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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!

May 2023: New Functions in Excel

by Erin Rogers | | Tips and Tricks

Rich Brooks speaks on some of the new useful functions in Excel. The class covers the CONCAT, TEXT JOIN, SWITCH, UNIQUE, and FILTER functions. Learn how to manipulate and organize…

April 2023: Microsoft Teams

by Erin Rogers | | Tips and Tricks

James Yoder demonstrates the newer functionalities of Microsoft Teams. From basic features to lesser-known capabilities, James will show how to navigate these functions so you can reach peak productivity while…

March 2023: Excel Data Model

by Teksouth Marketing | | Tips and Tricks

Jon Palmer shows how to use the Excel Data Model to connect multiple sources, such as Workbooks or Worksheets, and then use that integrated data source to create a PivotTable or…

February 2023: Power Query

by Teksouth | | Tips and Tricks

This month, DeAndre Hayward will demonstrate how to use Power Query to combine multiple files and utilize the merge method. With Power Query, you can combine various files with the same schema into…

January 2023: Pivot Tables

by Teksouth | | Tips and Tricks

This month, Pamela Dvirnak will demonstrate Automation with Excel Pivot Tables! A PivotTable is a powerful tool to calculate, summarize, and analyze data that lets you see comparisons, patterns, and…

December 2022: Power BI Basics

by Teksouth | | Tips and Tricks

This month, James Yoder will provide a demonstration on Power BI Basics. Learn how to navigate Power BI and use it to its maximum potential. https://youtu.be/-IiHpA4lwL0

November 2022: VLOOKUP, XLOOKUP, and PQLOOKUP

by Teksouth | | Tips and Tricks

This month, Rich Brooks provides a demonstration on several lookup functions within Microsoft’s Excel tool (VLOOKUP, XLOOKUP, and PQLOOKUP). Learn how to utilize Excel’s LOOKUP features to optimize your data…

October 2022: Making the Most of Power Query Within Power BI

by Teksouth | | Tips and Tricks

This month, Jackie Airhart is back with more on Power Query! Jackie will demonstrate how you can connect to multiple data sources to transform and shape your data. In addition…

August 2022: Demonstration of Excel’s Power Query Tool

by Teksouth | | Tips and Tricks

This month, Jackie Airhart provides a demonstration of Excel’s Power Query Tool. Power Query is an embedded tool that automates repetitive data preparation tasks. Learn how to shift your mindset…

July 2022: Collaboration with Files in Microsoft Teams

by Teksouth | | Tips and Tricks

This month, Teksouth’s Jon Palmer provides a comprehensive look at the impressive features of MS Teams. Brush up on your skills and maximize the value of this amazing tool! Download…

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.