Tips & Tricks
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.
Tips & TricksMicrosoft 365 Copilot deployment: a practical UK team-adoption plan
Microsoft 365 Copilot can super-charge Word, Excel, Outlook, PowerPoint, and Teams, but IT managers must align licensing, data governance, and clear business goals before launch. In this article, we discuss how engaging stakeholders early, piloting with a small cross-functional group, and phasing the rollout lets teams refine guidance and measure real productivity gains. Role-specific, hands-on training - prompt-engineering tips, quick-start resources, and “Copilot champions” - converts into confident daily use while resolving emerging user challenges.
Tips & TricksMicrosoft Copilot ROI for UK businesses: how to build the case
The blog explains how to evaluate Microsoft 365 Copilot (and Copilot Pro) using a clear ROI formula and data from Forrester’s Oct-2024 TEI study. It outlines three benefit areas - go-to-market (potential revenue lift up to 6%), operational efficiency (cost reduction up to 0.85%), and people/culture (attrition down up to 20% and onboarding faster up to 25%) - plus hard-to-quantify gains like compliance and security. A five-step method and example calculation (~205% three-year ROI) show how to model low/mid/high scenarios and decide whether to adopt based on workflow fit, readiness, and budget.
Tips & TricksHow 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.
Tips & TricksHow 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.
Tips & TricksAI Invoice Processing Rollout Checklist
This resource is a practical rollout checklist for implementing AI-powered invoice processing. It guides teams through planning, setup, testing, and adoption so implementation is smooth, consistent, and easy to track across stakeholders.
Tips & TricksMastering Copilot Prompts: A Beginner's Guide to Getting Accurate and Useful Results
The article explains what a Copilot prompt is and why clarity and specificity dramatically improve results. It shows how adding audience, tone, length, and format turns vague requests into accurate outputs, contrasting weak vs. strong prompts. It lists common mistakes - being vague, bundling too many tasks, omitting context or target audience, and failing to critically review AI output. It emphasises prompting as a valuable workplace skill; beginners should start small, reuse and adapt prompts, and remember AI can err, so human judgment remains essential.
Tips & TricksTop AI Skills for 2026
AI is becoming a standard workplace tool, so the real advantage is no longer having “AI” in your job title but knowing how to use AI to work faster, more accurately, and more effectively. The most valuable professionals in 2026 will combine practical AI skills such as prompting, workflow design, verification, and automation with human strengths like judgement, communication, and ethical decision-making. Rather than chasing hype or specific tools, workers at every level should build a stack of durable AI capabilities that improve real business outcomes and make them more adaptable over time.
Tips & TricksEnhancing Corporate Reporting with Excel's AGGREGATE Function
In this guide, we look at how Excel’s AGGREGATE function turns messy, multi-source data into reliable, actionable reports by performing sums, counts, averages, percentiles, and other calculations while automatically ignoring specified errors or hidden rows. Best practices include labelling outputs clearly, testing formulas on small samples, combining AGGREGATE with pivot tables or filters, and using Excel’s error-checking tools to troubleshoot formulas for maximum accuracy and efficiency.
Tips & TricksHow to Separate by First & Last Name in Excel
Mаnу businesses need first and last names in separate Excel columns for easier sorting, searching, and personalised communications. Excel’s Text to Columns feature lets you split names fast by selecting a space delimiter, while LEFT/RIGHT formulas achieve the same result with flexible cell references. Dragging these formulas down fills the entire list automatically, saving hours over manual copying.
