Power BI - Customising your Visuals Tutorial
In this video, you will learn about customizing your visuals using Microsoft 365. The video covers the various tools and features available in the Microsoft 365 suite for creating and editing visuals.
You will discover how to personalize your visuals in applications like Word, Excel, PowerPoint, and Power BI.
This will help you enhance your presentations, reports, and data visualizations, making them more engaging and impactful.
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Power BI - Customising your Report
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Power BI - Creating a Report
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Power BI - Publishing your Report through the Power BI Service
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Power BI - Creating and configuring a Dashboard
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Power BI - Recovering your Data from different sources
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Power BI - Preparing, cleaning and transforming your Data
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Power BI - Manipulating tiles in a Dashboard
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Power BI - Sharing and publishing your Dashboard
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Creating a Report
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Introduction to Power Bi
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General Introduction
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Create dynamic visual title using the Selected Value function
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Recovering your Data from different sources
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Introduction to Power BI Building Blocks
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Introduction to Power BI Desktop
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Create slicers
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Create quick measures
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Preparing, cleaning and transforming your Data
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Introduction to Power BI Mobile
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Creating and configuring a Dashboard
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Publishing your Report through the Power BI Service
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Introduction to the Query Editor
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Creating your Datasets
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Manipulating tiles in a Dashboard
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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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Manage interactions
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Customising your Report
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Add an alert to a visual
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Manage relations between data sources
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What are measures?
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Creating a Report
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Create a PivotTable report manually
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Recovering your Data from different sources
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Sort, filter, summarize and calculate your PivoteTable data
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Create a PivotTable and analyze your data
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How to track and monitor values with the Watch Window
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Preparing, cleaning and transforming your Data
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Analyze your network and communication habits
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Creating and configuring a Dashboard
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Publishing your Report through the Power BI Service
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Introduction to the Query Editor
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Creating your Datasets
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Manipulating tiles in a Dashboard
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Consulting and using a Dashboard
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Improved version history
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Sharing and publishing your Dashboard
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Customising your Report
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XLOOKUP (Advanced metrics)
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Use slicers, timelines and PivotCharts to analyze your pivotetable data
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Check and share your form results
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XLOOKUP (Basic metrics)
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Optimize Meetings with Viva Insights
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Manage video settings
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Summarize Your Notes with Copilot
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Receiving a briefing email from Viva Insights
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Draft Content Based on an Existing Document with Copilot
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Summarize Your Email Exchanges with Copilot
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Summarize the Content of a Note with Copilot
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Copilot in Teams Conversations
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Analyze and Write Content Based on a File
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Copilot After Teams Meetings
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Copilot During Teams Meetings
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Analyze Team Dynamics
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Organize Your Messages with Rules
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Organize into Folders
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Sort and filter emails
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Process an incoming message
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Manage Views
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Analyzing multiple OneDrive documents with Copilot
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Make changes to a text
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Analyzing a OneDrive file with Copilot
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Clean Up Your Inbox
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Tracking changes in a Loop page with Copilot
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Use Categories
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Easily Sort Your Mails
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Draft a Service Memo
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Extract Invoice Data and Generate a Pivot Table
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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SharePoint Page Co-Editing: Collaborate in Real Time
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Other Coaches
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Agents in SharePoint
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Prompt coach
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Modify, Share, and Install an Agent
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Configure a Copilot Agent
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Describe a copilot agent
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Rewrite with Copilot
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Analyze a video
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Use the Copilot pane
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Process text
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Create an insights grid
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Generate and manipulate an image in PowerPoint
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Chat with Copilot
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Particularities of Personal and Professional Copilot Accounts
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Data Privacy in Copilot
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Access Copilot
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Use a Copilot Agent
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Modify with Pages
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Generate and manipulate an image in Word
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Create Outlook rules with Copilot
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Generate the email for the recipient
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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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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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Use the narrative Builder
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Microsoft Copilot Academy
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Connect Copilot to a third party app
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Share a document with copilot
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Configurate a page with copilot
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Use Copilot with Right-Click
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Draft a Service Memo with Copilot
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Extract Invoice Data and Generate a Pivot Table
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Summarize Discussions and Schedule a Meeting Slot
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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Retrieve Data from a Web Page and Include it in Excel
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Create a Desktop Flow with Power Automate from a Template
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Understand the Specifics and Requirements of Desktop Flows
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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SharePoint: Automate File Movement to an Archive Library
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Share Power Automate Flows
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Manipulate Dynamic Content with Power FX
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Leverage Variables with Power FX in Power Automate
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Understand the Concept of Variables and Loops in Power Automate
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Create an Approval Flow with Power Automate
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Create a Scheduled Flow with Power Automate
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Create an Instant Flow with Power Automate
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Create an Automated Flow with Power Automate
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Create a Simple Flow with AI Copilot
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Create a Flow Based on a Template with Power Automate
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Discover the “Build Space”
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The Power Automate Mobile App
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Familiarize Yourself with the Different Types of Flows
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Understand the Steps to Create a Power Automate Flow
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Discover the Power Automate Home Interface
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Access Power Automate for the Web
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Understand the Benefits of Power Automate
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Add a third-party application
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Send a survey or questionnaire by email
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create a collaborative email with Microsoft Loop and Outlook
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Streamline Note-Taking with OneNote and Outlook
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Create your reservation page for appointment booking (Bookings)
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Share a document securely with Outlook
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Block a sender
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Identify a fraudulent email
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Prevent transfer for a meeting
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Prevent the forwarding of an email
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Protect an email by encrypting
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Provide an overview of best security practices in Outlook
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Recover deleted items
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Recall or replace an e-mail message
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Respond to invitations as a delegate
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Use a Shared Mailbox
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Create and Manage Appointments in Delegated Calendars
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Send Emails on Behalf of Someone Else
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Mailbox Delegation Setup
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Calendar Delegation Setup
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Grant delegate access in Microsoft 365 administration
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Make changes to a text
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Consult the adoption of Copilot through Viva Insights
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Search from emails with Copilot
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Using Copilot in OneNote with Right-Click
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Organizing OneNote with Copilot
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Tracking changes in a Loop page with Copilot
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Summarizing a Loop Page with Copilot
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Generating Loop Content with Copilot
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Send invitations or reminders with Copilot
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Generate formulas from a concept
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Analyzing a OneDrive file with Copilot
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Analyzing multiple OneDrive documents with Copilot
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Use the Meeting Dashboard
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Respond to a Meeting Poll
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Create a Meeting Poll
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Display Three Time Zones
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View Other Calendars
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Open a Shared Calendar
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Share Your Calendar
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Use the Scheduling Assistant
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Use the Immersive Reader Feature
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Dictate Your Email to Outlook
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Translate Emails in Outlook
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Make Your Outlook Signature Accessible
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Add Accessible Tables and Lists
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Improve the Accessibility of Images in Emails
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Improve Email Accessibility
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Send Automatic Out-of-Office Replies
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Prepare for Time Out of Office (Viva Insights)
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Respect Your Colleagues' Off Hours (Viva Insights)
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Delay Email Delivery
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Use Conversation View
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Clean Up Your Inbox
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Organize Your Messages with Rules
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Use Categories
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Easily Sort Your Mails
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Automate Routine Actions
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Create an Email Template
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Create a task from a message
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Share a task list
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Create a task or reminder
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Task Module Overview
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Manage Teams online meeting options
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Edit or delete an appointment, meeting or event
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Create a reminder for yourself
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Respond to a meeting
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Create an appointment or meeting
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Create different types of events
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Edit and customize views
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Presentation and introduction to the calendar
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Search options
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Sort and filter emails
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Request a Read Receipt or Delivery Confirmation
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The Bcc Field in Detail
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Save and Print a Message
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Insert Elements in Emails (Tables, Charts, Images)
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Attach files efficiently in Outlook
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Process an incoming message
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Send an Email and Create a Draft in Outlook
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Organize into Folders
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Set Your Work Hours in Outlook
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Create and add a signature to messages
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Manage new message notifications
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Change the default font of your emails
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Manage Views
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Add and manage multiple accounts on Outlook
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Explore the Interface
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Introduce the new version of Outlook
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Objectifs :
This document aims to provide a comprehensive guide on customizing visuals in Power BI, detailing the various options available for data summarization, filtering, and formatting to enhance data presentation and analysis.
Chapitres :
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Introduction to Customizing Visuals in Power BI
Customizing visuals in Power BI is essential for effective data presentation. This guide will walk you through the steps to modify visuals based on your data needs, ensuring that your reports are both informative and visually appealing. -
Understanding the Visualizations Pane
The Visualizations Pane is a crucial component in Power BI that allows users to customize their visuals. The number of available buckets in this pane changes depending on the type of visual selected. By hovering your mouse over a bucket, you can access additional information about the data it contains. -
Data Summarization Techniques
Power BI automatically summarizes values in a field. To customize how these values are summarized, you can click the arrow next to a field name and select the desired summarization method. This can be done in the Fields pane under the Modeling tab, where you can also adjust formatting options such as monetary or percentage symbols. -
Filtering Data
In the Filter section, you can drag multiple fields into a single bucket. This allows for more refined data analysis. For example, you can filter to display only sales data for the fourth quarter, enhancing the focus of your visual. -
Display and Aspect Editing Options
To edit the display aspects of a visual, select the visual and activate the options in the Visualizations pane. You can change colors, formatting, and other visual properties. Each visual type offers different customization options, allowing for tailored presentations. -
Customizing Visual Borders and Titles
You can create a border around your visual and specify its color. Additionally, you can customize the visual title and background to improve clarity and aesthetics. -
Positioning and Sizing Visuals
In the General section, you will find options for positioning and sizing your selected visual. Proper alignment and size adjustments can significantly enhance the overall layout of your report. -
Adding Reference Lines
For certain visuals, you can define a constant line, also known as a reference line. To add this, select the Analytics pane, navigate to the Line section, and click on Add. You can set the value, color, style, and position of the line, as well as include a data label for clarity. -
Utilizing Additional Analytics Lines
The Analytics pane also provides options for adding various lines such as minimum, maximum, average, median, and percentile lines. These tools help in providing deeper insights into your data. -
Conclusion
Customizing visuals in Power BI is a powerful way to enhance data analysis and presentation. By utilizing the various options for summarization, filtering, and formatting, users can create impactful reports that effectively communicate insights.
FAQ :
What is the Visualizations Pane in Power BI?
The Visualizations Pane in Power BI is where users can select and customize different types of visual representations of their data, allowing for a tailored data analysis experience.
How do I summarize data in Power BI?
In Power BI, data can be summarized by selecting a relevant field in the Fields Pane and choosing a summarization method from the options available in the Modeling tab on the ribbon.
What are buckets in Power BI?
Buckets in Power BI are categories or containers that hold data fields for visualization. Users can drag and drop fields into these buckets to organize and display their data effectively.
Can I customize the colors of my visuals in Power BI?
Yes, Power BI provides many options to change the colors and formatting of visuals. These options can be accessed in the Display and Aspect Editing Options section.
What is a constant line in Power BI?
A constant line in Power BI is a reference line that represents a fixed value on a visual. Users can customize its color, style, and position to enhance data interpretation.
How can I apply filters to my data in Power BI?
To apply filters in Power BI, navigate to the Filter Section and drag the desired fields into the filter buckets. You can then select specific filter options to display only the relevant data.
Quelques cas d'usages :
Sales Performance Analysis
A sales manager can use Power BI to visualize quarterly sales data by creating a bar chart in the Visualizations Pane. By summarizing the sales figures and applying filters for specific regions, the manager can quickly identify trends and areas for improvement.
Financial Reporting
An accountant can utilize Power BI to create financial reports by customizing visuals to display monetary values. By using formatting options, they can present data in a clear and professional manner, making it easier for stakeholders to understand financial performance.
Customer Insights Dashboard
A marketing analyst can build a dashboard in Power BI to track customer engagement metrics. By using the Analytics Pane to add constant lines for average engagement levels, they can visually assess performance against benchmarks.
Project Management Tracking
A project manager can leverage Power BI to monitor project timelines and budgets. By filtering data to show only the current project's status and using percentile lines to indicate progress, they can effectively communicate project health to stakeholders.
Operational Efficiency Monitoring
An operations manager can apply Power BI to visualize operational metrics. By summarizing data and customizing visuals, they can identify bottlenecks in processes and make data-driven decisions to enhance efficiency.
Glossaire :
Visualizations Pane
A section in Power BI where users can select and customize different types of visual representations of data.
Buckets
Categories or containers in Power BI that hold data fields for visualization purposes. Users can drag and drop fields into these buckets to organize data.
Summarization
The process of aggregating data values in Power BI, where the software automatically adds up values of a field to provide a summary.
Fields Pane
A section in Power BI that displays all the data fields available for use in reports and visualizations.
Formatting Options
Settings in Power BI that allow users to change the appearance of data, including symbol types (monetary, percentage, etc.) and other visual properties.
Filter Section
A part of Power BI where users can apply filters to their data visualizations, allowing them to display specific subsets of data.
Display and Aspect Editing Options
Settings in Power BI that enable users to modify the visual aspects of a chart or graph, including colors, formatting, and layout.
Constant Line
A reference line in a Power BI visual that represents a fixed value, which can be customized in terms of color, style, and position.
Analytics Pane
A section in Power BI that provides analytical tools and options for adding reference lines and other statistical indicators to visuals.
Percentile Lines
Lines in Power BI visuals that indicate specific percentiles of the data, helping users understand the distribution of values.