Learn Microsoft Office 2019 - Linda Foulkes - E-Book

Learn Microsoft Office 2019 E-Book

Linda Foulkes

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Beschreibung

Learn Microsoft Office 2019 provides a comprehensive introduction to the latest versions of Microsoft Word, Excel, PowerPoint, Access, and Outlook. With the help of illustrated explanations, this Microsoft Office book will take you through the updated Office 2019 applications and guide you through implementing them using practical examples.
You'll start by exploring the Word 2019 interface and creating professional Word documents using elements such as citations and cover pages, tracking changes, and performing mail merge. You'll then learn how to create impressive PowerPoint presentations and advance to performing calculations and setting up workbooks in Excel 2019, along with discovering its data analysis features. Later chapters will focus on Access 2019, assisting you in everything from organizing a database to constructing advanced queries. You'll then get up to speed with Outlook, covering how to create and manage tasks, as well as how to handle your mail and contacts effortlessly. Finally, you'll find solutions to commonly encountered issues and best practices for streamlining various workplace tasks.
By the end of this book, you'll have learned the essentials of Office business apps and be ready to work with them to boost your productivity.

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Veröffentlichungsjahr: 2020

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Learn Microsoft Office 2019
A comprehensive guide to getting started with Word, PowerPoint, Excel, Access, and Outlook
Linda Foulkes
BIRMINGHAM - MUMBAI

Learn Microsoft Office 2019

Copyright © 2020 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Commissioning Editor: Richa TripathiAcquisition Editor:Karan GuptaContent Development Editor: Ruvika RaoSenior Editor: Afshaan KhanTechnical Editor:Gaurav GalaCopy Editor:Safis EditingProject Coordinator:Francy PuthiryProofreader: Safis EditingIndexer:Rekha NairProduction Designer:Nilesh Mohite

First published: May 2020

Production reference: 1290520

Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.

ISBN 978-1-83921-725-8

www.packt.com

To the memory of my mother, Wendy Foulkes, an expert computer trainer from whom I had the privilege of learning and working. Her passion for end user training was infectious and instilled in me life-long skills of patience, dedication, determination, and confidence. If her life were not taken away so early, we would be coauthoring many books together, but I know that she is proud looking down from above. To my three sons, Chris, JJ, and Matt, as a reminder that you only have one chance at your unique life. Use this valuable gift surrounded by family, love, and a focused passion to move forward through it with contentment. Give yourself a shake as you hit any of life's obstacles, regain a positive outlook, and continue to be the best unique you. You are my everything.

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Contributors

About the author

Linda Foulkes is an L&D trainer at Knights plc. She is also a Microsoft Office Master Trainer, Microsoft Certified Educator, and Microsoft Innovative Expert Educator and Trainer with over 25 years of experience. In 2015, Linda represented South Africa at the Microsoft Global Forum in Redmond. She has certified and coached students who competed at the Microsoft Office Specialist Championships in Texas. She has published five training manuals and courseware for the Microsoft Office Specialist Certification and the ICDL Foundation SA. She has presented at conferences and webinars for SchoolNet SA, hosted TeachMeets and MicrosoftMeets, and developed e-learning paths for the Microsoft Office suite of programs, owing to her interest in e-learning.

I would like to acknowledge the Packt staff, who have displayed nothing but professionalism, coupled with a supportive and collaborative work ethic throughout the various stages of this book. In particular, Karan Gupta (Acquisition Editor), with whom it has been an absolute pleasure working. Karan, thank you for initiating the first contact and going the extra mile for me with professional care to detail and making sure everything was running smoothly across different time zones, being available 24/7; and to Ruvika Rao (Content Development Editor), who has been my right-hand woman, hot on my heels supporting and keeping me in check. Your work ethic is impeccable and I have thoroughly enjoyed my interactions with you. I would also like to thank Prajakta Naik, Richa Tripathi, Aaron Lazar, and my reviewers, Ambarish Tarte and Omprakash Pandey, for their valuable input.

About the reviewers

Ambarish Tarte is a Mumbai-based Microsoft Certified Professional and a globetrotter who conducts corporate training for various corporate giants/multinational companies across the globe. With MS Office and Office 365 end user apps being his forte, he operates as a corporate training consultant with a team of associates in almost every major city. He began his corporate training stint in 2011 and has had the privilege of training delegates of over 20 nationalities in classroom and online sessions. Being able to add a bit of humor and always keep participants active during training is a unique selling point that Ambarish has developed over the years. Ambarish is also a YouTuber and runs various social media pages.

I thank my parents for their continued support during my stint so far as a corporate training consultant. Quitting a full-time job and moving into freelancing requires support from family, and my parents left no stone unturned in doing so. I would also like to thank Mr. Saiesh G Tripathi, my colleague, for his inputs. Thanks to Ms. Pooja Vaishnav, my protégé, for the initial screening of the chapters in this book.

Omprakash Pandey, a Microsoft 365 Consultant, has been working with industry experts to understand project requirements and work on the implementation of projects for the last 20 years. He has trained more than 50,000 aspiring developers and assisted in the development of more than 50 enterprise applications, which have been his key achievements. He has offered innovative solutions on .NET development, Microsoft Azure, and other technologies. He has worked for multiple clients across various locations including Hexaware, Accenture, Infosys, and many more. He has been a Microsoft Certified Trainer for more than 5 years.

I want to thank my parents and colleagues, Ashish and Francy, for their assistance and support.

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Table of Contents

Title Page

Copyright and Credits

Learn Microsoft Office 2019

Dedication

About Packt

Why subscribe?

Contributors

About the author

About the reviewers

Packt is searching for authors like you

Preface

Who this book is for

What this book covers

To get the most out of this book

Download the example code files

Code in Action

Download the color images

Conventions used

Get in touch

Reviews

Section 1: Word

Exploring the Interface and Formatting Elements

Technical requirements

An overview of the interface features

The title bar

The QAT

Using tabs and groups

Using shortcut keys to access the ribbon

Accessing the rulers

Minimizing the ribbon

Adding items to the status bar

Using the help facility

Creating documents

Setting the printing options

Changing the page margins

Changing the page orientation

Changing the paper size

Changing the print options

Setting the collate and page options

Printing background colors and images

Setting pages to print

Inserting page breaks

Formatting text, styles, and paragraphs

Basic text formatting

Changing the font colors

Adding text effects

Removing text formatting

Changing the casing of text

Copying multiple formats

Formatting using font attributes

Changing the text alignment options

Applying a drop cap

Inserting special characters and symbols

Indenting paragraphs

Setting spacing before or after a paragraph

Adjusting the line spacing

Creating a new style

Modifying a style

Summary

Creating Lists and Constructing Advanced Tables

Technical requirements

Creating bulleted and numbered lists

Constructing a list automatically

Editing AutoFormat Options

Constructing a list manually

Modifying a bulleted or numbered list

Defining a new bullet symbol

Editing bulleted list font attributes

Inserting a custom picture as a bullet

Working with multilevel lists

Creating a multilevel list

Creating an outline (multilevel list) before typing a list

Creating an outline (multilevel list) after typing a list

Removing a multilevel list

Restarting numbering for a new list

LaTeX math

Working with tabbed lists

Selecting tab types

Typing a new tabbed list

Creating a list using the leader dot tab

Removing tabs in a document

Creating tables

Selecting skills

Editing and formatting tables

Merging cells

Splitting cells

Changing row/column height or width

Inserting rows or columns

Deleting rows or columns

Aligning cells in tables

Changing text direction

Distributing rows and columns evenly

Applying borders and shading

Customizing advanced tables

Converting a table to text

Defining the header row

Adding up cell values in a table

Sorting table contents

Summary

Creating Professional Documents

Technical requirements

Word-referencing features

Creating and updating the TOC

Using citations to build a bibliography

Adding citation sources

Generating the bibliography

Editing the citation style

Working with master documents or subdocuments

Constructing endnotes and footnotes

Inserting footnotes/endnotes

Converting footnotes into endnotes

Inserting links in a document

Performing a mail merge

Creating a mail merge manually

Creating a mail merge using the wizard

Constructing forms

Working with the Developer tab and form controls

Creating a basic form

Adding and modifying legacy form controls

Protecting a form

Customizing page layouts

Inserting a cover page quick part

Converting text into columns

Inserting and modifying section breaks

Viewing section breaks

Adding section breaks

Headers and footers

Inserting a header and footer

Inserting page numbers

Choosing a different first page

Numbering from a specific page number

Different header and footer sections

Summary

Versions, Restrictions, and Comparisons

Technical requirements

Recovering draft versions

Enabling the AutoSave and AutoRecover features

Recovering documents

Restricting access to documents and workbooks

Restricting access to document contents

Restricting access to workbook contents

Restricting changes to parts of a worksheet

Comparing and combining documents

Summary

Section 2: PowerPoint

The PowerPoint Interface and Presentation Options

Technical requirements

Introduction and new features

Creating presentation templates

Setting up slides and working with files

Setting slide size

Changing the slide orientation

Adding tags to a presentation

Searching using tags

Embedding fonts

Saving presentations in different formats

Saving presentation slides as pictures

Saving as a template

Saving a presentation as an outline

Saving as a presentation show

Exporting file types

Setting print options and layouts

Adjusting print settings

Previewing presentations

Using view and zoom options

Presentation Views using the ribbon

Using the status bar commands

Setting presentation zoom options

Switching between multiple presentations

Summary

Formatting Slides, Tables, Charts, and Graphic Elements

Technical requirements

Setting up slides and applying layouts

Adding new slides

Duplicating selected slides

Deleting multiple slides simultaneously

Copying non-contiguous slides to other presentations

Inserting an outline

Reusing presentation slides

Applying slide layouts

Changing slide layouts

Working with themes and text manipulation

Duplicating, moving, and pasting text

Inserting and formatting lists

Add headers and footers to slides

Applying and modifying themes

Applying a theme to selected slides

Creating your own custom theme

Working with text boxes

Formatting text boxes

Applying a theme fill color

Applying a gradient

Applying a picture

Changing the outline color and weight

Arranging and manipulating objects

Arranging objects

Sending an object forward or backward

Flipping an object

Rotating an object

Aligning objects

Aligning objects to the top

Using the selection and visibility pane

Grouping objects

Resizing objects

Resetting objects

Constructing and modifying tables

Inserting a table

Inserting an Excel spreadsheet

Setting table style options

Inserting and modifying charts

Selecting a chart type

Entering chart data

Changing chart style

Changing the chart's quick layout

Working with chart elements

Data labels

Adding a data table

Displaying the chart legend

Adding objects to a chart

Changing the chart's title

Inserting audio and video

Inserting a video clip

Applying styles to video content

Resizing and positioning video content

Applying a style to an audio clip

Adjusting playback options

Summary

Photo Albums, Sections, and Show Tools

Technical requirements

Creating and modifying photo albums

Adding picture captions

Inserting text

Removing images

Inserting pictures in black and white

Reordering pictures

Adjusting image rotation, brightness, and contrast

Changing album layout

Picture layout

Frame shape

Theme

Working with presentation sections

Formatting sections

Applying animations and transitions

Adding animation effects

Applying effect options

Previewing animations automatically

Applying an animation effect to multiple objects

Using the Animation Pane

Setting up advanced animations

Removing animations

Setting animation timing

Setting start options

Selecting delay or duration options

Working with 3D models and cube animations

Inserting a 3D model

Animating a 3D model

Attaching sound to an animation

Using the Animation Painter features

Reordering animations

Working with transitions

Modifying the transition effect

Adding a transition sound

Modifying transition duration

Setting manual or automatic time advance options

Using the Morph transition

Using hyperlinks, actions, and comments

Adding hyperlinks

Launching a hyperlink

Hyperlinking to a slide in the same presentation

Easy linking

Editing a hyperlink

Adding actions

Using Zoom

Inserting and editing comments

Editing comments

Showing or hiding markup

Deleting comments

Inking feature

Exploring slide show options and custom shows

Setting up a slide show

Playing narrations

Setting up the presenter view

Using timings

Showing media controls

Creating a custom slide show

Using master slides and hiding slides

Creating master slides

Hiding slides

Summary

Section 3: Excel

Formatting, Manipulating, and Presenting Data Visually

Technical requirements

Introducing the interface and setting options

Identifying rows, columns, and cells

Workbooks and worksheets

Name Box and Formula Bar

Status bar

Setting view options

Using the help facility

Proofing tools

Changing default options

Changing the default username

Changing the default document location

Changing the default number of workbooks

Saving automatically

Constructing and formatting an Excel worksheet

Inputting data efficiently

Entering data into a set range

Entering data in non-contiguous ranges

Using fill down

Using a data entry form

Using Alt + down arrow

Entering dates and times

Copying data using AutoFill

Incrementing values

Modifying cell formatting

Aligning text

Changing text orientation

Wrapping text

Merging cells

Hiding and showing rows and columns

Inserting and deleting rows and columns

Setting column widths and row heights

Using the Format Painter

Creating and applying cell styles

Applying number formats

Working with worksheets and sheet tabs

Inserting worksheets

Deleting worksheets

Moving or copying worksheets

Renaming worksheets

Applying coloring to worksheet tabs

Sorting and filtering data

Finding and replacing data

Sorting ascending or descending

Filtering data

Defining a filter

Applying a filter

Removing a filter

Applying conditional formatting

Icon sets, data bars, and color scales

Setting print options

Adjusting breaks in the worksheet

Inserting manual breaks into the worksheet

Constructing headers and footers

Setting the header and footer distance

Setting the worksheet orientation

Setting the worksheet scale

Checking the paper size

Setting page margins

Aligning data horizontally and vertically

Printing a single worksheet

Printing selected worksheets

Creating charts based on worksheet data

Plotting non-contiguous data

Selecting a chart

Resizing a chart

Changing chart placement

Changing the chart type

Changing the chart style

Changing the Quick Layout

Changing chart elements manually

Changing the chart and axis titles

Displaying gridlines

Displaying the legend

Adding data labels

Adding a data table

Deleting a data series

Adding a data series

Changing the chart scale

Formatting the chart background

Adding objects to a chart

Using the sunburst chart type

Using funnel charts

Summary

Applying Formulas and Functions

Technical requirements

Learning basic formula operations

Order of evaluation

Constructing a formula

Learning Excel functions

Using the Show Formulas command

Converting values and percentage increase

Working out the percentage change

Working out a percentage increase or decrease

Percentage increase

Percentage decrease

Getting results using the status bar

Using the Function Library

Using the formula composer (Insert Function icon)

Editing formulas

Understanding relative versus absolute

Applying dates in calculations

To insert the current date

To insert the current date and time

To separate the day from a date

To calculate the number of days, years, and months between two dates

Using mathematical functions

The INT and ROUND functions

The ROUNDUP and ROUNDDOWN functions

The SUMIF function

Using the COUNTIF statistical function

Using financial functions - PMT

Applying conditional logic in a formula

The IF function

The AND function

The OR function

Using text functions

The CONCAT function

The TRIM function

Investigating formula errors

Applying named ranges in a formula

Defining a named range

Naming a range of cells

Editing a named range

Creating a named range from selected cells

Using range names in a formula

Summary

Analyzing and Organizing Data

Technical requirements

Consolidating data and investigating macros

Creating a summary sheet

Creating a macro

Adding a macro to the ribbon for easy access

Adding a macro to the QAT

Adding the macro to the ribbon tab

Removing a macro from the personal macro workbook

Creating and managing PivotTables and PivotCharts

Creating a PivotTable

Adding PivotTable fields

Grouping with PivotTables

Using slicers and timelines

Creating a PivotChart in Excel

Working with the 3D Maps feature

Using tools for analysis in Excel

Analysis ToolPak

What-if analysis

Understanding data models

Summary

Section 4: Common Tasks

Exporting and Optimizing Files and the Browser View

Technical requirements

Exporting files by changing the file type

Exporting a file as a previous version

Checking the compatibility mode of a file

Converting a file using compatibility mode

Exporting a file in .csv format (Excel only)

Exporting files as a PDF

Exporting slides as image files (PowerPoint only)

Exporting presentations as a video (PowerPoint only)

Packaging a presentation for transfer

Document properties (metadata)

Inspecting a file

Packaging a presentation (PowerPoint only)

Sending handouts from PowerPoint to Word

Optimizing and compressing media in PowerPoint

Investigating the browser view options (Excel only)

Summary

Sharing and Protecting Files

Technical requirements

Sharing and collaborating in Office 2019

Sharing a file via email

Sending as an attachment

Sharing via an email link

Sharing as a PDF

Sharing via the Adobe Acrobat license (Adobe PDF)

Sharing a file to OneDrive

Sending a document as a blog post

Sending a copy of a document via instant messaging

Sharing workbooks with others (Excel only)

Presenting online

Presenting online via Skype for Business

Presenting online via the Office Presentation Service

Protecting files in Office 2019

Marking a file as final

Using Protected View

Applying file protection

Requiring a password to access a file

Removing a password from a file

Summary

Section 5: Access

Database Organization and Setting Relationships

Technical requirements

Introduction to Access and the settings options

Advantages of using a database

Planning the database design

Operating a database

Orientation in the Access environment

Learning about database objects

Investigating tables

Querying data

Presenting with forms

Creating reports

Creating a new database

Setting up Access options

Setting up tabbed mode

Switching objects

Setting Shutter Bar options

Renaming objects

Switching between view modes

Applying application parts

Constructing tables and manipulating data

Creating tables in Datasheet View

Creating tables using the design view

Inserting table fields and data types

Building relationships

Learning relationship types and rules

Defining the primary key, join type, and referential integrity

Defining primary keys

Using a primary key to create a relationship

Deleting or editing relationships

Discussing join types

Changing join types

Setting up referential integrity

Cascading and updating

Summary

Building Forms and Report Design

Technical requirements

Building forms

Using the form wizard

Working with form views

Adding a new record to a form

Navigating and deleting form records

Applying and editing form headers

Adding existing fields to a form

Searching for data on a form

Form customization and layout

Resizing and moving form fields

Inserting a form's background image

Changing the form's background color

Applying a theme to a form

Using the Position options on a form

The report design, controls, and output

The Report View modes

Creating a report based on a table or query

Calculating in a report

Formatting values on a report

Creating a report header or footer

Applying the report formatting options

Applying the report's page setup tab options

Summary

Constructing Queries to Analyze Data

Technical requirements

Constructing basic queries

Creating a Select query in Design View

Creating a Select query using the Query Wizard

Manipulating query fields and the Total row

Adding fields

Removing and rearranging fields

Sorting query data

Compiling query criteria

Using wildcards in queries

Calculating totals with a query

Constructing advanced queries

Creating a two-table query in Design View

Constructing a calculated query

Creating a Make Table query

Using an Update query to replace data

Adding new records using an Append query

Building a Crosstab query

How relationships affect a query result

Using a Delete query

Creating a Parameter query

Summary

Section 6: Outlook

Creating and Attaching Item Content

Technical requirements

Investigating the Outlook environment

Accessing the Mini toolbar

Using the To-Do Bar

Using the Message pane to display folder items

The Navigation Pane

The Peek bar

Creating a shortcut to an item

Previewing Outlook items

Previewing emails in the Message pane

Using the Reading Pane

Manipulating Outlook program options

Using the Focused inbox option

Investigating mail options

Manipulating item tags

Categorizing items

Renaming categories

Assigning categories to items

Setting up a Quick Click

Setting flags

Adding a flag to a message and contact

Sending out a flag for recipients

Marking mail items as read/unread

Checking for new messages

Working with views, filtering, and printing

Changing the view type

Using the Reminders Window

Applying search and filter tools

Printing Outlook items

Printing attachments

Printing calendars

Printing tasks, notes, and contacts

Creating and sending email messages

Specifying a message theme

Showing/hiding the From and Bcc... fields

Configuring message delivery options

Setting the level of importance

Configuring voting and tracking options

Sending a message to a contact group

Moving, copying, and deleting email messages

Replying to and forwarding email messages

Sorting email messages

Creating and managing Quick Steps

Attaching item content

Attaching an Outlook item

Attaching external files

Summary

Managing Mail and Contacts

Technical requirements

Cleaning up the mailbox and managing rules

Cleaning up the mailbox

Viewing the mailbox size

Saving message attachments

Saving a message in an external format

Ignoring a conversation

Using cleanup tools

Creating and managing rules

Modifying rules

Deleting rules

Changing Rule order

Managing junk mail and automatic message content

Allowing a specific message (not junk)

Filtering junk mail with Never Block Sender

Viewing the safe senders' list

Blocking senders

Managing signatures

Creating a signature

Specifying the font for new HTML messages

Specifying options for replies and forwards

Setting a default theme for all HTML messages, stationery, and fonts

Creating contact information and groups

Modifying a default business card

Forwarding a contact

Creating and manipulating contact groups

Creating a contact group

Managing contact group membership

Showing notes about a contact group

Deleting a contact group

Sending a meeting to a contact group

Searching for a contact

Summary

Calendar Objects, Tasks, Notes, and Journal Entries

Technical requirements

Working with the calendar, appointments, and events

Creating and manipulating appointments and events

Setting the appointment options

Printing the appointment details

Forwarding an appointment

Scheduling a meeting with someone who sent a message

Sharing a calendar

Modifying meeting requests and manipulating the calendar pane

Setting the response options

Updating a meeting request

Canceling a meeting or invitation

Proposing a new time for a meeting

Viewing the tracking status of a meeting

Editing a meeting series

Manipulating the calendar pane

Arranging the calendar view

Changing the calendar color

Changing the calendar's font settings

Displaying or hiding calendars

Creating a calendar group

Creating and managing tasks

Creating tasks

Managing the task details

Sending a status report

Assigning a task to another Outlook contact

Marking a task as complete

Accepting or declining a task assignment

Creating and manipulating notes and journal entries

Creating a note

Changing the current view

Categorizing notes

Working with journal entries

Tracking Outlook items and files

Setting out-of-office options

Summary

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Preface

Learn Microsoft Office 2019 is a step-by-step comprehensive journey through the Office 2019 applications, which includes visual and detailed explanations of concepts and the opportunity to practice throughout using workplace examples. It contains full coverage of the latest version of the Microsoft Word, Excel, PowerPoint, Access, and Outlook suite of programs.

Before we turn our attention to the chapter details, let's consider the organization of the book. This book is a comprehensive guide containing six main parts, allowing the user to learn about the tools common to all Office applications. The parts include common tasks across all Microsoft Office 2019 applications, Word, PowerPoint, Excel, Access, and Outlook. You will definitely want to work through all parts of this book as it will provide you with a way to work more productively and learn everything you need to be proficient in the worlds of work, study, and home.

Who this book is for

The book is a step-by-step guide that assumes no prior knowledge, providing full coverage of the Office 2019 applications from the basics to analyzing data, including common challenges for working productively in the workplace or at home. Our audience is anyone who is willing to add valuable skills, whether as a complete starter or as someone looking to develop what they already know, to their professional development path. This book will ensure that the student is equipped with workplace skills, and would be useful for those undertaking certification exams in each of these applications. It will also suit the trainer, lecturer, or organization as a whole as it contains full coverage of Microsoft Word, Excel, PowerPoint, Access, and Outlook 2019.

What this book covers

Chapter 1, Exploring the Interface and Formatting Elements, will make it easy for you to create, manipulate, and work with documents using Microsoft Office 2019. You'll learn about the interface layout, ribbon elements, and how to customize the default behavior. We will delve into controlling font attributes, creating a style to speed up the file formatting process, changing the spacing of paragraphs, and looking at text alignment options. You will learn how to create and print professional-looking documents.

Chapter 2, Creating Lists and Constructing Advanced Tables, will teach you how to create bulleted, numbered, and tabbed lists using predefined or custom symbols and how to alter the layout of lists. You will be able to easily integrate tables in documents and to modify them in different ways. We will also cover some advanced features of table creation such as sorting operations, managing a table that spans multiple pages of a document, using formulas in a table, and converting text to a table.

Chapter 3, Creating Professional Documents, explains that Word 2019 includes an array of features that aid in creating attractive and professional documents. This chapter will teach you how to add references such as citations, a table of contents, and a bibliography, and perform a mail merge using different methods. We will construct a form using theQuick Parts feature, insert a cover page, and get to grips with navigation techniques and working with long documents. There is also a section on troubleshooting endnotes and footnotes, headers and footers, and links in a document.

Chapter 4, Versions, Restrictions, and Comparisons, explains all about setting editing restrictions and passwords on all or part of a document to prevent unwanted changes. After learning how to collaborate, we will compare and combine document revisions.

Chapter 5, The PowerPoint Interface and Presentation Options, teaches you how to personalize the Backstage view and set various options. You will navigate the interface and perform basic tasks, including creating, saving, printing, and viewing presentations in PowerPoint 2019.

Chapter 6, Formatting Slides, Tables, Charts, and Graphic Elements, explains how to easily add slides to a PowerPoint presentation and use predefined options to give the slides a particular look and feel. In this chapter, you'll learn how to set up a basic presentation, order a sequence of slides, apply a presentation theme and slide layout, and reuse slides. You will also learn how to work with tables and charts, which make data much easier to present and add to the impact of a presentation.

Chapter 7, Photo Albums, Sections, and Show Tools, covers how to set up a photo album, add photos and captions, and customize the order and appearance. You will also get to know how to navigate a presentation easily using sections and rename and remove sections in presentations. You'll learn how to set up and manage slide shows, control slide timing, and master the playback of audio narration. We also cover master slides, check the consistency throughout a presentation, and look at options for hiding or showing specific slides.

Chapter 8, Formatting, Manipulating, and Presenting Data Visually, shows how to personalize the Backstage view and set various spreadsheet options, and distinguish between spreadsheet elements. You will be taken on a journey through formatting elements to manipulate data, and will also learn how to print elements and set print options. You will learn how to enhance Excel 2019 with decorative, professional-looking charts such as the sunburst and funnel charts. You will gain all the skills you need to format, print, and present data professionally.

Chapter 9, Applying Formulas and Functions, explains how to create a formula and investigate the difference between a formula and a function. You'll also learn about operators and formula construction using the correct order of evaluation. After learning the different methods of constructing a formula, you will be introduced to a number of functions from different categories located in the function library. To end the chapter, we will highlight common formula errors and learn how to use named ranges in formula.

Chapter 10, Analyzing and Organizing Data, covers the tools that effectively analyze and organize data within Excel 2019. We will cover summarizing data using pivot tables and charts and how to access the Quick Analysis Tools, work with maps and the new 3D map feature, use Power Pivot to effectively build and use relational data sources inside an Excel workbook, consolidate workbook data by creating a summary sheet, build a relationship between datasets for easy reporting with Excel's data model, and take a look at macros.

Chapter 11,Exporting and Optimizing Files and the Browser View, teaches you how to export Office 2019 documents, presentations, and workbooks using different formats. We will compress images and optimize presentation compatibility with different systems. You will also save workbooks in comma-delimited format and work with Browser View.

Chapter 12, Sharing and Protecting Files, explains that Office 2019 includes several features for sharing and collaborating on documents, presentations, and worksheets. In this chapter, you'll learn how to share files via different share methods and locations. We will look at the Share with People option, saving files to OneDrive, the different methods of sharing directly through email using PDF, and the attachment options. We will also look at sharing options for Skype for Business and how to present online, as well as via email and blog post.

Chapter 13, Database Organization and Setting Relationships, introduces database theory and distinguishes between database objects such as tables, queries, forms, and reports, and explains how to switch between them. You'll learn how to organize your table data and properties to set primary keys, thereby forming relationships between objects in a database. You will gain an understanding of the different relationship types and when they should be applied, and learn the rules for setting relationships between two or more tables in a database.

Chapter 14, Building Forms and Report Design, takes you on a journey through the creation of forms and reports. We will enter, modify, and format data on a form using the different views and see the impact of deleting records. You will create and modify report design, work with different report view modes, create reports based on table or query, and master report headers and footers and manipulate controls.

Chapter 15, Constructing Queries to Analyze Data, is the heart of Access 2019. They allow you to search and extract information from tables for analysis. In this chapter, you will learn how to construct queries using the design view to analyze data, and you will become knowledgeable about the different query types and their function.

Chapter 16, Creating and Attaching Item Content, takes you through the important parts of the Outlook 2019 interface and shows you how to configure objects such as mail, contacts, tasks, notes, and journals. We will set some advanced options, learn how to manipulate item tags, and arrange the content pane. Search, print, and filter tools, as well as how to configure send and delivery options to improve productivity in the Outlook application, are also covered here. Lastly, we will professionally format item content and learn how to attach content to an email.

Chapter 17, Managing Mail and Contacts, introduces you to best practices while working with message attachments and to keep your mailbox clean and streamlined. You will learn how to set up rules and manage junk mail options and create or modify signatures within the Outlook application. This chapter will also teach you to be proficient at creating business cards for contacts, and you will learn how to set up and manage contacts and contact groups.

Chapter 18, Calendar Objects, Tasks, Notes, and Journal Entries, explains how to work with calendars, appointments, and events, as well as explaining how to set meeting response options and arrange calendars and calendar groups. You will work with tasks and find out how to assign them to other Outlook users, as well as tracking them via the status report tool. A section on journal entries is included, which allow you to create and track items such as telephone calls, tasks, and documents relating to a specific client along a timeline.

To get the most out of this book

You will need the Pro version of Microsoft Office 2019 to run the code for all the applications covered in this book, as well as access to a OneDrive account if you would like to take advantage of the online sharing and collaboration features of the suite.

Software/hardware covered in the book

OS requirements

Microsoft Office Professional 2019 or the following individual applications

Windows 10 or macOS

Microsoft Word 2019

Windows 10 or macOS

Microsoft PowerPoint 2019

Windows 10 or macOS

Microsoft Excel 2019

Windows 10 or macOS

Microsoft Access 2019

Windows 10 or macOS

Microsoft Outlook 2019

Windows 10 or macOS

Alternatively, you can get Office 365 with the relevant apps as listed in the preceding table.

Download the example code files

You can download the example code files for this book from your account atwww.packt.com. If you purchased this book elsewhere, you can visitwww.packtpub.com/supportand register to have the files emailed directly to you.

You can download the code files by following these steps:

Log in or register at

www.packt.com

.

Select the

Support

tab.

Click on

Code Downloads

.

Enter the name of the book in the

Search

box and follow the onscreen instructions.

Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:

WinRAR/7-Zip for Windows

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7-Zip/PeaZip for Linux

The code bundle for the book is also hosted on GitHub athttps://github.com/PacktPublishing/Learn-Microsoft-Office-2019. In case there's an update to the code, it will be updated on the existing GitHub repository.

We also have other code bundles from our rich catalog of books and videos available athttps://github.com/PacktPublishing/. Check them out!

Code in Action

Code in Action videos for this book can be viewed at https://bit.ly/2WpM7iY.

Download the color images

We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here:https://static.packt-cdn.com/downloads/9781839217258_ColorImages.pdf.

Conventions used

There are a number of text conventions used throughout this book.

CodeInText:Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles.Here is an example:"Open the workbook called SSGRegions.xlsx."

Bold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "The Function Arguments dialog box will appear where the user is able to enter values as cell references to construct the formula."

Warnings or important notes appear like this.
Tips and tricks appear like this.

Get in touch

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Section 1: Word

Microsoft Word 2019 is included in Microsoft's latest office desktop productivity suite, Microsoft Office 2019. This part of the book introduces end users to Word 2019, identifying its new features and demonstrating how to use it to create, format, and work with documents. You will cover everything you need to know to start using Word 2019 productively in the workplace, at home, or for certification purposes.

Beyond the basics, you will cover a range of tasks, from working with graphic elements and performing picture corrections to modifying tables and adding references, such as citations and a table of contents. This part of the book also covers the many ways that Word 2019 supports real-time collaboration and the sharing of documents.

Throughout, new features of the application will be highlighted for you, and you'll learn shortcuts to speed up everyday tasks. Once you reach the end of this content, you will have grown your knowledge and skills to an advanced level and will be a pro at creating Word 2019 documents.

In this section, we will cover the following chapters:

Chapter 1

,

Exploring the Interface and Formatting Elements

Chapter 2

,

Creating Lists and Constructing Advanced Tables

Chapter 3

,

Creating Professional Documents

Chapter 4

,

Versions, Restrictions, and Comparisons

Exploring the Interface and Formatting Elements

Welcome to the first chapter of Learn Microsoft Office 2019. This chapter will show you how to create, manipulate, and work with documents using Microsoft Word 2019. You'll learn about the interface layout and the ribbon elements, as well as how to customize the default behavior.

We will look at controlling the font attributes, creating a style to speed up the document formatting process, changing the spacing of paragraphs, and looking at the text alignment options. In addition, you will learn how to use Word 2019 to create, print, and review professional-looking documents.

The following list of topics is covered in this chapter:

An overview of the interface features

Creating and opening documents

Selecting, rearranging, and duplicating text

Setting the printing options

Formatting text, styles, and paragraphs

The skills mentioned in this chapter are important for building up your confidence to work on the later chapters of this book.

The various interface features we will talk about span across all of the Microsoft Office suite applications and can be accessed and used using the same method shown for Word 2019.

Technical requirements

To understand the contents of this chapter, you should be able to locate and launch the Microsoft Office 2019 applications from the Windows environment.

To benefit from the contents of this book, it is imperative that you are able to follow along with and work through the examples demonstrated in each chapter. The examples used in this chapter can be accessed from https://github.com/PacktPublishing/Learn-Microsoft-Office-2019.

An overview of the interface features

In this overview, you will learn about the elements of the interface and be able to recognize some new features that have been incorporated into the latest update of the desktop versions of Word, PowerPoint, and Excel 2019.

This topic will focus on all three aforementioned applications. The reason for this is that most of their interface features and explanations are identical. Let's browse through the environment and learn about the different elements that make up Office 2019 applications.

The title bar

The title bar area is located at the very top of each program launched on the Windows environment. This bar displays the name of the file you currently have open. Normally, when you launch Microsoft Word, the blank page displayed is titled Document1. This means that you have not yet saved any elements that have been added to the document.

In the following screenshot, Document7 is printedin the title area as this is the seventhblank document that I have opened (this is the same as using the seventhpiece of paper from a notebook):

You need to save the current document to keep its changes. The title bar also houses the Quick Access Toolbar (QAT) and the program manipulation icons to the right of it.

The QAT

To the left of the title bar, you will find the QAT. This toolbar contains, by default, the save, undo, and redo icons. You can easily add frequently used icons to the QAT by clicking on the small arrow icon that is always present at the rightmost end of the QAT, as shown:

Icons that already display a checkmark next to them indicate that the icon is already an option on the QAT. You simply have to click on the name of the shortcut that you want to add to the QAT.

You can select the More Commands… option, which opens a dialog box that allows you to search for any additional icons from the comprehensive list of Office 2019 commands. The Show Below the Ribbon option is used to change the location of the QAT to display it below the ribbon (just above the ruler bar).

Using tabs and groups

The tabs are a list of words that you can use to access the program functions. They are located just underneath the title bar and span the Office 2019 environment from left to right. These are similar to the file divider tabs that you would use in an office. There are quicker ways to complete simple tasks, either by right-clicking your mouse button or using shortcut keys, but you will always find more comprehensive options when using the tabs.

Simply click on a tab with your mouse pointer to make it active, then use the icons it offers. Familiarize yourself with the contents of each of the tabs. Knowing exactly where to go to perform a certain action in the program is of the utmost importance when taking any certification exam:

Double-clicking on a tab will collapse the groups underneath it. Simply double-click on the tab to return the groups.

You will find that when selecting a tab with a mouse click, various groups are defined on the ribbon via light separation lines that define boxes around groups of icons:

Most of the group sets in Office 2019 present a show dialog box arrow, where you can access more options relating to a group of related icons. For instance, to access the Page Setup dialog box within any of the Microsoft Office applications, click on the arrow, as shown:

In the next section, we will look at how to access ribbon commands if your mouse stops working or you prefer using the keyboard.

Using shortcut keys to access the ribbon

Pressing the Alt key on your keyboard grants you access to the shortcut keys available for each of the tabs. If you look at the tab shortcuts available (see the following screenshot), you will see that the Insert tab shows N as the shortcut key:

If you press theNkey on your keyboard, further shortcut keys will present themselves for each of the options available under that specific ribbon:

Using these shortcuts allows you to quickly access the various tabs and options without using the mouse.

Accessing the rulers

We use the ruler bars (vertical and horizontal) in Word 2019 to measure and set the distance between tabs, margins, the page layout, and the header and footer distances. You can adjust these settings using the mouse pointer or the relevant dialog box settings. Rulers can also be accessed on PowerPoint slides when you are working with bullet-pointed or numbered lists.

To remove or display the ruler bar, click on the View tab and then check or uncheck the checkmark option next to Ruler:

Minimizing the ribbon

To allow more space to work with documents, simply fold away or minimize the ribbon. This can be achieved in more than one way:

Use the

Collapse the Ribbon

option

(the tiny upward-facing arrow)

to the right of the ribbon to hide everything on the ribbon except the tabs. If you click on a tab, it will unfold the ribbon options for that particular tab:

After selecting the desired options from the tab, take your focus back to the document by clicking back on the document. The ribbon will fold away again.

To display the ribbon permanently, click on the ribbon display options icon to the left of the minimize icon on the title bar

:

This drop-down list also allows you to auto-hide the ribbon and to only show the tabs. Alternatively, you can click on any tab to select it and then double-click on the tab heading to hide the ribbon; then, double-click on the tab heading again to un-hide the ribbon. The ribbon display options icon provides another method of auto-hiding the ribbon and showing the tabs and commands.

Adding items to the status bar

The status bar is located at the bottom of the Office 2019 environment. It displays information about the current file you are working on and provides quick access to some tasks. Right-clicking on the status bar provides you with a shortcut menu to make changes to it. You can add or remove items from the status bar:

A tick to the left of an option identifies that it is already active. When we say active throughout this book, we mean already selected,visible,orselected. To add or remove an item from the status bar, simply click on the desired option in the shortcut menu:

Average, Count, and Sum are the default functions that reside on the status bar. They provide a result when selecting values on a worksheet in Excel 2019. To change how these values are calculated, right-click on them and select another function to perform. If you highlight a range of numerical values on a worksheet, Excel will display the count, sum, and average of those values on the status bar.

Using the help facility

Office 2019's help function can be accessed by pressing the F1 keyboard key, which opens the Help pane to the right of the worksheet. You are able to select a topic of interest from the list provided, which offers further sub-topics until you find what you are looking for. Alternatively, you can search for a topic using the Tell me what you want to do feature located along the top of the ribbonat the end of the list of tabs:

Simply click to the right of the light bulb icon, located to the left of the empty placeholder (see the following screenshot).

Start typing a question and the feature will offer suggestions as you type:

Click to select a topic from the drop-down list to obtain the help topic you require.

Now that we have learned how to navigate the user interface, let's learn how to create documents in the next section.

Creating documents

Opening, saving, closing, and creating new documents from templates are very similar procedures in each of the Microsoft Office 2019 applications. The Backstage viewcan be accessed via the File tab in each of the applications and requires the same steps to complete these tasks. The Backstage view is where files are managed in terms of creating, saving, printing, sharing, inspecting, and setting the interface options and properties.

In the following table, you will find the introductory steps to work with documents in Office 2019 applications:

A blank document in Word 2019 is a template with predefined fonts and attributes, as well as margins and page orientation settings. There are two blank document templates available—the single-spaced blank and the blank document options. The only difference between the blank document template and the single-spaced blank template in Word 2019 is the line spacing and paragraph spacing settings. Both documents are empty and have no text or objects added to them.

The following diagram displays the difference in file extensions when saving a document as a template compared to saving it as a document:

A template is a presentation with a predefined look and contains default text, layouts, and even animations. Templates are often used as a starting point for presentations, documents, and worksheets—especially in the 2019 version, as there are many professional animated effects, budgets, and reports available. They have been created to suit the needs of the user and are often a quick way to get things done. The file extension for a template differs from that of a normal document. For instance, the file extension for a Word document is.docx, whereas the file extension for a Word template is.dotx.

When using Office 2019, you can search and download templates from the internet from within the application. Categories are available just below the search bar and guide the user when searching online. To search for templates online, you must have a working internet connection.

Setting the printing options

This section will show you how to select basic printing options for a document, specify pages to print, and set properties for a document prior to printing. There are numerous methods to achieve the same result in Word 2019. We will concentrate on the most productive methods when dealing with page setup.

Changing the page margins

Click on the

Layout

tab.

Click on the

Margins

icon located under the

Page Setup

group.

Select a format from the available predefined options (the default is the

Normal

setting):

Click on

Custom Margins...

at the bottom of the list to control the adjustment of the margins.

Adjust the margins by typing a value into the placeholder or using the spin arrows to move up and down to increase or decrease the margins in centimeters.

Changing the page orientation

There are two types of page orientation—Landscape and Portrait. When you create a new document, the page orientation is set to Portrait by default. The Landscape option is often used to accommodate large tables in Word documents or Excel reports with numerous columns:

To change the orientation, follow these steps:

Click on the

Layout

tab in Word 2019, or the

Page Layout

tab if using Excel 2019.

Choose

Orientation,

then select the desired layout—either

Portrait

or

Landscape

:

Changing the paper size

It is a good idea to check the paper size and make adjustments before creating or printing a document. Not doing so could lead to a number of formatting complications or problems when printing the document on the desired printer. Most printers use an A4 (210mm x 297mm) paper size and not Letter, as we will cover shortly. If your document does not print properly, always check this option first!

To change the paper size, follow these steps:

Click on the

Layout

tab. From the

Page Setup

group, click on the drop-down arrow below the

Size

text:

Choose the desired paper size from the list provided. In this case, we will choose an A4-sized paper. If you do not see your desired paper size in the list, choose

More Paper Sizes…

from the bottom of the list to access the

Page Setup

dialog box.

Changing the print options

Before printing a document, you should check the Print Layout view to see whether the page layout, margins, and document content looks professional:

Click on the

File

tab to access the Backstage view, then select

Print

from the options

provided:

The settings on the

Print

backstage are the same in all of the Office applications, with only a few changes depending on whether you are printing a document, presentation, workbook, or worksheet. These are explained in the chapters dedicated to each topic throughout this book.

Setting the collate and page options

Collating is the sequence that you want multiple copies of a document to be printed in. For instance, if a document consists of six pages and you would like two copies of the document, you may wish to print page 1 of the document six times, then page 2, and so on. Alternatively, you may want to print pages 1 through 6 and then 1 through 6 again:

Go to the Settings option to instruct the document to print on both sides of the paper. This option can be accessed by selecting the drop-down arrow next to the Print One Sidedheading. SelectManually Print on Both Sidesfrom the list provided. You can also set options through the specific printer that you choose by going to the printer's options or by using thePrintsettings list, which can be accessed by going to File |Print within Word 2019.

Depending on the type of printer that is connected, the options will differ slightly, such as offering you the choice of printing automatically on both sides of the paper or even using different terminology for this feature, such as duplex printing.

Printing background colors and images