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","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/34425"}}],"_links":{"self":"https://dummies-api.dummies.com/v2/books/"}},"collections":[],"articleAds":{"footerAd":"<div class=\"du-ad-region row\" id=\"article_page_adhesion_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_adhesion_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;software&quot;,&quot;microsoft-products&quot;,&quot;excel&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[&quot;9781394317103&quot;]}]\" id=\"du-slot-68265614a4854\"></div></div>","rightAd":"<div class=\"du-ad-region row\" id=\"article_page_right_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_right_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;software&quot;,&quot;microsoft-products&quot;,&quot;excel&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[&quot;9781394317103&quot;]}]\" id=\"du-slot-68265614a64e1\"></div></div>"},"articleType":{"articleType":"Cheat Sheet","articleList":[{"articleId":0,"title":"","slug":null,"categoryList":[],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/"}}],"content":[{"title":"Closing all workbooks at once","thumb":null,"image":null,"content":"<p>The Close button in the top-right corner of Excel for Windows makes it easy to shut down workbooks @@md and Excel itself — whether you meant to or not. Close your last open workbook, and Excel waves goodbye — you must then launch the software again if you want to work on another spreadsheet. Purposeful, but repetitive methods of clearing the decks one workbook at a time include pressing Ctrl+F4 or Ctrl+W or choosing File→Close.</p>\n<p>On macOS, things work a little differently. The Close button sits in the top-left corner of each workbook’s window and doesn’t boot you out of Excel entirely. You can also press Ctrl+W or choose File→Close. To fully exit Excel, choose Excel→Quit Excel or press Cmd+Q. Either way, closing multiple workbooks one by one is a tedious chore. Skip the hassle by adding Close All to your Quick Access Toolbar:</p>\n<ol>\n<li><strong> Open the corresponding settings:</strong>\n<ul>\n<li><strong>Windows:</strong> Choose File→Options→Quick Access Toolbar.</li>\n<li><strong>macOS:</strong> Choose Excel→Preferences→Ribbon &amp; Toolbar→Quick Access Toolbar.</li>\n</ul>\n</li>\n<li><strong> From the Choose Commands From list, select Commands Not in the Ribbon.</strong></li>\n<li><strong> Scroll down and select Close All.</strong></li>\n<li><strong> Click Add &gt;&gt; (Windows) or &gt; (macOS).</strong></li>\n<li><strong> Click OK (Windows) or Save (macOS).</strong><br />\nNow, Close All sits conveniently on your Quick Access Toolbar, letting you clear the decks in one click — without the aggravation of relaunching Excel when you&#8217;re ready to move on.</li>\n</ol>\n<p class=\"article-tips tip\">Windows users can access Close All with a keyboard shortcut — just tap Alt and type the shortcut that appears in the screen tip.</p>\n<p class=\"article-tips remember\">Rest assured, Excel prompts you to save any workbooks with unsaved changes before closing.</p>\n"},{"title":"Creating a \"Don’t Save All\" button","thumb":null,"image":null,"content":"<p>Using Close All or exiting Excel triggers a save prompt for each open workbook — a tedious process when you just want to bail out. If multiple workbooks are open, the prompt includes a Save All button, but what if you don’t want to save anything?</p>\n<p>Time for the nuclear option:</p>\n<ol>\n<li><strong> Click Close All or exit Excel:</strong>\n<ul>\n<li><strong>Windows:</strong> Press Alt+F4.</li>\n<li><strong>macOS:</strong> Choose Excel→Quit Excel or press Cmd+Q.</li>\n</ul>\n</li>\n<li><strong> Hold down Shift while clicking Don’t Save.</strong><br />\nBoom! You’ve just created a virtual &#8220;Don’t Save All&#8221; button — no repeated clicking required. Who knew?</li>\n</ol>\n"},{"title":"Performing math with Paste Special","thumb":null,"image":null,"content":"<p>Paste Special isn’t just for values and formats — it also lets you apply math operations directly to a selected range. Instead of writing formulas, you can copy a value and use Paste Special to apply the following operations:</p>\n<ul>\n<li><strong>Add:</strong> Increases each value by the copied amount</li>\n<li><strong>Subtract:</strong> Decreases each value by the copied amount</li>\n<li><strong>Multiply:</strong> Scales each value by the copied amount</li>\n<li><strong>Divide:</strong> Divides each value by the copied amount</li>\n</ul>\n<p>To illustrate, let’s bump up a range of numbers by 5%:</p>\n<ol>\n<li><strong> Enter the baseline values and extend the series:</strong>\n<ol type=\"a\">\n<li><strong>Type <code>100</code> into A1 of a blank worksheet.</strong></li>\n<li><strong>Type <code>200</code> into A2.</strong></li>\n<li><strong>Select A1:A2, then drag the Fill Handle down to A10.</strong></li>\n</ol>\n</li>\n<li><strong> To represent a 5% increase, type <code>1.05</code> into cell C1.</strong></li>\n<li><strong> Copy the multiplier:</strong>\n<ol type=\"a\">\n<li><strong>Select C1.</strong></li>\n<li><strong>Choose Home→Copy or press Ctrl+C (Windows) or Cmd+C (macOS).</strong></li>\n</ol>\n</li>\n<li><strong> Apply the multiplication:</strong>\n<ol type=\"a\">\n<li><strong>Select cells A1:A10.</strong></li>\n<li><strong>Choose Home→Paste drop-down→Paste Special or press Ctrl+Alt+V (Windows) or Cmd+Ctrl+V (macOS).</strong><br />\nThe Paste Special dialog box opens.</li>\n<li><strong>Select Multiply, then click OK.</strong><br />\nPresto! The values in A1:A10 increase by 5% — no formulas required!</li>\n</ol>\n</li>\n</ol>\n<p>Other ways to perform mathematical operations with Paste Special include</p>\n<ul>\n<li><strong>Converting negative numbers to positive:</strong> Multiplying by <b>&#8211;</b>1 to flip signs</li>\n<li><strong>Dropping extra zeros:</strong> Dividing by 1,000 to convert large values to thousands</li>\n<li><strong>Applying bulk adjustments:</strong> Quickly adding or subtracting fixed amounts across an entire dataset</li>\n</ul>\n<p>Instead of cluttering your sheet with extra formulas, Paste Special math operations let you modify values directly and instantly.</p>\n"},{"title":"Using regular expressions with XLOOKUP","thumb":null,"image":null,"content":"<p>Regular expressions (often abbreviated as regex) are powerful search patterns used to match and manipulate text. Think of them as highly advanced search functions that can look for complex strings of characters based on patterns, rather than just exact matches. Regular expressions allow you to find text that fits a certain pattern, like all words that start with a vowel (for example, “^[AEIOUaeiou]”) or any number that has exactly five digits (for example, “^\\d{5}$”). These patterns help make searches more flexible and efficient, particularly when dealing with large datasets.</p>\n<p>Chapter 6 dives deep into the XLOOKUP function and describes its arguments, but regular expressions are so new they missed the print cutoff for this book. To use a regular expression with XLOOKUP, provide a regex pattern in the lookup_value argument and set the match_type argument to 3. For example, suppose you have an Excel table named Data and want to return the total sales amount for the first vendor whose name contains the word Fruit (with a capital F). This formula will do the trick: <code>=XLOOKUP(\"\\bFruit\\b\",Data[Vendor],Data[Total Sales],,3)</code>.</p>\n<p class=\"article-tips remember\">Regular expressions are like walking along lazily in the surf until that next step plunges you in over your head without warning. They offer powerful capabilities but can be tricky to navigate at first. If you&#8217;re feeling a bit lost, two Microsoft resources that you may find helpful are the <a href=\"https://download.microsoft.com/download/D/2/4/D240EBF6-A9BA-4E4F-A63F-AEB6DA0B921C/Regular%20expressions%20quick%20reference.pdf\" target=\"_blank\" rel=\"noopener\">Regular Expressions Quick Reference</a> and an article on <a href=\"https://learn.microsoft.com/en-us/dotnet/standard/base-types/regular-expressions\" target=\"_blank\" rel=\"noopener\">.NET regular expressions</a>, which provide more details and examples to get you on track. On the other hand, if you&#8217;re excited about using regular expressions in Excel, be sure to check out the REGEXTEST, REGEXEXTRACT, and REGEXREPLACE functions for hands-on practice.</p>\n"},{"title":"Creating custom Excel templates","thumb":null,"image":null,"content":"<p>Templates are the unsung heroes of efficient spreadsheeting — like meal prepping, but for your data. Why start from scratch every time, when you can have a perfectly formatted, mistake-proof starting point? Plus, using templates saves you from the inevitable “Oops, I just saved over my clean master file” moment.</p>\n<p>Windows users can create custom worksheet templates that are ready to be dropped in anywhere, while both Windows and macOS users can craft custom workbook templates and even tailor Excel’s sacred default template — the very one it uses to spawn new workbooks.</p>\n<h3>Carving out worksheet templates</h3>\n<p>Worksheet templates let you drop in prebuilt worksheets on the fly — a huge timesaver when you frequently add the same formatted sheet. But here’s the catch: this feature only exists in Excel for Windows. Mac users, you’re out of luck with this one.</p>\n<p>Here are the steps:</p>\n<ol>\n<li><strong> Create a workbook that has the worksheet(s) that you want to save as a template.</strong></li>\n<li><strong> Choose File→Save As→Browse.</strong></li>\n<li><strong> Navigate to Excel’s hidden template folder:</strong>\n<ol type=\"a\">\n<li><strong>Type <code>%appdata%</code> into the File Name field, then press Enter.</strong></li>\n<li><strong>Scroll down and double-click on Microsoft.</strong></li>\n<li><strong>Scroll down and double-click on Templates.</strong></li>\n</ol>\n</li>\n<li><strong> Type a meaningful name for your template in the File Name field, and then click Save. </strong></li>\n<li><strong> Choose File→Close or press Ctrl+W or Ctrl+F4 to close the template workbook.</strong></li>\n</ol>\n<p>To put your nifty template to use:</p>\n<ol>\n<li><strong> Right-click any worksheet tab, and then choose Insert.</strong><br />\nThe Insert dialog box opens.</li>\n<li><strong> Select your template from the General tab, and then click OK.</strong><br />\nBingo! A perfectly formatted worksheet appears, no copy-pasting required. Even better, this saves you from accidentally moving key worksheets from one workbook to another when you meant to copy them.</li>\n</ol>\n<p>Now you can insert polished, preformatted sheets into any workbook without fear of dragging your data into oblivion.</p>\n<h3>Establishing workbook templates</h3>\n<p>A workbook template is a preconfigured Excel file that serves as a starting point for new workbooks, preserving formatting, formulas, and structural elements while preventing accidental overwrites. Good news, macOS users — this one’s not Windows-only! You can create and use workbook templates just like Windows folks:</p>\n<ol>\n<li><strong> Build out your Excel workbook with all the bells and whistles.</strong><br />\nThis can include custom formatting, formulas, headers, footers, maybe even a motivational quote in cell A1.</li>\n<li><strong> Save the workbook: </strong>\n<ul>\n<li><strong>Windows:</strong> Choose File <strong>→</strong> Save As, then select Excel Template as the file type.</li>\n<li><strong>macOS:</strong> Choose File<strong>→</strong>Save as Template.</li>\n</ul>\n</li>\n<li><strong> Name your template, and then click Save.</strong><br />\nYou now have a pristine copy of your workbook that can only be affected when you open the template workbook, which isn’t easy to do.</li>\n</ol>\n<p>To create a new workbook based upon your template:</p>\n<ol>\n<li><strong> Choose File→New→Personal (Windows) or File→New From Template (macOS).</strong></li>\n<li><strong> Pick your carefully crafted template.</strong><br />\nA new workbook opens with a preassigned file name based upon your template and a numeral, such as YourTemplate1.</li>\n<li><strong> Choose File→Save As, select Excel Workbook (.xlsx) as the file type, and give it a real name.</strong></li>\n</ol>\n<p class=\"article-tips remember\">Rest assured, even if you reflexively mash Ctrl+S (Windows) or Cmd+S (macOS), you can’t save over the original template — it’s safely tucked away in a templates folder, far from your impulsive keystrokes.</p>\n<h3>Tailoring Excel&#8217;s default workbook</h3>\n<p>Why settle for Excel’s default when you can start every new workbook exactly the way you like it? From font choices to default sheet count, Excel gives you some basic customization options. Windows users even get to pick a default view (Normal View, Page Break Preview, or Page Layout) because, apparently, Microsoft thinks macOS users are fine with whatever they get.</p>\n<p>To tweak these basic settings:</p>\n<ul>\n<li><strong>Windows:</strong> Choose File<strong>→</strong>Options<strong>→</strong>General, and then modify the When Creating New Workbooks section.</li>\n<li><strong>macOS:</strong> Choose Excel<strong>→</strong>Preferences<strong>→</strong>General, and then set your preferences.</li>\n</ul>\n<p>But let’s be honest — the real magic happens when you customize the default workbook template. Want every new workbook to have your preferred formatting, column widths, headers, footers, and whatever else sparks joy? This is where you make it happen.</p>\n<h4>Creating a custom default workbook for Windows</h4>\n<p>Follow these exact steps to create a masterpiece that most (but not all) new workbooks will be based on:</p>\n<ol>\n<li><strong> Set up a new workbook and make it your own.</strong><br />\nAnything is fair game — fonts, column widths, number of worksheets. You’re in control.</li>\n<li><strong> Choose File→Save As→Browse.</strong><br />\nThe Save As dialog box opens.</li>\n<li><strong> Select Excel Template from the Save As Type field.</strong></li>\n<li><strong> Navigate to another hidden folder:</strong>\n<ol type=\"a\">\n<li><strong>Type <code>%appdata%</code> into the File Name field, then press Enter.</strong></li>\n<li><strong>Scroll down and double-click on Microsoft.</strong></li>\n<li><strong>Scroll down and double-click on Excel.</strong></li>\n<li><strong> d) Double-click on XLSTART.</strong><br />\nIf XLSTART doesn’t exist, create a new folder named XLSTART and then double-click it (because sometimes Excel likes to test your perseverance).</li>\n</ol>\n</li>\n<li><strong> Type <code>Book</code> in the File Name field, then click Save.</strong>\n<p class=\"article-tips remember\">If you name the file anything other than Book (like Book1, My Awesome Template, or Y’all Watch This), Excel still opens it automatically when you launch the program (assuming you saved the workbook in the XLSTART folder), but all new workbooks ignore your changes and stick with the factory settings like an overprotective parent.</p>\n</li>\n<li><strong> Choose File→Close or press Ctrl+W or Ctrl+F4 to close the template workbook.</strong></li>\n<li><strong> Choose File→Options→General, clear the Show the Start Screen When This Application Starts checkbox, and then click OK.</strong></li>\n</ol>\n<p>Going forward, when you launch Excel, a blank workbook that has all your customizations appears automatically. Unlike macOS users, you now get to have your cake and eat it too:</p>\n<ul>\n<li><strong>Creating standard workbooks:</strong> Choose File <strong>→</strong>New Blank Workbook or File <strong>→</strong>New <strong>→</strong>Blank Workbook to start with a fresh slate.</li>\n<li><strong>Initiating customized workbooks:</strong> Press Ctrl+N to summon your custom masterpiece, no magic wand required.</li>\n</ul>\n<p>If you change your mind about the template, use the File Explorer to navigate to %appdata%\\Microsoft\\Excel\\XLSTART then delete the Book.xltx workbook.</p>\n<h4>Customizing the default workbook for macOS</h4>\n<p>Here’s how to tailor your default workbook to your liking:</p>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li><strong> Create a new workbook and tweak it to perfection.</strong><br />\nAdjust fonts, styles, margins, custom headers and footers, or even hide an Easter egg in cell Z100 — go wild.</li>\n<li><strong> Choose File → Save As Template.</strong><br />\nThe Save As dialog box opens.</li>\n<li><strong> Erase the Save As field, then navigate through the following folder structure:</strong>\n<ol type=\"a\">\n<li><strong>Type <code>~</code> to display the Go To dialog box.</strong></li>\n<li><strong>Type <code>/Lib</code> and then press Tab to navigate to the Library folder.</strong></li>\n<li><strong>Type <code>Group</code> and then press Tab to navigate to the Group Containers folder.</strong></li>\n<li><strong>Type <code>UBF</code> and then press Tab to navigate to the UBF8T346G9 folder.</strong></li>\n<li><strong>Type <code>O</code> and then press Tab to add the .Office extension.</strong></li>\n<li><strong>Type <code>/User</code> and then press Tab to navigate to the User Content.localized folder.</strong></li>\n<li><strong>Type <code>Start</code> and then press Tab to navigate to the Startup.Localized folder (no slash this time).</strong></li>\n<li><strong>Type <code>E</code> and then press Tab to navigate to the Excel folder (no slash here either).</strong></li>\n<li><strong>Press Enter to return to the Save As dialog box.</strong><br />\nGive yourself a high five — you made it!</li>\n</ol>\n</li>\n<li><strong>Type <code>Book</code> in the Save As field, and then click Save.</strong>\n<p class=\"article-tips remember\">Book is the only valid name — Book1, My Template, or anything else won’t work.</p>\n</li>\n<li><strong> Choose File→Close or press Cmd+W to close the workbook.</strong><br />\nGoing forward, when you launch Excel or create a new workbook using File<strong>→</strong>New or Cmd+N, your custom template becomes the new default.</li>\n</ol>\n</li>\n</ol>\n<p class=\"article-tips tip\">To go back to the original blank workbook, delete the custom template from: <code>~/Library/Group Containers/UBF8T346G9.Office/User Content.localized/Startup.localized /Excel</code>.</p>\n"},{"title":"Mapping missing features in macOS (and key Windows differences)","thumb":null,"image":null,"content":"<p>While Excel for macOS is powerful — it’s certainly no Excel for the Web — it still lacks numerous features and shortcuts that Windows users take for granted. I usually say macOS has 95% parity with the Windows version — but wow, that missing 5% hits hard.</p>\n<p>This list isn’t exhaustive, but it highlights where macOS users might hit roadblocks and where Windows users have an edge. I’ve included workarounds where possible for macOS users, along with key Windows shortcuts and tips that may come in handy.</p>\n<p class=\"article-tips tip\">If you need these Windows-only features in macOS, consider running Excel for Windows via Parallels or Boot Camp to bridge the gap.</p>\n<h3>Navigating shortcuts and hidden clicks</h3>\n<ul>\n<li><strong>Revealing shortcut screen tips:</strong> In Windows, pressing Alt reveals shortcut screen tips for both Excel’s ribbon and Quick Access Toolbar. Mac users? No dice — time to embrace the mouse like it’s 1984.</li>\n<li><strong>Displaying keyboard shortcuts:</strong> Hovering over a ribbon command displays a screen tip with its name on both Windows and macOS. Windows users also get keyboard shortcuts, but Mac users? Not so much. That said, keyboard shortcuts do appear in the traditional drop-down menus at the top of the Excel screen.</li>\n<li>&lt;9781394317103 ma092&gt;</li>\n<li><strong>Using dialog box launchers:</strong> In Windows, tiny shortcut buttons in the corners of some ribbon sections offer quick access to related dialog boxes. Mac users? Keep clicking.</li>\n<li><strong>Double-clicking to confirm dialog options:</strong> In Windows, double-clicking an option within a dialog box often selects it and clicks the default button in one go. For example, double-clicking Fixed Width in the Text to Columns Wizard skips the Next button. Mac users? It’s a roll of the dice — sometimes you save a step, but more often you&#8217;re stuck on the hamster wheel of endless button clicks.</li>\n<li><strong>Inserting bullets with a keystroke:</strong> Windows users can quickly insert a bullet (•) by holding down Alt and pressing 7 on the number pad — try numbers 1 through 9 to see what other happy surprises await. Mac users? To avoid shooting blanks, choose Edit<strong>→</strong>Emojis and Symbols or tap the Fn key, type Bullet (but sorry, Steve McQueen — not <em>Bullitt</em>) in the search field, <strong>and </strong>then select your car chase — er, symbol.</li>\n<li><strong>Using the Selection Task Pane:</strong> Windows users can choose Home<strong>→</strong>Find &amp; Select<strong>→</strong>Selection Pane to display a task pane that allows them to view and select objects (like shapes, charts, and text boxes) within a worksheet. Mac users? You’re out of luck — no such task pane exists in Excel for macOS, leaving you to manually hunt down those objects.</li>\n</ul>\n<h3>Customizing Excel&#8217;s interface</h3>\n<ul>\n<li><strong>Creating workbook-specific toolbars:</strong> Windows users can create workbook-specific Quick Access Toolbar layouts (see Chapter 1 of <a href=\"/book/technology/software/microsoft-products/excel/microsoft-365-excel-for-dummies-302854/\"><em>Microsoft 365 Excel For Dummies</em></a>). Mac users? Stuck with a one-size-fits-all setup that doesn’t leave their computer.</li>\n<li><strong>Setting default PivotTable preferences:</strong> Windows users can set PivotTable defaults via File <strong>→</strong>Options<strong>→</strong>Data<strong>→</strong>Edit Default Layout. Mac users must painstakingly apply preferences one PivotTable at a time.</li>\n<li><strong>Adding Custom Views to the Quick Access Toolbar:</strong> Windows users can add Custom Views to the Quick Access Toolbar (see Chapter 11 of <a href=\"/book/technology/software/microsoft-products/excel/microsoft-365-excel-for-dummies-302854/\"><em>Microsoft 365 Excel For Dummies</em></a>). Mac users must go to View<strong>→</strong>Custom Views, select a view, and click Show every single time.</li>\n<li><strong>Making Excel read aloud:</strong> Windows users can add Speak Cells and Stop Speaking Cells to the Quick Access Toolbar. Mac users? Even though macOS lets you add these commands to the toolbar, they remain stubbornly unclickable — so don’t get your hopes up.</li>\n</ul>\n<h3>Streamlining access to recent workbooks</h3>\n<ul>\n<li><strong>Favoriting frequently used workbooks:</strong> Windows users can hover over a file in File<strong>→</strong>Home or File<strong>→</strong>Open, <strong>and </strong>then click Add to Favorites (represented by a star or pushpin) to keep it easily accessible. Mac users? No favorites. The Open Recent menu constantly rotates, causing lesser-used files to eventually vanish — leaving you to hunt them down manually.</li>\n<li><strong>Right-clicking workbooks for extra options:</strong> Windows users can right-click a workbook in File<strong>→</strong>Home or File<strong>→</strong>Open to\n<ul>\n<li>Open it</li>\n<li>Open the containing folder</li>\n<li>Share the workbook with others</li>\n<li>Open a copy while keeping the original intact</li>\n<li>Delete it (choose wisely)</li>\n<li>Copy its file path</li>\n<li>Pin it to Recent (mark as a favorite)</li>\n<li>Remove it from Recent</li>\n<li>Remove all unpinned workbooks from Recent</li>\n</ul>\n</li>\n<li><strong>Adjusting the number of recent files:</strong> Windows users can customize how many recent files Excel tracks by going to File<strong>→</strong>Options<strong>→</strong>Advanced and scrolling down to the Display section. Mac users? You’re at the mercy of Excel’s whims @@md whatever it decides to show, that’s what you get.</li>\n</ul>\n<h3>Copying, moving, and managing sheets</h3>\n<ul>\n<li><strong>Copying worksheets within or between workbooks: </strong>Windows users can simply Ctrl+Drag to copy worksheet tabs effortlessly. Mac users? No such shortcut, but perhaps Edit<strong>→</strong>Sheet<strong>→</strong>Move or Copy will strike your fancy instead of Home<strong>→</strong>Format<strong>→</strong>Move or Copy Sheet?</li>\n<li><strong>Grouping rows or columns with a shortcut (Chapter 3 of <a href=\"/book/technology/software/microsoft-products/excel/microsoft-365-excel-for-dummies-302854/\"><em>Microsoft 365 Excel For Dummies</em></a>):</strong> Windows users can press Shift+Alt+Right to group selected rows or columns instantly or Shift+Alt+Left to ungroup. Mac users? Your mission, should you choose to accept it, is to navigate to Data<strong>→</strong>Group or Data<strong>→</strong>Ungroup.</li>\n</ul>\n<h3>Using the clipboard and add-ins</h3>\n<ul>\n<li><strong>Pasting values with a shortcut:</strong> Windows users can press Ctrl+Shift+V to paste values directly. Mac users? Take the scenic route: Home<strong>→</strong>Paste drop-down<strong>→</strong>Values — because some shortcuts just didn’t make the cut.</li>\n<li><strong>Managing multiple Clipboard items:</strong> Windows users can click the Clipboard shortcut on the Home tab to store up to 24 copied items — not just from Excel. Mac users? Limited to the most recently copied item — hope it’s the right one!</li>\n<li><strong>Enabling and disabling COM add-ins:</strong> Windows users can manage third-party COM add-ins via File<strong>→</strong>Options<strong>→</strong>Add-Ins. Mac users? No COM add-ins — though that’s not always a bad thing, considering how some PDF software programs hijack your ribbon like an overeager telemarketer.</li>\n</ul>\n<p class=\"article-tips tip\">Here’s a potential ray of sunshine for Mac users — you can choose Tools<strong>→</strong>Excel Add-Ins to enable the Analysis ToolPak and the Solver Add-In, as well as any other .XLA add-ins (legacy Excel add-ins that extend functionality with custom macros and features).</p>\n<p class=\"article-tips remember\">Modern Office add-ins, which work on both platforms, can be accessed via Home<strong>→</strong>Add-Ins.</p>\n<h3>Working with data and formulas</h3>\n<p>&lt;9781394317103 ma003&gt;</p>\n<ul>\n<li><strong>Redoing multiple actions:</strong> The Redo command in Windows sports a drop-down menu for bulk redo of up to 100 actions. Mac users? No menu for you — just blindly redoing one step at a time, like trudging uphill both ways in a blizzard, hoping for the best.</li>\n<li><strong>Toggling between Enter and Edit modes (Chapter 17) in reference fields:</strong> Windows users can press F2 to switch between Enter and Edit modes. Mac users can press Cmd+U in the Formula Bar — but in dialog box fields, one stray arrow key press and — oops! — you’ve got an unexpected cell reference crashing the party.</li>\n<li><strong>Extracting data from PDF files:</strong> Windows users can choose Data<strong>→</strong>Get Data<strong>→</strong>From File→From PDF to pull data directly from PDFs. Mac users? You’ll have to rely on third-party tools or manually copy-paste, unless you&#8217;re into living on the edge.\n<p class=\"article-tips tip\">The bonus chapter “Automating Data Transformation with Power Query” (available at <a href=\"https://www.dummies.com/go/excelfd\">dummies.com/go/excelfd</a>) gives Windows users a running start with extracting data from PDF files.</p>\n</li>\n<li><strong>Identifying stale values:</strong> Windows users can choose Formulas<strong>→</strong>Calculate<strong>→</strong>Format Stale Values to apply strikethrough formatting to outdated formulas. Mac users? The only hint is when Calculate appears in the Status Bar — where those stale formulas are lurking is anyone’s guess.\n<p class=\"article-tips remember\">The Format Stale Values command is disabled in automatic calculation mode. To use it, switch to manual calculation mode.</p>\n<p class=\"article-tips tip\">Chapter 10 of <a href=\"/book/technology/software/microsoft-products/excel/microsoft-365-excel-for-dummies-302854/\"><em>Microsoft 365 Excel For Dummies</em></a> cracks the code on controlling when Excel calculates.</p>\n</li>\n<li><strong>Getting recommendations for PivotTables and Charts:</strong> The Insert<strong>→</strong>Recommended PivotTables and Insert<strong>→</strong>Recommended Charts commands (both covered in Chapter 12 of <a href=\"/book/technology/software/microsoft-products/excel/microsoft-365-excel-for-dummies-302854/\"><em>Microsoft 365 Excel For Dummies</em></a>) in macOS are mere shadows of the robust functionality offered in Windows. It’s like asking for a second free sample at the grocery store — unlikely and not nearly as satisfying.</li>\n<li><strong>Resizing tables:</strong> Windows users can use the Resize Table command in the Table Design ribbon tab (see Chapter 5 of <a href=\"/book/technology/software/microsoft-products/excel/microsoft-365-excel-for-dummies-302854/\"><em>Microsoft 365 Excel For Dummies</em></a>). Mac users must rely on the resizing handle instead.</li>\n<li><strong>Replacing formatting across a range:</strong> Windows users can use the Format button in the Find and Replace dialog box to find or replace formatting across multiple cells. Mac users? Get ready to do it one cell at a time.</li>\n<li><strong>Prognosticating with Forecast Sheets:</strong> In Excel for Windows, you can create a Forecast Sheet with just a few clicks. This feature automatically generates a forecast of your data, complete with a trendline and confidence intervals, all by analyzing historical data patterns. It’s like having your very own crystal ball for business predictions. Mac users? You’re left staring into the void because this feature is not available — no crystal ball here, just spreadsheets filled with numbers.</li>\n<li><strong>Saving interim changes in Conditional Formatting:</strong> Windows users can click Apply in the Conditional Formatting Rules Manager to save changes without closing the window. Mac users? It’s more like rinse and repeat — click OK to close the window and then reopen it for further edits.</li>\n<li><strong>Creating incompatible macros:</strong> The Macro Recorder (see Chapter 16) offers a helpful starting point for automating repetitive tasks. However, be cautious — macros that involve steps like opening workbooks or using features not available in Excel for macOS will result in errors. When you try running these macros, you&#8217;re greeted with frustration because Excel for macOS can’t execute those actions, leaving you seeing red.</li>\n<li><strong>Importing worksheet ranges into Power Query:</strong> Windows users can choose Data<strong>→</strong>From Table/Range to send a range of cells directly to the Power Query Editor. Mac users? Well, you have to jump through a few more hoops — think of it like taking the scenic route just to get to the same destination.\n<p class=\"article-tips tip\">The bonus chapter “Automating Data Transformation with Power Query” (available at <a href=\"https://www.dummies.com/go/excelfd\">dummies.com/go/excelfd</a>) covers actions that both Windows and macOS users can automate, though some features may be more accessible or work differently depending on your platform.</p>\n</li>\n<li><strong>Analyzing with Power Pivot:</strong> In Excel for Windows, Power Pivot is a powerful add-in that allows you to work with large datasets and create complex data models. It lets you build relationships between tables, create calculated columns and measures using DAX (Data Analysis Expressions), and easily analyze and summarize data across multiple sources. Mac users? Not so lucky — you’re left without Power Pivot, which means no advanced data modeling or complex calculations with ease. But hey, you can still make do with basic pivot tables.</li>\n</ul>\n<h3>Recovering workbooks and fixing issues</h3>\n<ul>\n<li><strong>Reviewing protected sheets:</strong> Windows users can check File<strong>→</strong>Info for a list of protected sheets (see Chapter 14 of <a href=\"/book/technology/software/microsoft-products/excel/microsoft-365-excel-for-dummies-302854/\"><em>Microsoft 365 Excel For Dummies</em></a>). Mac users? Get ready for a scavenger hunt — each worksheet must be checked individually to see if the Review tab displays Protect Sheet (unlocked) or Unprotect Sheet (locked).</li>\n<li><strong>Repairing corrupted workbooks:</strong> Windows users can go to File<strong>→</strong>Open and then click Browse. Within the Open dialog box, click the Open drop-down, and select Open and Repair (see Chapter 18 of <a href=\"/book/technology/software/microsoft-products/excel/microsoft-365-excel-for-dummies-302854/\"><em>Microsoft 365 Excel For Dummies</em></a>). Mac users? No built-in repair option — better hope you’ve got a backup.</li>\n<li><strong>Creating automatic backup copies:</strong> Windows users can enable Always Create Backup (see Chapter 18 of <a href=\"/book/technology/software/microsoft-products/excel/microsoft-365-excel-for-dummies-302854/\"><em>Microsoft 365 Excel For Dummies</em></a>) for locally saved workbooks. Mac users? No such option — so unless you&#8217;re saving to the cloud, get comfortable with manual backups.</li>\n<li><strong>Forcing workbook recalculations before saving:</strong> Excel for Windows automatically recalculates workbooks set to manual calculation mode before saving — unless a user specifies otherwise. Mac users? Not so lucky. If a workbook is in manual calculation mode, it saves as-is, potentially preserving outdated or incorrect values. To ensure everything is up to date, press Cmd+= before saving.</li>\n<li><strong>Managing shared workbooks:</strong> Managing shared workbooks: Mac users can share workbooks, but miss out on the Manage Access option that Windows users enjoy. They also lack the Review<strong>→</strong>Unshare Workbook command, leaving them without an easy way to remove sharing once it&#8217;s been enabled.</li>\n<li><strong>Removing excessive formatting:</strong> Windows users can access Review<strong>→</strong>Check Performance to detect and remove unnecessary formatting (see Chapter 18 of <a href=\"/book/technology/software/microsoft-products/excel/microsoft-365-excel-for-dummies-302854/\"><em>Microsoft 365 Excel For Dummies</em></a>) — macOS users must manually clean up formatting or take a detour through Excel for the Web to get the job done.</li>\n<li><strong>Recovering unsaved workbooks:</strong> Windows users can retrieve up to five AutoRecover versions or recover unsaved files (you guessed it, see Chapter 18 of <a href=\"/book/technology/software/microsoft-products/excel/microsoft-365-excel-for-dummies-302854/\"><em>Microsoft 365 Excel For Dummies</em></a>) — macOS users can only recover workbooks that were closed unceremoniously.</li>\n</ul>\n<p class=\"article-tips remember\">Mac users, if you’ve read this far without rage-quitting, congratulations — you deserve a medal.</p>\n"},{"title":"Exploring macOS advantages","thumb":null,"image":null,"content":"<p>This next section is about as thin as the paper it&#8217;s printed on, but there are a few things that macOS users can lord over their Windows counterparts:</p>\n<ul>\n<li><strong>Accessing commands from the menu bar:</strong> The drop-down menus at the top of Excel for macOS let you access commands without switching ribbon tabs. For example, instead of navigating to Home→Format→Format Cells, you can simply use Format→Format Cells from the menu bar. Small victories!</li>\n<li><strong>Avoiding the Scroll Lock Key:</strong> The Scroll Lock key in Windows can be a frustrating roadblock, especially when it gets accidentally activated. When turned on, it causes the arrow keys to scroll the entire worksheet instead of moving through the cells, which can feel like a very strange malfunction until you realize what&#8217;s happened. Fortunately, macOS users don’t have to worry about this key at all — it simply doesn’t exist on their keyboards.</li>\n<li><strong>Using the Previous Button:</strong> Mac users have the advantage of a Previous button in the Find dialog box, which allows them to easily jump to the previous occurrence of a searched term within a worksheet. This small but handy feature saves time, especially when navigating large datasets, as it eliminates the need to start the search over from the beginning.\n<p class=\"article-tips tip\">For both Mac and Windows users, clicking Find All might also help in locating all instances at once.</p>\n</li>\n<li><strong>Stepping Through Macros:</strong> Stepping through a macro allows you to run a macro one line at a time, making it easier to debug or understand the flow of the code. Mac users can kick off this process by clicking Step in the Macros dialog box (see Chapter 16 of <a href=\"/book/technology/software/microsoft-products/excel/microsoft-365-excel-for-dummies-302854/\"><em>Microsoft 365 Excel For Dummies</em></a>), and then pressing Shift+Cmd+I on each line of code. Windows users, however, need to click Edit within the Macros dialog box, and then press F8 for each line of code. It’s six of one, half a dozen of the other, but the Step button on Mac does reveal a hidden gem that many Excel users may not even know exists.</li>\n</ul>\n"}],"videoInfo":{"videoId":null,"name":null,"accountId":null,"playerId":null,"thumbnailUrl":null,"description":null,"uploadDate":null}},"sponsorship":{"sponsorshipPage":false,"backgroundImage":{"src":null,"width":0,"height":0},"brandingLine":"","brandingLink":"","brandingLogo":{"src":null,"width":0,"height":0},"sponsorAd":"","sponsorEbookTitle":"","sponsorEbookLink":"","sponsorEbookImage":{"src":null,"width":0,"height":0}},"primaryLearningPath":"Advance","lifeExpectancy":"One year","lifeExpectancySetFrom":"2025-04-21T00:00:00+00:00","dummiesForKids":"no","sponsoredContent":"no","adInfo":"","adPairKey":[]},"status":"publish","visibility":"public","articleId":302958},{"headers":{"creationTime":"2016-03-27T16:55:49+00:00","modifiedTime":"2025-05-12T17:45:02+00:00","timestamp":"2025-05-12T18:01:06+00:00"},"data":{"breadcrumbs":[{"name":"Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33512"},"slug":"technology","categoryId":33512},{"name":"Information Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33572"},"slug":"information-technology","categoryId":33572},{"name":"General Information Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33586"},"slug":"general-information-technology","categoryId":33586}],"title":"GIS For Dummies Cheat Sheet","strippedTitle":"gis for dummies cheat sheet","slug":"gis-for-dummies-cheat-sheet","canonicalUrl":"","seo":{"metaDescription":"Discover the essentials of GIS with our Cheat Sheet! Learn about mapping, data analysis, raster functions, and key concepts like scales and projections.","noIndex":0,"noFollow":0},"content":"A geographic information system (GIS) is a software for making maps, analyzing data, and more. This cheat sheet tells you about what you can do with GIS, provides a handy guide to raster-based functions, gives you some key ideas to keep in mind about maps (relating to scales, projections, and datums), and the X, Y, and Z of GIS.","description":"A geographic information system (GIS) is a software for making maps, analyzing data, and more. This cheat sheet tells you about what you can do with GIS, provides a handy guide to raster-based functions, gives you some key ideas to keep in mind about maps (relating to scales, projections, and datums), and the X, Y, and Z of GIS.","blurb":"","authors":[{"authorId":35579,"name":"Jami Dennis","slug":"jami-dennis","description":" <p><b>Michael N. DeMers</b> is a Professor of Geography with more than 25 years of GIS experience. He is also CEO of DeMers Geographics, a provider of educational resources for GIS students and educators. ","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/35579"}},{"authorId":10308,"name":"Michael N. DeMers","slug":"michael-n-demers","description":" <p><b>Michael N. DeMers</b> is a Professor of Geography with more than 25 years of GIS experience. He is also CEO of DeMers Geographics, a provider of educational resources for GIS students and educators. ","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/10308"}}],"primaryCategoryTaxonomy":{"categoryId":33586,"title":"General Information Technology","slug":"general-information-technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33586"}},"secondaryCategoryTaxonomy":{"categoryId":0,"title":null,"slug":null,"_links":null},"tertiaryCategoryTaxonomy":{"categoryId":0,"title":null,"slug":null,"_links":null},"trendingArticles":[{"articleId":192609,"title":"How to Pray the Rosary: A Comprehensive Guide","slug":"how-to-pray-the-rosary","categoryList":["body-mind-spirit","religion-spirituality","christianity","catholicism"],"_links":{"self":"/articles/192609"}},{"articleId":284787,"title":"What Your Society Says About You","slug":"what-your-society-says-about-you","categoryList":["academics-the-arts","humanities"],"_links":{"self":"/articles/284787"}},{"articleId":230957,"title":"Nikon D3400 For Dummies Cheat 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But GIS can do so much more! Here’s a sampling of other ways GIS helps you make sense of the world around you:</p>\n<ul>\n<li><strong>Find places on a map.</strong> Search a GIS database to locate features by their name, their size, or their location in relation to other geographic features.</li>\n<li><strong>Measure distances and areas.</strong> GIS can measure lengths, widths, areas, and even volumes — handy when you need to know how long a road is or the size of a park.</li>\n<li><strong>Analyze patterns.</strong> See how geographic features are distributed. For instance, how spread out they are, how close they are to each other, and how they relate to other features.</li>\n<li><strong>Summarize data. </strong>Crunch numbers on geographic features, from simple stats (like averages and medians) to complex spatial statistics.</li>\n<li><strong>Work with networks.</strong> Find the best routes based on time, distance, or other factors. Plan bus routes, optimize delivery paths, or figure out where to open a store to reach the most people.</li>\n<li><strong>Compare map layers. </strong>Stack different layers (like roads, population, or land use) to see how they interact. Stacking layers helps you spot relationships and make better decisions.</li>\n<li><strong>Analyze surfaces.</strong> Work with elevation, temperature, and other surface data. Use interpolation and other tools to find missing values and uncover patterns.</li>\n</ul>\n"},{"title":"Raster-based GIS map functions","thumb":null,"image":null,"content":"<p>If your GIS (geographic information system) works with raster data, you have access to some powerful, algebra-based functions. The following table shows the types of raster functions, where they apply, and what you can do with each:</p>\n<table>\n<tbody>\n<tr>\n<th>Function Type</th>\n<th>Where It Works</th>\n<th>What It Does</th>\n</tr>\n<tr>\n<td>Local</td>\n<td>On individual grid cells</td>\n<td>Changes cell values based on user input or values from other layers</td>\n</tr>\n<tr>\n<td>Focal</td>\n<td>On a grid cell and its neighbors</td>\n<td>Calculates values (like an average) based on surrounding cells</td>\n</tr>\n<tr>\n<td>Zonal</td>\n<td>On grid cells grouped into defined zones</td>\n<td>Analyzes and summarizes data for specific regions, even if they aren’t connected</td>\n</tr>\n<tr>\n<td>Block</td>\n<td>On groups of adjacent grid cells (square blocks)</td>\n<td>Returns a single value for each block (for example, a 4-x-4 block of cells</td>\n</tr>\n<tr>\n<td>Global</td>\n<td>On the entire grid</td>\n<td>Identifies large-scale patterns and highlights hard-to-find features</td>\n</tr>\n<tr>\n<td>Specialty</td>\n<td>On specified grid cells</td>\n<td>Performs advanced statistical analysis or models moving surfaces (like water or pollution)</td>\n</tr>\n</tbody>\n</table>\n"},{"title":"Key facts to understand about GIS maps","thumb":null,"image":null,"content":"<p>GIS (geographic information system) is a handy and powerful tool for mapping and analysis, but what you see on the screen doesn’t always match reality. Maps simplify, generalize, and often distort features to make them easier to work with. As you use GIS, keep these key facts in mind:</p>\n<table>\n<tbody>\n<tr>\n<th>Map Characteristic</th>\n<th>What It Means</th>\n</tr>\n<tr>\n<td>Maps are models, not miniatures.</td>\n<td>Maps simplify real-world features using symbols so that everything fits at the scale you’re working with. They’re not exact replicas.</td>\n</tr>\n<tr>\n<td>Map scale has a huge impact on GIS analysis.</td>\n<td>Small-scale maps cover large areas with little detail, whereas large-scale maps cover small areas with lots of detail. Understanding scale helps you interpret maps and geospatial data correctly.</td>\n</tr>\n<tr>\n<td>Maps flatten our spherical earth.</td>\n<td>Because Earth is a lumpy sphere, GIS uses projections to display it on a flat map. Every projection distorts shape, size (area), distance, or direction in some way; we have no way around that fact.</td>\n</tr>\n<tr>\n<td>Maps have a reference grid, or coordinate system.</td>\n<td>The reference grid (such as latitude and longitude or UTM) helps you locate places accurately and links the map with the real world.</td>\n</tr>\n<tr>\n<td>Maps have a reference starting point, or datum.</td>\n<td>A datum is a model of the Earth’s shape (what geodesists call a <em>reference ellipsoid</em>) that provides a baseline for accurate positioning and ensures that different projections align correctly.</td>\n</tr>\n</tbody>\n</table>\n<h3>Types of GIS Output</h3>\n<p>GIS is about maps, but that’s just the beginning. GIS can generate a variety of other outputs that help you analyze, visualize, and present geographic data. Here are some of the main types:</p>\n<ul>\n<li><strong>Maps (of course): </strong>Everyone recognizes the most common GIS output.</li>\n<li><strong>Cartograms: </strong>These are special maps that resize or distort geographic features based on values rather than actual geography. (A subway map is a great example.)</li>\n<li><strong>Charts: </strong>GIS can produce pie charts, bar charts, line graphs, and even pictures in addition to maps.</li>\n<li><strong>Directions: </strong>GIS can provide step-by-step navigation for getting from point A to point B.</li>\n<li><strong>Customer lists:</strong> Business GIS applications often create customer mailing lists, reports, and targeted marketing tools.</li>\n<li><strong>3D diagrams and animations: </strong>These elements bring GIS data to life, helping you to see the results of your work realistically and dramatically.</li>\n</ul>\n<h3>Bonus: Measuring the Earth</h3>\n<p>Because practically every GIS professional has a sticky note near their workstation with this reminder, here are the X, Y, and Z of GIS:</p>\n<ul>\n<li>X = Longitude (East-West position)</li>\n<li>Y = Latitude (North-South position)</li>\n<li>Z = Altitude, elevation, depth, or other vertical measurements</li>\n</ul>\n"}],"videoInfo":{"videoId":null,"name":null,"accountId":null,"playerId":null,"thumbnailUrl":null,"description":null,"uploadDate":null}},"sponsorship":{"sponsorshipPage":false,"backgroundImage":{"src":null,"width":0,"height":0},"brandingLine":"","brandingLink":"","brandingLogo":{"src":null,"width":0,"height":0},"sponsorAd":"","sponsorEbookTitle":"","sponsorEbookLink":"","sponsorEbookImage":{"src":null,"width":0,"height":0}},"primaryLearningPath":"Explore","lifeExpectancy":"Two years","lifeExpectancySetFrom":"2025-05-05T00:00:00+00:00","dummiesForKids":"no","sponsoredContent":"no","adInfo":"","adPairKey":[]},"status":"publish","visibility":"public","articleId":208915},{"headers":{"creationTime":"2016-08-16T01:58:44+00:00","modifiedTime":"2025-05-12T14:07:26+00:00","timestamp":"2025-05-12T15:01:08+00:00"},"data":{"breadcrumbs":[{"name":"Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33512"},"slug":"technology","categoryId":33512},{"name":"Software","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33618"},"slug":"software","categoryId":33618},{"name":"Microsoft Products","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33642"},"slug":"microsoft-products","categoryId":33642},{"name":"Word","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33651"},"slug":"word","categoryId":33651}],"title":"Microsoft 365 Word for Professionals For Dummies Cheat Sheet","strippedTitle":"microsoft 365 word for professionals for dummies cheat sheet","slug":"word-for-professionals-for-dummies-cheat-sheet","canonicalUrl":"","seo":{"metaDescription":"Unlock the potential of Microsoft 365 Word! 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He&#39;s written more than 130 books, including the original <i>For Dummies</i> book, <i>DOS For Dummies,</i> which soon became the world&#39;s fastest&#45;selling computer book. Other top sellers include <i>PCs For Dummies, Laptops For Dummies,</i> and <i>Android Phones For Dummies</i>. Visit Dan at www.wambooli.com.</p>","authors":[{"authorId":9003,"name":"Dan Gookin","slug":"dan-gookin","description":" <p><b>Dan Gookin</b> has been writing about technology for over 150 titles years. He&#39;s written more than 130 books, including the original <i>For Dummies</i> book, <i>DOS For Dummies,</i> which soon became the world&#39;s fastest&#45;selling computer book. Other top sellers include <i>PCs For Dummies, Laptops For Dummies,</i> and <i>Android Phones For Dummies</i>. Visit Dan at www.wambooli.com. ","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/9003"}}],"_links":{"self":"https://dummies-api.dummies.com/v2/books/"}},"collections":[],"articleAds":{"footerAd":"<div class=\"du-ad-region row\" id=\"article_page_adhesion_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_adhesion_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;software&quot;,&quot;microsoft-products&quot;,&quot;word&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[&quot;9781394323869&quot;]}]\" id=\"du-slot-68220d34e23cf\"></div></div>","rightAd":"<div class=\"du-ad-region row\" id=\"article_page_right_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_right_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;software&quot;,&quot;microsoft-products&quot;,&quot;word&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[&quot;9781394323869&quot;]}]\" id=\"du-slot-68220d34e3dfd\"></div></div>"},"articleType":{"articleType":"Cheat Sheet","articleList":[{"articleId":222178,"title":"Word Text and Paragraph Formatting, Tips, and Suggestions","slug":"word-text-paragraph-formatting-tips-suggestions","categoryList":["technology","software","microsoft-products","word"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/222178"}},{"articleId":222185,"title":"Word 2016 Object Layout Options","slug":"word-2016-object-layout-options","categoryList":["technology","software","microsoft-products","word"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/222185"}},{"articleId":222190,"title":"Manual Date-and-Time Fields in Word 2016","slug":"manual-date-time-fields-word-2016","categoryList":["technology","software","microsoft-products","word"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/222190"}},{"articleId":222193,"title":"Unassigned Key Combinations in Word 2016","slug":"unassigned-key-combinations-word-2016","categoryList":["technology","software","microsoft-products","word"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/222193"}},{"articleId":222196,"title":"References, Tips, and Suggestions for Using Word 2016","slug":"references-tips-suggestions-using-word-2016","categoryList":["technology","software","microsoft-products","word"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/222196"}}],"content":[{"title":"Text formatting, tips, and suggestions","thumb":null,"image":null,"content":"<p>Text and paragraphs in Word have special meaning. Specific terms are used to describe these document elements as well as their formatting.</p>\n<h3>Text attributes</h3>\n<p>The figure below illustrates the basic descriptions that apply to a typeface or font.</p>\n<p><img loading=\"lazy\" class=\"alignnone size-medium wp-image-302935\" src=\"https://www.dummies.com/wp-content/uploads/9781394323869-fgcs01-270x101.jpg\" alt=\"\" width=\"270\" height=\"101\" /></p>\n<p>Here are the terms used to describe a typeface:</p>\n<p><strong>Baseline:</strong> Text is written on the baseline.</p>\n<p><strong>Cap height:</strong> Capital letters extend from the baseline to the cap height.</p>\n<p><strong>X-height:</strong> Most lowercase letters rise to the x-height, which is named after the lowercase letter <em>x</em> and not anything mysterious.</p>\n<p><strong>Ascender:</strong> Taller lowercase letters extend to the ascender height, such as the <em>t</em> shown in Figure 1-1.</p>\n<p><strong>Descender:</strong> Lowercase letters that dip below the baseline drop to the descender.</p>\n<p>The figure below illustrates different typeface styles.</p>\n<p><img loading=\"lazy\" class=\"alignnone size-medium wp-image-302936\" src=\"https://www.dummies.com/wp-content/uploads/9781394323869-fgcs02-270x173.jpg\" alt=\"\" width=\"270\" height=\"173\" /></p>\n<p>Here are the terms used to describe typeface styles:</p>\n<p><strong>Proportional / monospaced:</strong> A proportionally spaced typeface uses different widths for each lette. A monospaced typeface features letters all the same width, as you’d find on a typewriter.</p>\n<p><strong>Size:</strong> Typeface size is set in <em>points,</em> or units equal to 1/72 of an inch, as measured from the typeface’s descender to its cap height.</p>\n<p><strong>Weight:</strong> The weight value is related to a character’s thickness. For example, bold text is a heavier weight than book or regular weight.</p>\n<p><strong>Slant or slope:</strong> A typeface’s slope refers to how the text is angled. Italic type is an example of slope.</p>\n<p><strong>Width:</strong> Some typefaces feature condensed or narrow variations. These fonts feature the same basic design, but the text looks thin or skinny.</p>\n<h3>Text formatting tips</h3>\n<ul>\n<li>Use serif fonts for body text, use sans serif fonts for titles and headings. Serif fonts are easier to read, which makes them ideal for body text.</li>\n<li>If possible, choose a typeface to match the style you want to apply. For example, choose Futura Bold as the title typeface instead of choosing Futura and then applying the bold text attribute. (For some typefaces, Windows chooses the proper font automatically.)</li>\n<li>Text effects are fun – but save them for titles or other decorative elements.</li>\n<li>Use hyphens to break up long words that make paragraph formatting look weird.</li>\n</ul>\n"},{"title":"Object layout options","thumb":null,"image":null,"content":"<p>Line art, text boxes, pictures, and other fancy document elements use layout options to control where they sit in the text. These options are set when you select the object (click on it) and then click the Layout Options button, as illustrated in the figure below.</p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-302939\" src=\"https://www.dummies.com/wp-content/uploads/9781394323869-fgcs03.jpg\" alt=\"\" width=\"178\" height=\"235\" /></p>\n<p>Here are the layout options and how they affect an object:</p>\n<p><strong>In Line with Text:</strong> The default option treats the object as if it were just another character in a paragraph, albeit a potentially large character.</p>\n<p><strong>Square.</strong> The object sits inside a rectangle, no matter what the object’s shape. Text flows around the rectangle, keeping equidistance from the object.</p>\n<p><strong>Tight.</strong> This setting is similar to the Square setting, though the text is closer to the object and matches its shape.</p>\n<p><strong>Through.</strong> If the object’s shape allows, text flows through the image, perhaps filling an interior space or space between separate sides of the same object.</p>\n<p><strong>Top and Bottom.</strong> The object is held in a box with the top and bottom extending to the page margins.</p>\n<p><strong>Behind Text:</strong> The object floats behind the text, as if it’s part of the page.</p>\n<p><strong>In Front of Text:</strong> The object floats in front of the text, obscuring the text if the object is opaque.</p>\n<p>In all cases, the object can be attached to a paragraph of text or allowed to remain at a fixed position on the page. These settings appear in Figure 1, at the bottom of the Layout Options popup:</p>\n<p><strong>Move with Text: </strong>An anchor icon appears next to a paragraph in the text. The object stays with that paragraph on the same page. Drag the anchor to associate the object with a different paragraph.</p>\n<p><strong>Fix Position on Page:</strong> The object can set at any location on the page. Its position is unaffected by edits or additions to the text.</p>\n<p>These two options, Move with Text and Fix Position on Page are available only for some of the layout options described on this web page.</p>\n"},{"title":"Unassigned key combinations","thumb":null,"image":null,"content":"<p>If you’re assigning commands to keyboard shortcuts, creating your own macros, or just desire to have better access to your favorite commands, I have good news: You’ll find plenty of simple keyboard shortcuts available for the taking. Some are surprisingly simple combinations.</p>\n<h2>Ctrl key combinations</h2>\n<p>Ctrl+. (period)</p>\n<p>Ctrl+; (semicolon)</p>\n<p>Ctrl+7</p>\n<p>Ctrl+8</p>\n<p>Ctrl+9</p>\n<h2>Alt key combinations</h2>\n<p>Alt+/</p>\n<p>Alt+. (period)</p>\n<p>Alt+, (comma)</p>\n<p>Alt+; (semicolon)</p>\n<p>Alt+\\</p>\n<p>Alt+’ (single quote)</p>\n<p>Alt+[</p>\n<p>Alt+]</p>\n<p>Alt+` (accent grave)</p>\n<p>Alt+<em>n</em> where <em>n</em> is number keys 1 through 9 and 0</p>\n<h2>Function key combinations</h2>\n<p>Alt+F2</p>\n<p>Shift+Ctrl+F2</p>\n<p>Shift+Alt+F3</p>\n<p>Ctrl+Alt+F3</p>\n<p>Shift+Ctrl+F4</p>\n<p>Ctrl+Alt+F4</p>\n<p>Shift+Alt+F5</p>\n<p>Ctrl+Alt+F5</p>\n<p>Ctrl+Alt+F6</p>\n<p>Ctrl+F7</p>\n<p>Shift+Alt+F8</p>\n<p>Ctrl+Alt+F8</p>\n<p>Ctrl+Alt+F9</p>\n<p>Ctrl+Alt+F10</p>\n<p>Shift+Alt+F11</p>\n<p>Ctrl+Alt+F11</p>\n<p>Alt+F12</p>\n<p>Shift+Alt+F12</p>\n<p>Ctrl+Alt+F12</p>\n<p>Ctrl+Alt+Shift+F<em>n</em> where <em>n </em>is any function key</p>\n"},{"title":"References, tips, and suggestions","thumb":null,"image":null,"content":"<p>Here are some references to different parts of Word, plus some tips and suggestions on how to use these many features.</p>\n<h3>Document views</h3>\n<p>You can change how a document appears in the Word document window. Here are your options:</p>\n<p><strong>Print Layout.</strong> The standard view, in this mode you see all elements on a page including text, graphics, headers, footers, and even the page margins if you adjust the zoom.</p>\n<p><strong>Web Layout.</strong> This view is good for creating web pages, though I don’t recommend using Word as your web page editor. In the Web Layout view, the document lacks page margins, just as a web page lacks various paper page elements.</p>\n<p><strong>Read Mode.</strong> You use this mode to read text. Writing new text and editing isn’t possible. This is perhaps Word’s least popular mode, which makes you wonder why its shortcut is on the status bar.</p>\n<p><strong>Draft.</strong> Once Word’s default view, draft mode is good for writing text. When you need to format a page or add graphics, Word switches automatically to Print Layout view. In fact, Word switches to Print Layout view so often that I find using Draft view impossible.</p>\n<p><strong>Outline.</strong> While this view does present a document’s text, it’s really designed for organizing thoughts, topics, or anything with a hierarchical structure.</p>\n<ul>\n<li>To switch modes, you click on the Read Mode, Print Layout, or Web Layout icons on the status bar. Otherwise, click the View tab and choose a mode from the Views group.</li>\n<li>If you’re just writing text, use Draft view. In this mode Word presents text with character and paragraph formatting, but without graphical or page-level formats visible.</li>\n<li>Documents open in Print Layout or Web Layout view, depending on which you used last.</li>\n<li>The keyboard shortcut to enter Print Layout view is Ctrl+Alt+P.</li>\n<li>The keyboard shortcut to enter Draft view is Ctrl+Alt+N. The N stands for <em>normal</em> because this was once Word’s default (or normal) view.</li>\n<li>The keyboard shortcut to enter Outline view is Ctrl+Alt+O.</li>\n</ul>\n<h3>Section break types</h3>\n<p>Section breaks help you include multiple page formats within a single document. The section break can affect page margins, page orientation, paper size, columns, page numbers, and the contents of headers and footers.</p>\n<p>The section break commands are found on the Layout tab, in the Page Setup group. Click the Breaks button to view the section break types.</p>\n<p><strong>Next Page.</strong> Similar to a hard page break, this section break starts the new section at the top of a page.</p>\n<p><strong>Continuous.</strong> This section break works like a next page section break for the paper size and orientation formatting commands. For page margins and columns, the Continuous section break allows you to change formats anywhere on a page.</p>\n<p><strong>Even Page.</strong> This section break works just like a Next Page section break, but the new page starts on an evenly-numbered page.</p>\n<p><strong>Odd Page.</strong> This section break is identical to the Even Page break, but the new page always starts on an odd-numbered page.</p>\n<ul>\n<li>To best set a section break, position the insertion pointer at the start of a paragraph, then apply the section break. That paragraph becomes the start of the new section.</li>\n<li>Section break effects are seen in Print Layout mode. To view the section break itself, use the Show/Hide command: Click the Home tab and in the Paragraph group, click the Show/Hide button.</li>\n<li>To remove a section break, use the Show/Hide command to display its hidden code in the document. Place the insertion pointer just before the section break and press the Delete key.</li>\n<li>If you use the Even Page or Odd Page section breaks, Word may insert an extra blank page into the document to assure that the section break starts on an even or odd page.</li>\n<li>Word determines whether a page is even or odd based on the page’s number. If you change page numbering in a document, then Word uses the new numbering value and not the page’s physical page number.</li>\n</ul>\n"}],"videoInfo":{"videoId":null,"name":null,"accountId":null,"playerId":null,"thumbnailUrl":null,"description":null,"uploadDate":null}},"sponsorship":{"sponsorshipPage":false,"backgroundImage":{"src":null,"width":0,"height":0},"brandingLine":"","brandingLink":"","brandingLogo":{"src":null,"width":0,"height":0},"sponsorAd":"","sponsorEbookTitle":"","sponsorEbookLink":"","sponsorEbookImage":{"src":null,"width":0,"height":0}},"primaryLearningPath":"Advance","lifeExpectancy":"One year","lifeExpectancySetFrom":"2025-04-21T00:00:00+00:00","dummiesForKids":"no","sponsoredContent":"no","adInfo":"","adPairKey":[]},"status":"publish","visibility":"public","articleId":222199},{"headers":{"creationTime":"2025-04-28T15:32:31+00:00","modifiedTime":"2025-04-28T15:32:31+00:00","timestamp":"2025-04-28T18:01:10+00:00"},"data":{"breadcrumbs":[{"name":"Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33512"},"slug":"technology","categoryId":33512},{"name":"Cybersecurity","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33537"},"slug":"cybersecurity","categoryId":33537}],"title":"The Business Benefits of Prioritizing Identity Security","strippedTitle":"the business benefits of prioritizing identity security","slug":"the-business-benefits-of-prioritizing-identity-security","canonicalUrl":"","seo":{"metaDescription":"Learn how prioritizing identity security can enhance your organization's defenses, improve employee experience, and drive significant business benefits.","noIndex":0,"noFollow":0},"content":"Today, applications can run anywhere — on-premises or in the cloud — and users can access them from anywhere, on virtually any device. Modern business trends including remote and hybrid work, distributed and extended workforces (such as contractors, partners, vendors, and other third parties), and the proliferation of cloud-hosted applications have led to the emergence of a new security perimeter: identity.\r\n<p class=\"article-tips remember\">An <em>identity</em> includes attributes such as user (or account) name, password (or passphrase or secret key), roles, access privileges, and historical context. This information identifies an individual or entity (such as a service, device, or application) in an organization’s systems and networks.</p>\r\nAs attackers increasingly target identities, organizations must stay ahead by implementing a comprehensive identity security program. In this article, we explain how the right approach to identity security can enhance your organization’s security posture, improve the employee experience, and deliver significant business benefits.\r\n<p class=\"article-tips warning\">Rather than developing exploits for system or application vulnerabilities, attackers can simply log in with stolen credentials. According to the 2024 <em>Verizon Business Data Breach Investigations Report</em> (DBIR), 68 percent of breaches are the result of credential theft (that is, the “human element”) from vectors including social engineering techniques (such as phishing, smishing, business email compromise, and pretexting) and brute-force dictionary attacks.</p>\r\n\r\n<h2 id=\"tab1\" >A strong security posture is good for business</h2>\r\nWhen an organization falls victim to a ransomware attack or a data breach, normal business operations grind to a halt. It’s never “business as usual” when your employees, partners, and customers can’t access your critical applications and data because of a cyberattack.\r\n\r\nBy improving network security and account hygiene, an identity security program can help organizations prevent breaches before they occur and respond quickly when compromised accounts are discovered, thus reducing the impact of any potential breaches.\r\n<h2 id=\"tab2\" >Don’t be the weak link in your supply chain security posture</h2>\r\nIn our modern interconnected world, no business is an island, and the weakest link in your security posture may be one of your supply chain partners. According to research from BlueVoyant, more than four-fifths of organizations (81 percent) were impacted by supply chain attacks in 2024. Of course, supply chain attacks aren’t new — the 2013 Target data breach was the result of a compromised account belonging to a third-party maintenance vendor — but they have become more prevalent. More recently, the Change Healthcare (a subsidiary of UnitedHealth Group) attack in February 2024 cost nearly $9 billion in response efforts and assistance to affected healthcare providers.\r\n\r\nEvery business has a supply chain and is a part of the supply chain itself — whether as an upstream supplier, downstream customer, or both. Third-party risk management has taken on renewed importance and can be a competitive differentiator when selecting new partnerships or renewing existing relationships. Yet many organizations struggle to manage third-party access to their systems and data. A strong identity security program can help an organization better manage guest accounts and monitor third-party activities, reducing the risk of data breaches caused by third-party access.\r\n<h2 id=\"tab3\" >Security is only strong if it is adopted</h2>\r\nWhile the login experience isn’t likely to top your employees’ list of factors impacting job satisfaction, it is a routine part of their daily work lives, and a poor experience can quickly cause user frustration. Struggling to remember different passwords, answering numerous multi-factor authentication (MFA) prompts, or calling the help desk to unlock their account — all before they’ve had their first cup of coffee — isn’t a great way to start the workday.\r\n\r\nEmployees can benefit from an identity security program that provides quick and seamless access to their applications and devices, increasing productivity and reducing user frustration. A well-designed identity security program can also increase operational efficiency and decrease resource strain on IT and help desk teams by streamlining identity and access management (IAM) workflows such as account provisioning, permissions management, MFA enrollment, password resets, and reporting. It’s a win-win for everyone.\r\n<p class=\"article-tips tip\">By defining clear objectives and tying them to known business drivers and risks, organizations can ensure a strong identity security program that delivers measurable business value. To learn more about identity security and its business benefits, visit <a href=\"https://duo.com/\" target=\"_blank\" rel=\"noopener\" data-testid=\"bookSponsorDownloadButton\">https://duo.com/</a> and download a free copy of <em>Identity Security For Dummies</em>.</p>","description":"Today, applications can run anywhere — on-premises or in the cloud — and users can access them from anywhere, on virtually any device. Modern business trends including remote and hybrid work, distributed and extended workforces (such as contractors, partners, vendors, and other third parties), and the proliferation of cloud-hosted applications have led to the emergence of a new security perimeter: identity.\r\n<p class=\"article-tips remember\">An <em>identity</em> includes attributes such as user (or account) name, password (or passphrase or secret key), roles, access privileges, and historical context. This information identifies an individual or entity (such as a service, device, or application) in an organization’s systems and networks.</p>\r\nAs attackers increasingly target identities, organizations must stay ahead by implementing a comprehensive identity security program. In this article, we explain how the right approach to identity security can enhance your organization’s security posture, improve the employee experience, and deliver significant business benefits.\r\n<p class=\"article-tips warning\">Rather than developing exploits for system or application vulnerabilities, attackers can simply log in with stolen credentials. According to the 2024 <em>Verizon Business Data Breach Investigations Report</em> (DBIR), 68 percent of breaches are the result of credential theft (that is, the “human element”) from vectors including social engineering techniques (such as phishing, smishing, business email compromise, and pretexting) and brute-force dictionary attacks.</p>\r\n\r\n<h2 id=\"tab1\" >A strong security posture is good for business</h2>\r\nWhen an organization falls victim to a ransomware attack or a data breach, normal business operations grind to a halt. It’s never “business as usual” when your employees, partners, and customers can’t access your critical applications and data because of a cyberattack.\r\n\r\nBy improving network security and account hygiene, an identity security program can help organizations prevent breaches before they occur and respond quickly when compromised accounts are discovered, thus reducing the impact of any potential breaches.\r\n<h2 id=\"tab2\" >Don’t be the weak link in your supply chain security posture</h2>\r\nIn our modern interconnected world, no business is an island, and the weakest link in your security posture may be one of your supply chain partners. According to research from BlueVoyant, more than four-fifths of organizations (81 percent) were impacted by supply chain attacks in 2024. Of course, supply chain attacks aren’t new — the 2013 Target data breach was the result of a compromised account belonging to a third-party maintenance vendor — but they have become more prevalent. More recently, the Change Healthcare (a subsidiary of UnitedHealth Group) attack in February 2024 cost nearly $9 billion in response efforts and assistance to affected healthcare providers.\r\n\r\nEvery business has a supply chain and is a part of the supply chain itself — whether as an upstream supplier, downstream customer, or both. Third-party risk management has taken on renewed importance and can be a competitive differentiator when selecting new partnerships or renewing existing relationships. Yet many organizations struggle to manage third-party access to their systems and data. A strong identity security program can help an organization better manage guest accounts and monitor third-party activities, reducing the risk of data breaches caused by third-party access.\r\n<h2 id=\"tab3\" >Security is only strong if it is adopted</h2>\r\nWhile the login experience isn’t likely to top your employees’ list of factors impacting job satisfaction, it is a routine part of their daily work lives, and a poor experience can quickly cause user frustration. Struggling to remember different passwords, answering numerous multi-factor authentication (MFA) prompts, or calling the help desk to unlock their account — all before they’ve had their first cup of coffee — isn’t a great way to start the workday.\r\n\r\nEmployees can benefit from an identity security program that provides quick and seamless access to their applications and devices, increasing productivity and reducing user frustration. A well-designed identity security program can also increase operational efficiency and decrease resource strain on IT and help desk teams by streamlining identity and access management (IAM) workflows such as account provisioning, permissions management, MFA enrollment, password resets, and reporting. It’s a win-win for everyone.\r\n<p class=\"article-tips tip\">By defining clear objectives and tying them to known business drivers and risks, organizations can ensure a strong identity security program that delivers measurable business value. To learn more about identity security and its business benefits, visit <a href=\"https://duo.com/\" target=\"_blank\" rel=\"noopener\" data-testid=\"bookSponsorDownloadButton\">https://duo.com/</a> and download a free copy of <em>Identity Security For Dummies</em>.</p>","blurb":"","authors":[],"primaryCategoryTaxonomy":{"categoryId":33537,"title":"Cybersecurity","slug":"cybersecurity","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33537"}},"secondaryCategoryTaxonomy":{"categoryId":0,"title":null,"slug":null,"_links":null},"tertiaryCategoryTaxonomy":{"categoryId":0,"title":null,"slug":null,"_links":null},"trendingArticles":[{"articleId":192609,"title":"How to Pray the Rosary: A Comprehensive Guide","slug":"how-to-pray-the-rosary","categoryList":["body-mind-spirit","religion-spirituality","christianity","catholicism"],"_links":{"self":"/articles/192609"}},{"articleId":284787,"title":"What Your Society Says About You","slug":"what-your-society-says-about-you","categoryList":["academics-the-arts","humanities"],"_links":{"self":"/articles/284787"}},{"articleId":230957,"title":"Nikon D3400 For Dummies Cheat Sheet","slug":"nikon-d3400-dummies-cheat-sheet","categoryList":["home-auto-hobbies","photography"],"_links":{"self":"/articles/230957"}},{"articleId":208741,"title":"Kabbalah For Dummies Cheat Sheet","slug":"kabbalah-for-dummies-cheat-sheet","categoryList":["body-mind-spirit","religion-spirituality","kabbalah"],"_links":{"self":"/articles/208741"}},{"articleId":140269,"title":"How to Change the Location of User Folders in Windows 10","slug":"how-to-change-the-location-of-user-folders-in-windows-10","categoryList":["technology","computers","operating-systems","windows","windows-10"],"_links":{"self":"/articles/140269"}}],"inThisArticle":[{"label":"A strong security posture is good for business","target":"#tab1"},{"label":"Don’t be the weak link in your supply chain security posture","target":"#tab2"},{"label":"Security is only strong if it is adopted","target":"#tab3"}],"relatedArticles":{"fromBook":[],"fromCategory":[{"articleId":302743,"title":"Modern DSPM and the Importance of Discovering and Classifying Sensitive Data","slug":"modern-dspm-and-the-importance-of-discovering-and-classifying-sensitive-data","categoryList":["technology","cybersecurity"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/302743"}},{"articleId":302507,"title":"What Is Zero Risk Application Security and How Can It Align with Compliance Frameworks?","slug":"what-is-zero-risk-application-security-and-how-can-it-align-with-compliance-frameworks","categoryList":["technology","cybersecurity"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/302507"}},{"articleId":302201,"title":"SAP Application Security: Get Clean, Stay Clean, and Optimize","slug":"sap-application-security-get-clean-stay-clean-and-optimize","categoryList":["technology","cybersecurity"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/302201"}},{"articleId":301649,"title":"Takeaways about Extended Detection and Response (XDR)","slug":"takeaways-about-extended-detection-and-response-xdr","categoryList":["technology","cybersecurity"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/301649"}},{"articleId":301654,"title":"Nine Ways to Protect Against Advanced Email Threats","slug":"nine-ways-to-protect-against-advanced-email-threats","categoryList":["technology","cybersecurity"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/301654"}}]},"hasRelatedBookFromSearch":false,"relatedBook":{"bookId":0,"slug":null,"isbn":null,"categoryList":null,"amazon":null,"image":null,"title":null,"testBankPinActivationLink":null,"bookOutOfPrint":false,"authorsInfo":null,"authors":null,"_links":null},"collections":[],"articleAds":{"footerAd":"<div class=\"du-ad-region row\" id=\"article_page_adhesion_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_adhesion_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;cybersecurity&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[null]},{&quot;key&quot;:&quot;sponsored&quot;,&quot;values&quot;:[&quot;customsolutions&quot;]}]\" id=\"du-slot-680fc26723dc9\"></div></div>","rightAd":"<div class=\"du-ad-region row\" id=\"article_page_right_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_right_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;cybersecurity&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[null]},{&quot;key&quot;:&quot;sponsored&quot;,&quot;values&quot;:[&quot;customsolutions&quot;]}]\" id=\"du-slot-680fc2672577f\"></div></div>"},"articleType":{"articleType":"Articles","articleList":null,"content":null,"videoInfo":{"videoId":null,"name":null,"accountId":null,"playerId":null,"thumbnailUrl":null,"description":null,"uploadDate":null}},"sponsorship":{"sponsorshipPage":true,"backgroundImage":{"src":null,"width":0,"height":0},"brandingLine":"Brought to you by Cisco Duo","brandingLink":"https://duo.com/","brandingLogo":{"src":"https://www.dummies.com/wp-content/uploads/cisco-duo-logo-web.png","width":201,"height":98},"sponsorAd":"","sponsorEbookTitle":"Identity Security For Dummies, Cisco Duo Special Edition","sponsorEbookLink":"https://duo.com/","sponsorEbookImage":{"src":"https://www.dummies.com/wp-content/uploads/identity-security-for-dummies-cisco-duo-162x255.jpg","width":162,"height":255}},"primaryLearningPath":"Advance","lifeExpectancy":"One year","lifeExpectancySetFrom":"2025-04-29T00:00:00+00:00","dummiesForKids":"no","sponsoredContent":"no","adInfo":"","adPairKey":[{"adPairKey":"sponsored","adPairValue":"customsolutions"}]},"status":"publish","visibility":"public","articleId":302887},{"headers":{"creationTime":"2025-04-28T14:54:25+00:00","modifiedTime":"2025-04-28T14:54:25+00:00","timestamp":"2025-04-28T15:01:07+00:00"},"data":{"breadcrumbs":[{"name":"Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33512"},"slug":"technology","categoryId":33512},{"name":"Programming & Web Design","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33592"},"slug":"programming-web-design","categoryId":33592},{"name":"General Programming & Web Design","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33610"},"slug":"general-programming-web-design","categoryId":33610}],"title":"Why Local Environments Hold Your Developers Back","strippedTitle":"why local environments hold your developers back","slug":"why-local-environments-hold-your-developers-back","canonicalUrl":"","seo":{"metaDescription":"Discover how local development environments hinder your developers. Learn why cloud development environments can boost innovation and efficiency.","noIndex":0,"noFollow":0},"content":"For enterprises whose growth depends on the innovation of their developers and data scientists, success moves at the speed of their development environments. Efficiency, effectiveness, and the ability to build without friction — that’s what sets the pace.\r\n\r\nThe question is simple enough: Do your developers and data scientists work their magic in cloud development environments (CDEs), or is their work bogged down by a legacy development environment? Read on to find out why local development environments and other traditional solutions may be holding back your developers, and how cloud development environments can set them free.\r\n<h2 id=\"tab1\" >How traditional development environments are lacking</h2>\r\nWhat are some of the ways the wrong development environment may be making your company’s progress sluggish?\r\n<ul>\r\n \t<li><strong>Local development environments:</strong> This was yesterday’s standard, with all developers managing their own environments on their own machines. All that local control gets in the way of getting ahead. It’s complicated and time-consuming to configure tools and dependencies on each individual environment. You wind up with inconsistencies that slow things down. And don’t even think about scaling this approach.</li>\r\n \t<li><strong>Virtual desktop infrastructures (VDIs):</strong> VDIs help to centralize environments, but they’re often not really workable for development. They’re expensive and complicated to maintain. They also tend to suffer from sluggish performance, and that’s no way to keep developers happy.</li>\r\n \t<li><strong>Shadow virtual machines (VMs):</strong> Developers may get around these issues with ad hoc VMs, but they end up creating different problems. “Shadow” solutions may be lacking in governance and are often overprovisioned. That makes them potential security risks, not to mention wasteful of resources.</li>\r\n</ul>\r\n<h2 id=\"tab2\" >How cloud development environments can help</h2>\r\nA fully managed environment is the answer to the challenges of these more disjointed solutions from yesteryear. The CDE may be hosted in the cloud or via on-premises infrastructure, and it brings together all the necessary tools, libraries, and infrastructure needed for efficient development.\r\n\r\nIt’s a development workspace that can be accessed from anywhere, not tied to a specific location or machine. It’s great for remote work, and because of its centralized infrastructure, it’s a lot more secure than storing code and data on developers’ laptops. Developers and data scientists can easily tap into it for coding applications and training machine learning (ML) models, getting up and running in minutes.\r\n\r\nProvisioning is automatic, so everything developers need is right there and ready to go. It can all be controlled from a centralized interface by authorized team members, ensuring only the right people can access code and data. And the compute and storage resources are easily scalable.\r\n<h2 id=\"tab3\" >How CDEs make developers more productive</h2>\r\nTraditional local development environments tend to be frustratingly slow when it comes to onboarding new developers or moving developers to new projects (and developers tend to take on new projects multiple times a year, of course). Provisioning environments can take days or even weeks, thanks to all the complexities of dependencies and the need for approvals.\r\n\r\nMeanwhile, if developers are off working in their own local environments, that also leads to problems requiring time-consuming troubleshooting. Mismatched environments are the enemy of success. What’s more, resource constraints can be a hangup in local development environments.\r\n\r\nCDEs, on the other hand, can be preconfigured, so developers just log in and get to work. Platform engineers can make global updates and ensure consistencies across the CDE. Configuration drift is no longer a problem.\r\n\r\nAs for resource constraints, the cloud can fix that with high-performance resources that scale as needed. Developers can set up resource-intensive tasks such as ML model training in the cloud, and use their local laptops to get other work done in the meantime.\r\n<h2 id=\"tab4\" >Why cloud development environments provide better security</h2>\r\nLocal development environments and various noncentralized alternatives can pose security threats, due to a lack of adequate governance and a hard-to-manage attack surface. Working with intellectual property and other sensitive data on developer laptops or unapproved VMs is risky. If developers need to pull sensitive data to their laptops for such things as ML model training, you’re tempting fate, because security problems don’t just hold developers back — they can set back the entire organization.\r\n\r\nCDEs, on the other hand, can live in a cloud environment or be centralized in on-premises infrastructure. They can be air-gapped if need be. Source code and data can stay in secure cloud or on-premise locations, along with any compute resources needed for dealing with them, so sensitive data never needs to leave the safety of home.\r\n\r\nCompliance teams aren’t fond of local environments because they’re tricky to monitor. CDEs, on the other hand, offer better monitoring and auditing capabilities, without getting in the way of the developers’ work.\r\n<h2 id=\"tab5\" >How CDEs save both money and time</h2>\r\nFace it — local development environments can be costly. Local hardware isn’t cheap, especially the high-end hardware needed for resource-intensive processes. But if your enterprise tries to trim those costs, developers are likely to be displeased.\r\n\r\nThe reality is, CDEs not only provide a better developer experience and greater security, they also save money and time. Developers can use most cost-effective machines that are less powerful and longer-lasting, because the heavy lifting is happening in the CDE, not on the local machine.\r\n\r\nWhat’s more, CDEs can tap into automation to optimize resource utilization. Auto-start and auto-stop features mean unused environments aren’t sitting there wasting money. Bin-packing multiple developer workspaces onto a single VM can reduce infrastructure costs, too.\r\n\r\nAnd once again, helping developers be more efficient — by easing onboarding and transitioning, while banishing sluggish equipment — saves money, too. Time is, after all, money. If you can save hours and days and weeks of wasted developer time, you’ll get a whole lot more out of the money you’re paying them.\r\n\r\nTo learn more about the benefits of CDEs, <a href=\"https://coder.com/ebooks-and-reports/ebooks/cloud-development-environments-for-dummies-coder-special-edition\" target=\"_blank\" rel=\"noopener\" data-testid=\"bookSponsorDownloadButton\">download your free <em>Cloud Development Environments For Dummies, </em>CoderTechnologies, Inc. Special Edition e-book</a>.","description":"For enterprises whose growth depends on the innovation of their developers and data scientists, success moves at the speed of their development environments. Efficiency, effectiveness, and the ability to build without friction — that’s what sets the pace.\r\n\r\nThe question is simple enough: Do your developers and data scientists work their magic in cloud development environments (CDEs), or is their work bogged down by a legacy development environment? Read on to find out why local development environments and other traditional solutions may be holding back your developers, and how cloud development environments can set them free.\r\n<h2 id=\"tab1\" >How traditional development environments are lacking</h2>\r\nWhat are some of the ways the wrong development environment may be making your company’s progress sluggish?\r\n<ul>\r\n \t<li><strong>Local development environments:</strong> This was yesterday’s standard, with all developers managing their own environments on their own machines. All that local control gets in the way of getting ahead. It’s complicated and time-consuming to configure tools and dependencies on each individual environment. You wind up with inconsistencies that slow things down. And don’t even think about scaling this approach.</li>\r\n \t<li><strong>Virtual desktop infrastructures (VDIs):</strong> VDIs help to centralize environments, but they’re often not really workable for development. They’re expensive and complicated to maintain. They also tend to suffer from sluggish performance, and that’s no way to keep developers happy.</li>\r\n \t<li><strong>Shadow virtual machines (VMs):</strong> Developers may get around these issues with ad hoc VMs, but they end up creating different problems. “Shadow” solutions may be lacking in governance and are often overprovisioned. That makes them potential security risks, not to mention wasteful of resources.</li>\r\n</ul>\r\n<h2 id=\"tab2\" >How cloud development environments can help</h2>\r\nA fully managed environment is the answer to the challenges of these more disjointed solutions from yesteryear. The CDE may be hosted in the cloud or via on-premises infrastructure, and it brings together all the necessary tools, libraries, and infrastructure needed for efficient development.\r\n\r\nIt’s a development workspace that can be accessed from anywhere, not tied to a specific location or machine. It’s great for remote work, and because of its centralized infrastructure, it’s a lot more secure than storing code and data on developers’ laptops. Developers and data scientists can easily tap into it for coding applications and training machine learning (ML) models, getting up and running in minutes.\r\n\r\nProvisioning is automatic, so everything developers need is right there and ready to go. It can all be controlled from a centralized interface by authorized team members, ensuring only the right people can access code and data. And the compute and storage resources are easily scalable.\r\n<h2 id=\"tab3\" >How CDEs make developers more productive</h2>\r\nTraditional local development environments tend to be frustratingly slow when it comes to onboarding new developers or moving developers to new projects (and developers tend to take on new projects multiple times a year, of course). Provisioning environments can take days or even weeks, thanks to all the complexities of dependencies and the need for approvals.\r\n\r\nMeanwhile, if developers are off working in their own local environments, that also leads to problems requiring time-consuming troubleshooting. Mismatched environments are the enemy of success. What’s more, resource constraints can be a hangup in local development environments.\r\n\r\nCDEs, on the other hand, can be preconfigured, so developers just log in and get to work. Platform engineers can make global updates and ensure consistencies across the CDE. Configuration drift is no longer a problem.\r\n\r\nAs for resource constraints, the cloud can fix that with high-performance resources that scale as needed. Developers can set up resource-intensive tasks such as ML model training in the cloud, and use their local laptops to get other work done in the meantime.\r\n<h2 id=\"tab4\" >Why cloud development environments provide better security</h2>\r\nLocal development environments and various noncentralized alternatives can pose security threats, due to a lack of adequate governance and a hard-to-manage attack surface. Working with intellectual property and other sensitive data on developer laptops or unapproved VMs is risky. If developers need to pull sensitive data to their laptops for such things as ML model training, you’re tempting fate, because security problems don’t just hold developers back — they can set back the entire organization.\r\n\r\nCDEs, on the other hand, can live in a cloud environment or be centralized in on-premises infrastructure. They can be air-gapped if need be. Source code and data can stay in secure cloud or on-premise locations, along with any compute resources needed for dealing with them, so sensitive data never needs to leave the safety of home.\r\n\r\nCompliance teams aren’t fond of local environments because they’re tricky to monitor. CDEs, on the other hand, offer better monitoring and auditing capabilities, without getting in the way of the developers’ work.\r\n<h2 id=\"tab5\" >How CDEs save both money and time</h2>\r\nFace it — local development environments can be costly. Local hardware isn’t cheap, especially the high-end hardware needed for resource-intensive processes. But if your enterprise tries to trim those costs, developers are likely to be displeased.\r\n\r\nThe reality is, CDEs not only provide a better developer experience and greater security, they also save money and time. Developers can use most cost-effective machines that are less powerful and longer-lasting, because the heavy lifting is happening in the CDE, not on the local machine.\r\n\r\nWhat’s more, CDEs can tap into automation to optimize resource utilization. Auto-start and auto-stop features mean unused environments aren’t sitting there wasting money. Bin-packing multiple developer workspaces onto a single VM can reduce infrastructure costs, too.\r\n\r\nAnd once again, helping developers be more efficient — by easing onboarding and transitioning, while banishing sluggish equipment — saves money, too. Time is, after all, money. If you can save hours and days and weeks of wasted developer time, you’ll get a whole lot more out of the money you’re paying them.\r\n\r\nTo learn more about the benefits of CDEs, <a href=\"https://coder.com/ebooks-and-reports/ebooks/cloud-development-environments-for-dummies-coder-special-edition\" target=\"_blank\" rel=\"noopener\" data-testid=\"bookSponsorDownloadButton\">download your free <em>Cloud Development Environments For Dummies, </em>CoderTechnologies, Inc. Special Edition e-book</a>.","blurb":"","authors":[],"primaryCategoryTaxonomy":{"categoryId":33610,"title":"General Programming & Web Design","slug":"general-programming-web-design","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33610"}},"secondaryCategoryTaxonomy":{"categoryId":33584,"title":"Cloud Computing","slug":"cloud-computing","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33584"}},"tertiaryCategoryTaxonomy":{"categoryId":0,"title":null,"slug":null,"_links":null},"trendingArticles":[{"articleId":192609,"title":"How to Pray the Rosary: A Comprehensive Guide","slug":"how-to-pray-the-rosary","categoryList":["body-mind-spirit","religion-spirituality","christianity","catholicism"],"_links":{"self":"/articles/192609"}},{"articleId":284787,"title":"What Your Society Says About You","slug":"what-your-society-says-about-you","categoryList":["academics-the-arts","humanities"],"_links":{"self":"/articles/284787"}},{"articleId":230957,"title":"Nikon D3400 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both money and time","target":"#tab5"}],"relatedArticles":{"fromBook":[],"fromCategory":[{"articleId":301736,"title":"Building DIY Websites For Dummies Cheat Sheet","slug":"building-diy-websites-for-dummies-cheat-sheet","categoryList":["technology","programming-web-design","general-programming-web-design"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/301736"}},{"articleId":299575,"title":"HTML, CSS, & JavaScript All-in-One For Dummies Cheat Sheet","slug":"html-css-javascript-all-in-one-for-dummies-cheat-sheet","categoryList":["technology","programming-web-design","general-programming-web-design"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/299575"}},{"articleId":265680,"title":"Using DevOps To Improve Engineering","slug":"tips-for-improving-engineering-performance-with-devops","categoryList":["technology","programming-web-design","general-programming-web-design"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/265680"}},{"articleId":265675,"title":"How To Automate DevOps in the Cloud","slug":"make-more-of-your-cloud-tools-automating-devops-in-the-cloud","categoryList":["technology","programming-web-design","general-programming-web-design"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/265675"}},{"articleId":265672,"title":"How To Choose a Cloud Service Provider for DevOps","slug":"choosing-the-best-cloud-service-provider-features-and-tools-for-devops","categoryList":["technology","programming-web-design","general-programming-web-design"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/265672"}}]},"hasRelatedBookFromSearch":false,"relatedBook":{"bookId":0,"slug":null,"isbn":null,"categoryList":null,"amazon":null,"image":null,"title":null,"testBankPinActivationLink":null,"bookOutOfPrint":false,"authorsInfo":null,"authors":null,"_links":null},"collections":[],"articleAds":{"footerAd":"<div class=\"du-ad-region row\" id=\"article_page_adhesion_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_adhesion_ad\" data-refreshed=\"false\" \r\n data-target = 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id=\"du-slot-680f98348f157\"></div></div>"},"articleType":{"articleType":"Articles","articleList":null,"content":null,"videoInfo":{"videoId":null,"name":null,"accountId":null,"playerId":null,"thumbnailUrl":null,"description":null,"uploadDate":null}},"sponsorship":{"sponsorshipPage":true,"backgroundImage":{"src":null,"width":0,"height":0},"brandingLine":"Brought to you by Coder","brandingLink":"https://coder.com/","brandingLogo":{"src":"https://www.dummies.com/wp-content/uploads/coder-logo-transparent-strip-black.png","width":200,"height":44},"sponsorAd":"&nbsp;\r\n\r\n&nbsp;","sponsorEbookTitle":"Cloud Development Environments For Dummies, CoderTechnologies, Inc. Special Edition","sponsorEbookLink":"https://coder.com/ebooks-and-reports/ebooks/cloud-development-environments-for-dummies-coder-special-edition","sponsorEbookImage":{"src":"https://www.dummies.com/wp-content/uploads/cloud-development-environments-fd-coder-160x255.jpg","width":160,"height":255}},"primaryLearningPath":"Advance","lifeExpectancy":"One year","lifeExpectancySetFrom":"2025-04-29T00:00:00+00:00","dummiesForKids":"no","sponsoredContent":"no","adInfo":"","adPairKey":[{"adPairKey":"sponsored","adPairValue":"customsolutions"}]},"status":"publish","visibility":"public","articleId":302882},{"headers":{"creationTime":"2025-04-10T20:51:05+00:00","modifiedTime":"2025-04-11T12:39:37+00:00","timestamp":"2025-04-11T15:01:06+00:00"},"data":{"breadcrumbs":[{"name":"Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33512"},"slug":"technology","categoryId":33512},{"name":"Software","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33618"},"slug":"software","categoryId":33618},{"name":"Microsoft Products","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33642"},"slug":"microsoft-products","categoryId":33642},{"name":"General Microsoft","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33652"},"slug":"general-microsoft","categoryId":33652}],"title":"Microsoft Power Platform For Dummies Cheat Sheet","strippedTitle":"microsoft power platform for dummies cheat sheet","slug":"microsoft-power-platform-for-dummies-cheat-sheet","canonicalUrl":"","seo":{"metaDescription":"Unlock the potential of Microsoft Power Platform! Our cheat sheet covers Dataverse, Power Apps, Power Pages, Power BI, and Power Automate.","noIndex":0,"noFollow":0},"content":"The Microsoft Power Platform is a suite of applications that offers low-code and no-code development tools organizations can use to streamline and automate business processes. Collectively (and when integrated properly), the Power Platform suite of applications works together to support business transformation. Following is a description of the applications contained in the Power Platform, and some details about how each application functions as part of the suite:\r\n<ul>\r\n \t<li><strong>Dataverse: </strong>Starting your journey with each of the Power Platform applications requires one essential element: data. At the heart of the Power Platform is Dataverse, the common data service for storing and structuring relational data. Dataverse serves as the backbone for capturing and retaining user inputs across the platform's apps.</li>\r\n \t<li><strong>Power Apps: </strong>The first step in the low-code/no-code journey to business automation is to create a mechanism for data entry. You can begin, for example, by using Power Apps to build an application that collects and manages data. Power Apps is often the primary tool businesses use to design custom applications that are tailored to their needs.</li>\r\n \t<li><strong>Power Pages: </strong>Sometimes, you want the data entered with your Power Apps applications to be available for everyone to see, not just a few users. This is when you use Power Pages to design secure, data-driven external websites. The sites you create with Power Pages can display and collect information directly from Dataverse. Power Pages presents this data in a tabular format or as embedded reports and other media objects.</li>\r\n \t<li><strong>Power BI: </strong>For data analysis, you use Power BI to transform data collected through custom apps created with Power Apps into interactive reports and insightful dashboards.</li>\r\n \t<li><strong>Power Automate:</strong> You can use Power Automate to automate tasks and processes based on the data in Dataverse, which enhances productivity and efficiency across your organization.</li>\r\n</ul>","description":"The Microsoft Power Platform is a suite of applications that offers low-code and no-code development tools organizations can use to streamline and automate business processes. Collectively (and when integrated properly), the Power Platform suite of applications works together to support business transformation. Following is a description of the applications contained in the Power Platform, and some details about how each application functions as part of the suite:\r\n<ul>\r\n \t<li><strong>Dataverse: </strong>Starting your journey with each of the Power Platform applications requires one essential element: data. At the heart of the Power Platform is Dataverse, the common data service for storing and structuring relational data. Dataverse serves as the backbone for capturing and retaining user inputs across the platform's apps.</li>\r\n \t<li><strong>Power Apps: </strong>The first step in the low-code/no-code journey to business automation is to create a mechanism for data entry. You can begin, for example, by using Power Apps to build an application that collects and manages data. Power Apps is often the primary tool businesses use to design custom applications that are tailored to their needs.</li>\r\n \t<li><strong>Power Pages: </strong>Sometimes, you want the data entered with your Power Apps applications to be available for everyone to see, not just a few users. This is when you use Power Pages to design secure, data-driven external websites. The sites you create with Power Pages can display and collect information directly from Dataverse. Power Pages presents this data in a tabular format or as embedded reports and other media objects.</li>\r\n \t<li><strong>Power BI: </strong>For data analysis, you use Power BI to transform data collected through custom apps created with Power Apps into interactive reports and insightful dashboards.</li>\r\n \t<li><strong>Power Automate:</strong> You can use Power Automate to automate tasks and processes based on the data in Dataverse, which enhances productivity and efficiency across your organization.</li>\r\n</ul>","blurb":"","authors":[{"authorId":34674,"name":"Jack A. Hyman","slug":"jack-hyman","description":"<b>Jack Hyman </b>is the founder and principal of IT consulting firm HyerTek, providing services to federal, state, local, and educational institutions. In that role, he helps organizations implement leading cloud platforms and analytics tools. Jack has authored several For Dummies titles, including <i>Microsoft Power BI For Dummies</i>.","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/34674"}}],"primaryCategoryTaxonomy":{"categoryId":33652,"title":"General Microsoft","slug":"general-microsoft","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33652"}},"secondaryCategoryTaxonomy":{"categoryId":0,"title":null,"slug":null,"_links":null},"tertiaryCategoryTaxonomy":{"categoryId":0,"title":null,"slug":null,"_links":null},"trendingArticles":[{"articleId":192609,"title":"How to Pray the Rosary: A Comprehensive Guide","slug":"how-to-pray-the-rosary","categoryList":["body-mind-spirit","religion-spirituality","christianity","catholicism"],"_links":{"self":"/articles/192609"}},{"articleId":284787,"title":"What Your Society Says About You","slug":"what-your-society-says-about-you","categoryList":["academics-the-arts","humanities"],"_links":{"self":"/articles/284787"}},{"articleId":230957,"title":"Nikon D3400 For Dummies Cheat Sheet","slug":"nikon-d3400-dummies-cheat-sheet","categoryList":["home-auto-hobbies","photography"],"_links":{"self":"/articles/230957"}},{"articleId":208741,"title":"Kabbalah For Dummies Cheat Sheet","slug":"kabbalah-for-dummies-cheat-sheet","categoryList":["body-mind-spirit","religion-spirituality","kabbalah"],"_links":{"self":"/articles/208741"}},{"articleId":140269,"title":"How to Change the Location of User Folders in Windows 10","slug":"how-to-change-the-location-of-user-folders-in-windows-10","categoryList":["technology","computers","operating-systems","windows","windows-10"],"_links":{"self":"/articles/140269"}}],"inThisArticle":[],"relatedArticles":{"fromBook":[],"fromCategory":[{"articleId":302691,"title":"Microsoft Copilot For Dummies Cheat Sheet","slug":"microsoft-copilot-for-dummies-cheat-sheet","categoryList":["technology","software","microsoft-products","general-microsoft"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/302691"}},{"articleId":294664,"title":"Windows 365 For Dummies Cheat Sheet","slug":"windows-365-for-dummies-cheat-sheet","categoryList":["technology","software","microsoft-products","general-microsoft"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/294664"}},{"articleId":291623,"title":"Office 2021 For Macs For Dummies Cheat Sheet","slug":"office-2021-for-macs-for-dummies-cheat-sheet","categoryList":["technology","software","microsoft-products","general-microsoft"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/291623"}},{"articleId":290233,"title":"Microsoft 365 For Dummies Cheat Sheet","slug":"microsoft-365-for-dummies-cheat-sheet","categoryList":["technology","software","microsoft-products","general-microsoft"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/290233"}},{"articleId":290196,"title":"Office 2021 All-in-One For Dummies Cheat Sheet","slug":"office-2021-all-in-one-for-dummies-cheat-sheet","categoryList":["technology","software","microsoft-products","general-microsoft"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/290196"}}]},"hasRelatedBookFromSearch":false,"relatedBook":{"bookId":302527,"slug":"microsoft-power-platform-for-dummies","isbn":"9781394277001","categoryList":["technology","software","microsoft-products","general-microsoft"],"amazon":{"default":"https://www.amazon.com/gp/product/1394277008/ref=as_li_tl?ie=UTF8&tag=wiley01-20","ca":"https://www.amazon.ca/gp/product/1394277008/ref=as_li_tl?ie=UTF8&tag=wiley01-20","indigo_ca":"http://www.tkqlhce.com/click-9208661-13710633?url=https://www.chapters.indigo.ca/en-ca/books/product/1394277008-item.html&cjsku=978111945484","gb":"https://www.amazon.co.uk/gp/product/1394277008/ref=as_li_tl?ie=UTF8&tag=wiley01-20","de":"https://www.amazon.de/gp/product/1394277008/ref=as_li_tl?ie=UTF8&tag=wiley01-20"},"image":{"src":"https://www.dummies.com/wp-content/uploads/microsoft-power-platform-for-dummies-cover-9781394277001-203x255.jpg","width":203,"height":255},"title":"Microsoft Power Platform For Dummies","testBankPinActivationLink":"","bookOutOfPrint":true,"authorsInfo":"<p><p><b>Jack Hyman </b>is the founder and principal of IT consulting firm HyerTek, providing services to federal, state, local, and educational institutions. 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","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/35507"}}],"_links":{"self":"https://dummies-api.dummies.com/v2/books/"}},"collections":[],"articleAds":{"footerAd":"<div class=\"du-ad-region row\" id=\"article_page_adhesion_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_adhesion_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;software&quot;,&quot;microsoft-products&quot;,&quot;general-microsoft&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[&quot;9781394277001&quot;]}]\" id=\"du-slot-67f92eb347096\"></div></div>","rightAd":"<div class=\"du-ad-region row\" id=\"article_page_right_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_right_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;software&quot;,&quot;microsoft-products&quot;,&quot;general-microsoft&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[&quot;9781394277001&quot;]}]\" id=\"du-slot-67f92eb347fc6\"></div></div>"},"articleType":{"articleType":"Cheat Sheet","articleList":[{"articleId":0,"title":"","slug":null,"categoryList":[],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/"}}],"content":[{"title":"Choosing a Power Automate Cloud Flow type","thumb":null,"image":null,"content":"<p>Power Automate is Microsoft’s low-code workflow automation solution within the Power Platform. The product allows users to automate repetitive tasks, reducing the number of steps it takes to complete an activity. Power Automate offers three flow types: Cloud Flow, Desktop Flow, and Business Process Flow.</p>\n<p>The purpose of each flow is as follows:</p>\n<ul>\n<li><strong>Cloud Flows</strong>: These workflows run in the cloud and can be triggered in several ways depending on the use case. Cloud Flows operate based on predefined triggers and can execute automatically, instantly based on user interaction, or according to a set schedule.</li>\n<li><strong>Desktop Flows</strong>: Commonly associated with Robotic Process Automation (RPA), Desktop Flows run on the Desktop. These flows depend on user intervention (attended) or execution by an agent (unattended). Allowing Desktop Flows to run virtually requires Power Automate Premium, as a virtual agent (bot) must execute the flow. This product is separate from Power Automate.</li>\n<li><strong>Business Process Flows (BPF)</strong>: Primarily used with model-driven apps, a BPF in Power Automate guides users through a sequence of stages and steps to complete a business task. The BPF helps ensure that users follow a structured process, such as qualifying a lead or resolving a case, leading to a clear, concluding action.</li>\n</ul>\n<p><strong>[begin Tip box]</strong></p>\n<p>Unlike Cloud or Desktop Flows, Business Process Flows focus on user interaction and can be customized based on role-based access using Dataverse. This means different users see only the steps relevant to their responsibilities. This customization ensures that the workflow adapts to the organization&#8217;s needs and provides a clear path for each user, helping to ensure consistency and compliance across business processes.</p>\n<p><strong>[end Tip box]</strong></p>\n<p>Of all the flow types, you’ll likely use Cloud Flows most often—and for good reason. Microsoft supports the integration of hundreds of connectors, providing access to third-party data sources and applications within Power Automate. The key difference among the Cloud Flows lies in the automation target and the task that must be completed.</p>\n<ul>\n<li><strong>Automated Cloud Flows</strong>: These flows use connectors for cloud or on-premises applications to connect to specific user accounts. Once connected, the connector will communicate with the data source when triggered. For example, an automated cloud flow might send a user a text message (SMS) when a new file is added to a folder.</li>\n<li><strong>Instant Flows</strong>: These flows are triggered when a user presses a button to initiate the action. Instead of a user having to complete a task that may take ten steps manually, pressing the button triggers a sequence of events that handles the repetitive activity. Instant flows are often used for approving or rejecting a document in Teams or SharePoint.</li>\n<li><strong>Scheduled Flows</strong>: These are executed based on a known date and time to trigger an event. Examples include uploading all the files from a folder to another online site, such as SharePoint, or sending out a weekly notification to remind a team to submit their timecards.</li>\n</ul>\n<p>So, which type of flow is the best to use? For most users, Automated Cloud Flows offer the most opportunities for automation in conjunction with other Power Platform applications, as they run without manual intervention. Automated Cloud Flows have an added benefit: they can instantly react to changes in data or events, streamlining processes and saving time across organizations, which other flows cannot necessarily support without manual modifications.</p>\n"},{"title":"Building optimized entities in Dataverse","thumb":null,"image":null,"content":"<p>Dataverse is no different than any other data-driven solution regarding data quality. If the data is not optimized for the environment, your applications and reports won’t perform as you’d like. Each <em>entity</em> (table) in Dataverse can be associated with one or more forms, views, charts, and dashboards. To ensure optimal performance across each of the Power Platform applications, entities must be structured efficiently. Each entity must focus on using appropriate relationships among entities (think 1:1, 1:N, N:N), data types (strings, numbers, currency, and so on), and indexes. When designing your entities, consider their global purpose as well as how they will be used by each of the Power Platform applications. The following table breaks down the key considerations by application.</p>\n<table>\n<tbody>\n<tr>\n<td width=\"228\">Application</td>\n<td width=\"396\">Considerations</td>\n</tr>\n<tr>\n<td width=\"228\">Power Apps</td>\n<td width=\"396\">When designing your entity for a Power App application, your business objective is to focus on how the application fetches, displays, and manipulates data. Address the following to achieve optimization for a Power App with Dataverse:</p>\n<ul>\n<li><strong>Limit the use of calculated or roll-up fields:</strong> While they can be helpful, these field types can impact performance.</li>\n<li><strong>Index frequently:</strong> If fields are queried frequently, you should index them, especially when using field data for lookup and filters.</li>\n<li><strong>Look up relationships:</strong> Don’t reinvent the data wheel. Create a table once and then use it across many entities. Such a strategy focuses data quality, eliminates data redundancy, and ensures referential data integrity.</li>\n</ul>\n</td>\n</tr>\n<tr>\n<td width=\"228\">Power BI</td>\n<td width=\"396\">Power BI uses Dataverse to produce report and dashboard outputs, in most cases for real-time reporting. But when the datasets are not well designed, performance will suffer. As you consider reporting requirements, address the following:</p>\n<ul>\n<li><strong>Efficient relationships: </strong>Relationships between entities must be clearly defined to avoid ambiguity. That means entities should maintain a common naming convention, especially for key-based relationships. For example, you wouldn’t want one entity to have a column called State Capitals and the other to be referred to as simply Capitals. If the data has a common objective, naming consistency is critical.</li>\n<li><strong>Filtered views: </strong>Don’t import an entire entity data when only a small subset of records is applicable. Hence, you’ll take a performance hit if you download one million records versus one thousand. Instead, create filtered views that focus on targeted columns, and filter those columns with as many conditions to ensure the data is limited to just the necessary records.</li>\n<li><strong>Data aggregation: </strong>Aggregate data sources within Dataverse, don’t aggregate the data once running the reports. The result of real-time data aggregation will be poor performance for reporting, especially if the dataset contains many calculations.</li>\n<li><strong>Less DAX yields better performance: </strong>Using complex DAX formulas (Power BI’s low-code formula language, called Data Expression Language) as part of a report will slow the output of data. Instead, the calculations should be part of Dataverse. Pre-calculating outputs using Dataverse speeds up the delivery of report outputs.</li>\n</ul>\n</td>\n</tr>\n<tr>\n<td width=\"228\">Power Pages</td>\n<td width=\"396\">Power Pages relies on Dataverse to display dynamic content on external-facing web pages. Example content includes structured tables and Power BI-type reporting. To optimize page load, consider the following when using Dataverse entities:</p>\n<ul>\n<li><strong>Limit Dataverse output:</strong> While all data for Power Pages is stored in the Dataverse, more data output isn’t necessarily a good thing. Limit your output to only those fields that are necessary.</li>\n<li><strong>Don’t overcomplicate formatting:</strong> As with data output, overcomplicating formatting of your Dataverse output impacts performance.</li>\n<li><strong>Cache static data:</strong> If your site will use content often, focus on caching strategies, including the use of Content Delivery Networks, so that data that isn’t accessed often becomes a priority, as this improves load time.</li>\n<li><strong>Apply role-based security:</strong> Don’t give all users access to all data. Instead, apply role-based security enforcement. This limits the records users can see to only those datasets that they can see and edit based on permissions.</li>\n</ul>\n</td>\n</tr>\n<tr>\n<td width=\"228\"><strong>Power Automate</strong></td>\n<td width=\"396\">Workflows are heavily reliant on Dataverse performance, especially when having to scour large, complex datasets. Be extra careful when it comes to querying too much data at once or instituting too many workflow triggers for the following reasons:</p>\n<ul>\n<li><strong>Batch records:</strong> Fewer queries to a Dataverse instance speed up performance; therefore, focus on batching records for updates. If you process records individually, you are bound to have slow data performance (like a traffic jam on a multi-lane highway)</li>\n<li><strong>Trigger when necessary:</strong> Create trigger conditions that minimize constant querying of the Dataverse instance. Instead, implement as many conditions as possible to a Workflow so that performance is optimized to just those events that require Dataverse interaction.</li>\n<li><strong>Minimize the use of actions:</strong> Using too many <em>actions</em> (what triggers a workflow) will reduce Dataverse performance. Only use actions with flows when necessary, and when you do use actions, avoid complex actions. That means, little to no nested loops that will keep cycling unnecessarily through a dataset.</li>\n</ul>\n</td>\n</tr>\n</tbody>\n</table>\n<p>&nbsp;</p>\n<p>You don’t have to figure out what works and what needs fixing in Dataverse alone. Microsoft provides you with monitoring and performance tools to review and tune your Dataverse environment. And don’t forget data that is no longer useful should be archived because less data being queried means faster ongoing performance.</p>\n<p>By now, you should notice a few key themes across each of the applications: data quality, data integrity, and focusing on performance are essential to implementing Dataverse. If an organization focuses on how its entities handle business rules, validation, and relationships, then it is conceivable to deliver ongoing performance success with Dataverse.</p>\n"},{"title":"Visualizing data with Power BI reports and dashboards","thumb":null,"image":null,"content":"<p>Power BI reports and dashboards are visualization outputs that you make available to users. Here’s how Power BI distinguishes these visualizations:</p>\n<ul>\n<li>A<strong> Power BI report</strong> is a single or multi-page output that contains one or more data visualizations. Each page in a report includes a combination of tables, graphs, charts, and other media objects (including third-party sources such as photos or videos). Power BI reports are highly interactive, allowing users to drill down and focus on specific data points for deeper analysis. Reports often pull data from various data sources, including Dataverse, Excel, Access, or SQL Server. The key to successful report design is how the data is organized and presented to tell a story.</li>\n<li>A <strong>Power BI dashboard</strong> combines your most important reports and brings them together to tell a story about an aspect of your data in a visual format. You might have many reports that show different facets of a story, but the dashboard brings all those facets together on a single page. An example of a dashboard might be sales performance across all regions for an organization, while a Power BI report tells the story of a specific geography.</li>\n</ul>\n<p>Figure 1 shows an example of a well-designed Power BI dashboard. Each of the items displayed in the dashboard is a separate report. Pinning reports to a dashboard presents a holistic picture. From the dashboard shown in Figure 1, for example, you can ascertain the total amount of spend for Microsoft SharePoint Services across the U.S. Federal Government in Fiscal Year 2023 and Fiscal Year 2024, based on filtered parameters.</p>\n<p><strong>[insert figure csfg01]</strong></p>\n<p><strong>Figure 1:</strong> A well-designed Power BI dashboard.</p>\n<p><strong>[begin Remember box]</strong></p>\n<p>Dashboards provide a concise, at-a-glance view of your data, making it easier to monitor trends, identify opportunities, and track key performance indicators (KPIs). Dashboards offer less depth and interaction compared to Power BI reports. A Power BI Dashboard is meant to provide a summarized overview of your story for those who need to understand the whole picture, not just a subset of it.</p>\n"},{"title":"Design tips for Power BI dashboards and reports","thumb":null,"image":null,"content":"<p>To create meaningful dashboards and reports in Power BI, you need to be thoughtful about how you design them. Here are some key considerations:</p>\n<ul>\n<li><strong>Choose the right visuals.</strong></li>\n<li>The Power BI Visualization pane offers 20+ visualization options (see Figure 2). Keep in mind that not all your data should be displayed as a bar, column, line, or pie chart. Think about the story you are trying to tell. Sometimes you want to share a discrete value; other times, you may need a table to boost the level of detail and promote understanding.\n<ul>\n<li><strong>&lt;csfg02 &gt;</strong></li>\n<li><strong>Figure 2:</strong> Visualization pane visual options.</li>\n</ul>\n</li>\n<li><strong>Use filters and slicers.</strong></li>\n<li>Don’t be afraid to incorporate filters and slicers so that you can drill down into the data. It’s great to see the big picture, but the most effective dashboards allow you to view a subset of data. When creating a dashboard, use filters and slicers to filter all visuals, not just one. Figure 3 shows an example of a slicer that helps narrow down the result set based on a specific classification code called a NAICS.\n<ul>\n<li><strong>&lt;csfg03 &gt;</strong></li>\n<li><strong>Figure 3:</strong> A slicer that helps filter a dataset.</li>\n</ul>\n</li>\n<li><strong>Tell a story with your data.</strong></li>\n<li>Your visualizations, and more importantly the data in the visualization, should tell a concise story. What is the key message you want your audience to learn about from the dashboard? Focusing on discrete metrics can help users focus on the most important insights.</li>\n<li>In the Dashboard shown in Figure 1, the focus is Fiscal Year 2023 and 2024 SharePoint Service Sales. The visualizations used consider the buyers (agencies and amount spent), contract types the sales were issued under, the geographical distribution of sales during the period, and the total amount spent across several targeted metrics. If you want to drill down into a specific purchasing code to see finer grained details, you can use the slicer to get laser focused.</li>\n<li><strong>Make it accessible.</strong></li>\n<li>Power BI supports creating reports and dashboards that are Section 508 compliant, ensuring those users who have a visual disability including color blindness can now interpret the data. Consider design elements like color contrast, the use of tooltips, text size, and the use of alt text for images and charts.</li>\n</ul>\n<p>Power BI is a versatile and powerful tool for transforming raw data into actionable, interactive insights. If you understand the difference between reports and dashboards and can incorporate the interactive capabilities available from Power BI, your ability to create compelling visualizations will drive informed decision-making.</p>\n"},{"title":"Which Power App type is right for you?","thumb":null,"image":null,"content":"<p>Power Apps brings together a suite of services, namely low-code application tools and data connectors. It allows users to build applications that capture data, create rich business logic, and display relevant reports in a single location, eliminating the need for multiple tools. With Power Apps, you can develop apps in one of two ways: canvas or model-driven applications.</p>\n<p>Canvas and model-driven apps each have distinct purposes and business advantages. The one common factor between both is their reliance on data. Based on your business requirements, it is crucial to determine which type is the best fit. Sometimes, you may need to create a hybrid application — combining the best of both worlds to meet user requirements.</p>\n<h2>Gathering requirements</h2>\n<p>When you create an application, you should start by addressing two considerations: (a) the type of data that will be stored and displayed in the app and (b) the business process automation required to meet user needs successfully. When you gather requirements, ask these questions:</p>\n<ul>\n<li>Is there a specific type of data source the application must use?</li>\n<li>Is a custom user experience and user interface (UI) more critical, or is data quality and reliability the priority?</li>\n<li>How often do you intend to make changes to the application?</li>\n<li>What level of reporting is needed, and how should that reporting be presented?</li>\n<li>How comfortable are developers with using custom code to update the user interface?</li>\n<li>Does the application require the creation of custom controls, including Power Apps Component Framework (PCF) controls, to support visualization enhancements, such as buttons, sliders, and check boxes?</li>\n<li>Will the business rely on a complex workflow requiring Power Automate, or can the app utilize business process flows readily available within Power Apps?</li>\n</ul>\n<h2>Factoring in your use of data</h2>\n<p>Your use of data is often a key factor in deciding which application format to choose. Ask yourself where the data resides and how complex it is. Canvas apps can pull data from many sources and display those sources in a highly graphical, customizable manner, as shown in Figure 4. Model-driven apps are designed to work with Dataverse, which provides a more rigid method of handling data and user experience, as shown in Figure 5.</p>\n<p><strong>&lt;insert CSfg04&gt;</strong></p>\n<p><strong>Figure 4</strong>: A simple canvas app (Data Entry view).</p>\n<p><strong>&lt;insert CSfg05&gt;</strong></p>\n<p><strong>Figure 5</strong>: A model-driven app (view and form).</p>\n<p>Using Dataverse is ideal when complex data modeling requirements, including role-based access security requirements. If Dataverse is required, then you are likely to use model-driven applications. On the other hand, if your application does not rely on Dataverse and interface customization is more important, then Canvas applications are a better fit.</p>\n<h2>Considering the user interface (UI)</h2>\n<p>If a custom user interface (UI) is a priority, you’ll want to use a canvas app, as model-driven apps are not flexible when creating a custom look and feel. Model-driven apps provide a consistent, data-rich experience and a user interface familiar to most users, as they mirror the design of many Microsoft applications. On the other hand, canvas apps allow you to create virtually any look and feel you desire. The following table compares the aspects of canvas and model-driven apps to consider before you choose an app type.</p>\n<p>Table: Comparing Canvas vs. Model-Driven Apps</p>\n<table>\n<tbody>\n<tr>\n<td width=\"208\"></td>\n<td width=\"208\">Canvas Apps</td>\n<td width=\"208\">Model-Driven Apps</td>\n</tr>\n<tr>\n<td width=\"208\">Interface experience</td>\n<td width=\"208\">Custom user interface. Not limiting.</td>\n<td width=\"208\">Data-driven interface. Limiting unless you heavily program and update the application.</td>\n</tr>\n<tr>\n<td width=\"208\">Data sources</td>\n<td width=\"208\">You can use just about any data source, including Dataverse.</td>\n<td width=\"208\">Dataverse exclusively.</td>\n</tr>\n<tr>\n<td width=\"208\">Design constraints</td>\n<td width=\"208\">A blank canvas with unlimited interface customization options when using controls properly. The app will not need to appear as a Microsoft-based app.</td>\n<td width=\"208\">It is based on a predefined set of templates with limited customization. Customizing the templates requires advanced programming skills. The user experience is consistent with most Microsoft apps.</td>\n</tr>\n<tr>\n<td width=\"208\">Page and design flexibility</td>\n<td width=\"208\">Each screen (page) can have its own look and feel.</td>\n<td width=\"208\">Each screen follows standard design conventions, with limited options to update the configuration.</td>\n</tr>\n<tr>\n<td width=\"208\">Cost to implement</td>\n<td width=\"208\">It can be costly and time-consuming, depending on the complexity of the design and the level of customization among the controls used.</td>\n<td width=\"208\">It can be faster and more affordable to develop so long as the user interface customization is limited and the application limits the customization of the data model. This often requires more training for end users.</td>\n</tr>\n<tr>\n<td width=\"208\">Accessibility and compliance</td>\n<td width=\"208\">The developer must address accessibility and compliance independent of app development.</td>\n<td width=\"208\">Microsoft handles your accessibility and responsive design requirements.</td>\n</tr>\n</tbody>\n</table>\n<p>&nbsp;</p>\n<h2>Adopting a hybrid approach</h2>\n<p>Hybrid development is most certainly a possibility. Often, users want the best features from both app types, so selecting the implementation approach isn’t always straightforward. Once you start developing, you can’t simply flip a switch and go between both development modes. You must pick the app format that accommodates your solution&#8217;s needs.</p>\n<p>If you know you’ll need both application development approaches (effectively hybrid), you should develop a model-driven application. Then you can add canvas screens to the model-driven app. A common approach is to use a model-driven app for the primary business process and then use canvas apps for specific tasks that can’t be accomplished with rigid data user experience needs.</p>\n<p>Figure 6 shows a performance management calculator built using canvas app principles, but the application is incorporated into a model-driven app. This example accommodates a variety of user needs, all in one application.</p>\n<p><strong>&lt;insert CSfg06&gt;</strong></p>\n<p><strong>Figure 6:</strong> A canvas-based performance review calculator inside a model driven app.</p>\n"}],"videoInfo":{"videoId":null,"name":null,"accountId":null,"playerId":null,"thumbnailUrl":null,"description":null,"uploadDate":null}},"sponsorship":{"sponsorshipPage":false,"backgroundImage":{"src":null,"width":0,"height":0},"brandingLine":"","brandingLink":"","brandingLogo":{"src":null,"width":0,"height":0},"sponsorAd":"","sponsorEbookTitle":"","sponsorEbookLink":"","sponsorEbookImage":{"src":null,"width":0,"height":0}},"primaryLearningPath":"Advance","lifeExpectancy":"Two years","lifeExpectancySetFrom":"2024-12-09T00:00:00+00:00","dummiesForKids":"no","sponsoredContent":"no","adInfo":"","adPairKey":[]},"status":"publish","visibility":"public","articleId":302831},{"headers":{"creationTime":"2018-11-12T23:22:33+00:00","modifiedTime":"2025-04-10T20:21:06+00:00","timestamp":"2025-04-10T21:01:08+00:00"},"data":{"breadcrumbs":[{"name":"Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33512"},"slug":"technology","categoryId":33512},{"name":"Software","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33618"},"slug":"software","categoryId":33618},{"name":"Microsoft Products","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33642"},"slug":"microsoft-products","categoryId":33642},{"name":"Access","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33643"},"slug":"access","categoryId":33643}],"title":"Access For Dummies Cheat Sheet","strippedTitle":"access for dummies cheat sheet","slug":"access-2019-for-dummies-cheat-sheet","canonicalUrl":"","seo":{"metaDescription":"Keep this Cheat Sheet for a handy reference to the Access 2021 ribbon icons, key tips, and keyboard shortcuts.","noIndex":0,"noFollow":0},"content":"Access makes managing data easy, enabling you to set up a database quickly, enter records into that database, and then use the data however you like. With Access, you can organize data into tables, design forms for editing and reports for presenting, and create queries for finding information!","description":"Access makes managing data easy, enabling you to set up a database quickly, enter records into that database, and then use the data however you like. With Access, you can organize data into tables, design forms for editing and reports for presenting, and create queries for finding information!","blurb":"","authors":[{"authorId":17329,"name":"Laurie A. Ulrich","slug":"laurie-a-ulrich","description":" <p><b>Laurie Ann Ulrich</b> has trained more than 20,000 people to make better, more creative use of their computers. She has created online courses and written more than 30 books.<p> <p><b>Ken Cook</b> built and manages a computer consulting business that has helped users for over 20 years. He&#39;s an expert at creating Microsoft Office and Access database solutions and teaches online Access courses.</b> ","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/17329"}},{"authorId":9047,"name":"Ken Cook","slug":"ken-cook","description":" <p><b>Laurie Ann Ulrich</b> has trained more than 20,000 people to make better, more creative use of their computers. She has created online courses and written more than 30 books.<p> <p><b>Ken Cook</b> built and manages a computer consulting business that has helped users for over 20 years. He&#39;s an expert at creating Microsoft Office and Access database solutions and teaches online Access courses.</b> ","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/9047"}}],"primaryCategoryTaxonomy":{"categoryId":33643,"title":"Access","slug":"access","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33643"}},"secondaryCategoryTaxonomy":{"categoryId":0,"title":null,"slug":null,"_links":null},"tertiaryCategoryTaxonomy":{"categoryId":0,"title":null,"slug":null,"_links":null},"trendingArticles":[{"articleId":192609,"title":"How to Pray the Rosary: A Comprehensive Guide","slug":"how-to-pray-the-rosary","categoryList":["body-mind-spirit","religion-spirituality","christianity","catholicism"],"_links":{"self":"/articles/192609"}},{"articleId":284787,"title":"What Your Society Says About You","slug":"what-your-society-says-about-you","categoryList":["academics-the-arts","humanities"],"_links":{"self":"/articles/284787"}},{"articleId":230957,"title":"Nikon D3400 For Dummies Cheat Sheet","slug":"nikon-d3400-dummies-cheat-sheet","categoryList":["home-auto-hobbies","photography"],"_links":{"self":"/articles/230957"}},{"articleId":208741,"title":"Kabbalah For Dummies Cheat Sheet","slug":"kabbalah-for-dummies-cheat-sheet","categoryList":["body-mind-spirit","religion-spirituality","kabbalah"],"_links":{"self":"/articles/208741"}},{"articleId":140269,"title":"How to Change the Location of User Folders in Windows 10","slug":"how-to-change-the-location-of-user-folders-in-windows-10","categoryList":["technology","computers","operating-systems","windows","windows-10"],"_links":{"self":"/articles/140269"}}],"inThisArticle":[],"relatedArticles":{"fromBook":[],"fromCategory":[{"articleId":258112,"title":"Field Types and Uses in Access 2019 Databases","slug":"field-types-and-uses-in-access-2019-databases","categoryList":["technology","software","microsoft-products","access"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258112"}},{"articleId":258108,"title":"How to Use Access 2019 ScreenTips","slug":"how-to-use-access-2019-screentips","categoryList":["technology","software","microsoft-products","access"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258108"}},{"articleId":258103,"title":"How to Work with Onscreen Tools in Access 2019","slug":"how-to-work-with-onscreen-tools-in-access-2019","categoryList":["technology","software","microsoft-products","access"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258103"}},{"articleId":258100,"title":"How to Navigate the Access 2019 Opening Workspace","slug":"how-to-navigate-the-access-2019-opening-workspace","categoryList":["technology","software","microsoft-products","access"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258100"}},{"articleId":258096,"title":"How Access 2019 Works and How You Work with It","slug":"how-access-2019-works-and-how-you-work-with-it","categoryList":["technology","software","microsoft-products","access"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/258096"}}]},"hasRelatedBookFromSearch":false,"relatedBook":{"bookId":288931,"slug":"access-for-dummies","isbn":"9781394295654","categoryList":["technology","software","microsoft-products","access"],"amazon":{"default":"https://www.amazon.com/gp/product/1394295650/ref=as_li_tl?ie=UTF8&tag=wiley01-20","ca":"https://www.amazon.ca/gp/product/1394295650/ref=as_li_tl?ie=UTF8&tag=wiley01-20","indigo_ca":"http://www.tkqlhce.com/click-9208661-13710633?url=https://www.chapters.indigo.ca/en-ca/books/product/1394295650-item.html&cjsku=978111945484","gb":"https://www.amazon.co.uk/gp/product/1394295650/ref=as_li_tl?ie=UTF8&tag=wiley01-20","de":"https://www.amazon.de/gp/product/1394295650/ref=as_li_tl?ie=UTF8&tag=wiley01-20"},"image":{"src":"https://www.dummies.com/wp-content/uploads/microsoft-365-access-for-dummies-cover-9781394295654-203x255.jpg","width":203,"height":255},"title":"Microsoft 365 Access For Dummies","testBankPinActivationLink":"","bookOutOfPrint":true,"authorsInfo":"<p><p><b>Laurie Ann Ulrich</b> has trained more than 20,000 people to make better, more creative use of their computers. She has created online courses and written more than 30 books.<p> <p><b><b data-author-id=\"9047\">Ken Cook</b></b> built and manages a computer consulting business that has helped users for over 20 years. He&#39;s an expert at creating Microsoft Office and Access database solutions and teaches online Access courses.</b> <p><b>Laurie Ann Ulrich</b> has trained more than 20,000 people to make better, more creative use of their computers. She has created online courses and written more than 30 books.<p> <p><b>Ken Cook</b> built and manages a computer consulting business that has helped users for over 20 years. He&#39;s an expert at creating Microsoft Office and Access database solutions and teaches online Access courses.</b></p>","authors":[{"authorId":9047,"name":"Ken Cook","slug":"ken-cook","description":" <p><b>Laurie Ann Ulrich</b> has trained more than 20,000 people to make better, more creative use of their computers. She has created online courses and written more than 30 books.<p> <p><b>Ken Cook</b> built and manages a computer consulting business that has helped users for over 20 years. He&#39;s an expert at creating Microsoft Office and Access database solutions and teaches online Access courses.</b> ","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/9047"}},{"authorId":17329,"name":"Laurie A. Ulrich","slug":"laurie-a-ulrich","description":" <p><b>Laurie Ann Ulrich</b> has trained more than 20,000 people to make better, more creative use of their computers. She has created online courses and written more than 30 books.<p> <p><b>Ken Cook</b> built and manages a computer consulting business that has helped users for over 20 years. He&#39;s an expert at creating Microsoft Office and Access database solutions and teaches online Access courses.</b> ","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/17329"}}],"_links":{"self":"https://dummies-api.dummies.com/v2/books/"}},"collections":[],"articleAds":{"footerAd":"<div class=\"du-ad-region row\" id=\"article_page_adhesion_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_adhesion_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;software&quot;,&quot;microsoft-products&quot;,&quot;access&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[&quot;9781394295654&quot;]}]\" id=\"du-slot-67f831951f0c3\"></div></div>","rightAd":"<div class=\"du-ad-region row\" id=\"article_page_right_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_right_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;software&quot;,&quot;microsoft-products&quot;,&quot;access&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[&quot;9781394295654&quot;]}]\" id=\"du-slot-67f8319520617\"></div></div>"},"articleType":{"articleType":"Cheat Sheet","articleList":[{"articleId":257182,"title":"Navigating the Access 2019 Ribbon with Key Tips","slug":"navigating-the-access-2019-ribbon-with-key-tips","categoryList":["technology","software","microsoft-products","access"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/257182"}},{"articleId":257187,"title":"Handy Access 2019 Keyboard Shortcuts","slug":"handy-access-2019-keyboard-shortcuts","categoryList":["technology","software","microsoft-products","access"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/257187"}}],"content":[{"title":"Navigating the Access ribbon with key tips","thumb":null,"image":null,"content":"<p>If you like keyboard shortcuts when you’re working with software, Access has a Key Tips feature that can help make entering data move more quickly. The following section describes how to use it:</p>\n<ol>\n<li><strong>Press the Alt key</strong>. When you want to switch tabs and issue commands with the keyboard in Access (rather than with the mouse), press the Alt key. As shown in the following figure, pressing Alt causes numbers and letters to appear in small squares on the Quick Access Toolbar and the Ribbon’s tabs.<img loading=\"lazy\" class=\"alignnone wp-image-288952 size-full\" src=\"https://www.dummies.com/wp-content/uploads/Access-ribbon-tool-bar-png-1.png\" alt=\"Access ribbon and tool bar\" width=\"630\" height=\"473\" /></li>\n<li><strong>Press a Key Tip</strong> to set the focus to that item (like C in this case for the Create tab). Key Tips appear for the item, as shown in the following figure. <img loading=\"lazy\" class=\"alignnone wp-image-288953 size-full\" src=\"https://www.dummies.com/wp-content/uploads/Access-key-tips-png.png\" alt=\"Access key tips\" width=\"630\" height=\"473\" /></li>\n<li><strong>Press a Key Tip</strong> (like TN to create a new table). When you press one of the characters on your keyboard, the command assigned to the Key Tip runs.</li>\n</ol>\n"},{"title":"Handy Access keyboard shortcuts","thumb":null,"image":null,"content":"<p>The following keyboard shortcuts are especially useful in Access. Some keystrokes work anywhere in Access, whereas others work only in specific views, as noted below.</p>\n<table>\n<tbody>\n<tr>\n<td width=\"123\">Keystroke</td>\n<td width=\"495\">Function</td>\n</tr>\n<tr>\n<td width=\"123\">F1</td>\n<td width=\"495\">Opens the Help window</td>\n</tr>\n<tr>\n<td width=\"123\">Alt+F</td>\n<td width=\"495\">Opens the File tab</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+N</td>\n<td width=\"495\">Creates a new blank database</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+O</td>\n<td width=\"495\">Opens an existing database</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+P</td>\n<td width=\"495\">Opens the Print dialog box</td>\n</tr>\n<tr>\n<td width=\"123\">F11</td>\n<td width=\"495\">Shows/hides the Navigation pane</td>\n</tr>\n<tr>\n<td width=\"123\">F6</td>\n<td width=\"495\">Cycles through different areas of the program window</td>\n</tr>\n<tr>\n<td width=\"123\">Alt+H</td>\n<td width=\"495\">Displays the Home tab on the Ribbon</td>\n</tr>\n<tr>\n<td width=\"123\">Alt+C</td>\n<td width=\"495\">Displays the Create tab on the Ribbon</td>\n</tr>\n<tr>\n<td width=\"123\">Alt+X</td>\n<td width=\"495\">Displays the External Data tab on the Ribbon</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+S</td>\n<td width=\"495\">Saves the current object in Design mode</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+C</td>\n<td width=\"495\">Copies the selection to the Clipboard</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+V</td>\n<td width=\"495\">Pastes the selection from the Clipboard</td>\n</tr>\n<tr>\n<td width=\"123\">F12</td>\n<td width=\"495\">Opens the Save As dialog box</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+F4</td>\n<td width=\"495\">Closes the active document window</td>\n</tr>\n<tr>\n<td width=\"123\">Alt+F4</td>\n<td width=\"495\">Closes the active application window</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+Z</td>\n<td width=\"495\">Undoes the last operation</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+;</td>\n<td width=\"495\">Inserts the current date</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+:</td>\n<td width=\"495\">Inserts the current time</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+&#8217;</td>\n<td width=\"495\">Copies the same field data from the previous record</td>\n</tr>\n<tr>\n<td width=\"123\">F2</td>\n<td width=\"495\">Toggles selecting all data in the field or placing the cursor in edit mode</td>\n</tr>\n<tr>\n<td width=\"123\">F9</td>\n<td width=\"495\">Recalculates fields on a form or refreshes a lookup combo or list box</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+Enter</td>\n<td width=\"495\">Inserts a line break in Datasheet and Form view</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+Enter</td>\n<td width=\"495\">Opens the selected object from Navigation pane in Design view</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+ +</td>\n<td width=\"495\">Inserts a new record</td>\n</tr>\n<tr>\n<td width=\"123\">Ctrl+-</td>\n<td width=\"495\">Deletes the current record</td>\n</tr>\n<tr>\n<td width=\"123\">Right Arrow</td>\n<td width=\"495\">Moves the selected control to the right in Design or Layout view</td>\n</tr>\n<tr>\n<td width=\"123\">Left Arrow</td>\n<td width=\"495\">Moves the selected control to the left in Design or Layout view</td>\n</tr>\n<tr>\n<td width=\"123\">Down Arrow</td>\n<td width=\"495\">Moves the selected control down in Design or Layout view</td>\n</tr>\n<tr>\n<td width=\"123\">Up Arrow</td>\n<td width=\"495\">Moves the selected control up in Design or Layout view</td>\n</tr>\n<tr>\n<td width=\"123\">Shift+Right Arrow</td>\n<td width=\"495\">Increases the selected control width in Design or Layout view</td>\n</tr>\n<tr>\n<td width=\"123\">Shift+Left Arrow</td>\n<td width=\"495\">Decreases the selected control width in Design or Layout view</td>\n</tr>\n<tr>\n<td width=\"123\">Shift+Down Arrow</td>\n<td width=\"495\">Increases the selected control height in Design or Layout<br />\nview</td>\n</tr>\n<tr>\n<td width=\"123\">Shift+Up Arrow</td>\n<td width=\"495\">Decreases the selected control height in Design or Layout<br />\nview</td>\n</tr>\n<tr>\n<td width=\"123\">F4</td>\n<td width=\"495\">Toggles the property sheet window in Design view</td>\n</tr>\n<tr>\n<td width=\"123\">Shift+F2</td>\n<td width=\"495\">Zooms in on the current field in Datasheet and Form view</td>\n</tr>\n</tbody>\n</table>\n<p>&nbsp;</p>\n"}],"videoInfo":{"videoId":null,"name":null,"accountId":null,"playerId":null,"thumbnailUrl":null,"description":null,"uploadDate":null}},"sponsorship":{"sponsorshipPage":false,"backgroundImage":{"src":null,"width":0,"height":0},"brandingLine":"","brandingLink":"","brandingLogo":{"src":null,"width":0,"height":0},"sponsorAd":"","sponsorEbookTitle":"","sponsorEbookLink":"","sponsorEbookImage":{"src":null,"width":0,"height":0}},"primaryLearningPath":"Advance","lifeExpectancy":"One 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Get quick access to posting rules, community guidelines, and tips for sharing text, images, and videos.","noIndex":0,"noFollow":0},"content":"<p class=\"Body\">Some readers like to thumb through a book and flag pages that they think are important. If that’s not you, we have you covered with this handy-dandy cheat sheet! This sheet contains all the important stuff you need to know about posting on Bluesky: rules for posting text, images, and videos and Bluesky’s community guidelines so your posts contribute to a healthy community.</p>","description":"<p class=\"Body\">Some readers like to thumb through a book and flag pages that they think are important. If that’s not you, we have you covered with this handy-dandy cheat sheet! This sheet contains all the important stuff you need to know about posting on Bluesky: rules for posting text, images, and videos and Bluesky’s community guidelines so your posts contribute to a healthy community.</p>","blurb":"","authors":[{"authorId":10889,"name":"Eric Butow","slug":"eric-butow","description":" <p> <b>Marc R. Butler</b> is a highly experienced financial services executive who currently works as an advisor and consultant in the financial services world, with a focus on wealth management, organizational operation, and startup success. <b>Eric Butow</b> is the owner of Butow Communications Group in Jackson, California, and is the coauthor of <i>Instagram for Business For Dummies </i>and <i>Digital Etiquette For Dummies</i>. ","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/10889"}},{"authorId":35573,"name":"Rebecca Bollwitt","slug":"rebecca-bollwitt","description":"<strong>Rebecca Bollwitt</strong> is a social media and digital publishing strategist.","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/35573"}}],"primaryCategoryTaxonomy":{"categoryId":33617,"title":"General Social Media","slug":"general-social-media","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33617"}},"secondaryCategoryTaxonomy":{"categoryId":0,"title":null,"slug":null,"_links":null},"tertiaryCategoryTaxonomy":{"categoryId":0,"title":null,"slug":null,"_links":null},"trendingArticles":[{"articleId":192609,"title":"How to Pray the Rosary: A Comprehensive Guide","slug":"how-to-pray-the-rosary","categoryList":["body-mind-spirit","religion-spirituality","christianity","catholicism"],"_links":{"self":"/articles/192609"}},{"articleId":284787,"title":"What Your Society Says About You","slug":"what-your-society-says-about-you","categoryList":["academics-the-arts","humanities"],"_links":{"self":"/articles/284787"}},{"articleId":230957,"title":"Nikon D3400 For Dummies Cheat Sheet","slug":"nikon-d3400-dummies-cheat-sheet","categoryList":["home-auto-hobbies","photography"],"_links":{"self":"/articles/230957"}},{"articleId":208741,"title":"Kabbalah For Dummies Cheat Sheet","slug":"kabbalah-for-dummies-cheat-sheet","categoryList":["body-mind-spirit","religion-spirituality","kabbalah"],"_links":{"self":"/articles/208741"}},{"articleId":140269,"title":"How to Change the Location of User Folders in Windows 10","slug":"how-to-change-the-location-of-user-folders-in-windows-10","categoryList":["technology","computers","operating-systems","windows","windows-10"],"_links":{"self":"/articles/140269"}}],"inThisArticle":[],"relatedArticles":{"fromBook":[],"fromCategory":[{"articleId":297377,"title":"How to Pick a Mastodon Server","slug":"how-to-choose-a-server-on-mastodon","categoryList":["technology","social-media","general-social-media"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/297377"}},{"articleId":297324,"title":"How to Find Your Twitter Followers on Mastodon","slug":"how-to-find-your-friends-on-mastodon","categoryList":["technology","social-media","general-social-media"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/297324"}},{"articleId":297311,"title":"How Is Mastodon Different from Twitter?","slug":"how-is-mastodon-different-from-twitter","categoryList":["technology","social-media","general-social-media"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/297311"}},{"articleId":297062,"title":"Mastodon For Dummies Cheat Sheet","slug":"mastodon-for-dummies-cheat-sheet","categoryList":["technology","social-media","general-social-media"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/297062"}},{"articleId":270462,"title":"Top 10 Essentials for Discord","slug":"top-10-essentials-for-discord","categoryList":["technology","social-media","general-social-media"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/270462"}}]},"hasRelatedBookFromSearch":false,"relatedBook":{"bookId":302805,"slug":"bluesky-for-dummies","isbn":"9781394350162","categoryList":["technology","social-media","general-social-media"],"amazon":{"default":"https://www.amazon.com/gp/product/1394350163/ref=as_li_tl?ie=UTF8&tag=wiley01-20","ca":"https://www.amazon.ca/gp/product/1394350163/ref=as_li_tl?ie=UTF8&tag=wiley01-20","indigo_ca":"http://www.tkqlhce.com/click-9208661-13710633?url=https://www.chapters.indigo.ca/en-ca/books/product/1394350163-item.html&cjsku=978111945484","gb":"https://www.amazon.co.uk/gp/product/1394350163/ref=as_li_tl?ie=UTF8&tag=wiley01-20","de":"https://www.amazon.de/gp/product/1394350163/ref=as_li_tl?ie=UTF8&tag=wiley01-20"},"image":{"src":"https://www.dummies.com/wp-content/uploads/bluesky-for-dummies-9781394350162-170x255.jpg","width":170,"height":255},"title":"Bluesky For Dummies","testBankPinActivationLink":"","bookOutOfPrint":true,"authorsInfo":"<p><p> <b>Marc R. Butler</b> is a highly experienced financial services executive who currently works as an advisor and consultant in the financial services world, with a focus on wealth management, organizational operation, and startup success. <b><b data-author-id=\"10889\">Eric Butow</b></b> is the owner of Butow Communications Group in Jackson, California, and is the coauthor of <i>Instagram for Business For Dummies </i>and <i>Digital Etiquette For Dummies</i>. <strong><b data-author-id=\"35573\">Rebecca Bollwitt</b></strong> is a social media and digital publishing strategist.</p>","authors":[{"authorId":10889,"name":"Eric Butow","slug":"eric-butow","description":" <p> <b>Marc R. Butler</b> is a highly experienced financial services executive who currently works as an advisor and consultant in the financial services world, with a focus on wealth management, organizational operation, and startup success. <b>Eric Butow</b> is the owner of Butow Communications Group in Jackson, California, and is the coauthor of <i>Instagram for Business For Dummies </i>and <i>Digital Etiquette For Dummies</i>. ","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/10889"}},{"authorId":35573,"name":"Rebecca Bollwitt","slug":"rebecca-bollwitt","description":"<strong>Rebecca Bollwitt</strong> is a social media and digital publishing strategist.","hasArticle":false,"_links":{"self":"https://dummies-api.dummies.com/v2/authors/35573"}}],"_links":{"self":"https://dummies-api.dummies.com/v2/books/"}},"collections":[],"articleAds":{"footerAd":"<div class=\"du-ad-region row\" id=\"article_page_adhesion_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_adhesion_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;social-media&quot;,&quot;general-social-media&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[&quot;9781394350162&quot;]}]\" id=\"du-slot-67f56460efea1\"></div></div>","rightAd":"<div class=\"du-ad-region row\" id=\"article_page_right_ad\"><div class=\"du-ad-unit col-md-12\" data-slot-id=\"article_page_right_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;social-media&quot;,&quot;general-social-media&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[&quot;9781394350162&quot;]}]\" id=\"du-slot-67f56460f1b11\"></div></div>"},"articleType":{"articleType":"Cheat Sheet","articleList":[{"articleId":0,"title":"","slug":null,"categoryList":[],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/"}}],"content":[{"title":"Adhering to the Guidelines","thumb":null,"image":null,"content":"<h3>Text limits</h3>\n<p>The text limit for posts is 300 characters, including spaces.</p>\n<h3>Image limits</h3>\n<ul>\n<li><strong>Image format:</strong> You can upload images in JPEG, PNG, and WebP formats.</li>\n<li><strong>Image file size:</strong> The maximum file size for an image is 1MB. If the image you upload is larger than 1MB, Bluesky will compress it for you, but you should ensure that the compressed image still looks the way you want.</li>\n<li><strong>Number of images in a post:</strong> You can upload as many as four images in a post.</li>\n<li><strong>Animated GIF file size:</strong> GIFs can be up to 50MB.</li>\n<li><strong>Profile photo size:</strong> Your profile photo should be 400 x 400 pixels to look the way you expect.</li>\n<li><strong>Profile banner size:</strong> Your profile banner should be 1500 pixels wide by 500 pixels high for the best results.</li>\n</ul>\n<h3>Video requirements</h3>\n<p>Bluesky introduced video sharing in September 2024. You can add one video to each post. Here are the other particulars you need to know:</p>\n<ul>\n<li><strong>Video formats:</strong> Bluesky supports .mp4, .mpeg, .webm, and .mov formats.</li>\n<li><strong>Video length:</strong> A video can be no longer than 60 seconds.</li>\n<li><strong>Number of videos in a post:</strong></li>\n<li><strong>Video file size:</strong> The maximum file size for a video is 50MB.</li>\n<li><strong>Number of videos daily:</strong> You can upload 25 videos or a maximum of 10 GB of video per day.</li>\n</ul>\n"},{"title":"Pointing You in the Right Direction","thumb":null,"image":null,"content":"<p>Bluesky has created guidelines for users to create vibrant communities on the platform, and those guidelines are built upon three principles:</p>\n<ul>\n<li>Allow users to choose the algorithms that power their feeds and use their own apps.</li>\n<li>Create a welcoming environment where people feel safe and enjoy participating on the platform.</li>\n<li>Regularly review and update these guidelines as circumstances change and always be transparent about policy changes.</li>\n</ul>\n<p>Based on these principles, Bluesky has two steadfast rules. Rule #1: Don’t use Bluesky to break the law or cause harm to others. Rule #2: Treat others with respect.</p>\n<p>Rule #2 is straightforward. With Rule #1, here’s how to not cause harm to others:</p>\n<ul>\n<li>Do not spam, phish, or operate multiple accounts that interact similarly. Your goal should be to add value to the network through your content.</li>\n<li>Do not use or distribute others’ private personal information without their permission. The antispam and privacy rules and laws established in your country, state, or province apply on Bluesky as well.</li>\n<li>Do not infringe other’s copyrights, trademarks, or other intellectual property. If you or your business do not own the rights to distribute an image or likeness, do not publish that photo or video on Bluesky.</li>\n</ul>\n"}],"videoInfo":{"videoId":null,"name":null,"accountId":null,"playerId":null,"thumbnailUrl":null,"description":null,"uploadDate":null}},"sponsorship":{"sponsorshipPage":false,"backgroundImage":{"src":null,"width":0,"height":0},"brandingLine":"","brandingLink":"","brandingLogo":{"src":null,"width":0,"height":0},"sponsorAd":"","sponsorEbookTitle":"","sponsorEbookLink":"","sponsorEbookImage":{"src":null,"width":0,"height":0}},"primaryLearningPath":"Explore","lifeExpectancy":"One year","lifeExpectancySetFrom":"2025-04-21T00:00:00+00:00","dummiesForKids":"no","sponsoredContent":"no","adInfo":"","adPairKey":[]},"status":"publish","visibility":"public","articleId":302809},{"headers":{"creationTime":"2025-03-03T21:45:28+00:00","modifiedTime":"2025-03-03T21:49:05+00:00","timestamp":"2025-03-04T00:01:11+00:00"},"data":{"breadcrumbs":[{"name":"Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33512"},"slug":"technology","categoryId":33512},{"name":"Cybersecurity","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33537"},"slug":"cybersecurity","categoryId":33537}],"title":"Modern DSPM and the Importance of Discovering and Classifying Sensitive Data","strippedTitle":"modern dspm and the importance of discovering and classifying sensitive data","slug":"modern-dspm-and-the-importance-of-discovering-and-classifying-sensitive-data","canonicalUrl":"","seo":{"metaDescription":"Discover the importance of modern DSPM in identifying and classifying sensitive data. Learn about challenges and solutions for effective data security.","noIndex":0,"noFollow":0},"content":"In this article you will learn:\r\n<ul>\r\n \t<li><a href=\"#necessity\">The necessity of discovering and classifying all sensitive data</a></li>\r\n \t<li><a href=\"#challenges\">Challenges of modern DSPM tools</a></li>\r\n \t<li><a href=\"#solutions\">Solutions that DSPM tools provide</a></li>\r\n</ul>\r\nData is often shared and copied across multiple locations, making your most valuable business asset a security nightmare. It’s in your organization’s best interests to keep data as secure as possible, away from prying eyes, no matter where it resides.\r\n\r\nDoing so requires a structured and strong data security program backed by a powerful data security posture management (DSPM) solution. Modern DSPM is the next generation of data security technology, designed for the complexities of the hybrid cloud environments by tapping into the power of artificial intelligence (AI) and machine learning (ML) to continuously discover data and automate classification of sensitive information across known and unknown environments.\r\n<div id=\"necessity\"></div>\r\n<h2 id=\"tab1\" >The necessity of discovering and classifying all sensitive data</h2>\r\nYour sensitive data can’t be fully secure unless you’re able to effectively discover and classify every bit and byte of it, quickly and continually, and at scale, across your entire data footprint. That’s what modern DSPM excels at.\r\n\r\nEssential visibility — what data your enterprise has, how sensitive it is, and where it resides — is the key to security. Gaps in that visibility will stand in the way of a strong security posture.\r\n\r\nAs data is discovered, modern DSPM classifies it automatically and precisely using AI and ML with advanced large language models. Modern DSPM solutions can discover and classify data types that are specific to your organization without any custom tuning.\r\n\r\nWith data discovered and classified, you can then apply the appropriate security controls for keeping that data secure and keeping your organization in compliance with data protection regulations.\r\n<p class=\"article-tips remember\">Modern DSPM excels in both discovery and classification, which is why it’s critical for your data security program’s success.</p>\r\n\r\n<div id=\"challenges\"></div>\r\n<h2 id=\"tab2\" >Challenges of modern DSPM tools</h2>\r\nToday’s data volumes and advanced technologies makes protecting your data a challenge, meaning legacy tools can’t keep up. You’ll find these problems when using a tool that’s not optimized for these challenges:\r\n<ul>\r\n \t<li><strong>Partially classified data:</strong> Legacy tools are designed with out-of-the-box classifiers, set up to only find what it’s looking for. Modern DSPM solutions find what you might not even know you should be looking for, such as unstructured sensitive documents specific to your organization.</li>\r\n \t<li><strong>Discovery</strong><strong> is slow: </strong>Data security requires rapid information, but legacy tools can’t keep up the pace. Scanning can take a long time because legacy tools don’t benefit from the AI and ML scanning techniques that a modern DSPM tool provides.</li>\r\n \t<li><strong>Inaccurate classifications: </strong>Outdated tools tend to rely mainly on regular expressions and other older techniques to classify data. As a result, you need dedicated resources to manually write rules, tune the tools, and make sure classifications are accurate.</li>\r\n \t<li><strong>Difficult to manage: </strong>With legacy tools, lots of agents and dedicated resources are needed to connect to datastores. That requires tons of work, and it is a monumental task to maintain.</li>\r\n</ul>\r\n<div id=\"solutions\"></div>\r\n<h2 id=\"tab3\" >Solutions that DSPM tools provide</h2>\r\nDSPM, on the other hand, is made for modern data security challenges:\r\n<ul>\r\n \t<li><strong>Precision in classification and context: </strong>A modern DSPM solution applies AI and ML not only to detect common patterns, such as personal identifiers and financial data, but also to recognize proprietary, unstructured, or business-specific data with high precision.</li>\r\n \t<li><strong>Scale and speed for today’s data environments</strong>: Precision alone isn’t enough for data that’s fast-moving and dispersed across SaaS, IaaS, and on-prem systems. Speed and scalability are essential. Modern DSPM tools operate agentlessly, scanning datastores quickly without disrupting business operations, providing rapid results, even across vast ecosystems.</li>\r\n \t<li><strong>Actionable insights for remediation:</strong> Detecting risks is only the beginning. A powerful DSPM solution goes beyond visibility, offering actionable insights to address identified risks.</li>\r\n</ul>\r\n<p class=\"article-tips remember\">Modern DSPM is the core that ties everything together and helps ensure the confidentiality, integrity, and availability of your data. You really can’t run a modern data security program without it.</p>\r\nTo learn more about modern DSPM solutions that support your business needs, download <a href=\"https://www.cyera.io/ebooks/modern-dspm-for-dummies\" target=\"_blank\" rel=\"noopener\" data-testid=\"bookSponsorDownloadButton\">Modern DSPM For Dummies, Cyera Special Edition</a>.","description":"In this article you will learn:\r\n<ul>\r\n \t<li><a href=\"#necessity\">The necessity of discovering and classifying all sensitive data</a></li>\r\n \t<li><a href=\"#challenges\">Challenges of modern DSPM tools</a></li>\r\n \t<li><a href=\"#solutions\">Solutions that DSPM tools provide</a></li>\r\n</ul>\r\nData is often shared and copied across multiple locations, making your most valuable business asset a security nightmare. It’s in your organization’s best interests to keep data as secure as possible, away from prying eyes, no matter where it resides.\r\n\r\nDoing so requires a structured and strong data security program backed by a powerful data security posture management (DSPM) solution. Modern DSPM is the next generation of data security technology, designed for the complexities of the hybrid cloud environments by tapping into the power of artificial intelligence (AI) and machine learning (ML) to continuously discover data and automate classification of sensitive information across known and unknown environments.\r\n<div id=\"necessity\"></div>\r\n<h2 id=\"tab1\" >The necessity of discovering and classifying all sensitive data</h2>\r\nYour sensitive data can’t be fully secure unless you’re able to effectively discover and classify every bit and byte of it, quickly and continually, and at scale, across your entire data footprint. That’s what modern DSPM excels at.\r\n\r\nEssential visibility — what data your enterprise has, how sensitive it is, and where it resides — is the key to security. Gaps in that visibility will stand in the way of a strong security posture.\r\n\r\nAs data is discovered, modern DSPM classifies it automatically and precisely using AI and ML with advanced large language models. Modern DSPM solutions can discover and classify data types that are specific to your organization without any custom tuning.\r\n\r\nWith data discovered and classified, you can then apply the appropriate security controls for keeping that data secure and keeping your organization in compliance with data protection regulations.\r\n<p class=\"article-tips remember\">Modern DSPM excels in both discovery and classification, which is why it’s critical for your data security program’s success.</p>\r\n\r\n<div id=\"challenges\"></div>\r\n<h2 id=\"tab2\" >Challenges of modern DSPM tools</h2>\r\nToday’s data volumes and advanced technologies makes protecting your data a challenge, meaning legacy tools can’t keep up. You’ll find these problems when using a tool that’s not optimized for these challenges:\r\n<ul>\r\n \t<li><strong>Partially classified data:</strong> Legacy tools are designed with out-of-the-box classifiers, set up to only find what it’s looking for. Modern DSPM solutions find what you might not even know you should be looking for, such as unstructured sensitive documents specific to your organization.</li>\r\n \t<li><strong>Discovery</strong><strong> is slow: </strong>Data security requires rapid information, but legacy tools can’t keep up the pace. Scanning can take a long time because legacy tools don’t benefit from the AI and ML scanning techniques that a modern DSPM tool provides.</li>\r\n \t<li><strong>Inaccurate classifications: </strong>Outdated tools tend to rely mainly on regular expressions and other older techniques to classify data. As a result, you need dedicated resources to manually write rules, tune the tools, and make sure classifications are accurate.</li>\r\n \t<li><strong>Difficult to manage: </strong>With legacy tools, lots of agents and dedicated resources are needed to connect to datastores. That requires tons of work, and it is a monumental task to maintain.</li>\r\n</ul>\r\n<div id=\"solutions\"></div>\r\n<h2 id=\"tab3\" >Solutions that DSPM tools provide</h2>\r\nDSPM, on the other hand, is made for modern data security challenges:\r\n<ul>\r\n \t<li><strong>Precision in classification and context: </strong>A modern DSPM solution applies AI and ML not only to detect common patterns, such as personal identifiers and financial data, but also to recognize proprietary, unstructured, or business-specific data with high precision.</li>\r\n \t<li><strong>Scale and speed for today’s data environments</strong>: Precision alone isn’t enough for data that’s fast-moving and dispersed across SaaS, IaaS, and on-prem systems. Speed and scalability are essential. Modern DSPM tools operate agentlessly, scanning datastores quickly without disrupting business operations, providing rapid results, even across vast ecosystems.</li>\r\n \t<li><strong>Actionable insights for remediation:</strong> Detecting risks is only the beginning. A powerful DSPM solution goes beyond visibility, offering actionable insights to address identified risks.</li>\r\n</ul>\r\n<p class=\"article-tips remember\">Modern DSPM is the core that ties everything together and helps ensure the confidentiality, integrity, and availability of your data. You really can’t run a modern data security program without it.</p>\r\nTo learn more about modern DSPM solutions that support your business needs, download <a href=\"https://www.cyera.io/ebooks/modern-dspm-for-dummies\" target=\"_blank\" rel=\"noopener\" data-testid=\"bookSponsorDownloadButton\">Modern DSPM For Dummies, Cyera Special Edition</a>.","blurb":"","authors":[],"primaryCategoryTaxonomy":{"categoryId":33537,"title":"Cybersecurity","slug":"cybersecurity","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33537"}},"secondaryCategoryTaxonomy":{"categoryId":34244,"title":"Data Management","slug":"data-management","_links":{"self":"https://dummies-api.dummies.com/v2/categories/34244"}},"tertiaryCategoryTaxonomy":{"categoryId":0,"title":null,"slug":null,"_links":null},"trendingArticles":[{"articleId":192609,"title":"How to Pray the Rosary: A Comprehensive 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Optimize","slug":"sap-application-security-get-clean-stay-clean-and-optimize","categoryList":["technology","cybersecurity"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/302201"}},{"articleId":301649,"title":"Takeaways about Extended Detection and Response (XDR)","slug":"takeaways-about-extended-detection-and-response-xdr","categoryList":["technology","cybersecurity"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/301649"}},{"articleId":301654,"title":"Nine Ways to Protect Against Advanced Email Threats","slug":"nine-ways-to-protect-against-advanced-email-threats","categoryList":["technology","cybersecurity"],"_links":{"self":"https://dummies-api.dummies.com/v2/articles/301654"}},{"articleId":301585,"title":"Risk-Based Cybersecurity with Managed Detection and Response 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data-slot-id=\"article_page_right_ad\" data-refreshed=\"false\" \r\n data-target = \"[{&quot;key&quot;:&quot;cat&quot;,&quot;values&quot;:[&quot;technology&quot;,&quot;cybersecurity&quot;]},{&quot;key&quot;:&quot;isbn&quot;,&quot;values&quot;:[null]}]\" id=\"du-slot-67c642c84e796\"></div></div>"},"articleType":{"articleType":"Articles","articleList":null,"content":null,"videoInfo":{"videoId":null,"name":null,"accountId":null,"playerId":null,"thumbnailUrl":null,"description":null,"uploadDate":null}},"sponsorship":{"sponsorshipPage":true,"backgroundImage":{"src":null,"width":0,"height":0},"brandingLine":"Brought to you by Cyera","brandingLink":"https://www.cyera.io/","brandingLogo":{"src":"https://www.dummies.com/wp-content/uploads/cyera-logo.jpg","width":200,"height":60},"sponsorAd":"","sponsorEbookTitle":"Modern DSPM For Dummies, Cyera Special Edition","sponsorEbookLink":"https://www.cyera.io/ebooks/modern-dspm-for-dummies","sponsorEbookImage":{"src":"https://www.dummies.com/wp-content/uploads/modern-dspm-for-dummies-cyera-special-edition-cover-9781394308200-165x255.jpg","width":165,"height":255}},"primaryLearningPath":"Solve","lifeExpectancy":"One year","lifeExpectancySetFrom":"2025-03-04T00:00:00+00:00","dummiesForKids":"no","sponsoredContent":"no","adInfo":"","adPairKey":[]},"status":"publish","visibility":"public","articleId":302743},{"headers":{"creationTime":"2025-02-20T21:11:45+00:00","modifiedTime":"2025-02-20T21:11:45+00:00","timestamp":"2025-02-21T00:01:07+00:00"},"data":{"breadcrumbs":[{"name":"Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33512"},"slug":"technology","categoryId":33512},{"name":"Information Technology","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33572"},"slug":"information-technology","categoryId":33572},{"name":"AI","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33574"},"slug":"ai","categoryId":33574},{"name":"Generative AI","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33576"},"slug":"general-ai","categoryId":33576}],"title":"The Benefits of a Unified Data Management Approach","strippedTitle":"the benefits of a unified data management approach","slug":"the-benefits-of-a-unified-data-management-approach","canonicalUrl":"","seo":{"metaDescription":"Discover how a unified data management approach enhances AI deployment, ensuring data is well-managed, secure, and ready for effective model training.","noIndex":0,"noFollow":0},"content":"Artificial intelligence (AI) offers a lot of promise to companies, but deploying AI can be complex with many considerations and pitfalls. Data is the necessary asset to make AI work, and your organization is probably swimming in it.\r\n\r\nBut how well-managed is your data? The answer hinges on whether your company will be successful in its AI efforts.\r\n\r\nData management is the behind-the scenes workhorse that makes AI work. A robust management program allows data to be ingested from everywhere it needs to be, cleaned and transformed to enable AI model training, made easily available to users, and meticulously governed to ensure security, privacy, and compliance.\r\n\r\nIn this article, we’ll explore several ways a data management platform can help with your AI efforts.\r\n<p class=\"article-tips tip\">Although these applications may differ, effective data management is always the necessary first step on which these solutions are built.</p>\r\n\r\n<h2 id=\"tab1\" >Proprietary AI</h2>\r\nAs your business scales, the number of receipts, invoices, contracts, and other printed documents scale, too. And when all those documents aren’t digitized, think of the number of hours it will take an employee to catalog it.\r\n\r\nIt’s possible to use AI to automate this process. A proprietary engine scans and processes documents, extracts meaning from them, and outputs the data in a format that’s handy for reports, dashboards, and business intelligence apps.\r\n\r\nSome benefits of using proprietary AI to scan and process documents are:\r\n<ul>\r\n \t<li>It can translate multiple languages. A large language model (LLM) can be trained to make sense of any specific document formats that your company may have.</li>\r\n \t<li>Accurate data helps with decision-making. Data can be extracted from third-party platforms, enrich it, validate it, and output it to dashboards accessible throughout the company.</li>\r\n \t<li>Identify issues with customers earlier. Algorithms aggregate and analyze user data, spotlighting any issues with customers early on to prevent customer churn. Or to spotlight when a loyal customer is ready to grow with your company.</li>\r\n</ul>\r\n<h2 id=\"tab2\" >Retrieval augmented generation</h2>\r\nThings that work well in a controlled environment with a carefully curated data sample don’t always work in a real-world environment. One such situation is with retrieval augmented generation (RAG), the engine that LLMs rely on to give accurate facts. But if RAG is relying on legacy data that wasn’t prepared adequately, your AI solution is going to underperform.\r\n\r\nA data management program makes sure the basic, but vitally important, tasks are covered — data is cleaned, engineered, structured, and complete. Some tasks it can do are:\r\n<ul>\r\n \t<li>Implement meta-intent branching for handling different types of queries.</li>\r\n \t<li>Develop verified quotes and see-it-in-source features for transparency.</li>\r\n \t<li>Monitor and balance token consumption.</li>\r\n \t<li>Improve data quality through semantic data scrubbing.</li>\r\n</ul>\r\n<h2 id=\"tab3\" >Research and development</h2>\r\nTraditional research and development methods can be time consuming and expensive. Applying AI to the process can help reduce the cost and release products to the market faster. Reliable products help retain customers, boost the company’s reputation, and grow profit margin.\r\n\r\nHigh-quality data is needed to make it all work. A data management program can help with the following tasks:\r\n<ul>\r\n \t<li>Automate manual processes. Automating helps to lower errors and inefficiencies, and accelerates quantitative research by navigating unstructured data. Business decisions get made faster.</li>\r\n \t<li>Verify and vet output. One system can generate formulas or prototypes for new products; a secondary one can automatically evaluate, compare, and check them for compatibility and other parameters.</li>\r\n</ul>\r\nEnhance new network implementations and diagnostics. AI can create potential scenarios for the design and deployment of new systems. It can create hypotheses to pinpoint problems and suggest solutions.\r\n<h2 id=\"tab4\" >About the Book</h2>\r\nWiley has recently published <a class=\"bookSponsor-btn\" href=\"https://www.keboola.com/blog/ai-data-management-for-dummies-keboola-special-edition\" target=\"_blank\" rel=\"noopener\" data-testid=\"bookSponsorDownloadButton\">AI Data Management For Dummies, Keboola Special Edition</a>. It includes insights from <a href=\"https://www.snowflake.com/en/\" target=\"_blank\" rel=\"noopener\">Snowflake</a> and <a href=\"https://www.capgemini.com/us-en/\" target=\"_blank\" rel=\"noopener\">Capgemini</a> that will help your organization integrate best practices and advanced technologies into your data strategy, what the future of AI development looks like, and more use cases.\r\n\r\nDownload <a href=\"https://www.keboola.com/blog/ai-data-management-for-dummies-keboola-special-edition\" target=\"_blank\" rel=\"noopener\" data-testid=\"bookSponsorDownloadButton\">AI Data Management For Dummies, Keboola Special Edition</a> by Andy Mott, Dan O’Riordan, and Rithesh Makkena to open the door to AI success.","description":"Artificial intelligence (AI) offers a lot of promise to companies, but deploying AI can be complex with many considerations and pitfalls. Data is the necessary asset to make AI work, and your organization is probably swimming in it.\r\n\r\nBut how well-managed is your data? The answer hinges on whether your company will be successful in its AI efforts.\r\n\r\nData management is the behind-the scenes workhorse that makes AI work. A robust management program allows data to be ingested from everywhere it needs to be, cleaned and transformed to enable AI model training, made easily available to users, and meticulously governed to ensure security, privacy, and compliance.\r\n\r\nIn this article, we’ll explore several ways a data management platform can help with your AI efforts.\r\n<p class=\"article-tips tip\">Although these applications may differ, effective data management is always the necessary first step on which these solutions are built.</p>\r\n\r\n<h2 id=\"tab1\" >Proprietary AI</h2>\r\nAs your business scales, the number of receipts, invoices, contracts, and other printed documents scale, too. And when all those documents aren’t digitized, think of the number of hours it will take an employee to catalog it.\r\n\r\nIt’s possible to use AI to automate this process. A proprietary engine scans and processes documents, extracts meaning from them, and outputs the data in a format that’s handy for reports, dashboards, and business intelligence apps.\r\n\r\nSome benefits of using proprietary AI to scan and process documents are:\r\n<ul>\r\n \t<li>It can translate multiple languages. A large language model (LLM) can be trained to make sense of any specific document formats that your company may have.</li>\r\n \t<li>Accurate data helps with decision-making. Data can be extracted from third-party platforms, enrich it, validate it, and output it to dashboards accessible throughout the company.</li>\r\n \t<li>Identify issues with customers earlier. Algorithms aggregate and analyze user data, spotlighting any issues with customers early on to prevent customer churn. Or to spotlight when a loyal customer is ready to grow with your company.</li>\r\n</ul>\r\n<h2 id=\"tab2\" >Retrieval augmented generation</h2>\r\nThings that work well in a controlled environment with a carefully curated data sample don’t always work in a real-world environment. One such situation is with retrieval augmented generation (RAG), the engine that LLMs rely on to give accurate facts. But if RAG is relying on legacy data that wasn’t prepared adequately, your AI solution is going to underperform.\r\n\r\nA data management program makes sure the basic, but vitally important, tasks are covered — data is cleaned, engineered, structured, and complete. Some tasks it can do are:\r\n<ul>\r\n \t<li>Implement meta-intent branching for handling different types of queries.</li>\r\n \t<li>Develop verified quotes and see-it-in-source features for transparency.</li>\r\n \t<li>Monitor and balance token consumption.</li>\r\n \t<li>Improve data quality through semantic data scrubbing.</li>\r\n</ul>\r\n<h2 id=\"tab3\" >Research and development</h2>\r\nTraditional research and development methods can be time consuming and expensive. Applying AI to the process can help reduce the cost and release products to the market faster. Reliable products help retain customers, boost the company’s reputation, and grow profit margin.\r\n\r\nHigh-quality data is needed to make it all work. A data management program can help with the following tasks:\r\n<ul>\r\n \t<li>Automate manual processes. Automating helps to lower errors and inefficiencies, and accelerates quantitative research by navigating unstructured data. Business decisions get made faster.</li>\r\n \t<li>Verify and vet output. One system can generate formulas or prototypes for new products; a secondary one can automatically evaluate, compare, and check them for compatibility and other parameters.</li>\r\n</ul>\r\nEnhance new network implementations and diagnostics. AI can create potential scenarios for the design and deployment of new systems. It can create hypotheses to pinpoint problems and suggest solutions.\r\n<h2 id=\"tab4\" >About the Book</h2>\r\nWiley has recently published <a class=\"bookSponsor-btn\" href=\"https://www.keboola.com/blog/ai-data-management-for-dummies-keboola-special-edition\" target=\"_blank\" rel=\"noopener\" data-testid=\"bookSponsorDownloadButton\">AI Data Management For Dummies, Keboola Special Edition</a>. It includes insights from <a href=\"https://www.snowflake.com/en/\" target=\"_blank\" rel=\"noopener\">Snowflake</a> and <a href=\"https://www.capgemini.com/us-en/\" target=\"_blank\" rel=\"noopener\">Capgemini</a> that will help your organization integrate best practices and advanced technologies into your data strategy, what the future of AI development looks like, and more use cases.\r\n\r\nDownload <a href=\"https://www.keboola.com/blog/ai-data-management-for-dummies-keboola-special-edition\" target=\"_blank\" rel=\"noopener\" data-testid=\"bookSponsorDownloadButton\">AI Data Management For Dummies, Keboola Special Edition</a> by Andy Mott, Dan O’Riordan, and Rithesh Makkena to open the door to AI success.","blurb":"","authors":[],"primaryCategoryTaxonomy":{"categoryId":33576,"title":"Generative AI","slug":"general-ai","_links":{"self":"https://dummies-api.dummies.com/v2/categories/33576"}},"secondaryCategoryTaxonomy":{"categoryId":34244,"title":"Data 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9,438 results
9,438 results
Excel Excel For Dummies Cheat Sheet

Cheat Sheet / Updated 05-15-2025

Whether you're just starting out with Excel or looking to sharpen your spreadsheet skills, this cheat sheet brings together some of the most practical tips you need for everyday use. It covers everything from quickly closing all your workbooks, to working smarter with templates, doing instant calculations, and even using advanced search with regular expressions. This guide is designed to help you save time, avoid common pitfalls, and discover handy Excel features you might not know exist. Let's make your Excel experience smoother and more enjoyable!

View Cheat Sheet
General Information Technology GIS For Dummies Cheat Sheet

Cheat Sheet / Updated 05-12-2025

A geographic information system (GIS) is a software for making maps, analyzing data, and more. This cheat sheet tells you about what you can do with GIS, provides a handy guide to raster-based functions, gives you some key ideas to keep in mind about maps (relating to scales, projections, and datums), and the X, Y, and Z of GIS.

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Word Microsoft 365 Word for Professionals For Dummies Cheat Sheet

Cheat Sheet / Updated 05-12-2025

Word is one of the most used computer programs on the planet. Helping you to compose text is one of the things that computers do well, but that doesn't make the text-writing chore easier or imply that using Word is simple enough that professionals like you don't need help every now and then. So, enjoy this Cheat Sheet.

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Cybersecurity The Business Benefits of Prioritizing Identity Security

Article / Updated 04-28-2025

Today, applications can run anywhere — on-premises or in the cloud — and users can access them from anywhere, on virtually any device. Modern business trends including remote and hybrid work, distributed and extended workforces (such as contractors, partners, vendors, and other third parties), and the proliferation of cloud-hosted applications have led to the emergence of a new security perimeter: identity. An identity includes attributes such as user (or account) name, password (or passphrase or secret key), roles, access privileges, and historical context. This information identifies an individual or entity (such as a service, device, or application) in an organization’s systems and networks. As attackers increasingly target identities, organizations must stay ahead by implementing a comprehensive identity security program. In this article, we explain how the right approach to identity security can enhance your organization’s security posture, improve the employee experience, and deliver significant business benefits. Rather than developing exploits for system or application vulnerabilities, attackers can simply log in with stolen credentials. According to the 2024 Verizon Business Data Breach Investigations Report (DBIR), 68 percent of breaches are the result of credential theft (that is, the “human element”) from vectors including social engineering techniques (such as phishing, smishing, business email compromise, and pretexting) and brute-force dictionary attacks. A strong security posture is good for business When an organization falls victim to a ransomware attack or a data breach, normal business operations grind to a halt. It’s never “business as usual” when your employees, partners, and customers can’t access your critical applications and data because of a cyberattack. By improving network security and account hygiene, an identity security program can help organizations prevent breaches before they occur and respond quickly when compromised accounts are discovered, thus reducing the impact of any potential breaches. Don’t be the weak link in your supply chain security posture In our modern interconnected world, no business is an island, and the weakest link in your security posture may be one of your supply chain partners. According to research from BlueVoyant, more than four-fifths of organizations (81 percent) were impacted by supply chain attacks in 2024. Of course, supply chain attacks aren’t new — the 2013 Target data breach was the result of a compromised account belonging to a third-party maintenance vendor — but they have become more prevalent. More recently, the Change Healthcare (a subsidiary of UnitedHealth Group) attack in February 2024 cost nearly $9 billion in response efforts and assistance to affected healthcare providers. Every business has a supply chain and is a part of the supply chain itself — whether as an upstream supplier, downstream customer, or both. Third-party risk management has taken on renewed importance and can be a competitive differentiator when selecting new partnerships or renewing existing relationships. Yet many organizations struggle to manage third-party access to their systems and data. A strong identity security program can help an organization better manage guest accounts and monitor third-party activities, reducing the risk of data breaches caused by third-party access. Security is only strong if it is adopted While the login experience isn’t likely to top your employees’ list of factors impacting job satisfaction, it is a routine part of their daily work lives, and a poor experience can quickly cause user frustration. Struggling to remember different passwords, answering numerous multi-factor authentication (MFA) prompts, or calling the help desk to unlock their account — all before they’ve had their first cup of coffee — isn’t a great way to start the workday. Employees can benefit from an identity security program that provides quick and seamless access to their applications and devices, increasing productivity and reducing user frustration. A well-designed identity security program can also increase operational efficiency and decrease resource strain on IT and help desk teams by streamlining identity and access management (IAM) workflows such as account provisioning, permissions management, MFA enrollment, password resets, and reporting. It’s a win-win for everyone. By defining clear objectives and tying them to known business drivers and risks, organizations can ensure a strong identity security program that delivers measurable business value. To learn more about identity security and its business benefits, visit https://duo.com/ and download a free copy of Identity Security For Dummies.

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General Programming & Web Design Why Local Environments Hold Your Developers Back

Article / Updated 04-28-2025

For enterprises whose growth depends on the innovation of their developers and data scientists, success moves at the speed of their development environments. Efficiency, effectiveness, and the ability to build without friction — that’s what sets the pace. The question is simple enough: Do your developers and data scientists work their magic in cloud development environments (CDEs), or is their work bogged down by a legacy development environment? Read on to find out why local development environments and other traditional solutions may be holding back your developers, and how cloud development environments can set them free. How traditional development environments are lacking What are some of the ways the wrong development environment may be making your company’s progress sluggish? Local development environments: This was yesterday’s standard, with all developers managing their own environments on their own machines. All that local control gets in the way of getting ahead. It’s complicated and time-consuming to configure tools and dependencies on each individual environment. You wind up with inconsistencies that slow things down. And don’t even think about scaling this approach. Virtual desktop infrastructures (VDIs): VDIs help to centralize environments, but they’re often not really workable for development. They’re expensive and complicated to maintain. They also tend to suffer from sluggish performance, and that’s no way to keep developers happy. Shadow virtual machines (VMs): Developers may get around these issues with ad hoc VMs, but they end up creating different problems. “Shadow” solutions may be lacking in governance and are often overprovisioned. That makes them potential security risks, not to mention wasteful of resources. How cloud development environments can help A fully managed environment is the answer to the challenges of these more disjointed solutions from yesteryear. The CDE may be hosted in the cloud or via on-premises infrastructure, and it brings together all the necessary tools, libraries, and infrastructure needed for efficient development. It’s a development workspace that can be accessed from anywhere, not tied to a specific location or machine. It’s great for remote work, and because of its centralized infrastructure, it’s a lot more secure than storing code and data on developers’ laptops. Developers and data scientists can easily tap into it for coding applications and training machine learning (ML) models, getting up and running in minutes. Provisioning is automatic, so everything developers need is right there and ready to go. It can all be controlled from a centralized interface by authorized team members, ensuring only the right people can access code and data. And the compute and storage resources are easily scalable. How CDEs make developers more productive Traditional local development environments tend to be frustratingly slow when it comes to onboarding new developers or moving developers to new projects (and developers tend to take on new projects multiple times a year, of course). Provisioning environments can take days or even weeks, thanks to all the complexities of dependencies and the need for approvals. Meanwhile, if developers are off working in their own local environments, that also leads to problems requiring time-consuming troubleshooting. Mismatched environments are the enemy of success. What’s more, resource constraints can be a hangup in local development environments. CDEs, on the other hand, can be preconfigured, so developers just log in and get to work. Platform engineers can make global updates and ensure consistencies across the CDE. Configuration drift is no longer a problem. As for resource constraints, the cloud can fix that with high-performance resources that scale as needed. Developers can set up resource-intensive tasks such as ML model training in the cloud, and use their local laptops to get other work done in the meantime. Why cloud development environments provide better security Local development environments and various noncentralized alternatives can pose security threats, due to a lack of adequate governance and a hard-to-manage attack surface. Working with intellectual property and other sensitive data on developer laptops or unapproved VMs is risky. If developers need to pull sensitive data to their laptops for such things as ML model training, you’re tempting fate, because security problems don’t just hold developers back — they can set back the entire organization. CDEs, on the other hand, can live in a cloud environment or be centralized in on-premises infrastructure. They can be air-gapped if need be. Source code and data can stay in secure cloud or on-premise locations, along with any compute resources needed for dealing with them, so sensitive data never needs to leave the safety of home. Compliance teams aren’t fond of local environments because they’re tricky to monitor. CDEs, on the other hand, offer better monitoring and auditing capabilities, without getting in the way of the developers’ work. How CDEs save both money and time Face it — local development environments can be costly. Local hardware isn’t cheap, especially the high-end hardware needed for resource-intensive processes. But if your enterprise tries to trim those costs, developers are likely to be displeased. The reality is, CDEs not only provide a better developer experience and greater security, they also save money and time. Developers can use most cost-effective machines that are less powerful and longer-lasting, because the heavy lifting is happening in the CDE, not on the local machine. What’s more, CDEs can tap into automation to optimize resource utilization. Auto-start and auto-stop features mean unused environments aren’t sitting there wasting money. Bin-packing multiple developer workspaces onto a single VM can reduce infrastructure costs, too. And once again, helping developers be more efficient — by easing onboarding and transitioning, while banishing sluggish equipment — saves money, too. Time is, after all, money. If you can save hours and days and weeks of wasted developer time, you’ll get a whole lot more out of the money you’re paying them. To learn more about the benefits of CDEs, download your free Cloud Development Environments For Dummies, CoderTechnologies, Inc. Special Edition e-book.

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General Microsoft Microsoft Power Platform For Dummies Cheat Sheet

Cheat Sheet / Updated 04-11-2025

The Microsoft Power Platform is a suite of applications that offers low-code and no-code development tools organizations can use to streamline and automate business processes. Collectively (and when integrated properly), the Power Platform suite of applications works together to support business transformation. Following is a description of the applications contained in the Power Platform, and some details about how each application functions as part of the suite: Dataverse: Starting your journey with each of the Power Platform applications requires one essential element: data. At the heart of the Power Platform is Dataverse, the common data service for storing and structuring relational data. Dataverse serves as the backbone for capturing and retaining user inputs across the platform's apps. Power Apps: The first step in the low-code/no-code journey to business automation is to create a mechanism for data entry. You can begin, for example, by using Power Apps to build an application that collects and manages data. Power Apps is often the primary tool businesses use to design custom applications that are tailored to their needs. Power Pages: Sometimes, you want the data entered with your Power Apps applications to be available for everyone to see, not just a few users. This is when you use Power Pages to design secure, data-driven external websites. The sites you create with Power Pages can display and collect information directly from Dataverse. Power Pages presents this data in a tabular format or as embedded reports and other media objects. Power BI: For data analysis, you use Power BI to transform data collected through custom apps created with Power Apps into interactive reports and insightful dashboards. Power Automate: You can use Power Automate to automate tasks and processes based on the data in Dataverse, which enhances productivity and efficiency across your organization.

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Access Access For Dummies Cheat Sheet

Cheat Sheet / Updated 04-10-2025

Access makes managing data easy, enabling you to set up a database quickly, enter records into that database, and then use the data however you like. With Access, you can organize data into tables, design forms for editing and reports for presenting, and create queries for finding information!

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General Social Media Bluesky For Dummies Cheat Sheet

Cheat Sheet / Updated 04-08-2025

Some readers like to thumb through a book and flag pages that they think are important. If that’s not you, we have you covered with this handy-dandy cheat sheet! This sheet contains all the important stuff you need to know about posting on Bluesky: rules for posting text, images, and videos and Bluesky’s community guidelines so your posts contribute to a healthy community.

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Cybersecurity Modern DSPM and the Importance of Discovering and Classifying Sensitive Data

Article / Updated 03-03-2025

In this article you will learn: The necessity of discovering and classifying all sensitive data Challenges of modern DSPM tools Solutions that DSPM tools provide Data is often shared and copied across multiple locations, making your most valuable business asset a security nightmare. It’s in your organization’s best interests to keep data as secure as possible, away from prying eyes, no matter where it resides. Doing so requires a structured and strong data security program backed by a powerful data security posture management (DSPM) solution. Modern DSPM is the next generation of data security technology, designed for the complexities of the hybrid cloud environments by tapping into the power of artificial intelligence (AI) and machine learning (ML) to continuously discover data and automate classification of sensitive information across known and unknown environments. The necessity of discovering and classifying all sensitive data Your sensitive data can’t be fully secure unless you’re able to effectively discover and classify every bit and byte of it, quickly and continually, and at scale, across your entire data footprint. That’s what modern DSPM excels at. Essential visibility — what data your enterprise has, how sensitive it is, and where it resides — is the key to security. Gaps in that visibility will stand in the way of a strong security posture. As data is discovered, modern DSPM classifies it automatically and precisely using AI and ML with advanced large language models. Modern DSPM solutions can discover and classify data types that are specific to your organization without any custom tuning. With data discovered and classified, you can then apply the appropriate security controls for keeping that data secure and keeping your organization in compliance with data protection regulations. Modern DSPM excels in both discovery and classification, which is why it’s critical for your data security program’s success. Challenges of modern DSPM tools Today’s data volumes and advanced technologies makes protecting your data a challenge, meaning legacy tools can’t keep up. You’ll find these problems when using a tool that’s not optimized for these challenges: Partially classified data: Legacy tools are designed with out-of-the-box classifiers, set up to only find what it’s looking for. Modern DSPM solutions find what you might not even know you should be looking for, such as unstructured sensitive documents specific to your organization. Discovery is slow: Data security requires rapid information, but legacy tools can’t keep up the pace. Scanning can take a long time because legacy tools don’t benefit from the AI and ML scanning techniques that a modern DSPM tool provides. Inaccurate classifications: Outdated tools tend to rely mainly on regular expressions and other older techniques to classify data. As a result, you need dedicated resources to manually write rules, tune the tools, and make sure classifications are accurate. Difficult to manage: With legacy tools, lots of agents and dedicated resources are needed to connect to datastores. That requires tons of work, and it is a monumental task to maintain. Solutions that DSPM tools provide DSPM, on the other hand, is made for modern data security challenges: Precision in classification and context: A modern DSPM solution applies AI and ML not only to detect common patterns, such as personal identifiers and financial data, but also to recognize proprietary, unstructured, or business-specific data with high precision. Scale and speed for today’s data environments: Precision alone isn’t enough for data that’s fast-moving and dispersed across SaaS, IaaS, and on-prem systems. Speed and scalability are essential. Modern DSPM tools operate agentlessly, scanning datastores quickly without disrupting business operations, providing rapid results, even across vast ecosystems. Actionable insights for remediation: Detecting risks is only the beginning. A powerful DSPM solution goes beyond visibility, offering actionable insights to address identified risks. Modern DSPM is the core that ties everything together and helps ensure the confidentiality, integrity, and availability of your data. You really can’t run a modern data security program without it. To learn more about modern DSPM solutions that support your business needs, download Modern DSPM For Dummies, Cyera Special Edition.

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Generative AI The Benefits of a Unified Data Management Approach

Article / Updated 02-20-2025

Artificial intelligence (AI) offers a lot of promise to companies, but deploying AI can be complex with many considerations and pitfalls. Data is the necessary asset to make AI work, and your organization is probably swimming in it. But how well-managed is your data? The answer hinges on whether your company will be successful in its AI efforts. Data management is the behind-the scenes workhorse that makes AI work. A robust management program allows data to be ingested from everywhere it needs to be, cleaned and transformed to enable AI model training, made easily available to users, and meticulously governed to ensure security, privacy, and compliance. In this article, we’ll explore several ways a data management platform can help with your AI efforts. Although these applications may differ, effective data management is always the necessary first step on which these solutions are built. Proprietary AI As your business scales, the number of receipts, invoices, contracts, and other printed documents scale, too. And when all those documents aren’t digitized, think of the number of hours it will take an employee to catalog it. It’s possible to use AI to automate this process. A proprietary engine scans and processes documents, extracts meaning from them, and outputs the data in a format that’s handy for reports, dashboards, and business intelligence apps. Some benefits of using proprietary AI to scan and process documents are: It can translate multiple languages. A large language model (LLM) can be trained to make sense of any specific document formats that your company may have. Accurate data helps with decision-making. Data can be extracted from third-party platforms, enrich it, validate it, and output it to dashboards accessible throughout the company. Identify issues with customers earlier. Algorithms aggregate and analyze user data, spotlighting any issues with customers early on to prevent customer churn. Or to spotlight when a loyal customer is ready to grow with your company. Retrieval augmented generation Things that work well in a controlled environment with a carefully curated data sample don’t always work in a real-world environment. One such situation is with retrieval augmented generation (RAG), the engine that LLMs rely on to give accurate facts. But if RAG is relying on legacy data that wasn’t prepared adequately, your AI solution is going to underperform. A data management program makes sure the basic, but vitally important, tasks are covered — data is cleaned, engineered, structured, and complete. Some tasks it can do are: Implement meta-intent branching for handling different types of queries. Develop verified quotes and see-it-in-source features for transparency. Monitor and balance token consumption. Improve data quality through semantic data scrubbing. Research and development Traditional research and development methods can be time consuming and expensive. Applying AI to the process can help reduce the cost and release products to the market faster. Reliable products help retain customers, boost the company’s reputation, and grow profit margin. High-quality data is needed to make it all work. A data management program can help with the following tasks: Automate manual processes. Automating helps to lower errors and inefficiencies, and accelerates quantitative research by navigating unstructured data. Business decisions get made faster. Verify and vet output. One system can generate formulas or prototypes for new products; a secondary one can automatically evaluate, compare, and check them for compatibility and other parameters. Enhance new network implementations and diagnostics. AI can create potential scenarios for the design and deployment of new systems. It can create hypotheses to pinpoint problems and suggest solutions. About the Book Wiley has recently published AI Data Management For Dummies, Keboola Special Edition. It includes insights from Snowflake and Capgemini that will help your organization integrate best practices and advanced technologies into your data strategy, what the future of AI development looks like, and more use cases. Download AI Data Management For Dummies, Keboola Special Edition by Andy Mott, Dan O’Riordan, and Rithesh Makkena to open the door to AI success.

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