Power BI - Manage interactions Video
In this video, you will learn about managing interactions using Microsoft 365. The video covers different use case scenarios for managers, including organizing meetings easily with Outlook, Skype, and OneNote, managing team activity with Planner Online and Smartphone, analyzing activity with Excel and Power BI, and communicating and sharing information with your team using Groups and SharePoint.
This will help you improve your management processes and productivity by applying the appropriate Office 365 tools.
Register now to learn more and enhance your managerial skills.
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Introduction to PowerBI
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Remove a watermark
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Ink Equation
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AVERAGEIFS and IFERROR
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Trigger text to play over a video
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Insert items in a presentation
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Convert a picture into Data with Excel
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3D Maps
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Edit headers and footers on the slide master
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Print Notes Pages as handouts
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Three ways to add numbers in Excel Online
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COUNTIFS and SUMIFS
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More complex formulas
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Save time by creating your form with quick import
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Manage conditional formatting
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Create a new slide master and layouts
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Animate charts and SmartArt
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Create dynamic visual title using the Selected Value function
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Functions and formulas
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The nuts and bolts of VLOOKUP
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Start using Excel
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Create a flow chart
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Prepare a basic handout
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New Chart types
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The SUMIF function
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VLOOKUP: How and when to use it
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AVERAGEIF function
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The SUM function
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Look up values on a different worksheet
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Measure how people feel about something with the Likert scale in Microsoft Forms
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Using functions
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Advanced formulas and references
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Insert columns and rows
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Password protect workbooks and worksheets in detail
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How to link cells and calculate formulas across multiple worksheets
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How to simultaneously view multiple worksheets
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Add numbers
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Advanced filter details
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Password protect workbooks and worksheets
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More print options
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Input and error messages
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IF with AND and OR
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Multiple choice questions in Microsoft Forms
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Insert headers and footers
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Sort details
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Drop-down list settings
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Header and footer details
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Print worksheets and workbooks
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Animate pictures and shapes
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Picture backgrounds: Two methods
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Print handouts
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Basic math
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Operator order
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Save your macro
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Screen recording
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Advanced IF functions
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Weighted average
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Use slicers to filter data
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Conditionally format text
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One click Forecasting
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Removing backgrounds in PowerPoint
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90 seconds about PowerPoint Slide Masters
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Manage Your Working Time in MyAnalytics
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Copy and remove conditional formatting
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AutoFill and Flash Fill
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Conditional formatting
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Use the drill down filter
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Average a group of numbers
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Edit a macro
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Add staff members
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New chart types
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Ink Equation
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Animate text
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Drop-down lists
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Sort and filter data
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Apply paths to layered pictures
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Calculate function
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Present Live
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Create a sequence with line paths
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Make a reservation [Staff]
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Start using PowerPoint
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Add bullets to text
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Trigger a video
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Turn on the drill down feature
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Add an alert to a visual
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Turn your Excel tables into real lists!
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Integrate Bookings into TEAMS
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Make a reservation [Customer]
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Create custom fields
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Manage relations between data sources
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Complete and Share a Schedule
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What are measures?
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Organise notes
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Add a service
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Create a Microsoft Forms form directly in OneDrive
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Easily measure user experience with Net Promoter Score in Microsoft Forms
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Import, create, edit and share documents
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Research in your notes
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Create a Schedule and Organise it with the Help of Groups
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Use template to prepare your Agile SCRUM meeting
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Create and organise a group
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Create your first form or quiz in Microsoft Forms
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Get a rating in Microsoft Forms
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Draw, sketch or handwrite notes
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Send your notes by email
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How Clock In Works
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Manage our recent documents
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Make better tables
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Creating and managing campaigns
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Access other apps aroud Office 365
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Create a new shared booking page
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Insert an image in a cell with image function
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Password protect your notes
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Create dynamic drop down lists
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Save, share and share everything
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Add an Excel spreadsheet
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Insert online videos
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Creating or editing office documents in Engage
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Text before & after Function
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Imbrication OneNote / Teams
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Add files
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See who's collaborating
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Meeting recordings in Microsoft Teams
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Add items
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Make a reservation Employee]
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Create a video from the web app
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Imbrication OneNote / Outlook
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How to Copy a Schedule
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Upload an existing video from your device
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Use page templates
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Use formatting toolbar and styles to format forms and quizzes
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Sync and sharing
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Find out your coworkers’ preferences by creating a “Ranking” question in Microsoft Forms
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Add staff
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Record a live PowerPoint presentation
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Install Office on 5 devices
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Create custom fields
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Create a video from the mobile app
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Add or edit a thumbnail
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Use "Text" fields to create a contact form
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Let responders submit files in Microsoft Forms
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Change chart type
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Engaging and animating a group
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Make a reservation [Customer]
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Send a single form in multiple languages
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Add a service
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Save a PowerPoint presentation
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Use Recycle Bins to Restore Documents
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Create a reminder for yourself
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Use Documents in a Synchronized Library Folder
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Insert Elements in Emails (Tables, Charts, Images)
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Send an Email and Create a Draft in Outlook
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Create and add a signature to messages
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Create different types of events
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Sort and filter emails
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Edit and customize views
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Manage Teams online meeting options
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Create an Email Template
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Save and Print a Message
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Add Accessible Tables and Lists
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Change the default font of your emails
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Create a collaborative email with Microsoft Loop and Outlook
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Delay Email Delivery
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Improve Email Accessibility
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Search options
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Prepare for Time Out of Office (Viva Insights)
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Improve the Accessibility of Images in Emails
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Translate Emails in Outlook
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Streamline Note-Taking with OneNote and Outlook
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Use the Immersive Reader Feature
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Dictate Your Email to Outlook
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Introduction to PowerBI
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Introduction to Microsoft Outlook
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Introduction to Microsoft Insights
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Introduction to Microsoft Viva
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Introduction to Planner
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Introduction to Microsoft Visio
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Introduction to Microsoft Forms
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Introducing to Microsoft Designer
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Introduction to Sway
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Introducing to Word
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Introducing to SharePoint Premium
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Create a call group
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Use call delegation
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Assign a delegate for your calls
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Ring multiple devices simultaneously
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Use the "Do Not Disturb" function for calls
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Manage advanced call notifications
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Configure audio settings for better sound quality
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Block unwanted calls
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Disable all call forwarding
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Manage a call group in Teams
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Update voicemail forwarding settings
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Configure call forwarding to internal numbers
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Set call forwarding to external numbers
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Manage voicemail messages
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Access voicemail via mobile and PC
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Customize your voicemail greeting
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Transfer calls with or without an announcement
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Manage simultaneous calls
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Support third-party apps during calls
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Add participants quickly and securely
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Manage calls on hold
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Live transcription and generate summaries via AI
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Use the interface to make and receive calls
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Introduction to Power Fx
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Concept of Multi-Factor Authentication
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Objectifs :
This tutorial aims to teach users how to manage interactions in Power BI, specifically focusing on how visuals can influence each other through cross filters and how to customize these interactions for better data analysis.
Chapitres :
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Introduction to Power BI Interactions
In this tutorial, we will explore how to manage interactions in Power BI. When creating a report, it consists of multiple pages, and each page can contain various visuals. These visuals allow for data analysis and are interconnected through a feature known as cross filters. -
Understanding Cross Filters
Cross filters enable the visuals on your report to influence one another. For instance, when you hover over a visual, you will notice pictograms appearing at the top. Selecting an item, such as a specific individual, will impact the other visuals on the page. If you wish to reset the visuals to their original state, simply click back to the same location. -
Analyzing Specific Data
To analyze a specific individual's activity, you can click on their name. For example, if you click on Thomas's name, all visuals will update to reflect his data, showing that he is managing 59 clients and has placed 532 orders. -
Customizing Visual Interactions
If you want to prevent a specific visual, such as sales revenue by company, from being affected by your selections, navigate to the format tab and click on 'Edit Interactions.' New pictograms will appear in the top right corner of each visual, allowing you to customize their interactions. By selecting 'None,' you can ensure that this visual remains unaffected by your current selection. -
Viewing Data in Different Formats
You also have the option to view data in different formats. For instance, in the sales revenue month-to-month change, you can see the numbers displayed per month. You can toggle between a highlighted view and a filter view by clicking the respective options. This allows for a clearer understanding of the data being analyzed. -
Conclusion
Now you know how to create and manage interactions in Power BI. Understanding how to customize these interactions enhances your ability to analyze data effectively and derive meaningful insights from your reports.
FAQ :
What is Power BI used for?
Power BI is used for data visualization and business intelligence, allowing users to create reports and dashboards that provide insights into their data.
How do cross filters work in Power BI?
Cross filters in Power BI allow users to interact with visuals such that selecting an item in one visual filters the data shown in other visuals, providing a dynamic analysis experience.
Can I customize how visuals interact in Power BI?
Yes, you can customize how visuals interact by using the 'Edit interactions' feature in the Format tab, allowing you to enable or disable filtering effects between visuals.
What is the difference between highlighted view and filter view?
Highlighted view emphasizes selected data points while dimming others, making it easier to focus on specific information, whereas filter view shows only the data that meets the applied filters.
How can I reset all visuals in Power BI?
You can reset all visuals in Power BI by clicking back to the original selection, which removes any filters applied and restores the initial view of the data.
Quelques cas d'usages :
Sales Performance Analysis
A sales manager can use Power BI to analyze the performance of different sales representatives by creating visuals that show the number of clients and orders placed. By utilizing cross filters, the manager can quickly assess how individual sales activities impact overall sales performance.
Monthly Revenue Tracking
A financial analyst can track monthly revenue changes by creating visuals that display revenue data over time. By switching between highlighted view and filter view, the analyst can identify trends and anomalies in sales data, allowing for informed decision-making.
Client Engagement Monitoring
A customer success manager can monitor client engagement by visualizing data on client interactions. By using the edit interactions feature, the manager can focus on specific clients without affecting other visuals, ensuring a clear understanding of client activity.
Marketing Campaign Effectiveness
A marketing team can evaluate the effectiveness of different campaigns by analyzing data on client responses and sales conversions. By applying filters and managing interactions, they can isolate the impact of each campaign on overall sales.
Operational Efficiency Review
An operations manager can review efficiency metrics across departments by creating visuals that display key performance indicators. By using cross filters, the manager can explore how changes in one department affect others, leading to improved operational strategies.
Glossaire :
Power BI
A business analytics tool by Microsoft that enables users to visualize data and share insights across their organization or embed them in an app or website.
Visuals
Graphical representations of data in Power BI, such as charts, graphs, and tables, that help users analyze and interpret data.
Cross filters
A feature in Power BI that allows interactions between visuals, where selecting an item in one visual filters the data displayed in other visuals.
Format tab
A section in Power BI where users can customize the appearance and settings of visuals, including managing interactions.
Edit interactions
An option in Power BI that allows users to control how visuals interact with each other, enabling or disabling filtering effects.
Highlighted view
A visual representation in Power BI that emphasizes selected data points while dimming others, making it easier to focus on specific information.
Filter view
A mode in Power BI that displays data based on applied filters, showing only the relevant information according to the user's selections.