Power BI - Add an alert to a visual Video
In this video, you will learn how to add an alert to a visual using Microsoft 365. The video covers the steps to create an alert and demonstrates how to customize it for your specific needs.
This will help you enhance your visualizations and stay informed about important data changes.
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General Introduction
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Create dynamic visual title using the Selected Value function
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Creating your Datasets
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Introduction to the Query Editor
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Customising your Visuals
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Conditional formatting
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Consulting and using a Dashboard
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Use the drill down filter
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Calculate function
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Turn on the drill down feature
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Sharing and publishing your Dashboard
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Customising your Report
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Manage interactions
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What are measures?
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Introduction to PowerBI
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AVERAGEIFS and IFERROR
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Insert items in a presentation
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Trigger text to play over a video
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Change list formatting on the slide master
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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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Add headers and footers to slides
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Three ways to add numbers in Excel Online
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Add a "Date" field to your form or quiz in Microsoft Forms
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Create a combo chart
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COUNTIFS and SUMIFS
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Add sound effects to an animation
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Finalize and review a presentation
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More complex formulas
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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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Add a sound effect to a transition
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Work with a motion path
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The nuts and bolts of VLOOKUP
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Create dynamic visual title using the Selected Value function
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Functions and formulas
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Start using Excel
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Manage drop-down lists
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Customize the slide master
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New Chart types
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Create a flow chart
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Use formulas to apply conditional formatting
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Prepare a basic handout
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The SUMIF function
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Trigger an animation effect
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AVERAGEIF function
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VLOOKUP: How and when to use it
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Using functions
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The SUM function
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How to simultaneously edit and calculate formulas across multiple worksheets
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Advanced formulas and references
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Build an org chart using the text pane
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Copy a VLOOKUP formula
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Look up values on a different worksheet
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Create slide content and save the template
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Password protect workbooks and worksheets in detail
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Take conditional formatting to the next level
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How to link cells and calculate formulas across multiple worksheets
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Freeze panes in detail
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Password protect workbooks and worksheets
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Animate pictures, shapes, text, and other objects
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Customize charts
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Subtract time
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Add numbers
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Print headings, gridlines, formulas, and more
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Print a worksheet on a specific number of pages
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How to track and monitor values with the Watch Window
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Work with macros
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Insert columns and rows
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Advanced filter details
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Use slide masters to customize a presentation
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More print options
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IF with AND and OR
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AutoFilter details
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Create slicers
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Create quick measures
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Add a picture watermark
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Customize colors and save the theme
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Create a template from a presentation
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Create pie, bar, and line charts
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Conditionally format dates
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Insert headers and footers
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Backgrounds in PowerPoint: First Steps
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Sort details
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Drop-down list settings
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Work with handout masters
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Combine data from multiple worksheets
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Assign a button to a macro
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Input and error messages
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Multiple choice questions in Microsoft Forms
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Print slides, notes, or handouts
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Animate pictures and shapes
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Print worksheets and workbooks
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Header and footer details
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Customize the design and layouts
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Create custom animations with motion paths
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Change the theme background
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Copying formulas
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Basic math
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Save time by creating your form with quick import
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Operator order
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Print handouts
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Screen recording
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Picture backgrounds: Two methods
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Save your macro
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Measure how people feel about something with the Likert scale in Microsoft Forms
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Advanced IF functions
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Creating and managing a group
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Improved version history
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Copy a chart
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How to create a table
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Cell references
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Use conditional formatting
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Customize master layouts
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Add formulas and references
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Weighted average
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Removing backgrounds in PowerPoint
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One click Forecasting
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Conditionally format text
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Apply and change a theme
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Add headers and footers to a presentation
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Use slicers to filter data
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Combine a path with other effects
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Manage Your Working Time in MyAnalytics
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Copy and remove conditional formatting
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How to use 3-D reference or tridimensional formulas
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AutoFill and Flash Fill
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90 seconds about PowerPoint Slide Masters
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Nested IF functions
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Prepare and run your presentation
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Freeze or lock panes
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Edit headers and footers for handouts
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Conditional formatting
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Average a group of numbers
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Ink Equation
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Drop-down lists
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New chart types
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Add staff members
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Build an org chart using SmartArt Tools
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Apply paths to layered pictures
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Edit a macro
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Animate text
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Sort and filter data
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Create a sequence with line paths
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Calculate function
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Present Live
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Make a reservation [Staff]
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Add bullets to text
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Trigger a video
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Start using PowerPoint
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Turn your Excel tables into real lists!
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Manage interactions
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Make a reservation [Customer]
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Manage relations between data sources
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Create custom fields
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Complete and Share a Schedule
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Add a service
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Research in your notes
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Import, create, edit and share documents
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What are measures?
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Use template to prepare your Agile SCRUM meeting
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Organise notes
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Get a rating in Microsoft Forms
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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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How Clock In Works
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Create your first form or quiz in Microsoft Forms
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Make better tables
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Manage our recent documents
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Creating and managing campaigns
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Access other apps aroud Office 365
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Draw, sketch or handwrite notes
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Send your notes by email
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Password protect your notes
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Create dynamic drop down lists
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Insert an image in a cell with image function
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Create a new shared booking page
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Save, share and share everything
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Insert online videos
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Add an Excel spreadsheet
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Imbrication OneNote / Teams
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Creating or editing office documents in Engage
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Add files
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See who's collaborating
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Add items
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Imbrication OneNote / Outlook
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Text before & after Function
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How to Copy a Schedule
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Sync and sharing
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Upload an existing video from your device
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Use formatting toolbar and styles to format forms and quizzes
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Find out your coworkers’ preferences by creating a “Ranking” question in Microsoft Forms
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Make a reservation Employee]
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Use page templates
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Create a video from the web app
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Add staff
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Install Office on 5 devices
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Meeting recordings in Microsoft Teams
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Create a video from the mobile app
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Add or edit a thumbnail
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Record a live PowerPoint presentation
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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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Create custom fields
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Change chart type
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Engaging and animating a group
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Send a single form in multiple languages
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Make a reservation [Customer]
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Save a PowerPoint presentation
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Add a service
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Use Documents in a Synchronized Library Folder
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Use Recycle Bins to Restore Documents
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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 a reminder for yourself
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Create different types of events
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Create and add a signature to messages
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Save and Print a Message
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Sort and filter emails
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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 an Email Template
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Manage Teams online meeting options
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Edit and customize views
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Improve Email Accessibility
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Search options
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Improve the Accessibility of Images in Emails
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Prepare for Time Out of Office (Viva Insights)
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Create a collaborative email with Microsoft Loop and Outlook
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Translate Emails in Outlook
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Delay Email Delivery
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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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Configure call privacy and security settings
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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 add an alert to a visual on a Power BI dashboard, enhancing their ability to monitor key metrics effectively.
Chapitres :
-
Introduction to Dashboards
In this section, we will explore the purpose of a dashboard in Power BI. A Power BI dashboard is a single-page interface, often referred to as a canvas, that utilizes visualizations to convey a narrative. These visualizations are derived from reports, each based on a specific dataset. Essentially, a dashboard serves as an entry point to the underlying reports and datasets. -
Pinning a Visual to the Dashboard
To begin, we will pin a visual that represents the number of orders to our dashboard. This process involves selecting the visual from the report and pinning it to the dashboard. Users can choose to maintain the current theme or customize it as desired. In this case, we will create a new dashboard named 'Alert Dashboard' and pin the visual accordingly. -
Managing Alerts
Once the visual is pinned, we can navigate to the dashboard to manage alerts. By selecting the 'Manage Alerts' option, users can add an alert rule. This involves clicking on the appropriate button to initiate the alert setup. We will configure an alert for the number of orders, setting the alert title as 'Alert for Number of Orders.' -
Setting Alert Conditions
In this section, we will define the conditions for the alert. The alert rule will be set for the count of orders, with a condition that triggers the alert when the number exceeds 2500. Users can choose the frequency of alerts, with options such as 'at most every 24 hours' or 'at most once an hour.' For this tutorial, we will select the 24-hour option and proceed to save the settings. -
Receiving Alerts
After configuring the alert, users will receive an email notification whenever the quantity of orders surpasses the specified threshold of 2500. This feature ensures that users are promptly informed about significant changes in their data, allowing for timely decision-making. -
Conclusion
In conclusion, this tutorial has demonstrated how to add an alert to a visual on a Power BI dashboard. By following these steps, users can effectively monitor key metrics and receive timely notifications, enhancing their data analysis capabilities.
FAQ :
What is the purpose of a Power BI dashboard?
The purpose of a Power BI dashboard is to provide a single-page view that uses visualizations to present data and insights, serving as an entryway to underlying reports and datasets.
How do I add an alert to a visual in Power BI?
To add an alert to a visual in Power BI, first pin the visual to your dashboard, then navigate to 'Manage Alerts' and set the alert rule by defining the condition and threshold for the alert.
What types of conditions can I set for alerts?
You can set various conditions for alerts, such as numerical thresholds (e.g., greater than a specific amount) and frequency of notifications (e.g., every hour or every 24 hours).
Can I customize the frequency of alerts in Power BI?
Yes, you can customize the frequency of alerts in Power BI, choosing options such as receiving alerts at most every hour or once every 24 hours.
What happens when the alert condition is met?
When the alert condition is met, you will receive an email notification informing you that the specified threshold has been exceeded.
Quelques cas d'usages :
Sales Monitoring
A sales manager can use Power BI dashboards to monitor the number of orders in real-time. By setting an alert for when orders exceed 2500, the manager can quickly respond to high sales volumes and adjust inventory or staffing as needed.
Performance Tracking
A project manager can track project performance metrics through a Power BI dashboard. By adding alerts for key performance indicators (KPIs), the manager can ensure that the project stays on track and address any issues promptly.
Financial Oversight
A financial analyst can utilize Power BI to monitor expenses. By setting alerts for when expenses exceed a certain threshold, the analyst can take immediate action to control costs and maintain budget compliance.
Customer Service Management
A customer service team leader can set up a dashboard to track the number of support tickets. By adding alerts for when ticket volumes exceed a certain number, the leader can allocate resources effectively to ensure timely responses.
Glossaire :
Dashboard
A dashboard is a single-page interface, often referred to as a canvas, that utilizes visualizations to present data and tell a story. It serves as an entry point to underlying reports and datasets.
Power BI
Power BI is 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.
Visualization
Visualization refers to the graphical representation of data and information, making it easier to understand trends, patterns, and insights.
Pinning
Pinning is the process of adding a visual from a report to a dashboard in Power BI, allowing users to easily access and monitor key metrics.
Alert
An alert is a notification that is triggered when certain conditions are met, such as when a specific metric exceeds a predefined threshold.
Condition
A condition is a specific criterion that must be met for an alert to be triggered, such as a numerical value exceeding a certain amount.
Email Alert
An email alert is a notification sent via email to inform users when a specific condition, such as exceeding a threshold, has been met.