Posts Tagged ‘Excel’

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.

Upgrading from Office 2003 to Office 2007

August 18th, 2009 - by Angela

Early last year I made the jump from Office 2003 to Office 2007.  I had heard and read about how different the new user interface was and had even seen it demonstrated at a conference.  Even so, I still get a little concerned when I make the move to a new software version.  I don’t think I was completely prepared for how dramatic the changes were. 

In order to even install the upgrade, I had to double the memory on my laptop.  (There have been many times that I wish it were that easy to upgrade our brains.  Why can’t I just double my memory from time to time?)  Then, after reading several articles on upgrading hints/tips, I adjusted several other settings to make the best use of the software on my computer.  Whew…I was already worn out and had not even started playing around with the software yet!

Fortunately, I had a week long series of Microsoft Office 2007 training classes coming up in the next month.   I was glad to have that scheduled so that I would feel the pressure to really digest the new software quickly and not procrastinate and learn it as I went along..  Once the training started, it was good that my upgrade experience was fresh in my memory so I could answer questions from students about upgrading their home computers to match their work computers.

Here are some things that I learned that might help you if you are upgrading to Microsoft Office 2007.

1)  Be patient with yourself.  The new user interface uses tabs, wide toolbars, and drop-down groups of items (officially called ribbons and galleries).  After using the menu for File -> Page Setup, it is difficult when there is no longer a menu at all.  Initially, I spent most of my time looking for each item’s new location.  It took me about a month of solid use to get used to all the new tabs and buttons. 

2)  Really take time to examine each tab and button group.  Just like when you learn a new language, you have to understand the structure of sentences and grammar, so you have to learn the structure of the new interface.  Microsoft did a good job in creating the new interface.  For the most part, it does make sense where most items have been placed.  I think the new interface is much more user friendly than previous versions.

3)  Try out some of the new features, like Smart Art and Live Preview.  I am so addicted to having Live Preview!   When I do training in Office 2003, I get frustrated when I remember that I don’t have that feature.   I also like the ability in Excel to be able to type a long formula and not cover up the column headings!  The color schemes are really amazing, too. 
 
5)  The one piece of the software suite that was not changed much is Outlook.  It had a dramatic overhaul in a previous version, so you will still see the regular menu like you had before in combination with some new ribbons and galleries.  Also, you can use the launcher button in many of the groups of buttons on the tabs to get to the dialog box that looks like the 2003 version.
 
6)  If you look at the tabs on 2007, you’ll see the buttons grouped together.  In the bottom right corner of each of these groups, there is a button that looks like the right and bottom side of a square.  This launcher button will open a dialog box that relates to that group of buttons.  So, if you are in Word 2007, on the Home tab in the Font group, click the launcher button.  It will open the Font dialog box that you remember from version 2003.

7)  If you are struggling initially, most of the old shortcuts will still work.  Because my last name has a tilde symbol (~) over the “n”, I use the Alt+I, S, shortcut to get to the symbol dialog box.  That still works in the new Office 2007 version.  You can always go to the good old Help button and search for the shortcut list for more of these. 

Of course, just about the time you’ve mastered Office 2007, Microsoft will release their newest offering Office 2010….here we go again!

Software Training in a De-personalized World

August 3rd, 2009 - by Angela

Last week I was working on my laptop in the living room and received an email from my husband. He was in our bedroom study…just a couple of steps away in the room next to me.  I’m not kidding!  In another instance, a friend of mine told me about the time she found her four children all sitting in the same room together but arguing with each other on Facebook.  What’s happening here?

 

On a television show last month, I watched an interview with a dad whose daughter had racked up thousands of text messages in one month.  Fortunately he didn’t have to pay the almost $3,000 that the bill would have been because he had an unlimited texting service plan.  Instead of talking to the daughter in person, the father texted her to tell her that she was grounded from texting.  These are three examples of de-personalization in our everyday lives.

 

Advances in technology (such as chatting online, communicating via Facebook and Twitter, and texting on cell phones) have depersonalized so many social parts of life.  It’s not necessarily all bad, but it’s important to be aware of it.

 

In many of my software training classes with Versitas, I hear students comment on how important human interaction is to help them learn.  When offered online versus in-person classes, I have many students that choose to attend the in-person training class.  It seems that many people are craving training that is taught by an actual instructor in the classroom.  Especially when employees are sitting in cubicles all day communicating via email and phone, in-person training often seems to boost morale by allowing actual human interaction between the employees.

 

Although online classes might be the perfect match for some students, other students consistently prefer to attend an instructor-led training class.  Every training method must compete for the attention of students, who must often check email or voicemail during the training.  This is where in-person training can be very helpful.  The personal touch of meeting eye-to-eye with an individual gives a personal contact that happens during in-person training. The nuance of feeling the moment and understanding when an individual needs that extra bit of attention is an important ingredient and helps to really teach the skills that are needed in today’s corporate environment.

 

Individuals in a corporation like everyone else want to know that they are being listened to and taken seriously.  Learning new applications or programs like Microsoft Access, PowerPoint, Excel, etc., can be anywhere from overwhelming to monotonous and impersonal when an individual tries to learn something on their own.  With an instructor carefully listening to their questions and needs, I believe it can help create a better learning experience.

 

After all, isn’t that what it’s really all about?