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Tips and Tricks

Useful shortcuts and lesser-known features in Microsoft Office and Power BI

From the minds and experience of our experts

When you have supported the DoD FM community for as long as Teksouth, you learn a thing or two about the tricks of the trade and the tools of choice.  This is where we will share a few of those tips and tricks as a way of saying “thank you” for the confidence and trust you have placed in Teksouth for all these years.

Click on the month in white below to view the lessons!

August 2024: Microsoft Teams

by Milan Ballard | | Tips and Tricks

In this session, Jon Palmer covers all things Microsoft Teams, including:Setting Up and Accessing Excel in TeamsCreating and Uploading Excel FilesCollaborative Features and EditingUsing Comments and @MentionsAdvanced Features and Best…

July 2024: Back to Basics: Microsoft Word

by Milan Ballard | | Tips and Tricks

In this session, Bryan Brownlow takes us back to basics with a session dedicated to Word features. Bryan’s session will cover some of the below topics:Quick PartsHow to effectively use…

June 2024: From Formulas to Pivot Tables

by Milan Ballard | | Tips and Tricks

In this session, Rich Brooks unlocks the true power of Excel with a Pivot Tables Mastery class!Designed for those who already know basic Excel functions, this fast-paced session will transform…

May 2024: Microsoft Teams Tips

by Milan Ballard | | Tips and Tricks

In this session, James Yoder reviews helpful tips for the new (2024) version of Microsoft Teams. This session will cover the basics as well as some useful tips and tricks for Microsoft Teams that…

April 2024: Excel Tips & Shortcuts

by Milan Ballard | | Tips and Tricks

In this session, Jon Palmer reviews Excel Tips & Shortcuts. This session will cover some useful keyboard shortcuts, how to work with the ribbon, entering data, basic calculations and functions, conditional formatting,…

March 2024: PivotTables

by Milan Ballard | | Tips and Tricks

In this session, James Yoder reviews how to use PivotTables. The lesson delves into some best practices for building a PivotTable. It also covers how to format, configure, and analyze…

February 2024: Microsoft Forms

by Milan Ballard | | Tips and Tricks

Vince Bulatao teaches us the various uses for Microsoft Forms. Vince’s session will explain what Microsoft Forms is and its common uses, (surveys, quizzes, polls, etc.) demonstrate how to create, share,…

January 2024: Dealing with Data Using Power Query

by Milan Ballard | | Tips and Tricks

Jon Palmer guides us on Dealing with Data Using Power Query. Jon will review automating reports, combining data from multiple sheets, utiliizing data from two sources, and merging and organizing data. Jon…

December 2023: Joining Datasets Part 2

by Milan Ballard | | Tips and Tricks

Bryan Brownlow speaks on Part 2 of joining datasets. Bryan will review Lookup tables, Fact tables, VLOOKUP, and Match Index in Excel as well as how to use these tools to your…

November 2023: Joining Datasets Part 1

by Erin Rogers | | Tips and Tricks

Bryan Brownlow speaks on joining datasets. Bryan gives an overview of Lookup tables, Fact tables, VLOOKUP, and Match Index in Excel as well as how to use these tools to your advantage.…

Can’t get enough Tips and Tricks?

Consider enrolling your team in a Dashboard University™ Course. Our expert trainers will travel to your location and train up to 20 members of your team. Your team will come out with skills they can apply immediately and earn credits towards their FM Certification. Click “Visit DBU” to learn more.