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Project

Scroll to a Task in Project

Project can be used for small projects, large projects, and connected projects (two or more Project files). Regardless of the size, it can be annoying to try to find the exact position of a task in the task views. You know what task you are looking for, since you see it in the Task Name column.  When you start scrolling to it, though, it seems to take forever to actually reach. Since Project does not have a Name Box like Excel, how do we get where we are going quickly? We get there by using the Scroll to Task command. Check out how easy this command is to use: For our example, we are going to use the Ghantt Chart view in a template Project file. This particular file has 93 tasks. As you can see below, none of the bottom tasks are showing in the Ghantt Chart area. To use the Scroll to Task command, you must select the task you want by clicking the number of the task in the numbering column. Click the Task tab of the ribbon, and find the Scroll to Task command on the far right of the ribbon, in the Editing group. Click the command, and Project will take you instantly to the task in the Ghantt side of the view. This will get where you want to be, very fast – No more searching or manually scrolling to find your place. For more Project tips and tricks, check out AdvantEdge Training & Consulting’s Project Basic and Project Advanced classes.

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Excel

Adding Data Labels to Charts/Graphs in Excel

After adding a chart or graph to your Excel workbook, some items may need labeling, in order for management to see details about the data. This is different than a Legend, as that can be added differently to the chart or graph. There are three ways to add or change Data Labels in Excel, and Data Labels can be added to individual data pieces or to the whole chart or graph. We are going to use a Pie Chart for our examples, but the same process can be used for any chart, graph, or PivotChart. With your chart or graph created, you will need to click the chart or graph once, so that it is selected and Excel knows where to add the labels. Once this is done, follow these steps to add the Data Labels: First Method – In the Design tab of the Chart Tools contextual tab, go to the Chart Layouts group on the far left side of the ribbon, and click Add Chart Element. In the drop-down menu, hover on Data Labels. This will cause a second drop-down menu to appear. Choose Outside End for now and note how it adds labels to the end of each pie portion. Second Method – Right-clicking on the Pie Chart itself will open a menu (shown below), where you can hover on the Add Data Labels arrow to get options. The options are the same as in the first option. Once you click on the option, it will add the labels. The default position is Inside End, but this can be changed once the labels populate. Third Method – Click the plus symbol in the top-right corner of the Chart Area. When the menu appears, click the pop out arrow and the options for the Data Labels will be listed. Select the option you want, and the labels will appear on your chart or graph. Labels can be added to just one section of your chart or graph as well. This is what it looks like with only one piece of the pie labeled: Labels can be extremely helpful in making your point during a presentation, and there are options for the different pieces of information that a label can display. For more on charts and graphs, AdvantEdge Training offers live Excel Pivot Tables and Charts class every quarter. We also have other Excel classes running year-round.

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SharePoint

SharePoint Permission Best Practices

User experience goes a long way with whether someone likes using a new software or hates it. With SharePoint becoming the normal document management system for many industries, it’s important to follow best practices during implementation, ensuring that the everyday user is not frustrated with the new system. Successful setup for permissions is one of the most important pieces to implementing SharePoint as your new document management system. Ignoring best practices for permissions can actually mean a system that is hated by many. Worse, it can potentially lead to a legal nightmare, if industry regulations are are not taken into consideration during the development process of SharePoint. A well planned out and smooth user experience usually leads to a well-liked and routinely used system. AdvantEdge Training & Consulting offers multiple levels of SharePoint training, to help fit your needs.

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Outlook

Mailbox Shortcuts in Outlook

Most people love shortcuts, and use them regularly for just about anything.. In Outlook, a user can create shortcuts to go to various mailboxes or folders within a mailbox, with just a few easy steps. Follow the steps below to create mailbox  shortcuts in Outlook, to find your most used mailboxes, or other items, quickly: At the bottom of your folder pane, usually on the left side, click the … to see other options available to you. Select “Shortcuts.” Once the new pane options populate, right-click on “Shortcuts: and select “New Shortcut.” A dialog box will appear, allowing you to select where you want the shortcut to take you. You are limited to items within, or linked to, Outlook. This includes items that might be linked to in SharePoint, iManage, or other data management systems, as long as these show up in your Outlook menus. Once you have selected the item for the shortcut, click “OK;”  your shortcut will appear in the Shortcuts folder pane. Learn to use Outlook to better manage your work day, with a training class from AdvantEdge Training & Consulting.

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Excel

Evaluating Formulas in Excel

If you build formulas with the help of the Function Library, a dialog box pops up, and helps you fill in the different areas with the correct information, then evaluates your formula as you move through the setup process. If you like to write your formulas without that help of the Function Library, then what can you do to audit your formulas? Luckily, there is an “Evaluate Formula” command to help with that. This is especially helpful if you are tweaking an Excel workbook that is being used regularly, and you want to make sure it is giving you the correct results. Use the steps below to learn how to use this helpful tool: In the Formulas tab, within the Formula Auditing group, there is a command that helps you evaluate formulas you have written. Example formula: =IF(A5>0,”True”,B5) To evaluate a formula, ensure you have that cell selected, then click the Evaluate Formula command. A new window will pop-up and allow you to walk through the formula Each time you click the “Evaluate” button at the bottom of the dialog box, the wizard evaluates the next step of the formula. Once the evaluation steps are complete, the “Evaluate” button will change to “Restart” and the answer to the formula will appear. Functions and formulas are an important and powerful part of Excel that help you work more efficiently by automating your workload. Start exploring what Excel can do for you, with a company group or online live training course from AdvantEdge Training & Consulting!

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Access

Normalize Tables with the Analyze Table in Access

Normalizing a table in Access is one of the most important steps toward having a database that actually works like a database. Typically, when you are the user of a database, you should be able to type information in one place and it should be accessible everywhere else. Normalization is the process of making sure that fields are placed in the correct tables, according to the primary key(s) of the table. In Access, there is a tool to help with this process,  which is called the Analyze Table wizard.  You can also use it to confirm what has been built already. This wizard will look at a table, and give suggestions for separating the existing fields into more than one table. The nice thing about this wizard is that you can ignore  suggestions, or improve upon them, name the new table suggestions (if you decide to go with the suggestions), and call out the primary keys. It is an especially helpful tool  if you are struggling with the normalization process. Check out this video that shows you how to use the Analyze Table wizard: Learn to make Access databases that people will actually want to use with classes from AdvantEdge Training & Consulting.

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PowerPoint

The Best Way to Design PowerPoint Slides for a Presentation

We have all watched presentations that used PowerPoint slides.  The majority of them are done badly.  Either the slides have too much information, and you cannot really read them, or they have such bad graphics or so much glaring white background that they hurts your eyes.  Some PowerPoints have so many text-laden slides that it seems more like reading a book than watching a presentation. The problem with most PowerPoint presentations is that people try to do too much with them, and often wanting their PowerPoint to give the presentation for them.  If you “overdo” a PowerPoint slide with too much information, it actually competes with your presentation.  Instead, your PowerPoint presentation should only support and assist the presentation you are delivering.  You want it to help the audience “feel” what you are presenting.  Let’s review that statement again, “you want each PowerPoint slide to help the audience FEEL what you are presenting.”  If it is doing anything else, it is not effective, or can even be counterproductive.  If your audience is reading your PowerPoint slides behind you, they are not listening to you. Humans are very visual.  We think visually, and most people would rather have information communicated with visually. If you close your eyes and think of a rabbit, do you see the word “Rabbit” or the image of one?  We don’t visualize in text, so if you want your presentation to be memorable, start with the image.  Make that the focal point and the most important piece of the slide.  In fact, the best slides are ones where the entire slide is an image, with just a couple words of text over it.  Communicate the idea visually and then add just enough text for clarification. The key is to keep any text very brief – such as a word or two.  An image can include everything from icons, graphs, smart art, and pictures. No matter how old you are, or what level of executive you have reached, a person is always attracted to pictures.  When viewing any content, people first are drawn to pictures, then numerical data, and then finally text.  So if text is the last thing that will capture people’s attention, then why would we only create slides that contained bullet points of text?  Thus, it is imperative that you use graphics in the majority of your slides. Most PowerPoint slides, if they use images, follow this standard layout: a title, text on the left, and an image on the right, like this: However, if we really are more impacted by images, why do we always create slides where the image takes up the smallest portion of the slide?  Instead, make use of the entire slide: This slide is more impactful and memorable. Your images should be the focal point of the slide, with text on top of the image when needed, and kept at a minimum. Get more tips for making your PowerPoint presentations memorable and engaging with training from AdvantEdge Training & Consulting.

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Management

Spring Cleaning

Ah, spring. The winter chill is leaving and being replaced by the smell of flowers. The days are growing longer, and the sun is inspiring us to shake off the feeling of hibernation and embrace the fresh and the new. Get out the mops and brooms and put a shine on your world! In terms of your career, Spring Cleaning can mean that it is time to evaluate your skills, and whether or not they are still advancing your professional goals.  Perhaps you are finding that your Microsoft Office skills are a bit out of date, with today’s versions of the application. On the other hand, maybe you feel like you are stagnating in your current position, and would like to move into management.  Or, possibly, you just need to sweep away some of the clutter in your working life, to get better organized and use better time management. Or maybe you want to find new ways to energize yourself with a course on how to Keep Yourself Motivated. It could even be that you want to fine tune your social interaction skills to be more emotionally intelligent and learn to more effectively communicate with your coworkers. Whatever you feel you need to hone your skills for the next season of your career, AdvantEdge Training & Consulting has you covered. Whether it is learning a new computer application, or stepping forward with professional development skills, AETC has the training that can shake you out of the winter doldrums, and let you embrace the full potential of this new season. Check our website and full schedule of training center classes to see all that we have to offer. Register online, or contact our sales office for more information, including private group training, at (303) 900-8963, or [email protected].

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Business Communications, Emotional Intelligence, Management

Employee Team Breakdown

Are you spending more time managing the interpersonal relationships between your employees than actually helping your team meet their goals? Is communication between your team members wrought with tension? Do you sometimes feel like you are working with a bunch of 12 year-olds, instead of business professionals? Is your office more like a war zone than a productive work environment? Then your employees are likely experiencing a team breakdown. When employees feel supported by good managers, are able to communicate effectively with each other, and make sound, non-emotionally charged decisions in the work place, productivity goes dramatically up. When any of these factors go awry, too much time is spent navigating the minefield of a hostile work environment for the team to be performing at its best. In the worst case, you will lose quality team members, as they no longer feel valued or supported by their team. Rebuild your Team AdvantEdge Training & Consulting has a variety of courses that can diffuse workplace tensions, and get your team back on track toward peak productivity. Emotional Intelligence is one of the peak predictors of highly successful people. This class can help students understand how their personal Map of the World informs their decisions, as well as learn the best ways for working with others on their team. AETC’s Management 101 class will help build strong management skills, allowing even the novice manager to understand the key role management plays in the productivity of their team, as well as how to embody the powerful force of Service Leadership. When communications break down, our Effective Business Communication class can break through misunderstandings between team members to allow information to flow freely once more. Conflict Management can be key to easing stress within your team, so that they can focus on the tasks at hand, instead of interpersonal tensions. Start building the best team from the ground up by learning the important skills of Behavioral Interviewing. Once you have the right people hired, learn the specific skills managers need to get everyone working together and trusting each other with AETC’s Team Building There are unique management skills needed for those who head employees who work outside of a central office. Our online self-paced Managing Remote Employees course can help you master the unique techniques needed to manage a team of employees dispersed across multiple locations. This course is also offered in a live instructor led format as well. Before your team suffers from a complete breakdown, get the training needed to keep employees productive and feeling supported by management, as well as their fellow team members, with training from AdvantEdge Training & Consulting. Register online, or contact our sales office for more information, including private group training, at (303) 900-8963 or [email protected].

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PowerPoint

Turn a PowerPoint Presentation into a Video

Have you ever prepared a PowerPoint for a presentation and then realized it would be  great for the rest of the company to use as gentle reminders of company policy? You might have asked yourself, “How do I use this over and over, so I don’t have to stay close and restart it every time I need it to start from the beginning?” Or maybe you need to send it to somebody to review at a remote location, but they just want it to play. Maybe you want to upload it online to use on one of your social media sites. Turning your PowerPoint presentation into a video can help in all of those situations! To start this process, once you have completed your PowerPoint, go to the Export section, under the File tab. You will need to adjust a few settings: Video Quality- Video Timing and Narrations – Time to Spend on Each Slide – Once done, click Create Video, name the presentation, and choose the file type. That’s it Find more ways to get the most out of  your PowerPoint presentations with a class from AdvantEdge Training & Consulting

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