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PRDV208: Information Management and Processing

Unit 7: Integrating Spreadsheet Information and Processing with Word-Processing and Presentation Documents   In this unit, you will examine how to integrate word-processing documents and spreadsheets in order to make an organization’s informational and communications materials, such as with a proposal or planning document that requires graphics and data inserted within the textual message, more effective. Then, you will examine some of the common tool features that typically are integrated in a business environment. You will conclude this unit by studying how the integration of word-processing documents and spreadsheets can be useful in guiding business decisions and addressing organizational requirements and client needs. As you advance in your career, your boss may request you to create an annual report that provides details of the work accomplished for the year along with an executive summary that gives a high level review of these accomplishments. Having the knowledge and skills to achieve these results can be critical to your career, and this unit will show you how to integrate all of the spreadsheet features into a word or presentation document that will demonstrate your value to the organization.

Unit 7 Time Advisory
This unit should take approximately 2.5 hours to complete.

☐    Subunit 7.1: 0.25 hours

☐    Subunit 7.2: 0.25 hours

☐    Subunit 7.3: 0.5 hours

☐    Activity: 1.5 hours

Unit7 Learning Outcomes
Upon successful completion of this unit, the student will be able to: - summarize how word-processing and spreadsheet data may be integrated; - explain why such integration can help inform business decisions; - identify the tool functions that allow for integration and sharing across word-processing documents and spreadsheets; - describe how to design a word-processing document with integrated spreadsheet data, as well as perform this task; and - describe how to design a spreadsheet document with integrated word-processing data, as well as perform this task.

7.1 The Integration of Word-Processing and Spreadsheet Data   - Web Media: YouTube: Mississippi State University Libraries’ “Mail Merge” Link: YouTube: Mississippi State University Libraries’ “Mail Merge” (YouTube)

 Instructions: Please click on the link above and watch this
tutorial on how to create a mail merge.  

 Watching this video and pausing to take notes should take
approximately 15 minutes.  

 Terms of Use: Please respect the copyright and terms of use
displayed on the webpage above.

7.2 Why Spreadsheet Integration Is Important for Business Decisions   The consolidation and presentation of data is very valuable in making a business decision. Often organizations will use a variety of tools and formats to evaluate business information. These collected artifacts need to be consolidated in a representative fashion that will tell the complete business story. Data/information integration is the process used to achieve this goal. You will complete an activity at the end of the unit that asks you to share your ideas about why spreadsheet integration is important by posting to the course discussion board. Take approximately 15 minutes to outline some ideas about why you think this type of integration is important.

7.3 Integrating Spreadsheet Tool Content into a Word-Processing Document   - Web Media: YouTube: Danny Rocks’ “How to Share Excel Data with Word Documents” Link: YouTube: Danny Rocks’ “How to Share Excel Data with Word Documents” (YouTube)

 Instructions: Please click on the link above and watch this
tutorial on how to share spreadsheet data with a word document.  

 Watching this video and pausing to take notes should take
approximately 10 minutes.  

 Terms of Use: Please respect the copyright and terms of use
displayed on the webpage above.
  • Web Media: YouTube: K2 Enterprises’ “Linking Excel Data into Word Documents” Link: YouTube: K2 Enterprises’ “Linking Excel Data into Word Documents” (YouTube)

    Instructions: Please click on the link above and watch this tutorial on how to link spreadsheet data into a word document.

    Watching this video and pausing to take notes should take approximately 10 minutes.

    Terms of Use: Please respect the copyright and terms of use displayed on the webpage above.

  • Activity: The Saylor Foundation’s “PRDV208 Course Discussion Board” Link: The Saylor Foundation’s “PRDV208 Course Discussion Board”

    Instructions: After reviewing the unit materials, please post and respond to the following topics on the course discussion board. Feel free to start your own related posts, and respond to other students’ postings as well.

 1.    Think of a situation in which you have had to or in which you
might have to integrate spreadsheet data and word-processing.
Describe how you used these tools.  
 2.    Think of a situation in which you have had to or in which you
might have to integrate spreadsheet data and presentation tools.
Describe how you used these tools.  

 Why do you think spreadsheet integration is important for business
decision-making?  

 Completing this activity should take approximately 1 hour and 30
minutes.