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Ajmal Project

This project report, submitted by Ajmal.R for the Integrated Course on Information Technology and Soft Skills (ICITSS) at the Thrissur Branch of ICAI, outlines the objectives and curriculum of the course aimed at enhancing the skills of aspiring chartered accountants. The report highlights the significance of IT in the accounting profession and provides detailed instructions on using Microsoft Word, Excel, and Access 2010, including features, procedures for statistical functions, and mail merge processes. Acknowledgments are made to various individuals and the institute for their support during the training program.

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0% found this document useful (0 votes)
16 views65 pages

Ajmal Project

This project report, submitted by Ajmal.R for the Integrated Course on Information Technology and Soft Skills (ICITSS) at the Thrissur Branch of ICAI, outlines the objectives and curriculum of the course aimed at enhancing the skills of aspiring chartered accountants. The report highlights the significance of IT in the accounting profession and provides detailed instructions on using Microsoft Word, Excel, and Access 2010, including features, procedures for statistical functions, and mail merge processes. Acknowledgments are made to various individuals and the institute for their support during the training program.

Uploaded by

malavikams318
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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THRISSUR BRANCH OF SIRC OF

ICAI

PROJECT REPORT ON
Integrated course on information technology and soft
Skills (ICITSS)

SUBMITTED BY
NAME: Ajmal.R
REG NO:
SRO0806460
BATCH
NO:ICITSSITT_Thrissur_16
MONTH:
December 2024
ACKNOWLEDGEMENT

It is with great enthusiasm and learning spirit


that I am bringing out this project report.I also
feel that it is the right opportunity to
acknowledge the support and guidance that
came from various quarters during the IT training
programme at ICAI branch Thrissur.
I am extremely grateful to the Chairman, CA.
ANOOP V FRANCIS and all other Board
Members for providing necessary facilities for this
training.
With immense pleasure,I express my sincere
thanks to our Course Co-ordinator, CA.PAULSON
E M whose support and encouragement led me
through the path of success.I express my special
thanks to MRS.LISHA K SUNIL &
MRS.ANUSHA K S ITT faculty and MR.RIJO
PAUL Tally faculty whose motivation played a
great role in the course of completion of my
project.
I also thank all my Principal, Classmates, Branch
Manager and other staffs of Trichur Branch of ICAI
Centre for the help and support extended by
them during this training programme.
THRISSUR,
DATE: 05-01-2025
By,
Ajmal.
R
OBJECTIVES
1. The impact of information technology on several aspects
of accounting profession and practice has been
pronounced over the last three decades .the revolutionary
development of various it tools and techniques have a far
reaching impact on the organizations. The survival and
growth of a dynamic profession such as chartered
accountancy depends to a large extent, on adoption of
new techniques/methods and equipping the students to
face the emerging challenges in this globalized
competitive business environment. The institute of
chartered accountants of India has been making earnest
efforts to develop a contemporary body of knowledge and
skill sets for its students by updating its curriculum from
time to time.

2. Considering the importance of information technology in


present era, institute has developed integrated course on
information technology and soft skill (ICITSS) consisting of
information technology (it) and orientation course (OC) for
4 weeks duration in shaping chartered accountants as
complete business managers with an all-round personality

3. The objective of ICITSS is to familiarize the students with


diversified field of accountancy profession, to make
them tech-savvy and to develop their communication
and presentation skills and to foster values such as
integrity, transparency so as to groom them as
professionals in future.

4. In order to impart synchronized and uniform theoretical


and practical knowledge to all the aspiring CA students In
the IT area , institute has established its own it labs
equipped with computers of latest configuration, software
and other infrastructural facilities at almost all its
branches and regional offices.

TABLE OF
CONTENTS
SL LOGO
NO. CONTENT
1. MICROSOFT
WORD 2010

2. MICROSOFT
EXCEL 2010
3, MICROSOFT
ACCESS 2010
MICROSOFT
WORD 2010
INTRODUCTION TO MICROSOFT
WORD 2010
WE WORK WITH WORD 2010’s RICH FUNCTIONALITY
JUST ABOUT ANYWHERE: USING AN INTERNET
BROWSER, A MOBILE PHONE OR OUR DESKTOP
COMPUTER. USING MICROSOFT OFFICE MOBILE 2010,
WE CAN USE OUR WINDOWS PHONE 7 TO WORK WITH
OUR FILES FROM ANYWHERE. WORD MOBILE 2010 IS
PART OF OFFICE MOBILE AND IS ALREADY ON OUR
WINDOWS PHONE 7 IN THE OFFICE HUB, SO WE DON’T
NEED TO DOWNLOAD OR INSTALL ANYTHING ELSE TO
GET STARTED.

FEATURES OF WORD 2010


 FORMATTING EFFECTS
 NAVIGATION PANE
 INTEGRATION OF SCREENSHOT FEATURE
 BACKGROUND REMOVAL TOOL
 BACKSTAGE VIEW
 ARTISTIC EFFECTS
 OPEN TYPE FEATURE S
 MORE THEMES
 PROTECTED VIEW
 NEW NUMBERING FORMATS
 NEW SMART ART GRAPHIC PICTURE LAYOUTS
 BETTER PICTURE COMPRESSION AND CROPPING
 WORK ON THE SAME DOCUMENT ON THE SAME TIME
macros
Macros
A macro is a series of commands that we can use to automate
a repeated task and can be run when we have to perform the
task. It is an advanced feature that can speed up editing or
formatting we may perform often in a word document .the
macros record sequences of menu selections that we choose so
that a series of actions can be completed in one step. In
Microsoft Office Word 2010, we can automate frequently
used tasks by creating macros .following are the typical uses of
macros:

 To speed up routine editing and formatting


 To combine multiple commands – for example ,to
insert a table with specific size and borders and
with specific number of rows and columns
 To make an option in a dialogue box more
accessible
 To automate a complex series of task
WHILE NAMING A MACRO, FOLLOWING RULES MUST BE KEPT IN MIND:

 BEGIN WITH A LETTER


 CONTAIN NO SPACES
 CONTAIN NO UNUSUAL CHARACTERS (E.G., @,
%, &, ^)
 HAVE THE APPROPRIATE NAME FROM THE
FOLLOWING LIST TO RUN AUTOMATICALLY

AutoExec The macro runs when Word is


open
AutoExit The macro runs when we exit
Word
AutoOpen The macro runs when we
open a document
AutoNew The macro runs when we
create a new document
AutoClose The macro runs when we
close the current document
Procedure for macros
Step 1: Open MS WORD 2010.
Step 2: Go to view tab.
Step 3: Navigate Macros ribbon and go to macros
which contains three options:
View Macro –to view created macros
Record Macro –to create new macro
Pause Recording -to pause recording process
Step 4: Click Record macro option.
Step 5: A Record macros dialogue box is displayed.
Enter a name for the macro (begin with a letter, contain
no spaces, contain no unusual characters) under the
heading macro name and click Keyboard button to
assign a Hotkey which is unassigned.
Step 6: On the dialogue box named Customize
keyboard that appears, assign a key using CTRL +
(any number between 1-9), and click Assign.
Step 7: Perform the desired task and when completed
go back to macros, click Stop recording.
Step 8: Now use the assigned key to automate your
task as the macros has been recorded.
Testing
macros
example
MAIL
MERGE
PROCEDURE FOR MAIL
MERGE

 NORMAL MAIL MERGE


 STEP 1: open Microsoft Word 2010.
 STEP 2: create a letter without TO address, go
to start mail merge group and drop down
Start mail merge option in the mailings tab
and select letters after selecting the content
typed.
 STEP 3: go to select recipients option, click
on Type new list option .
 STEP 4: a dialogue box is appeared named
New Address List enter the field names and
addresses, for new entry click New Entry option
and click Ok.
 STEP 5: the address list is saved in .mdb
extension as data source in the Access.
 STEP 6: place the cursor on the desired location
and click Insert Merge Field option in the
Write & Insert Fields ribbon.
 STEP 7: go to Finish & Merge option in the
Finish ribbon and select Edit Individual
Documents option and in the dialogue box
named Merge To New Documents select All
under Merge Records to complete the process.

 EDIT RECIPIENT LIST

 STEP 1: open Microsoft Word 2010,


 STEP 2: select Edit Recipient List from
Start Mail Merge ribbon,
 STEP 3: a dialogue box named Mail
Merge Recipients will appear,
 STEP 4: select Data Source and edit the
fields needed using Edit option and click
Ok.
 STEP 5: then follow the usual steps of
creating a mail merge to complete the
process.

 INSERT ADDRESS BLOCK

 STEP 1: Go to Mailings tab .


 STEP 2: select option, Address Block
in the Write & Insert ribbon then a
dialogue box named Insert Address
Block will appear there we can see the
preview of the data previously entered
then, click Ok button.
 STEP 3: follow the usual steps of
creating a mail merge to complete the
process.
Before
mail
merge
After mail
merge
Microsoft excel
2010
Introduction to MS-excel
A spreadsheet is a computer application that simulates
a paper worksheet. It displays multiple cells that
together make up a grid consisting of rows and
columns, each cell containing either alphanumeric text
or numeric values. A spreadsheet cell may alternatively
contain a formula that defines how the contents of that
cell is to be calculated from the contents of any other
cell (or combination of cells) each time any cell is
updated. Spreadsheets are frequently used for financial
information, because of their ability to re-calculate the
entire sheet automatically, after a change to a single
cell is made. Examples of popular spreadsheet software
are MS-Excel, Gnumeric, kSpread, ZCubes-Calci, Lotus
Symphony (2007) and Resolver One.

Features of MS-Excel 2010


 Worksheet and graphics
 Datalists and databases
 Data exchange with other
application
 Results-oriented user interface
 Optimized memory
consumption
 Access spreadsheets from
virtually anywhere
Statistical
functions
Procedure for statistical
functions
STEP 1: Open Microsoft Excel 2010.
STEP 2: Enter the data.
STEP 3: For computing the data you can
use the equation:
Share returns = [=(current day
stock/previous day stock)-1].

STEP 4: For calculating the result use


the equations as follows:
 Mean = [=average (share
return)].
 Variance = [=var.p (share
return)].
 Standard deviation =
[=SQRT(variance)].
 Co variance =
[=covariance.p(share return
1,share return 2….etc.)].
 Correlation = [=correl(share
return 1,share return
2….etc.)].
STEP 5: Give the data required borders
and organize it using proper headings
and styles.
DATA FOR
STATISTICAL
FUNCTIONS

RESULT
SUBTOTAL
PROCEDURE
FOR SUBTOTAL
STEP 1: : Open Microsoft Excel 2010.

STEP 2: Enter the data and select the


whole data.

STEP 3: Go to Data tab and select the


option Sub Total in the Outline ribbon .

STEP 4: In the dialogue box named


Subtotal ;

1. Enter the base field under the


option, “At each change in”.
2. Enter “Sum” under the “Use
Function” option.
3. Enter value field under the
option, “Add subtotal to”.
STEP 5: Click Ok and the individual
data description along with sum total of
values and sub items total are
displayed.

Data for subtotal

Result
Pivot table
Procedure for
pivot table
STEP 1: Open Microsoft Excel 2010.
STEP 2: Enter the data and select the
whole data.
STEP 3: Go to Insert tab.
STEP 4: In the Tables ribbon, select pivot
table
a dialogue box named “create pivot
table” appears.
STEP 5: Choose option ,“Select a table
or range” and specify the table or
range.
STEP 6: Choose option, “Existing
worksheet” and specify the cell
location.
STEP 7: In the “Pivot table field list”
that appears, choose fields to add to
report. There are four columns in the list:
 Report filter: for ease of access
of data.
 Row labels: row wise description
of data.
 Column labels: column wise
description of data.
 Values: only value fields are
shown.
 STEP 8: Individual data description and
sum total of values are shown.
Data for pivot table

Result
Pivot table
filter
 A pivot table filter is a feature that allows
you to display only specific data in the
pivot table. It helps focus on particular
categories by narrowing down the
displayed results

Procedure for
pivot table
filter
STEP 1: Open Microsoft Excel 2010.
STEP 2: create a pivot table
STEP 3: click on the pivot table and on
the pivot table list that appears drag
the required field to the report filter
column for creating a filter page
STEP 4: go to pivot table tools by
clicking on the table, in the options tab
inside the pivot table ribbon, select
options, in the drop down menu select
Show report filter.
STEP 5: a dialogue box named Report
filter page select the fields and click ok
, now the filtered tables are displayed in
different sheets.
DATA FOR PIVOT
TABLE FILTER

RESULT
PIVOT TABLE SLICER
A Slicer is a tool in Excel that makes it easy
to filter data in pivot tables and charts. It
provides buttons you can click to quickly
show only the data you want.

Procedure for pivot


table slicer
 STEP 1: Open Microsoft Excel 2010.
 STEP 2: create a pivot table.
 STEP 3: from the pivot table tools select
insert slicer option from sort and filter
group.
 STEP 4: choose the fields in the insert
slicer dialogue box that appears and click
ok.
 STEP 5: now the slicer appears with which
you can filter the data.
 STEP 6: now for connecting two slicers ,
create another pivot table with same data
also create slicer for that table in the same
way.
 STEP 7: click on the first table and in the
tools, select slicer connections from the
drop down menu of insert slicers option in
the sort and filter group
 STEP 8: a dialogue box named slicer
connections appears in that activate all
options and click ok.
 STEP 9: do same as in the above step to the
second pivot table and now the slicers are
connected.

Data for slicer

Result
Microsoft Access
2010
INTRODUCTION TO MICROSOFT
ACCESS 2010
Microsoft access 2010 for windows is a database
management system or DBMS, which helps us to
manage data stored in a computer database. In this
chapter, the readers will be given exposure to the
basics of access and the various data types used in
access. A database is a tool for collecting and
organizing information. Database can store information
about people, products, orders or anything else. A
computerized database is a container of objects. One
database can contain more than one table. For
example, an inventory tracking system that uses three
tables is not three databases, but one database that
contains three tables.
An access database stores its tables in a single file,
along with other objects, such as forms, reports,
macros and modules. Databases created in the Access
2010 format have the file extension, accdb and
databases created in earlier access formats have the
file extension .mdb.
Using Access, we can do the following;

 Add new data to database, such as new item


in an inventory,
 Edit existing data in the database, such as a
new item in an inventory,
 Delete information, perhaps if an item is sold
or discarded,
 Organize and view the data in different ways,
 Share the data with others via reports, email
messages, am intranet or the internet.

Tables
Procedure for table
creation

STEP 1: Open Microsoft Access 2010.


STEP 2: go to File tab click New option,
below the blank database name the
database subject to the conditions (no
space or unusual characters) and click
create option below.
STEP 3: create a table by going to the
Create tab and select Table design
option in the Tables ribbon then under
the table tab design field that has
opened, give field names and their data
type (assign a primary key to connect
between two or more tables by giving
datatype called Autonumber and right
click the field name and assign primary
key from the options).
STEP 4: now save the table (CTRL+S) ,
and right click on the Table tab and go
to Datasheet view, enter the data one by
one and save it.
 STEP 5: now the table is ready.
Tables
Details

Mark
Query
Procedure for tables showing
marks and grand total
STEP 1: open Microsoft Access
2010
STEP 2: create a table for marks
following the procedures above for
creating a table with total marks we
have to create a simple query.
STEP 3: go to create tab and select
query design from Queries ribbon
STEP 4: database view opens with a
dialogue box called show table,
select the marks table and click on
add button. Close the dialogue box.
STEP 5: double click on the entire
field to add it in the output area.
STEP 6: add a new field name as
“Total:[Mark1]+[Mark2]+
[Mark3]” and enter Mark in the
table row in output area.
STEP 7: go to Query Tools design
tab, and click on Run option from the
Result ribbon.
STEP 8: the resultant table is shown
as datasheet view with total marks.
Save the query with name.

Design view

Result
ACTION
QUERIES
QUERY 1-PROCEDURE
FOR UPDATION OF
QUERY
STEP 1: open Microsoft Access 2010
STEP 2: create a table following the
steps in procedure for creation of
table.
STEP 3: go to create tab and select
Query design from the Queries
ribbon. Dialogue box named Show
table appears. Select the table and click
on Add button. Close the dialogue box.
Double click on all the field names to
add to the output area.
STEP 4: for changing the field details of
particular field, go to that criteria and
type the specific criteria for which the
updating is required
STEP 5: go to the field that requires to
be updated and type the data in the
“updated to” row
STEP 6: go to Query tools-Design tab
and click on Run options from the
Results ribbon.
STEP 7: there will be a pop up box
Microsoft Access asking for
confirmation click Yes. The resultant
data will show updated table.

Design view

RESULT
Query 2-procedure for
deletion of query
STEP 1: open Microsoft Access 2010
STEP 2: create a table following the
steps in procedure for creation of table.
STEP 3: go to create tab and select
Query design from the Queries
ribbon. Dialogue box named Show
table appears. Select the table and click
on Add button. Close the dialogue box.
Double click on all the field names to
add to the output area.
STEP 4: go to Query tools-Design tab
and select Delete option from the Query
type ribbon. The output area will show
an option for Delete.
STEP 5: there will be a pop up box
named Microsoft Access asking for
confirmation click Yes.
STEP 6: the resultant data will show
with the specified data deleted.
Design view

result
Procedure for creating
forms
STEP 1: open Microsoft Access 2010
STEP 2: create a table following the
steps in procedure for creation of table.
STEP 3: go to Create tab and select
form Wizard option from the Forms
ribbon.
STEP 4: a form Wizard dialogue box
opens.in the table/Queries section,
select Table: Details, transfer all the
fields from the available fields to the
selected fields.
STEP 5: click on the next button. Again
press the button twice.
STEP 6: in the Layout, select either
Columnar or Tabular layout.
STEP 7: click on the Finish button.

The outputs will be reports in the


form of “print preview “ view. There
are total four views in Report-
Report view, Print preview view,
Design view and Layout view. We
cannot add further data in reports.

Tabular form and


Columnar form
Reports
procedure for creating
reports
STEP 1: open Microsoft Access 2010
STEP 2: create a table following the
steps in procedure for creation of table.
STEP 3: go to Create tab and select
Report Wizard option from the
Reports ribbon.
STEP 4: a Report Wizard dialogue box
opens.in the table/Queries section,
select Table: Details, transfer all the
fields from the available fields to the
selected fields.
STEP 5: click on the next button. Again
press the button twice.
STEP 6: in the Layout, select either
Columnar or Tabular layout.
STEP 7: click on the Finish button.

The outputs will be reports in the


form of “print preview “ view. There
are total four views in Report-
Report view, Print preview view,
Design view and Layout view. We
cannot add further data in reports.

Columnar report

Tabular report
Conclusion

This project demonstrated the powerful


integration of Microsoft Word, Excel and
Access. Key features like mail merge,
statistical functions, pivot table, and macros
in Word and Excel enhanced data analysis
and automation. In Access, tables, forms,
queries, and reports showcased efficient
database management. Together, these
tools streamlined workflows, improved
productivity, and highlighted the value of
leveraging Microsoft office for
comprehensive data handling and
presentation.

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