Excel 2010 IconWhat can you do when someone gives you a list of first and last names typed into a single column in Excel and you need to split them into two columns?  How can we grab just part of a special code or phone number within a column?  When I teach Excel, I have students toss me these questions looking for any possible solution and so here I’ll provide a little help.

There are two primary solutions to splitting up or extracting text: Text to Columns and use of formulas.  The easiest way to go is to use Text to Columns; however, this requires that your data uses consistent characters like commas, spaces or dashes.  Likewise, I’ve found that Text to Columns should not be used in some cases where the original list of information is likely to change again and again.  Formulas should be used when you anticipate the original information will update because they will change along with that update.

What I wanted to concentrate on in this article was using formulas to split text because it’s a far more challenging (and exciting) subject.

Scenario #1: Consistent Characters

The fundamental formulas to know when splitting text are LEFT, RIGHT and MID:

Function What it does
=LEFT(cell, # of characters) Extracts the indicated number of characters at the beginning of the code.
=RIGHT(cell, # of characters) Extracts the indicated number of characters at the end of the code.
=MID(cell, starting character #, # of characters) Extracts the indicated number of characters from the middle of the code, starting with the character you specify.

 Excel 2010 SF 1

With this example, you can see that when given an exact and consistent number of characters, the formulas are quite easy to use.  To obtain the area code, I used the LEFT function, asking for three characters.  For the last four digits, I used the RIGHT function, asking for four characters.  For the middle three numbers, I used the MID function, asking it to start with and include the fifth character and return three total characters.

Scenario #2: Variable Characters with No Symbols Used

Excel 2010 SF 2In this scenario, I’m given a list of codes and told that I need to extract just the text part out of it.  Unfortunately, there is no formula in Excel like, “=JUSTTHETEXT (cell)”.  That would be nice.

What will help us to solve any problem is finding a consistency or pattern.  Note that while all of the codes may have a variable number of letters, they all have the exact same number of digits that follow.  If this is the case with your list, here’s a great function to know:

Function What it does
=LEN(cell) Counts the total number of characters typed in a cell

 You cannot express to Excel, “I want just the letters”.  However, you can say, “Give me all of the characters except for the last four”.

Excel 2010 SF 3

With this example you can see that instead of typing an exact number into LEFT function, I used LEN to count the total number of characters.  LEN will return a 6 from A1.  If I subtract 4 from 6, I get 2, which is the correct number of letters I need.  LEN will return a 7 from A2.  If I subtract 4 from 7, I get 3, which is the correct number of letters again.

Scenario #3: Variable Characters with Symbols

Excel 2010 SF 4

Note that in this scenario, there is a dash used in each of the codes.  However, the letters and the numbers vary from code to code.  If I am required to obtain both the text and the numbers, the resulting formulas will be quite different from one another.

In order to solve this problem, we need a function that can discover the location of the dash:

Function What it does
=FIND(“character”, cell) Returns the number where the specified character is located in the code

 Excel 2010 SF 5

Observe from the example that when I use FIND to discover the location of the dash, it returns 3 from A1 and 4 from A2.  If I were to use that number in a LEFT function, it would not only return the letters, but it would also include the dash.

Excel 2010 SF 6

When I revise the formula subtracting 1 from the result, it now returns the correct number to use in our LEFT function.

Excel 2010 SF 7

The complete solution to obtaining the characters will appear like this.  The FIND function returns the number where the dash is located.  We subtract 1 from that to indicate “all of the characters before the dash”.  When placed into the LEFT function, it returns the letters to the left of the dash.

Because the FIND function counts characters from left to right, returning the numbers after the dash will be a slightly bigger challenge.  For this solution we will need both FIND and LEN.

Excel 2010 SF 8

If we subtract the number of characters up to and including the dash from the total number of characters in the cell, we can return the characters found after the dash.  For A1, the LEN function returns a 6.  The FIND function discovers the dash as character 3 in A1.  If we subtract 3 from 6, we get 3, which is the number of digits that follow the dash.  In A2, the LEN function returns a 7.  The FIND function discovers the dash at position 4.  If we subtract 4 from 7, we get 3 which is the number of digits after the dash.

Excel 2010 SF 9

The solution provided shows us using the RIGHT function because we need the characters at the end of the code.  We subtract the result of FIND (all of the characters up to and including the dash) from the result of LEN (all of the characters in the cell), returning the number of characters found after the dash.  When that number is used in the RIGHT function, we return the digits after the dash.

- Jeff Bongiovani

I can remember the first time I opened Word 2007 and was shocked to find Times New Roman replaced with a font type called Calibri.  As I hit enter, the paragraph automatically skipped a space.  As an instructor, the first thought that raced through my mind was, “How am I going to explain this?”  For any organization that required documents be created in Times New Roman, size 12 and no line spacing, this must have created quite the burden on them to find solutions.

Word styles have been around for the longest time.  You may have spotted in older versions of the application the drop-down list next to where you choose your font type.  In that list you saw Heading 1, Heading 2, Normal and otherwise.  In version 2002 (XP) of Word, they provided the “task pane” for easier updating and application of styles.  With the advent of the “ribbon” in 2007, it’s hard not to spot the styles panel set taking up 50% of the Home tab.  Regardless of whether or not you’ve used styles in the past, it seems as if Microsoft really wants you to notice them and make use of what they have to offer.

The simplest explanation I can give as to why you should use them is for formatting efficiency and consistent appearance.  If you’ve spent hours trying to update and change text formatting, combing through page after page clicking button after button, you had to have said at one point, “There has to be an easier way!”  Styles enable us to define “designations” for text in our document.  When we format, it should be as easy as “paint by numbers”.  If you decided to change what color the number was, the whole picture should follow.

The first step is to understand that defaults for text appearance are defined through styles.  On the Home tab, you’ll see that one of the first style panels is called Normal.  Any time you type text in a document its appearance corresponds to however Normal is defined.   Whenever you highlight text and start to apply bold, italics, font color or center alignment, what you’re really doing is “deviating” from the default.  Instead of highlighting the text and changing its appearance throughout the document, we should first consider that it is much easier to redefine Normal than create mass “deviations” from it.

 Word Styles Menu

Here’s a simple practice you can do.  Open a blank Word document in 2007 or 2010.  Type a few lines of random text and then highlight one of the lines.  Change the font type, font size and change a few attributes like font color.  Keep the text highlighted and then right-click on the Normal panel at the top of the screen.  Note that the top selection in that shortcut menu reads: “Update Normal to Match Selection”.  Once you choose that, you’ll see all of the other lines you typed change.   This is much easier to do than persistently highlighting text and making the change over and over again.

When you look at the other panels and their names, you find that they are “designations” for roles that certain lines, titles and paragraphs play in our document.  Just because they appear a certain way that may not fit the “organizational standards” right now does not mean they cannot be updated just as Normal was.  In fact, if you take a look into the menu called “Change Styles”, you’ll find a list of Style Sets that provide already pre-defined definitions of Normal, Heading 1, Heading 2, Title and so on.  Likewise, the font types these styles use can be selected in this menu as well.  As you redefine the style panels, just as you did with Normal, you can actually save and store your modified style panels to use in other documents.

Here is another quick practice.  In your new Word document, choose Change Styles on the Home tab.  Move your pointer over Style Set and select Word 2003.  Click the Change Styles menu again, move your pointer over Fonts and select Office Classic.  Once this is done, note how the text in your document appears just as it did with version 2003 and earlier.  The style set redefined Normal to size 12, left aligned, and no paragraph and line spacing.  Because style sets do not specify the exact font types to use, they rely on Font sets to provide that information.  When you selected the Office Classic font set, that’s what informed Normal to change to Times New Roman.

In my opinion, the best document design strategy to take is to begin with selecting the Style Set and Font set you’d like to use in the document.  If you don’t care for anything too fancy, begin with the Word 2003 style set and the Office Classic fonts.  As you type the document, use the style panels to apply “roles” or “designations” to text.  Use Heading 1 and Heading 2 for major section titles and sub-sections within those titles.  If you disagree with how Normal or any of the other “designations” appear, apply that panel to any selected text, change its appearance using the formatting buttons provided on the Home Tab then right-click the style panel and choose “Update ‘name’ to Match Selection”.  At any time, you can click into Change Styles, select Style Set and click the command at the bottom of that menu, “Save as Quick Style Set…”, to save your style definitions.  From that point forward, you’ll find the name of your style set in that same menu.

-Jeff Bongiovani

One of the more common challenges people have with SQL Server and Business Intelligence is the big picture of how all the components work together. I have many students who design reports with SSRS, some use SSIS to migrate data, some manage and control access to data, and others are trying to integrate SSAS into… something. I thought it would be a good idea to try and summarize the big picture.  Hopefully we can see how all these extra components of SQL Server can work together to provide a complete BI solution.

SQL Server Business Intelligence Big PictureLet’s look at the big picture first and then try to break down the individual parts. SQL Server can be the data storage mechanism for a variety of needs. Some organizational data may be from other platforms such as Oracle, DB2, Excel, Access, or even XML documents to name a few. SQL Server Integration Services (SSIS) automates the process of warehousing a variety of corporate data. SSIS then performs ETL (extract, transform, and load) operations to product data marts. These data marts contain specialized databases that can be used to simplify reporting. Both Microsoft SharePoint Server (SPS) and SQL Server Reporting Services (SSRS) can consume data from these specialized data marts. Clients then use and analyze data from SPS or SSRS or even access the data marts directly using a client application like Excel or Crystal Reports.

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WAREHOUSING AND DATA MARTS

SQL Server Business Intelligence DataSQL Server uses Integration Services (SSIS) to provide the Extract-Transform-Load (ETL) operations for Data Warehousing. This draws data from a variety of data sources such as existing OLTP databases running SQL Server, Oracle, DB2, or any other ODBC data source. SSIS can also collect data from smaller sources such as locally hosted Access databases, Excel spreadsheets, XML documents, and other local database platforms. During the extraction process, SSIS validates and combines data, removes duplicate data, organizes data for export to applications, and even edits the data to make cross-platform data consistent. Once warehoused, the data can be made available to users or exported to Data Marts. Data marts are specialized databases that organize data for reporting. These databases may focus data and make it easier for clients to build reports. The warehouse may also supply data for SQL Server Analysis Services (SSAS) to create data cubes that roll-up and aggregate data. SSAS also supports very advanced Data Mining algorithms to provide complex data analysis. SSIS sequences all these operations from connecting to the data sources, to the warehousing, to the exporting to data marts, to the processing of cubes and data mining models.

REPORTING

SQL Server Business Intelligence ReportingIn addition to providing storage and ETL operations, SQL Server also includes Reporting Services (SSRS) to provide front-end presentation services to clients. SSRS contains a report designer hosted in the Business Intelligence Development Studio (BIDS). This tool allows report developers to create rich, dynamic reports that can be rendered into a variety of formats such as web-base reports, PDF documents, Excel spreadsheets, or Word Documents. In addition to a report designer, SSRS incorporates a database to store and secure reports. It also provides a web based interface so clients can open and run reports ad-hoc or on a schedule. This interface can be hosed independently, or it can be incorporated into a Windows SharePoint Services solution to maintain a more familiar user environment.

CLIENTS

SQL Server Business Intelligence ClientsThe clients are the ultimate consumers of data. Their need for data needs to be flexible. Data can be provided from many different data marts that are specialized for whatever applications the user needs. These clients may be using web-based reports or spreadsheets from SSRS. They may be designing their own reports using Crystal Reports and directly accessing the data marts. They may be viewing reports hosted in Windows SharePoint Services. These SharePoint reports can be custom built data services or a SSRS report. The clients consume this variety of reports from a variety of platforms. Desktops, laptop, tablets, and smartphones all have applications that can consume data.

END-TO-END

SQL Server BI components create an end-to-end business intelligence solution. SSIS consolidates data into data warehouses and exports the data to data mart. SSIS organizes data to help produce SSAS data cubes and data mining models. SSIS then runs scheduled jobs to process the cubes and the data mining models. Once the data has been organized and processed, SSIS automates the execution of SSRS reports. SSIS can automatically deliver SSRS reports to users using email or another medium. Those reports can be sent in a variety of formats based on the users and their devices. SSAS performs the complex data analysis. SSRS generates the front-end reports. And, SSIS is the backbone that controls and orchestrates the storage, processing, and delivery of the business intelligence solution.

-Mike Ralph MCT, MCDBA, MCSE, MCITP

SharePoint 2010 logoMicrosoft SharePoint 2010 makes it easier for people to work together. Using SharePoint 2010, your people can set up Web sites to share information with others, manage documents from start to finish, and publish reports to help everyone make better decisions.

Overview of SharePoint 2010

Much has changed in SharePoint 2010, from the terminology on down. 

The base (free with Microsoft Server 2008 purchase) product is now called SharePoint Foundation 2010. (SPF)  For production use, it will require Windows Server 2008 64-bit, 8GB of RAM and SQL server 2005 or 2008, preferably 2008 with Service Pack 1 (trust me). 

The good news is that for development purposes, it can be installed on Windows 7, with only 4GB of RAM.   

SharePoint features will work correctly in any typical modern browser, including Internet Explorer, FireFox and Google Chrome.

The pay version of the product (formerly called Microsoft Office SharePoint Server (MOSS) or Portal Server) is now referred to as SharePoint Server 2010 and features, amongst other things, better search, Better Business Intelligence Features (including improved Excel Services, SQL Server Reporting Services integration, and Word Automation Services for simple conversion to PDF and other formats.)

The look and feel of the basic team site now uses the Ribbon concept, first seen in Office 2007. The default Home page is a Content Page from a Wiki Library.  This will allow users to easily brand the page with text, images and custom links, without requiring the Content Editor Web Part or SharePoint Designer.Sharepoint 2010 Ribbon

1. Term Sets

Term Sets are an exciting new feature.  Imagine being able to create a list of terms specific to your company and making them available to users of your site collection. You’ll be able to create automatic views of your lists based on these term categories.

2. Core SharePoint Collaboration Features

SharePoint 2010 My Sites HomePageMicrosoft has made improvements to the SFS “My Sites” feature to make it something your users will be more interested in exploring with a look and feel more akin to the Facebook social networking site. My Sites now feature Activity Feeds, Notes, Tags and Ratings fields.

There’s also a new Group Work Site Template.  The basic Team site is for groups of employees in the same department or organization who may have a wide variety of different job responsibilities.  The new Template is geared more to groups who have similar job responsibilities and need to interact with each other.

Also, the new SharePoint Workspace (the successor to Groove) which allows you to take all or part of your SharePoint site offline, and will synchronize with the server when you go back online.

3. Search Concepts

In addition to standard SharePoint search, Microsoft has now made available (free) Search Server Express 2010 and Search Server 2010.  This will allow for many advanced features, including improved relevancy formulas.   If many users make a specific search, which allows returns a certain five links, and the third link is the one chosen most often, the relevancy formula will move that link up to the first position.

Search Content Sources, once configured, can now include file shares, standard web sites, exchange public folders, user profiles and line-of-business data (Business Data Connectivity Services, formerly the Business Data Catalog).

You’ll be able to specify search scope (what should be searched), Keywords and Best Bets, defined per site collection.

4. SharePoint and Office 2010

SharePoint 2010 gets even better when you consider the terrific integrations features available with Office 2010.  For example, the Office Web Application service will allow you to view and edit documents on your SharePoint site, and this feature is available even with the base level SharePoint Foundation 2010. 

PowerPoint Services will allow for web-based slide show broadcasts.  Access services enable you to publish access tables, as well as forms and reports.  Plus, those Access reports are transformed into SQL Server Reporting Services reports on SharePoint.

With a little C# or VB.net code, Word Automation Services will allow for batch conversions of Word to PDF documents or other formats.   

Excel Services are also enhanced, and any document library is now a trusted location by default. 

5. External Data in SharePoint

Business Connectivity Services is the new name for the Business Data Catalog, and it’s now available in SharePoint Foundation.  Plus, you may be one of the developers who used 3rd party tools to set up the XML for your BDC.

With SharePoint 2010, the entire configuration process can be handled by SharePoint Designer 2010, a product which is free.   SharePoint Designer will also create comparison, limit, wildcard search Filters and more, for use with your Business Connectivity Services Data Catalog.

6. Development and Management Tools

Have you ever used the Windows PowerShell language to manage your server or Microsoft Exchange?  Now, with PowerShell 2.0, you can manage SharePoint 2010.  The SharePoint 2010 Command Shell is a PowerShell interface, providing s an extensive set of cmdlets that make development, deployment, and administration of SharePoint 2010 easier and more efficient. This tool can be used instead of the Stsadm.exe administration tool for most tasks.

SharePoint Designer 2010 has been completely redesigned.  The new product eliminates all of the old FrontPage features, but adds a much improved management interface for creation of: subsites, lists and libraries, content types, users and groups, external BCS/BDC content, Data Sources and more. 

It also features a much improved Workflow designer.  SharePoint Designer Workflows can now be configured to be available throughout a site, rather than simply for one particular list or library.  They also can be exported and reused in other site collections.

Visual Studio 2010 features dozens of new project and item templates.  Forget about the Do-It-Yourselfer perspective you had to take with VS 2008 and the Spartan templates that product provided.  Create feature receivers and allow the studio to generate the full four-part name of the assembly for you.  Create Visual Web Parts will a fully realized template.  Use a visual designer for features. Create folders and have the studio map them to your actual SharePoint folder structure. You can even import and modify SharePoint Designer workflows.

Solutions can be set up with Sandbox security for people who do not have Farm administrator access. Admittedly, this process will not allow access to the entire SharePoint object model, but it is the only solution for many developers and was not available in SharePoint 2007/VS 2008. (With the older project, you either had administrator access, or you didn’t deploy solutions at all.

7. Business Intelligence

SharePoint 2010 chartBusiness Intelligence has been expanded and improved. 

  • “PowerPivot” for Excel 2010 allows creation of Pivot tables and charts from any data sourse, including a SharePoint list.
  • The new Chart Web Part includes a wide variety of chart types, similar to what’s available in Excel. 
  • The new Business Intelligence Center starter site template for BI sites, including items like Key Performance Indicators and SQL Server Reporting services reports. 
  • The PerformancePoint application has now been integrated into SharePoint.  Use it to create Dashboard Designs . . . web part pages that can include data filters, Key Performance Indicators, Analytic Charts and Grids and Reports.

Once you see the improvements in SharePoint 2010, we know you’ll be ready for that upgrade!

SharePoint 2010 Courses Button

A lot can go wrong during the course of a project. Money can run out runs out. A Natural disaster can strike. Key people on the project can leave in the middle. However, of all the things that can go wrong with a project there is one that outshines them all and inevitabaly leads to project failure. Before we get to that let’s step back and define exactly what we’re talking about here.

What is a “project?”Project Manager

  • —  A short term undertaking to create a unique, one of a kind product or service
  • —  Has a definite beginning and an end – an undertaking with a limited duration
  • —  Has specific goals
  • —  Projects are a means by which organizations implement their strategies

What is “Project Management?”

  • —  Project Management is the application of knowledge, skills, tools, and techniques to project activities to meet project requirements
  • —  Project Management involves
    • —  Planning resourcesProject Triangle
    • —  Organizing resources
    • —  Managing  resources
  • —  Project Management’s goal are to complete projects
    • —  On-time
    • —  On-budget
    • —  Meet customer deliverables

What is “project failure?”

Thousands of people have spent entire life-times pursuing project management as their career. Several trillions of dollars have been pumped into handling and managing projects “the professional way” in order to avoid Project Management failure. Surveys after surveys have beamed gloomy pictures about the way projects end up – in the dust bin. Project Management Failure is more often than not the outcome.

The Standish Report does it quite elegantly: it categorizes project outcomes into three –

  • Success: a project that gets the bouquets and champagne sprays – for it is completed on time, within budget, and has met all original specs.
  • Challenged: a project that finally made to the deadline. Yet, there were cost/time overruns, and perhaps not all of original specs were met.
  • Failure: A project was abandoned or cancelled due to Project Management Failure.

Consistently, since Standish began surveying companies for their project outcomes, the percentage of category 3 (Project Management Failure) has been higher. The percentage of category 1 (Success!) has been abysmally low.

The Standish Report:Project Managers

  • —  Only 32% of projects worldwide are succeeding in achieving budget, schedule, and quality objectives of the project.
  • —  There is a 75% success rate for projects that employ modern project management concepts, tools & techniques.

CIO.com cites a Dynamic Markets survey of 800 IT managers, reporting that -

  • —  62 percent of IT projects fail to meet their schedules
  • —  49 percent suffered budget overruns , and
  • —  25 percent of all IT projects get canceled before completion

Every project has its own unique complexities and its own set of players and circumstances. A project manager has to discern the uniqueness of the project that they have on hand, and keep crosschecking the project’s contours against what they have learned in their class and in the field.

However, the #1 reason for the project failure is “The Project Managers are inadequately prepared in the art of project management.”

New Horizons of Baltimore can help you in acquiring the Project Management skills to minimize the project failure.

Explore Project Management Courses

Violence in the workplace is a serious safety and health issue. Its most extreme form, homicide, is the fourth-leading cause of fatal occupational injury in the United States. According to the Bureau of Labor Statistics Census of Fatal Occupational Injuries (CFOI), there were 521+ workplace homicides in the United States, out of a total of 4,349 fatal work injuries. There are currently no specific standards for workplace violence. Workplace Violence People

What is workplace violence?

Workplace violence is violence or the threat of violence against workers. It can occur at or outside the workplace and can range from threats and verbal abuse to physical assaults and homicide, one of the leading causes of job-related deaths.

Who is vulnerable?

Millions of American workers are victims of workplace violence each year. Workplace violence can strike anywhere, and no one is immune. Some workers, however, are at increased risk.

Who are the Perpetrators?

Although the usual perpetrator of violence in the workplace is a male, there have been incidents involving females.

Workplace Violence Incidents

Red Flags and Warning Signs

  • History of Violence
  • Psychosis
  • Romance Obsession (Erotomania)
  • Chemical Dependence
  • Depression
  • The Pathological Blamer
  • Impaired Neurological Functioning
  • Elevated Frustration with the Environment
  • Interest in Weapons
  • Personality Disorders
  • Additional Warning Signs
  • Attendance Problems
  • Decreased Productivity
  • Inconsistent Work Patterns
  • Poor on-the-Job Relationships
  • Concentration Problems
  • Safety Issues
  • Poor Health and Hygiene
  • Unusual/Changed Behavior
  • Fascination with Guns or Other Weapons
  • Evidence of Possible Drug Use or Alcohol Abuse
  • Evidence of Serious Stress in the Employee’s Personal Life
  • Continual Excuses/Blame
  • Unshakable Depression

 

 
 
 
 
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