Is It Time to Switch From Excel Pivot Tables to Power Pivot?

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Power Pivot vs Pivot Tables

It all began with Excel 2010. Microsoft offered PowerPivot (now known as Power Pivot) as one of the add-ons in the campaign to improve Excel’s Business Intelligence (BI) offering.

People who are new to Power Pivot are not really clear on what it does and how it relates to Pivot Tables. They often think of it as an alternative to Pivot Tables. This, technically, is not true.

 

What Power Pivot represents is another way of creating the data set used to generate Pivot Tables.

 

What does this mean? Pivot Tables can be based on data provided by Excel data sets, Excel tables or Power Pivot.

So which data set should you use? Let’s look at the pros and cons of each.

Pivot Tables based on Excel Data Sets – Pros and Cons

The benefit of using Excel data sets (or tables) is simplicity. You simply click within the data set and create the pivot table.

There are two problems with Excel data sets: size and performance. An Excel data set is limited to the size of an Excel worksheet: about 1,048,000 rows. Actually, it is limited to fewer rows because when you have more than 100,000 rows, your performance slows substantially.  Your file becomes super slow and Excel’s automatic calculations start to go a little berserk. It is also difficult to use data from more than one data source.

Pivot Tables based on Power Pivot Data Model – Pros and Cons

After recognizing the limitations of Excel when it comes to analyzing Big Data, Microsoft developed Power Pivot as a solution.

Power Pivot has incredible advantages when it comes to big data. Users can import, merge, and prepare data from multiple data sources at once. Power Pivot features data sets that allow you to have sets of columns visible and usable in all pivot tables since they’re all just a click away.

In addition, large data sets are no problem at all. Power Pivot can handle millions of rows of data.

Another convincing reason for Power Pivot is convenience. Since Power Pivot works with all the data in RAM, even if you lose connectivity or can’t get to your SQL server, you won’t have any problem with data you want to access or present.

There is a significant downside to Power Pivot – the learning curve. Creating a data set using the Power Pivot tool is not as straightforward as a button click, particularly if you are merging data from multiple sources. Fortunately, with the right training mastery is possible.

So, which is better – Excel data sets or the Power Pivot data model?

Anyone who has compared the two options will tell you that Power Pivot is the superior choice.

There is a lot to learn with Power Pivot, but if you are wondering whether you should make the switch, the ability to work on millions of rows of data and with multiple sources all at once should give you enough reason.

 

Excel VBA, Access, Project Training – May 2016

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Excel VBA, Access, Project Training – Atlanta, GA

Microsoft Training Atlanta

Schedule of May 2016 Courses

The only thing more expensive than education – is ignorance. Ben Franklin

To download our Computer Training Schedule in PDF format, please click here.

Computer Training Atlanta - Schedule of Classes

Want us to bring training to you?

We can provide on-site training for groups of as few as 4 people. Our on-site courses are a great value. Call 770.498.7333 or email us for information.

Since 2001, we’ve provided training for employers large & small, in the public and private sectors.

Microsoft Training Atlanta by Subject Matter Experts

What Students Say:

Jackie helped us develop our personal Access database for internal use. This custom training was invaluable to the success of our new initiatives.

Great presenter. Extremely engaging and knowledgeable of the subject matter. I personally enjoyed hearing real world experience w/ the product and the challenges faced.

Our office experienced numerous problems and downtime when we transitioned to Outlook 2010. In a few hours, Jackie was able to bring us up to speed – her training helped us save countless hours in wasted time.

 

Computer Training Atlanta

Schedule of May 2016 Courses

Excel 2010 Training - Atlanta, GAExcel 2010 PowerPivot Training
Date: Tue May 03 2016 – Tue May 03 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/power-pivot-training-atlanta.htm
Please bring your laptop (or let us know if we need to provide one).

 

Excel 2013 Training by Subject Matter Experts - Atlanta, GAExcel 2016 PowerPivot Training
Date: Tue May 03 2016 – Tue May 03 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/power-pivot-training-atlanta.htm
Please bring your laptop (or let us know if we need to provide one).

 

Excel 2013 Training by Subject Matter Experts - Atlanta, GAExcel 2013 PowerPivot Training
Date: Wed May 04 2016 – Wed May 04 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/power-pivot-training-atlanta.htm
Please bring your laptop (or let us know if we need to provide one).

 

Excel VBA Training - Atlanta, GAExcel Macros & VBA – 2 Days (Visual Basic for Applications)
Date: Thu May 05 2016 – Fri May 06 2016
Time: 9:00 am- 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/excel-2010-vba-macros-training.htm
Please bring your laptop (or let us know if we need to provide one).

Excel 2010 Training - Atlanta, GAExcel 2010 Pivot Tables Training – Atlanta
Date: Fri May 06 2016 – Fri May 06 2016
Time: 9:00 am – 1:30 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/c_excel-pivot-tables.htm
Please bring your laptop (or let us know if we need to provide one).

MS Project 2010 Training - Atlanta, GAMS Project 2010 Basic Training – Atlanta
Date: Mon May 09 2016 – Mon May 09 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/msproject-basic-atlanta-v2010.htm
Please bring your laptop (or let us know if we need to provide one).

project training atlanta gaMS Project 2016 Training – Atlanta
Date: Mon May 09 2016 – Tue May 10 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/project2016trainingatlanta.htm
Please bring your laptop (or let us know if we need to provide one).

MS Project 2010 Training - Atlanta, GAMS Project 2010 Advanced Training – Atlanta
Date: Tue May 10 2016 – Tue May 10 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/msproject-advanced-atlanta-v2010.htm
Please bring your laptop (or let us know if we need to provide one).

project training atlanta gaMS Project 2013 Training – Atlanta
Date: Wed May 11 2016 – Thu May 12 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/project-training-atlanta-v2013.htm
Please bring your laptop (or let us know if we need to provide one).

Excel 2013 Training by Subject Matter Experts - Atlanta, GAExcel 2016 Pivot Tables Training – Atlanta
Date: Fri May 13 2016 – Fri May 13 2016
Time: 9:00 am – 1:30 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/c_excel-pivot-tables.htm
Please bring your laptop (or let us know if we need to provide one).

Access 2013 Training - Atlanta, GAAccess 2013 Application Development & Automation (VBA)
Date: Tue May 17 2016 – Fri May 20 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/access2013applicationdevelopmenttrainingatlanta.htm
Please bring your laptop (or let us know if we need to provide one).

Access 2013 Training - Atlanta, GAAccess 2013 Comprehensive Training – MCAS Certification Prep
Date: Mon May 23 2016 – Thu May 26 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/access2013trainingatlanta.htm
Please bring your laptop (or let us know if we need to provide one).

Access 2013 Training - Atlanta, GAAccess 2016 Comprehensive Training – MOS Certification Prep
Date: Mon May 23 2016 – Thu May 26 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/access2016trainingatlanta.htm
Please bring your laptop (or let us know if we need to provide one).

Excel 2010 Training - Atlanta, GAExcel 2010 Comprehensive Course – MCAS Certification Prep
Date: Tue May 31 2016 – Thu Jun 02 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/excel2010trainingatlanta.htm
Please bring your laptop (or let us know if we need to provide one).

Excel 2013 Training by Subject Matter Experts - Atlanta, GAExcel 2016 Comprehensive Course – MOS Certification Prep
Date: Tue May 31 2016 – Thu Jun 02 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/excel2016trainingatlanta.htm
Please bring your laptop (or let us know if we need to provide one).


7 Reasons to Attend Our Computer Training in Atlanta, GA:

  1. An investment in yourself yields the best return. In addition to being a potential tax-deductible expense, the investment you make in training yields returns in making you more productive and competitive.
  2. Passion – We go the extra mile. We choose instructors who are passionately committed to each student’s success, and we take the time to provide follow-up coaching (often at no extra cost) to make sure you are equipped to use the software. As one student says: Even after the class was over, Jackie has been an invaluable resource by showing her continuous quest to ensure that Microsoft Access is demystified.
  3. Small Class size: This course is limited to 8 students, providing you the opportunity to get 1-on-1 assistance.
  4. Expertise. We only hire subject matter experts (SME) Since they know the subject matter inside and out, our instructors are able to adapt the training “on the fly” to meet students’ needs. To request instructor credentials, please click here.
  5. Affordable – a great value..
  6. The MS Office training manuals are approved as preparation materials for  the Microsoft Certified Application Specialist exams.
  7. Flexibility. Can’t make it to our location? No worries. Our courses are now conveniently offered online.  This means you can attend, no matter where you are, as long as you have high speed Internet access.

To download our Computer Training Schedule in PDF format, please click here.

Computer Training Atlanta - Schedule of Classes

 

What’s New With Access 2016?

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Access 2016 was released by Microsoft in September 2015. While desktop version users won’t see a significant change from Access 2013, it is worth it to highlight the changes.

New in Access 2016 – Desktop Version

Here are the differences between Access 2013 and 2016 – desktop version. .

  • “Tell me what you want to do.”(Not available when designing web apps.) The “tell me” feature is available in all of the new Office desktop apps. It’s a text box on the ribbon that enables you to enter key words or phrases that will get you to the features you want to use.access 2016 tell me what you want me to do
  • A more colorful border in the user interface and two new Office themes. You can apply “Colorful” and “White” to the Access program.
  • The ability to export linked data source information to Excel.If you’re working on an Access application that includes links to various data sources, you’ll find the ability to export a list of  your data sources helpful. This new functionality is built into the Linked Table Manager dialog. (Not available when designing web apps.)
  • A modern look and feel to the most popular templates.You’ll find that five of the previous version’s most popular desktop database templates (Desktop Assets, Desktop Events, Desktop Contacts, Desktop Tasks, and Desktop Students) have been redesigned to exude a more contemporary look and feel. Each comes with a new Getting Started form that has links to resources such as how-to articles, videos, etc.
  • A larger Show Table dialog.When designing queries, the Show Table dialog box pops up by default. Users have long complained that the height of the Show Table dialog box allows a limited view of tables. The Access designers have made the default size of the 2016’s Show Table dialog box to be bigger for users to better see it and the query names in the database. (Not available when designing web apps.)

New in Access 2016 – Web App Enhancements

Microsoft has included new web app features for SharePoint 2016 on-premise customers.

If you plan to use SharePoint 2016 with Access Services, you will see a few additional features:

  • Improved datasheet filter
  • Cascading controls
  • Improved image storage and performance
  • Enhanced Item Control
  • On Deploy macro action for upgrade scenarios
  • Lock tables from editing functionality
  • Office Add-ins integration with Access Web apps
  • Additional packaging and upgrade functionality for Access Web app packages
  • Download in Excel feature for datasheet views

 

About the author.

Jackie Kiadii has 20 years of Access database development experience, and teaches Basic through Advanced Access courses, including an in-depth 4-day Access immersion course.

Access Database Training in Atlanta, GA and Online

Need more MS Access help? Here are your options.

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Excel Pivot Table Tip – How to Make SUM Function the Default

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This question came from a Painless Excel Pivot Tables™ student.

How can I make the SUM function be the default in pivot tables? Currently mine always defaults to COUNT.

 

Excel Pivot Table SUM Default Function

 

First, we must determine why a column full of numbers is automatically summarized using the COUNT function. The reason is simple: if a column of numbers contains blanks, the values will be summarized using the COUNT function by default.

The solution lies in converting all blanks in number column(s) to zero before you create the pivot table.

 

Step 1 (Optional)  –  Select all of the numbers in your pivot table’s data source.

Depending on how your data is structured, you can use keyboard shortcuts to select cells.

CTRL SHIFT Down Arrow – Selects from current selection to the end of your column.

CTRL SHIRT RIGHT ARROW – Selects from current selection to the furthest column on the right.

CTRL SHIFT END – Selects from current point to the end of the data.

Note: If you do not have blanks in text columns, you can skip this step.  Try this tutorial by starting at Step 2 and see if it works for you. 

 

Step 2 – Select all blanks.

 

Use Excel’s Goto Special feature to select all blanks.

Type CTRL G, then click the Special button at the bottom of the dialog box.

Go To Dialog Box by ExcelTrainingAtlanta.com

Select the Blanks option box, then click OK.

For you keyboard shortcut warriors, the sequence is GoTo (CTRL G) Special (ALT S) Blanks (ALT K)  Enter. 

Excel GoToSpecial dialog box by ExcelTrainingAtlanta.com

Anomaly: If your pivot table’s source data is in an Excel  table, Excel won’t recognize blanks using GoTo Special. Instead, you have to filter blanks. For this reason, it might be easier to convert your table to a regular range, follow the steps in this tutorial, then convert your source data back into a table.

 

Step 3 – Replace blanks with zeros. 

Type 0 once, then hit CTRL ENTER. This will fill all of the blanks with zeros.

Once you’ve done this, create your pivot table. The formula for your numbers values will default to SUM.

Interested in learning about pivot tables? Learn more about our Pivot Tables and PowerPivot courses.

Do you have an Excel question?

Comment below and it just might make it to a blog post!

About the Author

Jackie Kiadii and her team of subject matter expert (SME) trainers provide Microsoft software training that delivers measurable results – increasing productivity, reducing inefficiency, and improving the bottom line. Topics include: Project, Access, Excel, Excel VBA, PowerPoint. Upcoming Excel courses are on our calendar, click here.

Need onsite group training? Call 770.498.7333 or email us. Our courses can be customized to your needs. Jackie has provided software training for employees of The Coca-Cola Company, Emory University, Novelis, and more. This training is available for groups of 4 or more students.

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What’s New With Project 2016?

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Tech giant Microsoft developed the earliest versions of its own project management software program called Microsoft Project in the 1980s. Today’s software is designed to help project managers develop schedules, assign the right resources to corresponding tasks, monitor project progress, study workloads, and stay on top of budgets.

 

In September 2015, Microsoft announced the availability of Project 2016 and gave businesses a peek into the exciting improvements and additional capabilities that this new version has to offer.

What's new with MS Project 2016

 

 

Project 2016 offers relevant updates to Microsoft’s Project Online (PWA), Project Pro for Office 365, and Project Professional.

 

Eager to discover what’s new with Project 2016? Here’s a quick rundown of a few key features and changes:

 

Views – Resource Manager

 

Project Online introduces new resource views for Resource Managers to be able to collaborate with Project Managers without using the full MS Project.

 

Resource Engagement – A Tool to Prevent Overallocation

 

With Project 2016, users now have an efficient way of requesting a resource – Resource Engagements. This replaces Resource Plans from Project 2013. With resource engagements, Resource Managers (RM) and Project Managers  (PM) work to make sure key resources aren’t over-allocated. For more information on how resource engagements work, read this article.

 

NOTE: Resource Engagements are not available in Project 2016 Standard.

 

Resource Capacity Heat Maps

 

Heat maps are another new feature in Project 2016 designed to help with resource management. Heat maps are color-coded graphics that enable users to see how resources are utilized at a glance.

 

Expanded Timeline Features

 

A timeline is a great way of providing a “bird’s eye” view of a project. With Project 2016, users can create multiple visual timelines for different work categories and stages. In addition, they can also set separate start and end dates for each of these timelines, allowing for a clearer picture of all the work involved. As in previous versions of Project, timelines can be copied to other Office 2016 apps.

 

Tell Me What You Want to Do

 

Project 2016 users will quickly find a text box on the ribbon that says “Tell me what you want to do.”  With it, you will be able to type words or phrases into the text field that can help you quickly find the actions or features you need to use. The Tell Me feature is included in all Office 2016 apps.

 

Free! – The Best MS Project Keyboard Shortcuts

Contact us for your free list of handy MS Project keyboard shortcuts.

Want More? MS Project Training in Atlanta, GA

The next MS Project class is happening soon. 2 days of MS Project  training by expert instructors in a small-class setting so that you get the attention you require. Practical, undocumented tips & tricks.Click here for registration and details

.Prefer group training at your site? Call 770.498.7333. Our courses are affordable and customized to your needs. Available for groups of 4 or more students.

About the Author of this  MS Project Tip.

Since 2001, Jackie Kiadii has taught employees of some of the largest employers in the Southeastern United States how to use MS Project. For more information, visit ProjectTrainingAtlanta.com.

Excel VBA, Access, Project Training – Apr 2016

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pcc-banner-linkedinExcel VBA, Access, Project Training – Atlanta, GA

Schedule of April 2016 Courses

The only thing more expensive than education – is ignorance. Ben Franklin

To download our Computer Training Schedule in PDF format, please click here.

Computer Training Atlanta - Schedule of Classes

Want us to bring training to you?

We can provide on-site training for groups of as few as 4 people. Our on-site courses are a great value. Call 770.498.7333 or email us for information.

Since 2001, we’ve provided training for employers large & small, in the public and private sectors.

Microsoft Training Atlanta by Subject Matter Experts

What Students Say:

Jackie helped us develop our personal Access database for internal use. This custom training was invaluable to the success of our new initiatives.

Great presenter. Extremely engaging and knowledgeable of the subject matter. I personally enjoyed hearing real world experience w/ the product and the challenges faced.

Our office experienced numerous problems and downtime when we transitioned to Outlook 2010. In a few hours, Jackie was able to bring us up to speed – her training helped us save countless hours in wasted time.

 

Computer Training Atlanta

Schedule of April 2016 Courses

MS Project 2013 Training – Atlanta
project training atlanta gaDate: Tue Apr 05 2016 – Wed Apr 06 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/project-training-atlanta-v2013.htm
Please bring your laptop (or let us know if we need to provide one).

MS Project 2010 Basic Training – Atlanta
MS Project 2010 Training - Atlanta, GADate: Thu Apr 07 2016 – Thu Apr 07 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/msproject-basic-atlanta-v2010.htm
Please bring your laptop (or let us know if we need to provide one).

MS Project 2010 Advanced Training – Atlanta
MS Project 2010 Training - Atlanta, GADate: Fri Apr 08 2016 – Fri Apr 08 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/msproject-advanced-atlanta-v2010.htm
Please bring your laptop (or let us know if we need to provide one).

Excel 2010 Comprehensive Course – MCAS Certification Prep
Excel 2010 Training - Atlanta, GADate: Mon Apr 11 2016 – Wed Apr 13 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/excel2010trainingatlanta.htm
Please bring your laptop (or let us know if we need to provide one).

Excel Macros & VBA – 2 Days (Visual Basic for Applications)
Excel VBA Training - Atlanta, GADate: Thu Apr 14 2016 – Fri Apr 15 2016
Time: 9:00 am- 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/excel-2010-vba-macros-training.htm
Please bring your laptop (or let us know if we need to provide one).

Access 2010 Comprehensive Training – MCAS Certification Prep
Access 2010 Training - Atlanta, GADate: Mon Apr 18 2016 – Thu Apr 21 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/access2010trainingatlanta.htm
Please bring your laptop (or let us know if we need to provide one).

Access 2013 Comprehensive Training – MCAS Certification Prep
Access 2013 Training - Atlanta, GADate: Mon Apr 18 2016 – Thu Apr 21 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/access2013trainingatlanta.htm
Please bring your laptop (or let us know if we need to provide one).

Excel 2013 Pivot Tables Training – Atlanta
Excel 2013 Training by Subject Matter Experts - Atlanta, GADate: Fri Apr 22 2016 – Fri Apr 22 2016
Time: 9:00 am – 1:30 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/c_excel-pivot-tables.htm
Please bring your laptop (or let us know if we need to provide one).

 

Excel 2010 Comprehensive Course – MCAS Certification Prep
Excel 2010 Training - Atlanta, GADate: Mon April 25 – Wed April 27
Time: 9:00 am – 5:00 pm
Place:.1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/excel2010trainingatlanta.htm
Please bring your laptop (or let us know if we need to provide one).

 

 

 

 

7 Reasons to Attend Our Computer Training in Atlanta, GA:

  1. An investment in yourself yields the best return. In addition to being a potential tax-deductible expense, the investment you make in training yields returns in making you more productive and competitive.
  2. Passion – We go the extra mile. We choose instructors who are passionately committed to each student’s success, and we take the time to provide follow-up coaching (often at no extra cost) to make sure you are equipped to use the software. As one student says: Even after the class was over, Jackie has been an invaluable resource by showing her continuous quest to ensure that Microsoft Access is demystified.
  3. Small Class size: This course is limited to 8 students, providing you the opportunity to get 1-on-1 assistance.
  4. Expertise. We only hire subject matter experts (SME) Since they know the subject matter inside and out, our instructors are able to adapt the training “on the fly” to meet students’ needs. To request instructor credentials, please click here.
  5. Affordable – a great value..
  6. The MS Office training manuals are approved as preparation materials for  the Microsoft Certified Application Specialist exams.
  7. Flexibility. Can’t make it to our location? No worries. Our courses are now conveniently offered online.  This means you can attend, no matter where you are, as long as you have high speed Internet access.

To download our Computer Training Schedule in PDF format, please click here.

Computer Training Atlanta - Schedule of Classes

 

Project 2016: Prevent Resource Over-Allocation With Resource Engagements

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One of the ongoing challenges of Project Managers is making sure resources are not overallocated; i.e., assigned too much work within a given time frame. This is particularly tricky when you have several Project Managers assigning one resource to tasks that occur at the same time.

project 2016 resource engagement article

Resource Engagements – a Solution to Resource Overallocation

 

With Project 2016, users now have an efficient way of requesting a resource – Resource Engagements. This replaces Resource Plans from Project 2013. With resource engagements, Resource Managers (RM) and Project Managers  (PM) work to make sure key resources aren’t over-allocated.

Here’s the way it works.

 

  1. RM Sets Up a Resource Pool
    When the Resource Manager sets up a resource pool, he or she decides which resources need to be approved (Resource Engagement) before being assigned to projects.

 

  1. PM Submits an Engagement Request
    If a resource has been flagged by the RM as needing approval (resource engagement), a PM can’t simply just assign one to a project. He or she must first complete an engagement request. The engagement request includes the date(s) a resource is needed as well as hours or percentage of time.

 

  1. RM Makes a Decision
    After reviewing the engagement request, the Resource Manager makes one of three decisions:

    1. Approve
    2. Suggest Changes
    3. Reject

If the Resource Manager suggests changes or rejects the engagement request, the request is sent back to the Project Manager.

When the request is approved by the Resource Manager, the resource can be locked so that availability is guaranteed.  Project 2016 will notify other Project Managers if they try to over-allocate a resource.

 

 

NOTE: Resource Engagements are not available in Project 2016 Standard.

 

Free! – The Best MS Project Keyboard Shortcuts

Contact us for your free list of handy MS Project keyboard shortcuts.

Want More? MS Project Training in Atlanta, GA

The next MS Project class is happening soon. 2 days of MS Project  training by expert instructors in a small-class setting so that you get the attention you require. Practical, undocumented tips & tricks.Click here for registration and details

.Prefer group training at your site? Call 770.498.7333. Our courses are affordable and customized to your needs. Available for groups of 4 or more students.

About the Author of this  MS Project Tip.

Since 2001, Jackie Kiadii has taught employees of some of the largest employers in the Southeastern United States how to use MS Project. For more information, visit ProjectTrainingAtlanta.com.

Project 2013 – How to Save a File as a Template

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Project schedules can be incredibly complex. After your team has created a schedule, you may want to save time by saving it so that it can be reused.

Set Your Default Template Location

Before you create the template, make sure your default template location is set.

When you launch MS Project you should see two tabs. One of the tabs will be named Personal.

project 2013 file new after default template location set

 

If you do not see the Personal tab, follow the instructions in this tutorial to set your default template location.

Project 2013 – Save a File as a Template

Once your template location is set, open the Project file you want to use as your template.

Click the File tab, then Save As. Click Computer, then the Browse button.  (Shortcut: Click F12).

When the dialog box pops up, click the drop-down list next to Save as Type and select Project Template.

Project will automatically change your directory to the default template location.

Next to File Name, type the name of your template.

Project 2013 Save as Type

Click the Save button.

The Save As Template dialog box pops up.

Project 2013 Remove Data from Template

 

Select the data you do not want saved with the template. It’s always a good idea to put a check mark next to Resource Rates and Values of all baselines.

Click the Save button.

Close the project file.

How to Use Your Project 2013 Template 

To use your template, click the File tab then New.

Click the Personal tab.

Double-click the template you want to use.

Project 2013 Personal Templates

 

 

Free! – The Best MS Project Keyboard Shortcuts

Contact us for your free list of handy MS Project keyboard shortcuts.

Want More? MS Project Training in Atlanta, GA

MS Project 2007, 2010, 2013 Training - Atlanta & OnlineThe next MS Project class is happening soon. 2 days of MS Project  training by expert instructors in a small-class setting so that you get the attention you require. Practical, undocumented tips & tricks.Click here for registration and details

.Prefer group training at your site? Call 770.498.7333. Our courses are affordable and customized to your needs. Available for groups of 4 or more students.

About the Author of this  MS Project Tutorial.

Since 2001, Jackie Kiadii has taught employees of some of the largest employers in the Southeastern United States how to use MS Project. For more information, visit ProjectTrainingAtlanta.com.

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Excel VBA, Access, Project Training – Mar 2016

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pcc-banner-linkedinExcel VBA, Access, Project Training – Atlanta, GA

Schedule of March 2016 Courses

The only thing more expensive than education – is ignorance. Ben Franklin

To download our Computer Training Schedule in PDF format, please click here.

Computer Training Atlanta - Schedule of Classes

Want us to bring training to you?

We can provide on-site training for groups of as few as 4 people. Our on-site courses are a great value. Call 770.498.7333 or email us for information.

Since 2001, we’ve provided training for employers large & small, in the public and private sectors.

Microsoft Training Atlanta by Subject Matter Experts

What Students Say:

Jackie helped us develop our personal Access database for internal use. This custom training was invaluable to the success of our new initiatives.

Great presenter. Extremely engaging and knowledgeable of the subject matter. I personally enjoyed hearing real world experience w/ the product and the challenges faced.

Our office experienced numerous problems and downtime when we transitioned to Outlook 2010. In a few hours, Jackie was able to bring us up to speed – her training helped us save countless hours in wasted time.

 

Computer Training Atlanta

Schedule of March 2016 Courses

MS Project 2010 Basic Training – Atlanta
MS Project 2010 Training - Atlanta, GADate: Thu Mar 3
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/msproject-basic-atlanta-v2010.htm
Please bring your laptop (or let us know if we need to provide one).

MS Project 2010 Advanced Training – Atlanta
MS Project 2010 Training - Atlanta, GADate: Fri March 4
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/msproject-advanced-atlanta-v2010.htm
Please bring your laptop (or let us know if we need to provide one).

Excel 2010 Pivot Tables Training – Atlanta
Excel 2010 Training - Atlanta, GADate: Fri Mar 11 2016 – Fri Mar 11 2016
Time: 9:00 am – 1:30 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/c_excel-pivot-tables.htm
Please bring your laptop (or let us know if we need to provide one).

Excel 2010 Comprehensive Course – MCAS Certification Prep
Excel 2010 Training - Atlanta, GADate: Mon Mar 14 2016 – Wed Mar 16 2016
Time: 9:00 am – 5:00 pm
Place:.1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/excel2010trainingatlanta.htm
Please bring your laptop (or let us know if we need to provide one).

Excel 2013 Comprehensive Course – MCAS Certification Prep
Excel 2013 Training by Subject Matter Experts - Atlanta, GADate: Mon Mar 14 2016 – Wed Mar 16 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/excel2013trainingatlanta.htm
Please bring your laptop (or let us know if we need to provide one).

Excel 2013 Pivot Tables Training – Atlanta
Excel 2013 Training by Subject Matter Experts - Atlanta, GADate: Thu Mar 17 2016 – Thu Mar 17 2016
Time: 9:00 am – 1:30 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/c_excel-pivot-tables.htm
Please bring your laptop (or let us know if we need to provide one).

Excel 2013 PowerPivot Training
Excel 2013 Training by Subject Matter Experts - Atlanta, GADate: Fri Mar 18 2016 – Fri Mar 18 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/power-pivot-training-atlanta.htm
Please bring your laptop (or let us know if we need to provide one).

Access 2013 Comprehensive Training – MCAS Certification Prep
Access 2013 Training - Atlanta, GADate: Mon Mar 21 2016 – Thu Mar 24 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/access2013trainingatlanta.htm
Please bring your laptop (or let us know if we need to provide one).

Excel 2010 PowerPivot Training
Excel 2010 Training - Atlanta, GADate: Fri Mar 25 2016 – Fri Mar 25 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/power-pivot-training-atlanta.htm
Please bring your laptop (or let us know if we need to provide one).

Access Database 2010 Basics (Atlanta, GA) In-Depth, 2-Day Class
Access 2010 Training - Atlanta, GADate: Mon Mar 28 2016 – Tue Mar 29 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/access-essentials-2daytraining.htm
Please bring your laptop (or let us know if we need to provide one).

Excel Macros & VBA – 2 Days (Visual Basic for Applications)
Excel VBA Training - Atlanta, GADate: Mon Mar 28 2016 – Tue Mar 29 2016
Time: 9:00 am- 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/excel-2010-vba-macros-training.htm
Please bring your laptop (or let us know if we need to provide one).

Access Database 2010 Intermediate (Atlanta, GA)
Access 2010 Training - Atlanta, GADate: Wed Mar 30 2016 – Wed Mar 30 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/access-int-trainingatlanta.htm
Please bring your laptop (or let us know if we need to provide one).

Access 2010 Advanced (Atlanta, GA) 1 Day Training
Access 2010 Training - Atlanta, GADate: Thu Mar 31 2016 – Thu Mar 31 2016
Time: 9:00 am – 5:00 pm
Place: .1100 Peachtree Street Suite 200 Atlanta, GA 30309
For Info: http://www.probiztechnology.com/accesstrainingatlanta-2010advanced.htm
Please bring your laptop (or let us know if we need to provide one).
7 Reasons to Attend Our Computer Training in Atlanta, GA:

  1. An investment in yourself yields the best return. In addition to being a potential tax-deductible expense, the investment you make in training yields returns in making you more productive and competitive.
  2. Passion – We go the extra mile. We choose instructors who are passionately committed to each student’s success, and we take the time to provide follow-up coaching (often at no extra cost) to make sure you are equipped to use the software. As one student says: Even after the class was over, Jackie has been an invaluable resource by showing her continuous quest to ensure that Microsoft Access is demystified.
  3. Small Class size: This course is limited to 8 students, providing you the opportunity to get 1-on-1 assistance.
  4. Expertise. We only hire subject matter experts (SME) Since they know the subject matter inside and out, our instructors are able to adapt the training “on the fly” to meet students’ needs. To request instructor credentials, please click here.
  5. Affordable – a great value..
  6. The MS Office training manuals are approved as preparation materials for  the Microsoft Certified Application Specialist exams.
  7. Flexibility. Can’t make it to our location? No worries. Our courses are now conveniently offered online.  This means you can attend, no matter where you are, as long as you have high speed Internet access.

To download our Computer Training Schedule in PDF format, please click here.

Computer Training Atlanta - Schedule of Classes

 

What’s New With Excel 2016?

Untitled Document

Every business relies on controlling data—from organizing to analyzing. It is especially critical now more than ever as changes occur at a rapid pace, driving the need for more capabilities, command over every process, and flexibility. Add the increasing volume in data, and companies that fail to take full control over it could experience unfavorable results.

Thankfully, resources are on hand to help companies—big and small—organize and analyze data relevant to the business. One such resource is the new and improved Excel 2016.

New and Enhanced Charts In Excel 2016

Data visualization is key to presenting financial as well as hierarchical information. Most people process images better than text. The 2016 version now comes with six new or enhanced charts. The addition of more graphic charts allows businesses and anyone receiving the data to digest the information better – faster.

Some of these visually appealing charts include the Waterfall, Histogram, Pareto (sorted Histogram), Sunburst, Box & Whisker, and Treemap. Source.

sample excel 2016 waterfall chart

Waterfall Chart – Excel 2016

 

Creating a histogram chart is much simpler in Excel 2016. Instead of using Analysis Tools, Histogram charts are now found on the Insert tab and come installed with Excel 2016.

Excel 2016 Histogram Charts

Histogram Chart – Excel 2016

Sample Pareto Charts in Excel 2016

Pareto Charts – Excel 2016

 

Sunburst Chart Sample - Excel 2016

Sunburst Chart – Excel 2016

 

Sample Box and Whiskers Chart - Excel 2016

Box and Whiskers Chart – Excel 2016

Source

sample treemap chart Excel 2016

Excel 2016 – Treemap Chart (Source)

 

PowerPivot Enhancements in Excel 2016

Speaking of faster, PowerPivot in Excel 2016 could also enable speedier training for workers who have not used the feature before.

The 2013 of Power Pivot didn’t come with Measures icons; you couldn’t search in the field list, and you couldn’t right click and edit Measures in the field list. These were in the 2010 version and somehow left out in the 2013. Also in the 2013 version, Measures was renamed to Calculated Fields. They all return for the 2016 version, with Calculated Fields reverting to Measures.

Other enhancements for the Power Pivot include:

  • Automatic Time Grouping
  • Multiple Usability Improvements
  • Automatic Relationship Detection
  • Smart Rename

 

One-Click Forecasting

Another key improvement that will make working with this Excel version easier is the one-click forecasting. Users can now create forecast charts using historical data and predict future trends. The innovative feature uses the standard Exponential Smoothing (ETS) algorithm that generates reliable forecasting data. Previous versions used linear forecasting.

Calendar Insights in Excel 2016

Business owners can also take advantage of the Calendar Insights, which detail how decision makers spend most of their time (e.g., frequency of meetings, persons usually met, etc.). The new feature also identifies ways to maximize work hours.

Touch Enhanced Excel Slicers

In keeping with mobile technology, the latest version of Excel slicer now also works with a touch device. Previous versions allowed users to only select single items.

Report Sharing

Excel reports can be shared with groups or clients using the Publish to Power BI feature, which requires an Excel online support. Sharing on SharePoint and OneDrive for Business is also easily done.

 

Insights by Bing

Right-click any cell in Excel and select Insights by Bing. Excel will search for the cell value in Bing and return the results to a research panel docked to the right side of the Excel screen.

Tell Me What You Want to Do

The “Tell Me What You Want to Do” search box, which would help you identify the commands you need to accomplish a task, sounds like a good idea, but it doesn’t recognize most phrases. If you can’t remember that the Filter icon is on the Data tab, it could be helpful. But if you don’t remember the feature is called Filter, it won’t help.

Bye-Bye to Slot Machine Calculations

Another annoyance in Excel 2013 was that any numbers that changed as the result of a calculation would appear to roll down into the cell, as if you were looking at a slot machine. This feature was so unpopular in Excel 2013 that it has been removed.

Excel 2016 Training in Atlanta, GA

 

About the Author

Jackie Kiadii and her team of subject matter expert (SME) trainers provide Microsoft software training that delivers measurable results – increasing productivity, reducing inefficiency, and improving the bottom line. Topics include: Project, Access, Excel, Excel VBA, PowerPoint. Upcoming Excel courses are on our calendar, click here.

Need onsite group training? Call 770.498.7333 or email us. Our courses can be customized to your needs. Jackie has provided software training for employees of The Coca-Cola Company, Emory University, Novelis, and more. This training is available for groups of 4 or more students.

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