Session: 3/15/03
Client: XXX-XXX-XXXX
Applications: Word, Excel, Access (version 2000)

Application/Needs: Word - Mail Merge, Letter configuration and Tabs
Application/Needs: Excel - Data quality/consistency
Application/Needs: Access - Import data to Excel
Application/Needs: Word, Excel and Access - Integrate

Session No. 4
Duration: 2.5 - 3.0 hours

Application: Word
Duration 20 minutes
— Outline letter on paper first
— Review page set-up and tab delineation from previous session
— Convert letter outline into functional document in Word
— Save Changes

Application: Excel
Duration 20 minutes
— Review data in the Excel Spreadsheet
— Correct obvious errors and inconsistencies
— Ensure all cell values are broken up logically
— Save Changes

Application: Word/Excel
Duration 20 minutes
— Activate Mail Merge wizard
— Select the appropriate Excel spreadsheet
— Insert data fields from Excel into the Word document
— Execute Mail Merge

Application: Word
Duration 10 minutes
—Evaluate results of Mail Merge
—Fix letter or data values as needed
—Re-execute Mail Merge until all errors are removed.

Application: Review
Duration 10 minutes
—Discuss the preceding transactions
—Ask questions to ensure clarity

BREAK

Application: Export From Access to Excel, Then Merge
Duration 25 minutes
— Open Access database and located data table/query
— Use shortcut to export data to Excel
— Alter data from Access, if desired
— Save Excel file with a memorable name
— Create a letter from scratch
— Choose the new Excel spreadsheet
— Merge documents together
— Evaluate results
— Fix letter or data values as needed
— Discuss why this method may be necessary

Application: Word/Access
Duration 15 minutes
— Create a letter from scratch
— Connect to Access database directly from Word Mail Merge
— Merge documents together
— Evaluate results
— Fix letter or data values as needed
— Discuss why this method is preferable

Application: Word/Excel/Access
Duration 10 minutes
— Save the original letter (with merge fields)
— Do not save the merged letters (unnecessary clutter)
— Save the Excel spreadsheets
— Access automatically saves, and can simply be shut down

Application: Demonstration of Skills Learned
Duration 20 minutes
— Create a letter from scratch
— Create a spreadsheet from scratch
— Merge document together
— Evaluate results
— Fix letter or data values as needed

Review - Wrap Up