Book Image

Efficiency Best Practices for Microsoft 365

By : Dr. Nitin Paranjape
Book Image

Efficiency Best Practices for Microsoft 365

By: Dr. Nitin Paranjape

Overview of this book

Efficiency Best Practices for Microsoft 365 covers the entire range of over 25 desktop and mobile applications on the Microsoft 365 platform. This book will provide simple, immediately usable, and authoritative guidance to help you save at least 20 minutes every day, advance in your career, and achieve business growth. You'll start by covering components and tasks such as creating and storing files and then move on to data management and data analysis. As you progress through the chapters, you'll learn how to manage, monitor, and execute your tasks efficiently, focusing on creating a master task list, linking notes to meetings, and more. The book also guides you through handling projects involving many people and external contractors/agencies; you'll explore effective email communication, meeting management, and open collaboration across the organization. You'll also learn how to automate different repetitive tasks quickly and easily, even if you’re not a programmer, transforming the way you import, clean, and analyze data. By the end of this Microsoft 365 book, you'll have gained the skills you need to improve efficiency with the help of expert tips and techniques for using M365 apps.
Table of Contents (15 chapters)
1
Section 1: Efficient Content Creation
7
Section 2: Efficient Collaboration
10
Section 3: Integration

Importance of Excel tables

Once the data is clean, we must convert it to a table. Excel tables are the best way to manage input data in Excel.

Select the data and go to the Insert tab and then click Table. Excel tries to detect whether the data has a header. Click OK. The data is now a table.

You will see the Table Design tab appear when you click inside any table. Always change the default table name to a recognizable name.

Figure 4.16 – Specifying a table name

Two practical uses of table names are as follows:

  • The name is usable in formulas – making it easy to understand (self-documenting). For example, if you want the total amount from a table named My data, you can write this formula in any sheet:

= sum( Mydata [Amount] )

  • The second benefit is instant navigation. If you want to go to a particular table, there is no need to search. Go to the Name box, open the dropdown, and select the table name – instant...