Integration Integrating Word, Excel, Access, and PowerPoint

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Presentation transcript:

Integration Integrating Word, Excel, Access, and PowerPoint

Objectives Merge Access data with a Word document Complete an entire mail merge process for form letters Preview and print a merged document Create a Word outline

Objectives Create PowerPoint slides from a Word outline Copy and paste an Access query into a PowerPoint presentation Link an Excel chart to a PowerPoint presentation

Planning the Form Letter A form letter is a Word document that contains standard paragraphs of text and a minimum of variable text Main document Merge fields Data source The process of combining the main document with the data source is called a merge Mail merge

Planning the Form Letter

Merging Access Data with a Word Document Open the main document in Word, and then click the Mailings tab on the Ribbon Click the Start Mail Merge button, and then click the type of document you want to use as the main document Click the Select Recipients button, click Use Existing List, select the database in the Select Data Source dialog box, and then click the Open button If the Select Table dialog box opens, click the table or query in the database that you want to use, and then click the OK button Click the Edit Recipient List button, filter the list in the Mail Merge Recipients dialog box, and then click the OK button

Merging Access Data with a Word Document

Merging Access Data with a Word Document Position the insertion point in the document where you want the merge field to appear, in the Write & Insert Fields group, click the Address Block, Greeting Line, or Insert Merge Field button, and then set options and match fields as necessary in the dialog box that opens or click the Insert Merge Field button arrow, and then select the merge field you want to insert from the menu that opens Click the Preview Results button, and then click the Next Record button to scroll through the merged documents Click the Auto Check for Errors button, click the Simulate the merge and report errors in a new document option button, click the OK button, and then respond to any errors found or click the OK button in the dialog box that reports that no errors were found

Merging Access Data with a Word Document

Merging Access Data with a Word Document

Merging Access Data with a Word Document To print the merged documents, in the Finish group, click the Finish & Merge button, click Print Documents, click the appropriate option button in the Merge to Printer dialog box, click the OK button, and then click the OK button in the Print dialog box To edit individual letters or to save a copy of the merged documents, in the Finish group, click the Finish & Merge button, click Edit Individual Documents, click the appropriate option button in the Merge to New Document dialog box, click the OK button, edit any letters as needed, and then save the merged document

Merging Access Data with a Word Document Preview of mail merge

Creating a Word Outline You can create an outline in Word by typing text directly in Outline view in a new document To format text as an outline, you use the Promote and Demote buttons on the Outlining toolbar The Promote button promotes, or moves up, the selected paragraph to the next higher outline level The Demote button demotes, or moves down, the selected paragraph to the next lower outline level

Creating a Word Outline

Creating PowerPoint Slides from a Word Outline When you create slides from a Word outline, PowerPoint uses the heading styles in the Word document to determine how to format the text In the Slides group on the Home tab, click the New Slide button arrow, and then click Slides from Outline Locate the file containing the outline, and then click the Insert button

Creating PowerPoint Slides from a Word Outline

Copying and Pasting an Access Query into a PowerPoint Presentation Open the slide to contain the query Open the Access database containing the Query In the Navigation Pane, double-click Updated Services Requested Query Click the selector to the left of the column heading Click the Copy button Return to the presentation Click the Paste button

Copying and Pasting an Access Query into a PowerPoint Presentation

Linking an Excel Chart to a PowerPoint Presentation In Excel, select the data or chart that you want to insert into a PowerPoint presentation, and then click the Copy button To link Excel data or a graph, in PowerPoint, click where you want to insert the data or graph, click the Paste button arrow, and then click Paste Special. In the Paste Special dialog box, click the Paste link option button, click Microsoft Office Excel Worksheet Object or Microsoft Office Excel Chart Object, if necessary, and then click the OK button Or To link an Excel graph, in PowerPoint, click where you want to insert the graph, and in the Clipboard group, click the Paste button. In the slide, near the lower-right of the pasted object, click the Paste Options button, and then click the Chart (linked to Excel data) option button, if necessary

Linking an Excel Chart to a PowerPoint Presentation