SELF-HELP GUIDE BASIC COMPUTING APPLICATION AT OFFICE
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1 SELF-HELP GUIDE BASIC COMPUTING APPLICATION AT OFFICE SET-UP PASSWORD MAIL MERGE VLOOKUP Written by Student Affairs Office The Open University of Hong Kong Dated August 2015
2 SET-UP PASSWORD If you want to protect a document from anyone access, you may want to set a password to protect a document in word file, excel file or pdf file. Below are the procedures to set the password. PDF File Password Set-up Word & Excel File Password Set-up
3 PDF File Password Set-up Step 1: Go to Step2: Drop pdf file to the dash line box. Or search for local file.
4 Step3: Click the yellow box to view Document Security Step4: Click Encrypt box and set the password.
5 Step5: Click the green button to Save and Download the document to local. Step6: After encrypt the file. Next time the password is indeed when you open the document.
6 Word & Excel File Password Set-up Step1: Open your Word or Excel Document from the Start Menu. Step2: Click the File button above.
7 Step3: Click the Permissions to set a password for your document. Step4: Click Encrypt with Password to require a password.
8 Step5: Create your password by filling the blank and click OK to implement it. Step6: After encrypt the file. Next time the password is indeed when you open the document.
9 MAIL MERGE If you need to prepare a bulk of letters with a standard template to different recipients, you may use Mail Merge as a command to transfer the data from an excel file to the word file. You have the letter template [Word File] in Figure 1.1 and a customer database [Excel File] in Figure 1.2 as below. Figure Letter Template [Word File]
10 Figure Customer Database [Excel File] Now, you may follow the below steps to complete mail merge command. Step1: Open the existing letter template [Word File] in Figure 1.1.
11 Step2: Click the Mailings tab and select the Start Mail Merge command. Step3: Choose Step by Step Mail Merge Wizard from the drop-down menu.
12 Step 4: Choose the type of document which you want to create. Then click Next: Starting document. Step 5: Select Use the current document, then click Next: Select recipients. Step 6: From the Mail Merge task pane, select Use an existing list, then click Browse... to select the file. Step 7: Locate Customer Database in Excel File and click Open.
13 Excel File Password Set-up Step8: Select the worksheet with details that you will use (i.e. title, address, family, name, date) and click OK. Step9: In the Mail Merge Recipients dialog box, you can click or unclick each box to control which recipients are included in the merge. By default, all recipients should be selected. When you have done, click OK.
14 Step10: From the Mail Merge task pane, click Next: Write your letter to move. If you don't have an existing address list, you can click the Type a new list button and click Create. You can then type your address list. Step11: Place the insertion point in the document where you want to show the document. Insert point of Address Insert point of Title and Family Name Insert point of Date
15 Step12: To begin, we want to mail merge the address, click More items. Step13: Insert Merge Field box appears with various options. Before you insert the address, be sure to place insertion point of address. Then, select Address1, Address2, Address3 and Address4 options step by step and click OK.
16 Step14: The placeholders will appear in your document as shown below. Step15: Repeat these steps each time for Title, Family Name and Date. Be sure to place insertion points.
17 Step16: You may add more items from the More items part. When you have done, click Next: Preview your letters to continue. Step17: Preview the letters to make sure the information from the recipient list appears correctly in the letter. You can use the left and right scroll arrows to view each document. Use the arrows to preview each letter The preview allows you to see how recipient data will appear in each letter
18 Step18: Click Next:Complete the merge. Step19: Click Print... to print the letters. Step20: A dialog box will appear. Click All, then click OK. Step21: The Print dialog box will appear. Adjust the print settings if needed, then click OK. The letters will be printed.
19 VLOOKUP In office, we may need to search data in bulk from a database for any purposes. V-lookup is useful. Below are the common examples for use.
20 Example1: Extract data from a Master data for reporting purpose. Below is an example for illustration. Step1: Staff A maintains a Master Database of clients attending workshops in excel as below. We are now required to extract some clients data from this Master Database for reporting purpose. Master Database [Excel File]
21 Step2: To facilitate the data extraction for reporting purpose, he creates another excel file with format below by using V-lookup function. A new spreadsheet Step3: As long as he types in the client s name, the remaining information of Telephone and Class will be displayed automatically after V-Lookup.
22 Step4: Now let s use the V-Lookup function. Click Formulas and choose Insert Function. Step5: Insert Function box will appear. Choose VLOOKUP function as shown below.
23 Step6: Insert Function box will appear. Choose V-LOOKUP function and fill in the blanks as mentioned below Place of the value s name you are looking for Excel File name that you are searching for and cell range that contains the data Telephone numbers are contained in 2nd column If it is TRUE, it will look for approximate matches. If it is FALSE, it will look for exactly matches.
24 Step7: After you use V-LOOKUP function, Telephone number will appear in the column. First it searches the first column by using the name of Fok Man Then it finds the telephone number from the second column Step8: Now, we will follow the same formula to fill the Class staff by changing the column number which contains the class information. Class information is contained in 4th column of Master Database file
25 Step9: After you use V-LOOKUP function to find Class value, class will appear in the column. Step10: For filling all blanks in the table, you may follow the same VLOOKUP formula by changing place of value s name and column that contains the information. Then it finds the telephone number from the second column First it searches the first column by using the name of Fu Kit
26 Example2: Staff A maintains a Scheme Member List for all members particulars in an excel file. Staff B maintains a Case Sheet database for recording the case number of attending consultation session. Now, it is required to have a consolidated database. Instead of copying all case number from the Case Sheet one by one. They use V-lookup for this purpose. Step1: To begin, the Scheme Member List and Case Sheet in excel files should be ready. It aims to transfer the case number from Case Sheet to the Scheme Member List. Scheme Member List maintained by Staff A [Excel File] Case Sheet maintained by Staff B [Excel File]
27 Step2: Staff A extends his spreadsheet by inserting a column of Case Number in the spreadsheet and set V-lookup formula to extract the Case Number from the Case Sheet kept by Staff B. Step3: Let s start with doing the V-lookup by using Insert Function.
28 Step4: Insert Function box will appear. Choose VLOOKUP function and fill in the blanks as mentioned below Place of the value s name you are looking for Excel File name that you are searching for and cell range that contains the data Case Numbers are contained in 2nd column of Case Sheet If it is TRUE, it will look for approximate matches. If it is FALSE, it will look for exactly matches. Result of V- Lookup function above
29 Step5: After you use V-LOOKUP function, Case Numbers will appear in the next column. First it searches the first column by using the name of value. Then it finds the case number from the second column
30 WRONG [Reminder] Always put the vlookup value in the 1 st column, then the command can find out the requested field corresponding to the vlookup value in the other columns. Otherwise the vlookup command will fail to perform the searching correctly (like the below example) switch
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