{"id":11933,"date":"2024-06-21T15:54:41","date_gmt":"2024-06-21T03:54:41","guid":{"rendered":"https:\/\/kinetics.co.nz\/?p=11933"},"modified":"2024-06-21T15:54:41","modified_gmt":"2024-06-21T03:54:41","slug":"excel-and-copilot-make-perfect-sense","status":"publish","type":"post","link":"https:\/\/new.kinetics.co.nz\/?p=11933","title":{"rendered":"3 Easy Tips for Excel"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n

Here are 3 essential tips for Excel users starting from beginner users through to advanced users.<\/span><\/i><\/h2>\n

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For Beginners: Excel Quick Access Toolbar<\/span><\/b><\/h2>\n

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The Quick Access Toolbar is in the top right of every Office app. Ensure the commands you use most frequently or those that are hard to find are a single click away.<\/span>\u00a0<\/p>\n

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    \n
  1. Click<\/span>\u00a0<\/span>the \"\"<\/span>\u00a0to add or remove commands.<\/span><\/li>\n
  2. Select a command from the suggestions or click\u00a0<\/span>More Commands\u00a0<\/span><\/b>to explore all the commands in Excel.<\/span><\/li>\n<\/ol>\n

    [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_image src=”\/wp-content\/uploads\/2024\/06\/Excel0224c.png” title_text=”Excel0224c” _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.24.3″ _module_preset=”default” custom_margin=”20px||||false|false” custom_padding=”|20px||20px|false|false” border_radii=”on|20px|20px|20px|20px” border_width_all=”1px” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”1_2″ _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

    For Intermediate Users:\u00a0 Analyse Data in Excel<\/span><\/b><\/h2>\n

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      \n
    1. Select your data > click\u00a0Analyze Data<\/b>\u00a0from the Home tab<\/span><\/li>\n
    2. Use\u00a0Natural Language Queries<\/i>\u00a0to query your data – here\u2019s an example<\/span><\/li>\n<\/ol>\n

      [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_image src=”\/wp-content\/uploads\/2024\/06\/Excel0224d.png” title_text=”Excel0224d” _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.24.3″ _module_preset=”default” custom_margin=”20px||||false|false” custom_padding=”|20px||20px|false|false” border_radii=”on|20px|20px|20px|20px” border_width_all=”1px” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

      For Advanced Users \u2013 Automate \u2013 Record Scripts<\/b><\/h2>\n

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      Macros are so last decade. Use the Automate tab to record scripts \u201cyour actions\u201d and trigger them.<\/p>\n

        \n
      1. \n
          \n
        1. Simply click\u00a0<\/span>Record Actions<\/b>\u00a0<\/span>to start recording<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

          [\/et_pb_text][et_pb_image src=”\/wp-content\/uploads\/2024\/06\/Excel0224e.png” title_text=”Excel0224e” _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

          There is a selection of prerecorded scripts for you and you can even build these or your scripts into Power Automate flows to be even more productive.<\/span><\/p>\n

          [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n

          What about Copilot AI?<\/h2>\n

          (after all, Excel is the one app where people tend to need a helping hand and assistance)<\/h3>\n

          Some of the cool things Copilot can help with are Formulas, Analysis and with the Copilot for Finance Add In it makes Reconciliation easier.<\/p>\n

           <\/p>\n

          [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_3,1_3″ _builder_version=”4.24.3″ _module_preset=”default” background_image=”\/wp-content\/uploads\/2024\/06\/ExcelCopilot0624.png” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”2_3″ _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” background_color=”rgba(34,34,34,0.2)” custom_padding=”20px|20px|20px|20px|false|false” border_radii=”on|20px|20px|20px|20px” border_width_all=”1px” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

          \u00a0We’ve seen a massive upturn in requests for Excel training these last couple of weeks and we are pleased to be here to help you increase your knowledge & capability and support the work you do.<\/p>\n

          <\/strong><\/p>\n

          You can take advantage of training sessions covering the fundamentals through to the advanced and can also benefit from tailored solutions.<\/strong><\/p>\n

          <\/strong><\/p>\n

          [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

          In this fast paced world, you can also receive the \u2018Express Training Service for M365 Applications\u2019 – designed specifically for people who want to increase their capability in a shorter period of time.<\/h3>\n

          These sessions are delivered in person or remotely via Teams and can be tailored to fit your specific needs.<\/h3>\n

          Cost is $800 per session.<\/p>\n

          We cover a range of popular topics, including<\/p>\n

            \n
          • Copilot<\/li>\n
          • Excel<\/li>\n
          • Outlook<\/li>\n
          • SharePoint<\/li>\n
          • Teams<\/li>\n
          • Power Automate and Power Apps<\/li>\n<\/ul>\n

            Contact your Account Manager to book a session or learn more about our services.<\/p>\n

            [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

            Here are 3 essential tips for Excel users starting from beginner users through to advanced users.For Beginners: Excel Quick Access ToolbarThe Quick Access Toolbar is in the top right of every Office app. Ensure the commands you use most frequently or those that are hard to find are a single click away.\u00a0 Click\u00a0the \u00a0to add […]<\/p>\n","protected":false},"author":5,"featured_media":11953,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[7,4],"tags":[],"class_list":["post-11933","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai","category-news"],"_links":{"self":[{"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=\/wp\/v2\/posts\/11933","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11933"}],"version-history":[{"count":0,"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=\/wp\/v2\/posts\/11933\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=\/"}],"wp:attachment":[{"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11933"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11933"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/new.kinetics.co.nz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11933"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}