add. If you then click the check mark
on the Formula bar or press the Enter key, Excel adds the numbers. If Excel's guess as to which numbers you want
to add is wrong, you can select the cells you want.
EXERCISE 2
AutoSum
1. Go to cell F1.
2. Type 3.
3. Press Enter. Excel moves down one cell.
4. Type 3.
5. Press Enter. Excel moves down one cell.
6. Type 3.
7. Press Enter. Excel moves down one cell to cell F4.
8. Choose the Home tab.
9. Click the AutoSum button in the Editing group. Excel selects cells F1 through F3 and enters a formula in
cell F4.
10. Press Enter. Excel adds cells F1 through F3 and displays the result in cell F4.
EXERCISE 3
Automatic Calculation
Make the changes described below and note how Microsoft Excel automatically recalculates.
1. Move to cell A2.
2. Type 2.
3. Press the right arrow key. Excel changes the result in cell A4. Excel adds cell A2 to cell A3 and the new
result appears in cell A4.
4. Move to cell B2.
5. Type 8.
6. Press the right arrow key. Excel subtracts cell B3 from cell B3 and the new result appears in cell B4.
7. Move to cell C2.
8. Type 4.
9. Press the right arrow key. Excel multiplies cell C2 by cell C3 and the new result appears in cell C4.
10. Move to cell D2.
11. Type 12.
12. Press the Enter key. Excel divides cell D2 by cell D3 and the new result appears in cell D4.
EXERCISE 4
Center
Left-Align
Right-Align
Note: You can also change the alignment of cells with numbers in them by using the alignment buttons.
EXERCISE 5
Advanced Calculations
Note: Microsoft Excel divides 12 by 2, multiplies the answer by 4, adds 3, and then adds another 3. The answer, 30,
displays in cell A7.
To change the order of calculation, use parentheses. Microsoft Excel calculates the information in parentheses first.
Note: Microsoft Excel adds 3 plus 3 plus 12, divides the answer by 2, and then multiplies the result by 4. The answer,
36, displays in cell A7.
You can use Excel's Cut feature to remove information from a worksheet. Then you can use the Paste feature to
place the information you cut anywhere in the same or another worksheet. In other words, you can move information
from one place in a worksheet to another place in the same or different worksheet by using the Cut and Paste
features.
Microsoft Excel records cell addresses in formulas in three different ways, called absolute, relative, and mixed. The
way a formula is recorded is important when you copy it. With relative cell addressing, when you copy a formula from
one area of the worksheet to another, Excel records the position of the cell relative to the cell that originally contained
the formula. With absolute cell addressing, when you copy a formula from one area of the worksheet to another,
Excel references the same cells, no matter where you copy the formula. You can use mixed cell addressing to keep
the row constant while the column changes, or vice versa. The following exercises demonstrate.
EXERCISE 6
In addition to typing a formula as you did in Lesson 1, you can also enter formulas by using Point mode. When you
are in Point mode, you can enter a formula either by clicking on a cell or by using the arrow keys.
5. Click the Paste button in the Clipboard group. Excel pastes the formula in cell A12 into cell B12.
6. Press the Esc key to exit the Copy mode.
Compare the formula in cell A12 with the formula in cell B12 (while in the respective cell, look at the Formula bar).
The formulas are the same except that the formula in cell A12 sums the entries in column A and the formula in cell
B12 sums the entries in column B. The formula was copied in a relative fashion.
Before proceeding with the next part of the exercise, you must copy the information in cells A7 to B9 to cells C7 to
D9. This time you will copy by using the Mini toolbar.
Keyboard shortcuts are key combinations that enable you to perform tasks by using the keyboard. Generally, you
press and hold down a key while pressing a letter. For example, Ctrl+c means you should press and hold down the
Ctrl key while pressing "c." This tutorial notates key combinations as follows:
Press Ctrl+c.
Now copy the formula from C12 to D12. This time, copy by using keyboard shortcuts.
You use mixed cell addressing to reference a cell when you want to copy part of it absolute and part relative. For
example, the row can be absolute and the column relative. You can use the F4 key to create a mixed cell reference.
The keyboard shortcut for Cut is Ctrl+x. The steps for cutting and pasting with a keyboard shortcut are:
EXERCISE 7
To insert a column:
To insert rows:
Create Borders
You can use borders to make entries in your Excel worksheet stand out. You can choose from several types of
borders. When you press the down arrow next to the Border button , a menu appears. By making the proper
selection from the menu, you can place a border on the top, bottom, left, or right side of the selected cells; on all
sides; or around the outside border. You can have a thick outside border or a border with a single-line top and a
double-line bottom. Accountants usually place a single underline above a final number and a double underline below.
The following illustrates:
EXERCISE 8
Create Borders
1. Select cells B6 to E6.
3. Click the down arrow next to the Borders button . A menu appears.
4. Click Top and Double Bottom Border. Excel adds the border you chose to the selected cells.
EXERCISE 9
1. Go to cell B2.
2. Type Sample Worksheet.
3. Click the check mark on the Formula bar.
4. Select cells B2 to E2.
5. Choose the Home tab.
6. Click the Merge and Center button in the Alignment group. Excel merges cells B2, C2, D2, and E2 and
then centers the content.
Note: To unmerge cells:
EXERCISE 10
EXERCISE 11
EXERCISE 12
Move to a New Worksheet
Click Sheet2 in the lower-left corner of the screen. Excel moves to Sheet2.
In the exercises that follow, you will learn different methods you can use to bold, italicize, and underline.
EXERCISE 13
Microsoft Excel provides two types of underlines. The exercises that follow illustrate them.
Single Underline:
1. Type Italic in cell B2. Note: Because you previously entered the word Italic in column B, Excel may enter
the word in the cell automatically after you type the letter I. Excel does this to speed up your data entry.
2. Click the check mark located on the Formula bar.
3. Hold down the Ctrl key while pressing "i" (Ctrl+i). Excel italicizes the contents of the cell.
4. Press Ctrl+i again if you wish to remove the italic formatting.
EXERCISE 14
EXERCISE 15
You can also change the column width with the cursor.
1. Place the mouse pointer on the line between the B and C column headings. The mouse pointer should look
like the one displayed here , with two arrows.
2. Move your mouse to the right while holding down the left mouse button. The width indicator
appears on the screen.
3. Release the left mouse button when the width indicator shows approximately 20. Excel increases the
column width to 20.
Format Numbers
You can format the numbers you enter into Microsoft Excel. For example, you can add commas to separate
thousands, specify the number of decimal places, place a dollar sign in front of a number, or display a number as a
percent.
EXERCISE 16
Format Numbers
7. Click the Comma Style button . Excel separates thousands with a comma.
8. Click the Accounting Number Format button . Excel adds a dollar sign to your number.
9. Click twice on the Increase Decimal button to change the number format to four decimal places.
10. Click the Decrease Decimal button if you wish to decrease the number of decimal places.
Change a decimal to a percent.
This is the end of Lesson 2. You can save and close your file. See Lesson 1 to learn how to save and close a file.
Lesson 3: Creating Excel Functions, Filling Cells, and Printing
By using functions, you can quickly and easily make many useful calculations, such as finding an average, the
highest number, the lowest number, and a count of the number of items in a list. Microsoft Excel has many functions
that you can use.
A range reference refers to all the cells between and including the reference. A range reference consists of two cell
addresses separated by a colon. The reference A1:A3 includes cells A1, A2, and A3. The reference A1:C3 includes
cells A1, A2, A3, B1, B2, B3, C1, C2, and C3.
A union reference includes two or more references. A union reference consists of two or more numbers, range
references, or cell addresses separated by a comma. The reference A7,B8:B10,C9,10 refers to cells A7, B8 to B10,
C9 and the number 10.
Understanding Functions
Functions are prewritten formulas. Functions differ from regular formulas in that you supply the value but not the
operators, such as +, -, *, or /. For example, you can use the SUM function to add. When using a function, remember
the following:
Enclose arguments within parentheses. Arguments are values on which you want to perform the calculation. For
example, arguments specify the numbers or cells you want to add.
=SUM(2,13,A1,B2:C7)
In this function:
After you type the first letter of a function name, the AutoComplete list appears. You can double-click on an item in
the AutoComplete list to complete your entry quickly. Excel will complete the function name and enter the first
parenthesis.
EXERCISE 1
Functions
12. Type C1:C3 in the Number1 field, if it does not automatically appear.
13. Click OK. The sum of cells C1 to C3, which is 300, appears.
Format worksheet
As you learned in Lesson 2, you can also calculate a sum by using the AutoSum button .
Calculate an Average
You can use the AVERAGE function to calculate the average of a series of numbers.
1. Move to cell A6.
2. Type Average. Press the right arrow key to move to cell B6.
3. Type =AVERAGE(B1:B3).
4. Press Enter. The average of cells B1 to B3, which is 21, appears.
In Microsoft Excel, you can use the AutoSum button to calculate an average.
You can use the MIN function to find the lowest number in a series of numbers.
Note: You can also use the drop-down button next to the AutoSum button to calculate minimums, maximums,
and counts.
You can use the MAX function to find the highest number in a series of numbers.
.
You can use the count function to count the number of numbers in a series.
EXERCISE 2
1. Click the Auto Fill Options button. The Auto Fill Options menu appears.
2. Choose the Copy Cells radio button. The entry in cells A1 and B1 are copied to all the highlighted cells.
3. Click the Auto Fill Options button again.
4. Choose the Fill Series radio button. The cells fill as a series from Sunday to Saturday again.
5. Click the Auto Fill Options button again.
6. Choose the Fill Without Formatting radio button. The cells fill as a series from Sunday to Saturday, but the
entries are not bolded.
7. Click the Auto Fill Options button again.
8. Choose the Fill Weekdays radio button. The cells fill as a series from Monday to Friday.
Some of the entries in column B are too long to fit in the column. You can quickly adjust the column width to fit the
longest entry.
1. Move your mouse pointer over the line that separates column B and C. The Width Indicator appears.
After you complete the remainder of the exercise, your worksheet will look like the one shown here.
Fill Times
Fill Numbers
1. Grab the fill handle and drag with your mouse to highlight cells D1 to D14. The number 1 fills each cell.
2. Click the Auto Fill Options button.
3. Choose the Fill Series radio button. The cells fill as a series, starting with 1, 2, 3.
1. Go to cell E1.
2. Type Lesson 1.
3. Grab the fill handle and drag with your mouse to highlight cells E1 to E14. The cells fill in as a series: Lesson
1, Lesson 2, Lesson 3, and so on.
You can type in your header or footer or you can use predefined headers and footers. To find predefined headers
and footers, click the Header or Footer button or use the Header & Footer Elements group's buttons. When you
choose a header or footer by clicking the Header or Footer button, Excel centers your choice. The table shown here
describes each of the Header & Footer Elements group button options.
Button Purpose
Both the header and footer areas are divided into three sections: left, right, and center. When you choose a Header
or Footer from the Header & Footer Elements group, where you place your information determines whether it appears
on the left, right, or center of the printed page. You use the Go To Header and Go To Footer buttons on the Design
tab to move between the header and footer areas of your worksheet.
EXERCISE 3
Margins define the amount of white space that appears on the top, bottom, left, and right edges of your document.
The Margin option on the Page Layout tab provides several standard margin sizes from which you can choose.
There are two page orientations: portrait and landscape. Paper, such as paper sized 8 1/2 by 11, is longer on one
edge than it is on the other. If you print in Portrait, the shortest edge of the paper becomes the top of the page.
Portrait is the default option. If you print in Landscape, the longest edge of the paper becomes the top of the page.
Portrait
Landscape
Paper comes in a variety of sizes. Most business correspondence uses 8 1/2 by 11 paper, which is the default page
size in Excel. If you are not using 8 1/2 by 11 paper, you can use the Size option on the Page Layout tab to change
the Size setting.
EXERCISE 4
Print
The simplest way to print is to click the Office button, highlight Print on the menu that appears, and then click Quick
Print in the Preview and Print the Document pane. Dotted lines appear on your screen, and your document prints.
The dotted lines indicate the right, left, top, and bottom edges of your printed pages.
You can also use the Print Preview option to print. When using Print Preview, you can see onscreen how your printed
document will look when you print it. If you click the Page Setup button while in Print Preview mode, you can set page
settings such as centering your data on the page.
If your document is several pages long, you can use the Next Page and Previous Page buttons to move forward and
backward through your document. If you check the Show Margins check box, you will see margin lines on your
document. You can click and drag the margin markers to increase or decrease the size of your margins. To return to
Excel, click the Close Print Preview button.
You click the Print button when you are ready to print. The Print dialog box appears. You can choose to print the
entire worksheet or specific pages. If you want to print specific pages, enter the page numbers in the From and To
fields. You can enter the number of copies you want to print in the Number of Copies field.
EXERCISE 5
In Microsoft Excel, you can represent numbers in a chart. On the Insert tab, you can choose from a variety of chart
types, including column, line, pie, bar, area, and scatter. The basic procedure for creating a chart is the same no
matter what type of chart you choose. As you change your data, your chart will automatically update.
You select a chart type by choosing an option from the Insert tab's Chart group. After you choose a chart type, such
as column, line, or bar, you choose a chart sub-type. For example, after you choose Column Chart, you can choose
to have your chart represented as a two-dimensional chart, a three-dimensional chart, a cylinder chart, a cone chart,
or a pyramid chart. There are further sub-types within each of these categories. As you roll your mouse pointer over
each option, Excel supplies a brief description of each chart sub-type.
Create a Chart
To create the column chart shown above, start by creating the worksheet below exactly as shown.
After you have created the worksheet, you are ready to create your chart.
EXERCISE 1
1. Select cells A3 to D6. You must select all the cells containing the data you want in your chart. You should
also include the data labels.
2. Choose the Insert tab.
3. Click the Column button in the Charts group. A list of column chart sub-types types appears.
4. Click the Clustered Column chart sub-type. Excel creates a Clustered Column chart and the Chart Tools
context tabs appear.
You can determine what your chart displays by choosing a layout. For example, the layout you choose determines
whether your chart displays a title, where the title displays, whether your chart has a legend, where the legend
displays, whether the chart has axis labels and so on. Excel provides several layouts from which you can choose.
EXERCISE 2
Add Labels
When you apply a layout, Excel may create areas where you can insert labels. You use labels to give your chart a
title or to label your axes. When you applied layout 5, Excel created label areas for a title and for the vertical axis.
EXERCISE 3
Add labels
Before After
1. Select Chart Title. Click on Chart Title and then place your cursor before the C in Chart and hold down the
Shift key while you use the right arrow key to highlight the words Chart Title.
2. Type Toy Sales. Excel adds your title.
3. Select Axis Title. Click on Axis Title. Place your cursor before the A in Axis. Hold down the Shift key while
you use the right arrow key to highlight the words Axis Title.
4. Type Sales. Excel labels the axis.
5. Click anywhere on the chart to end your entry.
Switch Data
If you want to change what displays in your chart, you can switch from row data to column data and vice versa.
EXERCISE 4
Switch Data
Before After
EXERCISE 5
EXERCISE 6
Change the Size and Position of a Chart
EXERCISE 7
EXERCISE 8
You have reached the end of Lesson 4. You can save and close your file.
Lesson 1: Getting Familiar with Microsoft Access 2007 for Windows
Microsoft Access is a database software package. A database is an organized collection of records. Telephone and
address books are examples of paper databases. With Access, you can create a computerized database. For
example, you can use Access to organize the students who attend a school, the courses they take, and the
instructors who teach them. After you create an Access database, you can search it, manipulate it, and extract
information from it. This lesson introduces you to Access windows and teaches you how to create a database.
Getting Started
You use windows to interact with Access. To begin, start Access 2007. You screen will look similar to the one shown
here.
Northwind is a sample database you can download from the Microsoft website. I will use the Northwind database to
introduce you to Access windows. If the Northwind database is already on your system, open it, otherwise download
it and then open it.
To open Northwind:
To download Northwind, connect to the Internet and then follow these steps:
1. Click Sample. The Northwind 2007 icon appears in the center of the window.
2. Click the Northwind icon.
3. Click the Browse button. The File New Database window appears.
4. Locate the folder in which you want to save the Northwind database.
5. Click OK. The File New Database window closes.
6. Click Create. Access creates the Northwind database and opens it.
Understanding Security
It is possible for an Access database to contain malicious code, such as a computer virus. Access has security
settings that disable code and display a security warning when you open a database. If you know a database is
trustworthy, you can perform the following steps to enable it. You may need to enable the Northwind database.
To enable a database:
1. Click the Options button. The Microsoft Office Security Options dialog box appears.
2. Click Enable This Content.
3. Click OK. Access enables the content. If you are enabling the Northwind database, the Login dialog box
appears.
If you know a database is safe, you can store it in a trusted location. Databases stored in trusted locations do not
require you to enable security.
An Access database consists of the following objects: tables, queries, forms, reports, macros, and modules. The
Navigation pane displays the objects in a database.
Click the double right-arrows to open it. The arrows change to double left-arrows .
Click the double left-arrows to close it. The arrows change to double right-arrows .
In this example, the objects are organized by type, which is not the default setting. You may want to organize the
objects in your database by type also. You can use the down-arrow on the top of the Navigation pane to change the
manner in which objects are organized.
1. Click the All Access Objects button on the Navigation pane. A menu appears.
2. Click Object Type. Access displays the objects in the database by type.
The Access window with the Northwind database open is shown here.
Note: Your window probably does not look exactly like the one shown. In Access 2007, the window
display depends on the size of the window, the size of your monitor, and the resolution to which your monitor is set.
Resolution determines how much information your computer monitor can display. If you use a low resolution, you can
fit less information on your screen, but the size of your text and images are larger. If you use a high resolution, you
can fit more information on your screen, but the size of the text and images are smaller. Also, you can use settings in
Access 2007, Windows Vista, and Windows XP to change the color and style of your windows.
In the upper-left corner of the Access window is the Microsoft Office button. When you click the button, a menu
appears. You can use the menu to create a new file, open an existing file, save a file, and perform many other tasks.
Next to the Microsoft Office button is the Quick Access toolbar. The Quick Access toolbar provides you with access to
commands you frequently use. By default, Save, Undo, and Redo appear on the Quick Access toolbar. You use Save
to save an object, Undo to roll back an action you have taken, and Redo to reapply an action you have rolled back.
The Ribbon
You use commands to tell Access what to do. In Access 2007, you use the Ribbon to issue commands. The Ribbon
is located near the top of the Access window, below the Quick Access toolbar. At the top of the Ribbon are several
tabs; clicking a tab displays related command groups. Within each group are related command buttons. You click
buttons to issue commands or to access menus and dialog boxes. You may also find a dialog box launcher in the
bottom-right corner of a group. When you click the dialog box launcher , a dialog box makes additional commands
available.
Access Objects
You click the double down-arrows to view objects. The double down-arrows change to double up-arrows
.
You click the double up-arrows to hide objects. The double up-arrows change to double down-arrows .
As stated earlier, the Navigation pane stores the objects in your database: tables, queries, forms, reports, macros,
and modules. Objects always display with an icon to the right. The icon tells you the object type: table, query,
form, report, macro, and module.
Objects
Queries You use queries to retrieve specific data from your database and
to answer questions about your data. For example, you can use a
query to find the names of the employees in your database who
live in a particular state.
Forms Forms give you the ability to choose the format and arrangement
of fields. You can use a form to enter, edit, and display data.
Macros Macros give you the ability to automate tasks. You can use a
macro to add functionality to a form, report, or control.
Modules Like macros, modules give you the ability to automate tasks and
add functionality to a form, report, or control. Macros are created
by choosing from a list of macro actions, whereas modules are
written in Visual Basic for Applications.
You double-click an object to open the object. You right-click an object to view a menu of options. You can use the
menu to do such things as open objects, rename objects, and delete objects.
Objects that are open appear on tabs. Right-click a tab to view a menu of options you can perform, such as save the
object, close the object, or change the view.
Change Views
A view is a way of looking at an object. For example, in Access, data is stored in tables. Two of the possible ways you
can view a table are Datasheet view and Design view. You can see the data contained in a table in Datasheet view.
You can see the design of a table in Design view. When you open an object, buttons appear in the lower-right corner
of the Access window. You can use the View button on the Home tab to change views, or you can click the proper
button in the lower-right corner of the window.
To close a database:
To exit Access:
1. Click the Microsoft Office button. A menu appears.
2. Click Exit Access. You exit Access.
Create a Database
When you start Access, the Getting Started With Microsoft Office Access screen appears. You can use this screen to
create a database. Within a database, you can do such things as enter data, create reports, and retrieve data. You
can create a blank database or you can use one of the templates provided by Microsoft. When you use a template,
Access creates forms you can use to enter data, reports you can use to retrieve data, and more. You can modify the
forms, reports, and other objects to suit your needs. This tutorial will teach you how.
The following templates are included with Access: Assets, Contacts, Events, Faculty, Issues, Marketing Projects,
Projects, Sales Pipeline, Students, and Tasks. Other templates are available online. Each template creates a
database related to the title. For example, the Faculty template creates a faculty database that includes tables,
queries, forms, and reports related to faculty. In Access, you use tables to store data, queries to retrieve data, forms
to enter data, and reports to display data.
1. Start Access. The Getting Started With Microsoft Office Access screen appears.
2. Click Local Templates. Icons representing local templates appear in the center of the window.
3. Click the icon for the template you want to use.
4. Click the Browse button. The File New Database window appears.
5. Locate the folder in which you want to store your database.
6. Click OK.
7. Click Create. Access creates and opens your database.
8. Open the Navigation pane. Access displays the tables, queries, forms, reports and other objects related to
the database you selected. You may wish to display the objects by type.
How do I create a database based on the templates that are found online?
Online templates fall into the following categories: Business, Education, Personal, and Non-profit. To create a
database based on one of these templates:
1. Start Access. The Getting Started With Microsoft Office Access screen appears.
2. Make sure you are connected to the Internet.
3. Click the category for the template you want to create. Icons representing Internet templates appear in the
center of the window.
4. Click the icon for the template you want to use to create your database.
Tip: You can also open an existing database by pressing Ctrl-O and then following steps 3 through 5.
1. Start Access.
2. Click Blank Database.
3. Type the name you want to give your database in the File Name field. Access will automatically append
.accdb to the name.
4. Click the Browse button. The File New Database window appears.
5. Locate the folder in which you want to store your database. Note that the name of the file appears in the File
Name field.
6. Click OK.
7. Click the Create button. Access creates the database and opens a datasheet with the Table Tools available
to you.
Note the Table Tools in the upper-right portion of the Ribbon.
What is a Datasheet?
In Access, data is stored in tables. A datasheet displays the information stored in a table in columns and rows. The
columns are called fields and the rows are called records. You can use a datasheet to create a table, enter data,
retrieve data, and perform other tasks.
Tables are the foundation of an Access database. Access stores data in tables. This lesson teaches you how to
create a table, add fields to a table, assign data types to fields, and set field properties.
Understanding Tables
A table is a set of columns and rows. Each column is called a field. Within a table, each field must be given a name
and no two fields can have the same name. Each value in a field represents a single category of data. For example, a
table might have three fields: Last Name, First Name, and Phone Number. The table consists of three columns: one
for last name, one for first name, and one for phone number. In every row of the table, the Last Name field contains
the last name, the First Name field contains the first name, and the Phone Number field contains the phone number.
Each row in a table is called a record.
All of the data in a table should refer to the same subject. For example, all of the data in the Employees table should
refer to employees, all of the data in the Students table should refer to students, and all of the data in the Courses
table should refer to courses.
You can view an Access database as a collection of related tables. For example, in a database that contains tables
for Employees, Students, and Courses, the Employees table lists the employees, the Students table lists students,
and the Courses table lists the courses students can take.
After Access creates a blank database, it opens in Datasheet view and makes available the tools you need to create
a table. Datasheet view displays a table as a set of columns and rows. When you view a blank database for the first
time in Datasheet view, you see a column named ID. This column is by default the primary key field.
A primary key is a field or combination of fields that uniquely identify each record in a table. No two records in a table
should have the same values in every field. For example, the following should not occur in a table.
In the real world, it is possible to have two people from the same city with the same first and last name. In cases like
this, you can use the ID field as the primary key field and use it to make each record unique. The ID field has a data
type of AutoNumber; as a result, Access automatically creates a unique number for each record in the database. The
resulting table will look like the one shown here.
Access provides several methods for creating a table. One method is to use the Rename option with the Add New
Field column label to give each column the field name you want it to have and then to type or paste your data into the
table. Field names can include letters, numbers, and spaces and can be up to 64 characters long. When choosing a
field name, try to keep it short.
When you save your table for the first time, Access gives you the opportunity to name your table. Each table name
must be unique; hence, two tables in the same database cannot have the same name. The table name should
describe the data in the table; can consist of letters, numbers, and spaces; and can be up to 64 characters long.
When choosing a table name, try to keep it short.
You can save a table by clicking the Save button on the Quick Access toolbar or by right-clicking the Tables tab and
then choosing Save from the menu that appears.
Or
1. Click the Save button on the Quick Access toolbar. The Save As dialog box appears.
2. Type the name you want to give your table.
3. Click OK. Access names your table.
Tip: You can use the Rename option at any time to rename any column. For example, you can rename the
ID column Employee ID.
Data Types
After you create the fields for a table, you can enter data by typing in each field. As you type, Access assigns a data
type to each field based on your entry.
Smith Text
http://www.website.com Hyperlink
01/01/2009 Date/Time
The date and time formats
recognized are those of your user
locale.
12:10:33 Date/Time
12:30 am Date/Time
16:50 Date/Time
Some data types allow you to select the formatting you want. By formatting, you determine how data in a field
displays. For example, if you choose a data type of number and a format of Euro, any number you enter will appear
with a Euro sign in front.
Windows regional settings enable you to display information such as dates, times, and currency that match the
standards or language used in the country in which you live. For example, if you live in the United States, the
currency setting uses a dollar sign.
Number 123,456,789.00
Currency $123,456,789.00
Time 3:39:44 PM
Use the Windows Control panel’s Regional and Language options to view or change regional settings.
Data Types
Yes/No Yes/No
True/False
On/Off
1. Click the field label for the field to which you want to assign a data type.
2. Activate the Datasheet tab.
3. Click the down-arrow next to the Data Type field and then choose a data type.
4. Click the down-arrow next to the Format field and then choose a format. Access assigns a data type and
format to the field you selected.
Tip: If you want every record in a field to be unique, check the Unique box on the Datasheet tab in the
Data Type & Formatting group. If you do not want the user to leave a field blank, check the Is Required box.
Tip: In the Data Type & Formatting group, there are several formatting options you can apply to numbers.
If you want to use the Currency format, click the Currency button ; if you want to use the Percent format, click the
Percent button ; if you want to use a Comma number format, click the Comma button ; or if you want to
increase or decrease the number of decimal place, click the Increase Decimal or Decrease Decimal button .
Tip: You can create a new table at any time by activating the Create tab and then clicking Table.
You can use Design view to create or modify a table. After you finish the task, you must save the table by clicking the
Save button on the Quick Access toolbar.
1. Click the Save button on the Quick Access toolbar. Access saves the table unless you are saving for the first
time. If you are saving for the first time, the Save As dialog box appears.
2. Type the name you want to give your table.
3. Click OK. Access saves the table. You can now access the table by using the Navigation pane.
Tip: You can also use a template to create a table. Access has several templates from which you can
choose. When using a template, you create the table and then modify it to suit your needs.
Departments
Department ID Department
Primary Key
1 Administration
2 Computer Science
3 English
4 History
5 Math
Access has a wizard to help you create lookup columns. Creating a Lookup column creates a relationship between
two tables. See the section Create Relationships in Lesson 3 to learn more about relationships.
A lookup column can be based on a table, a query, or a list of values you type. If you base your lookup column on a
table or query, you must create the table or query before creating the lookup column. A query is a list of rows and
columns based on one or more tables. A query only displays the rows and columns you specify.
1. Click a radio button to select what you want to base your lookup column on. Choose from Tables, Queries,
or Both.
2. Click to select the table or query you want.
3. Click Next. The Lookup Wizard moves to the next page.
Select fields
You choose the fields you want to appear in your lookup column. Be sure to include the primary key.
1. Click the field you want.
2. Click the single right-arrow button . Access places the field in the Selected Fields column. Repeat this
process to select additional fields. If you want all the fields in the table, click the double right-arrow button .
Note: Use the single left-arrow and the double left-arrows to deselect fields.
3. Click Next. The Lookup Wizard moves to the next page.
Sort fields
The Lookup Wizard allows you to sort the records in a lookup column. You can display records in order, either
ascending (alphabetical from A to Z, lowest number to highest number, earliest date to latest date) or descending
(alphabetical from Z to A, highest number to lowest number, latest date to earliest date). You can also sort within a
sort. For example, you can sort by state and then within each state by city, and then within each city by street
address. If you are creating a sort within a sort, create the highest level sort on line one, the next level sort on line
two, and so on. In the state, city, and street address example, you create the state on line one, the city on line two,
and the street address on line three.
1. Click the down-arrow and then select the field you want to sort by.
2. Click to select a sort direction (the button toggles between ascending and descending). You can sort within a
sort for up to four levels.
3. Click Next. The Lookup Wizard moves to the next page.
Adjust column widths
A key column is the column that connects one table or query to another table or query. For example, you can use the
Department ID field in the Employees table and the Department ID field in the Departments table to connect the two
tables. You may, however, want to display the name of the department when you view the table but not the
department ID; if so, leave the Hide Key Column box checked.
Specify the Key Field (if you deselected Hide Key Column)
A key field is a field that uniquely identifies a record. If you deselected Hide Key column, you must tell Access which
field is the key field.
Field names appear at the top of each column. On this page of the Wizard you tell Access what you want to name
your lookup column. In Access 2007, multiple values can appear in a field; click the Allow Multiple Values checkbox if
you want to allow multiple values.
1. Activate the Datasheet tab. (These instructions assume you are in the Datasheet view.)
2. Click the Lookup Column button in the Fields & Columns group. The Lookup Wizard appears.
3. Click the radio button next to “I will type the values I want.”
4. Click Next. The Lookup Wizard moves to the next page.
5. Type the number of Columns you want in the Number Of Columns field.
6. Type the values you want under the column heading.
7. Click Next. The Lookup Wizard moves to the next page.
8. Type the column label you want.
9. Click Finish. Access creates a lookup column based on your list.
After you create an Access table, you can modify it, enter data into it manually or import data from somewhere else,
such as Excel. This lesson teaches you how to modify a table and enter data.
Enter Records
After you have created a table, you can enter data into it.
To enter data into an AutoNumber field:
Press the Tab key. When you make an entry into another field in the record, Access will automatically make
an entry into the AutoNumber field.
1. Click the down-arrow that appears when you click in the field.
2. Click to select the entry you want.
3. Press the Tab key.
Click the checkbox for Yes; leave the checkbox unchecked for No.
Or
Select the date from the calendar that appears to the left of the field when you click in the field. You click the
calendar to open it. Use the left-arrow at the top of the calendar to move to the previous month; use the
right-arrow at the top of the calendar to move to the next month. When you reach the proper month, click the
proper date.
Create New:
3. Click the Create New radio button if you want to create a new object.
a. Click the object type you want to create.
b. Click OK. Access opens the program for the object type you selected. You can create the object.
c. Create the object and then close the program for the object type you selected. Access links to the
object.
3. Click the Create From File radio button if you want to use an existing file.
a. Type the path to the file or click the Browse button and locate the file.
b. Click OK. Access links to the object.
For all other fields, type your entry and then press the Tab key.
When importing from Excel, you can import an entire worksheet or a named range. To import a worksheet, click the
Show Worksheets radio button and then click the worksheet you want. To import a named range, click the Show
Named Ranges radio button and then click the named range you want.
1. Click Show Worksheets to import a worksheet, or click Show Named Ranges to import a named range.
2. Click the worksheet or named range you want to import.
3. Click Next. Access moves to the next page.
When you create a worksheet in Excel, the first row can contain column headings. If this is the case, click First Row
Contains Column Headings, otherwise click Next.
1. Click First Row Contains Column Headings if the first row of your Excel spreadsheet contains column
headings.
2. Click Next. Access moves to the next page.
Access attempts to assign the correct data type to each column. You can view the assignment made by Access and
then make changes. An Index speeds up Access’s ability to search a column. You can use the Indexed field to assign
an index. The Yes (Duplicates OK) option creates an index in which duplicate values in the field are allowed; the Yes
(No Duplicates) option creates an index in which duplicate values in the field are not allowed. The primary key should
be indexed and you should use the Yes (No Duplicates) option. You can also skip fields you do not want to import.
You can let Access assign the primary key, choose the primary key yourself, or have no primary key by selecting the
correct option on this page.
1. Click to choose the proper radio button. If you want Access to add the primary key, click Let Access Add
Primary key. If you want to add the primary key, click Choose My Own Primary Key and then click the down-
arrow and select the field you want to use as the key field. If you do not want to add a primary key, click No
Primary Key.
2. Click Next. Access moves to the next page.
Modify a Table
After you create a table, you may need to modify it. You can delete columns, insert columns, or move columns.
Delete Columns
The Delete option permanently deletes columns and all the data contained in them. You cannot undo a column
delete.
To delete columns:
1. Click and drag to select the columns you want to delete.
2. Activate the Datasheet tab.
3. Click Delete in the Fields & Columns group. A prompt appears.
4. Click Yes. Access deletes the columns you selected.
Insert Columns
To insert a column:
1. Click the column head of the column before which you want to insert a column.
2. Activate the Datasheet tab.
3. Click Insert in the Fields & Columns group. Access inserts a new column.
Tip: If you right-click a column label, you can use the menu that appears to insert or delete columns.
To delete a column:
To insert a column:
1. Right-click the column head before which you want to insert a column. A menu appears.
2. Click Insert Column.
Move a Column
You can use the Move option to move a column from one location to another.
To move a column:
1. Move your mouse pointer over the horizontal line under the column label. Your mouse pointer turns into a
four sided arrow.
2. Press your left mouse button
3. Click and drag the field to the new location. A dark line appears at the new location.
4. Release you left mouse button. Access moves the column.
Move around a Table
Access provides several methods for moving around a table. On the Home tab, there is a Go To button. When you
click it, a menu of options appears. You can use the menu to go to the first, last, previous, or next record in your
table. You can click the New option to add a new record. You can also use special keys and the navigation bar in
Access to move around a table. The navigation bar appears at the bottom of the table.
Tip: You can also create a new record by choosing the Home tab and then clicking New in the Records
group.
Tab Moves to the next field to the right. If you are in the last field
in a record, moves you to the next record. If you are in the
last record in a table, creates a new record.
Left-Arrow Moves to the next field to the left. If you are in the first field in
a record, moves you to the previous record.
Shift+Tab Moves to the previous field. If you are in the first field in a
record, moves you to the previous record.
Right-Arrow Moves to the next field. If you are in the last field in a record,
moves you to the next record. If you are in the last record in
a table, creates a new record.
1 Go to First Record
2 Go to Previous Record
4 Go to Next Record
5 Go to Last Record
To delete a record:
Or
1. Place the cursor over the line that separates two columns or two rows. The cursor turns into a double-sided
arrow.
2. Hold down the left mouse button and drag to increase or decrease the width of a column or the height of all
of the rows.
You can sort Access data so you can view records in the order you want to view them, and you can filter data so you
only see the records you want to see. This lesson teaches you how to sort and filter an Access table.
Access data is stored in multiple tables. Relationships join tables together so you can work with the data from multiple
tables. This lesson also teaches you how to create relationships.
Sort a Table
By sorting, you can put a column of information in alphabetical, numerical, or date order. You can sort in ascending
order (alphabetical from A to Z, lowest number to highest number, earliest date to latest date) or descending order
(alphabetical from Z to A, highest number to lowest number, latest date to earliest date). You can also sort within a
sort. For example, you can sort by state and then sort within each state by city. When sorting within a sort, perform
the innermost sort first. For example, if you are sorting by state and then city, sort the city first and then sort by state.
To add a sort:
1. Click the column label for the column you want to sort.
2. Activate the Home tab.
3. Click the Ascending or Descending button in the Sort & Filter group. Access sorts the column in
ascending or descending order.
To remove a sort:
2. Click the Clear All Sorts button in the Sort & Filter group. Access clears all of the sorts you have
applied.
Filter a Table
You can apply a filter to see only the records you want to see. For example, perhaps your database contains students
from the states of DE, NJ, and PA and you only want to see the students from DE. You can filter your data so only DE
students display.
Each time you apply a filter to a column, it replaces any previous filter you applied to that column. For example, if you
apply a filter so you only see students in DE, and later you apply a filter so you only see students in NJ, Access clears
the DE filter and then applies the NJ filter.
You can apply filters to multiple columns in the same table. For example, by applying a filter first to the State field and
then to the Last Name field, you can see all of the students in the state of DE whose last names are Adams.
To apply a filter:
1. Click the column label for the column you want to filter.
2. Activate the Home tab.
3. Click the Filter button. A menu appears.
4. Uncheck the items you do not want to appear, making sure only the items you want are checked.
5. Click OK. Access filters your data and displays the word Filtered at the bottom of the window.
To remove a filter:
Tip: After you apply a filter, you can use the Toggle Filter button to toggle the application of the filter on and
off.
Text Filters
Does Not Equal Finds every record in the table where the
field’s value does not equal the value you
enter.
Does Not Begin With Finds every record in the table where the
field’s value does not begin with the value
you enter.
Does Not Contain Finds every record in the table where the
field’s value does not contain the value
you enter.
Does Not End With Finds every record in the table where the
field’s value does not end with the value
you enter.
Number Filters
Equals Finds every record in the table where the
field’s value equals the value you enter.
Does Not Equal Finds every record in the table where the
field’s value does not equal the value you
enter.
Date Filters
Equals Finds every record in the table where the
field’s value equals the date you enter.
Does Not Equal Finds every record in the table where the
field’s value does not equal the date you
enter.
All Dates in a Period Finds every record in the table where the
field’s date is in the period you enter.
Hide Columns
There may be times when you may not want to display a certain column or set of columns. In such cases, you can
temporarily hide the column or columns from view. Later, if you want to display them column again, you can unhide
them.
To hide columns:
1. Select the columns you want to hide.
2. Activate the Home tab.
3. Click the More button in the Records group. A menu appears.
4. Click Hide Columns. Access hides the columns you selected.
In the figure, the Birth Date, Street Address, City, State, and Zip fields are hidden.
Or
or
Freeze Columns
If your table has a large number of columns, you may want to freeze columns so the frozen columns stay in view as
you scroll across the page. For example, if you have a Students table and you want the Student Number, First
Name, and Last Name to remain onscreen as you scroll across the table, you can freeze the Student Number, First
Name, and Last Name fields. When you freeze a column, Access moves it to the far left side of your table. If you want
it to remain there, you must save the table.
To freeze columns:
To unfreeze columns:
Format a Table
You can use the features in the Font group on the Home tab to apply a variety of formats to your table.
Format a Table
Button Function
Left-align a column.
Right-align a column.
Center a column.
1. Place the cursor anywhere within the column you want to left-align, right-align, or center.
2. Activate the Home tab.
3. Click the button for the format you want to apply. Access applies the format.
Compute Totals
On the Home tab, you can use the Total button in the Records group to compute the sum, average, count, minimum,
maximum, standard deviation, or variance of a number field; the count, average, maximum, or minimum of a date
field; or the count of a text field.
To compute totals:
1. Open the table or query for which you want to compute totals.
2. Activate the Home tab.
3. Click the Totals button in the Records group. A Total line appears at the bottom of the table or query.
4. Click on the Total line under the column you want to total. A down-arrow appears on the left side of the field.
5. Click the down-arrow and then choose the function you want to perform. Access performs the calculation
and displays the results in the proper column on the Totals row.
After you find the word, phrase, or sequence of characters you are searching for, you can replace it with a new
sequence of characters by executing the Replace command.
To do a Find:
Note: If you want to find and replace, open the Find and Replace dialog box (follow steps 1 through 3)
and then activate the Replace tab. In the Replace With field, enter the sequence of characters you want to use to
replace what you find. Complete the other fields on the tab the same as you would if you were doing a Find. Click
Find Next to find the first instance for which you are searching. Click Replace to replace that instance. Click Replace
All to replace every instance.
Create Relationships
In Access, you store data in multiple tables and then use relationships to join the tables. After you have created
relationships, you can use data from all of the related tables in a query, form, or report.
A primary key is a field or combination of fields that uniquely identify each record in a table. A foreign key is a value in
one table that must match the primary key in another table. You use primary keys and foreign keys to join tables
together—in other words, you use primary keys and foreign keys to create relationships.
There are two valid types of relationships: one-to-one and one-to-many. In a one-to-one relationship, for every
occurrence of a value in table A, there can only be one matching occurrence of that value in table B, and for every
occurrence of a value in table B, there can only be one matching occurrence of that value in table A. One-to-one
relationships are rare because if there is a one-to-one relationship, the data is usually stored in a single table.
However, a one-to-one relationship can occur when you want to store the information in a separate table for security
reasons, when tables have a large number of fields, or for other reasons. In a one-to-many relationship, for every
occurrence of a value in table A, there can be zero or more matching occurrences in table B, and for every one
occurrence in table B, there can only be one matching occurrence in table A.
When tables have a one-to-many relationship, the table with the one value is called the primary table and the table
with the many values is called the related table. Referential integrity ensures that the validity of the relationship
between two tables remains intact. It prohibits changes to the primary table that would invalidate an entry in the
related table. For example, a school has students. Each student can make several payments, but each payment can
only be from one student. The Students table is the primary table and the Payments table is the related table.
Students
Primary Key
1 John Smith
2 Mark Adams
3 Valerie Kilm
Payments
1 1 500 500
2 2 700 300
3 3 500 250
4 2 400 300
5 3 250 250
If you delete Student ID 1 from the Students table, Student ID 1 is no longer valid in the Payments table. Referential
integrity prevents you from deleting Student ID 1 from the Students table. Also, if the only valid Student IDs are 1, 2,
and 3, referential integrity prevents you from entering a value of 4 in the Student ID field in the Payments table. A
foreign key without a primary key reference is called an orphan. Referential integrity prevents you from creating
orphans.
To create relationships:
1. Close all tables and forms. (Right-click on the tab of any Object. A menu appears. Click Close All.)
6. Activate the Tables tab if your relationships will be based on tables, activate the Queries tab if your
relationships will be based on queries, or activate the Both tab if your relationships will be based on both.
7. Double-click each table or query you want to use to build a relationship. The tables appear in the
Relationships window.
8. Click the Close button to close the Show Table dialog box.
9. Drag the Primary table’s primary key over the related table’s foreign key. After you drag the primary key to
the related table’s box, the cursor changes to an arrow. Make sure the arrow points to the foreign key. The
Edit Relationships Dialog box appears.
10. Click the Enforce Referential Integrity checkbox.
11. Click Create. Access creates a one-to-many relationship between the tables.
12. Click the Save button on the Quick Access toolbar to save the relationship.
Tip: When you create a relationship, you can view the related table as a subdatasheet of the primary table.
Open the primary table and click the plus (+) in the far left column. The plus sign turns into a minus (-) sign. If the
Insert Subdatasheet dialog box opens, click the table you want to view as a subdatasheet and then click OK. Access
displays the subdatasheet each time you click the plus sign in the far left column. Click the minus sign to hide the
subdatasheet.
Tip: After a relationship has been created between two tables, you must delete the relationship before you
can make modifications to the fields on which the relationship is based. To delete a relationship:
Tip: When you create a lookup column, Access creates a relationship between the tables.
Lesson 5: Creating Microsoft Access Queries
You can use a query to view a subset of your data or to answer questions about your data. For example, if you want
to view a list of student names and email addresses, but you do not want to see addresses and other data, you can
create a query that displays the student’s first name, last name, and email address only. Alternatively, if you want to
know which students live in DE, you can restrict your list to those students. This lesson teaches you how to create a
query.
Tip: You can also click the Design button in the lower-right corner of the Access window to change to
Design view.
To perform a sort:
1. Open a table or query in Query Design view.
2. Choose the field names you want to retrieve in the order you want to retrieve them.
3. Under the field you want to sort, click the down-arrow and then choose Ascending or Descending.
4. Click the Run button. Access retrieves the columns you chose and displays the rows in the order you
specified.
Sort Multiple Columns in a Query
As you learned in the previous section, you can sort the rows your query returns. You can also create sorts within a
sort. For example, you can sort by state and then within a state, you can sort by last name and then by first name.
You specify the sort in the order you want the sort to occur. If you want to sort by state and then by last name within a
state and then by first name within last name, you enter the sort in the following order: city, last name, first name.
Your sort order may not agree with the order in which you want to display fields. In such a case, you can use fields
that do not display to enter your sort order. To prevent a field from displaying, deselect the Show box on the Show
row.
You use logical operators such as = (equal), <> (not equal), > (greater than), or < (less than) to restrict the records
you retrieve. For example, if you only want to display students who live in DE, enter = "DE" in the State column on
the Criteria line. Access will only retrieve records where the value in the State column is equal to DE. Selection
criteria are not case-sensitive, so Access will retrieve records where the entry is DE, de, De, or dE.
Logical Operators
When using the Like and Not Like criteria, where you place the asterisk(*) or question mark (?) determines the type of
search Access performs. Like "Jo*" finds all records in the field that begin with Jo. It would find Jones, Johnson, and
Jordan. Like "*son" finds all records in the field that end with son. It would find Stevenson, Jackson, and Peterson.
Like "*456*" finds all records that contain 456 anywhere in the field. It would find 456123789, 123456789, and
123789456. The sequence Like "?en" finds all three character field entries where the second and third characters
are en. It would find Ben, Len, and Jen. The sequence Like "Jo?" finds all three character field entries where the first
and second characters are Jo. It would return Joe, Joy, and Jon. The sequence Like "T?m" finds all three character
field entries where the first and third characters are T and m. It would return Tim, Tom, and Tam.
If you place one set of criteria on the Criteria line and the second set of criteria on the Or line, Access will retrieve
records if either criteria are met. For example, you want all records where the State is equal to "DE" or the Last Name
is equal to Smith. You would set the State field to = "DE" and the Last Name field to = "Smith" and you would place
one set of criteria on the Criteria line and the other set of criteria on the Or line. Access will bring back all records
where the state equals DE and all records where the Last Name is equal to Smith no matter what the State is. You
can add additional and and or statements by using the lines below the Or line. For And clauses, place the criteria on
the same line; for Or clauses, place the criteria on separate lines.
1. Open the tables and/or queries you want to use in Query Design view.
2. Choose the field names you want to retrieve in the order you want to retrieve them.
3. Choose the field names you want to sort by in the order you want to sort. Under the fields you want to sort
by, choose Ascending or Descending.
4. Enter your selection criteria, if necessary (Not applicable in this example).
5. Deselect the Show button for columns you do not want to display (Not applicable in this example).
6. Click the Run button. Access retrieves the columns you chose and displays the rows in the order you
specified.
Save a Query
After you create a query, you can save it. You can rerun a saved query at any time. If you change the data on which
the saved query is based, you will see the changes when you rerun the query.
To save a query:
1. Click the Save button on the Quick Access toolbar. Access saves the query unless you are saving for the
first time. If you are saving for the first time, the Save As dialog box appears.
2. Type the name you want to give your query.
3. Click OK. Access saves the query. You can now access the query by using the Navigation pane.
Tip: You can also save by right-clicking a query’s tab and then selecting Save from the menu that
appears. Access saves the query unless you are saving for the first time. If you are saving for the first time, the Save
As dialog box appears. Type the name you want to give the query and then click OK. Access saves the query. You
can now access the query by using the Navigation pane.
Tip: After you have saved a query, you can run it by opening the Navigation pane and then clicking the
name of the query.
Modify a Query
Once created, a query can be modified. Simply open the query in Query Design view and make the changes. You
can add columns, change the sort order, change the criteria, and make other changes.
In Query Design view, the Query Setup group offers several options that can assist you. Use the Insert Rows button
to insert a row in the criteria area. Click anywhere in the row before which you want to insert a new row and then click
the Insert Rows button.
Use the Insert Columns button to insert a column. Click anywhere in the column before which you want to insert
a column and then click the Insert Column button .
Use the Delete Rows button to delete a row in the criteria area. Click anywhere in the row you want to delete
and then click the Delete Row button.
Use the Delete Columns button to delete a column. Click anywhere in the column you want to delete and then
To create a table:
1. Open the table or query on which you want to base your new table on in Query Design view.
2. Enter the criteria on which you want to base your new table.
3. Click the Make Table button. The Make Table dialog box appears.
4. Type the name you want to give your new table.
5. Click OK.
6. Click Run. You see the following prompt.
7. Click Yes.
8. Close the query. (Right-click the query’s tab and then click Close.)
9. Double-click the new table’s name in the Navigation pane to view the new table.
Access forms are much like paper forms: you can use them to enter, edit, or display data. They are based on tables.
When using a form, you can choose the format, the arrangement, and which fields you want to display. This lesson
teaches you how to create forms.
Using the Form Button
Access can automatically create several types of forms. For example, when you click the Form button on the Create
tab, Access places all fields in the selected table on a form. If the table has a one-to-many relationship with one other
table or query, Access creates a stacked form (the records are displayed in a column) for the primary table and a
datasheet for the related table. If there are several tables with a one-to-many relationship, Access does not create the
datasheet.
To create a form:
1 Go to First Record
2 Go to Previous Record
4 Go to Next Record
5 Go to Last Record
Tip: After you create a form, you can save it. You can open a saved form at any time.
To save a form:
1. Click the Save button on the Quick Access toolbar. Access saves the form unless you are saving for the first
time. If you are saving for the first time, the Save As dialog box appears.
2. Type the name you want to give the form.
3. Click OK. Access saves the form. You can now access the form by using the Navigation pane.
You can also save by right-clicking a form’s tab and then selecting Save from the menu that appears. Access saves
the form unless you are saving for the first time. If you are saving for the first time, the Save As dialog box appears.
Type the name you want to give the form and then click OK. Access saves the form. You can now access the form by
using the Navigation pane.
Modify a Form
After you create a form, it opens in Layout view, where you can modify it.
1. Click a side of the field and drag to change the width of the field.
2. Click the top or bottom of a field and drag to change the height of a field.
To move a datasheet:
To resize a datasheet:
To apply an AutoFormat:
The AutoFormat option on the Format tab enables you to apply formats quickly, such as background colors, field
colors, field label colors, and fonts.
When you create a form, by default, Access uses the form name as the title. You can change the title.
You can easily add the date and time to your form.
You can use options on the Format tab to manually apply individual formats to your report. However, before you can
apply a format to a field or field label, you must select it. To select a field or field label, click it. To select multiple
items, hold down the Shift key and then click each item you want to select. A box surrounds selected items.
Change to percent.
Add gridlines.
Add a logo.
Reports organize and summarize data for viewing online or for printing. A detail report displays
all of the selected records. You can include summary data such as totals, counts, and percentages
in a detail report. A summary report does not list the selected records but instead summarizes the
data and presents totals, counts, percentages, or other summary data only. Access has several
report generation tools that you can use to create both detail and summary reports quickly. This
lesson teaches you how to create reports.
The Report button creates a simple report that lists the records in the selected table or query in a
columnar format.
1. Click the Save button on the Quick Access toolbar. Access saves the report unless you are saving
for the first time. If you are saving for the first time, the Save As dialog box appears.
2. Type the name you want to give your report.
3. Click OK. Access saves the report. You can now access the report by using the Navigation pane.
As with other objects, you can also save a report by right-clicking the reports tab and selecting
Save. Saved reports appear in the Navigation pane.
Tip: Reports created by using the Report button are plain and simple. The Modify a
Report section of this lesson teaches you how to customize a report to meet your needs.
Tip: Access reports created simply by using the Report button have several sections.
They are detailed in the following table.
Sections of a Report
You can also use the Report Wizard to create a report. The Report Wizard provides you with
more flexibility than you get by using the Report button. You can choose the tables and fields,
group the data, sort the data, summarize the data, choose a layout and orientation, apply a style,
and title your report. Follow the steps shown here to create a report by using the Report Wizard:
When using the Report Wizard, you can use fields from multiple tables and/or queries if the
tables/queries have a relationship.
1. Click the down-arrow next to the Table/Queries field and then click the table from which you
want to select fields.
2. Click a field and then click the single-right arrow to select a single field, click the double-right
arrows to select all fields, click a field and then click the single-left arrow to deselect a single
field, or click the double-left arrow to deselect all fields.
3. Repeat steps 1 and 2 for each table from which you want to select fields.
4. Click Next. The Report Wizard moves to the next page.
Group
When using the Report Wizard, you can group data. Grouping puts all of the values in a field
into a group based on the field’s value. For example, if your data is grouped by the Department
field and the records in the Department field have values such as Administration, Computer
Science, and English. Access will group all of the data for the Administration department
together, all of the data for the Computer Science department together, and all of the data for the
English department together.
1. Click to select the field by which you want to group your data. You may not see this page of the
wizard if you are selecting data from a single table.
2. Click Next. The Report Wizard moves to the next page.
3. Click a field you want to group by.
4. Click the right-arrow to select a field; click a field and then click the left arrow to deselect a field.
Use the up- and down-arrows to change the order of the groupings. If you are only using one
table, this may be your first opportunity to select a field to group by.
5. Repeat steps 3 and 4 for each field you want to group by.
6. Click Next. The Report Wizard moves to the next page.
By using the Report Wizard, you can create up to four levels of sort. Access sorts the first level,
and then sorts the second level within that sort, and so on. If you have grouped your data, you
can summarize it by displaying the sum, average, and minimum or maximum value for each
numeric field. You can choose to have your report display just the summary data or each detail
line and the summary data. There is also an option that allows you to display the percent the sum
of each group is of the grand total. All of the fields in your report may not fit on a single page.
You can have Access automatically adjust the size of the font so that every field fits.
1. Click the down-arrow and then select the field you want to sort by.
2. Click the button to choose ascending or descending order. Clicking the button toggles between
Ascending and Descending. You can sort up to four levels.
3. Click the Summary Options button. The Summary Options window appears.
4. Click to select the summary data you want.
5. Click to select whether you want detail and summary data or if you want summary data only.
6. Click if you want to calculate the percent to the total for sums.
7. Click OK. The Summary Options window closes.
8. Click Next. The Report Wizard moves to the next page.
You can choose the layout and orientation of your report. The layout determines where each field
appears on the page. Access provides three options to choose from: Stepped, Block, and Outline.
When you choose an option, the left side of the window displays a graphic of the layout.
Orientation determines whether Access creates the report in portrait or landscape. Most paper,
such as paper sized 8 1/2 by 11, is longer on one edge than it is on the other. If you print in
Portrait, the shortest edge of the paper becomes the top of the page. Portrait is the default option.
If you print Landscape, the longest edge of the paper becomes the top of the page.
A style is a set of formats consisting of such things as background colors, fonts, font colors, and
font sizes. Access supplies predesigned styles that format titles, labels, and more. When you
choose a style, the left side of the window displays a preview.
Create a title
On the final page of the Report Wizard, you can title your report. The title appears at the top of
the report and on the Navigation pane.
1. Type the title you want to give the report.
2. Click Finish. Access creates, saves, and opens your report in Layout view.
Tip: Reports created with the Report Wizard may have the following two sections in
addition to the sections found in reports created by using the Report button.
Sections of a Report
Modify a Report
After you create a report, you can modify it. You can add groups or sorts, add fields, change
labels, and perform many other tasks.
You can view a report in Report view, Layout view, Design view, and Print Preview. You can
modify a report in Layout view or Design view. In Layout view, you can see your data, and the
report you see closely resembles how your report will look when you print it. You can make
most, but not all, changes to your report in Layout view. Design view displays the structure of
your report. In this view you cannot see the underlying data, but you can perform some tasks in
Design view that you cannot perform in Layout view. This tutorial focuses on Layout view.
If the data in a field or label seems crowded, if some of the data in the field or label does not
appear, or if the data appears as pound signs (####), the field or label is too small.
To change the size of a field or label:
Tip: Incidentally, if you want to change the height of records, click the top or bottom of
a field border and drag upward or downward.
When you create a report by clicking the Report button, you are not given options that enable
you to group or sort. You can use the Group & Sort button on the Format tab to create a group or
sort. When you create a report by using the Report Wizard, you can use the Group & Sort button
to add or modify a group or sort.
To Group or Sort:
4. Click Add A Group and then select the field by which you want to group. Access groups and sorts
the field.
Add a sort
5. Click Add A Sort and then select the field on which you want to sort. Access sorts the field.
Groups and sorts display in the Group, Sort, and Total pane in levels. Access performs the
highest-level group or sort first, the second level next, and so on.
After you have added a group or sort, you can set several options by clicking the More button
and then clicking the down-arrow next to each option and making your choices.
Option Description
Sort order Use these options to choose
With A on top from ascending or descending
From smallest to largest order.
From oldest to newest
Group interval Set how you want to group. For
example, if you want to group
by the first letter of the last
name so that all As are together,
all Bs are together. etc., you can
select By First Character.
Totals Select the field you want to total
on and the type of total you
want. Your total can be a sum,
average, count, etc. You can
also choose whether you want to
show a grand total, totals as a
percentage of a grand total,
display totals in the header, or
display totals in the footer.
Title Allows you to add or change the
field label.
With or without a header Group headers precede each
section group. This option allows you to
determine whether you want a
header section.
With or without a footer Group footers are printed at the
section bottom of each group. This
option allows you to determine
whether you want a footer
section.
Keep group together Use these options to determine
where a page break will occur
when you print:
Do not keep group together on
one page. This option allows
page breaks within a group.
Keep whole group together on
one page. This option prevents
page breaks within a group.
Keep header and first record
together on one page. This
option prevents a header from
printing at the bottom of a page
with no records.
There are three buttons on the right side of the Group, Sort, and Total pane. If you want to delete
a group or sort, click the group or sort you want to delete and then click the Delete button.
Groups and sorts execute in the order they are listed in the Group, Sort, and Total pane. If you
want to change the order of execution, click the group or sort you want to move up or down and
then click the Move Up or Move Down button to move a group or sort up or down a level.
To add a field:
1. Open your report in Layout view.
2. Activate the Format tab.
3. Click the Add Existing Fields button in the Controls group. The Field List pane appears.
4. Click Show All Tables if the field you want to add does not appear.
5. Click the field you want to add and drag it onto your report. A thick line appears on the report.
Access places the field before the line. If you want the field to appear in the detail area, be sure
to drag it to the detail area.
To delete a field:
To move a column:
To change a title:
To change margins:
3. Click the Date and Time button in the Controls group. The Date and Time dialog box
appears.
4. Deselect the Include Date box if you do not wish to include the date.
5. Click to select a format if you are including the date.
6. Deselect the Include Time box if you do not wish to include the time.
7. Click to select a format if you are including the time.
8. Click OK. Access places the date and/or time in your report.
Apply an AutoFormat
You can use the AutoFormat option on the Format tab to apply formats such as background
colors, fonts, and font sizes quickly.
To apply an AutoFormat:
You can use options on the Format tab to manually apply formats to your report. However,
before you can apply a format to a field or field label, you must select the field or field label by
clicking it. To select multiple items, hold down the Shift key and then click each item you want
to select. A box surrounds selected items.
Add a title.
Tip: After you modify your report, you must save it if you want to keep the changes.
To save, click the Save button on the Quick Access toolbar or right-click the report’s tab and
then click Save.
In Access, the easiest way to create a mailing label is to use the Label Wizard. The Label Wizard
extracts name and address data from your database and formats it so you can print it on
commercially available labels.
Each time you view or print labels, the data are extracted from the database, so as you update
your database, Access updates your labels.
To create labels:
Most commercially available labels have a product number. You should be able to find the
number on the box. You use the product number to tell Access the dimensions of your labels and
the number of columns and rows that are on a page.
A font is a set of characters (text) represented in a single typeface. Each character within a font is
created by using the same basic style. The Label Wizard has options that allow you to select a
font, font size, weight, and color. You can also choose to italicize or underline the text in your
labels.
1. Click the down-arrow next to the Font Name field and then select the font. A preview appears in
the Sample box.
2. Click the down-arrow next to the Font Size field and then select the font size. A preview appears
in the Sample box.
3. Click the down-arrow next to the Font Weight field and then select the font weight. A preview
appears in the Sample box.
4. Click the button next to the Text Color field and then select a color you want your text to have. A
preview appears in the Sample box.
5. Click the Italic box if you want to italicize. A preview appears in the Sample box.
6. Click the Underline box if you want to underline. A preview appears in the Sample box.
7. Click Next. The Label Wizard moves to the next page.
Create a layout
You create the layout of your labels by selecting fields and placing them in the Prototype Label
box. You type any text or spaces that you want to appear on your label.
1. Click a field name and then click the right-arrow to place the field on the prototype label.
2. Press the spacebar to leave spaces.
3. Press the Enter key to move to a new line.
4. Type any text you want to appear on the label.
5. Click Next. The Label Wizard moves to the next page.
Sort
When creating labels, you can sort on any field and you can have multiple levels of sort. For
example, you can sort by last name and then by first name.
1. Click to choose the fields you want to sort by. Click the single right-arrow to select a single field,
click the double right-arrow to select all fields, click the single left-arrow to deselect a single
field, click the double left-arrow to deselect all fields.
2. Click Next. The Label Wizard moves to the next page.
1. Type a title for your report. The title will appear in the Navigation pane.
2. Click Finish. Access displays the labels in Print Preview.
Tip: When you complete your labels you may get the following message.
When printing mailing labels, you can usually ignore this message. Click the Show Help button
to read the following:
This message may be the result of using a report created with the
Label Wizard. This error message is commonly encountered when
printing to label pages that have three or more labels per row.
Usually this message can be ignored.
If you do need to change the layout, try one or both of the
following:
Note that page size is dependent on the printer and the physical
size of the paper you are printing to. In some cases it is necessary
to rotate the page orientation from portrait to landscape to
accommodate the selected print width.
Tip: When you view labels in Report view, they may appear in a single column. To see
how your labels will appear when printed, use Print Preview.
Print a Report
Often, the people who use Access data only see a printed report. In Print Preview, you can see
exactly how your report will look when printed, you can make changes to it, and you can print it.
To print, click the Print button in the Print group. The Print dialog box opens and you can select
your print options.
Tip: To view a report online, use Report view. Open your report. Activate the Home
tab. Click the down-arrow under the View button. Click Report view. Your report displays in
Report view.
PowerPoint is a presentation software package. With PowerPoint, you can easily create slide shows. Trainers and
other presenters use slide shows to illustrate their presentations.
This lesson introduces you to the PowerPoint window. You use the window to interact with the software. To begin,
open PowerPoint 2007. The window appears and your screen looks similar to the one shown.
Note: Your screen will probably not look exactly like the screen shown. In PowerPoint 2007, how a window displays
depends on the size of the window, the size of your monitor, and the resolution to which your monitor is set.
Resolution determines how much information your computer monitor can display. If you use a low resolution, less
information fits on your screen, but the size of your text and images are larger. If you use a high resolution, more
information fits on your screen, but the size of the text and images are smaller. Also, settings in PowerPoint 2007,
Windows Vista, and Windows XP allow you to change the color and style of your windows.
The Microsoft Office Button
In the upper-left corner is the Microsoft Office button. When you click the button, a menu appears. You can use the
menu to create a new file, open an existing file, save a file, and perform many other tasks.
Next to the Microsoft Office button is the Quick Access toolbar. The Quick Access toolbar provides you with access to
commands you frequently use. By default, Save, Undo, and Redo appear on the Quick Access toolbar. You use Save
to save your file, Undo to rollback an action you have taken, and Redo to reapply an action you have rolled back.
The Ribbon
1 Tabs
2 Command Group
3 Command Buttons
4 Launcher
You use commands to tell PowerPoint what to do. In PowerPoint 2007, you use the Ribbon to issue commands. The
Ribbon is located near the top of the PowerPoint window, below the Quick Access toolbar. At the top of the Ribbon
are several tabs; clicking a tab displays several related command groups. Within each group are related command
buttons. You click buttons to issue commands or to access menus and dialog boxes. You may also find a dialog box
launcher in the bottom-right corner of a group. When you click the dialog box launcher, a dialog box makes additional
commands available.
Rulers
Rulers are vertical and horizontal guides. You use them to determine where you want to place an object. If the rulers
do not display in your PowerPoint window:
1 Slide
2 Placeholders
3 Notes
Slides appear in the center of the window. You create your presentation on slides.
Placeholders hold the objects in your slide. You can use placeholders to hold text, clip art, charts, and more.
You can use the notes area to creates notes to yourself. You can refer to these notes as you give your presentation.
5 Zoom
The Status bar generally appears at the bottom of the window. The Status bar displays the number of the slide that is
currently displayed, the total number of slides, and the name of the design template in use or the name of the
background.
The Outline tab displays the text contained in your presentation. The Slides tab displays a thumbnail of all your slides.
You click the thumbnail to view the slide in the Slide pane.
The View buttons appear near the bottom of the screen. You use the View buttons to change between Normal view,
Slider Sorter view, and the Slide Show view.
Normal View
Normal view splits your screen into three major sections: the Outline and Slides tabs, the Slide pane, and
the Notes area. The Outline and Slides tabs are on the left side of your window. They enable you to shift
between two different ways of viewing your slides. The Slides tab shows thumbnails of your slides. The
Outline tab shows the text on your slides. The Slide pane is located in the center of your window. The Slide
pane shows a large view of the slide on which you are currently working. The Notes area appears below the
Slide pane. You can type notes to yourself on the Notes area.
Slide Sorter view shows thumbnails of all your slides. In Slide Sorter view, you can easily add, delete, or
change their order of your slides.
Slide Show
Use the Slide Show view when you want to view your slides, as they will look in your final presentation.
When in Slide Show view:
Zoom allows you to zoom in and zoom out on the window. Zooming in makes the window
larger so you focus in on an object. Zooming out makes the window smaller so you can see the entire window.
You can click and drag the vertical and horizontal splitter bars to change the size of your panes.
You use the Minimize button to remove a window from view. While a window is minimized, its title appears on the
taskbar. You click the Maximize button to cause a window to fill the screen. After you maximize a window,
clicking the Restore button returns the window to its former smaller size. You click the Close button to exit the
window and close the program.
You create your PowerPoint presentation on slides. You use layouts to organize the content on each slide.
PowerPoint has several slide layouts from which to choose.
Themes are sets of colors, fonts, and special effects. Backgrounds add a colored background to your slides. You can
add themes and backgrounds to your slides. After you complete your slides, you can run your presentation.
Click and type the title of your presentation in the "Click to add title" area.
Click and type a subtitle in the "Click to add subtitle" area.
If you do not wish to use the title slide, click the Delete Slide button in the Slides group on the Home tab.
EXERCISE 1
2. Enter the information shown here. Type College Scholarships and Financial Aid in the Click to Add Title
text box. Type Paying for College in the Click to Add Subtitle text box.
Create New Slides
After completing your title slide, you can create additional slides. To create a new slide:
2. Click the New Slide button in the Slides group. The Office Theme dialog box appears and displays
several layout templates.
3. Click the layout you want. The layout appears in the Slide pane of the PowerPoint window.
Right-click the slide layout. A menu appears. Click Layout and then click the layout you want.
Choose the Home tab, click the New Slide button , and then choose the slide layout you want.
EXERCISE 2
4. Enter the information shown here. Type Here is what to do: (including the colon) in the Click to Add Title
text box. Type the bulleted text in the Content text box.
Create an Outline
If you need to present the information in your slide in outline form, you can easily create an outline by using the
2. Click the New Slide button in the Slides group. The Office Theme dialog box appears.
3. Click the Title and Content layout.
4. Enter the information shown here. Click the Increase List Level button in the Paragraph group to indent
the bullets for Stafford Loans and PLUS Loans. If you ever need to decrease an indent, use the Decrease
2. Click the New Slide button in the Slides group. The Office Theme dialog box appears.
3. Click the Two Content layout.
4. Enter the information shown here.
1. Place the mouse pointer at the point at which you would like to add text.
2. Type the information you want to add.
You can use the Backspace key to delete text. You can also delete text by highlighting the text and pressing the
Delete key.
Apply a Theme
A theme is a set of colors, fonts, and special effects. Themes provide attractive backgrounds for your PowerPoint
slides.
1. Click the Slides tab, located on the left side of the window.
2. Hold down the Ctrl key and then click to select the slides to which you want to apply a theme.
3. Choose the Design tab.
4. Click the More button in the Themes group.
5. Right-click the theme you want to apply. A menu appears.
6. Click Apply to Selected Slides. Excel applies the theme to the slides you selected.
EXERCISE 3
Apply a Theme
Add a Background
Task Procedure
Go to the next slide. Do one of the following:
End the slide show and return to Press the Esc key.
PowerPoint.
EXERCISE 4
Animations control how objects move onto, off of, and around your slides. Transitions control how your presentation
moves from one slide to the next. This lesson teaches you how to create animations and transitions. It also teaches
how to spell-check your document, how to use the Outline and Slides tabs, how to use Sorter view, and how to print.
Add Animations
You can animate the objects on your PowerPoint slides. PowerPoint provides four types of animations: Entrance,
Emphasis, Exit, and Motion Paths. An Entrance animation determines the manner in which an object appears on a
slide; for example, an object can move onto a slide. An Emphasis animation does something to draw attention to an
object; for example, the object can become larger. An Exit animation determines the manner in which an object
leaves a slide; for example, an object can move off a slide. A Motion Paths animation determines how an object
moves around a slide; for example, an object can move from left to right.
After you add an animation, you can use the Custom Animation pane to modify it by choosing an effect. Choosing an
effect enables you to define what starts the animation, its properties (such the direction from which an object moves
onto the slide), and control the speed of the animation. In addition, you can have an animation start when you click
the mouse, start along with the previous animation, or start at a specified time after the previous animation.
If the Auto Preview box is checked on the Custom Animation pane, PowerPoint provides you with preview of your
animation after you create it and each time you modify it. You can also use the Play button on the Custom
Animation pane to preview an animation.
To choose an effect:
3. Click the Custom Animation button . The Custom Animation pane appears.
4. Click the Add Effect button . A menu appears.
5. Choose the type of effect you want. A submenu appears.
6. Click the effect you want. PowerPoint applies the effect.
To modify an effect:
1. Click the down arrow next to the Start field on the Custom Animations pane and then select the start method
you want.
2. Click the down arrow next to the Property field on the Custom Animations pane and the select the property
you want. The Property field might be labeled Direction, Size, or some other property.
3. Click the down arrow next to the Speed field on the Custom Animations pane and then select the speed you
want to apply to your animation.
To preview the animation, click the Play button on the Custom Animations pane.
EXERCISE 1
4. Click the Custom Animation button . The Custom Animation pane appears.
5. Click the Add Effect button . A menu appears.
6. Choose Entrance. A submenu appears.
7. Click Fly In. PowerPoint applies the effect. If the Auto preview box is checked, PowerPoint automatically
provides you with a preview of the animation.
1. Click the down arrow next to the Start field and then select After Previous.
2. Click the down arrow next to the Direction field and then select From Bottom.
3. Click the down arrow next to the Speed field and then select Medium.
1. Click the down arrow next to the Start field and then select After Previous. The Apply for Financial Aid field
appears in the center of the Custom Animation pane.
2. Click the down arrow next to the Apply for Financial Aid field and then click Timing. The Fly In dialog box
appears.
3. Type 0.05 in the Delay text box.
4. Click OK.
5. Click the down arrow next to the Direction field and then select From Bottom.
6. Click the down arrow next to the Speed field and then select Medium. If the Auto preview box is checked,
PowerPoint automatically provides you with a preview of the animation. You can click the Play button
on the Custom Animation pane at anytime to preview an animation.
Add Transitions
Transitions determine how your presentations move from one slide to the next. For example, a slide can move up
onto the screen and replace the previous slide. PowerPoint provides several transition methods. You can add sound
to a transition and you can control its speed. You can apply a transition to selected slides or to all of the slides in your
presentation.
A transition can occur when the presenter clicks the mouse or after the amount of time you specify.
1. On the Slides tab, hold down the Ctrl key and then click the slides to which you want to apply the transition.
2. Choose the Animations tab.
3. Click the More button in the Transition to this Slide group. A menu of transitions appears.
4. Click the transition you want to apply. PowerPoint applies the transition. As you roll your pointer over each
transition, PowerPoint provides you with a live preview of the transition.
4. Click the Apply to All button in the Transition to This Slide group.
If you want the transition to occur after the presenter clicks the mouse, check the On Mouse Click check box. If you
want a transition to occur after a specified period of time, check the Automatically After check box and then specify
the amount of time you want to elapse before the transition occurs. The On Mouse Click check box and the
Automatically After check box are both located on the Animations tab in the Transition to This Slide group.
EXERCISE 2
Add Transitions
3. Click the Push Up transition. As you roll your pointer over each transition, PowerPoint provides you with a
live preview of the transition.
1. Click the down arrow next to the Transition Sound field and then click Click.
2. Click the down arrow next to the Transition Speed field and then click Slow.
Advance Slide
4. Click the Apply to All button . PowerPoint applies all of your changes to all of the slides.
5. Click Slide 1 on the Slides tab.
6. Type 00:03 in the Automatically After text box. PowerPoint changes the timing for Slide 1.
Spell Check
PowerPoint checks your spelling as you type and displays errors with a red wavy line under the misspelled word. You
can right-click and then select the correct spelling from the list of offerings on the menu that appears or select
Spelling to open the Spelling dialog box. If you need to, you can initiate a spell check anytime you like. To start a spell
check, do one of the following:
Press F7.
Choose the Review tab and then click the Spelling button .
If the spell check finds a possible spelling error, the Spelling dialog box opens with the spelling error highlighted. You
can respond in several ways.
Response Procedure
EXERCISE 3
Spell Check
1. Press F7
2. Correct any spelling errors PowerPoint finds. If PowerPoint does not find any errors, the Spelling Check is
Complete message box appears. Click OK.
EXERCISE 4
Choose the View tab and then click the Slide Sorter button in the Presentation Views group.
Click the Slide Sorter button in the bottom-right corner of the PowerPoint window.
Print
PowerPoint provides you with many printing options. You can print a large view of your slides or you can print your
slides as handouts with 1, 2, 3, 4, 6, or 9 slides per page. You can also print your Notes pages or the Outline view of
your slides.
To print:
EXERCISE 6
Print an Outline
1. Click the Microsoft Office button. A menu appears.
2. Choose Print.
3. Click Print Preview. The Print Preview tab appears.
4. Click the down arrow next to the Print What field in the Page Setup group and then select Outline View.
5. Click the Print button . The Print dialog box appears.
6. Click the down arrow next to the Color/Grayscale field to select whether you want your slides to print in
color, grayscale, or black and white. If you are using a black and white printer, choose black and white. You
will use less ink or toner.
7. Set the other print settings.
8. Click OK. Your outline prints.
Operating systems control the functions performed by a computer. For example, the operating system on your
computer controls the input from the keyboard and mouse to your computer, the opening and closing of programs,
the transfer of information to a printer, the organization of the files on your computer, and the screen display. To
function, every computer must have an operating system. Windows Vista is an operating system. It was released by
the Microsoft Corporation in late 2006.
Windows Vista comes in several versions: Home Basic, Home Premium, Business, Ultimate, and Enterprise. The
features available to you depend on the version of Windows Vista you have.
Windows Vista Enterprise is for large global organizations and is only available to organizations with desktops
covered by Software Assurance agreements or organizations with a Microsoft Enterprise Agreement that includes the
Windows desktop component.
Windows Vista Home Basic is the entry-level edition. Geared toward home computer users, Home Basic has features
that allow you to search your computer, search the Web, browse the Internet, view photos, send and retrieve e-mail,
and set parental controls. Windows Defender and Windows Firewall are included with Windows Vista Home Basic.
Windows Defender helps protect your computer from spyware. Spyware is malicious software you install on your
computer inadvertently or is put on your computer without your consent. Windows Firewall helps protect your
computer from malicious software and unauthorized access to your computer.
Windows Vista Home Premium has most of the features found in Windows Vista Home Basic plus additional features
such as Aero, Windows Media Center, Windows Meeting Space, Windows Mobility Center, Windows SideShow, and
Tablet PC support. Windows Aero features translucent windows and smooth animations, including the capability to do
three-dimensional flips through open windows. It also provides a thumbnail preview of the contents of open windows
when you pause your mouse pointer over the window’s identifier on the taskbar or Alt-Tab through windows. With
Windows Media Center, you can record and watch TV shows, listen to Internet and FM radio, view home movies,
create slide shows, and burn CDs or DVDs. You can use Windows Meeting Space to set up meetings in which you
can share documents, programs, or your desktop with others. Windows Mobility Center provides a convenient
location for you to adjust the settings for your mobile PC. With Windows SideShow, you can send information from
your computer to other devices such as mobile phones, hand-held computers, and TVs. A tablet PC is a mobile
computer that you can interact with by writing on the screen or by using your finger or a pen. You can use Windows
Vista Premium with a tablet PC.
Windows Vista Business is designed for small businesses. It is simple to use and has mechanisms that protect your
information from unauthorized viewing.
Windows Ultimate includes all the features of Windows Vista Home Premium and Windows Vista Business and has
extra features such as DreamScene, Language Packs, and BitLocker Drive Encryption. With DreamScene, you can
use full-motion video as your wallpaper. Language packs allow you to install multiple languages on a single PC.
BitLocker Drive Encryption encrypts your data to protect it from unauthorized viewing.
What is a desktop?
If you are using Windows Vista, after you start your computer the first thing you see is the desktop. The desktop is
your work area.
The following table explains the various features of the Windows Vista desktop.
Feature Explanation
Taskbar By default, the taskbar is located on the
bottom edge of the desktop. You can click the
taskbar and drag it to other locations. The
Start button, active program buttons, icons for
quick access to programs, and the notification
area are located on the taskbar.
Recycle Bin When you delete an object, Windows Vista
sends it to the Recycle Bin. You can restore
objects from the Recycle Bin or you can
permanently delete them.
Shortcut icon Icons with an arrow in the lower-left corner are
shortcut icons. Click the icon for quick access
to the object it represents (program,
document, printer, and so on).
Program, folder, and Program, folder, and document icons do not
document icons have an arrow in the lower-left corner. These
icons represent the actual objects and provide
direct access to the objects. Be careful: When
you delete a program, folder, or document
icon, you are deleting the actual program,
folder, or document.
Sidebar The default placement for the Windows Vista
sidebar is along the right side of your desktop.
You can use the sidebar to display gadgets.
Gadgets are small programs with which you
can display a clock, post notes, track stocks,
or perform other miscellaneous tasks.
The taskbar is a long bar that by default runs along the bottom of your desktop. The Start button, Quick Launch
toolbar, active program buttons, and the notification area are located on the taskbar.
You click the Start button to display the Start menu. You use the Start menu to open programs and to perform other
functions such as searching for files.
On the taskbar, right next to the Start button is the Quick Launch toolbar. Using the Quick Launch toolbar, you can
open a program or file simply by clicking its icon. To add an icon to the Quick Launch toolbar:
Two icons appear on the Quick Launch toolbar by default: the Show Desktop icon and the Switch between Windows
icon. You can display the desktop by clicking the Show Desktop icon. You can use the Switch between Windows icon
to display all open windows in 3D flip if your version of windows has Aero or you can use the Switch between
Windows icon to tab through open windows if your version of Vista does not have Aero.
When using Vista, each program, document, or other type of file opens in its own window. You can have multiple
programs, documents, and files open at a given time. A button for each open program, file, or document window
displays on the taskbar. You can quickly move from one open file to another open file by clicking the files button. If
you have a large number of files open, Vista may group all files of a given type together. For example, if you have
several Microsoft Word documents open, Vista may group them together. When you click the button for Microsoft
Word, Vista displays a menu of open Word files. You can click the document you want to open.
The notification area is located on the right side of the task bar. It displays several icons and the current time. The
icons that display depend on the way in which your computer is configured. You can move your mouse pointer over
an icon to see the current settings for the option the icon represents. In many cases, you can click the icon to change
the settings. For example, the Volume icon is located in the notification area. When you pause your over the Volume
icon the volume setting for the speakers on your computer appears. You can click the icon to adjust the volume.
When you finish working with your computer, you should put your computer in sleep mode:
1. Click the Start button. The Start menu appears.
2. Click the Power button. Vista puts your computer in the sleep mode.
When you click the Power button, Vista saves all of your work, turns off the display screen, and puts your computer in
sleep mode. To indicate that your computer is in sleep mode, some of the lights on your computer may blink and/or
change color.
In sleep mode, your computer consumes very little electricity. When you need to use your computer again, you can
press your computer’s power-on switch to resume work quickly. Instead of shutting your computer down when you
are not using your computer, you should put your computer in sleep mode.
I am using a laptop. Won’t putting my computer in sleep mode drain my computer’s battery?
A sleeping computer uses very little energy. Microsoft, the maker of Windows Vista, recommends that you put your
computer, whether a desktop or a laptop, in sleep mode when you are not using it. A sleeping computer should not
drain your computer’s battery. However, if your power becomes dangerously low, Vista saves your work to your hard
drive and then shuts your computer down.
Generally, when you are not using your computer, you should put your computer in sleep mode. However, if you are
making changes to your computer hardware, such as installing memory or adding a hard drive, you should shut your
computer down. You may also need to shut your computer down when you add hardware to your system, such as a
new printer.
When you need to restart your computer, press your computer’s power-on switch.
What is a program?
You use programs, also referred to as software, to perform tasks when using a computer. For example, if you want to
use your computer to write a letter, you can use a word-processing program such as Microsoft Word. If you want to
keep accounting records, you can use an accounting program such as QuickBooks.
To start a program:
1. Click the Start button, located in the lower-left corner of your screen. A menu showing the programs you use
most frequently appears on the left, and commonly performed tasks appear on the right.
2. Click the program you want to open. Vista starts the program.
After you click the Start button, a search box appears just above it. You can use the search box to locate programs or
anything else that is located on your computer, including documents that contain the word you type. Type the name
of the program, e-mail, file, or whatever you are looking for in the Search box. Vista searches your computer. The
results of the search appear on the Start menu. When you see the program you are looking for, you can click the
program name to open the program.
Note: You may not be able to view all of your programs on the screen at one time. Click and drag the scrollbar up or
down to change which programs are in view.
You can customize the Start menu to suit your personal style. If you right-click the Start menu, a context menu
appears (a context menu performs an action related specifically to the object you click). You can click an option on
the context menu to perform all of the actions discussed in the next several questions.
How do I add a program to the first page of the Start menu?
How do I remove a program from the first page of the Start menu?
If the program is located below the horizontal line, right-click the program name and then click Remove from This List.
How do I copy an item that is located on the Start menu or the Program menu?
You can paste the copy to your desktop to create a desktop shortcut.
You can use the Vista Search feature to locate documents, folders, pictures, music, and e-mails that are located on
your computer. You can also use the Vista Search feature to locate a document that includes a particular word or
phrase. When you click Search on the Start menu, the Search window appears. A search field is located in the upper-
right corner of the window. In the search field, type the name of the file or folder you are looking for, the date it was
last modified, or even the author of the file. As you type, Vista searches for the file. Vista also provides you with a
several options to narrow your search. You can click All to search everything, E-mail to search e-mail, Document to
search documents, and so on.
By default, vista searches indexed locations. Indexed locations are locations that are stored in your Personal folder.
To close the Search window, click the X in the upper-right corner.
As you work, Windows Vista tracks the files and programs you have used. It lists these files and programs on the
Most Recently Used Document list. To view the list:
To open a file listed on the Most Recently Used Document list, click the filename.
How do I set the number of files that display on my Most Recently Used Document list?
Several games are included with Windows Vista. To access the games:
1. Click the Start button, which is located in the lower-left corner of the screen. The Start menu appears.
2. Click Games. The Games Explorer window appears.
3. Double-click the game you want to play. The game starts.
You can use the Date and Time dialog box to change both the date and the time your computer displays.
1. Click the month and year. All of the months of the year display.
2. Click the month you want. Vista changes the month.
1. Click the month and year. All the months of the year appear.
2. Click the year. A list of years appears.
3. Click the year you want. If you do not see the year you want, use the arrow keys on your keyboard to scroll
forward or backward through the list.
4. Click OK.
If you want your computer to automatically adjust for daylight savings time, click the Automatically Adjust Clock for
Daylight Savings Time checkbox.
A USB port is a socket on your computer that allows you to plug devices such as a printer, digital camera, or scanner
into your computer. If your printer can be connected to your computer via a USB port, Vista may be able to
automatically install your printer. To add a network, Bluetooth, or wireless printer:
A desktop shortcut, usually represented by an icon, is a small file that points to a program, folder, document, or
Internet location. Clicking on a shortcut icon takes you directly to the object to which the shortcut points. Shortcut
icons contain a small arrow in their lower-left corner. Shortcuts are merely pointers; deleting a shortcut does not
delete the item to which the shortcut points.
1. Click the icon that precedes the URL on the address bar.
2. Drag the icon to your desk top. Vista creates the shortcut.
Now, when you click on the shortcut, the Web page will open.
You can use the Create Shortcut Wizard to add a shortcut to your desktop.
The name of the desktop shortcut displays below its icon. For example, if you create a shortcut to the program
Microsoft Word, the name Microsoft Word displays below the icon. To rename a shortcut:
I have a shortcut that opens a program on my desktop. How do I add it to the Start menu?
Note: Not all icons can be changed. If you do not see the Change Icon button or if the change icon button is dimmed,
the icon cannot be changed.
Remember, shortcuts have an arrow in the lower-left corner. If the icon you delete does not have an arrow in the
lower-left corner, it is not a shortcut and deleting the icon deletes the object.
What is wallpaper?
Tile Have the image display as tiles across and down the
screen.
Stretch Stretch the image so the image covers the entire screen.
What is a font?
A font is a set of characters represented in a single typeface. Each character within a font is created by using the
same basic style.
Fonts are measured in points. There are 72 points to an inch. The number of points assigned to a font is based on
the distance from the top to the bottom of its longest character.
You must purchase or otherwise obtain the font you want to install. Then:
The Character Map displays the characters available in a selected font. To view the Character Map dialog box:
6. Select a font from the Font field drop-down menu. The characters of the font appear in the boxes in the
center of the window.
7. Click a character box to display an enlarged version of the character.
8. Double-click a character to send the character to the Characters To Copy field.
9. Click Copy. Vista places the character on the Clipboard. You can paste it into other programs.
Note: You can send multiple characters to the Characters to Copy field. Click the Copy button to move the
Characters To Copy field contents to the Clipboard.
What are drives?
Drives are hardware components used to store data. Almost all computers come with at least two drives: a hard drive
(for storing large volumes of data) and a CD or CD/DVD drive (for storing smaller volumes of data that you can easily
transport from one computer to another). The hard drive is typically designated the C:\ drive, and the CD drive is
typically designated the D:\ drive. If you have an additional internal drive, it may be designated the A:\ drive. If your
hard drive is partitioned (divided into several parts) or if you have additional drives, the letters E:\, F:\, G:\, and so on
are assigned.
Folders are used to organize the data stored on your drives. A file is a collection of related information or a
computerized document. The files that make up a program are stored together in their own set of folders. When you
create files, a good idea is to organize them in folders and to store files of a like kind in a single folder. Microsoft
recommends that you store your documents under the Documents folder, your pictures under the Pictures folder, and
your Music under the Music folder.
Vista organizes folders and files in a hierarchical system. The drive is the highest level of the hierarchy. You can put
all of your files on a drive without creating any folders, but that is like putting all of your papers in a file cabinet without
organizing them into folders. It works fine if you have only a few files, but as the number of files increases, there
comes a point at which things are difficult to find. To avoid this, create folders and put related material together in
folders.
A diagram of typical drives and how they are organized is shown here.
At the highest level, you have some folders and perhaps some files. You can open any of the folders and put
additional files and folders into them. This creates a hierarchy.
You use Explorer windows to search for and manage the files on your computer. When you open your Personal
folder or click Documents, Pictures, Music, Games, Computer, or Network on the Start menu, an Explorer window
appears. Explorer windows consist of several parts: the Forward and Back buttons, the Address bar, the Instant
Search box, the Command bar, the Menu bar, the Navigation pane, the File List, the Headings, the Preview pane,
and the Details pane.
N Area N Area
o o
1 Forward and Back 2 Address bar
buttons
3 Instant Search box 4 Command bar
5 Menu bar 6 Navigation
pane
7 File List 8 Headings
9 Preview pane 10 Details pane
Area Description
Forward and Back Buttons You can use the Forward and Back
buttons to move forward and
backward through your searches.
Address Bar The Address bar provides drop-
down menus for the current
navigation path. A navigation path
is the sequence of folders on a
drive that you must open to get to
the file for which you are looking.
The folders are ordered from the
highest to lowest point in the
hierarchy. You can use the
Address bar to move up or down
the navigation path. You can also
use the Address bar to find
recently visited Web sites and prior
searches.
Instant Search Box In the Instant Search box, you can
search for folders and files on your
computer by typing the folder or
filename. You can also use the
Search box to find all documents
that contain a particular word or
phrase or have a specific property.
Command Bar By using the Command bar, you
can perform a variety of tasks
related to managing and organizing
the files on your computer. For
example, you can use the
Command bar to cut, copy, and
paste files.
Menu Bar For the most part, the Menu bar
has the same features as the
Command bar. By using the Menu
bar, you can perform a variety of
tasks that relate to managing and
organizing the files on your
computer. Because the Command
bar and the Menu bar perform
many of the same functions, by
default the Menu bar does not
display. To display the Menu bar,
press the Alt key.
Navigation Pane You can use the Navigation pane
to open a folder. For easy access,
commonly used folders are listed
at the top of the Navigation pane.
File List When you open a folder, Vista lists
the contents of the folder in the File
List.
Headings Headings appear at the top of the
File List. Headings identify the file
properties.
Preview Pane For programs that support this
feature, the Preview pane shows
you the contents of a document
without opening the document.
Details Pane You can use the Details pane to
view, add, and/or change a
document’s properties. Properties
are characteristics that are either
automatically assigned to a file or
assigned to a file by you.
Properties include such things as
the date the file was last modified,
the author, and the document
category.
When you log on to Windows Vista for the first time, you must create an account. Thereafter, you log on to your
computer by clicking the account name. After you create an account, Vista creates a Personal folder for you. Vista
stores the folders you will use most often, such as the Documents, Pictures, and Music folders, under your Personal
folder. Vista gives your Personal folder the same name as your account name. For example, my account name is
Denise Etheridge; Vista named my Personal folder Denise Etheridge. Clicking your Personal folder name opens an
Explorer window. I will use the Personal folder to illustrate how to use an Explorer window.
To open a folder that is located under the Favorite Links area of the Navigation pane, click the folder name. The
contents of the folder appear in the File List.
If the folder you are looking for does not appear under Favorite Links:
1. Click Folders, which is located in the lower-left corner of the Navigation pane. Additional folders appear. The
folders are structured in a hierarchy as they were in Windows XP, which is the previous version of the
Windows operating system.
2. Click the folder you want to open.
To close the Folders area, click the word Folders again. It may have moved to the top of the Navigation pane.
When you open a folder, the folders and files contained in the folder appear in the File List. To open a file, double
click the filename. You can also open the folders that appear in the File List by double-clicking them.
1. Locate the folder in which you want to create the new folder.
2. Click Organize on the Command bar.
3. Click New Folder. Vista creates a new folder.
4. Type a name for the folder.
5. Press Enter. Vista changes the name of the folder.
To search for a file or even for a word that is contained in a file, use the Instant Search box located in the upper-right
corner of your Personal folder:
1. Type what you are searching for in the Instant Search box. As you type, Vista displays the results of the
search in the File List.
2. Double-click a filename to open the file.
1. Click the arrow next to the folder name. A list of the folders in that folder appears.
2. Click the folder you want to open.
You can move up and down the folder hierarchy (path) by clicking folder names.
You can open the folders and execute the searches on the Navigation pane simply by clicking them. If you have a
folder or search you access frequently, you may want to add it to the Navigation pane.
If you use a saved search frequently, you can also add the search to the Navigation pane by clicking and dragging.
By default, the Menu bar does not appear. To temporarily display the Menu bar, press the Alt key. To hide the Menu
bar, press the Alt key again. You can also choose to display the Menu bar permanently.
Views control how Explorer windows display information in the File List. The Views option on the Explorer Command
bar provides the following choices: Extra Large Icons, Large Icons, Medium Icons, Small Icons, List, Details, and
Tiles.
Tiles view and Icon views display icons to represent drives, folders, and the contents of folders. You can
choose from icons that are large, small, or medium in size.
List view displays all of the files and folders without displaying the properties.
Details view displays the filename and associated properties you have selected to display.
1. Click the down-arrow next to Views on the Command bar. A menu appears.
2. Drag the slider to select the view you want.
File properties are pieces of information that are associated with a file. For example, Vista automatically saves the
date and time each time you modify a file. You can also associate properties with a file. For example, you can place
all files associated with sales in a category called sales.
To see a list of the properties you can assign to a file:
You can search for files by entering the property in the Instant Search box. When you click a filename, the file
properties display at the bottom of the Explorer window in the Details pane. To change a property listed in the Details
pane:
What is filtering?
When you filter a folder, you see only the files that have the property for which you are looking. You can filter by any
file property. For example, by using a filter, you can view all the files by selected authors. You can apply multiple
filters to a single folder. To filter:
To remove a filter:
What is stacking?
To show all the files with a particular property together, you use stacking. For example, you can group all the files by
a particular author together.
1. Click the down-arrow next to the property by which you want to stack files. A context menu appears.
2. Click the Stack option at the bottom of the menu. Vista stacks together all the files that have the same
property.
3. Click the Stack icon. Vista expands the stack so you can see the files.
The Computer option enables you to open the Explorer Computer window to view the drives on your computer and
manipulate folders and files. The Explorer Computer window works much like the Personal folder. You can cut, copy,
paste, rename, and delete folders and files. By selecting the Computer option, you can perform many of the functions
you performed by using Windows Explorer in previous versions of the Windows operating system, such as Windows
XP.
Alternatively, you can open the Explorer Computer Window by holding down the Windows Logo key while typing
e (Windows-e).
1. Right-click the file or folder you want to delete. A context menu appears.
2. Click Delete. Vista asks, "Are sure you want to move this file to the Recycle Bin?"
3. Click Yes. Vista places the file or folder in the Recycle Bin.
You can make a copy of a file or folder and place the copy in another location. Placing a file or folder in another
location is a two-step process. First you make the copy and then you paste the copy in the new location. When you
execute a Copy command, Vista stores the information you copied in a storage area called the Clipboard. Refer to
the question “How do I paste a file or folder?” to learn how to paste.
1. Right-click the file or folder you want to copy. A context menu appears.
2. Click Copy. The file or folder is now on the Clipboard.
Cutting enables you to move a file to a new location. Moving a file to a new location is a two-step process. First you
remove the file from its current location by cutting it. Then you paste it in the new location. When you execute a Cut
command, Vista stores the information you cut in a storage area called the Clipboard. Refer to the question “How do I
paste a file or folder?” to learn how to paste.
1. Right-click the file or folder you want to cut. A context menu appears.
2. Click Cut. The file or folder is now on the Clipboard.
Note: Cutting differs from deleting. When you cut a file, the file is placed on the Clipboard. When you delete a file, the
file is sent to the Recycle Bin.
How do I paste a file or folder?
Pasting places information on the Clipboard in the location you specify. To paste a file or folder:
1. After copying or cutting the file, right-click in the File list to which you want to paste. A context menu
appears.
2. Click Paste. Vista pastes the file in the new location.
Computer monitors display images by firing electron beams at a phosphor-coated screen. If the same image stays on
the screen too long, the image may leave a permanent imprint on the screen. Screen savers help prevent this by
providing a constantly changing image.
What is a window?
A window is an area on your desktop within which a Windows-based program runs.
Part Description
Control box Provides a menu that enables you to restore, move,
size, minimize, maximize, or close a window.
Menu bar Displays the program’s menu. You can use the menu to
send commands to the program.
Title bar Displays the name of the current file and the name of
the current program.
Toolbar Displays icons you can click to send commands to the
program. Toolbars generally appear directly below the
menu, but you can drag them and display them along
any of the window borders.
Minimize button Click to temporarily decrease the size of a window or
remove a window from view. While a window is
minimized, its title appears on the taskbar.
Maximize button Click to make the window fill the screen.
Close button Click to exit a window or close a program.
Command bar Displays icons you can click to send commands to the
program.
Border Separates the window from the desktop. Drag a
window’s borders outward to expand it and inward to
contract it.
Status bar Provides information about the status of your program.
Restore button Click to restore a minimized window to its former size.
The scroll box indicates where you are in your document. If the scroll box is at the top of the scrollbar, you are at the
top of the document. If the scroll box is in the center of the scrollbar, you are in the center of the document.
To scroll continuously:
Click the appropriate arrow and hold down the mouse button.
Left-click the scrollbar and hold down the left mouse button until you arrive at the location. For example, if
you want to go to the center of the document, click the center of the scrollbar and hold down the left mouse
button.
Or, drag the scroll box until you arrive at the desired location.
What is an icon?
An icon is a small image. Icons help you execute commands quickly. Commands tell the computer what you want the
computer to do. To execute a command by using an icon, click the icon.
What is a menu?
Menus provide a way for you to send commands to the computer (tell the computer what you want the computer to
do). When you open a window, menu options are listed from left to right on the menu bar, just below the title bar.
When you click a menu item, a drop-down menu appears. Select the command you want to execute from the drop-
down menu. An ellipsis after a drop-down menu item signifies that there are additional options; if you select that
option, a dialog box appears.
In this tutorial and on this Web site, we use the following notation: a key name followed by a hyphen and a letter
means to hold down the key while pressing the letter. For example, "Alt-f" means to hold down the Alt key while
pressing "f" (this opens the File menu in many programs). As another example, holding down the Ctrl key while
pressing "b" (Ctrl-b) bolds selected text in many programs. In some programs, you can assign your own shortcut
keys.
What is a selection?
A selection is a highlighted area on which you can perform a command. For example, if you are using a word-
processing program, you can highlight a word and then execute the Underline command to underline the highlighted
word.
Or
1. Left-click where you want to start your selection.
2. Hold down the Shift key while you use the arrow keys to highlight the area you want.
Note: Typing over highlighted text replaces the old text with the new text you type.
Cut: When you cut something, you delete it from its current location and save it to the Clipboard. Information saved to
the Clipboard stays there until new information is either cut or copied. Each time you execute Cut or Copy, you
replace the old information on the Clipboard with whatever you just cut or copied. While information is on the
Clipboard you can paste it as often as you like.
Copy: Copy is similar to Cut except you do not delete the original item. When you copy something, a copy of the item
is saved to the Clipboard. Information stored on the Clipboard stays there until new information is either cut or copied.
Each time you execute Cut or Copy, you replace the old information on the Clipboard with whatever you just cut or
copied. While information is on the Clipboard you can paste it as often as you like..
Paste: You can place Clipboard information wherever you like. When you execute the Paste command, you place the
information you have cut or copied wherever your cursor is located.
Clipboard: The Clipboard is the storage area for items you have cut or copied. Each time you execute Cut or Copy,
you replace the old information on the Clipboard with whatever you just cut or copied. You can paste Clipboard
information as often as you like, until you replace it with something else.
There are three major methods of cutting, copying, and pasting: using the menu, using keyboard shortcuts, and using
icons. In most programs, they work exactly as described here.
Cut
Paste
1. Place the cursor at the point where you want to place the information that is currently on the Clipboard.
2. Click Edit. A drop-down menu appears.
3. Click Paste.
Copy
Cut
1. Select what you want to cut.
2. Press Ctrl-x.
Paste
1. Place the cursor at the point where you want to place the information that is currently on the Clipboard.
2. Press Ctrl-v.
Copy
Using Icons:
Cut
Paste
1. Place the cursor at the point where you want to place the information that is currently on the Clipboard.
Copy
Note: I use the following convention to indicate a menu path: View > Toolbars. When you see View > Toolbars, it
means choose View from the menu bar and select Toolbars from the drop-down menu.
Format > Font Set the size of the font for the
current selection.
Ctrl-b Format > Font Bold the current selection.
1. Click File, which is located on the menu bar. A drop-down menu appears.
2. Click Save. If you have never saved the file before, the Save As dialog box appears.
3. Click the down-arrow in the Save As Type field and then select the file type you want your file to have.
4. Type the name you want to give your file in the File Name field.
5. Click the Browse button and then use the Explorer window to change folders if needed.
6. Click the Save button.
Field/Icon Entry
Address bar Select the folder to which you want to
save the file.
Instant Search box Search for folders and files on your
computer by typing the filename here.
File Name field Name your file by typing the name in
this field.
Save As Type field Click to open the drop-down box and
select a file type.
Browse Folders button Click to open an Explorer window in
which you can perform all of the
Explorer functions.
Save button Click to save your file.
Cancel button Click if you change your mind and do
not wish to save your file.
You type entries into fields (also referred to as text boxes). For example, in the Save As dialog box, you type the
name you want your file to have in the File Name field.
Fields with a drop-down menu have a small downward-pointing arrow next to them. You click the arrow and a list of
options appears. You select the option you want from the list. You can also open the drop-down menu by holding
down the Alt key and pressing the down-arrow.
You can use the arrow keys to move up and down in a drop-down menu. You can also move to an item by typing the
first few letters of the option.
Checkboxes are another method for selecting options. You click the checkbox to select the item. An X or a check
mark appears in a selected box. You toggle checkboxes on and off by clicking in the box.
What is a slider?
You use a slider to increase or decrease a value. In the illustration, you increase a value by moving the slider toward
the right; you decrease a value by moving the slider toward the left.
What is a spinner?
A spinner is a set of arrows located on the side of a text box. You use the up-arrow to increment a value and the
down-arrow to decrement a value. You can also type the value you want directly into the text box.
Some programs allow you to adjust colors; for example, you can adjust the color of text in some programs. The
Windows color box provides 48 basic colors. You select a color by clicking on that color’s square. You can save 16
custom colors. To create a custom color, expand the window by clicking on the Define Custom Color button. A color
matrix box and a luminosity slider appear. Move the pointer in the color matrix box horizontally to adjust the hue.
Move the pointer vertically to adjust the saturation. Use the luminosity slider to adjust the luminosity. The Hue,
Saturation, Luminosity (HSL) values and Red, Green, Blue (RGB) values display at the bottom of the window. After
you select a color, you can add the color to a Custom Color square by clicking the Add To Custom Colors button.
The Color|Solid box may display two colors. The left side of the box displays the dithered color and the right side of
the box displays a closely related non-dithered color. There are 256 non-dithering colors. Non-dithering colors should
display the same on all computer monitors; consequently, Web