New Perspectives Word 365/2021 | Modules 5-7: SAM Capstone Project 1a Sage Retail Services

 

GETTING STARTED

·               Save the file NP_WD365_2021_CS5-7a_FirstLastName_1.docx as NP_WD365_2021_CS5-7a_FirstLastName_2.docx

o      Edit the file name by changing “1” to “2”.

o      If you do not see the .docx file extension, do not type it. The file extension will be added for you automatically.

·               To complete this Project, you will also need the following files:

o      Support_WD365_2021_CS5-7a_Chart.xlsx

o      Support_WD365_2021_CS5-7a_Linda.docx

o      Support_WD365_2021_CS5-7a_Reviews.xlsx

·               With the file NP_WD365_2021_CS5-7a_FirstLastName_2.docx open, ensure that your first and last name is displayed in the footer.

o      If the footer does not display your name, delete the file and download a new copy.

PROJECT STEPS

1.        As a marketing analyst at Sage Retail Services, you are helping Linda Cordero, the sales manager, create a guide for prospective clients interested in learning about your company's merchandising services. Linda has reviewed a draft of the document using tracked changes. Because you plan to email the guide to the prospects, the document begins with a personalized cover letter.

Combine documents as follows to incorporate Linda's revisions and comments into your copy of the document:

a.        Combine your document (the original document) with the file Support_WD365_2021_CS5-7a_Linda.docx.

b.        Select all the Comparison settings, and show changes in the original document.

2.        Turn on Track Changes, and display All Markup for review. Accept and reject tracked changes in the document as follows:

a.        Accept each change in the first two body paragraphs because the changes improve the paragraphs.

b.        Reject the formatting change to the email address "LindaCordero@srs.cengage.com" because that text should appear as a hyperlink.

c.        Accept the remaining changes in the document, which are also improvements.

3.        Turn off Track Changes. Read the first comment in the document, and then set a top and bottom margin of 0.75" to provide extra space as Linda requests.

4.        Apply the Casual style set to use the standard style set for Sage client documents.

5.        To set up the document as a form letter, start a mail merge, and then select Letters as the type of main document. Next, type a new recipient list as follows:

a.        Customize the columns by deleting the Country or Region, Home Phone, Work Phone, and E-mail Address fields.

b.        Rename the ZIP Code field using Postal Code as the new field name to use the more generic term.

c.        Add a new field to the end of the address list using Store as the field name.

6.        Enter the address information for two recipients as shown in Table 1, and then save the data source using a name of your choice.

Table 1: Recipient Addresses

 

 

7.        At the beginning of the letter, use the Date content control with the "Click here to enter a date" placeholder text to select the date March 24, 2021.

8.        Insert the inside address as follows:

a.        Select the placeholder text "[INSERT INSIDE ADDRESS]", and then insert an AddressBlock merge field using the Mr. Joshua Randall Jr. format.

b.        Delete the placeholder text.

9.        Insert the greeting line as follows:

a.        Select the placeholder text "[INSERT GREETING LINE]", and then insert a GreetingLine merge field using the Dear Mr. Randall: format.

b.        Delete the placeholder text.

10.     In the first paragraph in the body of the letter, select the "[INSERT STORE NAME]" placeholder text, and then insert a merge field for Store to include the name of the recipient's store.

11.     To include personalized text, add an IF field as follows:

a.        At the end of the last body paragraph in the letter ("To discuss…LindaCordero@srs.cengage.com."), insert an If…Then…Else rule.

b.        Compare whether the City field is equal to Paramus as the condition.

c.        Insert the following sentence if the condition is true:
I will be visiting stores in Paramus next week. Let me know if you want to schedule a meeting.

d.        Leave the false condition option blank so that Word does not insert text if the City is other than Paramus.

12.     Edit the recipient list to filter the data records to select only recipients where the City field is equal to Paramus to prepare the first batch of letters for Paramus residents.

13.     Complete the mail merge as instructed below. You will merge to a new document and then copy the contents of the merged file to the end of your original document, so that your entire assignment appears in the same file.

a.        Finish and merge all records to a new document.

b.        In the new document containing the merged form letters, copy the contents of page 1, beginning with the letterhead at the top of the page and ending with the paragraph "enc."

c.        In the original form letter document, move the insertion point to the blank paragraph at the top of page 2, and then paste the merged form letter into the main document.

d.        Verify that the pasted merged form letter appears only on page 2 of the original form letter document.

e.        Turn off the preview of the mail merge results, and close the new, merged document without saving it.

14.     On page 3, change the color of the underline to Brown, Text 2 for the paragraph "Guide to retail merchandising strategies and ideas" to coordinate with the subtitle paragraph.

15.     On page 4, apply the Key Term character style to the "Merchandising" text at the beginning of the first paragraph to match the formatting of the other key terms in the paragraph.

16.     In the "Product Mix" section, use the Thesaurus to find and select a synonym for "mess" that begins with the letter "j" to use a less casual term.

17.     Modify and update a paragraph style as follows to call attention to the text that introduces lists and tables:

a.        Change the character spacing of the paragraph "Visual merchandising tips" to Expanded by 1 point.

b.        Update the List Heading paragraph style to reflect the formatting change.

18.     In the "Visual merchandising tips" list, apply Small caps to the text "Move products" to match the formatting of the other list items.

19.     On page 5, convert the six paragraphs in the "Five types of displays" section beginning "Type…" and ending "Stuffed animal with ear buds" to a table with three columns.

20.     Insert a bookmark to the "Anticipating Shoppers" heading using Research as the bookmark name to make it easy to find the research statistics.

21.     On page 4, at the end of the first paragraph, format the text "research" as a hyperlink to the "Research" bookmark.

22.     Read the comment on the bottom of page 5, and then continue editing as follows:

a.        Open the workbook Support_WD365_2021_CS5-7a_Chart.xlsx.

b.        In the Retail Statistics worksheet, copy the bar chart.

c.        Return to the Word document, and select the placeholder text "[INSERT CHART HERE]".

d.        Link the chart to the document using the destination theme because Linda might have a last-minute change to make to the chart.

e.        Close Support_WD365_2021_CS5-7a_Chart.xlsx.

23.     Modify the linked chart as follows to suit the design of the Word document and to include updated data:

a.        Add Reasons for Store Shopping as the chart title.

b.        Change the chart style to Style 3 to include a shaded background for the chart.

c.        Change the chart colors to Monochromatic Palette 4.

d.        Edit the data in the linked chart by changing the value in cell B4 to 48 to update the statistics, and then save and close the Excel workbook.

24.     At the bottom of page 6, insert worksheet data as Linda requested:

a.        Open the workbook Support_WD365_2021_CS5-7a_Reviews.xlsx.

b.        In the Review Statistics worksheet, copy cells A1:B6.

c.        Return to the Word document, and then select the placeholder text "[INSERT WORKSHEET HERE]".

d.        Use Paste Special to embed the worksheet selection in the Word document as a Microsoft Excel Worksheet Object so that it retains the layout of the original worksheet. The source data is unlikely to change, so you do not need to link it to the source file.

e.        Delete the placeholder text "[INSERT WORKSHEET HERE]".

f.         Modify the embedded worksheet by changing the font color of the column headings in cells A1 and B1 to White, Background 1 to make the text easier to read.

g.        Close Support_WD365_2021_CS5-7a_Reviews.xlsx.

25.     Delete all the comments in the document because they are no longer needed.

26.     Return to page 3 to insert a table of contents as follows:

a.        In the blank paragraph after the "Guide to retail merchandising strategies and ideas" heading, insert a custom table of contents.

b.        Select the Classic format for the table of contents.

c.        In the Table of Contents Options dialog box, remove the Guide Subtitle and Heading 3 styles from the table of contents.

d.        Change the TOC level of the List Heading style to 2.

e.        Finish inserting the table of contents using defaults for all other options.

27.     On the bottom of page 4, apply the Heading 1 style to the "Creating Effective Displays" paragraph to format it as a main heading.

28.     Update the table of contents to reflect the change to the document.