What "Office" Means Here
Productivity software: Microsoft 365, Google Workspace, and office administration.
| Signal | Context | Load |
|---|---|---|
| Formulas, pivot tables, VLOOKUP, macros | Spreadsheets | tools/spreadsheets.md |
| Formatting, headers, mail merge, TOC | Documents | tools/documents.md |
| Slides, animations, presenter view | Presentations | tools/presentations.md |
| Supplies, vendors, facilities, space | Office admin | admin/facilities.md |
Spreadsheets (Excel / Google Sheets)
Formulas people actually need:
VLOOKUP/XLOOKUP— lookup value in table, return another columnSUMIF/COUNTIF— sum/count with conditionsINDEX/MATCH— more flexible than VLOOKUPIFwithAND/OR— conditional logic
Common problems:
VLOOKUP returns #N/A → check for spaces, data types, exact match setting
Formula works in one cell, breaks when copied → missing
$for absolute referencesDates sorting wrong → format as actual dates, not text
Pivot tables: Right-click data → Create Pivot Table → drag fields to rows/columns/values.
Documents (Word / Google Docs)
Formatting essentials:
Use Styles (Heading 1, 2, 3) for structure — enables automatic TOC
Page numbers starting on page 3: Insert break → Different First Page → start numbering
Different headers per section: Section breaks, unlink from previous
Mail Merge:
Prepare data source (Excel with columns: Name, Address, etc.)
Word → Mailings → Start Mail Merge → Letters
Insert Merge Fields where dynamic content goes
Preview Results → Finish & Merge
Presentations (PowerPoint / Google Slides)
Professional basics:
Slide Master for consistent styling (View → Slide Master)
6x6 rule: max 6 bullets, 6 words per bullet
One idea per slide
Animations:
Entrance animations for bullet reveal (Appear > Fade > Fly In)
Timing: On Click vs After Previous
Keep it subtle — animation should aid, not distract
Presenter View: F5 to present, use Presenter View to see notes while audience sees slides.
Office Administration
For those managing physical office operations:
Supplies & Inventory:
Track with simple spreadsheet: Item, Quantity, Reorder Point, Supplier
Set calendar reminders for regular orders
Bulk ordering usually 15-30% cheaper
Vendor Management:
Cleaning, maintenance, IT support contracts
Document SLAs and contact info in shared location
Review contracts annually for renegotiation
Space Planning:
Hot-desking: Use booking system (even a shared calendar works)
Meeting room: Clear naming, visible displays, 15-min buffers
Quick Reference
| Task | Excel/Sheets | Word/Docs | PowerPoint/Slides |
|---|---|---|---|
| Find value | VLOOKUP/XLOOKUP | Find & Replace | Find & Replace |
| Conditional format | Home → Conditional | N/A | N/A |
| Auto-update content | Formulas | Fields | Links |
| Export to PDF | File → Save As | File → Save As | File → Save As |