Computer Applications Concepts

Computer Applications Concepts

Volume 3 - Integration - Office 2016

Written by Maggie Nix & Beth Mader

Edited by Nancy Barnard

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IF YOU LIKE THIS PRODUCT, WE ALSO RECOMMEND UIL Concepts books for Excel, Access, Functions, Word, and Advanced Word II

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? 2018 HEXCO ACADEMIC ? PO Box 199 ? Hunt, TX 78024 ? 800-391-2891 ? Do not copy, scan, post to web, or share electronically.

Computer Applications Concepts Volume 3

Integration - Office 2016 (and some earlier versions)

INTRODUCTION

This book has been updated for Microsoft Office 2016 and focuses on the advanced uses of Microsoft Excel, Access, Word, and the interaction and integration of the three applications. We have assumed that the user has a basic knowledge of computers, applications, and operating system environments. This purports to expand your knowledge of the integration facilities for moving data, charts, graphs, reports, tables, etc. between the three applications. Our intent is to explain thoroughly how to merge data into a document from a database, a spreadsheet file, or from a file created in Word. This should also give you guidelines if you decide to merge from another acceptable format, such as Microsoft Outlook and a .pst file. Emphasis is placed on using formatting switches to format data as it is merged. Beyond merging, the book purports to explain how to import tables from Excel to Access or send them from Access to Excel. It explains how to copy and paste charts, reports, or tables from one application to any other. The last segment of the book is devoted to practical activities that utilize various capabilities covered in this volume. These fall short of "tests" since we felt that students need to concentrate on actual functions and facilities covered and not get bogged down in building and formatting specific report or document output. The Appendix contains the answer keys for the exercises in the book, and a Solutions CD is available to purchase separately with the files used to create all the elements and exercises in this volume.

1 ? 2018 HEXCO ACADEMIC ? PO Box 199 ? Hunt, TX 78024 ? 800-391-2891 ? Do not copy, scan, post to web, or share electronically.

Computer Applications Concepts - Volume 3 ? Integration 2016 - continued

Table of Contents

Mail Merge into Word Documents ....................................................................................................... 4 General Information........................................................................................................................... 4 Merge Data into a Document Using Data Created in Word............................................................... 4 Merge Data into a Document from an Access File ............................................................................. 8 Use Field Codes to Format Data Being Merged into a Document ..................................................... 9 Merge Data into a Document from an Excel File ............................................................................. 11 Merge Data into a List Using Labels. ................................................................................................ 11 Merge Data into a List Using Directory Format................................................................................ 13

Transfer Data from Access to Word.................................................................................................... 15 Publish a Table from Access to Word............................................................................................... 15 Create a Report in Access and Publish to Word ............................................................................... 17 Return to Access and Change the Format of the Report. ................................................................ 18 Export this Report to Word and View it ........................................................................................... 18

Transfer Data from Access to Excel .................................................................................................... 19 Export an Access Report to Excel ..................................................................................................... 19 Export an Access Table to Excel........................................................................................................ 20

Transfer Data from a Table in Word to Excel ...................................................................................... 21 Create a Table in Word..................................................................................................................... 21 Copy the Table from Word to Excel ................................................................................................. 21 Create a Pivot Table.......................................................................................................................... 22

Transfer Data from Excel to Access .................................................................................................... 23 Import an Excel worksheet into an Access table.............................................................................. 23 Create a Chart and Copy and Paste into an Access Report .............................................................. 24

Transfer Data from Excel to Word ...................................................................................................... 25 Copy and Paste an Excel Worksheet as a Microsoft Excel Object.................................................... 25 Copy and Paste an Excel Worksheet as a Picture............................................................................. 26 Copy and Paste a Worksheet as Unformatted Text ......................................................................... 26

Field Code Manipulation .................................................................................................................... 27 Open a New Blank Word Document to be Saved as Field Codes..................................................... 27 Work with Capitalization codes........................................................................................................ 27 Use Numeric Field Codes.................................................................................................................. 28 Format Numbers as Text .................................................................................................................. 29 Format Dates Using Field Codes....................................................................................................... 30

2 ? 2018 HEXCO ACADEMIC ? PO Box 199 ? Hunt, TX 78024 ? 800-391-2891 ? Do not copy, scan, post to web, or share electronically.

Computer Applications Concepts - Volume 3 ? Integration 2016 - continued

EXERCISES .......................................................................................................................................... 32 Exercise 1 ? Label Merge .................................................................................................................. 32 Exercise 2 ? Access Database to Excel Chart to Word Document.................................................... 33 Exercise 3 ? Trip Plan........................................................................................................................ 34 Exercise 4 ? Merge to Trip Document .............................................................................................. 35 Exercise 5 ? Create Related Database Tables, Query, and Report. .................................................. 36 Exercise 6 ? Create an Access Report with an Embedded Excel Chart ............................................ 38 Exercise 7 ? Move Report to Word .................................................................................................. 39

APPENDIX A - Glossary of Terms ........................................................................................................ 40 APPENDIX B ? Answer Key for Exercises ............................................................................................. 47

Exercise 1 ? Label Merge .................................................................................................................. 47 Exercise 2 ? Access Database to Excel Chart to Word Document.................................................... 48 Exercise 3 ? Trip Plan........................................................................................................................ 49 Exercise 4 ? Merge to Trip Document .............................................................................................. 50 Exercise 5 ? Create Related Database Tables and Report................................................................ 52 Exercise 6 ? Create a Query and Report with a Chart ...................................................................... 54 Exercise 7 ? Move Report to Word .................................................................................................. 55 Index.................. ................................................................................................................................. 56

3 ? 2018 HEXCO ACADEMIC ? PO Box 199 ? Hunt, TX 78024 ? 800-391-2891 ? Do not copy, scan, post to web, or share electronically.

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