Posted by computertrainer in Access Tips, Excel Tips, Outlook Tips, PowerPoint Tips, Publisher Tips, Visio Tips, Word Tips.
Tags: customize toolbar, icon, toolbar
Today during an Office 2007 class with employees at KaZak Composites in Woburn, MA, we discussed using the Filter feature in an Outlook calendar. This is a multi-step process if you start from the menu.
Adding the Filter icon to a toolbar makes the process simpler. Since that feature was not included in their book, I thought I would share the steps here so everyone can benefit from this shortcut.
NOTE: You can add icons to other office applications using the same technique, however, Outlook 2007 is the only Office 2007 application that uses the toolbar. So try this in Office 2000, XP, or 2003 for Excel, Word, etc.
- [RIGHT] click on any toolbar and select Customize.

- Make sure you can see the toolbar you want add an icon to.
- Click the Commands tab.
- In the Categories box, click the View category. (The Category will be the Menu that you would use to find the command.)

- Scroll on the Commands: until you find Filter … (or the command you want to add).
- Click on the Filter… command and drag it to the toolbar.
- Release the mouse button when it is placed in the location of your choice.
NOTE: You will see an “I beam” where it will be dropped.
- Click Close.
- Now when you want to filter simply click the icon, then go to the More Choices tab and click Categories to filter based on a category.
- When you want to remove the filter, click on the Filter icon and select Clear All.
Posted by computertrainer in Visio Tips.
Tags: Excel, Org chart, Visio
To create a Visio organization chart from data stored in Excel, do the following:
1. Set up your data in Excel in columns with a single row of headings. Headings will become field names for use in creating the organization chart. The only required fields are a field for the person’s name and a field for the person to whom they report. Include other fields as needed for content you want to include in your chart.
2. On the File menu, point to New, point to Organization Chart, and then click Organization Chart Wizard.
3. On the first wizard page, click Information that’s already stored in a file or database, and then click Next.
4. Follow the wizard pages to create an organization chart from a data file that you specify.
Note You can also use the Organization Chart Wizard to create a new Microsoft Office Excel or text data file from which to generate a chart. To do this, on the first page of the wizard, select Information that I enter using the wizard, and then follow the wizard pages to create an organization chart from your new data.