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Archive for the ‘How To’ Category

Welcome to the 21st Century, Help Desk

February 2nd, 2012

The role of the help desk is shifting from fixing what’s broken to teaching users how to avoid problems in the first place.

In a feature in yesterday’s Computerworld (titled “The New Help Desk: Agile, Educational, Efficient”), writer John Brandon highlighted three IT departments and what they are doing to bring the help desk from where it’s stuck – the 1960s – to the present. One of the organizations featured, the University of Georgia, has put an emphasis on using calls to the help desk to educate users. We like that idea.

Creating charts in Excel

Click to see a video on creating charts in Excel.

The old way of working is myopic. If you keep fixing an issue that, with a little instruction, can be avoided, where is the long-term value? And, if you cannot – or do not — track where problem spots are, how can you plan for the future?

At PC Helps, we fix stuff too; we’re a help desk, after all. But we also teach customers how to resolve issues on their own, and how to avoid having them crop up again in the future.

In that spirit, today’s post offers tips for creating Excel charts, a topic we receive many calls about. Happy charting.

Creating Charts

By PC Helps Staff

Data (n.) – raw, unorganized facts.
Information (n.) – organized and processed data that can be useful in some way.

When working with a large amount of data, it often can become an overwhelming task to extract information from the data. Excel provides a great tool to facilitate converting data to visual information through the use of charts.

Follow these steps to create a chart: Read more…

Excel, Help Desk, How To, Time-Saving Tips , ,

Holiday How-To: Mail Merge

November 18th, 2011

The holidays are just about here. It’s the time of year when your productivity dips, your scale tips, and your to do list seems as if it will never be finished.

In the spirit of helping you get things done, we’re posting one of our favorite tips: How to create labels with mail merge. Whatever you use it for – holiday cards, end-of-year reports – it’s a time-saver and a headache-reducer. Plus, it’s the number one question our customers ask.

Mail merges make even the most nimble users shudder. That’s because they fail so often. 

Happy holidays.

Creating Labels with Mail Merge from a Data Source

Mail merges make even the most nimble users shudder. That’s because they fail so often. The most common type of merge involves taking data stored in Excel and bringing it into Word. 

If you are thinking of going beyond labels and writing full-on letters, this tip will still help you; the procedure for performing a mail merge to labels is similar to that of creating letters.

Word 2003:

  1. Click the Tools menu, move your mouse cursor over Letters and Mailings, and select Mail Merge. Read more…

How To, Time-Saving Tips , ,

Survival Guide 2.0: Outline Documents like a Star

September 16th, 2011

A good number of the support calls we get here pertain to bulleted and numbered lists. Their behavior can seem enigmatic sometimes. While working with them you may wonder if there are any rules to them, or if they are just a test of your patience.

Here’s a gaggle of tips that promise to clear up the outlining mystery once and for all.

You may wonder if there are any rules to them, or if they are just a test of your patience.

Tips written by PC Helps staff.

Applying Outline Numbering

Microsoft Word 2003, 2007, 2010

The multilevel list tool in Word allows you to create outlines, grouping items related to a list item in sub-lists. One common multilevel list format will start with an item labeled using a Roman numeral, followed by related sub-items labeled with capital letters. Each of these sub-items may also have their own related sub-items, which would then be labeled using Arabic numerals; for a fourth level labels would use lowercase letters. Multilevel lists can be customized, allowing you to choose the number or letter type for each level of the list. Read more…

How To, Word , , ,

Survival Guide 1.0: When the Mouse Malfunctions

September 2nd, 2011

You may not realize how much you rely on a mouse until you have to grapple with a malfunctioning one. Work that could be done in a snap takes twice as long to complete. Avoid the agita by learning how to get by only with your keyboard. Below are some of our consultants’ top keyboard tricks:

How to Make Vertical Selections of Text

Microsoft Word 2003, 2007, 2010

Our consultants’ top keyboard tricks.

This is by far the coolest keyboard trick I’ve ever learned. When selecting data, you may need to select portions of multiple lines of text but not the entire line of text. To do this, use a simple trick: hold down the ALT key.

  1. Make sure the text you want to select is on screen.
  2. Press and hold the ALT key.
  3. Click and drag with the mouse to select the text.
  4. Release the ALT key, then release the mouse.

Now you can format, copy, cut, or anything else you need to do with selected text.

Using Keyboard Shortcuts to Select and Move Text

Microsoft Word 2003, 2007, 2010

When typing in a Word document, it may be inconvenient to switch to the mouse for selecting text. If you are looking for a way to select and move text while keeping your hands on the keyboard, familiarize yourself with the keyboard shortcuts in this tip. Read more…

Excel, How To, iPad, Word ,

Switching Gears: 6 Tips on Changing Views in Windows and Office

August 12th, 2011

As the seasons change throughout the year, we must adapt to the frequent changes in temperature and weather conditions. This might mean turning off the heat and opening the windows on a warm day, only to have to close them again the following day. Or you may find yourself donning and removing your jacket several times throughout any given day. Maybe you even put away your snow shovel and woke up the next day in the midst of a snowfall.

With software, these types of changes also need to occur; not seasonally, but by task. We have gathered some tips to help you get your software application windows to behave the way you want so you can quickly switch gears.

Tips compiled by PC Helps staff.

What Is the Windows Key Used For?

Windows 2000, XP, Vista, 7

Have you ever wondered about that strange key between the Ctrl and Alt keys on the left side of your keyboard? It is commonly known as the Windows key, and can be used in conjunction with other keys to perform a variety of useful tasks.

First and foremost, it will open the Start menu; all you have to do is press it. Press it a second time to close the Start menu. Here are a few of its other uses: Read more…

How To , , ,

Numbers Game: 4 Excel Tips that Promise Data-Crunching Greatness

July 22nd, 2011

Long before there were apps, there was Excel. It does almost everything, from calculating mortgage payments to finding out precisely how many days old your Great Aunt Mary is. Below are some of our top date calculation tips. Read more…

Excel, How To, Time-Saving Tips , ,

Holiday How-To: Tips for Mobile Working

July 1st, 2011

BlackBerrys, iPhones, iPads, Androids – they have altered the way we work. More than half of American workers do some work from home, and almost a quarter perform job-related tasks at home every day.

Are you the type who steps away from the grill for a sec to check your e-mail?

So why would work stop on a holiday like the Fourth of July? (It doesn’t.) If you are the type who steps away from the grill for a sec to check your e-mail, here are a few of our most popular tips that promise to make your holiday a little less work-infused:

iPhone

Easy punctuation

Inserting a period from the symbols box can become tedious. You want to send messages with proper punctuation, but deadlines get in the way. Here’s a quicker way: Double-tap the spacebar. Problem solved. Reputation saved. Read more…

Android, BlackBerry, How To, iPad, iPhone, Time-Saving Tips ,

iPad How-To: Email Edition

June 24th, 2011

One of the most used iPad features is email. What you may not know is that the app is customizable. Granted, not as much as Outlook or Entourage, but enough to make a difference. Below are a few tips for setting up iPad email the way you like it.

How to Mark an Email as Unread from Your iOS Device

Sometimes when you check your email on a mobile device, you might start reading a message and realize that it is better for you to deal with it later when you have more time. On a PC you can flag the message for follow-up in Outlook, but on a mobile device like an iPad, iPhone, or iPod Touch, that feature is not obvious. Here’s a way for you to flag a message for later.

3 tips for setting up iPad email the way you like it.

NOTE: Messages that are marked as unread are indicated by a blue dot to the left of the message preview in your message list.

How to Mark an Email as Unread

  1. Scroll to the top of your email message. If it is a long message, you can quickly do this by tapping on the time in the status bar at the top of your screen.
  2. If the only email header you see before the subject is From, tap on the word Details to the right of that line. This will reveal the To and CC fields (if completed). The word Details will also change to the word Hide. Read more…

How To, iPad, Time-Saving Tips , , ,

From PC to iPad: Creating Presentations that Work

June 3rd, 2011

Long ago, you had to use a floppy disk to get your files from one computer to another. Today, it’s easier to move files, but users face a different issue – how documents, PowerPoint presentations in particular, appear on mobile devices like the iPad.

Below are some tips for creating presentations that will survive the trip from the PC to the iPad.

Tips for creating presentations that will survive the trip from the PC to the iPad.

Choosing Fonts and Bullets That Will Display Properly on the iPad

Microsoft PowerPoint 2003, 2007, 2010

The iPad is a natural choice for running presentations without having to carry a bulky laptop, but sometimes fonts and bullets do not display properly on the device. Consider the following tips before sending your PowerPoint file to someone who will run it from a tablet. In all cases, allow enough time to review and tweak the presentation on the iPad, as some translation issues are likely. Read more…

How To, iPad, PowerPoint, tablets , , ,

The BYOT Revolution

May 24th, 2011

If you thought “consumerization of IT” was just a silly 2010 catchphrase, think again. According to a recent study conducted by IDC and Unisys, 95 percent of information workers use self-purchased technology at work. Unisys is calling it a revolution.

But as with every upheaval, there’s some pain to be had. In the same study, researchers note that while employees are using their iPads, iPhones, Androids and netbooks at work, their employers are unaware of the extent, and have not put solid plans in place to regulate the use of employee-owned devices.

Not only are they on a different page as their employers, they’re in another bookstore.

Here are some of the highlights from the study:

  • Employers don’t have an accurate understanding of what and how many consumer technologies their employees are using in the workplace. For example, workers in the survey reported that they are using smart phones, laptops and mobile phones in the workplace at nearly twice the rate reported by employers.
  • Workers are using consumer technologies and applications for business, but give their employers poor grades for the internal IT support they provide for these technologies. The researchers found that more than 40 percent of workers surveyed are using text and instant messaging, online communities and blogs for work. Also, industry analysts predict that the number of workers using smart phones for work will double between 2009 and 2014. Yet not even half of employers allow workers to access enterprise applications via smart phones.
  • Employees say their employers are more permissive about use of consumer technologies than is reported to be case by organizations. Sixty-seven percent of workers say they can access non-work-related websites, but only 44 percent of employers say their employees can access non-work-related sites. Likewise, 52 percent of workers say that can store personal data on the company network, but only 37 percent of employers say this is the case.
  • Employers expect to increase business use of social networking applications significantly in the next year, yet they are not integrating those applications with their enterprise apps and often lack basic guidelines and policies governing the use of social media in the workplace. Forty-six percent of workers surveyed are dissatisfied with their employers’ integration of consumer devices and social networks with enterprise applications. What’s more, 40 percent of organizations surveyed say that don’t have guidelines for social media use in the workplace.

Researchers conclude that, “While [information workers] are intimately familiar and facile with technology, they have little understanding of the security risks, management issues, and policy and governance implications that arise from mass introduction of consumer devices and applications into the workplace.”

In other words, preparedness — that’s IT’s job. And here are some suggestions from the study authors:

  • Manage and support these popular consumer technologies;
  • Secure critical data and assets against hackers, viruses, identity thieves, and other widespread consumer IT threats;
  • Offer the interactive “app” experiences that consumers are looking for when transacting with their suppliers;
  • Handle the expected increase in transaction load that these new interactive experiences will impose on the IT infrastructure;
  • Attract and retain the new generation of workers entering the workforce.

In a recent post here and on Forbes.com, our CEO Brian Madocks offered his own suggestions. Read what he had to say.

Android, BlackBerry, Customer Service, Help Desk, How To, iPad, iPhone, Mobile Devices, tablets, Windows Mobile

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