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Index
Office 2011 for Macintosh: The Missing Manual
The Missing Credits
About the Author About the Creative Team Acknowledgements The Missing Manual Series
1. Introduction
Keeping Up with the Macs More Integrated Than Ever What’s New in Office 2011
Word Outlook Excel PowerPoint Office as a Whole
The Very Basics About This Book
About the Outline About→These→Arrows
About the Online Resources
Missing CD Registration Feedback Errata Newsletter
Safari® Books Online
1. Word
2. Word Basics: Opening, Editing, Saving, Printing
Document Basics Covered Quickly Creating New Documents
A Quick Tour of the Document Window The Minimalist’s Document Window Creating Documents from a Template
Opening Documents Your Point of View Basic Editing in Word
Natural (and Un-Natural) Selection Selecting Text with the Keyboard
Undo, Redo and Repeat Save Me
More Saving Graces Reducing File Size Document Password Protection Save to Web Page Share Word Documents via Email
Printing from Word
3. Advanced Editing in Word
Toolbars and the Ribbon
The Standard Toolbar Introducing the Ribbon Space-saving Ribbon Tricks
Lists: Bulleted and Numbered
Making Lists with Bullets Making Numbered and Multi-level Lists
Restart numbering at 1 Managing Multi-level lists
Customizing Word’s Automatic Lists
Line, Page, and Column Breaks
Paragraph Break Line Break Page Break Column Break Section Break
Find and Replace
Using the Search Box The Find and Replace Sidebar The Advanced Find and Replace Window
Search and replace special characters Find specific formatting
AutoText: Abbreviation Expanders Spelling and Grammar
Check Spelling as You Type Checking Spelling and Grammar All at Once Spelling and Grammar Options Writing Styles Custom Dictionaries and Preferred Spellings
Editing the custom dictionary Creating a new custom dictionary Adding and removing custom dictionaries Foreign language dictionaries Choosing custom dictionaries before spell checking
AutoCorrect Adding and Formatting Tables
Creating Tables Creating a Table from the Ribbon Using the Insert Table Box Drawing a Table Editing Your Table Formatting Tables
Inserting Photos and Media
Inserting a Photo Playing Audio and Video in your Word Documents
Recording and Running Macros
Creating a Macro Running a Macro The Macro Organizer Learning about Visual Basic
Organizing Your Templates
4. Setting Up Documents and Pages
Let Word Format Your Document Automatically Choose a Template
Using Templates Modifying, Saving, and Installing Templates
Choose a Theme
Finding More Themes Saving and Sharing Custom Themes
Choose a Quick Style
Writing with Style Get a New Look with Quick Styles
Manually Formatting Your Document Choosing Paper Size and Layout
Changing Paper Size Setting Paper Orientation
Setting Margins
Selecting Preset Margins Setting Custom Margins Using the Ruler to Set Margins Setting Margins for Booklets
Adding Color, Borders, and Watermarks
Choosing Page Color Adding a Border Adding a Watermark
Adding Page Numbers, Headers, and Footers
Adding a Page Number Removing Page Numbers The Easy Way to Add Headers and Footers Manually Adding Headers and Footers
Dividing Your Document into Sections Formatting Paragraphs with Styles
Modifying an Existing Style
Exploring the Modify Style box
Overriding a Style Setting
Reverting to the original style Clearing formatting
Showing Style Guides
Manual Paragraph Formatting
Paragraph Alignment Indenting Paragraphs
Using the ruler to indent paragraphs
Spacing Between Paragraphs Spacing Between Lines Setting Tabs
How tab stops work Viewing tab marks in your text Deleting and editing tabs
Types of Tabs
Tab Leaders
Managing Tab Settings with the Ruler
Setting tab stops Adjusting and removing tab stops with the ruler
Managing Line and Page Breaks
Formatting Individual Characters
Formatting as You Type with Shortcut Keys Formatting with the Ribbon or the Font Box Changing Capitalization Small Caps for Headers Advanced Font Formatting
5. Printing Documents, Envelopes, and Labels
Choosing a Printer
Setting Your Default Printer Advanced Print Settings Exploring Printer-Specific Properties
Printing to an Adobe PDF File Printing Part of Your Document Printing Envelopes Printing Labels Changing Your Print Preferences Understanding Mail Merge Basics
Common Types of Merge Documents Mail Merge Lists
The Six Phases of a Mail Merge Running the Mail Merge Manager
1. Select Document Type 2. Select Recipients List 3. Insert Placeholders 4. Filter Recipients
Choosing a comparison option Sorting your recipient list
5. Preview Results
Editing before the merge
Complete Merge
Advanced Merge Techniques Merging to Labels and Envelopes
Merging to Labels
Editing labels Yet another way to format labels
Merging to Envelopes
6. Working with Long Documents
Switching to Outline View Promoting and Demoting Headings Controlling Subheads During Promotion or Demotion Moving Outline Items Showing Parts of Your Outline
Expanding and Collapsing Levels Showing and Hiding Text Showing Only the First Line Showing Text Formatting
Notebook: Collecting Random Thoughts
Opening Your Notebook The Notebook Ribbon
Use the Home tab for daily note taking Changing your notebook’s appearance Audio Notes tab when you don’t want to write
Organizing Your Notes
Setting text levels with the keyboard and mouse Sorting headings
Placing Notes Beside Your Notes
Flagging action items Important enough to track in Outlook?
Typing Less with Audio Notes
Entering an audio note Listening to an audio note
Manipulating Notebook Sections
Labeling sections To line or not to line Numbering Pages
Navigating a Large Document
Understanding Sections
Creating a Table of Contents
Updating Your Table of Contents TOC the Harder Way: Using Other Styles Formatting Your Table of Contents
Quick formatting for tables of contents Detailed formatting for tables of contents
Deleting a Table of Contents
Creating an Index
Marking an Index Entry Building an Index Updating an Index Deleting an Index Deleting an Index Entry
Navigating with Hyperlinks
Inserting and Removing Bookmarks
Cross-Referencing Your Document
Deleting Cross-References Cross-Referencing Figures Making a Table of Figures
Creating Footnotes and Endnotes
Inserting Footnotes and Endnotes Formatting Footnotes and Endnotes
Deleting footnote and endnotes
Inserting Citations and Creating a Bibliography
Adding a Citation Adding a Bibliography
7. Moving Beyond Text: Publishing Layout View
Starting with a Template: Ready-to-Use Page Designs Choosing and Using a Template
Arranging the Way Objects Overlap
Adding, Removing and Rearranging Pages
Managing Master Pages
Adding Text and Text Boxes
Formatting Text Add Color to Your Text Box Flowing Text Between Boxes
Adding Photos, Clip Art, and Other Graphics
Formatting Graphics Aligning Objects on the Page
8. Working Collaboratively
Adding Comments
Deleting Comments Highlighting Text
Tracking Changes While Editing
Tracking and Viewing Changes
Showing and hiding types of changes Showing and hiding reviewers’ markup Customizing your markup view
Printing Edits and Markup Accepting and Rejecting Changes Comparing and Merging Documents Merging Two Documents Protecting Your Document from Changes Sharing Documents over SkyDrive or SharePoint
Sharing with SharePoint
2. Outlook
9. Outlook: Email and Life Management 101
Starting Outlook the First Time Outlook Tour Sending Emails with Outlook
Email Fancy Formatting Embedding a Picture in Your Email
Adding a Background Picture or Color
Getting Photos from Cameras, Scanners, and Screenshots Sending Attachments with Your Email Adding Hyperlinks to Your Email Creating and Using Email Signatures About Digitally Signed and Encrypted Email
Receiving Email
Downloading Pictures Categorize and Arrange Your Emails Setting Up a Schedule to Send and Receive Email Managing Junk Mail
10. Managing Your Contacts
Creating New Contacts
Adding Email Senders to Your Contacts
Adding contact vCards
Editing, Adding and Deleting Contacts Putting Contacts on the Map Syncing Outlook Contacts with Your Mac Address Book
Importing Contacts
Importing Contacts and Other Data from Outlook for Windows
Creating Contact Groups Organizing and Searching for Contacts Printing Contacts
11. Calendar: Meetings, Tasks, and Notes
Creating Appointments and Meetings
Adding Appointments Editing and Deleting Appointments Creating Recurring Appointments
Adding Meetings
Sending Updates and Canceling Meetings Responding to a Meeting Invitation Adding Holidays to Your Calendar Removing Holidays
Filtering the Displayed Events Printing Calendars Be Your Own Task Master Taking Note
Creating Notes Emailing and Forwarding Notes Printing Notes
12. Customizing Outlook and Managing Data
Changing the Look of Outlook Creating Your Own Categories
Using Categories to Filter the View
Working with categories in E-mail view
Using Folders and Smart Folders
Manually Adding Folders in Notes and Email
Creating Smart Folders
Using Advanced Searches to Create Smart Folders
Creating Email Rules Create Multiple Outlook Identities Using My Day As Outlook Lite
3. Excel
13. Basic Excel
Spreadsheet Basics
Opening a Spreadsheet Data Entry Basic Formatting Kinds of Data
Numbers Text Dates Times
Tedium Savings 1: AutoComplete Tedium Savings 2: Formula AutoComplete Tedium Savings 3: AutoFill
Using the Fill handle
Selecting Cells (and Cell Ranges) Moving Things Around
Cutting, copying, and pasting Paste Special Drag-and-drop
Inserting and Removing Cells Find and Replace Erasing Cells Tutorial 1: Entering Data
Formula Fundamentals
Basic Calculations
Error checking
Functions
Function screen tips and AutoComplete The AutoSum button Looking up functions with the Formula Builder
Order of Calculation Tutorial 2: Yearly Totals
14. Building Advanced Workbooks
Naming Cells and Ranges
Creating Names Quickly Using Names to Look Up Data
References: Absolute and Relative Workbooks and Worksheets
Working with Multiple Worksheets Exporting Files
Excel 97-2004 Workbook (.xls) Comma separated values (.csv) Tab delimited text (.txt) Excel template (.xltx) Web page Spreadsheet properties
Advanced Formula Magic
Nested Formulas The Formula Builder Circular References
Iterations
Connecting to Other Workbooks Auditing
15. Excel Data Magic
Excel Tables, the New List Maker Building Your Table
Naming Your Table and Renaming Headers Adding New Records and Fields Rearranging Rows and Columns Deleting Records, Fields, and Entire Tables Converting and Deleting a Table
Table Formatting Tricks
Automatic Formatting with Table Options Conditional Formatting for Cells
Sorting and Filtering Your Table
Hide and Seek with Table Filters Applying Multiple Filters
The Calculating Table
Building a Lookup Formula for Your Table
Working with Databases
Fetching FileMaker Pro Data
Step 1: Import the database Step 2: Choose only the data you want
Grabbing Data from the Web Importing Data from a Text File
Analyzing and Viewing Your Data
Making a PivotTable
Step 1: Choose the data source Step 2: Choose the cells Step 3: Pivot Step 4: Build the table Step 6: Massage the data
What If Tools Analyze Your Data
Data tables Goal seek Scenarios Tapping the Data menu
Viewing Your Data
Custom views Outlining
Flag for Follow-Up Adding a Comment
16. Excel Macros and Visual Basic
Recording and Playing Macros
Playing and Saving Macros Absolute vs. Relative Cell References Using Formulas in Macros Making Macros Always Available
Introducing Visual Basic for Applications
Opening a Recorded Macro in Visual Basic Referencing Cells the VB Way Changing the Contents of a Cell Getting More Visual Basic Help
17. Formatting and Charts: Well-Dressed Spreadsheets
Formatting Worksheets
Automatic Formatting with Table Styles
Automatic formatting bonus
The Format Painter Formatting Cells by Hand
Changing cell size Hiding and showing rows and columns
Format Cells with Borders and Fill Color
Removing borders
Setting Cell Fill Colors Changing How Text Looks
Adding number formats Add or remove decimal places Changing fonts Changing the standard fonts Aligning text Merging cells
Adding Pictures, Movies, and Text Boxes
Inserting by the Insert menu
Charts
Chart Parts Step 1: Select the Data Step 2: Choose a Chart Style Step 3: Check Your Results Step 4: Design the Chart Content Step 5: Refine the Chart’s Appearance Transparent Bars Advanced Analysis Charting
Error bars Trend lines
Sparklines: Small, Intense, Simple Datawords
Formatting Sparklines Moving and Removing Sparklines
18. Printing and Sharing Spreadsheets
Printing Worksheets
Print Preview Print to PDF Files Page Setup
Page orientation Margins tab Header/Footer tab Sheet tab
Sharing a Workbook
Protecting the Spreadsheet Tracking Changes Merging Workbooks
4. PowerPoint
19. Planning and Creating Great Presentations
Planning the Presentation
The Goals of Your Presentation Know Your Audience Tailor the Presentation to the Audience Outline the Presentation Build Your Presentation Practice
Delivering the Presentation
Welcome Your Audience Introduce Your Presentation Making the Presentation Review Evaluating the Presentation
Designing an evaluation form
Presentation Hardware
Laptops Projectors
Choosing a projector Renting projectors Projection screens
Remote Controls
20. Building a PowerPoint Presentation
Step 1. Choose a Template
The Three-Pane View
Step 2: Specify a Theme Step 3: Add Slides and Choose Layouts
Changing Themes in Midstream
Step 4: Writing the Outline
Using a Word Outline
Step 5: Building the Show
Using Masters
Slide master Editing the slide master Adding new elements to a slide master Slide layouts Modifying slide layouts Handout master Notes master
View Controls Navigation Manipulating Your Slides
Inserting new slides Inserting slides from other presentations Duplicating a slide Deleting a slide Moving slides around Hiding slides
How to Build a Slide
Using Backgrounds
Changing backgrounds
Working with Text
Editing and formatting text Formatting bullets Other characters as bullets Graphics as bullets
Adding Graphics, Charts, and Tables
Graphics Tables Charts
Movies and Sounds
Format Movie options Format Audio options Record your own audio
Other Objects
Hyperlink
21. Putting On the Show
Adding Movement
Transitions
Add a transition Choosing transition styles Subtle Exciting Dynamic Content Customizing your transitions
Multimedia Effects Adding Animations Putting Controls on Slides Adding Narration
Adding a soundtrack
Putting On the Show
Setting Up Rehearsing Your Presentation Choosing a Navigation Scheme Presenting Onscreen Controlling the Show Using Presenter View
Recycling Your Presentations
Saving Presentations as QuickTime Movies Broadcasting Presentations on the Web Saving Slides as Graphics
Send to iPhoto Save as Pictures
Printing Your Presentation
Page Setup Printing Your Slides Notes and Handouts
5. Office As a Whole
22. Making the Most of Graphics and Media
Inserting a Graphic or Media Clip The Clip Art Gallery
Categories Online Adding Your Own Clips Deleting Clips Search Working with Clip Art
AutoShapes, Lines, SmartArt, and WordArt
AutoShapes Lines Formatting and Editing Shapes and Lines SmartArt Graphics WordArt Aligning Objects
The Drawing grid Rotating drawing objects
Modifying Graphics with the Format Dialog Box
Formatting Fills
Fill Color: Standard palette Fill Color: More Colors Format fill: Gradients Format fill: Picture or Texture Format fill: Pattern
Drawing Lines Adding Shadows Glow and Soft Edges Effects Creating Reflections 3-D Format 3-D Rotation Adjust Picture Artistic Filters Cropping Graphics Formatting Text Boxes Size Adjustments Adjust Position
Storing Favorites in the Scrapbook Object Linking and Embedding (OLE)
Creating Linked Objects Editing Linked Objects Repairing a Broken Link Overriding Automatic Updating Creating Embedded Objects Editing Embedded Objects
23. Customizing Office
Customizing the Ribbon Customizing Your Toolbars
Showing Other Toolbars Creating Custom Toolbars
To move a button or delete it from a toolbar To add a button to a toolbar To design a new toolbar from scratch
Attaching Custom Toolbars to Documents
Redesigning Your Menus
Adding a Command Removing a Menu Command Adding a Menu Removing a Menu Moving Whole Menus, or Specific Commands Resetting Everything Back to Normal
Reassigning Key Combinations AppleScripting Office What is AppleScript?
Why Use AppleScript?
Installing and Running Office Scripts
Installing Applets and Droplets Installing Script Menu Scripts Running the Scripts
6. Appendixes
A. Installation and Troubleshooting
Installing Office
Using the Installer Removing Office
Troubleshooting
Check for a Bad Settings or Preference File Uninstall and Reinstall Office Research Your Problem Online
B. The Office Help System
Office Help Help from Mac OS X Web-Based Help
C. Office 2011, Menu by Menu
Application Menu
About [Program Name] Online Registration Application Menu Preferences Work Offline (Outlook only) Turn Off (or On) Office Reminders (Outlook only) Services Hide [Program Name] Hide Others Show All Quit [Program Name]
Excel Menus File Menu
New Workbook New from Template Open Open URL Open Recent Close Save Save As Save as Web Page Save Layout Web Page Preview Page Setup Print Area Print Properties
Edit Menu
Undo Repeat/Redo Cut, Copy, Copy to Scrapbook Paste, Paste from Scrapbook, Paste Special Paste Special Fill Clear Delete Delete Sheet Move or Copy Sheet Find Replace Go To Links Object
View Menu
Normal Page Layout Ribbon Toolbars Formula Bar Status Bar Media Browser Toolbox Formula Builder Scrapbook Reference Tools Compatibility Report Header and Footer Comments Ruler Custom Views Full Screen Zoom Sized with Window Chart Window
Insert Menu
Cells Rows Columns Chart Sparklines Table Sheet Page Break Function Name New Comment Photo Audio Movie Clip Art Symbol Shape Text Box SmartArt Graphic WordArt Object Hyperlink
Format Menu
Cells Row Column Selected Chart Area Sheet Conditional Formatting Style
Tools Menu
Spelling Thesaurus Dictionary Language AutoCorrect Error Checking Share Workbook Track Changes Merge Workbooks Protection Flag for Follow Up Goal Seek Scenarios Auditing Macros Add-Ins Customize Keyboard
Data Menu
Sort Filter Clear Filters Advanced Filter Form Subtotals Validation Data Table Text to Columns Consolidate Group and Outline PivotTable Report Get External Data Refresh Data
Chart Menu
Chart Type Save as Template Move Chart Source Data Add Data Add Trendline 3-D Rotation
Window Menu
Minimize Zoom Window Bring All to Front New Window Arrange Hide Unhide Split Freeze Panes Window List
Help Menu
Search Excel Help Welcome to Excel Get Started with Excel Check for Updates Visit the Product Web Site Send Feedback about Excel
Scripts Menu
About this Menu Sample Automator Workflows
Outlook Menus File Menu
New Open Open Another User’s Folder Close Save Save As Folder Import Export Page Setup Print
Edit Menu
Undo Redo Cut Copy Copy to Scrapbook Paste Paste From Scrapbook Paste and Match Style Clear Select All Duplicate Delete Find Spelling and Grammar Substitutions Transformations Speech Special Characters
View Menu
Previous Next Go To Columns Arrange By View specific Menus: Reading Pane Media Browser Toolbox – Scrapbook Toolbox – Reference Tools Navigation Pane Ribbon Hide/Show Toolbar Customize Toolbar
Message Menu
Reply Reply to All Forward Forward Special Forward as Attachment Mark as Read Mark as Unread Mark All as Read Attachments Sender Junk Mail Priority Follow Up Categorize Rules Move
Draft
Send HTML Format Check Names. Attachments Signatures Security Priority Follow Up Categorize
Meeting
Invite Attendees Recurrence Time Zone Signatures Show As Private Categorize
Contact
New E-Mail Message To New Meeting With New IM Contact Forward as vCard Map Address Update from Directory This Contact is Me Follow Up Categorize Move
Task
Mark as Complete Reply Reply All Forward Recurrence Priority Follow Up Categorize Move
Note
Forward as Email Forward as Attachment Categorize Move
Format Menu
Font Style Size Color Highlight Text Encoding Increase Font Size Decrease Font Size Alignment Numbered List Bulleted List Increase Indent Decrease Indent Hyperlink
Tools Menu
Run Schedule Send & Receive IMAP Folders Out of Office (used with Exchange) Public Folders (used with Exchange) Rules Junk E-Mail Protection Accounts
Window Menu
Minimize Zoom Window Progress Error Log My Day Contact Search Window List
Help Menu
Search Outlook Help Welcome to Outlook Get Started with Outlook Check for Updates Visit the Product Web Site Send Feedback about Outlook
Scripts Menu
About this Menu
PowerPoint Menus File Menu
New, New from Template, Open, Open URL, Open Recent, Close, Save, Save As Save as Pictures Save as Movie Share Reduce File Size Restrict Permissions Page Setup, Print Properties
Edit Menu
Undo, Repeat/Redo, Cut, Copy, Copy to Scrapbook Paste, Paste from Scrapbook Paste Special Clear Select All Duplicate Delete Slide Find Special Characters Object
View Menu
Normal, Slide Sorter, Notes Page, Presenter View, Slide Show Master Ribbon Toolbars Message Bar Media Browser Toolbox Custom Animation Scrapbook Reference Tools Compatibility Report Header and Footer Comments Ruler Guides Zoom
Insert Menu
New Slide Duplicate Slide Slides From Section Text Box WordArt Header and Footer Date and Time Slide Number Table Chart SmartArt Graphic Photo, Audio, Movie, Clip Art, Symbol, Shape, Object, and Hyperlink
Format Menu
Font Paragraph Bullets and Numbering Columns Alignment Text Direction Change Case Replace Fonts Theme Colors Slide Background Shape
Arrange
Reorder Objects Reorder Overlapping Objects Bring to Front Send to Back Bring Forward Send Backward Group Ungroup Regroup Rotate or Flip Align or Distribute
Tools Menu
Spelling, Thesaurus, Dictionary, Language, AutoCorrect, Flag for Follow Up Macros Add-Ins
Slide Show Menu
Play from Start Play from Current Slide Broadcast Slide Show Custom Shows Presenter View Rehearse Record Slide Show Action Buttons Action Settings Custom Animation Transitions Hide Slide Set Up Show
Window Menu
Minimize Window, Zoom Window, New Window, Arrange All, Bring All to Front Cascade Next Pane Window List
Help Menu AppleScript Menu Word Menus File Menu
New Blank Document, New from Template, Open, Open URL, Open Recent, Close, Save, Save As Save as Web Page Share Web Page Preview Restrict Permissions Reduce File Size Page Setup, Print Properties
Edit Menu
Undo, Repeat/Redo, Cut, Copy, Copy to Scrapbook Paste, Paste Special Paste and Match Formatting Clear Select All Links Object
View Menu
Draft, Web Layout, Outline, Print Layout, Notebook Layout, Publishing Layout, Full Screen Ribbon Toolbars Sidebar Message Bar Toolbox Styles Citations Scrapbook Reference Tools Compatibility Report Ruler Header and Footer Footnotes Master Document Markup Reveal Formatting Zoom
Insert Menu
Break Page Numbers Date and Time AutoText Field New Comment Caption Cross-reference Index and Tables Watermark Tables Chart SmartArt Graphic Photo, Audio, Movie, Clip Art, Symbol, Shape, Text Box WordArt Equation File Object HTML Object Bookmark Hyperlink
Format Menu
Font Paragraph Document Bullets and Numbering Borders and Shading Columns Tabs Drop Cap Text Direction Change Case AutoFormat Style [Object]
Font Menu Tools Menu
Spelling and Grammar Thesaurus Hyphenation Dictionary Language Word Count AutoCorrect Track Changes Merge Documents Protect Document Block Authors Unblock All My Blocked Areas Protect Documents Flag for Follow Up Mail Merge Manager Envelopes Labels Letter Wizard Contacts Macros Templates and Add-Ins Customize Keyboard
Table Menu
Draw Table Insert Delete Select Merge Cells Split Cells Split Table AutoFit and Distribute Heading Rows Repeat Convert Sort Formula Gridlines Table Properties
Window Menu
Zoom Window, Minimize Window, Bring All to Front New Window Arrange All Split Window List
AppleScript Menu Help Menu
D. SkyDrive and Office Web Apps
Why Compute in the Cloud? Signing Up for SkyDrive and Office Web Apps Storing Files on SkyDrive
Using the Document Connection to SkyDrive Creating SkyDrive and Sharing Folders Managing Your SkyDrive Folders
Working with the Office Web Apps
Moving Documents Between Web Apps and Office 2011 Programs
Index About the Author Colophon
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