Automation reduces repetitive tasks and enhances accuracy. This course teaches participants to build custom VBA solutions that integrate Excel’s functionality with intelligent scripting. This course supports professionals producing reports, manuals, and other complex outputs with precision.
Learning Outcomes:
Build and customise templates for consistency
Use advanced table and graphic formatting tools
Automate document elements using fields and macros
Manage references, citations, and footnotes
Protect and finalise documents for publishing
Key Topics:
Advanced styles and templates
Cross-references, bookmarks, and hyperlinks
Indexing, citations, and bibliography tools
Fields, forms, and macros
Document protection and finalisation
Module 1. Using Style
- Creating Style
- Applying Style
- Editing Style
- Labs
Module 2. Creating Master Documents
- Using a Master Document
- Inserting Subdocuments
- Collapsing/Expanding Subdocuments
- Unlinking Subdocuments
- Splitting and Merging Subdocuments
- Locking Subdocuments
- Opening Subdocuments
- Labs
Module 3. Creating a Table of Contents
- Using a Table of Contents
- Creating a Table of Contents
- Using Custom Styles
- Updating a Table of Contents
- Using Outline Levels
- Labs
Module 4. Creating an Index
- Creating an Index
- Creating Main Index Entries
- Creating Index Subentries
- Typing Index Entries
- Cross-Referencing Index Entries
- Generating an Index
- Updating an Index
- Labs
Module 5. Using Bookmarks, Captions and Footnotes
- Working with Bookmarks
- Creating Bookmarks
- Viewing Bookmarks
- Going to a Bookmark
- Cross-referencing to a Bookmark
- Deleting a Bookmark
- Inserting a Caption
- Inserting a Table of Figures
- Inserting a Cross-reference
- Inserting Notes
- Setting Note Options
- Viewing Notes
- Labs
Module 6. Using Mail Merge
- Working with Mail Merge
- Starting the Mail Merge
- Identifying the Main Document
- Creating a Recipient List
- Customizing Columns in a Recipient List
- Rearranging Columns in a Recipient List
- Saving a Recipient List
- Entering Records into a Recipient List
- Sorting Records to be Merged
- Highlighting Merge fields
- Inserting Merge Fields into a Document
- Previewing Merged Data
- Merging to a New Document
- Merging to the Printer
- Sending Email Messages
- Labs
Module 7. Working with Comments and Revisions
- Enabling Change Tracking
- Setting Change Tracking Options
- Disabling Change Tracking
- Comparing Documents
- Reviewing Tracked Changes
- Accepting/Rejecting All Changes
- Inserting Comments
- Managing Comments
- Viewing and Navigating Comments
- Labs
Module 8. Linking/Embedding Objects
- Inserting a Hyperlink
- Display a Linked Object as an Icon
- Embed Data as an Object
- Updating a Link Breaking a Link
- Breaking a Link
- Labs
Module 9. Using Macros
- Macro Overview
- Create Macro in MS Word
- Using Macro
- Deleting Macro
- Labs