Workplace Software and Skills Study Guide and Chapter Summaries – Bolling et al. (OpenStax, 2023) ICT and BSIT

Workplace Software and Skills is the OpenStax textbook for an introductory course on the programs used in modern offices. Four senior authors, Tammie Bolling, Angela Mitchell, Tanya Scott and Nyrobi Wheeler, wrote it with four contributing authors, and Its 15 chapters cover computer basics, Microsoft Word, PowerPoint, Excel and Access, their Google Workspace counterparts (Docs, Sheets and Slides), content management and social media, and how to make all of these tools work together.

ICT and BS Information Technology students can use it as a practical first course in office applications, and students of any degree can use it to build the computer skills employers expect. Each chapter opens with a work scenario and ends with a summary, key terms and exercises, so revision is easy to plan. The examples use Microsoft and Google tools and a US company, but the skills carry over to any office. This page gives a summary, key points, a tip, a common mistake and two practice questions for every chapter, plus a study plan, so you know what to read first before you open the official book.

Book Overview

CourseWorkplace Software and Skills (an introductory course on office applications, workplace technology and productivity software)
Degree ProgramsICT and computer applications courses; BS Information Technology (foundation course); any degree that includes an office-skills module
LevelUniversity, first year; introductory level
AuthorsSenior contributing authors Tammie Bolling, Angela Mitchell, Tanya Scott and Nyrobi Wheeler, with contributing authors Bridget Lepore, Janine Walton, Timothy Burgoyne and Valeree Falduto
PublisherOpenStax, Rice University
Publication Date29 November 2023, as printed in the book’s preface (no edition number is given)
Software CoveredMicrosoft 365 (Word, PowerPoint, Excel, Access, with overviews of Outlook, Calendar and Teams), Google Workspace (Docs, Sheets, Slides, with overviews of Gmail, Calendar and Meet), and WordPress as a content management system
Structure15 chapters with no parts; this page gives one block per chapter. The book ends with an Index and has no appendices
ExercisesA chapter scenario and learning objectives in each chapter, plus Key Terms, a Summary and Review Questions; the preface also lists Practice Exercises, Written Questions and Case Exercises, and a final project in Chapter 15. Sample answers are in the Instructor Solution Manual, not in the student text
LanguageEnglish
LicenseCreative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0)
FormatFree PDF and free online (web view) edition on OpenStax

Chapter List

Chapter 1: Technology in Everyday Life and Business

Difficulty: Easy · Key topics: history of computing, microprocessor, mobile devices, AR and VR, hardware, information processing cycle, LAN and WAN, cloud computing, Internet of Things, cybersecurity

The opening chapter explains why workplace technology matters, using the book’s WorldCorp scenario. It traces computing from punch cards and room-sized machines to personal computers, smartphones, digital imaging and gaming, then looks at newer ideas such as AR and VR, robotics, wearables, smart spaces and AI. It then covers computer hardware, the information processing cycle and the main types of network. The last sections explain the internet, cloud computing and the Internet of Things, and finish with safety, security, privacy and ethical use of technology.

Key Points:

  • The information processing cycle has four stages: input, processing, output and storage.
  • RAM is temporary memory used while the computer is on, while secondary storage such as hard drives and flash drives keeps data permanently.
  • A LAN links computers within one site, a WAN spans large regions (the internet is an example) and a PAN connects personal devices in a small area.
  • Routers direct traffic between networks, switches coordinate data flow and firewalls protect a network.
  • Cloud computing keeps IT resources on virtual servers instead of the computer where they are used.
  • The Internet of Things links physical objects to the internet.
  • Common threats are data theft, identity theft, phishing and hacking; protections include encryption, firewalls, password management, data erasure and data masking.

Memory Tip: Picture typing a letter: you type it (input), the computer arranges it (processing), the screen shows it (output) and you save the file (storage).

Common Mistake: Mixing up RAM and storage. RAM is short-term working memory, while your saved files live in storage.

Important Questions:

  • What is the difference between a LAN and a WAN? A LAN links computers and shared resources within one site, such as a campus, while a WAN spans large regions; the internet is an example of a WAN.
  • What is cloud computing? It means storing IT resources on virtual servers instead of the computers where they are used, so people can reach files and media without large local storage.

Chapter 2: Essentials of Software Applications for Business

Difficulty: Easy · Key topics: word processors, spreadsheets, presentation software, files and folders, email, chat, calendars, Microsoft 365 ribbon, Google Workspace, collaboration, videoconferencing

This chapter introduces the everyday software of an office. It starts with the main application types (word processing, spreadsheets, presentations and specialised programs) and the skill of installing and maintaining software. It then covers good file and folder habits, email, chat and calendar tools, and a first tour of Microsoft 365 and Google Workspace. The two suites are compared side by side, including how each saves files. The chapter ends with collaboration: shared cloud storage, professional behaviour in videoconferences, and editing and commenting together.

Key Points:

  • Word processors create text documents such as memos, letters and reports, while spreadsheets work with numerical data and presentation software builds slides.
  • Good file habits: do not store files on the desktop, clear the Downloads folder and use descriptive folder names.
  • Common file types are document, worksheet, presentation and graphics files.
  • In Microsoft 365 the commands sit in ribbon tabs, and Save, Save As, Open and Print are common to all Office applications.
  • Files created in Google Workspace are saved automatically to Drive in the cloud, and commands sit in menus with common ones as toolbar icons.
  • Email (Outlook, Gmail), chat platforms (Teams, Slack) and calendars help teams work across time zones.
  • Zoom and Microsoft Teams are popular for videoconferences, and companies expect the same professionalism as in an office meeting.

Practice Tip: Create one folder for this semester with a subfolder for each course, then save your next three files there with descriptive names. Notice how much faster you find them.

Common Mistake: Leaving everything on the desktop or in Downloads. The chapter lists both as habits to avoid.

Important Questions:

  • What file-organising habits does the chapter recommend? Do not store files on the desktop, clear the Downloads folder regularly and give folders descriptive names.
  • How does the layout of Microsoft 365 differ from Google Workspace? Microsoft 365 groups commands into ribbon tabs, while Google arranges commands in menus with frequently used ones as toolbar icons, and Google files save to Drive automatically.

Chapter 3: Creating and Working in Documents

Difficulty: Easy · Key topics: Word tabs, Navigation pane, page layout, section breaks, headings, Track Changes, themes, Google Docs, Suggesting mode, version history

Chapter 3 teaches word processing in Microsoft Word and then in Google Docs. For Word it covers the main tabs and the Navigation pane, page setup (paper size, margins, orientation, columns and section breaks), font and paragraph formatting, headings and text wrapping. It also looks at reviewing tools such as comments, Track Changes and the Editor, and document design with themes and page backgrounds. The Google Docs sections repeat the same skills with different menus, and the chapter closes by comparing version history in Docs and Word.

Key Points:

  • In Word, the Home tab holds styles, Insert adds graphics, Layout sets margins and page settings, Review has comments and tracked changes, and View changes how the document is displayed.
  • The Navigation pane shows the document as an outline or page thumbnails and can find and replace text.
  • Section breaks let different parts of one document have different formatting.
  • Headings organise a document, appear in the Navigation pane and can generate a table of contents.
  • Themes are colour and design schemes that format styles automatically.
  • Docs has Suggesting mode for several people working on one document, and it autosaves minute by minute.
  • Word’s version history works only when the file is stored in a cloud service such as OneDrive or SharePoint.

Practice Tip: Take a two-page document, apply Heading styles to the section titles and open the Navigation pane in Word. Click a heading and watch the page jump to it.

Common Mistake: Making a heading by only bolding and enlarging text. A real heading style also shows up in the Navigation pane and in an automatic table of contents.

Important Questions:

  • What tools does Word’s Review tab offer? Proofing tools (spelling and grammar), comments, Track Changes and document protection, plus the Editor tool for more detailed grammar and style checks.
  • When does version history work in Word? Only when the document is stored in a cloud service such as OneDrive or SharePoint, whereas Google Docs autosaves frequently and lets you name, copy and restore versions.

Chapter 4: Document Preparation

Difficulty: Medium · Key topics: page numbers, headers and footers, multilevel lists, tables, SmartArt, Format Painter, table of contents, footnotes, bookmarks, Docs Drawings

Chapter 4 moves from basic typing to preparing longer, more professional documents. In Word it covers Word Options, page numbers, headers and footers and multilevel lists, then tables, shapes, SmartArt, charts, text boxes, WordArt, symbols and equations. A section on long documents explains page breaks, cover pages, Format Painter, the References tab (tables of contents, footnotes and endnotes) and bookmarks. The three Google Docs sections cover the matching tools, such as checklists, the character map, Drawings and Paint format.

Key Points:

  • Headers, footers and page numbers are added from the Insert tab and can be customised.
  • Lists can be numbered, lettered or bulleted, and each type supports multiple levels.
  • SmartArt creates diagrams such as process and hierarchy charts.
  • Format Painter copies formatting from one section of text to another; Google Docs calls it Paint format.
  • The References tab builds tables of contents and tables of figures and adds footnotes and endnotes.
  • Docs checklists are a bulleted-list form unique to Google Docs, and its Drawings tool has less robust SmartArt than Word.
  • In Docs, section breaks and headings are needed to generate a table of contents automatically.

Practice Tip: Insert a cover page, add page numbers in the footer and build a table of contents from your headings. Then change a heading and see how the contents list follows it.

Common Mistake: Typing a table of contents and its page numbers by hand. Use heading styles and the References tab so the list can be generated for you.

Important Questions:

  • What does Format Painter do? It copies the formatting of one section of text and applies it to another; Google Docs has the same tool under the name Paint format.
  • Which Word tab creates tables of contents, footnotes and endnotes? The References tab, which also helps with navigation in long documents.

Chapter 5: Advanced Document Preparation

Difficulty: Medium · Key topics: memos, letterheads, invoices, résumés, mail merge, Developer tab, content controls, Google Forms, sharing and permissions

This chapter applies Word skills to real business documents. It shows how to build memos, letterheads, envelopes, business cards, brochures, flyers, invoices, business plans, résumés and cover letters, from templates or from scratch. Mail merge and fillable forms come next, using the Developer tab. The Google Docs sections note that its template gallery is smaller, then cover Google Forms, which collects and counts responses, and advanced collaboration: sharing by email or link, permission levels and comment history.

Key Points:

  • Mail merge has two parts: the main document holds the letter with merge fields, and the source document holds each recipient’s details.
  • Merging the two produces one personalised letter per recipient.
  • The Developer tab is hidden by default and must be turned on; it supports forms, macros, add-ons and templates.
  • Fillable Word forms use content control fields from the Developer tab’s Controls group.
  • Google Docs has no default templates for memos, envelopes, business cards, flyers, brochures or invoices, but you can create them from scratch.
  • Google Forms tallies responses automatically and can send them to Google Sheets for analysis.
  • Docs links can be public, anyone with the link, or restricted, and people can be editors, commenters or readers.

Practice Tip: Make a tiny mail merge with three names in a table as the source and a two-line letter as the main document. Merge them and check that you get three personalised letters.

Common Mistake: Searching the ribbon for form controls without enabling the Developer tab first, since it is hidden by default.

Important Questions:

  • What are the two documents needed for a mail merge? The main document containing the letter and its merge fields, and the source document holding each recipient’s information.
  • Why use Google Forms instead of a printed form? It sends the form electronically, counts the responses automatically and can send them to Google Sheets for data analysis.

Chapter 6: Preparing Presentations

Difficulty: Easy · Key topics: audience and purpose, consistency, coherency, storyboard, PowerPoint themes, layout, visuals, Google Slides, export between formats

Chapter 6 starts with the thinking behind a good presentation: businesses use slides to teach, pitch or inform, and the audience should decide the purpose. It explains consistency and coherency and recommends planning with a storyboard. Four sections then cover PowerPoint, from templates and themes to layout, design principles, tables, images, WordArt and SmartArt. Three Google Slides sections repeat the skills for Slides, including text spacing, alignment, shapes, charts, diagrams, links and video.

Key Points:

  • Business presentations usually teach or train, pitch an idea or share information.
  • Consistency is a unified look and feel; coherency is logical flow across the slides and the delivery.
  • A storyboard or visual outline helps cover key topics in an effective order.
  • Themes and templates apply colour palettes and layouts across the whole presentation.
  • Keeping on-slide text minimal generally makes a more effective design.
  • Google Slides is web-based, so it needs a connection and a Google account, and files can be exported between Slides and PowerPoint formats.

Memory Tip: Consistency is how the deck looks; coherency is how it flows.

Common Mistake: Filling slides with paragraphs of text. The chapter advises keeping on-slide text minimal.

Important Questions:

  • Why plan a presentation with a storyboard? A storyboard or visual outline, like an essay outline, helps you cover the key topics in an effective order.
  • What is one limit of Google Slides? It is web-based, so it depends on an internet connection and a Google account, although files can be exported to PowerPoint format.

Chapter 7: Advanced Presentation Skills

Difficulty: Easy · Key topics: hook and closing, public speaking, colour, Designer, image tools, transitions, animations, speaker notes, rehearsal, virtual and hybrid presenting

The second presentation chapter is about delivery and finishing touches. It starts with effective presentation skills: setting goals, managing time, engaging the audience, a strong opening hook and a memorable close. It then looks at finalising a slide collection with colour, theme changes, the Designer tool and image tools such as cropping and background removal. The last two sections prepare a PowerPoint and a Google Slides deck for the big day, with transitions, audio and video, notes, checks and a rehearsal.

Key Points:

  • Preparation means thinking about your goals, the time available and how to engage the audience before, during and after.
  • A strong opening, or hook, captures interest, and a memorable closing statement wraps up the talk.
  • The Designer tool offers layout options, and image tools crop, remove backgrounds and adjust transparency.
  • Transitions and animations help only when used sparingly and professionally.
  • PowerPoint’s readiness tools include spell check, accessibility checks, speaker notes and a rehearsal coach.
  • Visit the room and test the technology beforehand; presentations are increasingly virtual or hybrid.

Practice Tip: Rehearse a five-slide deck once out loud with speaker notes, then open it on the computer you will really use. A file that opens late is a common start to a bad talk.

Common Mistake: Adding an animation to every object. The chapter says transitions and animations should be used sparingly.

Important Questions:

  • What is a hook in a presentation? A strong opening that captures the audience’s interest in the rest of the talk.
  • What should you do before presenting in a room? Visit the room and test the technology beforehand, which the chapter calls a critical preparation step.

Chapter 8: Content Management Systems and Social Media in Business

Difficulty: Medium · Key topics: CMS, content lifecycle, open-source, proprietary and enterprise CMS, WYSIWYG, WordPress, SEO, social media marketing

Chapter 8 widens the book beyond office files to web content. It defines a content management system (CMS) and its benefits, and walks through the seven stages of the content lifecycle. It compares open-source, proprietary and enterprise systems, then uses WordPress to show how a small business can create a website with SEO and analytics features. The last two sections explain search engine optimization and how businesses use social media to reach customers, choose platforms and create original content.

Key Points:

  • A CMS lets users manage content across platforms so an organisation shows a consistent message and image.
  • The seven lifecycle stages are organisation, creation, storage, workflow, editing and versioning, publishing, and removal or archiving.
  • Open-source CMSs give free access to basic features, proprietary ones are faster and more customised but need licensing, and enterprise ones offer high storage capacity and security.
  • WYSIWYG software shows how content will look while it is being built.
  • WordPress is free, open-source and easy to install, which suits small businesses, start-ups, nonprofits and bloggers.
  • SEO improves the chance of ranking higher in search results through easy-to-understand URLs, descriptive titles and engaging page headings.
  • Businesses use social media to reach a target audience, connect with customers and make use of feedback.

Memory Tip: Follow one web page through its life: it is organised, created, stored, approved, edited, published and finally archived.

Common Mistake: Treating SEO as a trick. The chapter’s methods are plain ones: readable URLs, descriptive titles and clear headings.

Important Questions:

  • What are the three main types of CMS? Open-source, proprietary and enterprise.
  • What is SEO? The set of processes that improve search results so a company’s website is more likely to appear higher in them.

Chapter 9: Working with Spreadsheets

Difficulty: Easy · Key topics: workbook and worksheet, cells, number formats, formulas, functions, conditional formatting, freeze panes, templates, Google Sheets

Chapter 9 is the first of four spreadsheet chapters and starts from zero. It explains the Excel interface, workbooks and worksheets, entering and formatting text and numbers, and the Page Layout and Review tabs. It then teaches basic calculations with formula syntax and function syntax, followed by formatting, hiding and freezing rows, conditional formatting and templates. The four Google Sheets sections repeat the same skills, noting where the interface and functions differ from Excel.

Key Points:

  • An Excel file is a workbook made of worksheets; a worksheet cannot exist outside a workbook.
  • Formula syntax uses numbers and operators like handwritten math, while function syntax uses named functions with cell references or ranges.
  • Freezing rows or columns keeps headers visible while you scroll through large sheets.
  • Hiding rows or columns simplifies a worksheet and controls what other users see.
  • Conditional formatting highlights values inside or outside a set range.
  • Google Sheets uses a single-row action bar instead of Excel’s ribbon.
  • Sheets has functions such as MINUS and DIVIDE that Excel lacks.

Practice Tip: Build a small monthly budget with income, three expenses, a total and a balance. Add conditional formatting so a negative balance turns red.

Common Mistake: Typing totals by hand instead of using formulas, so the totals do not change when the numbers do.

Important Questions:

  • What is the difference between a workbook and a worksheet? A workbook is the Excel file and is made of worksheets; it can hold just one, but a worksheet cannot exist outside a workbook.
  • Which functions does Google Sheets have that Excel lacks? MINUS and DIVIDE, among others noted in the chapter.

Chapter 10: Advanced Excel Formulas, Functions, and Techniques

Difficulty: Hard · Key topics: data tables, named ranges, arrays, order of operations, relative and absolute references, IF, financial functions, PivotTables, formula auditing, Paste Special

Chapter 10 moves from simple sums to the Excel techniques used in real analysis. It starts with data tables, named ranges and arrays, then explains order of operations, relative, absolute and mixed cell references, comparison operators and array formulas. Next come arithmetic, statistical, financial and nested logical functions, such as loan payment calculations. The chapter then teaches PivotTables and PivotCharts, auditing formulas to find errors, and advanced formatting with themes, styles, Format Painter and Paste Special.

Key Points:

  • Data tables generate many possible scenarios automatically, for example loan installments under different interest rates.
  • A named range lets you use a name in place of cell references.
  • The three reference types are relative (adjusts when copied), absolute (locked to a cell, row or column) and mixed.
  • Excel follows the usual order of operations, remembered as PEMDAS.
  • Logical functions such as IF use comparison operators and can be nested to build complex scenarios.
  • PivotTables read raw data and let you drag and drop fields to build different views; PivotCharts draw them.
  • Trace Precedents and Trace Dependents show how a cell’s formula or data is connected, which helps diagnose errors.

Memory Tip: A dollar sign works like a lock: $A$1 stays put when you copy a formula, while A1 moves with it.

Common Mistake: Copying a formula that should always point to one cell, such as a tax rate, without locking that reference. The reference then slides down the sheet.

Important Questions:

  • What is the difference between relative and absolute cell references? A relative reference adjusts when the formula is copied, while an absolute reference stays locked to a specific cell, row or column.
  • What do Trace Precedents and Trace Dependents show? How a cell’s formula or data is connected to other cells, which helps diagnose problems.

Chapter 11: Advanced Excel Spreadsheets: Statistical and Data Analysis

Difficulty: Hard · Key topics: data types, data validation, descriptive statistics, Analysis ToolPak, Solver, Goal Seek, Scenario Manager, slicers, timelines, chart types, sparklines

Chapter 11 turns Excel into an analysis tool. It begins with qualitative and quantitative data, the four measurement levels and data validation. It then covers statistical functions and the Analysis ToolPak (descriptive statistics, regression and ANOVA) and the Solver add-in. What-If Analysis follows, with Scenario Manager and Goal Seek, then deeper PivotTable tools such as timelines, slicers and calculated fields. The last section compares chart types and adds chart templates, Quick Analysis and sparklines.

Key Points:

  • Data is either qualitative or quantitative and is measured at four levels.
  • The Data Validation tool helps keep spreadsheet data accurate.
  • SUM, AVERAGE, MODE, RANGE and MEDIAN describe a dataset at a basic level, while the Analysis ToolPak adds regression and ANOVA.
  • Solver finds optimal solutions within set constraints.
  • Goal Seek works with a single input variable and adjusts one cell to reach a target value in another; Scenario Manager shows how changes to input cells affect target cells.
  • Slicers filter PivotTables with visual buttons, and timelines filter by date.
  • Column charts compare groups, line charts show change over time and scatter plots show the relationship between two variables.

Practice Tip: Write a profit formula (revenue minus costs), then use Goal Seek to find the sales figure that reaches a profit target. Only one input cell changes.

Common Mistake: Using Goal Seek for a problem with several changing inputs. Goal Seek handles one input variable, so use Scenario Manager or Solver for more.

Important Questions:

  • When should you use Goal Seek and when Scenario Manager? Goal Seek changes one input cell to reach a target value in another cell, while Scenario Manager shows how changes to input cells affect target cells and can summarise all scenarios.
  • Which chart suits which job? Column charts compare groups, line charts show changes over time and scatter plots show how two variables relate, often alongside regression.

Chapter 12: Using Excel in Accounting and Financial Reporting

Difficulty: Medium · Key topics: financial and managerial accounting, time value of money, PV, RATE, NPER, PMT, FV, depreciation, QuickBooks, exporting to Excel

Chapter 12 is the shortest chapter, with three sections, and it links spreadsheets to money. The first section defines accounting and separates financial accounting, for outside parties, from managerial accounting, for internal decisions. The second shows the Excel financial functions behind the time value of money and depreciation. The third compares Excel with accounting software such as QuickBooks, explaining what each does well and why accounting data is often exported to Excel for deeper analysis.

Key Points:

  • Accounting organises, analyses and reports financial information so people can make decisions.
  • Financial accounting reports results to outside parties such as investors and creditors.
  • Managerial accounting combines financial and nonfinancial data to support internal decisions.
  • The time value of money says money decreases in value over time.
  • The Excel time value of money variables are PV, RATE, NPER, PMT and FV.
  • Depreciation shows how much an asset loses value over time, which helps owners plan a replacement.
  • Accounting software tracks revenue and spending automatically but is weak at data analysis, so users export data to Excel.

Memory Tip: PV and FV are money today and money later, RATE is the price of time, NPER is how many periods and PMT is the payment in each period.

Common Mistake: Treating Excel and accounting software as rivals. The chapter shows each has strengths: record in the accounting program, analyse in Excel.

Important Questions:

  • What is the difference between financial and managerial accounting? Financial accounting measures performance in reports shared with outside parties, while managerial accounting combines financial and nonfinancial data for internal decisions.
  • Which variables does Excel use for time value of money? PV, RATE, NPER, PMT and FV.

Chapter 13: Understanding and Using Databases

Difficulty: Medium · Key topics: database objects, relational database, Microsoft Access, queries, QBE grid, joins, SQL, records, reports, forms

Chapter 13 introduces databases through Microsoft Access. It first explains what a database is, the difference between production and analytical systems, and the four object types: tables, queries, forms and reports. It then tours Access and shows how to build queries with the Query Wizard or the QBE grid, with joins that link tables. The remaining sections cover finding, importing, editing and deleting records, and creating reports and forms with their wizards and the Layout and Design views.

Key Points:

  • A database is made of objects such as tables, queries, forms and reports.
  • Production systems run daily transactions, while analytical systems store historical data for business intelligence.
  • Access is a relational database management system, and it allows only one open database at a time.
  • Queries pull data from one or more tables and can sort, filter or calculate values.
  • SQL is the common query language, but Access lets you build queries without it.
  • Joins link related fields across tables, and records are most often added by importing data.
  • Reports refresh with current data each time they open.

Memory Tip: Tables store, queries ask, forms enter, reports show.

Common Mistake: Believing you must write SQL to use Access. The Query Wizard and the QBE grid build queries for you.

Important Questions:

  • What are the four main database objects in Access? Tables, queries, forms and reports.
  • What does a join do? It links related fields across tables so a query can pull data from more than one table.

Chapter 14: Advanced Database Use

Difficulty: Hard · Key topics: query criteria, expressions, aggregates, form and subform, controls, report grouping, macros, VBA, import and export, dashboards

Chapter 14 builds on the Access basics with an inventory database scenario for retail locations. It covers advanced queries with several criteria, expressions and aggregates, then forms that pull data from two tables using the Form/Subform Wizard. Further sections customise forms with controls such as command buttons and combo boxes, and customise reports with grouping, sorting and totals. The chapter finishes with macros and VBA, importing and exporting data, and building a dashboard from navigation forms.

Key Points:

  • Combining several criteria in one query helps answer detailed questions about records.
  • An aggregate in a query calculates totals and groups data.
  • The Form/Subform Wizard creates a form that pulls data from two related tables, and queries are the foundation of relational forms.
  • Controls such as command buttons and combo boxes handle data entry, editing and display.
  • Custom reports can group, sort, filter and add totals and subtotals in Layout View or Design View.
  • Macros automate routine tasks such as running reports, printing forms and copying data between tables.
  • VBA is the programming language built into Access, and the Code Builder tool adds specialised macros.

Practice Tip: Make a Products table and a Locations table, add a few rows, then write a query that lists products below their reorder point. This is the same idea as the chapter scenario.

Common Mistake: Putting everything in one big table. The chapter’s inventory example uses separate tables linked by relationships.

Important Questions:

  • What does a macro do in Access? It automates routine tasks such as running reports, printing forms or copying data between tables, and can also display message boxes and validate data.
  • What does an aggregate in a query do? It calculates totals and groups data.

Chapter 15: Integrating Applications

Difficulty: Medium · Key topics: embedding and linking, Word with Excel and Access, PowerPoint integration, Google Workspace integration, AI in workplace software, final project

The final chapter is a capstone on making programs work together. It explains the two kinds of integration, embedding and linking, and applies them to Word with Excel and Access, Word with PowerPoint, Excel with PowerPoint and Excel with Access. A Google Workspace section shows how data from other programs moves into Sheets and Docs, and a section on new developments looks at AI features added by Microsoft and Google. The chapter ends with a project that uses a dataset and combines skills from all fifteen chapters.

Key Points:

  • Embedded information becomes part of the other file and does not update when the source changes.
  • Linked information stays separate, with a connection between the two files.
  • Word can open certain PDF files using its default conversion tool.
  • Importing Access tables into Word is typically not advised, because Access databases can be lengthy.
  • Excel content can be shown in Word or PowerPoint as an icon instead of an image.
  • Data in an Access table can be exported to Excel for further analysis.
  • Converted files in Sheets and Docs will not be identical to the original Excel and Word files.

Practice Tip: Put the same Excel chart into a Word file twice, once embedded and once linked. Change a number in Excel and see which copy updates.

Common Mistake: Expecting an embedded object to update itself. Only linked information keeps its connection to the source file.

Important Questions:

  • What is the difference between embedding and linking? Embedded information becomes part of the other file and does not update when the source changes, while linked information stays separate with a connection between the files.
  • Why is it usually not advised to import an Access table into Word? Access databases can be lengthy, so a table is rarely a good fit for a text document.

How to Study This Book

Workplace Software and Skills has 15 chapters and does not group them into parts, so this page gives one block per chapter. The book is hands-on, so read it with the software open. Its order is simple: technology and software basics (Chapters 1 and 2), word processing (Chapters 3 to 5), presentations (Chapters 6 and 7), web content and social media (Chapter 8), spreadsheets (Chapters 9 to 12) and databases (Chapters 13 and 14). Chapter 15 then ties everything together.

Start with Chapters 1 and 2 even if you already use a phone every day. Chapter 1 gives the vocabulary (hardware, networks, cloud, security) and Chapter 2 shows the habits (folders, email, calendars, collaboration) that the later chapters assume. If your course is a short computer literacy module, these two chapters plus Chapter 15’s sections on AI may cover much of the theory.

Chapters 3 to 5 teach Word and Google Docs side by side. Do Chapter 3 first, then Chapter 4 when you must write a long assignment, and Chapter 5 when you need a letter, a form or a résumé. Chapters 6 and 7 follow the same pattern for PowerPoint and Google Slides: read Chapter 6 before you build your slides and Chapter 7 before you present them.

The spreadsheet chapters are the heart of the book, so give them the most time. Chapter 9 is the base. Chapter 10 (references, IF, PivotTables) and Chapter 11 (Goal Seek, Scenario Manager, charts) are the hardest, so work through each example on a real sheet instead of only reading. Chapters 10 to 12 teach Excel only, while Chapter 9 also covers Google Sheets. Chapter 12 is short, but it assumes some accounting ideas, so read its first section slowly.

Chapters 13 and 14 use Microsoft Access. Access is a Windows program with no Mac version, so plan lab time on a Windows PC if you want to follow the steps. Read Chapter 13 fully before Chapter 14, because the advanced queries, forms and macros assume you know tables, queries, forms and reports. Chapter 8 can be read at any time after Chapter 2, and it is a good one to pair with a real project such as a small blog.

Each chapter ends with Key Terms, a Summary and Review Questions, and the preface also lists Practice Exercises, Written Questions and Case Exercises. The preface says sample answers are in the Instructor Solution Manual and not in the student text, so check your work with a classmate or teacher. The book also has Mac Tips boxes for Mac users.

Know what the book does not do. It teaches Microsoft 365 and Google Workspace, and menus change as the software is updated, so your screen may not match the pictures exactly. The examples follow a US company called WorldCorp and mention US rules such as the IRS, and there is no Pakistan content, so add local examples when you write exam answers. It also does not teach programming, except a short look at VBA in Access.


Used In These Programs

This book is used for ICT, computer applications and office productivity courses in BS Information Technology and as a foundation course for other degrees. See all books tagged ICT or browse all Computer Science books.

Who Should Read This

Workplace Software and Skills is written for first-year university students in an ICT or computer applications course, and it fits any degree that expects graduates to use Word, Excel, PowerPoint or a database confidently. That includes BS Information Technology, business, management and social science students, and anyone preparing for an office job or internship where Microsoft 365 or Google Workspace skills are tested. It starts from the basics, so no earlier experience is needed.

It is not a book for programming, networking in depth or software engineering, and Chapters 1 and 2 only introduce the theory of computers. If your course asks more about computer concepts, pair this book with The Concepts of Information Technology, and for deeper database theory behind the Access chapters, see Database Management System.


Applicable Universities

This book is useful for students at Pakistani universities offering BS Information Technology, BS Computer Science and other programs with an ICT or computer applications course, including Punjab University, Virtual University, COMSATS, FAST, UET, NUST, and other HEC-recognized institutions.

Official Copy of Workplace Software and Skills

Workplace Software and Skills is free from its official publisher, OpenStax. Click the button below to open the official OpenStax book page, where you can download the complete PDF or read every chapter online in your browser.

→ Visit Official Page

FAQs

Is Workplace Software and Skills by OpenStax free?

Yes. OpenStax publishes it under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0) licence. You can read it online or download the PDF for free from openstax.org. You may share and adapt it for non-commercial use if you credit OpenStax and keep the same licence.

Which edition is this, and is it up to date?

OpenStax does not give an edition number. The preface prints a publication date of 29 November 2023. The book teaches Microsoft 365 and Google Workspace, whose menus and buttons change over time, so some screens may look different today. Chapter 15 includes a section on AI features added to both suites. Check the OpenStax book page for the latest version.

How many chapters and exercises does it have?

The book has 15 chapters and an Index. Each chapter has a chapter scenario, learning objectives, a Summary, Key Terms and Review Questions. The preface also lists Practice Exercises, Written Questions and Case Exercises, and Chapter 15 ends with a project that uses a dataset. Sample answers are in the Instructor Solution Manual, not in the student text.

Is it good for complete beginners?

Yes. It starts with what a computer is and how files, email and calendars work, and then builds step by step through Word, PowerPoint and Excel. Chapters 10, 11 and 14 (advanced Excel formulas, statistical analysis and advanced Access) are harder and need practice on a real computer, so give them extra time.

Does it cover Excel, Word and Access, or also programming?

It covers Word and Google Docs, PowerPoint and Google Slides, Excel and Google Sheets, Microsoft Access, and WordPress for content management. It does not teach programming, apart from a short look at VBA macros in Access in Chapter 14.

Does it use Pakistani examples?

No. The chapters follow a fictional US company called WorldCorp, and some parts mention US rules such as the IRS. The software skills are the same everywhere, but add local examples, such as a Pakistani company or university office, when you answer exam questions.

Related Books

Workplace Software and Skills gives ICT and BSIT students a complete, free first course in office applications, from computer basics to Excel, Access and AI. Browse more Computer Science books or all University Books.

Workplace Software and Skills, by Tammie Bolling, Angela Mitchell, Tanya Scott and Nyrobi Wheeler, with contributing authors Bridget Lepore, Janine Walton, Timothy Burgoyne and Valeree Falduto. OpenStax, Rice University. Free under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International licence (CC BY-NC-SA 4.0). Access for free at https://openstax.org/details/books/workplace-software-skills

Leave a Comment