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Learn how to unpivot static tables in Excel 2016

With the new Get & Transform capabilities in Excel 2016, you can now import, transform and combine data from different sources—thanks to the integrated Power Query technology in Excel. Today we are going to focus on one of the most useful capabilities that Get & Transform offers—the ability to unpivot to transform ANY table in your workbook to make it ready for powerful analysis using PivotTables and PivotCharts.

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Transform a static table into a PivotTable ready for deep analysis.

Let’s start with a common scenario. You have an Excel workbook that is dedicated for manual data entry to record the hours you put in for each relevant project:

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But analyzing this data is not easy and sometimes you wish you could easily create charts on this data, or even better—PivotCharts.

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Here is a common, yet challenging scenario—challenging, because it would take a lot of effort to get to the point you can gain insights from this data in the current format. Fortunately, through the new Get & Transform section in the Data tab of Excel 2016, the challenge is over.
Simply select any cell inside an existing table or range and in the Get & Transform section, click From Table.

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You will see a preview of your data inside the Query Editor window. From this window, you can start transforming your data in powerful, yet simple ways. Each change you make is recorded as a transformation step that is saved with your workbook. All the steps are kept as a sequence that can be performed again and again each time you refresh your data.
In the Query Editor, you will usually need the help of the Unpivot transformation to change your table into a format that can be used by PivotTable.
In the example below, I can select the first column that includes project names and click Unpivot Other Columns to transform my data from columns of Project Name / 2010 / 2011 / 2012… to the desired column structure of Project / Year / Duration.

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And here are the results in the Query Editor:

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I can now rename the columns to Project, Year and Duration inside the Query Editor and then load the data into a PivotTable or PivotChart.

Learn More:

If you are familiar with the Unpivot functionality and want to test your skills, read this post. Even simple tables such as a class schedule may require some cunning approach.

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The most common scenario includes nested tables with hierarchical date information such as years, quarters and months. Read here how to transform these tables.

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And if you wish to apply your magic on ANY nested table, read this post that will first show you how to unpivot three levels of nested rows and columns. It is so simple.

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On many occasions your data contains comma-separated values, like a table of events in which all participants are listed on a single column. You can learn here how to split such data and unpivot it.

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Finally, you can learn here how to transform and unpivot all these challenging tables in Power BI Desktop, and build amazing dashboards in Power BI.

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Try Office 365 to get the new Office 2016 apps!

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How to AutoFit Cell Width and Height to Cell Data in Excel

Many times, our text doesn’t fit perfectly in Excel cells. To adjust the size without having to drag and find the ideal fit, a double-click can take care of it for you. With a quick click, you can AutoFit your cells so that your text fits comfortably within your spreadsheet, and doesn’t trail off into the next cell.

See the video demonstration above and steps below.
•In your spreadsheet, find the cells where the text doesn’t fit.
•Say for instance your text in cell C3 is cut off by the text in D3.
•Go to the column title bar. •Hover over the space between columns C and D.
•There is a thin grey line between the columns.
•A new icon should appear.
•While the icon is present, double click and your column will AutoFit the text in column C. It will jump and readjust.

To AutoFit your text in row, follow these same steps.

Sick of Calibri? You don’t have to stick with Office 365’s standard set of fonts in your documents or messages. It’s a snap to change the font of an individual email message or even the default font for all new email messages you create.

In individual messages, simply highlight the text you wish to change, and select a new font style from the menu.

To change the default font in Outlook 2013/2016:
•From the File tab, select Options.
•Select Mail.
•Click Stationery and Fonts.
•Make your desired changes to new mail messages, replying or forwarding messages, and/or composing and reading plain text messages.
•Click OK until you return to your mailbox.

To change the default font in Outlook on the Web:
•From your gear menu, select Options.
•Click Message format under the Layout menu.
•Make your desired changes in the Message font window.
•Click Save.

Source: https://www.365ninja.com

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How to add a Lead to Dynamics CRM

By Ben Ward, Applications Analyst, MCTS, MCP, MS

1. From the main Navigation bar, click here:

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2. Click Sales

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3. Click Leads

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4. Click New
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5. Enter a Topic for the lead (The Topic field is required by default and is predominantly used as a field to reference where the lead came from e.g. “Marketing Event – 1/1/2015” or “Referral from John Doe”)
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6. Fill out the rest of the fields pertaining to the lead.
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7. When completed, click Save at the top left of the screen
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8. You’re new record should now be saved in your CRM
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About the author:

Ben has worked at Managed Solution for over two years and is currently working on CRM customization and administration, Microsoft SharePoint integration and customization as well as Business Intelligence analytics including SQL reporting. Ben is a Microsoft Certified Technology Specialist, Microsoft Certified Professional, Microsoft Specialist and has six Dynamic CRM certifications.
Other Blog Posts by Ben Ward:

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Prioritize your ‪#‎meetings‬! Use Windows + Escape to decline a ‪#‎Skype4B‬ invitation you can't accept.

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One of the benefits of using an application like Microsoft Word is that you can add more than just words to your document–you aren’t constrained by what you can type. In addition to inserting things like images and shapes, you can insert symbols and special characters into your document.

To insert a symbol:

•From the Insert tab, click Symbol.
•Choose the symbol that you want from the drop-down list. If the symbol is not in the list, click More Symbols. In the font box, choose the font you are using, click the symbol you want to insert, and select Insert.

To insert a special character:
•From the Insert tab, click Symbol.
•Click More Symbols.
•Select the Special Characters tab.
•Choose the character you want to insert, and select Insert.

 

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Managed Solution’s In The TechKnow is a Web Tech Series featuring how-to video tutorials on technology.

This series is presented by Jennell Mott, Business Operations Manager, and provides a resource for quick technical tips and fixes. You don’t need to be a technical guru to brush up on tech tips!
Don’t see the technology that you would like to learn? Submit a suggestion to inthetechknow@managedsolution.com and we will be sure to cover it in our upcoming webcast series.
Other #inTheTechKnow videos: https://managedsolut.wpengine.com/inthetechknow/

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Managed Solution’s In The TechKnow is a Web Tech Series featuring how-to video tutorials on technology.

This series is presented by Jennell Mott, Business Operations Manager, and provides a resource for quick technical tips and fixes. You don’t need to be a technical guru to brush up on tech tips!
Don’t see the technology that you would like to learn? Submit a suggestion to inthetechknow@managedsolution.com and we will be sure to cover it in our upcoming webcast series.
Other #inTheTechKnow videos: https://managedsolut.wpengine.com/inthetechknow/

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