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MODULE 9
SKILLS
Integrating Word, Excel,
Access, and PowerPoint
© Paradigm Publishing, Inc. 1
SKILLS© Paradigm Publishing, Inc. 2
SKILLS
Guidelines for Integrating Content
between Programs
© Paradigm Publishing, Inc. 3
 Integrating means that you bring together two or
more different application files
 First you create a document or file in the Office
application that best suits the data
 That application is called the source program
 Then you copy or export that file or its data to
one of the other applications, called the
destination program
SKILLS
Guidelines for Integrating Content
between Programs…continued
© Paradigm Publishing, Inc. 4
SKILLS
Guidelines for Integrating Content
between Programs…continued
© Paradigm Publishing, Inc. 5
SKILLS
Guidelines for Integrating Content
between Programs…continued
© Paradigm Publishing, Inc. 6
 When you integrate data or objects from one
application into another, you can choose
between two methods:
1. copying and pasting
2. embedding or linking the data or object
SKILLS
Guidelines for Integrating Content
between Programs…continued
© Paradigm Publishing, Inc. 7
 When you embed an object, such as an Excel
chart in a Word document, the chart becomes a
separate object in the Word document
– any changes you make to the chart in the source
Excel workbook will not affect the embedded chart in
the Word document
 In contrast, if you link the chart, it then resides,
or has its home, in the Excel workbook and is
not a separate object
– when you change the chart in the Excel workbook, it
will automatically be updated in the Word document
SKILLS
Skills You Learn
1. Export a Word outline to PowerPoint
2. Insert an Excel chart in Word
3. Create an Access table from Excel data
© Paradigm Publishing, Inc. 8
SKILLS
Skill 1 Steps: Export a Word Outline
to PowerPoint
1. Click the Customize Quick Access Toolbar
button
2. Click More Commands at the drop-down list
3. Click the Choose commands from option box
arrow
4. Click All Commands
5. Scroll through the list box and then double-click
Send to Microsoft PowerPoint
6. Click OK
© Paradigm Publishing, Inc. 9
SKILLS
Skill 1 Steps…continued
7. Click the Send to Microsoft PowerPoint button
on the Quick Access toolbar
8. Save the PowerPoint presentation as
Lastname-M9-S1-BusinessPlan
9. Close PowerPoint
10. In the Word window, right-click the Send to
Microsoft PowerPoint button on the Quick
Access toolbar
11. Click Remove from Quick Access Toolbar
12. Close Word without saving the document
© Paradigm Publishing, Inc. 10
SKILLS
Skill 1 Visual: Export a Word Outline
to PowerPoint
© Paradigm Publishing, Inc. 11
Scroll through the list
box and then double-
click Send to Microsoft
PowerPoint.
SKILLS© Paradigm Publishing, Inc. 12
Exporting a PowerPoint Presentation to Word
 To export data from a PowerPoint presentation
to Word:
1. click the FILE tab in your PowerPoint presentation
2. click the Export option
3. click Create Handouts
4. click the Create Handouts button to open the Send
To Microsoft Word dialog box
5. click a layout option
6. click OK
SKILLS
Skill 2 Steps: Insert an Excel Chart in Word
1. Click a blank area of the Excel chart to select
the chart
2. Click the Copy button in the Clipboard group on
the HOME tab
3. Click the Word button on the Taskbar
4. Click the Paste button arrow in the Clipboard
group on the HOME tab
5. Click the Keep Source Formatting & Link Data
button (the fourth button under Paste Options)
© Paradigm Publishing, Inc. 13
SKILLS
Skill 2 Visual: Insert an Excel Chart in Word
© Paradigm Publishing, Inc. 14
Click the Keep Source
Formatting & Link
Data button.
SKILLS© Paradigm Publishing, Inc. 15
Editing and Formatting a Linked Chart in Word
 To edit chart data:
1. click the CHART TOOLS DESIGN tab
2. click the Edit Data button
 To change the chart style:
1. click the CHART TOOLS DESIGN tab
2. select a chart style from the Chart Styles gallery
 To change shape styles and WordArt styles:
1. click the CHART TOOLS FORMAT tab
2. select an option
SKILLS
Skill 3 Steps: Create an Access Table
from Excel Data
1. Select cells in Excel
2. Click the Copy button in the Clipboard group on
the HOME tab
3. Click the Access button on the Taskbar
4. Click the Paste button arrow in the Clipboard
group on the HOME tab
5. Click Paste Append at the drop-down list
6. At the warning box asking if you are sure you
want to paste the records, click Yes
© Paradigm Publishing, Inc. 16
SKILLS
Skill 3 Visual: Create an Access Table
from Excel Data
© Paradigm Publishing, Inc. 17
Click the Paste button arrow in
the Clipboard group on the
HOME tab and then click Paste
Append at the drop-down list.
SKILLS© Paradigm Publishing, Inc. 18
Importing Excel Data
 When you import data, the file is converted for
use by the destination application
 To import an Excel file into Access:
1. click the EXTERNAL DATA tab in Access
2. click the Excel button in the Import & Link group to
open the Get External Data – Excel Spreadsheet
dialog box
3. specify the data source and storage options then
click OK to open the Import Spreadsheet Wizard
dialog box
4. specify import options and then click Finish to
complete the import

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Gl13 m9-presentation

  • 1. MODULE 9 SKILLS Integrating Word, Excel, Access, and PowerPoint © Paradigm Publishing, Inc. 1
  • 3. SKILLS Guidelines for Integrating Content between Programs © Paradigm Publishing, Inc. 3  Integrating means that you bring together two or more different application files  First you create a document or file in the Office application that best suits the data  That application is called the source program  Then you copy or export that file or its data to one of the other applications, called the destination program
  • 4. SKILLS Guidelines for Integrating Content between Programs…continued © Paradigm Publishing, Inc. 4
  • 5. SKILLS Guidelines for Integrating Content between Programs…continued © Paradigm Publishing, Inc. 5
  • 6. SKILLS Guidelines for Integrating Content between Programs…continued © Paradigm Publishing, Inc. 6  When you integrate data or objects from one application into another, you can choose between two methods: 1. copying and pasting 2. embedding or linking the data or object
  • 7. SKILLS Guidelines for Integrating Content between Programs…continued © Paradigm Publishing, Inc. 7  When you embed an object, such as an Excel chart in a Word document, the chart becomes a separate object in the Word document – any changes you make to the chart in the source Excel workbook will not affect the embedded chart in the Word document  In contrast, if you link the chart, it then resides, or has its home, in the Excel workbook and is not a separate object – when you change the chart in the Excel workbook, it will automatically be updated in the Word document
  • 8. SKILLS Skills You Learn 1. Export a Word outline to PowerPoint 2. Insert an Excel chart in Word 3. Create an Access table from Excel data © Paradigm Publishing, Inc. 8
  • 9. SKILLS Skill 1 Steps: Export a Word Outline to PowerPoint 1. Click the Customize Quick Access Toolbar button 2. Click More Commands at the drop-down list 3. Click the Choose commands from option box arrow 4. Click All Commands 5. Scroll through the list box and then double-click Send to Microsoft PowerPoint 6. Click OK © Paradigm Publishing, Inc. 9
  • 10. SKILLS Skill 1 Steps…continued 7. Click the Send to Microsoft PowerPoint button on the Quick Access toolbar 8. Save the PowerPoint presentation as Lastname-M9-S1-BusinessPlan 9. Close PowerPoint 10. In the Word window, right-click the Send to Microsoft PowerPoint button on the Quick Access toolbar 11. Click Remove from Quick Access Toolbar 12. Close Word without saving the document © Paradigm Publishing, Inc. 10
  • 11. SKILLS Skill 1 Visual: Export a Word Outline to PowerPoint © Paradigm Publishing, Inc. 11 Scroll through the list box and then double- click Send to Microsoft PowerPoint.
  • 12. SKILLS© Paradigm Publishing, Inc. 12 Exporting a PowerPoint Presentation to Word  To export data from a PowerPoint presentation to Word: 1. click the FILE tab in your PowerPoint presentation 2. click the Export option 3. click Create Handouts 4. click the Create Handouts button to open the Send To Microsoft Word dialog box 5. click a layout option 6. click OK
  • 13. SKILLS Skill 2 Steps: Insert an Excel Chart in Word 1. Click a blank area of the Excel chart to select the chart 2. Click the Copy button in the Clipboard group on the HOME tab 3. Click the Word button on the Taskbar 4. Click the Paste button arrow in the Clipboard group on the HOME tab 5. Click the Keep Source Formatting & Link Data button (the fourth button under Paste Options) © Paradigm Publishing, Inc. 13
  • 14. SKILLS Skill 2 Visual: Insert an Excel Chart in Word © Paradigm Publishing, Inc. 14 Click the Keep Source Formatting & Link Data button.
  • 15. SKILLS© Paradigm Publishing, Inc. 15 Editing and Formatting a Linked Chart in Word  To edit chart data: 1. click the CHART TOOLS DESIGN tab 2. click the Edit Data button  To change the chart style: 1. click the CHART TOOLS DESIGN tab 2. select a chart style from the Chart Styles gallery  To change shape styles and WordArt styles: 1. click the CHART TOOLS FORMAT tab 2. select an option
  • 16. SKILLS Skill 3 Steps: Create an Access Table from Excel Data 1. Select cells in Excel 2. Click the Copy button in the Clipboard group on the HOME tab 3. Click the Access button on the Taskbar 4. Click the Paste button arrow in the Clipboard group on the HOME tab 5. Click Paste Append at the drop-down list 6. At the warning box asking if you are sure you want to paste the records, click Yes © Paradigm Publishing, Inc. 16
  • 17. SKILLS Skill 3 Visual: Create an Access Table from Excel Data © Paradigm Publishing, Inc. 17 Click the Paste button arrow in the Clipboard group on the HOME tab and then click Paste Append at the drop-down list.
  • 18. SKILLS© Paradigm Publishing, Inc. 18 Importing Excel Data  When you import data, the file is converted for use by the destination application  To import an Excel file into Access: 1. click the EXTERNAL DATA tab in Access 2. click the Excel button in the Import & Link group to open the Get External Data – Excel Spreadsheet dialog box 3. specify the data source and storage options then click OK to open the Import Spreadsheet Wizard dialog box 4. specify import options and then click Finish to complete the import

Editor's Notes

  1. In Module 9, you will learn to integrate the softwares you have learned to use in previous modules—Word, Excel, Access, and PowerPoint.
  2. In this module, you export a Word outline of a business plan into PowerPoint to create a new presentation. You then enhance a business letter by inserting an Excel chart into a Word document. You also copy Excel data into an Access table.
  3. A key advantage in using the Office 2013 suite is that you can integrate data between the application programs.
  4. For example, if you needed to create an inventory chart, you would use Excel as illustrated in the top image in this slide. You could then insert that Excel chart in a Word document to help get your message across as illustrated in the middle image in this slide. You could also copy the Excel chart data into an Access table to create new database records as illustrated in the bottom image in this slide.
  5. As another example, if you need to create a PowerPoint presentation and you already have the information for the slide show typed as an outline in a Word document, you don’t need to retype the text into PowerPoint. Instead, you simply export, or copy, the Word outline into a blank PowerPoint presentation as illustrated in this slide.
  6. Copying and pasting works well for single-use situations, such as the above example of copying the Word outline into PowerPoint. However, embedding or linking works well for situations in which you might continue to use the source and destination files separately as well as together.
  7. Embedding and linking are notably different. The embed option and the link option both have an advantage over copying and pasting, because you can edit an embedded or a linked object using the tools of the source program.
  8. Navigation Tip: In Slide Show view, click an underlined skill on this slide to navigate directly to the related slide. At any time in Slide Show view, you may navigate to the beginning of this presentation by clicking the left-most button at the bottom center of the slide. To navigate to the previous slide in this presentation, click the second button from the left. Click the SKILLS button to return to this slide. Click the button to the right of the SKILLS button to navigate to the next slide in this presentation, and click the right-most button to navigate to the end of this presentation.
  9. Some people prefer to plan their PowerPoint presentations by creating an outline in Word and then exporting that content to PowerPoint to work on slide design. PowerPoint creates new slides based on the heading styles that you used in the Word outline. PowerPoint creates slide titles from text that you formatted with the Heading 1 style. Paragraphs you formatted in the Heading 2 style become the first-level bulleted text. Paragraphs you formatted in the Heading 3 style become the second-level bulleted text, and so on. Another Way: Scroll through the list box, click the command, and then click the Add button.
  10. PowerPoint opens and displays the presentation in Normal view. You are saving the file in PowerPoint, and the file has a .pptx extension, even though the initial data came from a Word file, with a .docx extension.
  11. The commands are listed in alphabetical order as illustrated in this slide. Your Quick Access toolbar may have different buttons than the ones shown in the illustration in this slide. If you are unsure which button to use, hover the mouse pointer over each button until you locate the one with the Tooltip that reads Send to Microsoft PowerPoint.
  12. You may want to do this so that you can use Word’s features to customize your handout formatting. Another reason might be to use the contents of your presentation as the basis for a report or other document.
  13. You can copy an Excel chart to a Word document. When you do so, you have the option to link the chart. When you link the chart, you will be able to edit the object in Excel (called the source program) even though the chart is in a Word document. If you change the chart in Excel, the chart will also be updated in Word (called the destination program) if the Word file is open on the same computer when the Excel file is edited. In other words, if you edit a linked chart with both the source and destination files open on the same computer at the same time, you will always have an up-to-date chart. NOTE: If you edit data in Excel, you may need to click the Refresh Data button in the Data group on the CHART TOOLS DESIGN tab for the edits to appear in the linked Word chart. Click Use Destination Theme & Link Data button to link the chart and change the chart formatting to match the formatting in the document.
  14. You can see the linked object (chart) in the Word document, as illustrated in this slide, but the object itself is located in its original Excel file.
  15. In Word, click a linked chart to display the CHART TOOLS DESIGN and LAYOUT tabs. You can use options on these tabs to edit and format the linked chart without having to leave Word. You can also use the Layout Options, Chart Elements, Chart Styles, and Chart Filters buttons that appear next to a selected chart to format and edit a linked chart.
  16. Add new records to an Access table by directly typing them in or by copying the information from a Word file or an Excel file. In this skill, you learn to add records to an Access table by copying them from an existing Excel file. Copying existing data can help you avoid mistakes that can sometimes occur when retyping data.
  17. You select the Paste Append option, as illustrated in this slide, because you are adding records to an existing table.
  18. Another way to enter data into an Access table is to import the data from an existing Excel file.