Formatting a long business report in Microsoft Word 2016

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Course contents
SECTION: 5
How to create a company template 2:20
SECTION: 8
How to make an interactive form 10:13
SECTION: 9
Creating personalized letters using Mail merge 4:34
SECTION: 11
Cheat sheet & shortcuts 3:23

Questions

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Course info

52 lessons / 3 hours

Overview

Hi there, in this Word tutorial course we’re going to learn Microsoft Word together. This is a project based course.

We’ll work through real world documents such as a formal business letter, monthly newsletter, a really long business report, a timetable and a visually exciting interactive PDF product document.

Projects included:

  • Creating a formal business letter

  • Creating a monthly company newsletter

  • Formatting a long business report, adding charts & graphs from Excel

  • Creating a timetable schedule using tables

  • Creating a company template using corporate fonts, colours & images

  • Creating a product overview PDF with basic interactivity

  • Creating a business form

  • Printing personalised letterheads & envelopes for client lists

This course is for beginners. You don’t need any previous knowledge of Word or any desktop publishing experience. We will start right at the basics but quickly get into working with up to date modern features.

You’ll work with images, logos & specific company colours. You’ll create corporate templates and reusable styles - automatically personalizing them using Mail Merge.

You’ll learn to make a monthly newsletter with links & videos ready for sharing & commenting. You’ll learn how to take charge of long documents; cleaning them up and adding professional graphs, infographics, tables and much more including exercise files. We will give you a printable 'cheat sheet'.

I will be around to help.If you get lost you can drop a comment on the video 'Questions and Answers' section that is below every video & I'll be sure to get back to you.

So my friend, now is your time to go from Word Zero, to Word Hero and for you to become the Microsoft Word professional in your office.


What are the requirements?

  • This course is for absolute beginners

  • You'll need a copy of Microsoft Word 2016.

  • No previous Word or desktop publishing skills are necessary.

What am I going to learn from this course?

  • How to work with your specific company fonts & colours.

  • Format text like a professional.

  • Work with various images, styles and implementations.

  • Save documents to older versions of Word.

  • How to save as a PDF.

  • How to make an interactive form.

  • Where to get inspiration for your design.

  • How to install new fonts.

  • Work with multiple column layouts.

  • How to personalise letters & envelopes from a list.

  • Adjust heading styles.

  • Work with really long text documents.

  • How to create a table of contents automatically.

  • How to work with bullets & numbering.

  • How to master tabs.

  • Create beautiful graphics & diagrams.

  • How to make an infographic.

  • How to work closely with Microsoft Excel.

  • How to work with comments & changes.

  • How to share you documents with others.

  • How to build your own company templates.

  • How to work with tables.

  • How to add videos to you documents.

  • You’ll get a cheat sheet, shortcuts and much, much more…

Who is the target audience?

  • Yes: This course is for people who need to learn Microsoft Word for work.

  • Yes: This course is perfect for people who need to upgrade their skills for their CV and job applications.

  • Yes: This course is for complete beginners and for people who know the basics of Word already.

  • No: This course is NOT for people who have advanced knowledge of Microsoft Word.

  • No:This is for PC version of Word 2016. (While 90% of this course will work on a Mac and in early versions of Word no guarantees can be made.)

Course duration 3 hours 18 mins

 

Daniel Scott

Daniel Scott

Founder of Bring Your Own Laptop & Chief Instructor

instructor

I discovered the world of design as an art student when I stumbled upon a lab full of green & blue iMac G3’s. My initial curiosity around using the computer to create ‘art’ developed into a full-blown passion, eventually leading me to become a digital designer and founder of Bring Your Own Laptop.

Sharing and teaching are a huge part of who I am. As a certified Adobe instructor, I've had the honor of winning multiple Adobe teaching awards at their annual MAX conference. I see Bring Your Own Laptop as the supportive community I wished for when I was first starting out and intimidated by design. Through teaching, I hope to bring others along for the ride and empower my students to bring their stories, labors of love, and art into the world.
True to my Kiwi roots, I've lived in many places, and currently, I reside in Ireland with my wife and kids.

Downloads & Exercise files

Download Exercise Files Download Completed Files

Transcript

Hi, in this video we're going to look at formatting a really long document, and we're going to start by bringing in all the text, and playing around with things like, what to do with the existing formatting, and your current formatting, and how do I strip it out, those types of things. So let's go and do that now in this video.

First up, I'm going to open up Word, and then we're going to bring in our copy. We're going to start a 'New' document,  and we're going to go to 'Layout'. We'll just make sure that the page size is correct. We're using 'US Letter'. I'm going to bring in some text, now I've got some text, and you can download the files to play along with this tutorial. There'll be a link on this page here somewhere. I'm going to 'File', 'Open', and if you haven't already, download the exercise files that's on our 'Desktop', there's one called 'Word Exercise Files', and this one here called '03 Long Document'. I want to open up 'Long Text'. This is the document that's been sent to me by a client, or maybe by my colleague, so what I want to do is select all the text now and move it into the other document.

So, to select it all, I can click and drag, and you can drag forever. It's a really long document, so a nice easier way to do it is, with your cursor anywhere in this document, go 'Control A' on your keyboard, and let's click 'Copy'. Let's 'Close' this one down, and this is the document that I want to bring it into.

So to bring in text there's a couple of different ways, and if I just-- on the top, under 'Home', and I click 'Paste', what it does is, by default, it brings through the text, it brings through all the formatting from the other document. You can see at the top here, it's up there, the title and heading as well. So it's up to you whether you want this to happen. Say it's perfect and you like it, 'Control V', or hitting this 'Paste' button here, it’s perfect, but let's say you don't want any of that formatting, so let's look at some other option. So I'm going to 'undo', I'll use this little kind of backwards arrow here for undoing. 

What I'd like to do is, under 'Paste' there's a couple of-- see this little arrow here? There's a couple of different options. The first one is, what we just did by default by clicking the 'Paste' button. Now there's these other two. 'Merge Formatting' is a bit weird, we're going to skip him for a second. Let's look at this last one, 'Keep Text Only'. 'Keep Text Only', you can see, just brings through the raw text. What it hasn't done is, you can see, it's not used titles, it's not used heading, so it's just pure text. Often I like this way, I like just kind of cleaning all off, and just working this way. Some of the trouble though is that it's-- the kind of name gives it away, it says 'Keep Text Only'. So it strips out any images that you might have, so if you've got other parts of the Word document that you want to bring through, just know that 'Keep Text Only' is going to rip it off, and you're going to have to copy and paste those through separately, which is a bit of a pain.

One of the other options in there-- I'm going to 'undo' it again before it's all gone. One of the other options, under 'Paste' there's this 'Merge Formatting'. Looks like it does exactly the same thing as 'Keep Text Only'. What it's used for is, let's say-- it's wherever your cursor is, and the style applying to that, so let's say I've got a title here, I got a sub heading, and I've used this 'Heading 2' for it, and now I've got this kind of numbered list going on. That's when this other one comes into play, and say I've had my cursor here in the title, and I go to this option that says 'Merge Formatting', can you see, its put it through as-- if I click on it, it's brought through all my text as that title, because that's where my cursor was. If I 'undo' and if I have my cursor in the subheading style, and I go 'Paste', and I go to 'Merge', you can see the whole thing is a giant sub head. So when you’d use this is when you're maybe not copying the whole document across, it's when you're copying little pieces across. It's really handy, say if you've got a nice big table and it's got all sorts of different formatting, and you're slowly moving things across, you can copy and paste into this cell, and if you use the 'Merge Formatting', it will match wherever it's going. So that could be handy.

If you want to the last thing-- in this case is how I want to do, I want to actually bring through all the headings, but I don't want it to be that ugly stencil font in the purple and the blue, so I want it to come across, but I don't-- and I want it to remain titles and headings, but I want to use a style that exists in this document, so I want to strip out all the formatting, and match the formatting that I've got in the document. And we'll do this by creating something called a style set, and we'll cover that in the next video, so let's go and do that now. 

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