Tips & Tricks

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Tips & tricks For Microsoft Excel, Power BI, SQL and more

Read a selection of tips & tricks that make using Microsoft Excel, Power BI, SQL and more way easier!

We’ve got loads of handy user guides for Microsoft Excel, Power BI, SQL, SharePoint and more that’ll make your life way easier. Want to learn how to get the best out of your Microsoft 365 and Microsoft Power Platform applications in your organisation? Contact us today about training courses for business.

Articles
  • Excel age calculator staff-list exercise
    Tips & Tricks

    Calculate Age from Date of Birth in Excel: Free Staff-List Exercise

    Download a staff-list workbook and practise calculating age from a date of birth with DATEDIF, a fixed reporting date and checks for blanks, future dates and leap-day birthdays.

  • Power Query: clean messy spreadsheet data in Excel with repeatable steps, no formulas
    Tips & Tricks

    Power Query: Clean Messy Data in Excel Without a Single Formula

    Clean a genuinely messy Excel export with Power Query: strip junk rows, standardise text, fix data types, then refresh next month's file in one click. No formulas.

  • Power Automate flow: a new email attachment saves itself to SharePoint
    Tips & Tricks

    How to Automatically Save Email Attachments to SharePoint (Power Automate, Step by Step)

    Save Outlook email attachments to a SharePoint library automatically with Power Automate — a step-by-step build, every trigger setting and field explained. No code.

  • Power Automate flow: an important email triggers an alert posted to Microsoft Teams
    Tips & Tricks

    How to Get a Teams Alert When an Important Email Arrives (Power Automate, Step by Step)

    Post a Microsoft Teams alert automatically whenever an important email arrives, using Power Automate — every trigger filter and message field explained. No code.

  • Power Automate flow: a new Microsoft Forms response triggers Get response details, then creates a Planner task
    Tips & Tricks

    How to Turn Every Microsoft Form Response Into a Planner Task (Power Automate, Step by Step)

    Turn every Microsoft Forms response into a Planner task automatically, using Power Automate — the trigger, the "Get response details" catch, and field mapping explained. No code.

  • Power Automate flow: on a daily schedule, check items due in 2 days, then send a reminder
    Tips & Tricks

    How to Get an Automatic Reminder Before a Deadline (Power Automate, Step by Step)

    Build a Power Automate flow that checks a SharePoint list daily and emails a reminder before anything's due — no more missed deadlines, no manual chasing.

  • Power Automate flow: new item triggers an approval request in Teams, then the outcome updates the item or notifies the team
    Tips & Tricks

    How to Route Approvals in Teams Without the Email Tennis (Power Automate, Step by Step)

    Build a Power Automate flow that sends approval requests straight into Teams — one click to approve or reject, no reply-all chains, no chasing.

  • Power Automate flow: a new form response logs itself as a row in Excel
    Tips & Tricks

    How to Log Every Form Submission to Excel or SharePoint Automatically (Power Automate, Step by Step)

    Build a Power Automate flow that logs every Microsoft Forms response straight to an Excel or SharePoint list automatically — one running record, no copy-paste.

  • Power Automate flow: on a weekly schedule, gather updates and post a digest to Teams
    Tips & Tricks

    How to Post a Scheduled Weekly Digest to Teams Automatically (Power Automate, Step by Step)

    Build a Power Automate flow that gathers the week's list updates and posts one digest to Teams automatically — no more chasing status updates by hand.

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