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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!

October 2023: Excel What-If Analysis Tools

by Erin Rogers | | Tips and Tricks

This month, James Yoder guides us through Excel's What-If Analysis tools. With the start of the new fiscal year comes new budget parameters, new spending plans, and the like. Excel's What-If Analysis tools can be…

August 2023: Drawing with Data – How to Elevate Power BI Dashboard Design

by Erin Rogers | | Tips and Tricks

Welcome to August's session, "Drawing with Data: How to Elevate Power BI Dashboard Design.” This month, Jackie Elfe teaches how to “dress” your data well in Power BI. While carefully prepared data is…

July 2023: MS PowerPoint – How to Razzle Dazzle ‘Em!

by Erin Rogers | | Tips and Tricks

Pamela Dvirnak presents “Power Pointers by Pam–How to Razzle Dazzle ‘Em!” Pam shares her powerful PowerPointers on how to make presentations more engaging. Learn some of the new PowerPoint (PP)…

June 2023: MS Access & Power Query

by Erin Rogers | | Tips and Tricks

Darrell Schwerman speaks on MS Access and Power Query. Learn how to Shape your data by learning the nuances of these Microsoft Products! Darrell has been with Teksouth since February…

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

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.