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Just last month, we released our Annual Work Trend Index to better understand how work has changed over the past two years. With rising staff shortages and increasing costs from security breaches, it is time to review the business case for modernizing your endpoint management.
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Skip to main content. Microsoft Blog. Search the M site Submit. Previous slide Next slide. Introducing Microsoft Defender: A new Microsoft online security app for you and your family We are excited to announce the general availability of Microsoft Defender for individuals—a new security app designed to keep individuals…. Build collaborative apps with Microsoft Teams This year at Microsoft Build , we are sharing several enhancements and new capabilities for developers building collaborative apps for….
Microsoft Viva Goals brings purpose and alignment to the employee experience Today, we are excited to announce Microsoft Viva Goals, a new module for business goal setting and management, is now….
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The Excel ribbon now has a POWER PIVOT tab.. Add a relationship using Diagram View in Power Pivot. The Excel workbook includes a table called replace.me imported Hosts by copying it and pasting it into Excel, then formatted the data as a table. To add the Hosts table to the Data Model, we need to establish a relationship. Let’s use Power Pivot to visually represent the . Important: Before you can use Power Query in Excel , you must activate it: click File > Options > Add-Ins. In the Manage section at the bottom, choose the COM Add-ins option from the drop-down list, then click Go. Click the Power Query check box, then OK. The Power Query ribbon should appear automatically, but if it doesn’t, close and. Microsoft Rewards ; Free downloads & security; Education; Virtual workshops and training; Gift cards; OneNote for Microsoft OneNote OneNote for Windows 10 OneNote OneNote OneNote replace.me More Less. Quick start. Intro to OneNote. Take notes. Format notes. Start quickly with the most recent versions of Word, Excel, PowerPoint, Outlook, OneNote and OneDrive —combining the familiarity of Office and the unique Mac features you love. Work online or offline, on your own or with others in real time—whatever . Jun 13, · How Microsoft is equipping manufacturing workers with the tools of the future Across the manufacturing industry, pressure continues to rise as organizations and their workforces balance unpredictable supply chains, complex regulatory and compliance requirements, advanced security threats, and heightened competition.
When using this rule, make sure that your messages have been sent before you shut down your computer. Multiple Contact Groups that are similar should use the same rule and be filed in the same folder. Any messages that you must read should go directly into your Inbox. The To-Do Bar is the panel on the right side of Outlook. It shows you a calendar, your upcoming appointments, and your unified task list, which contains:.
Show favorite contacts. The default arrangement for tasks is by Due Date, but you might consider changing the arrangement to Start Date, depending upon how you use flags. If you want to see the tasks that you have pushed out for next week on Monday, arrange by Start Date. If you want to see tasks on the day that they are due, arrange by Due Date. If you receive a lot of messages or are easily distracted by the notification sound that plays for incoming messages, we recommend turning off the following options:.
The new mail pop-up alerts. To change these settings, select the File button, select Options , and then select Mail. Categories in Outlook allow you to manage items in many different ways.
There are three main types of categories that we recommend creating:. For example, they can help you more easily identify what you can do now and help you group similar tasks so that you can do them all at once. Each of your direct reports and your manager for items that you want to review the next time you meet for example, a category named Manager.
Each of the major locations or types of activities that you do, so that you can perform bulk actions a useful part of managing your tasks , for example:. Commute for tasks that you can do on the way home from work. Email for tasks that involve email messages, meetings, or any other aspect of Outlook. Meeting for items that you need in order to prepare for a meeting. Offline for tasks that take you away from the computer, such as making a copy of a document.
Online for tasks that you can accomplish only online or through a Web browser. Read for tasks that involve just reading — not responding. Waiting for messages or tasks for which you are awaiting a response, but there is no explicit next action for you. Note: Using the symbol makes the categories stand out in your category list. Marking before certain categories helps to keep these categories at the top of your category list and reminds you of where you should be when you are performing this task for example, Phone is “at the phone”.
Each important topic or project so that you can easily find messages on a given topic — especially if there is no word in the body or subject of the message that would make it appear in a search. You can apply multiple categories to a single item — as opposed to filing, where items can live in only one folder at a time. For example, an important message that you want to discuss with your manager before you respond might be categorized with both the Email category and the Manager category.
As you will see, categories help messages and tasks stand out in your To-Do Bar, make searching more efficient, and help you get ready for meetings.
Note: Be very careful about categorizing your outgoing messages — your recipients might be able to see your categories. Quick Steps give you the ability to perform multiple actions in one click.
They are a useful tool to help you keep a clean inbox and to generally be more efficient at using Outlook. Any time you find yourself repeatedly doing the same steps in Outlook, try creating a Quick Step.
For more information, see Automate common or repetitive tasks with Quick Steps :. In addition to Quick Steps listed above, depending upon your job and your general day to day activities, you might want to create the following types of Quick Steps:.
You categorize many of your messages before you file them to help you find them later. Create one per category you use often. You are flagging things for different dates, such as Tomorrow, This Week, etc. Create one per flag you use often. You use a few categories to help you understand what context your tasks are. Example: Read: Flags for tomorrow, categorizes with Read category.
You receive some messages from Contact Groups in your Inbox due to rules, inadvertently. Example: You have a rule to file all messages from Contact Group foo into a folder, unless it has the word bar anywhere in the body.
After you start creating Quick Steps, you will find that there might be other ways that you can optimize the number of clicks required to get something done. Whenever you find yourself doing the same thing repeatedly, try creating a Quick Step. And as projects change, update your Quick Steps so that they are only the things you really do. Once you set up your system, you are ready to begin managing incoming messages. By making your Inbox the central place for receiving important messages, you can go through it with the confidence that each item is something you need to deal with.
If you need to do it, but it takes longer than two minutes including reading , defer hold off on it. If you need it as reference even if you have decided to defer it , move it into your reference folder.
The goal is to reduce the number of times you touch each message. If you never want to receive another message as part of this conversation, ignore it. For example, many messages can be responded to in two minutes or less. But if a message takes longer than two minutes to deal with, defer it. To get a sense of what two minutes feels like, try timing yourself.
File it in one of your reference folders for example, 1-Reference using a Quick Step. To keep a record of the things that you have done, especially for the purposes of reflection around the time of annual reviews or for preparing reports, use the Done Quick Step, which also marks messages as completed. Sometimes you receive a message that is really meant for someone else to deal with. In these cases, reply and include the person you’re delegating the message to on the To line.
If you find you’re doing this often, consider creating a Quick Step that replies and adds the delegated person to the To line. If you want to follow up later, flag it for yourself before sending. In your To-Do Bar, mark the task with the Waiting category. If you will need to refer to the message more than once and you want easy access to it, drag it to the Later group in the To-Do Bar. If you find that you are repeatedly applying the same categories and flags, create a new Quick Step that flags, categorizes, and files.
Once an item has been flagged, it will appear in the To-Do Bar. By flagging it and filing it into your reference folder, you have processed it, and now you can move it out of your view. Change the name of the task by selecting it in the To-Do Bar or right clicking on it and selecting Rename Task.
You can also add a category to help you see at a glance where your next action is. A quick glance at your To-Do Bar with categorized tasks lets you know what is immediately actionable Office , which tasks you are waiting on other people for Waiting , and what you will be meeting about Meeting. After you process your messages, you can tackle your task list. This is when you respond to those messages that you have deferred. A good example is a message with instructions. File these messages in your reference folder 1-Reference by selecting your Reference Quick Step.
Adding a category will make the message easier to find later if you need it for example, Project. Do this before filing with your Quick Step. After you finish processing your messages, you should have a clean Inbox and can switch your focus to your calendar and tasks. This includes:. As you review your calendar and your task list, be realistic about what you can accomplish. Sometimes that means saying no. Here are some ways to gain back time by saying no:. Send messages to let people know that you are working on a response and make sure to flag it for yourself on send.
The reality is that if you have a day filled with meetings, you have less time to complete tasks and write messages, so move tasks to other days. As you go through your calendar and tasks, inevitably you will start thinking of more things you need to do. Here are some ways to create tasks in Outlook:. If you are in a meeting, take notes in OneNote. Flagged items in OneNote appear in the Outlook task list. Add tasks as they come to you by typing in the Type a new task box in the To-Do Bar or in the top of Task list, in a blank space in the Daily Task List, or by selecting New Task in the ribbon.
Clean out tasks that you don’t need to do. For flagged messages that you want to keep, select Remove from List , otherwise, just Delete. Make tasks more actionable by changing the task subject of a flagged message. To change the task subject, select the item in the To-Do Bar and type a new subject or right click, and then select Rename Task.
Only the subject you see in your task list changes. Create and assign color categories to help you identify where you need to be to take the next step and to make some tasks stand out. Rearrange your tasks to group together similar tasks, such as tasks with the same category.
To move a task, select the task in the task list and drag it. In this way, you can work on similar tasks together. For tasks that will take some time, drag the tasks onto the calendar to set aside time to get these tasks done. The process of managing your task list shouldn’t take over your life! As part of good time management, you need time to deal with your messages, manage your appointments and tasks, and reflect on what you have to do. You can schedule this time for yourself with regular appointments and meetings on your calendar.
Your calendar should be treated as your real plan for your time — if you have scheduled it, then that is what you are committed to doing at that time.
Deal with your messages. Setting aside time to deal with messages is especially important if you receive a lot of messages. Even if you have rules set up so that only the important messages appear in your Inbox, you still need time to deal with those messages. Tip: When processing and reading your messages, remove visual clutter by minimizing the Navigation Pane and To-Do Bar by selecting the Reading button in the status bar.
To go back to everything open, select Normal just to the left of Reading. Do a daily and weekly review of your tasks and appointments. Look at your calendar and tasks, and evaluate your appointments and tasks against your priorities. If you have a busy calendar, this is the time for:.
Reflecting on what you’re doing, whether it’s a valuable use of your time, and whether you’re setting the right priorities. Meet regularly with your manager.
Regular meetings with your manager can help you explain what you are working on and reset priorities where needed. To set up a regular or recurring meeting, select Recurrence. Looking at the whole picture of your time and your tasks will help you to prioritize important work over less urgent tasks.
Reviewing your past week and upcoming week is also a useful way to help you prepare for a weekly meeting with your manager or help you prepare a status email message.
After you have processed your messages, the best place to do work in Outlook reply to messages and so on is in Tasks. As you go through your task list and your calendar, do similar tasks together. For example, if you have only a few minutes, make all of your phone calls if you have just a few. Tackle energy-intensive tasks for some, that might be responding to messages when you have more energy.
Deal with your low-energy tasks, such as reading status messages, later in the day or whenever your energy is lower. By “bulk processing” your tasks, you will make progress on all of your projects simultaneously. To do this, select the Arranged By heading, and then select Categories. Note: If you have tasks that are blocking other people from getting their work done, do those tasks first.
As you finish your tasks, mark them complete. Outlook keeps the list of your completed tasks automatically. This can be a useful summary of what you’ve accomplished. If you don’t need to keep a record of the task or the message, delete it or clear the flag.
If you have a lot of work to do, consider going offline to stem the tide of incoming message distractions. When you switch between working online and offline, all email accounts within your Outlook profile are changed. If you want to find a message from a particular person, select the Search box in any folder, and then on the Search tab, select From.
Or, start by typing the name in the Search box, and then press the down arrow key to select From to narrow the results.
To find a message with an attachment, select the Search box and on the Search tab, select Has Attachments. All search terms are additive, so if you want to find a message from someone with attachments, select the commands on the ribbon From , Has Attachments to build your search.
In these cases, start by searching in any folder Inbox , 1-Reference , etc. If you suspect that what you are looking for might be in an accepted meeting request and therefore is on your calendar , try selecting All Outlook Items. If you find that you are often performing searches across your whole mailbox, you can set the default search scope to always search across all folders by going to the Backstage view.
Once you have found the item that you are looking for and are ready to move on to your next task, select the close icon next to the Instant Search box or on the Search tab, in the Close group, select Close Search.
Make your subject descriptive and action-oriented. Bold people’s names when asking questions. Use a signature when appropriate, but keep your signature simple, short, professional, and if possible, free of graphics.
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Your Gospel Team is a gospel choir, the first one in Switzerland, specialized in the animation of the weddings, concerts, In the formula bar, type the following DAX formula and press Enter. Sort the column in ascending order.
The Medals table in Power Pivot now looks like the following screen. Notice many values are repeated in the Medals table EditionID field. What is unique in the Medals table is each awarded medal. The unique identifier for each record in the Medals table, and its designated primary key, is the MedalKey field.
The next step is to create a relationship between Hosts and Medals. Create a relationship using calculated columns. You can also switch between Grid view and Diagram view using the buttons at the bottom of the PowerView window, as shown in the following screen.
Expand Hosts so you can view all of its fields. We created the EditionID column to act as the Hosts table primary key unique, non-repeated field , and created an EditionID column in the Medals table to enable establishment of a relationship between them. We need to find them both, and create a relationship. Power Pivot provides a Find feature on the ribbon, so you can search your Data Model for corresponding fields.
Position the Hosts table so that it is next to Medals. Power Pivot creates a relationship between the tables based on the EditionID column, and draws a line between the two columns, indicating the relationship. In this section, you learned a new technique for adding new columns, created a calculated column using DAX, and used that column to establish a new relationship between tables.
You can also use the associated data to create additional PivotTables, PivotCharts, Power View reports, and much more. Most Data Models include data that is inherently hierarchical. Common examples include calendar data, geographical data, and product categories. Creating hierarchies within Power Pivot is useful because you can drag one item to a report — the hierarchy — instead of having to assemble and order the same fields over and over.
The Olympics data is also hierarchical. For each sport, there is one or more associated disciplines sometimes there are many. And for each discipline, there is one or more events again, sometimes there are many events in each discipline.
The following image illustrates the hierarchy. You then use these hierarchies to see how hierarchies make organizing data easy in PivotTables and, in a subsequent tutorial, in Power View.
Create a Sport hierarchy. In Power Pivot, switch to Diagram View. Expand the Events table so that you can more easily see all of its fields. Press and hold Ctrl, and click the Sport, Discipline, and Event fields. With those three fields selected, right-click and select Create Hierarchy. A parent hierarchy node, Hierarchy 1 , is created at the bottom of the table, and the selected columns are copied under the hierarchy as child nodes.
Verify that Sport appears first in the hierarchy, then Discipline, then Event. Double-click the title, Hierarchy1 , and type SDE to rename your new hierarchy. You now have a hierarchy that includes Sport, Discipline and Event. Your Events table now looks like the following screen. Create a Location hierarchy. Still in Diagram View in Power Pivot, select the Hosts table and click the Create Hierarchy button in the table header, as shown in the following screen.
An empty hierarchy parent node appears at the bottom of the table. There are many ways to add columns to a hierarchy. Choose Locations. Ensure that your hierarchy child nodes are in order. If your child nodes are out of order, simply drag them into the appropriate ordering in the hierarchy. Your table should look like the following screen. Your Data Model now has hierarchies that can be put to good use in reports. In the next section, you learn how these hierarchies can make your report creation faster, and more consistent.
Now that we have a Sports hierarchy and Locations hierarchy, we can add them to PivotTables or Power View, and quickly get results that include useful groupings of data. Prior to creating hierarchies, you had to add individual fields to the PivotTable, and arrange those fields how you wanted them to be viewed.
In this section you use the hierarchies created in the previous section to quickly refine your PivotTable. Then, you create the same PivotTable view using the individual fields in the hierarchy, just so you can compare using hierarchies to using individual fields. Make sure the PivotTable is selected which is now quite small, so you can choose cell A1 to make sure your PivotTable is selected. Your nearly empty PivotTable should look like the following screen. Just by dragging those two hierarchies, your PivotTable is populated with a lot of data, all of which is arranged in the hierarchy you defined in the previous steps.
Your screen should look like the following screen. In the PivotTable, click the arrow in Row Labels, click Select All to remove all selections, then click the boxes beside the first ten Sports. Your PivotTable now looks like the following screen. You can expand any of those Sports in the PivotTable, which is the top level of the SDE hierarchy, and see information in the next level down in the hierarchy discipline. If a lower level in the hierarchy exists for that discipline, you can expand the discipline to see its events.
You can do the same for the Location hierarchy, the top level of which is Season, which shows up as Summer and Winter in the PivotTable.
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The error occurs on systems with only Office installed. To resolve this error, download the following resources to ensure that you can proceed with the data sources you are trying to access. Microsoft Access Database Engine Redistributable. Access Database Engine Service Pack 1. In the Access Web dialog box, click a credentials option, and provide authentication values.
Power Query will analyze the web page, and load the Navigator pane in Table View. If you know which table you want to connect to, then click it from the list. For this example, we chose the Results table. Otherwise, you can switch to the Web View and pick the appropriate table manually. In this case, we’ve selected the Results table.
Click Load , and Power Query will load the web data you selected into Excel. Windows : This is the default selection. In the next dialog box, select from Default or Custom , Windows , or Database connection options, enter your credentials, then press Connect. In the Navigator pane, select the tables or queries that you want to connect to, then press Load or Edit. In the Browse dialog box, browse for or type a file URL to import or link to a file.
Follow the steps in the Navigator dialog to connect to the table or query of your choice. After the connection succeeds, you will be able to use the Navigator pane to browse and preview the collections of items in the XML file in a tabular form.
Save Data Connection File and Finish. In the Select the database that contains the data you want pane, select a database, then click Next. To connect to a specific cube in the database, make sure that Connect to a specific cube or table is selected, and then select a cube from the list.
In the Import Data dialog box, under Select how you want to view this data in your workbook , do one of the following:. To store the selected connection in the workbook for later use, click Only Create Connection. This check box ensures that the connection is used by formulas that contain Cube functions that you create and that you don’t want to create a PivotTable report. To place the PivotTable report in an existing worksheet, select Existing worksheet , and then type the cell reference of the first cell in the range of cells where you want to locate the PivotTable report.
You can also click Collapse Dialog to temporarily hide the dialog box, select the beginning cell on the worksheet that you want to use, and then press Expand Dialog. To place the PivotTable report in a new worksheet starting at cell A1, click New worksheet. To verify or change connection properties, click Properties , make the necessary changes in the Connection Properties dialog box, and then click OK.
You can either use Power Query or the Data Connection wizard. In the Access SharePoint dialog box that appears next, select a credentials option:. In the Navigator dialog, select the Database and tables or queries you want to connect to, then press Load or Edit.
In the Active Directory Domain dialog box for your domain, click Use my current credentials , or Use alternate credentials. For Use alternate credentials authentication, enter your Username and Password. After the connection succeeds, you can use the Navigator pane to browse all the domains available within your Active Directory, and drill down into Active Directory information including Users, Accounts, and Computers.
See: Which version of Office am I using? If you aren’t signed in using the Microsoft Work or School account you use to access CDS for Apps, click Sign in and enter the account username and password. If the data is good to be imported as is, then select the Load option, otherwise choose the Edit option to open the Power Query Editor. Note: The Power Query Editor gives you multiple options to modify the data returned. For instance, you might want to import fewer columns than your source data contains.
Note: If you need to retrieve your storage access key, browse to the Microsoft Azure Portal , select your storage account, and then click on the Manage Access Key icon on the bottom of the page. Click on the copy icon to the right of the primary key, and then paste the value in the Account Key box. Note: If you need to retrieve your key, return to the Microsoft Azure Portal , select your storage account, and click on the Manage Access Key icon on the bottom of the page. Click on the copy icon to the right of the primary key and paste the value into the wizard.
Click Load to load the selected table, or click Edit to perform additional data filters and transformations before loading it. The following sections provide steps for using Power Query to connect to your data sources – web pages, text files, databases, online services, and Excel files, tables, and ranges.
Make sure you have downloaded, installed, and activated the Power Query Add-In. For Use alternate credenitals authentication, enter your Username and Password.
Power Query is not available in Excel However, you can still connect to external data sources. Step 1: Create a connection with another workbook. Near the bottom of the Existing Connections dialog box, click Browse for More. In the Select Table dialog box, select a table worksheet , and click OK.
You can rename a table by clicking on the Properties button. You can also add a description. Click Existing Connections , choose the table, and click Open. In the Import Data dialog box, choose where to put the data in your workbook and whether to view the data as a Table , PivotTable , or PivotChart.
In the Select Data Source dialog box, browse to the Access database. In the Select Table dialog box, select the tables or queries you want to use, and click OK. You can click Finish , or click Next to change details for the connection. In the Import Data dialog box, choose where to put the data in your workbook and whether to view the data as a table, PivotTable report, or PivotChart. Click the Properties button to set advanced properties for the connection, such as options for refreshing the connected data.
Optionally, you can add the data to the Data Model so that you can combine your data with other tables or data from other sources, create relationships between tables, and do much more than you can with a basic PivotTable report. Then, in the Import Text File dialog box, double-click the text file that you want to import, and the Text Import Wizard dialog will open.
Original data type If items in the text file are separated by tabs, colons, semicolons, spaces, or other characters, select Delimited. If all of the items in each column are the same length, select Fixed width.
Start import at row Type or select a row number to specify the first row of the data that you want to import. File origin Select the character set that is used in the text file. In most cases, you can leave this setting at its default. If you know that the text file was created by using a different character set than the character set that you are using on your computer, you should change this setting to match that character set.
For example, if your computer is set to use character set Cyrillic, Windows , but you know that the file was produced by using character set Western European, Windows , you should set File Origin to Preview of file This box displays the text as it will appear when it is separated into columns on the worksheet. Delimiters Select the character that separates values in your text file.
If the character is not listed, select the Other check box, and then type the character in the box that contains the cursor. These options are not available if your data type is Fixed width.
Treat consecutive delimiters as one Select this check box if your data contains a delimiter of more than one character between data fields or if your data contains multiple custom delimiters.
Text qualifier Select the character that encloses values in your text file. When Excel encounters the text qualifier character, all of the text that follows that character and precedes the next occurrence of that character is imported as one value, even if the text contains a delimiter character.
For example, if the delimiter is a comma , and the text qualifier is a quotation mark ” , “Dallas, Texas” is imported into one cell as Dallas, Texas. If no character or the apostrophe ‘ is specified as the text qualifier, “Dallas, Texas” is imported into two adjacent cells as “Dallas and Texas”. If the delimiter character occurs between text qualifiers, Excel omits the qualifiers in the imported value.
If no delimiter character occurs between text qualifiers, Excel includes the qualifier character in the imported value. Hence, “Dallas Texas” using the quotation mark text qualifier is imported into one cell as “Dallas Texas”. Data preview Review the text in this box to verify that the text will be separated into columns on the worksheet as you want it. Data preview Set field widths in this section.
Click the preview window to set a column break, which is represented by a vertical line. Double-click a column break to remove it, or drag a column break to move it. Specify the type of decimal and thousands separators that are used in the text file.
When the data is imported into Excel, the separators will match those that are specified for your location in Regional and Language Options or Regional Settings Windows Control Panel.
Column data format Click the data format of the column that is selected in the Data preview section. If you do not want to import the selected column, click Do not import column skip. After you select a data format option for the selected column, the column heading under Data preview displays the format. If you select Date , select a date format in the Date box. Choose the data format that closely matches the preview data so that Excel can convert the imported data correctly.
To convert a column of all currency number characters to the Excel Currency format, select General. To convert a column of all number characters to the Excel Text format, select Text. To convert a column of all date characters, each date in the order of year, month, and day, to the Excel Date format, select Date , and then select the date type of YMD in the Date box.
Excel will import the column as General if the conversion could yield unintended results. If the column contains a mix of formats, such as alphabetical and numeric characters, Excel converts the column to General. If, in a column of dates, each date is in the order of year, month, and date, and you select Date along with a date type of MDY , Excel converts the column to General format. A column that contains date characters must closely match an Excel built-in date or custom date formats.
If Excel does not convert a column to the format that you want, you can convert the data after you import it. Convert numbers stored as text to numbers. Convert dates stored as text to dates. TEXT function.
VALUE function. When you have selected the options you want, click Finish to open the Import Data dialog and choose where to place your data. Set these options to control how the data import process runs, including what data connection properties to use and what file and range to populate with the imported data.
The options under Select how you want to view this data in your workbook are only available if you have a Data Model prepared and select the option to add this import to that model see the third item in this list. If you choose Existing Worksheet , click a cell in the sheet to place the first cell of imported data, or click and drag to select a range.
If you have a Data Model in place, click Add this data to the Data Model to include this import in the model. For more information, see Create a Data Model in Excel. Note that selecting this option unlocks the options under Select how you want to view this data in your workbook. Click Properties to set any External Data Range properties you want. For more information, see Manage external data ranges and their properties. In the New Web Query dialog box, enter the address of the web page you want to query in the Address box, and then click Go.
In the web page, click the little yellow box with a red arrow next to each table you want to query. None The web data will be imported as plain text. No formatting will be imported, and only link text will be imported from any hyperlinks. Rich text formatting only The web data will be imported as rich text, but only link text will be imported from any hyperlinks.
This option only applies if the preceding option is selected. If this option is selected, delimiters that don’t have any text between them will be considered one delimiter during the import process.
If not selected, the data is imported in blocks of contiguous rows so that header rows will be recognized as such. If selected, dates are imported as text. SQL Server is a full-featured, relational database program that is designed for enterprise-wide data solutions that require optimum performance, availability, scalability, and security.
Strong password: Y6dh! Weak password: house1. Passwords should be 8 or more characters in length. Under Select the database that contains the data you want , select a database. Under Connect to a specific table , select a specific table or view. Alternatively, you can clear the Connect to a specific table check box, so that other users who use this connection file will be prompted for the list of tables and views. Optionally, in the File Name box, revise the suggested file name.
Click Browse to change the default file location My Data Sources. Optionally, type a description of the file, a friendly name, and common search words in the Description , Friendly Name , and Search Keywords boxes. To ensure that the connection file is always used when the data is updated, click the Always attempt to use this file to refresh this data check box.
This check box ensures that updates to the connection file will always be used by all workbooks that use that connection file. To specify how the external data source of a PivotTable report is accessed if the workbook is saved to Excel Services and is opened by using Excel Services, click Authentication Settings , and then select one of the following options to log on to the data source:. Windows Authentication Select this option to use the Windows user name and password of the current user.
This is the most secure method, but it can affect performance when many users are connected to the server. A site administrator can configure a Windows SharePoint Services site to use a Single Sign On database in which a user name and password can be stored. This method can be the most efficient when many users are connected to the server.
None Select this option to save the user name and password in the connection file. Security Note: Avoid saving logon information when connecting to data sources. Note: The authentication setting is used only by Excel Services, and not by Excel.
Under Select how you want to view this data in your workbook , do one of the following:. To place the data in an existing worksheet, select Existing worksheet , and then type the name of the first cell in the range of cells where you want to locate the data. Alternatively, click Collapse Dialog to temporarily collapse the dialog box, select the beginning cell on the worksheet, and then click Expand Dialog.
To place the data in a new worksheet starting at cell A1, click New worksheet. Optionally, you can change the connection properties and also change the connection file by clicking Properties , making your changes in the Connection Properties dialog box, and then clicking OK. If you are a developer, there are several approaches within Excel that you can take to import data:. You can use Visual Basic for Applications to gain access to an external data source.
You can also define a connection string in your code that specifies the connection information. Using a connection string is useful, for example, when you want to avoid requiring system administrators or users to first create a connection file, or to simplify the installation of your application. The SQL. You can install the add-in from Office. Power Query for Excel Help.
Import data from database using native database query. Use multiple tables to create a PivotTable. If your presentation has visuals that are purely decorative, you can mark them as such without needing to write any alt text. When a screen reader finds such an image, it simply announces they are decorative, so the user knows they are not missing any information.
Select a visual. Select the Mark as decorative check box. The text entry field becomes grayed out. The following procedures describe how to add alt text to visuals in your PowerPoint presentations in Office To make your presentations accessible to wider audiences, add alt texts to the images in your slides.
PowerPoint does not automatically generate alt texts. Tip: You can also select Generate a description for me to have Microsoft’s cloud-powered intelligent services create a description for you. This takes a moment, after which you see the result in the text entry field. Remember to delete any comments PowerPoint added there, for example, “Description generated with high confidence.
Tip: Include the most important information in the first line, and be as concise as possible. Use the following procedure to add alt text to shapes, including shapes within a SmartArt graphic. The following procedures describe how to make the hyperlinks, text, and tables in your PowerPoint presentations accessible.
Select Hyperlink. The text you selected displays in the Text to Display box. This is the hyperlink text. For example, this hyperlink text matches the title on the destination page: Templates and Themes for Office Online. Use one of the included accessible templates to make sure that your slide design, colors, contrast, and fonts are accessible for all audiences. In the Search all templates text field, type accessible templates and press Return. On the Table Design tab, select the Header Row check box.
See Title a slide for related information. To restore all placeholders for the selected slide, on the Home tab, select Reset. Point the mouse at the border of the Title placeholder box so that the pointer becomes a four-headed move pointer. Use the Selection Pane to set the order in which the screen readers read the slide contents.
When the screen reader reads this slide, it reads the objects in the reverse of the order they are listed in the Selection Pane. In the Selection Pane , to change the reading order, drag and drop items to the new location.
PowerPoint has built-in slide designs that contain placeholders for text, videos, pictures, and more. To make sure that your slides are accessible, the built-in layouts are designed so that the reading order is the same for people who see and people who use technology such as screen readers. In the thumbnail pane, locate the place where you want to add the new slide, and then right-click.
On the Design tab, expand the themes gallery, and select the slide layout that you want. PowerPoint automatically applies this layout to the new slide. Closed captions or subtitles must be encoded into the video before it is inserted into PowerPoint. PowerPoint does not support closed captions or subtitles that are stored in a separate file from the video file.
Videos include an audio track with video descriptions, if needed, for users that are blind or visually impaired. Videos that include dialogue also include closed captions, in-band closed captions, open captions, or subtitles in a supported format for users that are deaf or hard of hearing. In the alt text, briefly describe the image and mention the existence of the text and its intent. Add alt text to images, tables, and shapes. The text in your presentations should be readable in High Contrast mode so that everyone, including people with visual disabilities, can see it well.
Avoid using all capital letters, and excessive italics or underlines. To open the related tab, for example, the Picture tab, tap the Show Ribbon button. Tap Alt Text and type a description for the element. For example, describe the content of the image. If your visuals are purely decorative and add visual interest but aren’t informative, you can mark them as such without needing to write any alt text.
Examples of objects that should be marked as decorative are stylistic borders. To open the related tab, for example, the Picture tab, select the Show Ribbon button. Select the Mark as decorative toggle button, and then select Done. Use one of the included slide Themes to make sure that your slide design is accessible.
Most of the themes are designed for accessible colors, contrast, and fonts. To open the Home tab, tap the Show Ribbon button. To open the Table tab, tap the Show Ribbon button. In alt text, briefly describe the image and mention the existence of the text and its intent.
Add alt text to tables. The following procedures describe how to add alt text to visuals and tables in your PowerPoint presentations. To open the Picture tab, tap the Show Commands button. To open the Shape tab, tap the Show Commands button. To open the Table tab, tap the Show Commands button.
To open the formatting menu for the visual, tap the Show Commands button. To open the Home tab, tap the Show Commands button. Each operating system has settings you can use to adjust how the closed captions or subtitles are displayed. The following table includes key best practices for creating PowerPoint for the web presentations that are accessible to people with disabilities. Visual content includes pictures, SmartArt graphics, shapes, groups, embedded objects, and videos. Add alt text to shapes or embedded videos.
Add hyperlink text. Change the text of a hyperlink. Circle or use animation to highlight information, rather than relying on laser pointers or color. Add shapes if color is used to indicate status. The text in your presentations should be readable so that everyone, including people with visual disabilities, can see it well. Use the Accessibility Checker to find slides that don’t have titles. People who use screen readers and other assistive technology hear slide text, shapes, and content read back in a specific order.
Use a logical reading order. To ensure that tables don’t contain split cells, merged cells, or nested tables use the Accessibility Checker. Note: The Accessibility Checker inspects your presentation for all issues that can be fixed in the browser. For a complete inspection, open your presentation in the desktop app and use the desktop Accessibility Checker for Windows or Mac. The following procedures describe how to add alt text to images and tables in your PowerPoint for the web presentations.
The following procedures describe how to make the hyperlinks and tables in your PowerPoint for the web presentations accessible. Select the text to which you want to add the hyperlink, right-click, and select Link. The text you selected displays in the Display text box. In the Display text box, edit the text you want to appear for the hyperlink. The following procedures describe how to make the slides in your PowerPoint for the web presentations accessible.
Use one of the included accessible themes and templates to make sure that your slide design, colors, contrast, and fonts are accessible for all audiences. In your browser, go to Accessible PowerPoint template sampler. On the Accessible PowerPoint template page, select Download. The template sampler is downloaded to your device. Open PowerPoint for the web in your browser, open the selected design, and create your presentation. In the Slide Layout dialog box, select a slide layout that includes title placeholders, and then select Change Layout.
The new layout is applied to the slides. In the PowerPoint desktop version, you can use the Selection pane to turn visibility on or off for titles and other objects on a slide. Improve accessibility with the Accessibility Checker. Microsoft wants to provide the best possible experience for all our customers. If you have a disability or questions related to accessibility, please contact the Microsoft Disability Answer Desk for technical assistance.
The Disability Answer Desk support team is trained in using many popular assistive technologies and can offer assistance in English, Spanish, French, and American Sign Language. Please go to the Microsoft Disability Answer Desk site to find out the contact details for your region. If you are a government, commercial, or enterprise user, please contact the enterprise Disability Answer Desk.
Office Accessibility. Make your PowerPoint presentations accessible to people with disabilities. In this topic Best practices for making PowerPoint presentations accessible Check accessibility while you work Create accessible slides Avoid using tables Add alt text to visuals Create accessible hyperlink text and add ScreenTips Use accessible font format and color Use captions, subtitles, and alternative audio tracks in videos Save your presentation in a different format Test accessibility with a screen reader Best practices for making PowerPoint presentations accessible The following table includes key best practices for creating PowerPoint presentations that are accessible to people with disabilities.
What to fix How to find it Why fix it How to fix it Include alternative text with all visuals. Add alt text to visuals Make sure slide contents can be read in the order that you intend.
Try navigating your slides with a screen reader. Set the reading order of slide contents Use built-in slide designs for inclusive reading order, colors, and more Add meaningful and accurate hyperlink text and ScreenTips.
Tips: In the Alt Text pane, spelling errors are marked with a red squiggly line under the word. Mac: Best practices for making PowerPoint presentations accessible The following table includes key best practices for creating PowerPoint presentations that are accessible to people with disabilities.
Add alt text to visuals in Microsoft Add alt text to visuals in Office Add alt text to visuals in Office Make sure slide contents can be read in the order that you intend. Set the reading order of slide contents When creating a new slide, use the built-in slide designs.
Use built-in slide designs for inclusive reading order Add meaningful hyperlink text and ScreenTips. Notes: For audio and video content, in addition to alt text, include closed captioning for people who are deaf or have limited hearing. What to fix Why fix it How to fix it Include alternative text with all visuals and tables.
Visual content includes pictures, shapes, charts, embedded objects, ink, and videos. Add alt text to images, tables, and shapes Ensure that color is not the only means of conveying information. Use an accessible slide design Use sufficient contrast for text and background colors. Use an accessible slide design Use a simple table structure for data only, and specify column header information.
Use table headers Use a larger font size 18pt or larger , sans serif fonts, and sufficient white space. Use an accessible slide design Format text for accessibility Make videos accessible to visually impaired and hearing-impaired users Subtitles typically contain a transcription or translation of the dialogue. Select the element, for example, an image.
Mark visuals as decorative If your visuals are purely decorative and add visual interest but aren’t informative, you can mark them as such without needing to write any alt text.
Select the visual, for example, a picture or chart. Select Alt Text. Use an accessible slide design Use one of the included slide Themes to make sure that your slide design is accessible. Select a slide. Tap Themes and then select the theme you want. Use table headers Position the cursor anywhere in a table. Tap Style Options and then select Header Row. In your table, type the column headings. Format text for accessibility Select your text. On the Home tab, select your text formatting options.
Use captions, subtitles, and alternative audio tracks in videos PowerPoint supports the playback of video with multiple audio tracks. To make your PowerPoint presentations with videos accessible, ensure the following: Videos include an audio track with video descriptions, if needed, for users that are blind or visually impaired. See also Rules for the Accessibility Checker Everything you need to know to write effective alt text Make your Word documents accessible to people with disabilities Make your Excel documents accessible to people with disabilities Make your Outlook email accessible to people with disabilities Closed Caption file types supported by PowerPoint.
Android: Best practices for making PowerPoint presentations accessible The following table includes key best practices for creating PowerPoint presentations that are accessible to people with disabilities. What to fix Why fix it How to fix it Include alternative text with all images, shapes, and tables.
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This topic gives you step-by-step instructions and best practices for making your PowerPoint presentations accessible and unlock your content to everyone, including people with disabilities. PowerPoint has many features built-in that help people with different abilities to read and author documents.
In this topic, you learn, for example, how to work with the Accessibility Checker to tackle accessibility issues while you’re creating your presentation. You’ll also learn how to add alt texts to images so that people using screen readers are able to listen to what the image is all about.
You can also read about how to use slide design, fonts, colors, and styles to maximize the inclusiveness of your slides before you share or present them to your audience. Best practices for making PowerPoint presentations accessible. Check accessibility while you work. Create accessible slides.
Avoid using tables. Add alt text to visuals. Create accessible hyperlink text and add ScreenTips. Use accessible font format and color. Use captions, subtitles, and alternative audio tracks in videos. Save your presentation in a different format.
Test accessibility with a screen reader. The following table includes key best practices for creating PowerPoint presentations that are accessible to people with disabilities. To find missing alternative text, use the Accessibility Checker. Use the Accessibility Checker to find slides that have possible problems with reading order. A screen reader reads the elements of a slide in the order they were added to the slide, which might be very different from the order in which things appear.
Set the reading order of slide contents. Use built-in slide designs for inclusive reading order, colors, and more. To determine whether hyperlink text makes sense as standalone information, visually scan the slides in your presentation. Tip: You can also add ScreenTips that appear when your cursor hovers over text or images that include a hyperlink. Turn on the Color filter switch, and then select Grayscale. Visually scan each slide in your presentation for instances of color-coding.
People who are blind, have low vision, or are colorblind might miss out on the meaning conveyed by particular colors. Use an accessible presentation template.
To find insufficient color contrast, use the Accessibility Checker. Strong contrast between text and background makes it easier for people with low vision or colorblindness to see and use the content.
Use accessible font color. To find slides that do not have titles, use the Accessibility Checker. People who are blind, have low vision, or a reading disability rely on slide titles to navigate. For example, by skimming or using a screen reader, they can quickly scan through a list of slide titles and go right to the slide they want. Give every slide a title. Hide a slide title. If you must use tables, create a simple table structure for data only, and specify column header information.
To ensure that tables don’t contain split cells, merged cells, or nested tables, use the Accessibility Checker. Use table headers. To find potential issues related to fonts or white space, review your slides for areas that look crowded or illegible. Make videos accessible to people who are blind or have low vision or people who are deaf or hard-of-hearing. Subtitles typically contain a transcription or translation of the dialogue.
Closed captions typically also describe audio cues such as music or sound effects that occur off-screen. Video description means audio-narrated descriptions of a video’s key visual elements.
These descriptions are inserted into natural pauses in the program’s dialogue. Video description makes video more accessible to people who are blind or have low vision. Include accessibility tags to PDF files you create from your presentation. The tags make it possible for screen readers and other assistive technologies to read and navigate a document.
Top of Page. The Accessibility Checker is a tool that reviews your content and flags accessibility issues it comes across. It explains why each issue might be a potential problem for someone with a disability. The Accessibility Checker also suggests how you can resolve the issues that appear. In PowerPoint, the Accessibility Checker runs automatically in the background when you’re creating a document.
If the Accessibility Checker detects accessibility issues, you will get a reminder in the status bar. The Accessibility pane opens, and you can now review and fix accessibility issues. For more info, go to Improve accessibility with the Accessibility Checker. Tip: Use the Accessibility Reminder add-in for Office to notify authors and contributors of accessibility issues in their documents. With the add-in, you can quickly add reminder comments that spread awareness of accessibility issues and encourage the use of the Accessibility Checker.
For more info, go to Use the Accessibility Reminder to notify authors of accessibility issues. The following procedures describe how to make the slides in your PowerPoint presentations accessible. For more info, go to Video: Create accessible slides and Video: Design slides for people with dyslexia. Use one of the accessible PowerPoint templates to make sure that your slide design, colors, contrast, and fonts are accessible for all audiences.
They are also designed so that screen readers can more easily read the slide content. In the Search for Online templates and themes text field, type accessible templates and press Enter. One simple step towards inclusivity is having a unique, descriptive title on each slide, even if it isn’t visible.
A person with a visual disability that uses a screen reader relies on the slide titles to know which slide is which. Use the Accessibility ribbon to make sure every slide has a title. For instructions, go to Title a slide and expand the “Use the Accessibility ribbon to title a slide” section. You can position a title off the slide.
That way, the slide has a title for accessibility, but you save space on the slide for other content. For instructions, go to Title a slide and expand the “Put a title on a slide, but make the title invisible” section.
If you want all or many of your slide titles to be hidden, you can modify the slide master. For instructions, go to Title a slide and expand the “Systematically hide slide titles” section.
If you’ve moved or edited a placeholder on a slide, you can reset the slide to its original design. All formatting for example, fonts, colors, effects go back to what has been assigned in the template. Restoring the design might also help you find title placeholders which need a unique title. To restore all placeholders for the selected slide, on the Home tab, in the Slides group, select Reset.
Some people with visual disabilities use a screen reader to read the information on the slide. When you create slides, putting the objects in a logical reading order is crucial for screen reader users to understand the slide. Use the Accessibility Checker and the Reading Order pane to set the order in which the screen readers read the slide contents. When the screen reader reads the slide, it reads the objects in the order they are listed in the Reading Order pane. For the step-by-step instructions how to set the reading order, go to Make slides easier to read by using the Reading Order pane.
PowerPoint has built-in, predesigned slide designs that contain placeholders for text, videos, pictures, and more. They also contain all the formatting, such as theme colors, fonts, and effects. To make sure that your slides are accessible, the built-in layouts are designed so that the reading order is the same for people who use assistive technologies such as screen readers and people who see.
For more info, go to Video: Use accessible colors and styles in slides. Expand the Themes gallery and select the slide layout that you want. PowerPoint automatically applies this layout to the presentation. In general, avoid tables if possible and present the data another way, like paragraphs with headings.
Tables with fixed width might prove difficult to read for people who use Magnifier, because such tables force the content to a specific size. This makes the font very small, which forces Magnifier users to scroll horizontally, especially on mobile devices. If you have to use tables, use the following guidelines to make sure your table is as accessible as possible:.
If you have hyperlinks in your table, edit the link texts, so they make sense and don’t break mid-sentence. Make sure the slide content is easily read with Magnifier. Screen readers keep track of their location in a table by counting table cells. Blank cells in a table could also mislead someone using a screen reader into thinking that there is nothing more in the table. Use a simple table structure for data only and specify column header information. Screen readers also use header information to identify rows and columns.
Visual content includes pictures, SmartArt graphics, shapes, groups, charts, embedded objects, ink, and videos. In alt text, briefly describe the image, its intent, and what is important about the image.
Corporate-level messages with important news for example, from the CEO and messages from your IT department about server downtime should not go into a folder. Messages to a Contact Group that only occasionally contain useful or interesting content, regardless of frequency, should have a rule and a folder. If you subscribe to several RSS Feeds, treat them like another distribution list. If your corporate policy dictates that you have multiple folders for each type of item, follow that policy.
As time goes on, you will likely receive more and more messages. Rather, just read the messages that are important for you to read. Rules will help you prioritize important messages and minimize distractions. Two days from now or the last day of the work week, whichever comes first.
With the default settings, on Monday, this is Wednesday; on Tuesday, this is Thursday. This action will delete old tasks and remove the flag from flagged messages and contacts without deleting the items. Delete all of the categories that you don’t plan to use. The same category set applies to all items, so if you use a category for contacts, keep it. When creating color categories, be thoughtful in your color choices. Over time, you will be able to look at your task list and determine just by color whether the task is presently actionable.
For example, if Home is purple, and you are at work, you can’t do any purple tasks. If you have a busy calendar, this might be the only way you can get dedicated time to do your job. It also helps you to make a commitment to doing work — if you put it on your calendar, you should be committed to doing that work at that time. If someone schedules over your work time, make sure to reschedule your time. Don’t cheat yourself!
If you have more than 20 items in your Inbox, process the last week of messages and then select the remaining messages and move them to your 1-Reference folder. Yes, you can do this, and it will feel great. If you feel overwhelmed by messages, you are probably receiving more than you can possibly handle, and you might need to set up more aggressive rules. Try analyzing where your messages are coming from by arranging your messages by From and then collapse all of the headers. Are you reading Contact Groups that you don’t need to read?
If so, create a rule. If you change your view, don’t forget to change it back! If you are short on time, for example, between meetings, you can read the messages in blue — messages sent directly to you. Often these messages are waiting on you for the next step and are the most important.
For many of us, reading messages is nearly an addiction. Spend 20 minutes in the morning going through your messages, and then turn your attention to doing a daily review of your task list.
Then get on with your day! Limiting the time you spend reading messages to once in the morning and once at the end of the day could significantly improve your productivity. Try it for a full week and see for yourself. Some tasks require more room for planning. For these tasks, use OneNote. For example, if you are planning a project with multiple steps, nested tasks, and so on, OneNote is a more appropriate tool.
If you just want to remember a few related tasks, list them in the body of the task. If there are related messages, drag them into the task. If possible, keep your personal and business tasks in one place. Keeping one list reduces the number of places that you need to look for what needs to be done.
Even if you already have only one list, use categories to sort your personal from business tasks and manage your list effectively. Your personal tasks will be stored on your company’s Exchange Server and could be visible to your IT department, so only put appropriate personal tasks on your list. Keeping tasks in your head doesn’t work.
You can stop spending brain power reminding yourself of your tasks “Okay, remember to send John a message about the templates, send John a message about the templates…” and focus on the activity at hand. You can have easy access to a set of messages on a particular topic for a meeting.
As you receive messages on that topic, mark them with the category. When you meet, mark complete on the messages that you have discussed. There are many excellent books and philosophies of time management from the following sources:. Lifehacker Tips and downloads for getting things done. Outlook Outlook Outlook Outlook More Note: Quick Steps only apply to messages.
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Submit feedback. Thank you for your feedback! Marks the message as read. Moves it to your 1-Reference folder. Moves it to your 2-Personal folder. Marks the message as completed. For reference messages that you have responded to or otherwise dealt with. Flags the message as a task for Today Moves it to your 1-Reference folder. Categorizes the message. Flags the message. Creates a forward to a specific person Moves it to your 1-Reference folder.
Create a task with attachment Delete message. Moves it to your Contact Group folder or to a specific Contact Group folder. In alt text of such images, mention the existence of the text and its intent. PowerPoint for PC in Microsoft automatically generates alt texts for photos, stock images, and the PowerPoint icons by using intelligent services in the cloud. Always check the autogenerated alt texts to make sure they convey the right message.
If necessary, edit the text. For charts, SmartArt, screenshots, or shapes, you need to add the alt texts manually. For the step-by-step instructions on how to add or edit alt text, go to Add alternative text to a shape, picture, chart, SmartArt graphic, or other object and Video: Improve image accessibility in PowerPoint. In the Alt Text pane, spelling errors are marked with a red squiggly line under the word. To correct the spelling, right-click the word and select from the suggested alternatives.
In the Alt Text pane, you can also select Generate a description for me to have Microsoft cloud-powered intelligent services create a description for you.
You see the result in the alt text field. Remember to delete any comments PowerPoint added there, for example, “Description automatically generated. Note: For audio and video content, in addition to alt text, include closed captioning for people who are deaf or have limited hearing.
People who use screen readers sometimes scan a list of links. Links should convey clear and accurate information about the destination. For example, avoid using link texts such as “Click here,” “See this page,” Go here,” or “Learn more.
You can also add ScreenTips that appear when your cursor hovers over text or images that include a hyperlink. For example, this hyperlink text matches the title on the destination page: Create more with Microsoft templates. For the step-by-step instructions on how to create hyperlinks and ScreenTips, go to Add a hyperlink to a slide. An accessible font doesn’t exclude or slow down the reading speed of anyone reading a slide, including people with low vision or reading disability or people who are blind.
The right font improves the legibility and readability of the text in the presentation. For the step-by-step instructions on how to change fonts in PowerPoint go to Change the fonts in a presentation or Change the default font in PowerPoint. To reduce the reading load, select familiar sans serif fonts such as Arial or Calibri. Avoid using all capital letters and excessive italics or underlines. A person with a vision disability might miss out on the meaning conveyed by particular colors.
For headings, consider adding bold or using a larger font. The text in your presentation should be readable in a high contrast mode. For example, use bright colors or high-contrast color schemes on opposite ends of the color spectrum. White and black schemes make it easier for people who are colorblind to distinguish text and shapes. Use the pre-designed Office Themes to make sure that your slide design is accessible.
For instructions, go to Use an accessible presentation template or Use built-in slide designs for inclusive reading order, colors, and more. Use the Accessibility Checker to analyze the presentation and find insufficient color contrast. It finds insufficient color contrast in text with or without highlights or hyperlinks in shapes, tables, or SmartArt with solid opaque colors.
It does not find insufficient color contrast in other cases such as text in a transparent text box or placeholder on top of the slide background, or color contrast issues in non-textual content. PowerPoint supports the playback of video with multiple audio tracks. It also supports closed captions and subtitles that are embedded in video files. Currently, only PowerPoint for Windows supports insertion and playback of closed captions or subtitles that are stored in files separate from the video.
For all other editions of PowerPoint such as PowerPoint for macOS or the mobile editions , closed captions or subtitles must be encoded into the video before they are inserted into PowerPoint.
Supported video formats for captions and subtitles vary depending on the operating system that you’re using. Each operating system has settings to adjust how the closed captions or subtitles are displayed. For more information, see Closed Caption file types supported by PowerPoint.
Closed captions, subtitles, and alternative audio tracks are not preserved when you use the Compress Media or Optimize Media Compatibility features. Also, when turning your presentation into a video , closed captions, subtitles, or alternative audio tracks in the embedded videos are not included in the video that is saved. When you use the Save Media as command on a selected video, closed captions, subtitles, and multiple audio tracks embedded in the video are preserved in the video file that is saved.
Videos include an audio track with video descriptions, if needed, for users who are blind or have low vision. Videos that include dialogue also include closed captions, in-band closed captions, open captions, or subtitles in a supported format for users that are deaf or hard-of-hearing. For more information, refer to Add closed captions or subtitles to media in PowerPoint.
You can save your presentation in a format that can be easily read by a screen reader or be ported to a Braille reader. Before converting a presentation into another format, make sure you run the Accessibility Checker and fix all reported issues.
When your presentation is ready and you’ve run the Accessibility Checker to make sure it is inclusive, you can try navigating the slides using a screen reader, for example, Narrator. Narrator comes with Windows, so there’s no need to install anything. This is one additional way to spot issues in the navigation order, for example. Press the Tab key to navigate the elements within the slide and fix the navigation order if needed. To move the focus away from the slide content, press Esc or F6.
Rules for the Accessibility Checker. Everything you need to know to write effective alt text. Use the Accessibility Reminder to notify authors of accessibility issues. Make your Word documents accessible to people with disabilities. Make your Excel documents accessible to people with disabilities. Make your Outlook email accessible to people with disabilities. Closed Caption file types supported by PowerPoint. If you must use an image with text in it, repeat that text in the presentation.
In the alternative text, briefly describe the image and mention the existence of the text and its intent.
Add alt text to visuals in Microsoft Add alt text to visuals in Office When someone who can see reads a slide, they usually read things, such as text or a picture, in the order the elements appear on the slide. In contrast, a screen reader reads the elements of a slide in the order they were added to the slide, which might be very different from the order in which things appear.
To make sure everyone reads the contents in the order you intend, it’s important to check the reading order. PowerPoint contains built-in slide layouts that you can apply to any slide.
When you use them with a new slide, these layouts automatically make sure that the reading order works for everyone. Use built-in slide designs for inclusive reading order. To determine whether hyperlink text makes sense as standalone information and whether it gives readers accurate information about the destination target, visually scan the slides in your presentation. For example, instead of linking to the text Click here , include the full title of the destination page.
You can even use the URL of the page if it’s short and descriptive, for example, www. Add hyperlink text and ScreenTips. Visually scan the slides in your presentation. Use an accessible slide design. Use strong contrast between text and background, so people with low vision can see and use the content. Use dark text on a white or off-white background, or reverse it and use white text on a dark background.
White and black schemes also make it easier for people who are colorblind to distinguish text and shapes. LinkedIn Learning. Learn the basics Get going quickly and easily with Microsoft video training.
Quick Starts Get up to speed in no time with these popular guides. Collaborate Do your best work together. With Microsoft , you can collaborate with anyone, anywhere. Office for the web training Learn how to stay productive in Office from any browser with these brand new courses.
Does not apply to delegates. Create and read items and files, create subfolders, and modify and delete items and files that you create. Create items and files only. The contents of the folder do not appear. You can create custom permissions by selecting the appropriate check boxes and options under Permissions. You can create additional calendar folders and these folders can be renamed or deleted. This section includes instructions to share calendar folders that you create.
In Calendar , in the Navigation Pane, right-click the calendar folder that you want to share. In addition, if you want to, grant permissions to the recipient to change your calendar items by selecting the Recipient can add, edit, and delete items in this Calendar check box. In Calendar , in the Navigation Pane, right-click the calendar folder for which you want to change permissions.
Note: If you are using the Navigation Pane in Minimized view, in the Navigation Pane, click , click Navigation Pane , right-click the calendar for which you want to change permissions, and then click Change Sharing Permissions. Revoke or change access permissions for everyone.
Under Permissions , in the Permission Level list, click None to revoke permissions or any of the other options to change permissions. Revoke or change permissions for one person. On the Permissions tab, in the Name box, click the name of the person whose access permissions you want to change. Similar to having an assistant help you manage your incoming paper mail, you can use Microsoft Outlook to allow another person, known as a delegate, to receive and respond to meeting requests or responses and to send e-mail messages on your behalf.
You can also grant additional permissions that allow your delegate to read, create, or have full control over items in your Exchange mailbox. Delegate Access is a more advanced feature than just sharing your Outlook folders. If you want to grant additional permissions, such as allowing a delegate the ability to create e-mail messages or respond to meeting requests on your behalf, you must use Delegate Access.
As the manager, your mail must be delivered to your mailbox on the Exchange server, not to a Personal Folders file.
On the Tools menu, click Options , and then click the Delegates tab. In the Type name or select from list box, enter the name of the delegate to whom you want to grant permissions.
The permissions you select will apply to all of the delegates. Click Add , click OK , and then click a type of permission for each Outlook folder to which you want the delegate to have access. If you want your delegate to see items that you have marked private, select the Delegate can see my private items check box. In this section:. Save a calendar as an iCalendar file. Publish a calendar to a Web server. Save a calendar as a Web page. Send your calendar via e-mail. Type a name for the iCalendar file in the File name text box.
This should be an easy to recognize and meaningful name for you and your recipients. A summary of the calendar name, date range, and detail level appears next to More Options. If you are satisfied with this summary, proceed to step 8, otherwise continue with step 4.
From the Date Range list, choose the amount of calendar data to include in the iCalendar file, or click Specify dates to enter a custom date range. Note: If you choose a large date range or select Whole calendar , you might create a large iCalendar file.
From the Detail list, choose the amount of detail to show the recipients. By default, the Availability only option is selected.
None of the options include your items marked private unless you change the privacy option in Advanced options.
The existence of private items will be included, but no further information will be shared. Include attachments within calendar items This option requires Detail to be set to Full Details. All attachments on calendar items, such as spreadsheets, are included. Note: This might increase the size of the iCalendar file significantly.
If your calendar contains no items, a dialog box appears to provide you with a chance to cancel saving the iCalendar file. You can publish and share your calendars with others by publishing them to a WebDAV server.
This is useful if you want to share calendars and availability information with others, but do not use a software application such as Exchange. In Calendar , in the Navigation Pane, right-click the calendar that you want to share.
Next to Time Span , select the number of days for which you want to share your calendar. Next to Detail , click the arrow and choose the amount of detail to share.
NET Framework from here. Select your PDF file, and then click Open. The Navigator dialog box opens your PDF and displays available tables. For more information about advanced connector options, see PDF. You can import data from several files having a similar schema and format from a folder. Then, you can append the data into one table. In the Browse dialog box, locate the folder, and then select Open. For detailed steps, see Import data from a folder with multiple files.
For more information about advanced connector options, see Folder. You can import data from several files having a similar schema and format from a SharePoint library. In the SharePoint Folder dialog box, enter the root URL for the SharePoint site not including any reference to a library, and then navigate to the library.
For more information about advanced connector options, see SharePoint folder. Optionally, you can specify a Database Name as well. If you want to import data using a native database query, specify your query in the SQL Statement box. Windows This is the default selection. Select this if you want to connect using Windows authentication. After you select this, specify a user name and password to connect to your SQL Server instance. By default, the Encrypt connection check box is selected to signify that Power Query connects to your database using an encrypted connection.
If you do not want to connect using an encrypted connection, clear this check box, and then click Connect. If a connection to your SQL Server is not established using an encrypted connection, Power Query prompts you to connect using an unencrypted connection.
Click OK in the message to connect using an unencrypted connection. For more information about advanced connector options, see SQL Server database. In the Import Data dialog box, browse for and locate the Access database file. Select the file, and then select Open. The Navigator dialog box appears. If you have many tables and queries, use the Search box to locate an object or use the Display Options along with the Refresh button to filter the list.
For more information about advanced connector options, see Access database. Note When you use a workbook connected to a SQL Server Analysis Services database, you may need additional information to answer specific product questions, such as reference information about multidimensional expressions MDX , or configuration procedures for an online analytical processing OLAP server. The first page of the Data Connection Wizard appears.
Its title is Connect to Database Server. Tip: If you know the name of the offline cube file that you want to connect to, you can type the complete file path, file name, and extension. Under Log on credentials , do one of the following, then click Next :. To use your current Windows user name and password, click Use Windows Authentication. To enter a database user name and password, click Use the following User Name and Password , and then type your user name and password in the corresponding User Name and Password boxes.
Use strong passwords that combine uppercase and lowercase letters, numbers, and symbols. Weak passwords don’t mix these elements. For example, Y6dh! Passwords should contain 8 or more characters. A pass phrase that uses 14 or more characters is better. It is critical that you remember your password. If you forget your password, Microsoft cannot retrieve it. Store the passwords that you write down in a secure place away from the information that they help protect.
Select Next to go to the second wizard screen. Its title is Select Database and Table. To connect to a specific cube file in the database, make sure that Connect to a specific cube or table is selected, and then select a cube from the list. In the Select the database that contains the data you want box, select a database, and then click Next.
Click Next to go to the third wizard screen. Click Browse to change the default file location of My Data Sources , or check for existing file names. In the Description , Friendly Name , and Search Keywords boxes, type a description of the file, a friendly name, and common search words all are optional. To ensure that the connection file is used when the PivotTable is refreshed, click Always attempt to use this file to refresh this data.
Selecting this check box ensures that updates to the connection file will always be used by all workbooks that use that connection file. You can specify how a PivotTable is accessed if the workbook is saved to Excel Services and is opened by using Excel Services. If you want to ensure that the same data is accessed whether you open the workbook in Excel or Excel Services, make sure that the authentication setting in Excel is the same.
Select Authentication Settings , and select one of the following options to log on to the data source:. Windows Authentication Select this option to use the Windows username and password of the current user. This is the most secure method, but it can affect performance when there are many users.
A site administrator can configure a SharePoint site to use a Single Sign On database where a username and password can be stored. This method can be the most efficient when there are many users. None Select this option to save the username and password in the connection file.
Important: Avoid saving logon information when connecting to data sources. This information may be stored as plain text, and a malicious user could access the information to compromise the security of the data source. Select Finish to close the Data Connection Wizard. Decide how you want to import the data, and then select OK.
For more information about using this dialog box, select the question mark? You can connect to a specific offline cube file if it has been created on the database server. You can also import data into Excel as either a Table or a PivotTable report. In the Navigator pane select the database, and then select the cube or tables you want to connect. Click Load to load the selected table into a worksheet, or click Edit to perform additional data filters and transformations in the Power Query Editor before loading it.
Note: Before you can connect to an Oracle database using Power Query , you need the Oracle client software v8. If you want to import data using native database query, specify your query in the SQL Statement box. For more information, see Import data from database using Native Database Query. For more information about advanced connector options, see Oracle Database. Select the driver that matches your Power Query installation bit or bit. For more information, see Import data from a database using Native Database Query.
For more information about advanced connector options, see MySQL database. Select the driver that matches your Office version bit or bit. For more information, see Which version of Office am I using? Also make sure you have the provider registered in the machine configuration that matches the most recent. NET version on your device. For more information about advanced connector options, see PostgreSQL.
Select the driver that matches your Excel installation bit or bit. By default, the Encrypt connection check box is selected so that Power Query connects to your database using a simple encrypted connection. Note: Before you can connect to a Teradata database, you need the. This feature is only available in Excel for Windows if you have Office or later, or a Microsoft subscription. If you are a Microsoft subscriber, make sure you have the latest version of Office. You will need an SAP account to login to the website and download the drivers.
If you are unsure, contact the SAP administrator in your organization. The server name should follow the format ServerName:Port. Optionally, if you want to import data using native database query, Select Advanced options and in the SQL Statement box enter the query. Azure SQL Database is a high-performing, fully managed, scalable relational database built for the cloud and used for mission-critical applications.
For more information about advanced connector options, see Azure SQL database. Azure Synapse Analytics combines big data tools and relational queries by using Apache Spark to connect to Azure data services and the Power Platform. You can load millions of rows in no time.
Regardless of your server setup or organization size, this document will be useful to you. For IT administrators. Sentences prefaced with the Microsoft Office logo are references to other Office products, such as Microsoft OneNote, and Microsoft SharePoint Server. Sentences that mention AutoArchive and Outlook Data Files .pst) are marked with an icon of a folder and file. Modern workplace training. Learn how to get more work done, from anywhere on any device with Microsoft and Windows Discover how industry professionals leverage Microsoft to communicate, collaborate, and improve productivity across the team and organization. All classifieds – Veux-Veux-Pas, free classified ads Website. Come and visit our site, already thousands of classified ads await you What are you waiting for? It’s easy to use, no lengthy sign-ups, and % free! If you have many products or ads, create your own online store (e-commerce shop) and conveniently group all your classified ads in your shop! Webmasters, . The Excel ribbon now has a POWER PIVOT tab.. Add a relationship using Diagram View in Power Pivot. The Excel workbook includes a table called replace.me imported Hosts by copying it and pasting it into Excel, then formatted the data as a table. To add the Hosts table to the Data Model, we need to establish a relationship. Let’s use Power Pivot to visually represent the .
Each of your direct reports and your manager for items that you want to review the next time you meet for example, a category named Manager. Each of the major locations or types of activities that you do, so that you can perform bulk actions a useful part of managing your tasks , for example:. Commute for tasks that you can do on the way home from work. Email for tasks that involve email messages, meetings, or any other aspect of Outlook.
Meeting for items that you need in order to prepare for a meeting. Offline for tasks that take you away from the computer, such as making a copy of a document. Online for tasks that you can accomplish only online or through a Web browser. Read for tasks that involve just reading — not responding. Waiting for messages or tasks for which you are awaiting a response, but there is no explicit next action for you. Note: Using the symbol makes the categories stand out in your category list.
Marking before certain categories helps to keep these categories at the top of your category list and reminds you of where you should be when you are performing this task for example, Phone is “at the phone”.
Each important topic or project so that you can easily find messages on a given topic — especially if there is no word in the body or subject of the message that would make it appear in a search. You can apply multiple categories to a single item — as opposed to filing, where items can live in only one folder at a time.
For example, an important message that you want to discuss with your manager before you respond might be categorized with both the Email category and the Manager category. As you will see, categories help messages and tasks stand out in your To-Do Bar, make searching more efficient, and help you get ready for meetings. Note: Be very careful about categorizing your outgoing messages — your recipients might be able to see your categories.
Quick Steps give you the ability to perform multiple actions in one click. They are a useful tool to help you keep a clean inbox and to generally be more efficient at using Outlook.
Any time you find yourself repeatedly doing the same steps in Outlook, try creating a Quick Step. For more information, see Automate common or repetitive tasks with Quick Steps :. In addition to Quick Steps listed above, depending upon your job and your general day to day activities, you might want to create the following types of Quick Steps:. You categorize many of your messages before you file them to help you find them later. Create one per category you use often. You are flagging things for different dates, such as Tomorrow, This Week, etc.
Create one per flag you use often. You use a few categories to help you understand what context your tasks are. Example: Read: Flags for tomorrow, categorizes with Read category. You receive some messages from Contact Groups in your Inbox due to rules, inadvertently.
Example: You have a rule to file all messages from Contact Group foo into a folder, unless it has the word bar anywhere in the body. After you start creating Quick Steps, you will find that there might be other ways that you can optimize the number of clicks required to get something done. Whenever you find yourself doing the same thing repeatedly, try creating a Quick Step.
And as projects change, update your Quick Steps so that they are only the things you really do. Once you set up your system, you are ready to begin managing incoming messages. By making your Inbox the central place for receiving important messages, you can go through it with the confidence that each item is something you need to deal with.
If you need to do it, but it takes longer than two minutes including reading , defer hold off on it. If you need it as reference even if you have decided to defer it , move it into your reference folder. The goal is to reduce the number of times you touch each message.
If you never want to receive another message as part of this conversation, ignore it. For example, many messages can be responded to in two minutes or less. But if a message takes longer than two minutes to deal with, defer it. To get a sense of what two minutes feels like, try timing yourself. File it in one of your reference folders for example, 1-Reference using a Quick Step. To keep a record of the things that you have done, especially for the purposes of reflection around the time of annual reviews or for preparing reports, use the Done Quick Step, which also marks messages as completed.
Sometimes you receive a message that is really meant for someone else to deal with. In these cases, reply and include the person you’re delegating the message to on the To line. If you find you’re doing this often, consider creating a Quick Step that replies and adds the delegated person to the To line. If you want to follow up later, flag it for yourself before sending. In your To-Do Bar, mark the task with the Waiting category. If you will need to refer to the message more than once and you want easy access to it, drag it to the Later group in the To-Do Bar.
If you find that you are repeatedly applying the same categories and flags, create a new Quick Step that flags, categorizes, and files. Once an item has been flagged, it will appear in the To-Do Bar. By flagging it and filing it into your reference folder, you have processed it, and now you can move it out of your view.
Change the name of the task by selecting it in the To-Do Bar or right clicking on it and selecting Rename Task. You can also add a category to help you see at a glance where your next action is. A quick glance at your To-Do Bar with categorized tasks lets you know what is immediately actionable Office , which tasks you are waiting on other people for Waiting , and what you will be meeting about Meeting.
After you process your messages, you can tackle your task list. This is when you respond to those messages that you have deferred. A good example is a message with instructions. File these messages in your reference folder 1-Reference by selecting your Reference Quick Step. Adding a category will make the message easier to find later if you need it for example, Project.
Do this before filing with your Quick Step. After you finish processing your messages, you should have a clean Inbox and can switch your focus to your calendar and tasks. This includes:. As you review your calendar and your task list, be realistic about what you can accomplish. Sometimes that means saying no. Here are some ways to gain back time by saying no:. Send messages to let people know that you are working on a response and make sure to flag it for yourself on send.
The reality is that if you have a day filled with meetings, you have less time to complete tasks and write messages, so move tasks to other days. As you go through your calendar and tasks, inevitably you will start thinking of more things you need to do. Here are some ways to create tasks in Outlook:. If you are in a meeting, take notes in OneNote. Flagged items in OneNote appear in the Outlook task list. Add tasks as they come to you by typing in the Type a new task box in the To-Do Bar or in the top of Task list, in a blank space in the Daily Task List, or by selecting New Task in the ribbon.
Clean out tasks that you don’t need to do. For flagged messages that you want to keep, select Remove from List , otherwise, just Delete. Make tasks more actionable by changing the task subject of a flagged message. To change the task subject, select the item in the To-Do Bar and type a new subject or right click, and then select Rename Task.
Only the subject you see in your task list changes. Create and assign color categories to help you identify where you need to be to take the next step and to make some tasks stand out.
Rearrange your tasks to group together similar tasks, such as tasks with the same category. To move a task, select the task in the task list and drag it. In this way, you can work on similar tasks together. For tasks that will take some time, drag the tasks onto the calendar to set aside time to get these tasks done. The process of managing your task list shouldn’t take over your life! As part of good time management, you need time to deal with your messages, manage your appointments and tasks, and reflect on what you have to do.
You can schedule this time for yourself with regular appointments and meetings on your calendar. Your calendar should be treated as your real plan for your time — if you have scheduled it, then that is what you are committed to doing at that time. Deal with your messages. Setting aside time to deal with messages is especially important if you receive a lot of messages.
Even if you have rules set up so that only the important messages appear in your Inbox, you still need time to deal with those messages. Tip: When processing and reading your messages, remove visual clutter by minimizing the Navigation Pane and To-Do Bar by selecting the Reading button in the status bar.
To go back to everything open, select Normal just to the left of Reading. Do a daily and weekly review of your tasks and appointments. Look at your calendar and tasks, and evaluate your appointments and tasks against your priorities. If you have a busy calendar, this is the time for:. Reflecting on what you’re doing, whether it’s a valuable use of your time, and whether you’re setting the right priorities. Meet regularly with your manager.
Regular meetings with your manager can help you explain what you are working on and reset priorities where needed. To set up a regular or recurring meeting, select Recurrence. Looking at the whole picture of your time and your tasks will help you to prioritize important work over less urgent tasks.
Reviewing your past week and upcoming week is also a useful way to help you prepare for a weekly meeting with your manager or help you prepare a status email message. After you have processed your messages, the best place to do work in Outlook reply to messages and so on is in Tasks. As you go through your task list and your calendar, do similar tasks together. For example, if you have only a few minutes, make all of your phone calls if you have just a few.
Tackle energy-intensive tasks for some, that might be responding to messages when you have more energy. Deal with your low-energy tasks, such as reading status messages, later in the day or whenever your energy is lower. By “bulk processing” your tasks, you will make progress on all of your projects simultaneously. To do this, select the Arranged By heading, and then select Categories.
Note: If you have tasks that are blocking other people from getting their work done, do those tasks first. As you finish your tasks, mark them complete. Outlook keeps the list of your completed tasks automatically. This can be a useful summary of what you’ve accomplished. If you don’t need to keep a record of the task or the message, delete it or clear the flag. If you have a lot of work to do, consider going offline to stem the tide of incoming message distractions.
When you switch between working online and offline, all email accounts within your Outlook profile are changed. If you want to find a message from a particular person, select the Search box in any folder, and then on the Search tab, select From. Or, start by typing the name in the Search box, and then press the down arrow key to select From to narrow the results.
To find a message with an attachment, select the Search box and on the Search tab, select Has Attachments. All search terms are additive, so if you want to find a message from someone with attachments, select the commands on the ribbon From , Has Attachments to build your search.
In these cases, start by searching in any folder Inbox , 1-Reference , etc. If you suspect that what you are looking for might be in an accepted meeting request and therefore is on your calendar , try selecting All Outlook Items.
If you find that you are often performing searches across your whole mailbox, you can set the default search scope to always search across all folders by going to the Backstage view. Once you have found the item that you are looking for and are ready to move on to your next task, select the close icon next to the Instant Search box or on the Search tab, in the Close group, select Close Search.
Make your subject descriptive and action-oriented. Bold people’s names when asking questions. Use a signature when appropriate, but keep your signature simple, short, professional, and if possible, free of graphics. If you are on an email conversation that has more than ten messages without a resolution, consider setting up a meeting to discuss the issue.
With the message selected, on the Home tab, in the Respond group, select Meeting. Acknowledge messages that require a more extensive response. If you are too busy to respond with a full answer right away, let the sender know that you are looking into the issue and will respond by a certain time or date.
Flag it for yourself to do later. Use High Importance sparingly. If you are asking a question and there are several people who could respond, choose just one person rather than sending your question to a group. When you take these three steps, you know that your next action is to send another message or watch for a response.
Tip: Reminding yourself to send another message is often more effective than flagging the message for your recipient. Similarly, when you promise to do something in a message, flag it for yourself so that you have a task in your To-Do Bar to remind you. Don’t send a message when you are angry. Better to write it, save it to your drafts folder, and come back to it later. Don’t send a follow-up message less than a day after the first message. If you don’t hear back in a timely manner, try using the phone or a messaging app such as Microsoft Teams.
Don’t use read receipts or delivery receipts on every message you send. Use tab to select AutoComplete suggestions.
You can also just click the column while typing your formula, and Power Pivot inserts the column name into your formula. Values are populated for all the rows in the calculated column. Such fields are called a primary key. You can rename any column by double-clicking it, or by right-clicking the column and choosing Rename Column.
When completed, the Hosts table in Power Pivot looks like the following screen. The Hosts table is ready. Start by creating a new column in the Medals table, like we did for Hosts. Notice that Add Column is selected. This has the same effect as simply selecting Add Column. The Edition column in Medals has a different format than the Edition column in Hosts. Before we combine, or concatenate, the Edition column with the Season column to create the EditionID column, we need to create an intermediary field that gets Edition into the right format.
In the formula bar above the table, type the following DAX formula. When you finish building the formula, press Enter. Values are populated for all the rows in the calculated column, based on the formula you entered. Rename the column by right-clicking CalculatedColumn1 and selecting Rename Column.
Type Year, and then press Enter. When you created a new column, Power Pivot added another placeholder column called Add Column. In the formula bar, type the following DAX formula and press Enter. Sort the column in ascending order. The Medals table in Power Pivot now looks like the following screen. Notice many values are repeated in the Medals table EditionID field. What is unique in the Medals table is each awarded medal.
The unique identifier for each record in the Medals table, and its designated primary key, is the MedalKey field. The next step is to create a relationship between Hosts and Medals. Create a relationship using calculated columns. You can also switch between Grid view and Diagram view using the buttons at the bottom of the PowerView window, as shown in the following screen.
Expand Hosts so you can view all of its fields. We created the EditionID column to act as the Hosts table primary key unique, non-repeated field , and created an EditionID column in the Medals table to enable establishment of a relationship between them.
We need to find them both, and create a relationship. Power Pivot provides a Find feature on the ribbon, so you can search your Data Model for corresponding fields. Position the Hosts table so that it is next to Medals. Power Pivot creates a relationship between the tables based on the EditionID column, and draws a line between the two columns, indicating the relationship.
In this section, you learned a new technique for adding new columns, created a calculated column using DAX, and used that column to establish a new relationship between tables. You can also use the associated data to create additional PivotTables, PivotCharts, Power View reports, and much more.
Most Data Models include data that is inherently hierarchical. Common examples include calendar data, geographical data, and product categories. Creating hierarchies within Power Pivot is useful because you can drag one item to a report — the hierarchy — instead of having to assemble and order the same fields over and over. The Olympics data is also hierarchical. For each sport, there is one or more associated disciplines sometimes there are many. And for each discipline, there is one or more events again, sometimes there are many events in each discipline.
The following image illustrates the hierarchy. You then use these hierarchies to see how hierarchies make organizing data easy in PivotTables and, in a subsequent tutorial, in Power View. Create a Sport hierarchy. In Power Pivot, switch to Diagram View. Expand the Events table so that you can more easily see all of its fields.
Press and hold Ctrl, and click the Sport, Discipline, and Event fields. With those three fields selected, right-click and select Create Hierarchy.
A parent hierarchy node, Hierarchy 1 , is created at the bottom of the table, and the selected columns are copied under the hierarchy as child nodes. Verify that Sport appears first in the hierarchy, then Discipline, then Event.
Double-click the title, Hierarchy1 , and type SDE to rename your new hierarchy. You now have a hierarchy that includes Sport, Discipline and Event. Your Events table now looks like the following screen. Create a Location hierarchy.
Still in Diagram View in Power Pivot, select the Hosts table and click the Create Hierarchy button in the table header, as shown in the following screen.
An empty hierarchy parent node appears at the bottom of the table. There are many ways to add columns to a hierarchy. Choose Locations. For more information, see Azure Data Lake Storage. Azure Data Explorer is a fast and highly scalable data exploration service for log and telemetry data. It can handle large volumes of diverse data from any data source, such as websites, applications, IoT devices, and more.
For more information, see What is Azure Data Explorer. In the Azure Data Explorer Kusto dialog box, enter appropriate values. Each prompt provides helpful examples to walk you though the process. You can import Datasets from your organization with appropriate permission by selecting them from the Power BI Datasets pane, and then creating a PivotTable in a new worksheet.
The Power BI Datasets pane appears. If many Datasets are available, use the Search box. Select the arrow next to the box to display keyword filters for versions and environments to target your search. Select a Dataset and create a PivotTable in a new worksheet. Select the 2. As an alternative to 2.
For more information about advanced connector options, see SharePoint Online list. If you have many objects, use the Search box to locate an object or use he Display Options along with the Refresh button to filter the list. Select or clear the Skip files with errors checkbox at the bottom of the dialog box. If you select the Advanced option, you can append certain additional parameters to the query to control what data is returned.
If you aren’t signed in using the Microsoft Work or School account you use to access Dataverse for Apps, select Sign in and enter the account username and password.
The Salesforce Objects dialog box appears. Select either Production or Custom. If you select Custom , enter the URL of a custom instance. For more information about advanced connector options, see Salesforce Objects. Because Salesforce Reports has API limits retrieving only the first 2, rows for each report, consider using the Salesforce Objects connector to work around this limitation if needed.
The Salesforce Reports dialog box appears. For more information about advanced connector options, see Salesforce Reports. Make sure you have the latest version of the Adobe Analytics connector. Sign in with you Adobe Analytics Organizational account, and then select Connect.
For more information about advanced connector options, see Adobe Analytics. Select Advanced , and then In the Access Web dialog box, enter your credentials.
For more information about advanced connector options, see Web. Microsoft Query has been around a long time and is still popular. In many ways, it’s a progenitor of Power Query. For more information, see Use Microsoft Query to retrieve external data. By default, the most general URL is selected. Select Anonymous if the SharePoint Server does not require any credentials. Select Organizational account if the SharePoint Server requires organizational account credentials.
For more information about advanced connector options, see SharePoint list. Select Marketplace key if the OData feed requires a Marketplace account key. Click Organizational account if the OData feed requires federated access credentials. For Windows Live ID, log into your account. For more information about advanced connector options, see OData feed.
HDFS connects computer nodes within clusters over which data files are distributed and you can access these data files as one seamless file stream. Enter the name of the server in the Server box, and then select OK.
In the Active Directory Domain dialog box for your domain, select Use my current credentials , or select Use alternate credentials and then enter your Username and Password. After the connection succeeds, use the Navigator pane to browse all the domains available within your Active Directory, and then drill down into Active Directory information including Users, Accounts, and Computers. In the next dialog box, select from Default or Custom , Windows , or Database connection options, enter your credentials, and then select Connect.
In the Navigator pane, select the tables or queries that you want to connect to, then select Load or Edit. For more information about advanced connector options, see ODBC data source. In the Navigator dialog box, select the database, and tables or queries you want to connect to, and then select Load or Edit.
Important: Retirement of Facebook data connector notice Import and refresh data from Facebook in Excel will stop working in April, Note: If this is the first time you’ve connected to Facebook, you will be asked to provide credentials. Sign in using your Facebook account, and allow access to the Power Query application. You can turn off future prompts by clicking the Don’t warn me again for this connector option. Note: Your Facebook username is different from your login email.
Select a category to connect to from the Connection drop-down list. For example, select Friends to give you access to all information available in your Facebook Friends category. If necessary, click Sign in from the Access Facebook dialog, then enter your Facebook email or phone number, and password. You can check the option to remain logged in. Once signed in, click Connect. After the connection succeeds, you will be able to preview a table containing information about the selected category.
For instance, if you select the Friends category, Power Query renders a table containing your Facebook friends by name. You can create a blank query. You might want to enter data to try out some commands, or you can select the source data from Power Query:.
For more information, see Manage data source settings and permissions. This command is similar to the Get Data command on the Data tab of the Excel ribbon. This command is similar to the Recent Sources command on the Data tab of the Excel ribbon. When you merge two external data sources, you join two queries that create a relationship between two tables.
When you append two or more queries, the data is added to a query based on the names of the column headers in both tables. The queries are appended in the order in which they’re selected. For more information, see Append queries Power Query. You can use the Power Query add-in to connect to external data sources and perform advanced data analyses. The following sections provide steps for connecting to your data sources – web pages, text files, databases, online services, and Excel files, tables, and ranges.
Click the Power Query check box, then OK. The Power Query ribbon should appear automatically, but if it doesn’t, close and restart Excel. The following video shows the Query Editor window appearing after editing a query from an Excel workbook.
The following video shows one way to display the Query Editor. These automatic actions are equivalent to manually promoting a row and manually changing each column type. For example:. The following video shows the Query Editor window in Excel appearing after editing a query from an Excel workbook. If prompted, in the From Table dialog box, you can click the Range Selection button to select a specific range to use as a data source.
If the range of data has column headers, you can check My table has headers. The range header cells are used to set the column names for the query. Note: If your data range has been defined as a named range, or is in an Excel table, then Power Query will automatically sense the entire range and load it into the Query Editor for you.
Plain data will automatically be converted to a table when it is loaded into the Query Editor. You can use the Query Editor to write formulas for Power Query. You can also use the Query Editor to write formulas for Power Query. Note: While trying to import data from a legacy Excel file or an Access database in certain setups, you may encounter an error that the Microsoft Access Database Engine Microsoft.
The error occurs on systems with only Office installed. To resolve this error, download the following resources to ensure that you can proceed with the data sources you are trying to access.
Microsoft Access Database Engine Redistributable. Access Database Engine Service Pack 1. In the Access Web dialog box, click a credentials option, and provide authentication values. Power Query will analyze the web page, and load the Navigator pane in Table View.
If you know which table you want to connect to, then click it from the list. For this example, we chose the Results table. Otherwise, you can switch to the Web View and pick the appropriate table manually. In this case, we’ve selected the Results table. Click Load , and Power Query will load the web data you selected into Excel.
Windows : This is the default selection. In the next dialog box, select from Default or Custom , Windows , or Database connection options, enter your credentials, then press Connect. In the Navigator pane, select the tables or queries that you want to connect to, then press Load or Edit.
In the Browse dialog box, browse for or type a file URL to import or link to a file. Follow the steps in the Navigator dialog to connect to the table or query of your choice.
After the connection succeeds, you will be able to use the Navigator pane to browse and preview the collections of items in the XML file in a tabular form. Save Data Connection File and Finish. In the Select the database that contains the data you want pane, select a database, then click Next. To connect to a specific cube in the database, make sure that Connect to a specific cube or table is selected, and then select a cube from the list.
In the Import Data dialog box, under Select how you want to view this data in your workbook , do one of the following:. To store the selected connection in the workbook for later use, click Only Create Connection. This check box ensures that the connection is used by formulas that contain Cube functions that you create and that you don’t want to create a PivotTable report.
To place the PivotTable report in an existing worksheet, select Existing worksheet , and then type the cell reference of the first cell in the range of cells where you want to locate the PivotTable report.
You can also click Collapse Dialog to temporarily hide the dialog box, select the beginning cell on the worksheet that you want to use, and then press Expand Dialog. To place the PivotTable report in a new worksheet starting at cell A1, click New worksheet. To verify or change connection properties, click Properties , make the necessary changes in the Connection Properties dialog box, and then click OK.
You can either use Power Query or the Data Connection wizard. In the Access SharePoint dialog box that appears next, select a credentials option:. In the Navigator dialog, select the Database and tables or queries you want to connect to, then press Load or Edit. In the Active Directory Domain dialog box for your domain, click Use my current credentials , or Use alternate credentials.
For Use alternate credentials authentication, enter your Username and Password. After the connection succeeds, you can use the Navigator pane to browse all the domains available within your Active Directory, and drill down into Active Directory information including Users, Accounts, and Computers.
See: Which version of Office am I using? If you aren’t signed in using the Microsoft Work or School account you use to access CDS for Apps, click Sign in and enter the account username and password.
If the data is good to be imported as is, then select the Load option, otherwise choose the Edit option to open the Power Query Editor. Note: The Power Query Editor gives you multiple options to modify the data returned. For instance, you might want to import fewer columns than your source data contains. Note: If you need to retrieve your storage access key, browse to the Microsoft Azure Portal , select your storage account, and then click on the Manage Access Key icon on the bottom of the page.
Click on the copy icon to the right of the primary key, and then paste the value in the Account Key box. Note: If you need to retrieve your key, return to the Microsoft Azure Portal , select your storage account, and click on the Manage Access Key icon on the bottom of the page.
Click on the copy icon to the right of the primary key and paste the value into the wizard. Click Load to load the selected table, or click Edit to perform additional data filters and transformations before loading it.
The following sections provide steps for using Power Query to connect to your data sources – web pages, text files, databases, online services, and Excel files, tables, and ranges. Make sure you have downloaded, installed, and activated the Power Query Add-In. For Use alternate credenitals authentication, enter your Username and Password. Power Query is not available in Excel However, you can still connect to external data sources.
Step 1: Create a connection with another workbook. Near the bottom of the Existing Connections dialog box, click Browse for More. In the Select Table dialog box, select a table worksheet , and click OK. You can rename a table by clicking on the Properties button.
You can also add a description. Click Existing Connections , choose the table, and click Open. In the Import Data dialog box, choose where to put the data in your workbook and whether to view the data as a Table , PivotTable , or PivotChart. In the Select Data Source dialog box, browse to the Access database.
In the Select Table dialog box, select the tables or queries you want to use, and click OK. You can click Finish , or click Next to change details for the connection. In the Import Data dialog box, choose where to put the data in your workbook and whether to view the data as a table, PivotTable report, or PivotChart. Click the Properties button to set advanced properties for the connection, such as options for refreshing the connected data.
Optionally, you can add the data to the Data Model so that you can combine your data with other tables or data from other sources, create relationships between tables, and do much more than you can with a basic PivotTable report. Then, in the Import Text File dialog box, double-click the text file that you want to import, and the Text Import Wizard dialog will open.
Original data type If items in the text file are separated by tabs, colons, semicolons, spaces, or other characters, select Delimited. If all of the items in each column are the same length, select Fixed width. Start import at row Type or select a row number to specify the first row of the data that you want to import. File origin Select the character set that is used in the text file. In most cases, you can leave this setting at its default.
If you know that the text file was created by using a different character set than the character set that you are using on your computer, you should change this setting to match that character set. For example, if your computer is set to use character set Cyrillic, Windows , but you know that the file was produced by using character set Western European, Windows , you should set File Origin to
You can import data into Excel from a wide variety of data sources and the sections that follow show you how. For more information on what to do with your data once it’s imported, see How data journeys through Excel. You can create a query from an Excel table, named range, or dynamic array in the current workbook. Importing dynamic arrays requires a Microsoft subscription.
For more information on dynamic arrays, see Dynamic array formulas and spilled array behavior. If prompted, in the Create Table dialog box, you can select the Range Selection button to select a specific range to use as a data source. If the table or range of data has column headers, select My table has headers. The header cells are used to define the column names for the query.
For more information, see Import from an Excel Table. In the Excel Browse dialog box, browse for or type a path to the file that you want to query. For more information about advanced connector options, see Excel Workbook. The following procedure shows the basic steps. For more detailed coverage, see Import or export text. In the Comma-Separated Values Browse dialog box, browse for or type a path to the file that you want to query.
Note: If you are importing data from a CSV file, Power Query will automatically detect column delimiters including column names and types. For example, if you imported the example CSV file below, Power Query automatically uses the first row as the column names and changes each column data type.
The following procedure shows the basic steps of importing data. For more detailed coverage, see Import XML data. After the connection succeeds, use the Navigator pane to browse and preview the collections of items in the XML file in a tabular form.
For more information about advanced connector options, see XML. The Import Data dialog box appears. For more information about advanced connector options, see JSON. NET Framework 4. You can download the latest. NET Framework from here. Select your PDF file, and then click Open. The Navigator dialog box opens your PDF and displays available tables. For more information about advanced connector options, see PDF.
You can import data from several files having a similar schema and format from a folder. Then, you can append the data into one table. In the Browse dialog box, locate the folder, and then select Open.
For detailed steps, see Import data from a folder with multiple files. For more information about advanced connector options, see Folder. You can import data from several files having a similar schema and format from a SharePoint library.
In the SharePoint Folder dialog box, enter the root URL for the SharePoint site not including any reference to a library, and then navigate to the library.
For more information about advanced connector options, see SharePoint folder. Optionally, you can specify a Database Name as well. If you want to import data using a native database query, specify your query in the SQL Statement box. Windows This is the default selection. Select this if you want to connect using Windows authentication. After you select this, specify a user name and password to connect to your SQL Server instance.
By default, the Encrypt connection check box is selected to signify that Power Query connects to your database using an encrypted connection. If you do not want to connect using an encrypted connection, clear this check box, and then click Connect. If a connection to your SQL Server is not established using an encrypted connection, Power Query prompts you to connect using an unencrypted connection. Click OK in the message to connect using an unencrypted connection.
For more information about advanced connector options, see SQL Server database. In the Import Data dialog box, browse for and locate the Access database file. Select the file, and then select Open. The Navigator dialog box appears. If you have many tables and queries, use the Search box to locate an object or use the Display Options along with the Refresh button to filter the list.
For more information about advanced connector options, see Access database. Note When you use a workbook connected to a SQL Server Analysis Services database, you may need additional information to answer specific product questions, such as reference information about multidimensional expressions MDX , or configuration procedures for an online analytical processing OLAP server.
The first page of the Data Connection Wizard appears. Its title is Connect to Database Server. Tip: If you know the name of the offline cube file that you want to connect to, you can type the complete file path, file name, and extension.
Under Log on credentials , do one of the following, then click Next :. To use your current Windows user name and password, click Use Windows Authentication. To enter a database user name and password, click Use the following User Name and Password , and then type your user name and password in the corresponding User Name and Password boxes.
Use strong passwords that combine uppercase and lowercase letters, numbers, and symbols. Weak passwords don’t mix these elements. For example, Y6dh! Passwords should contain 8 or more characters. A pass phrase that uses 14 or more characters is better. It is critical that you remember your password. If you forget your password, Microsoft cannot retrieve it.
Store the passwords that you write down in a secure place away from the information that they help protect. Select Next to go to the second wizard screen. Its title is Select Database and Table. To connect to a specific cube file in the database, make sure that Connect to a specific cube or table is selected, and then select a cube from the list.
In the Select the database that contains the data you want box, select a database, and then click Next. Click Next to go to the third wizard screen. Click Browse to change the default file location of My Data Sources , or check for existing file names. In the Description , Friendly Name , and Search Keywords boxes, type a description of the file, a friendly name, and common search words all are optional.
To ensure that the connection file is used when the PivotTable is refreshed, click Always attempt to use this file to refresh this data. Selecting this check box ensures that updates to the connection file will always be used by all workbooks that use that connection file. You can specify how a PivotTable is accessed if the workbook is saved to Excel Services and is opened by using Excel Services.
If you want to ensure that the same data is accessed whether you open the workbook in Excel or Excel Services, make sure that the authentication setting in Excel is the same. Select Authentication Settings , and select one of the following options to log on to the data source:. Windows Authentication Select this option to use the Windows username and password of the current user. This is the most secure method, but it can affect performance when there are many users.
A site administrator can configure a SharePoint site to use a Single Sign On database where a username and password can be stored.
This method can be the most efficient when there are many users. None Select this option to save the username and password in the connection file. Important: Avoid saving logon information when connecting to data sources. This information may be stored as plain text, and a malicious user could access the information to compromise the security of the data source. Select Finish to close the Data Connection Wizard.
Decide how you want to import the data, and then select OK. For more information about using this dialog box, select the question mark? You can connect to a specific offline cube file if it has been created on the database server. You can also import data into Excel as either a Table or a PivotTable report. In the Navigator pane select the database, and then select the cube or tables you want to connect.
Click Load to load the selected table into a worksheet, or click Edit to perform additional data filters and transformations in the Power Query Editor before loading it. Note: Before you can connect to an Oracle database using Power Query , you need the Oracle client software v8.
If you want to import data using native database query, specify your query in the SQL Statement box. For more information, see Import data from database using Native Database Query. For more information about advanced connector options, see Oracle Database.
Select the driver that matches your Power Query installation bit or bit. For more information, see Import data from a database using Native Database Query. For more information about advanced connector options, see MySQL database.
This article was written by the product team that created Microsoft Outlook for the best possible reason — our customers asked.
Outlook is designed to be used by a wide audience with many work needs and styles. Although there’s no one “right way,” there are a few ways of working in the program that we know to be easier than others. We hope that by being aware of the best practices, you will have the best experience possible using Outlook. This guide represents our advice on how to get the most out of Outlook. A few core scenarios are covered to help you leverage Outlook into your information management needs.
Spend lots of time every day using Outlook to send and receive messages and to set up or attend meetings. Basic principles of good time management. Setting up Outlook The layout. To-Do Bar. Quick Steps. Tame your Inbox with the four Ds. Daily review: Managing your time and tasks. Tasks: Doing your work. Find that message: Searching effectively.
How to find a message from a particular person. Write great email messages. Calendar and meetings. Frequently asked questions. About the author. Outlook is a tool to help you manage your email messages, calendar, contacts, and tasks. To get the most out of Outlook, we suggest a few basic principles:. Reduce the number of places where you read messages. If you’re using a new version of Microsoft , you can use Focused Inbox for Outlook to automatically separate the types of messages you’re most likely to read right away from other messages.
Let some messages pass by. Use rules to send the messages that you don’t need to read right away into their own folders. Such as folders for projects or Contact Group folders. Reduce the number of places where you manually file messages. Reduce the mental tax of filing by relying on search to locate messages. Reduce your to-do list to one list. Use a single to-do list and a single calendar to manage what you need to do. Even if you don’t use all of the best practices described here, following only a few will improve your experience with Outlook.
The first step in following these best practices is to set up a system to optimize how you use Outlook. The Navigation Pane open on the left. Your messages in Conversations view , with messages sent directly to you automatically formatted in blue. The Reading Pane on the right. The To-Do Bar open on the far right. If your screen resolution is less than by pixels, the To-Do Bar can be minimized. Cached Exchange Mode turned on.
For details on how to set up the recommended layout, see the FAQ section. An Inbox for messages that you need to process deal with. Your Inbox is for messages sent directly to you or that could be important for you to read. If you receive many messages that go back and forth among several different people, change to Conversations view.
Otherwise, use the date arrangement the default arrangement. Use automatic formatting rules to make all messages sent only to you blue. A single reference folder, under the Inbox, for all reference material that you might want to refer back to later.
Nothing is automatically filed that is, with a rule into this folder. Name this folder 1-Reference. Adding the 1- will cause it to be the first item under the Inbox. This folder is created under the Inbox so that you can collapse the Inbox and remove it from view. Set this folder to auto archive annually. Note: If this folder becomes too large 10, items or more , Outlook might become slow when switching to this folder.
A folder for career-related, private, and personal messages. Having a separate folder for personal and career-related information gives you the freedom to search for a message while someone is standing over your shoulder without worrying that a personally sensitive message will appear. Name this folder 2-Personal. Managers might have a single folder for feedback on their employees called 3-Management. Set these folders to auto archive annually. A set of folders for Contact Group messages.
Create a single, top-level folder under your Inbox called Contact Groups , and then create a subfolder for each topic of Contact Groups. Usually, one folder per Contact Group is enough, but if you are on several related Contact Groups, consider having all of the messages delivered to the same folder. These messages should go directly to your Inbox. Set your Contact Group folders to auto archive every six months or more frequently if they are time sensitive — for example, a Contact Group for finding carpool rides should be archived daily.
A set of folders for RSS Feeds. Outlook creates these folders automatically. Search folders are useful for gathering information from across different mail and RSS folders. Search folders can be especially useful when you need to gather information that is saved in different folders — for example, when preparing for a quarterly meeting. If you receive a large volume of messages more than messages a day , search folders might be a good way for you to parse mail from different senders.
Favorites give visibility to folders that are otherwise buried in your mail folder list. Favorites , a subset of your mail folders, appear at the top of the navigation pane. The goal of organizing your Outlook is to reduce the amount of unnecessary “noise” in your Inbox and to make the most important items bubble to the top.
Rules help this process by moving messages into folders based on criteria that you set. Rules filter the messages coming into your Inbox for must-read items only. You can see who has accepted by checking the tracking tab inside the meeting window. Defer Sent Items This rule delays sending messages by one minute or longer. When using this rule, make sure that your messages have been sent before you shut down your computer.
Multiple Contact Groups that are similar should use the same rule and be filed in the same folder. Any messages that you must read should go directly into your Inbox.
The To-Do Bar is the panel on the right side of Outlook. It shows you a calendar, your upcoming appointments, and your unified task list, which contains:. Show favorite contacts. The default arrangement for tasks is by Due Date, but you might consider changing the arrangement to Start Date, depending upon how you use flags.
If you want to see the tasks that you have pushed out for next week on Monday, arrange by Start Date. If you want to see tasks on the day that they are due, arrange by Due Date. If you receive a lot of messages or are easily distracted by the notification sound that plays for incoming messages, we recommend turning off the following options:.
The new mail pop-up alerts. To change these settings, select the File button, select Options , and then select Mail. Categories in Outlook allow you to manage items in many different ways. There are three main types of categories that we recommend creating:. For example, they can help you more easily identify what you can do now and help you group similar tasks so that you can do them all at once.
Each of your direct reports and your manager for items that you want to review the next time you meet for example, a category named Manager. Each of the major locations or types of activities that you do, so that you can perform bulk actions a useful part of managing your tasks , for example:.
Commute for tasks that you can do on the way home from work. Email for tasks that involve email messages, meetings, or any other aspect of Outlook. Meeting for items that you need in order to prepare for a meeting.
Offline for tasks that take you away from the computer, such as making a copy of a document. Online for tasks that you can accomplish only online or through a Web browser. Read for tasks that involve just reading — not responding. Waiting for messages or tasks for which you are awaiting a response, but there is no explicit next action for you. Note: Using the symbol makes the categories stand out in your category list.
Abstract: This is the second tutorial in a series. In the first tutorial, Import Data into and Create a Data Model , an Excel workbook was created using data imported from multiple sources. Note: This article describes data models in Excel However, the same data modeling and Power Pivot features introduced in Excel also apply to Excel In this tutorial, you use Power Pivot to extend the Data Model, create hierarchies, and build calculated fields from existing data to create new relationships between tables.
Add a relationship using Diagram View in Power Pivot. Extend the Data Model using calculated columns. Create a hierarchy. Use hierarchies in PivotTables. Checkpoint and Quiz. This series uses data describing Olympic Medals, hosting countries, and various Olympic sporting events.
The tutorials in this series are the following:. Create Map-based Power View Reports. Power Pivot Help. These tutorials use Excel with Power Pivot enabled. For more information on Excel , click here. For guidance on enabling Power Pivot, click here. First, you need to make sure you have the Power Pivot add-in enabled. To enable Power Pivot, follow these steps. The Excel workbook includes a table called Hosts. We imported Hosts by copying it and pasting it into Excel, then formatted the data as a table.
To add the Hosts table to the Data Model, we need to establish a relationship. This step adds the Hosts table to the Data Model. It also opens the Power Pivot add-in, which you use to perform the remaining steps in this task. Notice that the Power Pivot window shows all the tables in the model, including Hosts. Click through a couple of tables. Use the slide bar to resize the diagram so that you can see all objects in the diagram.
You notice that both the Medals table and the Events table have a field called DisciplineEvent. Upon further inspection, you determine that the DisciplineEvent field in the Events table consists of unique, non-repeated values. In the Medals table, however, the DisciplineEvent field repeats many times. Create a relationship between the Medals table and the Events table. A line appears between them, indicating a relationship has been established. Click the line that connects Events and Medals.
The highlighted fields define the relationship, as shown in the following screen. To connect Hosts to the Data Model, we need a field with values that uniquely identify each row in the Hosts table. Then we can search our Data Model to see if that same data exists in another table. With Hosts selected, switch back to Data View. To establish a relationship between the Hosts table and the Data Model, and thereby extend our Data Model to include the Hosts table, Hosts must have a field that uniquely identifies each row.
In addition, that field must correspond to a field in the Data Model. You can, however, create new columns by using calculated fields based on the existing data.
By looking through the Hosts table, then looking at other Data Model tables, we find a good candidate for a unique field we could create in Hosts , and then associate with a table in the Data Model. Both tables will require a new, calculated column in order to meet the requirements necessary to establish a relationship. In Hosts , we can create a unique calculated column by combining the Edition field the year of the Olympics event and the Season field Summer or Winter.
In the Medals table there is also an Edition field and a Season field, so if we create a calculated column in each of those tables that combines the Edition and Season fields, we can establish a relationship between Hosts and Medals. The following screen shows the Hosts table, with its Edition and Season fields selected. The goal is to create a calculated column in the Hosts table, and then in the Medals table, which can be used to establish a relationship between them.
Select the Hosts table in Power Pivot. Adjacent to the existing columns is an empty column titled Add Column. Power Pivot provides that column as a placeholder. There are many ways to add a new column to a table in Power Pivot, one of which is to simply select the empty column that has the title Add Column. In the formula bar, type the following DAX formula. As you type, AutoComplete helps you type the fully qualified names of columns and tables, and lists the functions that are available.
Use tab to select AutoComplete suggestions. You can also just click the column while typing your formula, and Power Pivot inserts the column name into your formula. Values are populated for all the rows in the calculated column. Such fields are called a primary key.
You can rename any column by double-clicking it, or by right-clicking the column and choosing Rename Column. When completed, the Hosts table in Power Pivot looks like the following screen.
The Hosts table is ready. Start by creating a new column in the Medals table, like we did for Hosts. Notice that Add Column is selected. This has the same effect as simply selecting Add Column. The Edition column in Medals has a different format than the Edition column in Hosts. Before we combine, or concatenate, the Edition column with the Season column to create the EditionID column, we need to create an intermediary field that gets Edition into the right format.
In the formula bar above the table, type the following DAX formula. When you finish building the formula, press Enter. Values are populated for all the rows in the calculated column, based on the formula you entered. Rename the column by right-clicking CalculatedColumn1 and selecting Rename Column. Type Year, and then press Enter. When you created a new column, Power Pivot added another placeholder column called Add Column.
In the formula bar, type the following DAX formula and press Enter. Sort the column in ascending order. The Medals table in Power Pivot now looks like the following screen. Notice many values are repeated in the Medals table EditionID field. What is unique in the Medals table is each awarded medal.
The unique identifier for each record in the Medals table, and its designated primary key, is the MedalKey field. The next step is to create a relationship between Hosts and Medals. Create a relationship using calculated columns. You can also switch between Grid view and Diagram view using the buttons at the bottom of the PowerView window, as shown in the following screen.
Expand Hosts so you can view all of its fields. We created the EditionID column to act as the Hosts table primary key unique, non-repeated field , and created an EditionID column in the Medals table to enable establishment of a relationship between them.
We need to find them both, and create a relationship. Power Pivot provides a Find feature on the ribbon, so you can search your Data Model for corresponding fields. Position the Hosts table so that it is next to Medals. Power Pivot creates a relationship between the tables based on the EditionID column, and draws a line between the two columns, indicating the relationship. In this section, you learned a new technique for adding new columns, created a calculated column using DAX, and used that column to establish a new relationship between tables.
You can also use the associated data to create additional PivotTables, PivotCharts, Power View reports, and much more. Most Data Models include data that is inherently hierarchical. Common examples include calendar data, geographical data, and product categories. Creating hierarchies within Power Pivot is useful because you can drag one item to a report — the hierarchy — instead of having to assemble and order the same fields over and over. The Olympics data is also hierarchical. For each sport, there is one or more associated disciplines sometimes there are many.
And for each discipline, there is one or more events again, sometimes there are many events in each discipline. The following image illustrates the hierarchy. You then use these hierarchies to see how hierarchies make organizing data easy in PivotTables and, in a subsequent tutorial, in Power View. Create a Sport hierarchy. In Power Pivot, switch to Diagram View. Expand the Events table so that you can more easily see all of its fields.
Press and hold Ctrl, and click the Sport, Discipline, and Event fields.