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
  • Calculating Age in Excel
    Tips & Tricks

    How to Calculate Age in Excel: DATEDIF Formula and Examples

    Use a copy-and-paste DATEDIF formula to calculate age from a date of birth in Excel. This guide also covers fixed reporting dates, YEARFRAC and the input checks that prevent bad results.

  • 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.

  • Build your first Power BI dashboard: connect your data, build four visuals, see what is happening
    Tips & Tricks

    Build Your First Power BI Dashboard: A Step-by-Step Walkthrough

    A step-by-step walkthrough for building your first Power BI dashboard in the browser: upload a spreadsheet, fix the data types, and build four connected visuals.

  • SQL for business users: ask a question, write one of 6 patterns, get your answer
    Tips & Tricks

    SQL for Non-Developers: The 6 Queries That Answer 90% of Business Questions

    You don't need to be a developer to query a database. Six SQL patterns that answer most business questions.

  • Microsfot Copilot
    Tips & Tricks

    Microsoft 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.

  • Calculating Copilot ROI
    Tips & Tricks

    Microsoft 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.

  • 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.

  • AI Invoice Processing Rollout Checklist
    Tips & Tricks

    AI 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.

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