Posts Tagged ‘Excel’

Downsizing and Training

March 2nd, 2010 - by Angela

downsizing1I know, downsizing and training aren’t usually put together. Most corporations do not invest the extra money in training workers they are letting go. That is why I was surprised to be talking to my clients during a recent morning training session and find out that their whole department will not exist in a couple of months. 

A few of the employees will be relocated to other parts of the corporation. Most will be laid off with a severance package, the length depending on their years of service. Surprisingly, the employees do not have a bad view of their current employer, even though they are being laid off. They even commented on how much they appreciated everything their employer is doing to help them during this transition.

The corporation is investing in getting these displaced workers special training to help them find new jobs. The company believes in helping them succeed, even if they are not employed there anymore. What a great concept! I really like that they are having training sessions for these workers before the department is dissolved in a couple of months.

The training sessions cover Microsoft Office topics like Word, Excel and PowerPoint. During the morning training, we have customized a class to help them fill in the gaps in their knowledge of the software application. In the afternoon we have hour long one-on-one or one-on-two sessions to go over specific questions or target areas in the same software application that we covered in the morning.

This past week the training was on Excel. We had great sessions in the morning and afternoon! All of the students said that they really understood Excel better. They all had great attitudes and really dug in deep to understand all of the formulas, which was of primary concern to many of them.

I am looking forward to my Word sessions with them soon! It is so refreshing to see a corporation who cares about their employees, even during tough economic times like we have experienced the past couple of years.

Certification

February 16th, 2010 - by Angela

ub_cs_graduationHave you ever thought about becoming Microsoft certified in Word, Excel, Access, Outlook or PowerPoint? I’m surprised at how many of the clients I train have not thought about adding a Microsoft Office Specialist certificate to their list of accomplishments.

How many times do people go to job interviews and say they know Excel at the expert level but are not able to deliver once they are hired?  I think it would be so important to be able to back up my skills with a world recognized certificate from Microsoft.  Not only would I be able to say that I knew the software but Microsoft would say that I knew the software.

I must note that Microsoft has not made it easy to understand the certifications.  The name of the certification has changed from MOUS (Microsoft Office User Specialist) in the 97 Office version to MOS (Microsoft Office Specialist) for 2000, XP, and 2003 versions to MCAS (Microsoft Certified Application Specialist) for 2007 version. Since I have been certified since the 97 version, I sometimes don’t know what to call myself.

Each certification, though, has definitely contributed to my career path. Having the certifications on my resume has helped me to succeed in reaching several of my goals. Not only have they contributed to my life, but I’ve watched many students build their confidence in their skills by studying for, taking and passing the tests.

Several times I’ve done one-on-one training sessions for clients that are studying to take a Microsoft certification test. The training is an investment that can have a big payoff if you are able to advance in your career with the new certification. 

If you are interested in taking one of the certification exams, start at the Certiport website. (http://www.certiport.com) They administer the Microsoft exams.  If you need some training to help study and get ready for the exam, let me know! At Versitas, we love helping you succeed!

There’s a Template for that!

January 25th, 2010 - by Angela

word-template-createRecently one of my family members, after many years of contemplation, decided to open her own business. She gave me a call and asked me to help her create some of the forms she’ll need.  I was impressed that she had already assembled some paper forms that she liked to use for ideas when we created the ones for her soon-to-be formed new company.

Initially we tried to start from scratch, using her logo and colors, to create the forms.  We worked for a while on this and did not get very much accomplished.  Then, it hit me…TEMPLATES! I am a little embarrassed to say that I didn’t think of doing that first. They should take away my trainer badge some days!

I immediately opened the list of templates within Excel. We found some great invoices, receipts, statements, etc.  We were able to start with the forms she liked and then customize them to fit her logo, design, and contact information.  We also went into the Word templates and created a fax form (that she could use to fax from within her computer or print and use with her fax machine) and letterhead. She was delighted with the end results of our forms.

Next, I showed her how she could create labels with mail merge using Word and either her Contacts list, Excel spreadsheet list, or Access database table.  We also discussed how she could import and export data back and forth between the different Office applications.  She was excited at how many options there were. 

After creating the different forms, we decided to design a PowerPoint presentation for her to use in sales meetings with potential clients. I didn’t make the same mistake that I had with the forms.  We went straight to the templates this time.  I showed her the design slides that we could customize with her logo, colors and information.  She was glad that there were even some presentations with content for sales presentations to guide her.

If you own or are opening your own business, it would be well worth your time and money to invest in training.  A trainer could show you how to make your business operations work more efficiently by using Microsoft Office effectively. I definitely believe that it is better not to re-invent the wheel when you could save time by customizing templates that others have willingly shared.

Office 2010 Preview (Part II)

January 5th, 2010 - by Angela

images1In last week’s blog, I looked at Microsoft Office 2010 beta version.  My focus was mainly on the overall changes across the whole suite of applications.  I wanted to look at the new updates to the individual applications, too.

Word 2010 was not changed radically between the 2007 and 2010 versions.  More styles and fonts were added, which will be very nice when I design handouts.  One of the new updates that I will really enjoy having available is the Paste Preview.  The Paste Preview lets you test out the different paste options before actually committing to the paste.  This means less use of the undo button if the paste does not look right in your document.  The main change in Word (also in PowerPoint and OneNote) is the co-authoring feature (through the use of SharePoint Server or Windows Live) which allows multiple people to work on same document or presentation simultaneously.  Whenever you save the document or presentation, it syncs with the other users’ changes.  For those of us who collaborate with others on documents and presentations, this will be of great benefit!

The most changed application for 2010 is Outlook.  In the 2007 version Outlook was a hybrid, keeping some of the menus from the 2003 version and adopting some of the ribbon from 2007.  Now it is all ribbon based like the other applications.  One of the ribbon items added is called Quick Steps, which helps you to create often used items, like team meetings, quickly.

Outlook now tracks your email and other history with each contact.  The Conversation View allows you to look at the email threads as a conversation to find attachments or emails quickly.  It also lets you ignore future messages in that thread if you do not need to be a part of that conversation.

I am most impressed with Outlook’s new Social Connector.  The Social Connector is not completely developed but has amazing possibilities for people like me who are trying to manage Facebook, Twitter, RSS feeds, LinkedIn and other social media.  The Social Connector pane appears near the bottom of the screen, below an email message that you are reading.  It will update your Facebook, LinkedIn, or other social media sites for that contact and store the information in Outlook.  Essentially, when all of the applications are developed for the connector, Outlook would be the repository for all of your social media sites.  Since all of the connector applications are not developed yet, I’ll have to wait and see how powerful this feature will really be for my day-to-day use.

Like Word, Excel had a few main updates, but was not completely overhauled.  I was happy to see that Conditional Formatting now has more icon and style options.  Additionally, Excel 2010 added Sparklines, which are small charts in a cell.  The cell-sized charts are right next to the data that they are based on, making it very quick to see a visual representation of the data.  I really like not having to look over at a separate chart to get a basic idea of the data trends. The other Excel new feature is the Slicer.  It allows PivotTables to have more layers, making them even more powerful!

I cannot wait to get my hands on the new PowerPoint 2010 official release!  In the 2010 version, Microsoft has updated the video editing features.  Now, you can edit videos from within PowerPoint.  For example, you can add fade and transition effect and shorten or trim videos without needing an additional video editor.  I was disappointed to find out that they have not increased the number of video formats accepted.  PowerPoint 2010 is still limited to .avi and .wmv video formats unless you want to installation third-party codecs or applications.

PowerPoint 2010 also added more Photoshop-style photo editing.  You have more control over contrast and sharpening plus added picture effects and background removal options.  There are also more options for publishing your presentation to the Web.  I was excited to see that PowerPoint 2010 added 3D transitions, too!

It looks like the new Office 2010 has many user-friendly updates.  The Ribbon that we all had to get used to in Office 2007 will initially require some getting used to for those upgrading from Office 2003.  Overall, I’m really happy with the design in Office 2010 and the productivity increase potential that I can see from the new improvements.

Office 2010 Review (Part I)

December 30th, 2009 - by Angela

imagesI’ve been researching Office 2010 lately.  Based on my first impression, I’m pretty excited about adopting it when it is released in the first half of 2010.  As a trainer for Versitas, I can see so many fun ways to integrate the new elements into a great “new features” class.

I must admit that I am an early adopter.  I started using the full desktop version of Office 2007 as soon as it was in beta version.  It did take a little time to get used to the updated interface without my memorized menus, but I really like how user friendly it is!  I had not had the time to play with any pre-release version of Office 2010 yet so this was my first go-round with it.

I have to start off with the WebApps version change. Office 2010 Word, Excel, PowerPoint and OneNote applications will now be available to use (with limited functionality) in a web browser (Explorer, Firefox, and Safari).  Here comes cloud computing!  Users will only need to use SharePoint 2010 or a Windows Live Account.  For those people who use a netbook, this would work really well because it wouldn’t require a great deal of hard drive space. The WebApps are available to anyone who purchases Office 2010 or free to those who don’t mind having an advertising pane on their screen.

Another new feature, called BackStage, replaces the File menu.  It allows you to integrate tasks across multiple documents like printing and sharing. If BackStage works like it is supposed to, I’m going to love this facet of Office 2010.  As someone who integrates documents across the Office applications, I’m very much in favor of making it easier to share or print by putting everything in one place and under one tab.

Office 2010 will be installed much faster with what Microsoft calls Click-to-Run.  It will be an on-demand installation so that only the features that are needed will be initially installed. Whenever you need a feature that has not been enabled yet, you just click to quickly download that element.  The element activation will take less time because they have streamlined the install process.  Most of all, you don’t take up space on your machine with extras that you are not using.

New computers will come packaged with Office 2010 Starter version.  It will not have full functionality and won’t include all of the applications.  There will also be a fixed advertising pane within it.

Great Tools!

December 15th, 2009 - by Angela

toolsThis past week, I did a customized 1-on-1 deskside training class on specific topics in Microsoft Excel, Visio, and Project.  It had been a while since I’d done training on Visio and Project. As we went over the individual’s questions, I was reminded of what great tools Project and Visio are.  (Note: Versitas doesn’t sell any of these products, so these are just my personal thoughts on the software.)

If your company uses either of those applications, I’m sure you know what I’m talking about.  If you don’t, I’ll fill you in.  Visio is a drawing software that lets you turn your designs, diagrams and maps, etc., into visual documents easily. You can create flowcharts, organizational charts, maps, and much more.  There are stencils available with all kinds of shapes to use for your designs.

The student I was working with was mainly concerned with floor plans.  She had scanned in her floor plans and wanted to plot items on those plans. She had an Excel spreadsheet listing all of the items and their dimensions/specs.  I showed her how to import the Excel spreadsheet items in a list in Visio that she could use to drag those specs onto the items/shapes she had plotted in Visio.

It was all so easy!  She thought she was going to have to go shape by shape and type in all of the information.  It was one of those “happy trainer moments” to see the look of relief on her face when she realized the time she was going to save.  Also, she was now going to be able to WOW her clients with the quality of her presentations.

We also worked with some Introductory topics in Project.  Project is a project management software that assists in developing task timelines, planning and managing budgets, assigning and tracking resources, and assessing progress.  Some people think Project is too complex.  With a little training, it doesn’t feel overwhelming at all.  In fact, it really can help a project manager in so many aspects.

Most of my student’s projects initially followed a similar pattern and format setup.  I told her that she would need to spend some time setting up a generic template.  After creating the first one, she could use that template for her other projects.  She would have some date adjusting and other tweaking to do but those would require little time if the template was set up correctly.

We really had a fun training session.  She was excited to see how these tools could work for her.  I was happy to see what a great help the software would be for her with just our half day of training.  It made me realize once again that the software we use can be so useful to our jobs!

One-to-One Training

November 23rd, 2009 - by Angela

blank_logo_opt1After talking with a couple of people last week about one-to-one training, I realized that some people do not know how useful this type of training is.  After almost every one-to-one (sometimes called deskside) training session I’ve done for the first time with someone, they tell me how much they wish they had known about that type of training long ago!  I guess that since I’ve been doing this type of training for years, I figured that everyone was aware of customized one-on-one deskside training.  That’s what I get for assuming…

My one-to-one Versitas training session last week was a great example of how beneficial this type of training can be for a person (and for a company). The training was actually one-on-two since there were two people from one company that I trained at the same time.  One person was at her desk computer and the other brought her laptop.  The setup was very quick and easy.

I sat where I could see both screens.  The focus of the training was Excel so we worked on their own spreadsheet files.  One of the comments I received from them was how nice it was to use their own files instead of example files.  Everything we covered was completely relevant and applicable to their jobs. 

Our main focus was formulas and functions, but we also covered a few math concepts, too, to make sense of the formulas. We would never have been able to do that type of customization in a big class. Both of the students were delighted that we could address all of the questions right on their very own files.

The person who designed the spreadsheets did quite a bit of linking and complex formulas.  After a basic explanation of Excel formulas, we went through most of the formulas on the spreadsheets that they didn’t understand. They caught on quickly and soon they were creating some complex formulas themselves. 

Both of the students told me how much they liked the completely customized training session.  One of them said that she had gotten more out of the first hour of our session than out of any of her past Excel classes. She was excited to be able to now take some of the work off of her supervisor’s already overloaded shoulders.  I truly believe that the training was a great benefit to both the students and their company.

I am hoping that this post will help spread the word about the value of one-to-one training sessions.  Try it - you may never want to sit through a full day class again!

Training and the Bottom Line

November 16th, 2009 - by Angela

bottomline4In my reading, I ran across a great quote that really got me to thinking about training and its costs/benefits.  The article was by a workshop facilitator who said something that I had heard before but was glad to be reminded of again.  Her statement was, “What if you train them and they leave?  What if you don’t and they stay?” 

I’ve heard some corporations say that they don’t train people because they will just leave and use that knowledge to help a competitor.  I think the above quote is a very good argument against that type of thinking.  Training can be a large expense for a corporation.  From my experience, it is definitely worth the cost.  In my own life, I can see the time savings after learning how to do something better or faster after participating in a training class.

Outside of my own experiences as a trainee, I’ve seen it happen many, many times as a trainer, too. Once when I was teaching a Versitas Advanced Excel class at a corporation, I showed the students how to setup and run a macro.  I heard a gasp come from one woman after we had gone through these steps.  I immediately went over and asked her if everything was okay.  She said she was about to cry because she was so happy.  That made my day! 

She went on to tell me that she had to format a report that was downloaded from a database 2-3 times every week.  She would spend at least 2 hours each time formatting the report (deleting columns, adjusting numbers to a custom style, etc.).  If she set up a macro to do those steps for her, it would save her about 4-6 hours each week!! 

I thought about how much those 4-6 hours each week could save the corporation she worked for over the period of a year.  If she made $25 an hour (I’m guessing here since I don’t know her salary) times 4 hours each week times 50 weeks, that would be $5,000 in savings!  The training class for the whole group of 10 people would not have cost that much.  So, for one person alone, that training class paid for itself to the corporation in terms of its bottom line.  Not to mention how much time the other participants in the class were able to save the company with the new skills they learned.

But, there’s more.  The lady came back for the afternoon part of the training class. She had been so excited that she had shown her co-workers how to do the macro during lunch. The other co-workers did the same report she did each week. She had told her supervisor about it, too.  She was happy because she could now spend more time each week following up with vendors, which she had not had time to do in the past.

In the training industry it is sometimes hard to quantify or put an amount on how much training contributes to the bottom line for a corporation.  This example, though, made me realize that corporations cannot afford not to train.  Not only does training save employees time (which saves the corporation money), it makes for a happier, more loyal workforce.

Thoughts on Office Live Workspace

September 28th, 2009 - by Angela

microsoft_windowsofficelive4

This week I’ve been trying out a couple of new products that I haven’t had time to experiment with yet.  They aren’t new technologies but are some things I’ve wanted to try out.  My main goal was to see if they were useful enough to recommend to clients, especially since they are free software.

 

In my training with Versitas, I am sometimes asked about my evaluation of different software.  I know that not everyone is working with unlimited budgets these days, so I try to look for add-ons that can work with someone’s current software. 

 

So, I found a little time this week to try out Microsoft Office Live Workspace and SharedView.  Office Live Workspace is supposed to be able to work seamlessly with Microsoft Office 2007 to give you space to store, edit, and share files with others.  I thought that might be a good option for some of my clients if they did not have the IT manpower to set up and maintain a SharePoint server.

 

I purposefully did not read any reviews or evaluations of Office Live or SharedView.  I wanted to get my take on it without being biased by others’ thoughts.  Here is the scoop on Microsoft Office Live Workspace (technically in beta version).  You can upload, store, and share any Microsoft Office Word, PowerPoint and Excel document.  You get 5GB of storage room!  I like this alternative to a flash drive for use when I am training.  SharedView allows you to connect with others to view, share, edit, and collaborate on documents.  This is a great option for me to use if I need to create training materials with other trainers located in various cities. 

 

So, how did it go?  The account setup process for Microsoft Office Live Workspace was very easy.  Since I already had a Hotmail account, I didn’t have to enter any personal information.  It is a big plus in my book if I don’t have to remember another username/password!  During the download/install process for SharedView, it was recommended that I download Silverlight, an XML update and Sign-in Assistant - all free.  The whole process only took about 20 minutes.  I like that kind of quick installation!

 

I created a workspace for my Versitas files and uploaded several to try it out.  When I opened up Microsoft Word and clicked on the Office button, I have the options to “Open From” and “Save To” Microsoft Office Live Workspace.  You have to log in the first time but can change the settings so that it will automatically log you in for future use.  Cool!  I have a access to all of my uploaded documents that I put into my created Versitas workspace on the Office Live website.

 

My overall opinion?  Pros: Easy to install and use.  Cons: Can only upload files that are Word, Excel, or PowerPoint.  If I were Microsoft and designed a free software, I’d probably limit that, too.  This software is not for everyone but I would recommend it for clients that need basic collaboration and/or Microsoft Office file web storage that is easy to use.  You may want to give it a try!

Trainer Puzzles

August 31st, 2009 - by Angela

Since I was a little kid, I have always enjoyed putting puzzles together.  I liked getting the corner pieces and edges in place and looking back and forth at the picture of the complete puzzle to check my work.  It was very rewarding to have to sort through all of the available pieces and find just the right one that fit in just the right place.  As a family, I fondly remember time spent putting puzzles together and enjoying time to visit.  It was also nice to work the puzzle with other people so that I had help when I got stuck. 
 
In the training class I taught today, I enjoyed working on what I call a “trainer puzzle”. It reminded me of all the puzzles that I had put together over the years.    In today’s class, we were designing PivotTables in Excel.  One of the students wanted to streamline the process and customize her PivotTable.  The constraints and conditions she had on her data created a situation that neither I nor any of the students had ever dealt with before. 
 
Almost all of the students in class (they were all from the same department in the same company) had encountered the problem too.  So, we took some time to brainstorm and try different options to see what might work.  We had a good time puzzling through the different Excel features we knew and finally hit on a great solution.  None of us could have figured it out by ourselves, but together we finished that trainer puzzle successfully.
 
Intentionally or unintentionally, puzzles help us develop our skills in whatever application or life challenge we dare to endeavor.  We may complete a puzzle with more gray hair and with a few more wrinkles, but we have learned and improved ourselves.
 
In the training environment a puzzle can be a unique opportunity for the growth and development of employees.  Puzzles foster the growth of a business by the opportunities that individuals within a firm take to develop their skills in that particular area.  In turn those skilled individuals give that business a unique edge.  The employees also develop skills that are beneficial for their career advancement.
 
Training is just one important area in which puzzles in business can be solved or brought to light to the advancement of everyone around.