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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!

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…

May 2022: 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…

March 2022: Using Wild Cards in VLOOKUP

by Teksouth | | Tips and Tricks

This month, we will be showcasing one of our best financial management tools: using Wild Cards within VLookup. Helping you build out an access database, you’ll then be able to…

February 2022: Visual Basic Applications “VBA”

by Teksouth | | Tips and Tricks

This month’s Tips and Tricks showcases the power of Microsoft Excel’s Visual Basic for Applications, or VBA. Learn how to design your OWN dashboard to help improve the efficiency of…

January 2022: Microsoft Excel’s “IF” Function

by Teksouth | | Tips and Tricks

This month’s Tips and Tricks showcases the power of Microsoft Excel’s “IF” Function, one of the most popular functions in Excel! Learn from FM Analyst Subject Matter Expert, Ed Fritts,…

December Tips & Tricks: Top Tips for FM’ers 2021

by Teksouth | | Tips and Tricks

This month, Ed Fritts covers the top tips of 2021- you do not want to miss this session!  Learn the most valuable and time-saving tools and tips currently available within…

November Tips and Tricks: Microsoft OneNote

by Teksouth | | Tips and Tricks

Tune in as Ed Fritts trains on Microsoft OneNote! You’ll learn everything to know to increase your efficiency and make the most of this powerful software. Click HERE to view…

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.