MOS 2010 Study Guide for Microsoft Word Expert - Excel Expert

721 Pages·2011·36.97 MB·English

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MOS 2010
Study Guide
® ® ®
for Microsoft Word Expert, Excel® Expert, Access , & SharePoint
Four-in-one exam prep for MOS certifi cation! A Microsoft Offi ce Specialist (MOS)
certifi cation validates your profi ciency with
Microsoft Offi ce 2010 programs, demonstrating
• Word Expert 2010: Exam 77-887 you can meet globally recognized performance
• Excel Expert 2010: Exam 77-888 standards. Successful candidates have at least six
months’ experience with the specifi c programs.
• Aces 2010: Exam 7-85 MOS Expert certifi cations validate advanced MOS Study
skills with Microsoft applications, such as Word
• SharePoint 2010: Exam 77-886 and Excel.
For complete information on Microsoft Certifi cations,
Demonstrate your expertise by earning a MOS 2010 certifi cation. see microsoft.com/learning/certifi cation
Designed to help you practice and prepare for four MOS exams,
this offi cial Microsoft Study Guide delivers:
Guide
Full objective-by-objective coverage Your Companion
Procedures and hands-on tasks Content includes:
Ready-made, downloadable practice fi les
• Adoll wthnelo baodo fkro’sm p rhatcttpi:c/e/g fio l.emsi—croresaodfty.c toom / for Microsoft®
Exam-discount and pre-test offer FWLink/?Linkid=000000.
Use the in-depth exam prep, practice, and review to help advance • FSueell yt hsea Irncthroabdluec, tdioonw. nloadable eBook. ●
Word Expert
your profi ciency with Microsoft Offi ce programs—and earn the • Sample chapters from Microsoft Press®
credential that proves it! Step by Step books
●
Excel® Expert
Special Offer from Certiport
• Get 25% off your MOS exam fee, plus Microsoft ● ®
Offi cial Learning Plan Asesment voucher Access
• See details on the Certiport offer page inside Pierce, Evelyn
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ISBN: 978-0-7356-5788-5
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9 780735 657885 Certifi cation/Microsoft Offi ce John Pierce and Geoff Evelyn
MOS 2010 Study Guide
® ®
Microsoft Word Expert, Excel® Expert, Access ,
®
& SharePoint

2010
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PUBLISHED BY
Microsoft Press
A Division of Microsoft Corporation
One Microsoft Way
Redmond, Washington 98052-6399
Copyright © 2011 by John Pierce and Geoff Evelyn
All rights reserved No part of the contents of this book may be reproduced or transmitted in any form or by any
means without the written permission of the publisher
Library of Congress Control Number: 2011934166
ISBN: 978-0-7356-5788-5
Printed and bound in the United States of America
First Printing
Microsoft Press books are available through booksellers and distributors worldwide If you need support related
to this book, email Microsoft Press Book Support at
Contents
Taking a Microsoft Offce Specialist Exam xv
Microsoft Offce Specialist Certifcation xv
Selecting a Certifcation Path xv
Test-Taking Tips xvi
Certifcation Benefts xvii
For More Information xviii
Using This Book to Study for a Certifcation Exam xviii
Features and Conventions of This Book xix
Using the Book’s Companion Content xx
Your Companion eBook xxi
Modifying the Display of the Ribbon xxi
How to Get Support and Provide Feedback xxiv
Errata & Book Support xxiv
We Want to Hear from You xxiv
Stay in Touch xxiv
Exam 77-887 Microsoft Word Expert 2010
What You Need to Know 1
1 Sharing and Maintaining Documents 3
1 1 Confgure Word Options 3
Setting Default Program Options 3
Changing Options for Checking Spelling and Grammar 8
1 2 Apply Protection to a Document 13
Controlling the Editing of a Document 13
Managing Access to a Document 15
Adding a Password to a Document 17
What do you think of this book? We want to hear from you!
Microsoft is interested in hearing your feedback so we can continually improve our books and learning resources for
you To participate in a brief online survey, please visit:
microsoft com/learning/booksurvey
iii
iv Contents
1 3 Apply a Template to a Document 18
Using a Document Template 19
Working with a Global Template 21
Modifying a Template 22
Designing Your Own Template 23
Managing Templates by Using the Organizer 29
Objective Review 32
2 Formatting Content 33
2 1 Apply Advanced Font and Paragraph Attributes 33
Formatting Characters 33
Creating and Modifying Styles 41
Defning and Applying Character Styles 44
2 2 Create Tables and Charts 46
Inserting and Formatting a Table 47
Inserting Table Data by Using Microsoft Excel 48
Using Formulas and Calculations in a Table 51
Charting Data in Microsoft Word 54
2 3 Construct Reusable Content in a Document 59
Customizing Building Blocks 60
Saving and Inserting Quick Parts 62
Working with Headers and Footers 65
2 4 Link Text Boxes and Sections 68
Linking and Unlinking Text Boxes 68
Linking Document Sections 70
Objective Review 72
3 Tracking and Referencing Documents 73
3 1 Review, Compare, and Combine Documents 73
Adding Comments to a Document 74
Using Track Changes and Setting Track Changes Options 75
Merging Documents 78
Reviewing a Combined Document 80
3 2 Create a Reference Page 82
Adding Citations to a Document 83
Managing Sources 85
Creating a Bibliography 86
Using Cross-References in a Document 87
Contents v
3 3 Create a Table of Authorities in a Document 91
Marking Citations 91
Formatting and Aligning a Table of Authorities 93
3 4 Mark and Compile an Index for a Document 95
Marking Index Entries 95
Setting Index Options 97
Editing and Updating an Index 99
Objective Review 101
4 Performing Mail Merge Operations 103
4 1 Execute a Mail Merge Operation 103
Building a Recipient List in Word 105
Adding Merge Fields 107
Using Merge Rules 110
Sending a Personal E-Mail Message to a Group of Recipients 112
4 2 Create a Mail Merge by Using Other Data Sources 114
Selecting an External Data Source 115
Using the Outlook Contacts List 117
Modifying the Recipient List 118
4 3 Create Labels and Envelopes 121
Setting Up Labels or Envelopes for a Mail Merge 121
Preparing and Printing Envelopes and Labels 123
Objective Review 127
5 Managing Macros and Forms 129
5 1 Apply and Manipulate Macros 129
Using the Macro Recorder 130
Running a Macro 134
Applying Macro Security 135
5 2 Apply and Manipulate Macro Options 137
Running a Macro When You Open a Document 137
Running a Macro from a Command Button 138
Adding a Custom Macro Button to the Quick Access Toolbar 141
5 3 Create Forms 143
Designing a Form 143
Working with Control Properties 147
Adding Help to a Form 150
Assigning XML Elements to Form Controls 151
vi Contents
5 4 Manipulate Forms 154
Locking and Unlocking a Form 154
Adding and Removing Form Fields 155
Objective Review 158
Exam 77-887 Microsoft Excel 2010 Expert
What You Need to Know 159
1 Sharing and Maintaining Workbooks 161
1 1 Apply Workbook Settings, Properties, and Data Options 162
Saving a Workbook as a Template 162
Setting Workbook Properties 164
Exchanging Data with XML 166
1 2 Apply Protection and Sharing Properties to Workbooks and Worksheets 170
Protecting Worksheets and Workbooks 171
Restricting User Access 173
Adding a Password to a Workbook 175
1 3 Maintain Shared Workbooks 176
Preparing to Share a Workbook 176
Sharing a Workbook and Tracking Changes 179
Reviewing Changes 181
Merging Workbooks 182
Objective Review 184
2 Applying Formulas and Functions 185
2 1 Audit Formulas 185
Using Auditing Tools to Trace Formulas 185
Identifying Invalid Data and Formulas 187
Correcting Formula Errors 191
Using the Watch Window 193
2 2 Manipulate Formula Options 195
Using Automatic Workbook Calculation 195
Setting Options for Iterative Calculations 197
2 3 Perform Data Summary Tasks 199
Summing Data with the SUMIF and SUMIFS Functions 199
Understanding and Defning Array Formulas 201
Contents vii
2 4 Apply Functions in Formulas 206
Using Built-in Functions 206
Correcting Function Errors 208
Objective Review 210
3 Presenting Data Visually 211
3 1 Apply Advanced Chart Features 211
Adding Trendlines to Data 212
Using a Chart Template 216
Visualizing the Data in a Cell by Using Sparklines 217
Creating Dual-Axes Charts 222
3 2 Apply Data Analysis 225
Performing a What-If Analysis 225
Using Automated Analysis Tools 237
3 3 Apply and Manipulate PivotTables 244
Building a PivotTable 244
Working with Data in a PivotTable 248
Slicing the Data in a PivotTable 252
3 4 Apply and Manipulate PivotCharts 257
Creating a PivotChart 257
Changing the View for a PivotChart 258
3 5 Use External Data Sources 261
Creating a Data Connection 261
Using Existing Connections 268
Editing Links 269
Objective Review 271
4 Working with Macros and Forms 273
4 1 Create and Manipulate Macros 273
Recording and Storing a Macro 274
Modifying a Macro 277
Run a Macro from the Macro Dialog Box 281
Assigning a Keystroke to a Macro 281
Running a Macro When You Open a Workbook 282
Adding a Macro Button to the Ribbon 284
Adding a Macro Button to the Quick Access Toolbar 287
Creating an Action Macro 287
viii Contents
4 2 Insert and Manipulate Form Controls 290
Inserting Form Controls 290
Defning Form Control Properties 298
Making Use of ActiveX Controls 300
A Simple Order Form 303
Objective Review 306
Exam 77-885 Microsoft Access 2010 Specialist
What You Need to Know 307
1 Using the Access Workspace 309
1 1 Create and Manage a Database 309
Creating a Database by Using a Template 310
Using the Save Object As Command 313
Using Open Dialog Box Options 313
Working on the Save & Publish Page 315
Compacting and Repairing a Database 323
Encrypting a Database File 325
Setting Access Options 326
1 2 Confgure the Navigation Pane 331
Renaming Objects 331
Deleting Objects 334
Setting Options for the Navigation Pane 335
1 3 Use Application Parts 339
Insert a Blank Form 339
Using Quick Start Elements 342
Applying a User Template 344
Objective Review 346
2 Building Tables 347
2 1 Create Tables in Design View 347
Getting Started 348
Creating a Lookup Field 351
Setting Table Properties 352
Defning Indexes 356
Creating a Data Macro 357
Contents ix
2 2 Create and Modify Fields 360
Inserting, Deleting, and Renaming Fields 360
Hiding and Freezing Fields 363
Setting and Updating Field Properties 365
2 3 Sort and Filter Records 370
Finding Records 370
Sorting Records 371
Filtering Records 373
2 4 Set Relationships 378
Specifying a Primary Key 378
Setting Relationships 380
2 5 Import Data from a Single Data File 384
Importing Data into a New Table 384
Appending Records 389
Using Linked Tables 390
Managing Linked Tables 393
Objective Review 394
3 Building Forms 395
3 1 Create Forms 396
Building a Form with the Form Wizard 396
Creating a Blank Form 398
Creating and Modifying a Form with Form Design Tools 401
Building a Navigation Form 405
3 2 Apply Form Design Options 408
Applying Themes to a Form 408
Adding Form Controls 410
Using a Form Header and Footer 417
Updating Forms from the Tools Group 417
3 3 Arrange Fields and Objects on a Form 422
Sizing and Ordering Controls in Design View 422
Working with Control Layouts in Layout View 423