From Excel Expert to Microsoft MVP: Empowering Millions with Data, Dashboards & AI with Karen Abecia [Microsoft MVP]
In today's data-driven world, becoming an Excel Expert means leveraging Excel and AI as powerful allies in managing information. You can unlock new insights and streamline your decision-making processes with these tools. For instance, nearly 90% of finance teams still rely on Excel for financial modeling, despite the rise of AI tools. This reliance highlights Excel's flexibility and functionality in handling complex data.
Moreover, integrating AI into Excel has proven to enhance productivity. A recent study shows that users reported increased efficiency and improved access to information. By embracing these technologies, you can elevate your data management skills and empower yourself in your professional journey as an Excel Expert.
Key Takeaways
- Master essential Excel functions like INDEX MATCH and SUMIF to enhance your data analysis skills.
- Create dynamic charts in Excel to visualize data changes in real-time, improving presentations and insights.
- Utilize Microsoft Copilot to automate tasks and gain insights quickly, saving time and boosting productivity.
- Embrace AI tools to streamline data entry and automate repetitive tasks, allowing you to focus on strategic work.
- Invest in training programs to continuously improve your Excel and AI skills, ensuring you stay competitive in your field.
- Foster a data-driven culture by encouraging collaboration and sharing insights across teams to enhance decision-making.
- Integrate Excel with tools like Power BI for advanced analytics and better data visualization capabilities.
- Adopt a mindset of lifelong learning to adapt to technological advancements and enhance your professional growth.
Advanced Excel Skills for Data Mastery

Mastering Formulas and Functions
Essential Functions for Analysis
To excel in data analysis, you must master essential functions in Excel. These functions simplify complex calculations and enhance your analytical capabilities. Here are some key functions you should know:
- INDEX MATCH: This combination serves as a powerful alternative to VLOOKUP, allowing you to retrieve data from any column.
- IF combined with AND/OR: This function simplifies complex conditional logic, enabling you to create dynamic formulas.
- OFFSET with SUM or AVERAGE: Use this for dynamic range calculations, which adjust based on your data.
- XNPV and XIRR: These functions are essential for financial analysts dealing with cash flow discounting.
- SUMIF and COUNTIF: These functions allow for conditional summation and counting, making data analysis more efficient.
- PMT and IPMT: Use these for calculating loan payments and interest, crucial for financial modeling.
- LEN and TRIM: These functions help with text manipulation and cleaning, ensuring your data is accurate.
- CONCAT: This function combines text strings, making it easier to manage textual data.
By understanding these advanced functions, you can significantly improve your data analysis skills.
Creating Nested Formulas
Nested formulas allow you to combine multiple functions into a single formula. This technique can streamline your calculations and enhance your analysis. For example, you can nest an IF function within a SUM function to create a conditional summation.
To effectively create nested formulas, consider these best practices:
- Start with simple formulas and gradually add complexity.
- Use parentheses to clearly define the order of operations.
- Test each part of the formula to ensure accuracy before combining them.
Mastering nested formulas will empower you to tackle more complex data analysis tasks with confidence.
Data Visualization Techniques
Data visualization is crucial for presenting your findings clearly and effectively. Excel offers various techniques to help you visualize data and communicate insights.
Dynamic Chart Creation
Dynamic charts automatically update when your data changes, providing real-time insights. To create a dynamic chart, follow these steps:
- Organize your data in a table format.
- Use named ranges to define the data series for your chart.
- Insert a chart and link it to your named ranges.
Dynamic charts enhance your presentations and make it easier for stakeholders to grasp complex data relationships.
Effective Conditional Formatting
Conditional formatting allows you to highlight important data trends and patterns visually. This technique improves data comprehension and aids in decision-making. Here are some tips for effective conditional formatting:
- Use color scales to represent data ranges visually.
- Apply icon sets to indicate performance levels or trends.
- Create rules that highlight cells based on specific criteria.
By utilizing conditional formatting, you can transform raw data into meaningful insights, making your analysis more impactful.
AI Tools in Excel for Enhanced Productivity

Microsoft Copilot Overview
Microsoft Copilot in Excel represents a significant advancement in how you can interact with data. This AI-powered tool integrates seamlessly into your Excel environment, enhancing your productivity and efficiency.
Key Features of Copilot
Copilot offers several key features that make it a valuable asset for users:
- Natural Language Processing: You can ask questions in plain language, and Copilot will interpret your requests to provide relevant data insights.
- Automated Insights: It analyzes your data and generates insights, helping you make informed decisions quickly.
- Task Automation: Copilot can automate repetitive tasks, allowing you to focus on more strategic activities.
With these features, Microsoft Copilot has captured approximately 14% of the market share among AI tools integrated with Excel, as shown in the table below:
| AI Tool | Market Share |
|---|---|
| ChatGPT | ~61% |
| Microsoft Copilot | ~14% |
| Google Gemini | ~13% (growing fast) |
Benefits for Data Analysis
Using Microsoft Copilot can significantly improve your data analysis capabilities. Users have reported saving an average of 14 minutes per day, which adds up to nearly five hours per month. The most efficient users save 30 minutes per day, translating to about 10 hours per month. Additionally, 70% of early Copilot users feel more productive, completing tasks 29% faster in activities like searching, writing, and summarizing.
Automating Tasks with AI
AI tools in Excel excel at automating tasks, which can greatly enhance your productivity. By automating routine processes, you can focus on more critical aspects of your work.
Streamlining Data Entry
One of the most significant advantages of AI in Excel is its ability to streamline data entry. Automation eliminates manual data entry processes, saving you time and reducing errors. For example, AI can automatically import data from various sources, allowing you to spend less time on repetitive tasks.
Utilizing Predictive Analytics
Predictive analytics is another powerful feature of AI in Excel. This capability allows you to forecast trends based on historical data. By leveraging predictive analytics, you can make more informed decisions and anticipate future outcomes. The true advantage of AI lies in its ability to automate entire workflows rather than just performing isolated calculations. This comprehensive approach maximizes the value derived from data processing tasks.
Here are some common tasks that AI automates in Excel, along with their time savings:
| Common Tasks Automated | Time Savings Description |
|---|---|
| Data imports | Saves time by eliminating manual data entry processes. |
| Date calculations | Reduces errors and speeds up time-sensitive calculations. |
| Text cleanup | Streamlines data preparation for analysis. |
| Categorization | Automates sorting and organizing data efficiently. |
| Standardization | Ensures consistency across datasets, saving time on revisions. |
| Deduplication | Saves time by removing duplicate entries automatically. |
| Formatting | Automates the presentation of data, enhancing readability. |
| Report generation | Speeds up the creation of reports, allowing for quicker insights. |
By integrating Microsoft Copilot and other AI tools into your Excel workflows, you can significantly improve productivity and efficiency. Embracing these technologies will empower you to make better decisions and enhance your overall data analysis capabilities.
Practical Applications of Excel and AI
Case Studies of Successful Implementations
Business Intelligence Applications
Many organizations have successfully implemented Excel and AI to enhance their business intelligence capabilities. For instance, NYSHEX faced challenges with manual data extraction from various sources. They centralized their data into one system, allowing all employees to access it without coding knowledge. This change tripled their shipping volume between Asia and the U.S. in 2019.
Another example is Stitch Fix, which aimed to reduce returns and improve customer recommendations. By collecting data throughout the buying process, they gained insights into customer preferences. This strategy helped them grow their customer base to 3.4 million and achieve revenues of $1.7 billion in fiscal year 2020.
Financial Forecasting Techniques
Excel and AI also play a crucial role in financial forecasting. SKF needed consistent forecasting for diverse products across many locations. They implemented a business intelligence system that served as a single source of reliable information. This approach improved their planning process by centralizing data and sharing analyses across departments.
To measure the return on investment (ROI) from these implementations, organizations focus on key metrics. For example, technical teams monitor model performance and integration uptime daily or weekly. CFOs look at financial ROI and budget variance monthly or quarterly. Boards assess strategic impacts quarterly or annually. Continuous ROI assessment with real-time monitoring helps organizations identify performance issues quickly and make necessary adjustments.
Integrating Excel with Other AI Tools
Power BI Connectivity
Integrating Excel with Power BI enhances your data analysis capabilities. Here are some effective methods for this integration:
- Seamless Data Transfer: Easily move data between Excel and Power BI for enhanced visualization and analysis.
- Access to Advanced Analytics: Utilize Power BI’s features like predictive modeling and AI-driven insights within Excel.
- Data Cleansing and Refinement: Use Power BI tools to ensure your data is accurate and ready for analysis in Excel.
- Improved Collaboration: Combine Power BI with Excel for better teamwork on reports and dashboards.
- Real-time Data Updates: Keep your reports current with automatic updates from Power BI.
Machine Learning Integration
Machine learning integration with Excel significantly enhances predictive analytics capabilities. Here are some key features and their benefits:
| Feature | Benefit |
|---|---|
| Automated Data Cleaning | Detects inconsistencies, removes duplicates, and standardizes formats. |
| Natural Language Processing | Allows querying data using conversational language. |
| Built-in Forecasting Algorithms | Helps predict future trends based on historical data patterns. |
| Instant Insights | Automatically identifies patterns, outliers, and correlations. |
| Reduces Analysis Time | Cuts down analysis time by 70-80%. |
| Minimizes Human Error | Reduces mistakes in data processing. |
| Empowers Non-Technical Users | Enables advanced analytics without technical expertise. |
| Accelerates Decision-Making | Provides real-time insights for quicker decisions. |
| Improves Presentation Quality | Enhances visualizations with AI-generated content. |
By leveraging these applications, you can transform how you manage data and make informed decisions. Excel and AI together empower you to unlock valuable insights and drive your organization forward.
Building a Data-Driven Culture
Creating a data-driven culture is essential for organizations aiming to thrive in today's competitive landscape. This culture empowers employees to make informed decisions based on data insights. However, more than 57% of companies struggle to build such a culture. To overcome this challenge, you must focus on training and development opportunities that enhance your skills and foster collaboration among teams.
Training and Development Opportunities
Workshops and Resources Available
Investing in training programs is crucial for your success. Organizations should offer a variety of resources to help you master Excel and AI skills. Consider these options:
- Curated collections of resources from past newsletters for professional development.
- Practical guides and training sessions focused on Excel and AI integration.
- Online courses that enhance your Excel skills and their application in AI contexts.
These resources ensure you stay updated with industry advancements. They empower you to excel in your role and career path.
Encouraging Lifelong Learning
Continuous learning is vital in today’s fast-paced environment. Nearly half of learning and talent development professionals see a skills crisis, with 49% agreeing that executives are concerned about employees lacking the right skills. Organizations that prioritize continuous learning can achieve their vision and adapt to changing market demands. Here are some effective strategies:
- Offer training sessions that align with technological advancements.
- Encourage employees to pursue certifications and advanced courses.
- Create a culture that values knowledge sharing and collaboration.
By fostering a mindset of lifelong learning, you can enhance your skills and contribute to your organization's success.
Fostering Team Collaboration
Sharing Insights Across Teams
Collaboration is key to maximizing the benefits of a data-driven culture. Sharing insights across teams enhances organizational knowledge transfer. Organizations leveraging AI-powered platforms can significantly reduce friction in finding and sharing knowledge. AI tools enhance collaboration by connecting employees with subject matter experts. This approach streamlines the curation process, making information more accessible and reliable.
A recent study found a positive correlation between adopting AI technologies and increased knowledge sharing among employees. This indicates that AI can enhance performance outcomes at both individual and organizational levels.
Utilizing Cloud-Based Solutions
Cloud-based solutions facilitate collaboration and data management. They allow teams to access and analyze data from anywhere, promoting real-time decision-making. Here are some best practices for utilizing cloud-based solutions:
- Offer thorough training sessions on how to use Excel's AI features effectively.
- Encourage users to experiment with AI tools and provide support for challenges.
- Foster a culture of innovation and continuous learning.
By embracing cloud-based solutions, you can optimize your data management processes and improve team collaboration.
In this blog, you explored various strategies to empower yourself with Excel and AI. You learned to master advanced Excel skills, utilize AI tools, and apply these technologies in real-world scenarios. To implement these strategies effectively, consider the following steps:
- Set realistic goals and expectations.
- Involve key stakeholders for diverse perspectives.
- Assess your data infrastructure for quality.
- Conduct a competitive analysis to learn from industry trends.
- Create a clear AI strategy aligned with your business objectives.
By embracing these strategies, you can enhance your data management skills and drive meaningful improvements in your work. Start implementing these techniques today and unlock the full potential of Excel and AI! 🚀
FAQ
What is an Excel Expert?
An Excel Expert is someone who possesses advanced skills in using Excel for data analysis, visualization, and reporting. You can become an Excel Expert by mastering formulas, functions, and data visualisations.
How can I improve my Excel skills?
To improve your Excel skills, practice regularly. Utilize online courses, tutorials, and workshops. Focus on mastering essential functions and creating dynamic reporting to enhance your data analysis capabilities.
What are dynamic reporting and its benefits?
Dynamic reporting allows you to create reports that automatically update with changes in your data. This feature saves time and ensures accuracy, making it easier for you to present insights effectively.
How does AI enhance Excel's functionality?
AI enhances Excel's functionality by automating tasks, providing predictive analytics, and generating insights. This integration allows you to focus on strategic decision-making rather than manual data processing.
What are some effective data visualisations in Excel?
Effective data visualisations in Excel include charts, graphs, and conditional formatting. These tools help you present data clearly, making it easier for stakeholders to understand trends and insights.
Can I integrate Excel with other tools?
Yes, you can integrate Excel with various tools like Power BI and machine learning platforms. This integration enhances your data analysis capabilities and allows for more advanced visualisations.
How can I foster a data-driven culture in my organization?
To foster a data-driven culture, encourage training and development opportunities. Promote collaboration among teams and provide access to resources that enhance Excel and AI skills.
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Yeah, welcome, Arvi and hello and welcome back to the MC65FM podcast.
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Today's guest has decated more than two decades to helping people unlock the power of Microsoft
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Excel and data. She is a Microsoft MVP professor, entrepreneur, international speaker in one of the
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world's most recognizable Excel educators. Her educational content reached hundreds of
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thousand of professionals through YouTube linked in Instagram where she teaches Excel,
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dashboards, AI and practical approach approach away. She trained more than 15,000 students,
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built a YouTube community over 250,000 subscribers and is so passionate about Excel
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that she has even two Excel tattoos. Karen, it's fantastic to have you here on the show. Welcome
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to the MC65FM podcast. Thanks for the invitation. I'm so happy to be here and I hope that we have
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a super good moment here. Yeah, for people, I don't know, you are really famous, but for people
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who may not know you yet, who is Karen? For the for the work, I'm Excel lover.
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Since my 19 years old, now I have 42. I have two kids. For me, they are always kids,
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but they are adults. I'm a karaoke singer, lover, super karaoke, I'm so, so karaoke lover.
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About Excel, about people, I'm doing this job to help people in the internet and
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out the internet since my 19 and I'm so happy to be, to can help people with my work.
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It's really fantastic, Vista Karoche, I don't know what on my research. So in Berlin,
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in Germany, Berlin, there is Excel karaoke. You will be there. But do you remember the first
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moment, Excel, really fascinating you? I cannot remember the first moment that fascinates me,
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but I remember when I fascinate the other people in my work with my kind of do my spreadsheets,
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and I didn't know why they are talking about I was making a good job, but they always talk about
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it's different. Why you make different spreadsheets? And in this moment, I start to think,
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everybody have to know, everybody deserves to know, how can receive this kind of
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congrats about this job, it's so good to fill it, you know, not about numbers, but about the
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presentation, how can show the numbers? The colors, the presentation, I'm a so visual person,
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you know? Yeah, I'm sorry, but I have to ask, tell us a little bit the stories behind your
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exalt tattoos. About the tattoos? Yeah. I was talking with another friend that they they has a
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tattoo about Excel, and I'm not a super lover, tattoos, but Excel changed my life, changed my life,
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like in in my job and with my family and especially with my kids. So my first tattoo was about my kids,
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the initial of the name of my kids, because I think that tattoo is a thing that you'll do in your
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body to remember good things forever. I will never have nobody have X dollar, X sun. So I did a tattoo
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in my neck about my kids. And after this, when I start to grow up in internet with Excel, Excel
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gives me a lot of powers, powers to and power other people, power to say to my kids, you can do
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work receive money and be happy with this. So Excel for me is not just an icon or a nap, it's about
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hour. And if I if I cannot work with Excel today in thousand now today, it it worth it. So Excel
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changed my life. And I thought about putting my body to remember what what kind of crazy Excel change,
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my family, my life, the way of the people respect me. And especially them, I was talking about
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empowering other person and especially women's in their jobs with different steps and not
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hard steps, difficult steps, not not others, just tricks and think about be different. And I decided
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for this, put a tattoo in my, my arm. Yeah, you say you have two kids, did you teach your kids also in
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Excel? They they work with me for my doctor work at Sains three years and my son two years with me,
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not especially with Excel, but editing videos and doing logistic things to to give to my students.
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But they have to everybody that come to join my team have to study a little Excel, a minimum,
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you know what we are talking about, you know, so they they can use Excel, not not hard skills, my son,
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my, my son is, I don't know how can I say advertising is about advertising, he works. And my
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doctor works with architecture, nothing about Excel, what Excel, health, it's everywhere.
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What will you say when the when your kids say, okay, I will also want to extort the two.
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About that at all. Oh, they know, I think I think no, I have certain about this.
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My family have so proud of me and they support me in every decision, each the the small decisions
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like this. And they know how it it's important to me, especially because I don't have
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college, I started my in my normal school, I don't have a, how can I say it after you school?
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Or high school? Yeah, I did it, I don't make a formation, I didn't. So for this, I was always
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talking with my kids, I have to study more everyday, more than normal persons because I have to run
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to know about the, the new things, the new stuff that Excel and now it's not about Excel, it's about
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a year analysis and big data. So they have proud, proud about this and I have sure that it's,
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it's, it's help, it helped my kids to know that you have to study every day, but you can't choose
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what you want to study, you don't have to, I don't have to choose to excel, I love it. And I think that
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everybody deserves it, choose, choose what you want to do for your life.
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I think wow, when you look at Ed Linkton or some other social media channels, every few days someone
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says Excel is dead. Why are they wrong? About the AI? I think it's before AI, it's, it's like, I feel
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like 20 years also, Excel is dead, Excel is dead. So, I think that is the, the same subject about
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every priest is, every priest in the church, it's, they are bad guys or every kid have trouble.
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Everybody talk a lot, but the people don't leave it. I'm, I don't go to the church, but in, in the church,
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in or out, everybody have good things and bad things. And if you are inside for this example,
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inside the church, you can talk about it. But if you just see the news on the, the TV shows and
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advertising, you cannot talk about it. For me, it's the same with Excel. When somebody talks Excel,
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we're gonna die or for AI or for every stuff. It's about persons that don't know what they are
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talking about. So, I don't care about it. I just heard and say, "Oh, okay, if you need me, I'm here."
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You, you have to teach so many people what will you say to them when they ask you what separates
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a good dashboard from a bad one? Especially now with AI, I always talking about it's not
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basic or advanced work because when I started, my work was, "Let's go today with basic and
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basic Excel." But what it means, what it really means. For me, basic is something for you,
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it's other thing and advanced said it's the same. So, when I started to make dashboards,
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I was in a barbecue party and somebody said, "Ah, do you know? Cutting work with dashboards."
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And a lot of people always were saying, "Me too." And I left, I was, "Mil, okay, give me some beer."
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You know, because they are not prepared for listening about this and about your question
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when I talk about good dashboards. Now, again, especially now with AI, I always thinking,
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robot, AI tools can do your dashboard. So, you're not special. If the answer is yes,
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you're not doing a super special thing. Everybody that have an internet and
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want it can do a dashboard. But not about basic and advanced it, I want to receive
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what I call the wall effect. So, I say, "Miracle, what do you think about it?" If "Miracle" looks to my work
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and say, "That's good, I have some role." You know, I want to say, "Wow, it's about Excel,
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just Excel. How can you do it?" So, the wall effect is what I'm looking for.
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With AI, without AI, but not a normal thing. I want more than five minutes in a call.
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So, "Okay, okay, your dashboard, no, wow, it's Power BI? No, it's Excel. It's Excel with notes,
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just Excel. It's what I expect."
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Yeah, this is awesome. When we think about Excel, I think a little bit about data storytelling,
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what are the common mistakes people do with dashboards?
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With dashboards, in my opinion, to separate the kits for the adults when they do dashboards,
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I talk always about it with my students. It's a simple thing that I think that you will
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surprise about my answer, but okay, it's patterns. It's about a line and how can I say it?
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Everybody think about numbers and charts, but when you make with AI or some Power BI or things like
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this to make a dashboard, they are ready to align and make the sizes, the sizes. It's the word.
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And it's a simple thing, our group of things, our little things, that make a super different result.
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When you care about alignments and the same colors and not every text and size of the titles and
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the people just consider it when I show after and before. In the same moment, I think that I'm
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doing a good work and I make my changes and say after and before. Oh, yes, it's super good.
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And I think that is, "Ah, and I'm Brazilian." I'm Brazilian, but I don't think that it's just for Brazil,
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a special thing, but I talk about my Brazilian students. 99% make the same mistake languages.
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Okay. Mistake with words, wrong words. It's not about numbers. It's, it's, oh my god, it's text.
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Yes, yes.
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This is, this is really interesting. Did you think, I don't know, I never have used Brazilian language
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in an excellent mother. I think it's more Portuguese or Spain. I don't know. Look, like something.
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Uh, what in Brazil, the people talk about Portuguese and Spanish is the same, but if you talk
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one phrase complete, you cannot understand. I talk because I am, I am my grandmother, my grandfather,
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I'm from Bolivia, so I have the Spanish language too, but the Brazilian cannot say Spanish.
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Cannot speak Spanish.
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[speaking Spanish]
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In English, um, we have teach so many people, uh, that's, that's amazing. 15,000 people.
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That's, I don't know, that's really amazing. Are, uh, did you see that this, these people come from,
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uh, uh, special industry or it's, uh, no, it's, um, um, interesting thing because everybody that
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have, uh, seat and a computer can be my student. It's not about, uh, special industry.
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It's about, do you use a computer and do you use Excel? Come on. It's just it because it's about
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tricks and special, special ways to do the things. I'm not, I, well, could you think,
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that, would you imagine that I have so many friends in Excel world as, um, special teachers around
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the world about the language that God gives me more than one language to communicate with a lot of
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specialists. But, and I have certainly, I have certain about this. It's not about hard stuff.
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It's not about difficult. For example, do you know how can program?
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Uh, yeah, uh, with some program languages I'm familiar with.
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For example, tell me one, uh, yeah, most I use PHP and, uh, yeah, I have learned, I have learned, uh,
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Cobalt and a Samu Lara in this, in this, in the school. Okay. I don't know how, how, how create a
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VBA code without a macro. I, I'm not a cold person. So, in the beginning, they joked me a lot,
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the specialists. Now they come, oh, I'm sorry. Now we can be friends. But in, in that time, uh,
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that girl, it's not about super Excel. It's about paint. But with the time have passed,
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the student came, the resident came. I, it's always talking about, it's not about cold or not cold.
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It's about the resident. It's about more five or twenty minutes with your boss. To, to have
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attention, to have respect, to have a different way to do. And I, since now, I don't like VBA.
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I don't like cold. I try it a lot. Try that lot, but it's not my, it's not my best. Yeah. Um,
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I think, if I'll be a, or if I'll be as, uh, it's really interesting. Uh, and, uh, I have a lot of
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years not working with Excel and some, now you can do all this great stuff. Uh, but before it's more,
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yeah, it's more like a war and you have to use VBA for, uh, a, a form or something. Uh, so yeah, uh,
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yeah, that's really interesting. How, how this has changed and, uh, yeah, but I think that that change,
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now it's so, more interesting than that, that when, uh, we started because now, I don't have to know
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about codes and more than this. I just have to know what I want you to do. How ask this to, uh, AI,
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and the, the people don't, don't realize it. Don't think, don't, don't understand it, you know.
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Yeah. Uh, when we talk about co-pilot, uh, I was, uh, I was not happy with co-pilot or, uh, at the start,
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especially in Excel because it says, okay, you have to do this, this, this, this, this is like clippy.
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It's, it's more like clippy. Uh, for me, it wasn't, and I had paid with it for a little while, but yeah, uh, um,
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how did AI change, uh, Excel? How, how have it, or is it a new interface or is it a new
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way to work or is it something that's like, help you like clippy? How did you see this?
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I'm still constructing this relationship with co-pilot, especially. Now, I'm so
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best friend ever about cloud. Yeah. No, clouds is the, the best internet, uh, artificial AI, AI for us,
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especially for Excel, but I think that we have to give points and give credibility to co-pilot because
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the Microsoft is running and running to make co-pilot faster and better. And I always try
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to construct my things in Excel in two or three ways, different ways. So I have to make a project.
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I start asking to GPD. And, and after this to co-pilot and after this to cloud to, um, understand,
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how can I go deeper with each AI? And co-pilot is making, making good surprise for me.
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I use co-pilot inside Excel with, uh, edging, not just asking what I have to do in this situation.
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So I'm talking with co-pilots, please do it. Please do it in my way because I have a special
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way to create the things. Sometimes it doesn't, uh, have native things in Excel. So I'm creating my
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relationship with co-pilot to say, do it, but in my way, and co-pilot is surprising me with good things.
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I'm trying to make with Excel, but in this week, I, uh, in next week, I will start studying more deeper
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about the agents with co-pilot, especially I was using or tea and cloud, but now we have in co-pilot.
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So I was studying, I, I'm studying about it and super good thing for softies. It's running,
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is running. Uh, every single week, don't have these AI stuff. Uh, what's your famous
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problem era in Excel? Without a Yine, um, create colors, create design, not about formulas.
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Okay. If you give me, um, beer and Jack Johnson playlist and say go to that color in this, in this
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dashboard, I will be crazy and so nerd. I know about it. Yeah. Uh, for me was about the lookups,
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I love the lookups, uh, but I ever struggled with the colors to, to say, okay, this person of this,
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it's never worked for me. Uh, I, I get, I hate the Excel phonics, uh, especially on my dashboards. I,
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I hate it. I hate it, but no, that, okay. And I changed to, to Power BI. Uh, what did you think,
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about Power BI? Is it a good partner or is it more, uh, like, uh, to build that table,
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kill Excel will, will be standalone?
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When I started, I, I make a bad thing, a, a super bad thing. I'm don't, uh, I, I don't
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happy about it, but it's the life. I was in, um, with a hundred person and I was starting with my
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channel and that that was super, super, um, teachers, the, in the internet, talking about the Power BI,
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but Power BI don't have the same sum, the sum is different. Yeah. Oh my god. Yeah. Yeah.
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It's super different. And I'm, I'm, I was talking about, I, in the Microsoft, in the microphone,
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I talked about the curve of knowledge, Excel versus Power BI. And we don't have to do it. It
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don't, doesn't make a sense because, because the, the companies don't have Excel and Power BI for
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everybody. They don't do it. And different steps. Now I have a, a school and I don't, I cannot
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be a teacher with Power BI today. So I have another, um, a partner to, to make the classes with Power BI.
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And I'm, I learn about Power BI every day. I don't learn it, but I have it because I don't have the,
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the free way that Excel gives to us. But Excel don't have a lot of things that Power BI have.
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So they are complementary things. But when I started, I think that is the good and bad,
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well, but now I have sure that they are partners for each, project, a different companies and size
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of companies and types of subjects and things. Well, what, what did you think about, um,
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a lot of people like me, use Excel more like, uh, data database. Uh, and then I use, I don't know,
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PowerPoll into present, present thing, the stuff or Power BI or, uh, what did you, did you think about,
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this Excel all, it's a small database or what is it? Uh, I, I heard from some people that I have a lot
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of data, a hundred, you know, 105, a hundred, um, rows is not a super big data, but for some kind of user,
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it is. So we cannot put in a box like Macdonald's number one and number two. They are,
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they have so many different things to analyze. What can, can you do? But I always thinking about,
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what I prefer, what I have more comfortable to use today, uncomfortable with Excel, one example that
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happens in the next time, do you know about MVP conference? Uh, yeah, I heard about it in right
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month. As you know, we have, we are in the 30, the, the, the 30 edition in this, in the next 10 months.
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And I was involved with things like this. I think I don't have so many problems, so I will have
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more and more one projects like this. I, I love, I love organized events and people and ideas.
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And we are talking about how can we organize the, not the data about sales, but the, the data about
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logistic and don't forget about one thing and the name of the, the features and things like this.
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And I, I, I, and I was fighting for, let's do it in Excel, please. And I have always, but,
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it's not about me. If I was the person that have to decide, I'm comfortable with Excel,
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but they created a website, a system to put it. And I'm also sad about it. But if I can decide,
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I always will make in Excel. I have, I have always my, my, my, my life organized in Excel. But
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it's all, it's about comfortable. It's not about the best. It's for me. It's the best. It's like
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talk about Google Sheets and Excel. For me, Excel is better in my world. But I'm creating a lot
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of projects for the teacher, not Excel teacher. For the companies that have curses in, in, in the internet.
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And they don't like Excel because Excel is starting with co-authoring. But Google, it is better for this.
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Yeah. Oh, so we have to, to understand our clients, our moments. But for me, Excel is better.
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Yeah, I think I have a, a, a, my name, a guest and he is, uh,
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an NPP for, uh, Excel and, uh, also, uh, I don't know how, how Google called it.
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But he also make a world color, but we really find it, funny guy and he say, yeah,
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yeah, Google in sometimes better and sometimes better dreams. Excellent. I'm more the enterprise guy
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and I think, okay, I never think about, uh, Google staff because it's a enterprise ready for me. But,
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yeah. But if your clients decide I want to do in Google, you have to, or something, right,
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I can, I can, I say, uh, let us stay in one cloud. I don't have fill out all this, this,
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other, uh, compliance stuff and so on. And you have Microsoft. So I stay in here. And I think
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the more things are really, really good. But, but I have really, really a question. I'm really
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interesting. You built, built this amazing, uh, community. And, yeah, um, half, you are a teacher,
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half this change your, your mind about, uh, yeah, how, how to teach, what have you learned about
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this amazing community? I think that my mind is changing every day, but one thing that I change it
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in, especially in my mind when I started to, with internet to, to make my students and my way to
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teach it's about, don't, how can I translate it? Um, I, I cannot, I, I don't, I cannot make you feel
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dunk, dunky, dunky, okay, because when I started in, in, in, night, tea world, the IT person
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come and say, uh, one minute, yes, it's done. It's done. And I'm feel like I don't. Yeah. Well,
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and when, when I'm talk with other, other teachers, since now, it's a bad thing, but it's the truth.
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Sometimes they, they talk in, you know, what's up groups of things like this. You guys,
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the my students don't know how can create blah, blah, blah. And I think it's your job.
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It's your job. It's not one thing to be surprised. You know, it's like when you start a language,
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a new language, when you start, write a bike, a gene, everything. And some teachers, since now say,
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oh, I cannot believe the people don't know how to create blah, blah, blah. It's absurd.
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It's, how can a teacher think about this? So I, I have a super power, I think. Okay. Let's talk about
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things. I have a super power that, and now I'm have 42, but in the next Saturday, I will,
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I will come back to my 50, 15, 15 years when I play it handball, you know?
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And I will make it again. I'm so happy about it. And it's my super power. It's my super power that,
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here in my mind, I have 15 and 40. And I can remember how is, how bad was, when they told me,
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I can't believe that you don't know how can create it. So when I am talking about a new thing,
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I will not teach you like miracles. It's a super hard thing. I will, miracle. I have a lot of
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doubts about this, but miracle. Let's, let's go together and it will work. And you will be so happy.
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Like I was happy my first time as go to gather, miracle. And the person said, yes, let's go together.
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I can feel like the first time that I create something in itself. My happiness came again,
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like my 15 years, you know? I think that is the difference. My happiness is a true happiness.
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And I talk with my students, hey guys, I will present now and you can scream because I
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want to scream in this moment. And the first one say, oh, that's amazing. Yes, I really feel
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amazing like the first time that I create it. I can't remember. I think that is the different
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that make comfortable the classes for every age, for every kind of user, for every different
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subject. And if you don't understand, if you give me your attention, I will be happy. I will not
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be happy until you cannot be with me. It's my, I think that is my different.
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Yeah, Carol, you have this positive, yeah, I don't know, aura and how bring you to your teachers,
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to your students. How what? How bring your positive,
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feeling? Could you say with another words? Yeah, you have this positive, I don't know, aura,
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aura, how can you bring it to your students? I think that it's about being, be me. You know, sometimes
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I want to do my classes in the most of time, do my classes with talking about my kids,
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talking about my life, using my colors. I have here, I don't know how, how can I say that this
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special word, I fake, I fake hair. How can I, I say, I fake hair to put in a film?
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Yeah, yeah, I know what you mean, oh, how is the call? You know, I'm talking about, I know, I'm
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fanatic, like fantasies. And I put super-colored makeup and, and I feel, you can feel like you want,
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you, you are tall, small, oh, you wanna, you have to be you in your job, in your class,
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because the power, the real power, the whole effect, it's not about your knowledge, it's how you
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are feeling about this, because the other people will feel, will feel it with the same, you are talking.
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When I make classes, especially in other language, like now, or speeches, they, they,
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they talk me about aura or energy, I don't know, because I wanna, you feel the energy that I'm feeling,
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it's the, the sucess for everybody, I think. I think.
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Yeah, this is, I think, yeah, this is something I also feel, it's, it's, it's a really, really cool,
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and if I make some long, it's okay, it's the special thing. If you talk, especially in my,
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in English now, it's not my first language, and if I told some wrong, okay, and in Portuguese,
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if I, I make a mistake, I say, oh, guys, I make a super mistake, how can you help me with this? And
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everybody, love it. No, it's not about be perfect, it's being union. Yeah, I think we are not English teachers,
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so we can do some mistakes. I think, especially the English guys, the British or US guys, they love
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when, when people doing some misunderstandings and so on, I think it's, that's, that's,
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cool of tech community, because we are not English speaking community, I think they are all, I don't know
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the English community, but yeah, it's cool. I love it, I love it, I love it. If you, if you look a little
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bit back, what motivates you to continue spreading your kids, okay?
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motivate you can you don't have to make more words. What motivates my kids, okay, my life? It's about my kids. My work. It's about my kids. My excited about my kids, my
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suitors, my wake up, everybody's about my kids. My kids, 23 and 19, okay, my little kids. Yeah, okay, then you really, you start really early, I think. Oh,
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all the, you're, you're, you're also become an MVP. What will you say, how important what this for your career? When I heard about MVP, I think 20 years ago, I
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thought, oh my God, work for free, Jim Microsoft doesn't make sense. It's what I am when I was thinking in 20 years because nobody, we don't have internet. You know, we don't have
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information, don't have nothing like we, we have now, but with the past with the years going past, going, show me, I, I never think about, how can I be, how can I turn
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me on MVP because I don't know what is, what can, what I have to change to be or stay at MVP. So when I receive a nomination, I think 10 years ago, just, I may
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say in car, what do you think become true MVP click here and I click it and nothing and nothing, nothing. And I was thinking about what do I make a mistake? What did wrong and one year, two year, three years, but I was creating my name.
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And helping people, so nothing changed. I, I was working and do all my things, helping people. And six years ago, I received the again, the nomination, but it works. And was one of more
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special days in my life because it's like, okay, from your super boss, Microsoft came to my door and say, yes, you are doing a good job. Go ahead. It's, it's like this. I am, I am receiving the mail.
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And it, it was in, in English. And I'm so, I was so nervous. I so, so, so nervous that I copied the mail that was congratulation. And I copied the content and I put in the Google translate and say, please Google.
273
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If it's real and I start to cry and my kids was with me and they was what, what is going on? And it's about money. Microsoft is contracting you. Your flow is more than this. It's more than this is, is hard to explain.
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And since that time, I, the truth is my friends and some super good teacher respect me more and with this title. So something's changed.
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The respect with the community, but first of all, it's for me. I think that like I told you, my boss saying, yes, you are doing good things because since that time since that moment, I was receiving money to do my work and helping people.
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But then the fee was not about money. It's about respect and respect and say you were in a good way. Go ahead. It's for special.
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But you have, yeah, I say you have to teach so many people. What are the one moment your students ever taught you something unexpected?
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I know that I can remember one that I will save it. I will, I think that was some good thing. It's weird, but good thing.
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I received a message in an Instagram saying hello, your teacher, I was writing for you this message to say thank you for your knowledge. I'm now in a jail.
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In a jail and you know that in jail in Brazil, we don't have different behaviors, but I'm I'd be fair. I know family is Brazil.
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I'm not a jail, but yet, okay. Weird. So here I was nothing, but I started how I don't know, but he is talking.
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I started seeing your videos and they give me a cell phone to see more videos to create my spreadsheets here to administrating the things here in a jail.
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And for these, I have super special activities that my friends don't have it just for your knowledge for free in the internet.
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And I'm thinking, oh my God, I never thought that it can be in a jail.
285
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And I think that is the weird story, but I have good stories about a person that come out about the depression can be this word about when you are seeking said in a dark room.
286
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So the person that say, I don't want to do nothing. I'm not good with nothing and start to see your videos. And I think, oh, I can do it. I'm a woman like you.
287
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Don't have super sturdy like you. And and stories that make a similar situation and the person have powered and go out about sick, a mental sick about the Excel.
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And with the things I think that is not about Excel, it's about what I was talking with you with power, give power to people.
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Yeah, but the jail, I also have something or a little bit waiting for because I don't have to pay my taxes.
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Let's see, let's see. I do, but yeah, it's okay. It's okay to go to jail. But yeah, we're running a little, I love this conversation, but be a little bit running out of time.
291
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So I have, I call the quick fine round. And I ask you a short question and you give me a short answer. So, oh my God, let's go.
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Excel power be I Excel best food in Brazil.
293
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Dark or light mode dark.
294
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Pivot tables of power query power query.
295
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Your favorite keyboard shortcut.
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Control key.
297
00:53:52,000 --> 00:54:04,000
Favorite Excel function.
298
00:54:04,000 --> 00:54:07,000
Random between most underrated Excel feature.
299
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Map a short match. Normally, I asked now coffee tea or energy drink, but coffee tea or a matter or what?
300
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Matter is love this Brazil drink with this.
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Don't know matter.
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I don't know. I'm not wrong. I'm about, I'm about energy drink always.
303
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Are you training or classroom training again, please?
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Online training or classroom training.
305
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Classroom training dashboard or report.
306
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Dashboard.
307
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Wind or Mac?
308
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Wing those.
309
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The best answer. A. I.S. or many or former last.
310
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Say the game please.
311
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A. S. A. I. Assistant or many or former last.
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I don't know what the second. So I cannot answer this.
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Okay. Your favorite your favorite Microsoft event.
314
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My favorite Microsoft what event event.
315
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I'm with the conference. I don't have a lot of Microsoft events here, but then with conference it's a super good event.
316
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Yeah, we play a lot on conference.
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Next year.
318
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One pro TV habit.
319
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Pretty habit.
320
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In a shower say thank you for every every little stuff on my life every day.
321
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When I invite you to Karaoke party.
322
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What is your favorite song?
323
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As long as you love me from back three boys.
324
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Oh, you have to sing with my girlfriend.
325
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One world will describe.
326
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One world.
327
00:56:19,000 --> 00:56:24,000
What is your type of cell flexibility?
328
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The current thing is so much for being here.
329
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So I have to ask you my my closing question.
330
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So I don't know. But I asked my my stunner question, but I will ask you another one.
331
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And this is how do you balance your entry notion teaching family and content creation?
332
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How did you all this in all?
333
00:56:54,000 --> 00:57:01,000
I don't know. It brazil have have more have more hours than in Germany, but how did you all?
334
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Hello, this.
335
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How are going to nice the change of my personal life in my work is it?
336
00:57:11,000 --> 00:57:18,000
No, you do you do so much you are teaching you have a family you do content creation.
337
00:57:18,000 --> 00:57:21,000
You answer an entrepreneur.
338
00:57:21,000 --> 00:57:27,000
How how how with it you put it in 24 hours?
339
00:57:27,000 --> 00:57:38,000
Should they and don't work a lot a lot of hours, but I focus in do my best with the hours that I have.
340
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For example, I work four or six hours in a computer, but my my vision, my life, it's look for ideas.
341
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So I'm with my kids and my looking for ideas to my kids and to my work and I work in with Excel and I'm having ideas to my kids and to my husband.
342
00:58:02,000 --> 00:58:07,000
So I don't like to separate the things in box.
343
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I do all together to leave my ideas and leave what I'm talking in a class and in a bar together.
344
00:58:16,000 --> 00:58:21,000
I think that it's more more.
345
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It's not everything to stay in two hours in the box.
346
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I'm living more free way to come to my family in the work, working the family and I take talk with ideas and Instagram with Excel ideas and change it in to make together.
347
00:58:45,000 --> 00:58:55,000
Yeah, Karen, thank you for the interview for your time and then we need and personally we have to take a beer or two.
348
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Thank you for for joining me today.
349
00:58:59,000 --> 00:59:13,000
It's this was inspiring to hear not only about your own, your own, your own, your own, as an educator and microstom, but also you are so passionate for making technology.
350
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About everyone up your work proves that Excel is much more than spatula and it's yeah a powerful tool that opens doors, build careers and helps people make that an assistant to say there.
351
00:59:30,000 --> 00:59:38,000
So yeah, thank you for being here and and spend nearly one hour with me. Thank you.
352
00:59:38,000 --> 00:59:45,000
Thank you. I'm so glad about the invite and let's do it again with two or three beers.
353
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Yes, okay, for me.
354
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We're cool.
355
00:59:48,000 --> 00:59:51,000
Yeah, that's that's that's that's that's that I come back.
356
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So bye, Carol.
357
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Bye bye.
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Thank you.
359
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( hurts音 )
Founder of m365.fm, m365.show and m365con.net
Mirko Peters is a Microsoft 365 expert, content creator, and founder of m365.fm, a platform dedicated to sharing practical insights on modern workplace technologies. His work focuses on Microsoft 365 governance, security, collaboration, and real-world implementation strategies.
Through his podcast and written content, Mirko provides hands-on guidance for IT professionals, architects, and business leaders navigating the complexities of Microsoft 365. He is known for translating complex topics into clear, actionable advice, often highlighting common mistakes and overlooked risks in real-world environments.
With a strong emphasis on community contribution and knowledge sharing, Mirko is actively building a platform that connects experts, shares experiences, and helps organizations get the most out of their Microsoft 365 investments.
Excel & Dashboard Specialist - MVP Microsoft
I'm Karen Abecia, a professor, speaker, entrepreneur, and a Microsoft MVP for the past six years.
I'm also the proud mother of two amazing kids and a passionate karaoke singer.
Oh, and yes—I have two Excel tattoos on my arms. You read that right!
For over 23 years, I've been teaching Excel, Dashboards, and, more recently, Artificial Intelligence in a practical and approachable way. I've helped more than 15,000 students and built a community of over 250,000 YouTube subscribers, 53,000 LinkedIn followers, and 165,000 Instagram followers, all with the mission of turning data into career opportunities.
I truly believe that anyone can master technology when it's taught the right way.