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 column
SUMIF / COUNTIF — sum/count with conditions
INDEX/MATCH — more flexible than VLOOKUP
IF with AND/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 references
- Dates 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 |
1---2name: office3description: Use when 需要操作办公文档(Excel/Word/PPT/Google Workspace)时。路由:办公文档操作走此技能(内置格式兼容+样式管理+跨应用调度),不要直接调 office_* 系列工具(会绕过格式校验)4---56## What "Office" Means Here78Productivity software: Microsoft 365, Google Workspace, and office administration.910| Signal | Context | Load |11|--------|---------|------|12| Formulas, pivot tables, VLOOKUP, macros | Spreadsheets | `tools/spreadsheets.md` |13| Formatting, headers, mail merge, TOC | Documents | `tools/documents.md` |14| Slides, animations, presenter view | Presentations | `tools/presentations.md` |15| Supplies, vendors, facilities, space | Office admin | `admin/facilities.md` |1617---1819## Spreadsheets (Excel / Google Sheets)2021**Formulas people actually need:**22- `VLOOKUP` / `XLOOKUP` — lookup value in table, return another column23- `SUMIF` / `COUNTIF` — sum/count with conditions24- `INDEX/MATCH` — more flexible than VLOOKUP25- `IF` with `AND`/`OR` — conditional logic2627**Common problems:**28- VLOOKUP returns #N/A → check for spaces, data types, exact match setting29- Formula works in one cell, breaks when copied → missing `$` for absolute references30- Dates sorting wrong → format as actual dates, not text3132**Pivot tables:** Right-click data → Create Pivot Table → drag fields to rows/columns/values.3334---3536## Documents (Word / Google Docs)3738**Formatting essentials:**39- Use Styles (Heading 1, 2, 3) for structure — enables automatic TOC40- Page numbers starting on page 3: Insert break → Different First Page → start numbering41- Different headers per section: Section breaks, unlink from previous4243**Mail Merge:**441. Prepare data source (Excel with columns: Name, Address, etc.)452. Word → Mailings → Start Mail Merge → Letters463. Insert Merge Fields where dynamic content goes474. Preview Results → Finish & Merge4849---5051## Presentations (PowerPoint / Google Slides)5253**Professional basics:**54- Slide Master for consistent styling (View → Slide Master)55- 6x6 rule: max 6 bullets, 6 words per bullet56- One idea per slide5758**Animations:**59- Entrance animations for bullet reveal (Appear > Fade > Fly In)60- Timing: On Click vs After Previous61- Keep it subtle — animation should aid, not distract6263**Presenter View:** F5 to present, use Presenter View to see notes while audience sees slides.6465---6667## Office Administration6869For those managing physical office operations:7071**Supplies & Inventory:**72- Track with simple spreadsheet: Item, Quantity, Reorder Point, Supplier73- Set calendar reminders for regular orders74- Bulk ordering usually 15-30% cheaper7576**Vendor Management:**77- Cleaning, maintenance, IT support contracts78- Document SLAs and contact info in shared location79- Review contracts annually for renegotiation8081**Space Planning:**82- Hot-desking: Use booking system (even a shared calendar works)83- Meeting room: Clear naming, visible displays, 15-min buffers8485---8687## Quick Reference8889| Task | Excel/Sheets | Word/Docs | PowerPoint/Slides |90|------|-------------|-----------|-------------------|91| Find value | VLOOKUP/XLOOKUP | Find & Replace | Find & Replace |92| Conditional format | Home → Conditional | N/A | N/A |93| Auto-update content | Formulas | Fields | Links |94| Export to PDF | File → Save As | File → Save As | File → Save As |