411 REFERENCE · Wikibooks
Microsoft Office/Create a Proposal with collaboration
Reference material by Wikibooks contributors. This retains its source identity and is not 411 news reporting.
Vocabulary
Planning Proposal - Offers improvements to a situation or solutions to a problem
Research Proposal - Requests funding for a project
Sales Proposal - Sells a product, service or idea
View Page Width - Zoom the document so that the width of the page matches the width of the window
Title Page - Gives the main idea of the document and should attract the readers attention
Table - a group of rows and columns used to organize data in a document
Shadow - a light gray duplicate image that appears on the edge of a character or object.
Hidden Text - text that does not print but is part of a document
Section - a group of the document that is formatted the same
Section Break - the end of one section and the beginning of another so that you can change formatting, such as changing from one column to two columns and then back to one column again.
Header - text that prints at the top of every page in a document
Footer - text that prints at the bottom of every page in a document
Nonadjacent Text - this is also called non-contiguous text and means text that is not next to each other.
Datasheet Window - This is just like Access where the data for a graph is stored in a datasheet, or spreadsheet like window
Draw Table Feature - The ability to use a pencil and eraser to draw a table to certain specifications
Watermark - text or graphic that is placed behind the text of the document, this can be words such as DRAFT, or SOLD OUT, or a company logo.
Lesson
Open Word to a new document
Do a save and place it in your folder for this class under Word
Display Formatting Characters
It will be essential for this lesson that you use formatting characters, have them on and know what each one means.
From the HOME Tab click on the backwards P, it is also the paragraph mark, to turn on formatting characters. Leave this turned on for the entire lesson.
Create a title Page
Change Font Style/Color/Size
Go to the VIEW tab an click on the PAGE WIDTH button.
Click on the Center Button on the HOME TAB
Change the font style to a font that is easy to read, stick to a block style, sans, or sans serif
Change the font size to 48 point
Change the style to BOLD by pressing SHIFT+B
Change the color to a Blue on the color palette
Type - Vote Yes
Press Enter
Type - For an Improved
Press Enter
Type - Meeker
Border and Shade Text
Select the text you have typed
Go to the Insert Tab
Click on the Table button
Click Insert Table
Each line will be a separate row in a table. The table tools ribbon should be displayed.
Click on the Eraser tool on the far right in the Draw Borders group
Click on the interior borders to your table so that all the text is in the same cell
Click on the eraser tool again to turn it off
With the entire table selected click on the border button drop down
Click on Borders and Shading
Change the Width to 4 1/2
Change the style to a shaded edge
Click on the shading tab
Change the fill color
Click OK to accept the changes
From the Table Tools ribbon, you can also change the fill color with the BUCKET or fill tool directly above the border button. Hover over different colors to see the preview.
NOTE: if you change the fill color to a dark color you will probably want to change the text color to a light color so it can be easily read.
Clear Formatting
When you are in a table and need to get below the table, but do not have any spaces there yet, you can do one of the following:
Press enter
Go to the home tab
Go to the Styles
Click on the drop down
Click on Clear Formatting
OR
Double click below the table
Modify Character Spacing
Press enter one time
Press Cap Locks
Type: MEEKER
Press Enter
Type: PARK DISTRICT
Press Enter
Type: REFERENDUM
Click and drag over the text to select it
Click the button in the corner of the FONT group on the HOME tab to show the font format dialog box
Change the font type to: Baskerville Old Face
Check the box for Shadow under Effects
Change the font color to match the font from the table
Click on the Character Spacing TAB
Change the Spacing to Expanded by 2
Click OK
NOTE: you can make your text expanded, or condensed
Insert Clip Art
Click after the last line
Press enter twice to leave one blank space
Click on the INSERT tab
Click on Clip Art
Find clip art for voting, or ballot box
Use the resizing handles to make the graphic the "right" size for the page
NOTE: the corner handles keep the picture proportional
Zooming
Click on the VIEW TAB
Click on Page Width
Resize your document window and watch what happens to your document
Click on One Page
Resize your document window and watch what happens to your document
Center your Page vertically
Press CTRL+HOME to move the cursor to the top of the document
Click on the Page Layout Tab
Click on the corner of the page setup group to launch the page setup dialog box
Click on the Layout Tab
Click on the drop down under Page - Vertical Alignment and change it to Center
Click on OK
Save your document
Insert an Existing Document into your Current Open Document
Open a file saved to a web page
Click on the link for the file Meeker Rec Center
Click on the file named: Meeker Rec Center
"Save As" to your storage space
close that document
Insert a Section Next Page Break
Go to your document with the title page
Press CTRL+END to move to the end of your document
Go to the Page Layout TAB
Click on the Breaks Drop down
Under the Section Breaks, click on Next Page
Change Page Alignment
Go back to the Page Setup Dialog Box
Page Layout Tab
Page Setup Group
Dialog Launching Button
Click on the Layout Tab
Click OK
Insert text from file
Click on the Insert Tab
Click on the Object Drop Down
Click on Text from file
Browse to find the document you saved earlier
Double click the document name
Save your document
Zoom and View your Document
Use the Zoom bar at the lower right of the word window to zoom in on parts of your document, or zoom out.
Use the View Tab at the top to view the document as two pages, one page, or Page Width. Change the view to page width and then change the size of the window to see what happens.
Deleting
Page Break
Make sure the formatting marks are on
Scroll to the bottom of page 2
Place the mouse to the left so it is a white arrow pointing up and right
Click to choose the Page Break
Press DELETE on the keyboard
Text
Go to the end of the document, click and drag over "very much" and then press DELETE on your keyboard. You never use informal language in a proposal.
Headers and Footers
Create Headers
Set the first page different from the rest
Go to the Page Layout Tab
Go to the Page Setup Group
Click on the More button to launch the Page Setup Dialog Box
Click on the Layout Tab
Go to the section for Headers and Footers
Check the box for Different First Page
Click OK
Add a Header from page 2 to the end of the document
Go to page 2 of your document
Double click in the margin above the text
Double click on the right side of the paper in the header
Make sure you are in the Header Footer Tools on the DESIGN tab
Click on the Page Number Drop Down at the far left
Click on Top of page
Scroll Down and click on PLAIN NUMBER 3 - so it says "2"
Change what page number it starts counting from
Click on the Page Number Drop Down
Click on Format Page Number
Go to the Page Numbering section
Click on Start At
In the box type a 1
Click OK
Create Footers
Scroll to the bottom of the page and click in the footer section
Click in the middle of the page in the footer to center you text
Type in "Vote YES!"
Double click in the main part of your document to exit out of the headers and footers
Working with Tables
Delete a Column
Go to the table on page 2
Place your mouse on the second column at the top so it is a black arrow pointing down
Click once to choose the column
Right click on the second column
Click on Delete Columns
Insert a Row
Select the top row of the table
Right click the row
Click on Insert Rows
Using Table Tools
Click on the table
Click on TABLE TOOLS at the top of the window
Go to the Layout Tab
Add and remove rows and columns from the Rows & Columns group
Table Editing with the Short Cut Menu
Right click the top row of the table and click on Insert Row
Right click the new top row and click on MERGE cells
Type in the title: Annual Tax Impact - ESTIMATED
Add a row with the TAB key
Place you cursor in the very last cell of the table - lower right
Press TAB
Type TOTAL in the first cell of the new row
Using AutoSum
Click on the second cell in the last row
Click on the Table Tools
Click on the Layout Tab
Go to the Data Group
Click on the Formula button
Click on the drop down for Paste Function
Scroll and click on SUM
Fix the formula so it reads =SUM(ABOVE)
Click OK
Place the total at the bottom of each column
Format a Table
Select the table
Press CTRL+E to center it on the page
Choose the data in the table - NOT the Headings
Press CTRL+R to right align the contents of each cell
Select the ST for 1st bond issue
Hold down CTRL and select the ND and RD for 2nd and 3rd
Go to the HOME tab
Go to the Font group and click on the dialog box launcher
Click on Superscript
Click on OK
Select the whole table
Select the Table Tools - Design tab
From the Table Styles select a style for your table
NOTE: Use the Borders button to edit it as needed
Create a Chart from a Table
Select the second through fourth rows in the table
go to the Insert tab
Click on Chart in the Illustrations group
Select a type of chart
I am confused here on how to get it to go into the document correctly
Cut the Chart out of the table
Paste it below the table
Edit the Excel sheet so that the data reads correctly in the chart
Play with the Chart Tools and Chart Layouts to get a look that matches your document
Format Bulleted Lists
Find a Formatting
Press CTRL+F
Click on MORE
Click on FORMAT
Click on FONT
Fill in Times New Roman - 12 - Bold
Click on Find Next
Create Character Style
Highlight the words 1st Bond
Go to the HOME tab
Click the drop down for the styles
Click - Save Selection as new Quick Style
Call it BOND
Click OK
Apply the style to the rest of the bonds
Change bullets to pictures
Highlight the bulleted list
Go to the HOME tab
Go to the Paragraph group
Click on the drop down next to the bullet list button
Click on Define New Bullet
Click on Picture button
Click on one of the pictures
Click on OK
Click on OK
Draw a Table
Draw the Table Outline
Place your cursor before the last paragraph
Go to the INSERT tab
Click on the table drop down
Click on the Draw Table option
Move your mouse down to the document and draw a rectangle that is about 5 inches wide and about 2 1/2 inches high
Use the pencil to continue drawing the table that will look like the one below
Use the eraser to erase any lines accidentally drawn
File:Empty_Chart.jpg
Distribute rows evenly
Click in the table somewhere
Go to the Table Tools
Go to the Layout tab
Go to the Cell Size Group
Click on - Distribute Rows button
NOTE: do the same thing to distribute the columns evenly
Single Space the Table Contents
Choose the entire Table
Press CTRL+1
Fill in the data for the table
Fill in the data as below:
File:WD4_-_Chart_Filled_In.jpg
Format the Table
Change alignment of text in a cell
Click in the cell that has the word - VOTE
Go to the LAYOUT tab
Go to the Alignment group
Click on the Text Direction button until the text is facing the direction you want - twice is what I would choose
Format the words VOTE and YES
Select the word cell for VOTE
Hold down CTRL and select the word cell for YES
Change the font to size 24
Change the font to bold
Change the font style to match your scheme
Center the text
Shade the cells to match your color scheme
Choose the ST, ND, and RD for the bonds and superscript them
Format the title
Select the text in the title
Change the shade color to a darker color for the same color scheme
Change the font size to 28
Center the text
Add totals to the end of each row
Click in the last cell in the third row - the total for the bond issue 1
Go to the Layout tab
Go to the alignment group
Click on the formula button
the formula should read =SUM(LEFT)
Add the formula to each of the total cells - make sure the formula stays the same and continues to add left.
Add a Watermark
Click on the Layout tab
Go to the Page Background group
Click on Watermark drop down
Click on Custom Watermark at the bottom
Click on Text Watermark radio button
Type in the TEXT field - VOTE YES!
Click on apply
Click on Close
Preview your document
Go to the VIEW tab
Go to the ZOOM group
Click on TWO PAGES
Scroll to see your document
Project
Your school has many different facilities and services that it offers you. In the next few years there are going to be major budget issues. Write a proposal that is either to persuade the administration what area(s) need to be cut, OR what area(s) need to be saved from the budget changes to come. This proposal will be shared with the administration.
The Proposal should include the following:
Title page that catches the eye
An introduction paragraph
Bulleted items of each proposed change - at least three
A paragraph explaining each of the bulleted items
Table of how this will help the district financially with totals
Graph of the table without totals
A conclusion paragraph
A header with page number
A footer with message summary
A text Watermark
One ClipArt or picture
Text that is bordered and shaded
You will work with one other student to complete this assignment, you may not talk in class to one another, you must use some electronic means of communication. This project is to simulate collaboration of two people that are in different locations. You can use e-mail or IM.
Rubric
You will be graded on only those line items that you were responsible for.
Please clearly mark what group members are responsible for each line item.
The last item will be added into everyones grade in the group
+ Proposal Individual RubricStandards1 point2 points3 points4 points5 pointsTitle Page with clip art and text that is shaded and borderedThe title page is missing more than one item.The title page is missing one item. The title page only has consistent colors, or is missing one item. The title page is attractive and has consistent colors. It has a title, sub-title, clipArt, and text that is shaded and bordered. The title page is exceptionally attractive and catches the eye. It contains a snappy title, sub-title, ClipArt, and has text that is shaded and bordered. Introduction ParagraphThere is no clear introduction of the main topic or structure of the paper.The introduction states the main topic poorly, and does not adequately preview the structure of the paper nor is it particularly inviting to the reader.The introduction states the main topic, but does not adequately preview the structure of the paper nor is it particularly inviting to the reader.The introduction clearly states the main topic and previews the structure of the paper, but is not particularly inviting to the reader.The introduction is inviting, states the main topic and previews the structure of the paper.Bullet List of 3 itemsMany details are not in a logical or expected order. There is little sense that the writing is organized.Some details are not in a logical or expected order, and this distracts the reader. The bullets are changed from the standard circle. Formatting was done on the text. Some details are not in a logical or expected order, and this distracts the reader. The bullets are changed from the standard circle. Formatting was done on the text. Formatting is consistent.Details are placed in a logical order, but the way in which they are presented/introduced sometimes makes the writing less interesting. The bullets are changed from the standard circle. Formatting was done on the text to make key parts stand out. Formatting is consistent.Details are placed in a logical order and the way they are presented effectively keeps the interest of the reader. The bullets are changed to add eye appeal. Formatting was done on the text to make key parts stand out. Formatting is consistent.Paragraph for item 1Sentences lack structure and appear incomplete or rambling. Sentences rarely vary in length. Writer makes more than 4 errors in grammar or spelling that distract the reader from the content. NO facts are reported OR most are inaccurately reported.Most sentences are well-constructed but have a similar structure. Some sentences vary in length. Writer makes 3-4 errors in grammar or spelling that distract the reader from the content. Most supportive facts are reported accurately.Most sentences are well-constructed but have a similar structure. Some sentences vary in length. Writer makes 2 errors in grammar or spelling that distract the reader from the content. Almost all supportive facts are reported accurately.Most sentences are well-constructed with varied structure. Almost all paragraphs have sentences that vary in length. Writer makes 1 error in grammar or spelling that distract the reader from the content. Almost all supportive facts are reported accurately. All sentences are well-constructed with varied structure. Every paragraph has sentences that vary in length. Writer makes no errors in grammar or spelling that distract the reader from the content. All supportive facts are reported accurately.Paragraph for item 2Sentences lack structure and appear incomplete or rambling. Sentences rarely vary in length. Writer makes more than 4 errors in grammar or spelling that distract the reader from the content. NO facts are reported OR most are inaccurately reported.Most sentences are well-constructed but have a similar structure. Some sentences vary in length. Writer makes 3-4 errors in grammar or spelling that distract the reader from the content. Most supportive facts are reported accurately.Most sentences are well-constructed but have a similar structure. Some sentences vary in length. Writer makes 2 errors in grammar or spelling that distract the reader from the content. Almost all supportive facts are reported accurately.Most sentences are well-constructed with varied structure. Almost all paragraphs have sentences that vary in length. Writer makes 1 error in grammar or spelling that distract the reader from the content. Almost all supportive facts are reported accurately. All sentences are well-constructed with varied structure. Every paragraph has sentences that vary in length. Writer makes no errors in grammar or spelling that distract the reader from the content. All supportive facts are reported accurately.Paragraph for item 3Sentences lack structure and appear incomplete or rambling. Sentences rarely vary in length. Writer makes more than 4 errors in grammar or spelling that distract the reader from the content. NO facts are reported OR most are inaccurately reported.Most sentences are well-constructed but have a similar structure. Some sentences vary in length. Writer makes 3-4 errors in grammar or spelling that distract the reader from the content. Most supportive facts are reported accurately.Most sentences are well-constructed but have a similar structure. Some sentences vary in length. Writer makes 2 errors in grammar or spelling that distract the reader from the content. Almost all supportive facts are reported accurately.Most sentences are well-constructed with varied structure. Almost all paragraphs have sentences that vary in length. Writer makes 1 error in grammar or spelling that distract the reader from the content. Almost all supportive facts are reported accurately. All sentences are well-constructed with varied structure. Every paragraph has sentences that vary in length. Writer makes no errors in grammar or spelling that distract the reader from the content. All supportive facts are reported accurately.Table and GraphThe table shows numeric data related to the topic. The chart has been edited to reflect the data in the table.The table shows numeric data related to the topic. The chart has been edited to reflect the data in the table. Student choose a color scheme that matches the rest of the document. Purpose/content of the table is not clear from the title.The table shows numeric data related to the topic. The chart has been edited to reflect the data in the table. Student choose a color scheme that matches the rest of the document. There is a legend for the chart that describes the data (not series 1, ...) Title tells the purpose/content of the table, but is not located at the top of the table.The table shows numeric data related to the topic. The chart has been edited to reflect the data in the table. Student choose a color scheme that matches the rest of the document. There is a legend for the chart that describes the data (not series 1, ...). Title tells the purpose/content of the table and is printed at the top of the table.The table shows numeric data related to the topic. The chart has been edited to reflect the data in the table. Student choose a color scheme that matches the rest of the document. There is a legend for the chart that describes the data (not series 1, ...). Title tells the purpose/content of the table, is clearly distinguishable as the title (e.g. larger letters, underlined, etc.), and is printed at the top of the table.Conclusion ParagraphThere is no clear conclusion, the paper just ends.The conclusion is recognizable, but does not tie up several loose ends.The conclusion is recognizable and ties up almost all the loose ends.The conclusion is strong and leaves the reader with a feeling that they understand what the writer is "getting at."The conclusion is strong and leaves the reader with a feeling that they understand what the writer is "getting at." It has a call to action statement. Putting Paper together with header, footer, watermark, color schemes, and font styles.There is a header and footer some of the pages. There is a watermark on every page. The colors and font size/style change throughout the document. There is a header and footer every page. There is a watermark on every page. The colors and font size/style match by section through the document. The paper has the appearance that one person created it all. There is a header and footer every page. There is a watermark on every page that goes with the theme of the proposal. The colors and font size/style match through most of the document. The paper has the appearance that one person created it all. There is a header and footer on the second and every page after that. There is a watermark on every page that goes with the theme of the proposal. The colors and font size/style match through most of the document. The paper has the appearance that one person created it all. There is a header and footer on the second and every page after that. There is a watermark on every page that goes with the theme of the proposal. The colors and font size/style match through the entire document.