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Table of Contents of The Instructor's Guide Section 1: Add-ins, Smart Tags, and Digital Security .................................................................. 1 Lesson 1.1: Add-ins and the Trust Center ............................................................................................ 2 What is a COM Add-in? ..................................................................................................................................... 3 Add-In Management ........................................................................................................................................... 5 Installing Add-ins ............................................................................................................................................. 10 Using the Trust Center ..................................................................................................................................... 11 Add-Ins ............................................................................................................................................................. 19 Step-By-Step ..................................................................................................................................................... 24 Skill Sharpener ................................................................................................................................................. 30 Lesson 1.2: Information Rights Management .................................................................................... 31 What is IRM? ................................................................................................................................................... 32 Requirements for IRM ...................................................................................................................................... 32 Downloading and Installing the Rights Management Client Software .............................................................. 34 Using IRM ........................................................................................................................................................ 35 Opening an IRM Protected Document ............................................................................................................... 41 Step-By-Step ..................................................................................................................................................... 46 Skill Sharpener ................................................................................................................................................. 51 Lesson 1.3: Digital Signatures ............................................................................................................. 52 What is a Digital Signature? .............................................................................................................................. 52 Obtaining a Digital Signature ............................................................................................................................ 53 Attaching your Signature to a Workbook ........................................................................................................... 56 Step-By-Step ..................................................................................................................................................... 65 Skill Sharpener ................................................................................................................................................. 71 Lesson 1.4: Smart Tags and XML ...................................................................................................... 72 What is a Smart Tag? ....................................................................................................................................... 72 Inserting Smart Tags into a Worksheet .............................................................................................................. 73 Setting Smart Tag Options ............................................................................................................................... 74 Creating Custom Smart Tags ............................................................................................................................. 77 Step-By-Step ..................................................................................................................................................... 88 Skill Sharpener ................................................................................................................................................. 96 Section 1: Case Study ........................................................................................................................... 97 Section 1: Review Questions ................................................................................................................ 98 Section 2: Macros, VBA, and Excel Programming .................................................................. 100 Lesson 2.1: Macros ............................................................................................................................. 101 Recording Macros .......................................................................................................................................... 101 Playing a Macro............................................................................................................................................. 104 Macro Security ............................................................................................................................................... 106 Step-By-Step ................................................................................................................................................... 110 Skill Sharpener ............................................................................................................................................... 115 Lesson 2.2 More Macro Tasks ........................................................................................................... 116 Recording a Relative Reference Macro............................................................................................................ 116 Running a Relative Reference Macro ............................................................................................................... 116 Assigning a Keystroke to a Macro ................................................................................................................... 118 Copying a Macro from a Workbook or Template ............................................................................................ 120 Step-By-Step ................................................................................................................................................... 124 Skill Sharpener ............................................................................................................................................... 129 Lesson 2.3: Visual Basic and Macros ................................................................................................ 130 Opening the Visual Basic Editor ...................................................................................................................... 131 Adding Code to your Macro ............................................................................................................................. 134 Adding Comments to VBA Code ...................................................................................................................... 141 Declaring Variables ....................................................................................................................................... 144 Prompting for User Input ............................................................................................................................... 146 Iteration over a Range ................................................................................................................................... 149 Using IF Then Else Statements ........................................................................................................................ 152 Step-By-Step ................................................................................................................................................... 156 Skill Sharpener ............................................................................................................................................... 165 Section 2: Case Study ......................................................................................................................... 166 Section 2: Review Questions .............................................................................................................. 167 Section 3: Expert Topics ............................................................................................................ 170 Lesson 3.1: Form Controls ................................................................................................................. 171 What is a Form Control? ............................................................................................................................... 171 Adding a Control to a Worksheet ..................................................................................................................... 172 Assigning a Macro to a Control ....................................................................................................................... 178 Using Form Controls ..................................................................................................................................... 183 Step-By-Step ................................................................................................................................................... 187 Skill Sharpener ............................................................................................................................................... 195 Lesson 3.2: Advanced Functions ....................................................................................................... 196 Using Financial Functions (PMT and FV) ...................................................................................................... 196 Understanding Logical Functions .................................................................................................................... 200 Applying Logical Functions ............................................................................................................................. 205 Step-By-Step ................................................................................................................................................... 208 Skill Sharpener ............................................................................................................................................... 212 Lesson 3.3: Using SharePoint ............................................................................................................ 213 Creating a Document Workspace .................................................................................................................... 213 Accessing a Workspace .................................................................................................................................. 219 Publishing to a Document Workspace ............................................................................................................. 224 Step-By-Step ................................................................................................................................................... 226 Skill Sharpener ............................................................................................................................................... 230 Lesson 3.4: User Forms and ActiveX Controls ................................................................................ 231 Creating a Blank User Form ............................................................................................................................ 231 Adding Controls to the Form ........................................................................................................................... 234 Adding Buttons and VBA Code ........................................................................................................................ 237 Starting the User Form with a Macro .............................................................................................................. 242 Step-By-Step ................................................................................................................................................... 245 Skill Sharpener ............................................................................................................................................... 252 Section 3: Case Study ......................................................................................................................... 253 Section 3: Review Questions .............................................................................................................. 254 Index ......................................................................................................................................... 256
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