Microsoft Office Tutorials and References
In Depth Information
Planning the Brochure
You’ll complete sections of the brochure for Caitlin using the tools and features of
Microsoft Office 2003 that let you integrate information created in Word, Excel, and Access.
Planning the Brochure
Caitlin has already created a draft of the Lifestyles Home Care brochure in a Word docu-
ment, but she needs to pull in graphics and data from other sources. She asks you to do
this for her.
For hands-on practice of
key tasks in this tutorial,
go to the SAM 2003
Training Companion CD
included with this text.
Figure 2-1 shows Caitlin’s plan for the new brochure. Caitlin would like the company logo
to appear on the first page of the brochure; a list of the company’s services and fees to be
included on the second page of the brochure; and a table showing frequently requested
services to appear on the third page of the brochure. The fourth page does not require
any changes.
Figure 2-1
Caitlin’s plan for the new services brochure
insert Lifestyles
Home Care logo
Page 3:
of commonly
insert list of
services and fees
Page 4:
Lifestyles address
and phone number
Page 2: New
services and fees
Page 1: Cover
insert table
First, Caitlin wants you to insert the company logo on the cover of the brochure. You
can do this by copying and pasting the logo from the letter Caitlin mailed to the hospital
social work departments. Second, Caitlin wants you to insert a table listing the new ser-
vices and fees. Caitlin cannot recall the name of this file, but she knows it’s an Excel file.
Once you find the table, you can copy and paste it into the brochure.
Finally, Caitlin wants you to include a table showing an example of a package of ser-
vices a typical client might request. To create this table, you will need to analyze data
Caitlin has stored in an Excel workbook. You realize the analysis of this data will be easier
if the data is in the form of a table in an Access database, thereby allowing you to use the
more sophisticated analytical tools available in Access. To use Access to analyze the data,
you need to import the Excel data into an Access database. Importing data is different
than the OLE methods you learned about in the first Integration tutorial. Recall that OLE is
used to share data between Office programs. When you import data from one Office pro-
gram to another, you are actually converting the data from its original source program for-
mat to a format that is supported by the destination program, which allows you to use the
destination program’s tools and features to view and manipulate the data in a new way.
Once you have imported data from the Excel workbook into Access, you can create a
query to determine the most requested services, and then export that information as a
table into the brochure. When you export data, it is converted from one program’s format
to another, as in importing. However, when you import, you start in the destination pro-
gram and import from the source program; when you export, you reverse this process—
you start in the source program and export to the destination program.
Your first task is to collect the logo and the list of new services and fees to insert into
the brochure. You’ll use the Office task panes to streamline the process of finding and col-
lecting information from different Office documents.
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