Prideema's Pro-Tip

I have each customer's data and sales reports in my excel sheet.But, I am unable to summarize data by Customer's name. How I do: I apply filters to each column, and I filter data according to each customer. I manually sum sales amount of each customer and enter it in a new sheet. What is Pivot Table? A pivot table is a table of statistics that summarizes the data of a more extensive table. This summary might include sums, averages, or other statistics, which the pivot table groups together in a meaningful way. Pivot tables are a technique in data processing. The Pivot Table consist of the following fields and areas. Choose Fields to add to report List of Columns The fields that can be used as "Column Labels" Drag Fields between areas Rows When you select or drag a field to Row , the distinct raw data associated with th...

I have to collect and save customer's reports I receive every day through Outlook mail. How I do: As soon as I receive email with report attached, I need to save it in my Onedrive folder. How can I do it better : If you want to automate this routine work so that you don't have to worry of saving reports you receive during weekends, you can create a flow that automatically saves your report to Onedrive folder when you receive a particular email with an attachment Microsoft Flow ABOUT: Microsoft Flow is cloud-based software now known as Power Automate. It allows employees to create and efficiently automate workflows and tasks for various applications and services without the help of developers. Automated workflows are called workflows. Microsoft Flow Pro Tip: You can create a Microsoft Flow that can automatically save attachments received in your Outlook Mail. STEP 1 : Login to your Microsoft Flow account, click Save email attachments from Outlook.co...

I receive Covid-19 patients report everyday that I save in a folder. These reports have similar data-set and I have to create a consolidated report using these multiple files. How I do: I have to manually save each report in a folder than copy paste its data to a Master sheet which takes considerable amount of time. How can I do it better : You can create a Master Sheet with Power Query in Microsoft Excel and Power BI that consolidates your excel/ csv file reports at one plae and also provides option like Refresh . Power Query comes with the feature of Refresh that you can use to either refresh your Master Sheet data to update changes in your existing reports or to update data of new file from your Master folder. To know how to do above action, click on the tab according to your software preferences Microsoft Excel Power BI Microsoft Excel ABOUT: With Power Query, you can search for data sources, make links, and then form the data in ways the suit y...

  I always book my calendar when I am on leave or holiday. But, I forget to set up automatic reply Outlook Pro Tip: Microsoft flow can setup your automatic reply automatically. STEP 1:  Open Microsoft flow, and click  New  >  Automated-from blank . Click "When an upcoming event is starting soon". Enter Look-Ahead time. STEP 2:  Click New Step   and select Condition . Choose a value as Show as and select is equal to . Enter value according to list:   Status  Value  Free 0  Tentative 1  Busy 2  Out of Office 3 STEP 3: In If Yes tab, click Add an action  and select Set up automatic reply . Enter your message in Internal Reply Message and External Reply Message box. Save your template.

  I am receiving lot of change requests from my Customers - Microsoft Form. Creating and tracking each task becomes difficult. Prideema's PRO-TIP Traditionally, you might use advance tracking tools to do so and might end up paying lot for such tools. Assigning tasks to your team members is an extra effort.So if you have Office 365 in your PC, you can automatically create a task and assign it to your team members as soon as you receive response. Pre-requisites Microsoft Form as Customer Change request form Microsoft Planner to assign tasks STEP 1: Open Microsoft flow, and click  New > Automated-from blank .  Select "When a new response is submitted" trigger. Choose your Microsoft form. STEP 2: Add action "Get Response Details". STEP 3: Add Action "Create Task". Enter details like Group ID and Plan ID . Click Save .