How To Guides
How To Guides – Microsoft Excel, Power BI, Word & More
Explore step-by-step tutorials to help you get more from Microsoft Office and technical tools. From Excel formulas and Power BI dashboards to Word formatting and project management tips, our guides make it easy to learn new skills. Each guide links directly to our related training courses so you can go further.
Learn how to download and install Power BI Desktop, check the system requirements and make sure it is ready before your Power BI course.
Learn how to set up an email signature in Outlook. Step-by-step instructions for Outlook on Windows, New Outlook, Outlook on the web, Mac and mobile, plus tips for logos, formatting and consistency.
Learn Power BI relationships using fact and dimension tables, one-to-many links, filter direction and star schema design, plus fixes for incorrect totals.
Learn how to write VBA code in Excel: open the VBA Editor, create and run macros, use variables, IF statements and loops, and handle errors.
Learn how to record your first macro in Excel. Enable the Developer tab, record and run a macro, use relative references, save as XLSM, add a button, and make safe edits in the VBA editor.
Learn how to create and format tables in Microsoft Word. Insert tables, adjust rows and columns, apply styles, borders and shading, repeat header rows, stop rows splitting across pages, and fix common table issues.
Learn how to publish and share a Power BI report. Step-by-step guide to workspaces, sharing links and apps, permissions, row-level security basics, and setting up scheduled refresh.
Learn how to connect Power Apps to SharePoint lists. Build a Canvas app, add SharePoint as a data source, use galleries and forms, save with SubmitForm or Patch, handle Choice/Person fields, and avoid delegation issues.
Automate email notifications with Power Automate using Outlook, Forms and SharePoint. Add conditions, reminders, approvals and duplicate prevention.
Learn how to transform columns in Power Query for Excel. Step-by-step guide covering Split Column, Extract options, Replace Values, Trim/Clean, Fill Down, and common fixes for real-world data.
Merge tables in Excel Power Query step by step. Learn Left, Inner and Anti joins, matching keys, multi-column merges and how to fix nulls or duplicates.
Clean messy Excel data with Power Query: fix data types, trim text, remove duplicates, unpivot, merge, append, combine files and refresh repeatably.
Learn how to use Excel macros the right way. Record and edit VBA, add buttons and shortcuts, handle errors, speed up code, and keep macros safe with trusted settings.
Learn how to lock an Excel spreadsheet, protect worksheets and workbook structure, lock cells, hide formulas, allow editing and encrypt the file.
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Learn advanced Excel charts—Combo, Waterfall, Pareto, Histogram, Box & Whisker, Funnel, Treemap, Sunburst, Radar and Stock. Clear steps and formatting tips to tell better data stories.
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Learn how to format Power BI visuals the right way—themes, colours, labels, titles, dynamic titles, conditional formatting, and accessibility—so your reports are clear, consistent, and professional.
New to Power Apps? Learn how to plan, build, and share your first Canvas app. Step-by-step tutorial covering data setup, galleries, forms, formulas, validation, responsive design, and best practices.
Learn how to use Power Automate templates: find the right flow, connect services, customise actions, test safely and add reliable error handling.
Learn step-by-step how to apply and manage basic constraints in Microsoft Project so your schedule reflects real-world dates without becoming too rigid.
Learn step-by-step how to post messages, reply in threads, and use @mentions in Microsoft Teams channels to keep team communication clear and organised.
Learn how to use INDEX MATCH in Excel with clear formula examples for exact, two-way and multi-criteria lookups, plus IFERROR, wildcards and XLOOKUP.
Learn how to create and manage folders in Microsoft Outlook. Step-by-step guide covering folder structure, favourites, rules, Quick Steps, Search Folders, archiving, and best practices.
Learn how to add and format shapes and icons in PowerPoint. Step-by-step guide covering alignment, styles, SVGs, Merge Shapes, Slide Master, accessibility, and tasteful animation.
Learn how to create and join a Team in Microsoft Teams. Step-by-step guide covering privacy, channels, members, guest access, notifications, files, and best practices.
New to Power Apps? Learn the basics fast — canvas vs model-driven, data connections, screens, formulas, and a simple first build — plus tips to share, secure, and speed up your app.
Create your first Power Automate flow step by step. Learn triggers, actions, dynamic content, conditions, testing and basic error handling.
Learn how to organise your Outlook inbox with folders, rules, categories, flags, search folders, and Quick Steps. A simple system to file faster and stay on top of email.
New to Microsoft Teams? Learn the basics fast—chat, channels, meetings, file sharing, notifications, apps, and best practices—in this easy step-by-step guide.
Learn how to set page margins and orientation in Microsoft Word. Step-by-step guide covering custom margins, portrait vs landscape, mirrored and gutter margins, plus pro tips.
Learn how to insert and format images in PowerPoint. Step-by-step guide covering placement, cropping, effects, background removal, transparency, and file size tips.
Learn how to create and link dependencies between tasks in Microsoft Project. Step-by-step guide covering task relationships, lags, leads, and scheduling tips.
Learn how to use multiple IF statements and nested IF formulas in Excel, with practical examples for several conditions plus IFS and lookup alternatives.
Learn how to insert and format pictures in Microsoft Word. Step-by-step guide covering resizing, cropping, wrapping text, and adding professional effects.
Learn Power BI filters and slicers step by step. Add page, report and visual filters, sync slicers, format controls and improve report interactivity.
Learn how to add and format text boxes in PowerPoint with this easy step-by-step guide. Discover how to position, style, and customise text for professional presentations.
Learn how to use bullets and numbering in Microsoft Word with this step-by-step guide. Discover how to create, format, and customise lists for professional documents.
Learn how to create, format and use PivotTables in Excel. Follow simple steps for grouping, filtering, refreshing data, PivotCharts and slicers.
Learn how to use VLOOKUP in Excel to combine data across tables and sheets, with exact-match examples, IFERROR fixes and XLOOKUP alternatives.
Learn how to set task durations in Microsoft Project with this step-by-step guide. Covers basic, estimated, fixed, and effort-driven durations, plus tips and best practices.
Learn how to create a Power BI dashboard correctly: build a report in Power BI Desktop, publish it, then pin visuals in the Power BI Service.
Learn how to use an IF statement in Excel with formula examples for TRUE/FALSE results, AND/OR conditions, text, dates, nested IF and IFS.
Learn how to create drop-down lists in Excel using Data Validation. Step-by-step guide with tips for basic, dynamic, and dependent lists. Perfect for beginners and advanced users.
Learn how to apply and customise PowerPoint themes. Step-by-step guide explains how to use colours, fonts, backgrounds, and Slide Master for professional presentations.
Learn how to add tasks and milestones in Microsoft Project. Step-by-step tutorial covers creating tasks, setting durations, linking dependencies, and using milestones.
Create your first Power BI report step by step: connect and clean data, build visuals, add slicers, create relationships and publish your report.
Learn how to use Conditional Formatting in Microsoft Excel. Step-by-step tutorial covers highlight rules, colour scales, icon sets, custom formulas, and best practices.
Learn how to create a new project in Microsoft Project. Step-by-step tutorial covers calendars, tasks, dependencies, resources, baselines, and tracking progress.
Learn how to create a new PowerPoint presentation. Step-by-step tutorial covers layouts, themes, text, images, transitions, and slideshow basics for beginners.
Learn how to format text in Microsoft Word. Step-by-step tutorial covers fonts, sizes, colours, bold, italic, underline, and styles for professional documents.
Learn how to create and save a document in Microsoft Word. Step-by-step tutorial covers starting a new file, formatting basics, saving options, and best practices.
Learn how to import data from CSV files into Microsoft Power BI. Step-by-step guide covers loading, cleaning, combining files, and building reports with CSV data.
Connect Excel data to Power BI step by step. Learn how to import tables, transform data with Power Query, build reports and refresh your data.
Learn how to freeze panes and split windows in Excel. Step-by-step tutorial explains how to lock headings, compare data, and navigate large spreadsheets easily.
Learn how to create and format charts in Microsoft Excel. Step-by-step guide covers chart types, formatting, advanced options, and links to relevant Excel training courses.
Learn how to sort and filter data in Microsoft Excel with step-by-step examples. Covers basic and advanced techniques including multi-level sorts, filters, and Tables.
Learn Excel SUM, AVERAGE and COUNT formulas with simple examples. See how to total, average and count spreadsheet data step by step.
Learn how to enter and format data in Microsoft Excel with this step-by-step guide. Covers text, numbers, dates, styles, tables and formatting tips. Ideal for beginners who want to build a strong foundation in Excel.
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