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Contents i Introduction. xi Who this book is for. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi The Step by Step approach. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii Download the practice files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii Ebook edition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv Get support and give feedback. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv Errata and support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv We want to hear from you. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvi Stay in touch. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvi Part 1: Microsoft Office 2016 1 Explore Office 2016. 3 Work in the Office user interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Identify app window elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Sidebar: Tell me what you want to do. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Work with the ribbon and status bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Sidebar: Adapt exercise steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 iii Change Office and app options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Manage account information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Manage app options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Customize the Quick Access Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Customize the ribbon. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Practice tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 2 Create and manage files . 39 Create files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Open and move around in files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Display different views of files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Display and edit file properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Sidebar: File types and compatibility with earlier versions of Office apps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Save and close files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Sidebar: Save files to OneDrive. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Practice tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Part 2: Microsoft Word 2016 3 Modify the structure and appearance of text. 69 Apply paragraph formatting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Configure alignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Configure vertical spacing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Configure indents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Sidebar: Configure paragraph borders and shading . . . . . . . . . . . . . . . . . . . . . 79 Structure content manually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Apply character formatting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Sidebar: Character formatting and case considerations . . . . . . . . . . . . . . . . . . 91 Create and modify lists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Sidebar: Format text as you type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 iv Apply built-in styles to text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Apply styles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Manage outline levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Change the document theme. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Practice tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 4 Collaborate on documents. 115 Mark up documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Insert comments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Track changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 Display and review document markup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Display markup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Review and respond to comments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 Review and process tracked changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130 Sidebar: Remember to check for errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133 Compare and merge documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133 Compare and combine separate copies of a document . . . . . . . . . . . . . . . . . 134 Compare separate versions of a document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136 Control content changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 Restrict actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138 Restrict access by using a password. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Sidebar: Restrict access by using rights management. . . . . . . . . . . . . . . . . . . 149 Coauthor documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 Practice tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 5 Merge data with documents and labels. 159 Understand the mail merge process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160 Start the mail merge process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Get started with letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162 Get started with labels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163 Get started with email messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166 vChoose and refine the data source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168 Select an existing data source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169 Create a new data source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172 Refine the data source records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173 Sidebar: Refresh data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178 Insert merge fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178 Preview and complete the merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 Create individual envelopes and labels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184 Generate individual envelopes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184 Generate individual mailing labels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188 Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190 Practice tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 Part 3: Microsoft Excel 2016 6 Perform calculations on data. 197 Name groups of data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198 Define Excel tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201 Create formulas to calculate values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205 Sidebar: Operators and precedence. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218 Summarize data that meets specific conditions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219 Set iterative calculation options and enable or disable automatic calculation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225 Use array formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227 Find and correct errors in calculations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229 Skills review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235 Practice tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

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Institution
Course

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Microsoft
Office 2016




Joan Lambert and Curtis Frye PRACTI CE FI LES



10/29/2015 12:13:47 PM

, Microsoft
Office 2016
Step by Step




Joan Lambert
Curtis Frye




699236_Office2016SBS.indb 1 10/29/2015 6:33:02 PM

, PUBLISHED BY
Microsoft Press
A division of Microsoft Corporation
One Microsoft Way
Redmond, Washington 98052-6399

Copyright © 2015 by Curtis Frye and Joan Lambert

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: 2015934879
ISBN: 978-0-7356-9923-6

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 Support at . Please tell us what you think of this
book at http://aka.ms/tellpress.

This book is provided “as-is” and expresses the authors’ views and opinions. The views, opinions, and information
expressed in this book, including URL and other Internet website references, may change without notice.

Some examples depicted herein are provided for illustration only and are fictitious. No real association or
connection is intended or should be inferred.

Microsoft and the trademarks listed at www.microsoft.com on the “Trademarks” webpage are trademarks of the
Microsoft group of companies. All other marks are property of their respective owners.

Acquisitions and Developmental Editor: Rosemary Caperton
Editorial Production: Online Training Solutions, Inc. (OTSI)
Technical Reviewers: Steve Lambert and Rozanne Whalen (OTSI)
Copyeditors: Kathy Krause, Jaime Odell, and Val Serdy (OTSI)
Indexers: Susie Carr, Angela Martin, and Ginny Munroe (OTSI)
Cover: Twist Creative ● Seattle




699236_Office2016SBS.indb 2 10/29/2015 6:33:02 PM

, Contents

i
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
Who this book is for. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
The Step by Step approach. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
Download the practice files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
Ebook edition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
Get support and give feedback. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
Errata and support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
We want to hear from you. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvi
Stay in touch. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvi




Part 1: Microsoft Office 2016

1
Explore Office 2016. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Work in the Office user interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Identify app window elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Sidebar: Tell me what you want to do. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Work with the ribbon and status bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Sidebar: Adapt exercise steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16




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improve our products for you. Thank you!
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iii




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