Book Image

The Microsoft Outlook Ideas Book

By : Barbara March
Book Image

The Microsoft Outlook Ideas Book

By: Barbara March

Overview of this book

Microsoft Outlook, in tandem with Microsoft Exchange Server, provides a powerful environment for sharing information. This book will show you how to take advantage of that to construct solutions for your business or organization from the features of Outlook. This book is a collection of scenarios that incorporate and link many Outlook components to produce surprisingly powerful functionality. Without the need for code or specially-written applications, you will be extracting information from your Outlook Calendar, Contacts and Tasks folders to create solutions like these: Monitoring staff leave and printing schedules Managing meeting rooms and printing invoices Managing fleet vehicles, their records, and servicing Managing a school class calendar, student records, attendance, assignments, and reports
Table of Contents (8 chapters)

A Meetings Schedule


In a busy calendar, there will be a variety of events, teleconferences, appointments, visits, internal and external meetings, and at times it would be useful to extract and/or print schedules of particular types of calendar entry, such as a schedule of various current and future internal meetings.

Such a schedule can be produced by creating a table type view of the calendar that filters on items assigned to the internal meeting category, with start dates on or after the current date and that groups items by Subject.

Creating the Calendar View

In the above example, all meetings within the organization have been assigned to the internal meeting category and the view highlights those meetings taking place within the current week. The steps to create the view above are as follows:

  1. 1. Create a category named internal meeting. To do this, first open the Categories dialog box by either right-clicking on any item in your calendar or selecting any item in your calendar and clicking the Categories option in the Edit menu. From the Categories dialog, click the Master Category List button, enter the name internal meeting in the New category: box, and click Add.

  2. 2. For those meetings in your calendar that are internal (in other words within your organization), assign them to the internal meeting category by right‑clicking each item in the calendar, selecting Categories, and choosing the internal meeting category.

  3. 3. Create a new table type view from the Define Views | New option. In Outlook 2003 you will find this option under View | Arrange by | Current View | Define Views | New.

  4. 4. Name the view Internal Meetings.

  5. 5. In the View Summary dialog box (or View | Arrange by | Current View | Customize View in Outlook 2003), click Fields, and select the fields: Subject, Location, Start, and End, and click OK.

  6. 6. Set Group By to Subject.

  7. 7. Set Sort items by to Start.

  8. 8. From the Filter | More Choices | Categories option, select the internal meeting category we created above.

  9. 9. From the Filter | Advanced tab, create the following filter:

Field

Condition

Value

Start

on or after

today

  1. 10. From the Automatic Formatting option, click Add, and create the following formatting rule:

Formatting Rule Name

Field

Condition

Font Format

Current Week

Start

this week

Bold

Note

Formatting Rule Name is known as Rules for this view: in Outlook 2003.

What Just Happened?

We have just created a simple but very useful view of a very busy calendar. The view has enabled us to simplify the calendar by extracting only certain items and condensing them into a neat table format that will enable us to plan and manage the items more easily.

The Result

The result, when printed, can produce a schedule to show either all or only selected meetings. The Internal Meetings heading of this report was created from the File menu | Print Preview | Page Setup | Header/Footer tab.