Shelly Cashman Word 2019 | Modules 8-11: SAM Capstone Project 1a Highpoint Consulting Group COLLABORATING ON A REPORT WITH A FORM   GETTING STARTED Open the file SC_WD19_CS8-11a_FirstLastName_1

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Shelly Cashman Word 2019 | Modules 8-11: SAM Capstone Project 1a

Highpoint Consulting Group

COLLABORATING ON A REPORT WITH A FORM

 

• GETTING STARTED

• Open the file SC_WD19_CS8-11a_FirstLastName_1.docm, available for download from the SAM website.
• Save the file as SC_WD19_CS8-11a_FirstLastName_2.docm by changing the “1” to a “2”.
  • If you do not see the .docm file extension in the Save As dialog box, do not type it. The program will add the file extension for you automatically.
• To complete this SAM Project, you will also need to download and save the following data files from the SAM website onto your computer:
  • Support_WD19_CS8-11a_Waste.xlsx
  • Support_WD19_CS8-11a_GreenSpace.docx
  • Support_WD19_CS8-11a_Highpoint.dotx
• With the file SC_WD19_CS8-11a_FirstLastName_2.docm still open, ensure that your first and last name is displayed in the footer.
  • If the footer does not display your name, delete the file and download a new copy from the SAM website.

• PROJECT STEPS

1. As an associate consultant at Highpoint Consulting Group in Charlotte, North Carolina, you are collaborating with your manager, Ravi Khatri, on a report for potential clients, which includes a client success story and brief survey. Ravi has already reviewed the document and asks you to complete the report.
   
   Enable macros, if you are prompted, and then verify that the Macro Security setting disables all macros with notification. (Hint: If the Macro Security setting disables all macros without notification, select the "Disable all macros with notification" option, and then close the SAM Project document without saving it. Perform the "Getting Started" steps again, saving a new copy of the SAM Project document over the previous one.)
   
   Ravi saved a few steps by using a macro to set the paper size of all Highpoint forms. To change the form on page 1 to the new custom size the company uses, edit and run the macro as follows:
   1. Edit the PageSize macro in the Visual Basic Editor.
   2. Change the PageWidth value to 9 to set the new width.
   3. Change the PageHeight value to 6.5 to set the new height.
   4. Save the revised macro and exit the Visual Basic Editor.
   5. With the insertion point on page 1, run the PageSize macro to change the size of the form.
2. Delete the PrintDoc macro because you no longer need it.
3. Copy a style from a Highpoint Consulting Group form template, and then apply the style to a heading to use consistent formatting in all company forms, as follows:
   1. Import the Form Title style from the file Support_WD19_CS8-11a_Highpoint.dotx.
   2. Apply the Form Title style to the "Highpoint Consulting Group" paragraph.
4. In cell B4 of the form table, insert a content control so that clients can select an option as follows:
   1. Position the insertion point before the space at the beginning of the cell containing "Financial services", and then insert a Check Box content control.
   2. Choose a setting so that no border is displayed around the check box.
   3. Lock the content control so that it cannot be deleted.
5. Add a content control for indicating when clients want to start working with a consultant as follows:
   1. Insert a Drop-Down List content control after the text "When do you want to start working with a consultant?".
   2. In Design mode, edit the placeholder text so that it appears as follows:
      Click to select an item.
   3. Remove the "Choose an item." entry.
   4. Add the following items as the three choices available in the drop-down list.
      As soon as possible
      At your convenience
      Next week or later
6. Change the properties of the Date Picker content control next to "Today's date:" to display the date using a format similar to March 17, 2021.
7. Remove all the borders from the table so that the top part of the form blends in with the bottom part of the form.
8. Insert a rectangle to separate the form from the other text on the page as follows:
   1. Draw a Rectangle: Rounded Corners around the form content only, from the "First Name:" line to the "Today's date:" line.
   2. Change the height of the rectangle to 2.3" and change the width to 7.6".
   3. Move the rectangle so that its top and bottom edges encompass the text in the form, and then align the rectangle to the center of the page.
   4. Apply the Subtle Effect – Aqua, Accent 1 shape style to the rectangle.
   5. Apply an Offset: Center shadow to the rectangle.
   6. Send the rectangle to behind the text.
9. Insert a subdocument to include the text Ravi Khatri has reviewed as follows:
   1. Turn formatting marks on. Important: Leave formatting marks turned on until you are instructed to hide them.
   2. Switch to Outline view, and then show the contents of the master document.
   3. With the insertion point in the blank paragraph above the Table of Figures heading, insert the document Support_WD19_CS8-11a_GreenSpace.docx to incorporate the main content for the report with Ravi's revisions.
   4. Select the subdocument and then unlink it so that the subdocument becomes a permanent part of the master document.
   5. Close Outline view.
10. Resolve the revisions Ravi made in the subdocument as follows:
    1. On page 2, accept Ravi's first two tracked changes, which insert the text ": GreenSpace" and "metal,".
    2. Reject the next tracked change, which inserts "Landscape Design", because those words are no longer part of the GreenSpace company name.
    3. Accept the remaining changes in the document because they improve or correct the writing.
11. Starting with the second sentence on page 2 ("That very durability …accumulates in landfills."), mark all instances of "landfills" as an index entry.
12. On page 3, link a chart from an Excel workbook to compare where municipal solid waste ends up as follows:
    1. Open the workbook Support_WD19_CS8-11a_Waste.xlsx.
    2. Copy the "Tons" pie chart, and then paste it as a link using the destination theme in the blank paragraph in the "Benefits of Recycled Furniture" section.
    3. Close Support_WD19_CS8-11a_Waste.xlsx.
13. Edit the data for the "Tons" pie chart and change the value in cell B3 to 20,540 to update the chart. Save the changes and close the chart spreadsheet window.
14. Use Destination of Plastic Waste as the title of the pie chart to identify the purpose of the chart.
15. Add a caption below to the "Destination of Plastic Waste" pie chart so that the caption is displayed as follows: Figure 3 Percentage of recycled plastic
16. Above the pie chart in the last sentence of the "Benefits of Recycled Furniture" paragraph, select the placeholder text "[insert cross-reference to chart figure]" and replace it with a cross-reference to Figure 3 that displays only the figure label and number.
17. On page 4, create and apply a character style to format all the paragraphs in the bulleted list the same way:
    1. Create a character style named Bullet intro based on the formatting of the "Researched and evaluated materials" text in the bulleted list.
    2. Apply the new Bullet intro style to the bold text in the bulleted list ("Identified market needs", "Provided expertise", and "Developed an agile growth plan").
18. Change the height of the SmartArt in the "Key Successes" section to 2.6" to make room for other content.
19. Insert a chart to illustrate the table in the "First-Year Revenue" section as follows:
    1. Select the text "[Insert a column chart showing the table data]" below the table, and then insert a Clustered Column chart.
    2. Copy the table in the "First-Year Revenue" section and then paste it in the chart spreadsheet window starting in cell A1. (Hint: If prompted, click OK to continue.)
    3. Remove the Total data series from the chart, which should compare only the data from Quarters 1 to 4, and then close the chart spreadsheet window.
    4. Delete the "Chart Title" placeholder object, since the placement of the chart makes the title unnecessary.
20. Format the chart to improve its appearance as follows:
    1. Change the colors to Monochromatic Palette 1 to coordinate with the rest of the document.
    2. Add an Aqua, Accent 1 border to clearly separate the chart from the table.
21. Add a caption below the column chart with the following text to identify the purpose of the chart:
    Figure 5 GreenSpace revenue in Year 1
22. Insert breaks to prepare for adding a table of contents to the document as follows:
    1. Position the insertion point to the left of the "Client Story: GreenSpace" heading on page 2 and then insert a Page break to add a new blank page for the table of contents.
    2. With the insertion point still positioned to the left of the "Client Story: GreenSpace" heading, insert a Continuous section break to keep the table of contents in a separate section.
23. Position the insertion point before the page break on the new page you just added, and then insert a table of contents using the Automatic Table 2 style in the Table of Contents gallery.
24. On page 3 (the page beginning with the "Client Story: GreenSpace" heading), insert a header as follows:
    1. Break the link to the previous section.
    2. Insert the Ion (Dark) header.
    3. Close the Header & Footer tools.
25. On page 7, in the blank paragraph after the "Table of Figures" heading, insert a table of figures using the default format to list the figures in the document.
26. On page 8, delete the Page break after the "Index" heading. In the first blank paragraph after the "Index" heading, insert an index using the default format.
27. On page 5, at the end of the bulleted paragraph beginning "Developed an agile growth plan", mark an index entry that uses Highpoint approach as the main entry and growth plan as the subentry.
28. Update fields to reflect changes in the document, including those to the index and the page numbers in the table of contents, as follows:
    1. Hide the index codes and other formatting marks.
       (Hint: If you are having trouble hiding the index codes, go to the File tab and then to Options. In the left pane of the Word Options dialog box, select Display. If the Hidden text check box in the "Always show these formatting marks on the screen" section contains a checkmark, click the box to remove the checkmark, and then click OK.)
    2. Update all the field codes to include the new entry in the index and update the entire table of contents, the entire table of figures, and the figure captions.
29. Change the document margins to apply a 0.25" gutter on the left to the Whole document to prepare for binding the document.

Your document should look like the Final Figure on the following pages. Save your changes, close the document, and then exit Word. Follow the directions on the SAM website to submit your completed project.