2. Allen Lloyd
• Executive Assistant to Clarke Price (CEO) & Laura Hay (COO) at OSCPA
• 2 years in local government
• 6 years in public accounting
• 5 years in banking
4. What will be covered?
New Size
Review New Window Social
Charts
PDF Flash Fill Connector
Presenter
Reading Recommendations Peek
Mode
Formatting Power View Attachment?
Look great
Video Spreadsheet Weather
easier
Compare
5. 90/10 rule of new Office versions
10% Do what it
always did
New and
90% usefull /
annoying
changes
6. Office
• Flatter design = better for touchscreens
• Built for creation & consumption
• Pushing SkyDrive
• Better alert messages
8. SkyDrive – Google Docs for people who
hate Google
• Works like Google Docs
• Save files retrieve anywhere with internet
• Limited editing capacity
• Works (kind of) on tablets and phones
Lets try it!
9. Office 365
• Streaming version of Office
• Options for
• Individuals
• Small organizations
• Large organizations
• Social option
• Updates on people or documents you “follow”
10. Alerts
• Work the same way
• You do something “wrong”
• Microsoft tells you about the mistake
• Change in tone
11. Excel – New Window
• Files no longer open in the same window
• Tabs can be moved or copied to any open file
12. Excel – Flash Fill
• Allows cells to be split or combined based on an example you provide
• NOT PERFECT!!!!
• If there are multiple cells with the same data Excel could pick the wrong one!
• Always check your data
• If there is one row that has unique data start with it
Lets try it!
13. Excel – Recommendations
• Not sure about the best PivotTable or Chart?
• Also great for people new to PivotTables!
Lets try it!
14. Excel – Power View
• A mixture of PivotTables and charts powered by the internet
• Previously a part of SharePoint
Lets try it!
16. Word - Editing
• Can now reply to comments
• New view options
• Lock file so changes must be tracked
Lets try it!
17. Word - PDF
• Open PDFs in Word, just click and they open
• Makes editing a file already converted to PDF easy!
Lets try it!
18. Word – Insert Images or Video
• Formatting is now live, you don’t drop and then see what happens
• Text wrapping redesigned
• Can add a video
Lets try it!
19. Outlook – Social Connector
• Gathers information from social media
• LinkedIn
• Facebook
• SharePoint
• NO Twitter… yet
Lets try it!
20. Outlook – edit in preview
• The message preview window has evolved!
• In addition to being able to read messages you can now compose a
reply
• Unsent messages are automatically saved to DRAFTS folder
Lets try it!
21. Outlook - Weather
• Outlook gives a three day forecast for any location
• Additional locations can be added
Lets try it!
22. Outlook - People
• Contacts are now People
• Will use Social Connector
• Same info worse layout
Lets try it!
24. PowerPoint – 16:9
• Default aspect ration is now 16:9
• Old 4:3 still available
Lets try it!
25. PowerPoint – Shapes and Diagrams
• Added functionality – similar to Visio Capacity
• Merge shapes
• Once merged shapes do NOT come back apart
Lets try it!
32. Tips: Calendars overlap
• Similar to scheduling assistant but easier to see
• Need to have access to calendars
Lets try it!
33. Tips: Custom Ribbon
• Works in any Office program
• Allows user to add a tab with custom commands
• Allows customization of current commands
Lets try it!
34. Tips: Folders vs. Categories
• In Outlook categories can perform the function of folders
• Allows for message, contacts or events to be in multiple categories
Lets try it!
35. Tips: Drag People or Message
• In Outlook People and Messages can be dragged to create
• Appointments
• People
• Message
Lets try it!
36. Tips – Hidden characters or formatting
• In Word if you ever have a section that does not look right
• If your cursor jumps from one place to another for no apparent
reason
• You might have a hidden character or formatting anomaly.
Lets see them!
When Microsoft updates their software users really want 90% of it to be the same as before with 10% that will help them work faster. Did Microsoft hit the mark with Windows 2014???
Streaming options keep settings on cloud, so your personal dictionary will follow you wherever you logon. Remembers where you last left off in a document.Allows for hotel sites for staff who are not in the office or for netbooks for some staff
Word and PowerPoint now allow you to jump to where you left off the last time you saved the file. While this is nice for editing and getting to your last stopping point the real use is for tablets and people consuming your data. If you are following along to slides and accidentally close your window to use another program when you re-open you can jump right to where you left off. Or if you are preparing for a meeting and using SkyDrive you can pick back up where you left off on other devices.
If you are like me and you hate Googledocs Microsoft is coming to the rescue. SkyDrive takes the basic idea of documents in the Cloud and makes it look like the file system you have been using for the past 100 years of Office computers. With the added bonus of having everything available on your computer, online, on your phone, and off line on your computer. But again it looks and feels like a traditional file structure.
Ask designer for set of colors to match other marketing materialsSave as a custom color setChange any show to the custom colors
Shawshank remembering toolHow often do you notice a person’s shoes / socksIf you can’t remember something from this presentation think about your socksTool to connect unrelated items to help you remember things.
Two things to consider when doing an Out of Office messageOutlook shows people your message before they send their message. Put critical information (when you are out and where you are) first so they know that without any extra effort.If you are sending a message and see other people’s message but don’t see any of the critical information hover over their message and you will see the whole thing.It is a little thing but it can be very helpful.