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Table of contents
  1. Preface
  2. 1 Technology in Everyday Life and Business
    1. Chapter Scenario
    2. 1.1 Computing from Inception to Today
    3. 1.2 Computer Hardware and Networks
    4. 1.3 The Internet, Cloud Computing, and the Internet of Things
    5. 1.4 Safety, Security, Privacy, and the Ethical Use of Technology
    6. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  3. 2 Essentials of Software Applications for Business
    1. Chapter Scenario
    2. 2.1 Software Basics
    3. 2.2 Files and Folders
    4. 2.3 Communication and Calendar Applications
    5. 2.4 Essentials of Microsoft 365
    6. 2.5 Essentials of Google Workspace
    7. 2.6 Collaboration
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  4. 3 Creating and Working in Documents
    1. Chapter Scenario
    2. 3.1 Navigating Microsoft Word
    3. 3.2 Formatting Document Layout in Microsoft Word
    4. 3.3 Formatting Document Content in Microsoft Word
    5. 3.4 Collaborative Editing and Reviewing in Microsoft Word
    6. 3.5 Document Design
    7. 3.6 Navigating Google Docs
    8. 3.7 Formatting Layout and Content in Google Docs
    9. 3.8 Collaborative Editing and Reviewing in Google Docs
    10. 3.9 Versions and Version History
    11. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  5. 4 Document Preparation
    1. Chapter Scenario
    2. 4.1 Microsoft Word: Advanced Formatting Features
    3. 4.2 Working with Graphics and Text Tools in Microsoft Word
    4. 4.3 Managing Long Documents in Microsoft Word
    5. 4.4 Google Docs: Enhanced Formatting Features
    6. 4.5 Working with Graphics and Text Tools in Google Docs
    7. 4.6 Managing Long Documents in Google Docs
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  6. 5 Advanced Document Preparation
    1. Chapter Scenario
    2. 5.1 Creating Different Document Types in Microsoft Word
    3. 5.2 Mail Merge in Microsoft Word
    4. 5.3 Creating Forms in Microsoft Word
    5. 5.4 Creating Different Document Types in Google Docs
    6. 5.5 Creating Forms in Google Docs
    7. 5.6 Advanced Collaboration in Google Docs
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  7. 6 Preparing Presentations
    1. Chapter Scenario
    2. 6.1 Presentation and Design Essentials
    3. 6.2 Designing a Presentation in Microsoft PowerPoint
    4. 6.3 Formatting Microsoft PowerPoint Slides: Layout and Design Principles
    5. 6.4 Adding Visuals and Features to Microsoft PowerPoint Slides
    6. 6.5 Designing a Presentation in Google Slides
    7. 6.6 Creating Google Slides: Layout and Text
    8. 6.7 Adding Visuals and Features to Google Slides
    9. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  8. 7 Advanced Presentation Skills
    1. Chapter Scenario
    2. 7.1 Effective Presentation Skills
    3. 7.2 Finalizing a Slide Collection
    4. 7.3 Preparing a Microsoft PowerPoint Collection for Presentation
    5. 7.4 Preparing a Google Slides Collection for Presentation
    6. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  9. 8 Content Management Systems and Social Media in Business
    1. Chapter Scenario
    2. 8.1 What Are Content Management Systems?
    3. 8.2 Common Content Management Systems
    4. 8.3 Creating Content with a Content Management System
    5. 8.4 Search Engine Optimization
    6. 8.5 Social Media in Business
    7. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  10. 9 Working with Spreadsheets
    1. Chapter Scenario
    2. 9.1 Microsoft Excel Basics
    3. 9.2 Text and Numbers in Microsoft Excel
    4. 9.3 Calculations and Basic Formulas in Microsoft Excel
    5. 9.4 Formatting and Templates in Microsoft Excel
    6. 9.5 Google Sheets Basics
    7. 9.6 Text and Numbers in Google Sheets
    8. 9.7 Calculations and Basic Formulas in Google Sheets
    9. 9.8 Formatting and Templates in Google Sheets
    10. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  11. 10 Advanced Excel Formulas, Functions, and Techniques
    1. Chapter Scenario
    2. 10.1 Data Tables and Ranges
    3. 10.2 More About Formulas
    4. 10.3 Using Arithmetic, Statistical, and Logical Functions
    5. 10.4 PivotTables
    6. 10.5 Auditing Formulas and Fixing Errors
    7. 10.6 Advanced Formatting Techniques
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  12. 11 Advanced Excel Spreadsheets: Statistical and Data Analysis
    1. Chapter Scenario
    2. 11.1 Understanding Data, Data Validation, and Data Tables
    3. 11.2 Statistical Functions
    4. 11.3 What-If Analysis
    5. 11.4 PivotTables/Charts
    6. 11.5 Data Analysis Charts
    7. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  13. 12 Using Excel in Accounting and Financial Reporting
    1. Chapter Scenario
    2. 12.1 Basic Accounting
    3. 12.2 Financial Functions in Microsoft Excel
    4. 12.3 Integrating Microsoft Excel and Accounting Programs
    5. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  14. 13 Understanding and Using Databases
    1. Chapter Scenario
    2. 13.1 What Is a Database?
    3. 13.2 Microsoft Access: Main Features and Navigation
    4. 13.3 Querying a Database
    5. 13.4 Maintaining Records in a Database
    6. 13.5 Creating Reports in Microsoft Access
    7. 13.6 Creating Forms in Microsoft Access
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  15. 14 Advanced Database Use
    1. Chapter Scenario
    2. 14.1 Advanced Queries in Microsoft Access
    3. 14.2 Multiple Table Forms
    4. 14.3 Customizing Forms
    5. 14.4 Customizing Reports
    6. 14.5 Using Macros
    7. 14.6 Data Analysis and Integration
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  16. 15 Integrating Applications
    1. Chapter Scenario
    2. 15.1 Microsoft 365: Collaboration and Integration
    3. 15.2 Microsoft Word: Integration with Microsoft Excel and Microsoft Access
    4. 15.3 Microsoft Word and Microsoft PowerPoint Integration
    5. 15.4 Microsoft Excel and Microsoft PowerPoint Integration
    6. 15.5 Microsoft Excel and Microsoft Access Integration
    7. 15.6 Integrating Data from Other Programs into Google Workspace
    8. 15.7 New Developments: The Role of Artificial Intelligence
    9. 15.8 Mastering Workplace Software Skills: A Project
    10. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
  17. Index

Learning Objectives

By the end of this section, you will be able to:

  • Apply themes and styles to a document
  • Use the Page Background command group

When creating your WorldCorp market trends report, you may choose to use custom formatting or existing formatting to add styles to your document. You can achieve this via the options on the Design tab, by using existing templates in Microsoft Word, or through combining those options to customize a template. Some companies may have existing templates with logos, fonts, or colors that are part of the company brand. The Design tab offers many options for quickly changing the graphical formatting of your document, applying styles across the entire document so you do not have to manually make each change. You can change the color scheme, fonts, and paragraphs, either manually or using the themes and styles in Word.

You may also opt to use a template. Templates are predesigned documents for a variety of purposes, including reports, résumés, flyers, invitations, posters, and more. The advantage of a template is that it already has a design applied. However, you need to ensure the template you select is appropriate for your audience and purpose, and that your content will fit well in the template.

Using Styles and Themes

Your supervisor has suggested that you apply a theme to the WorldCorp market trends report. A theme is a cohesive set of fonts, font sizes, and colors that can be applied to your whole document. However, before you apply a theme to your document, you must “code” your document’s style. Styles are preset formatting for font type and size, line spacing, and other formats that are used to change the appearance of text in a document. Generally, you choose the style for the document before beginning to input the text. By choosing the style, you are coding the document so that Word knows how to format various sections. These codes tell Word which parts of the text are body text, titles, subtitles, and so on. Without these style codes, the theme won’t know how to apply itself to your document.

Styles Pane

Before you can implement styles, you first must label, or code, all the styles in your document. This means selecting parts of the text and using the Styles pane on the Home tab to identify them. For example, all body text must be selected and the Normal style applied; all headings must be labeled as Heading 1, Heading 2, and so on. Once all your text has a style applied, then you will be able to use the themes and styles to full capacity.

You can change the default fonts and font styles in the Styles pane, as Figure 3.31 shows. For example, if the default Normal font is Times New Roman, you may want to change it to Calibri. Then, when you select a segment of text and choose the Normal style, it will make the font Calibri, not Times New Roman. In effect, you are telling the program what you consider as “Normal” text font in this instance.

Styles command group displays options. Normal0 is selected. Styles pane lists options for selection: Footer, Heading 1, Heading 2, Heading 3, Heading 4, Heading 5, Heading 6, Normal, Normal0 (selected), and Subtitle.
Figure 3.31 The Styles pane allows you to assign each part of a document a functional style, which can then coordinate with Word’s existing themes. Hovering over each style choice will reveal the changes to the text block in which you have placed your cursor. (Used with permission from Microsoft)

This is the manual way of applying styles. But the real power in using styles is to simply use them as identifiers for your text so that themes can “read” and style the text properly. For example, it wouldn’t matter if you chose Calibri as your Normal font style; if you select the “Madison” theme, for instance, the new Normal font will automatically change to Arial, because that is what comes with the theme. Different themes have different Normal font settings. To see what font a theme uses, you will need to select the theme and see the fonts it uses. Now, let’s explore how to apply a theme and why it works so well with styles.

Applying Themes

Let’s revisit the different headings of the market trends report we worked on in Formatting Document Content in Microsoft Word. Go to the Design tab and select the drop-down menu called Themes. You’ll see that there are over a dozen default themes built into the software (Figure 3.32). As an exercise, choose the “Ion” theme for your document. Selecting “Ion” changes all the available styles in your document. If you want to further change the theme, you can change the color scheme using the Colors menu on the Design tab. There are many different color palettes to choose from. Word offers these preset palettes because designers have determined that the colors work together well to give documents a cohesive, professional appearance.

Themes button is selected from Design tab. Pane with various color palettes for selection is open, followed by options for Reset to Theme from Template, Browse for Themes, and Save Current Theme.
Figure 3.32 Word offers a variety of themes, each with its own set of fonts, colors, and styles. (Used with permission from Microsoft)

You can change the colors and fonts associated with the selected theme by choosing the menus on the Design tab. Choose the Green color group and Arial font and apply it to the report.

When you change the color and font, all headings and titles of the section will change in one step. There is no need to select each heading one by one because you already coded your document with the correct styles before you applied the theme, so the theme knows which text is which type of heading, and so forth. In the template, the current font of the Normal text is Corbel. By selecting the Fonts drop-down menu, you can change all of the Normal text and/or Headings font. Go to the bottom of the drop-down Fonts menu and select Customize Fonts. A new dialog box will appear with all the fonts installed in Office, as seen in Figure 3.33. Choose a new font and select Save and the headings will be changed.

(a) Create New Theme Fonts pane options: Heading font, Body font, Sample (with preview of font choice), Name. (b) Document displays text in Castellar font with the same green hues for heading.
Figure 3.33 You can modify the fonts in components of a theme, such as headings, and they will change from (a) the default font associated with that theme to (b) the customized font you select to apply. (Used with permission from Microsoft)

Page Background Command Group

The Page Background command group on the Design tab allows users to apply a page border, page colors, and watermarks. A watermark is a lightly colored image, logo, or text that exists in the background of the document. Like changing the page background color, adding a watermark will apply to the whole document. Some companies choose to use watermarks to indicate the status of a document (e.g., “Draft”) or to imprint their company name on each page of the document. To insert a watermark, select the Watermark icon and choose Custom Watermark, as you can see in Figure 3.34.

As an example, let’s add a watermark to the market trends report to indicate that it is a private, internal document. Type “Confidential” into the Custom Watermark dialog box and have it run diagonally across the page. There are a few options to alter the text’s appearance on the page. For instance, if you want to change the text to be less visible, choose Semitransparent. You can even use an image, like a company logo, as a watermark.

Watermark button is selected. Confidential pane displays four options for placement of Confidential/Do Not Copy words in various position in background of document. More Watermarks, Custom Watermarks, and Remove Watermark options follow.
Figure 3.34 You can insert customized watermarks such as company logos using the Custom Watermark option. (Used with permission from Microsoft)
In the document, the word Confidential is seen written behind the text diagonally across the page in a pale gray color.
Figure 3.35 Watermarks are used to display letters or images on the page background. (Used with permission from Microsoft)
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