english assignment heading design

• Incorporating Headings & Subheadings

by acburton | May 18, 2024 | Resources for Students , Writing Resources

Think about the last time you read a really long academic article or publication for a class. When the text just seemed to drone on and on to no end, think back – weren’t you really grateful for those headings (and sometimes subheadings) that broke up the longer text, switched or elaborated on a topic, stimulated your eyesight, and gave your noggin a much needed break? I bet you were! Headings and subheadings enable longer texts and differing topics and subtopics to be clearly differentiated for your reader, yet linked in a way that can be clearly understood and appreciated. Let’s go through a few other benefits to using headings and subheadings in your writing!

Incorporating headings and subheadings into your longer pieces of writing;

• Enhances the readability of your work by organizing the content in your essay and guiding your reader.
• Delineates subsections of a topic and provides an avenue to expanding on more complex ideas within a main idea.
• Demonstrates your understanding of a particular citation style.

While headings and subheadings don’t replace the use of effective transitions , they can be used in tandem to further organize your paper, guiding your reader through your topic of choice. To use headings and subheadings appropriately, you’ll want to keep in mind three very important considerations:

• the hierarchy of a heading versus a subheading (and everything that may come after)
• the format (i.e., which citation style you are aiming to follow, and
• accessibility, to be sure that your paper is intelligible to all readers.

The Hierarchy

Headings and subheadings are represented in the form of a hierarchy, or a ranking that clearly characterizes your main topic from your subtopic or issue. The prefix “sub” in “subheading” means under or beneath so your subheading (or subissue) will always be placed underneath your heading. Use a heading whenever you are switching subjects and want to outline the main idea of a section and use subheadings to delineate the varying subsections underneath the main idea. Think of it like a pyramid structure, not in shape, but with your heading on the very top, subheading just beneath, and so on and so forth, going “deeper” into your research until you begin a new section.

Citation styles, including APA format, utilize a system of “Levels” to distinguish the format of headings and subheadings as they move throughout your essay. The number of headings to use in a paper depends on the length and complexity of the work (APAStyle).

In APA format, headings and subheadings are delineated into five possible levels:  Level 1 is the highest or main level of heading, Level 2 is a subheading of Level 1, Level 3 is a subheading of Level 2, and so on through Levels 4 and 5 (APAStyle). Most students utilize Levels 1-3 for their work. If only one heading is needed for your assignment, use Level 1. If two levels are needed, use Levels 1 and 2 (and so on.) (APAStyle). The first image below provides a visualization of the APA heading format; the second image is an example of APA headings in a research paper from the field of education (APAStyle).

MLA in contrast emphasizes consistency over a specific style. Purdue Owl offers two examples of how to structure your essay using section headings and subheadings, although it is important to remember that while these can be used as a reference, they are by no means the rule . Remember, the goal is consistency throughout your paper.

Note: Although MLA does not have specific style for headings within your paper, there is a general format used for the first page of your paper. See Purdue Owl for more information.

Below, you can see two examples of acceptable headings for a paper that requires MLA formatting. The first follows a system of Levels, like what is used for APA format. The second example uses a format that numbers different sections and subsections. According to this example, Erosion and Terracing are examples of Soil Conservation, while Water Conservation and Energy Conservation require their own, main headings.

Accessibility

While the use of headings and subheadings work to enhance the readability of your work, without keeping accessibility in mind, your headings and subheadings can seem thorough and conducive to you, while being inaccessible and confusing to someone else. Check out these accessibility guidelines suggested by West Virginia University;

• Make sure your headings and subheadings always follow a consecutive hierarchy.
• Particularly when following APA format, do not skip a header for stylistic reasons.
• While using bold or italics may be unavoidable, do not use all caps. Doing so may cause some assistive technology to substitute full words for individual letters.
• Avoid using abbreviations.
• Aim to avoid language that can be confusing to non-native speakers of English (e.g., puns, a play on words).

Note: Visit the Writing Center for additional help on how to format with accessibility in mind!

Streefkerk, Raimo. “APA Headings and Subheadings | With Sample Paper.” Scribber, https://www.scribbr.com/apa-style/apa-headings/ . Accessed 18 May 2024.

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Effective headings

This resource will introduce the use of headings in academic writing, including how to use headings correctly and what value they add to your writing.

What are headings?

Headings are signposts that help you structure longer pieces of writing and allow the reader easily navigate their way around a document. The type of headings used will depend on the format of your writing: for example, a case study will have different headings to a report. Make sure that:

• the heading system is clear and logical
• the sub-headings all have the same font style at that particular level
• the wording of the headings and sub-headings is alike.

It is best to take a couple of minutes to work out a plan for your headings before you start.

Components of an effective heading

Graded levels.

It is common for headings to be graded at levels to communicate a logical structure. Usually it is advisable to use a maximum of three levels, depending on the length of the document. Don’t forget that the aim of using headings is to make it easy for the reader to easily find their way around a written document – using too many headings and levels can create confusion.

Levels are created with the use of font type, font size, position, capital letters, boldface and underlining. You can follow a given pattern or make up your own system so long as it is consistent.

Level 1: CAPITALS , bold, 14pt, centered, space below Level 2: Lowercase , bold, 12pt, left justified, space below Level 3: Lowercase , italics, 12pt, left justified, no space below

The headings used in this resource are a good example of levelling without the use of numbers; however, in longer documents such as reports or theses, numbering is extremely important to assist the reader in keeping track of what section of the document they are reading.

Information distributed into logical sections

Headings should be used to identify a section; they are not to be used for each paragraph. Your analysis of the question will be key to working out your sections and headings.

Question: what are the competitive drivers involved in a differentiation strategy?

1. COMPETITIVE DRIVERS 1.1 Differentiation strategy and current operations Definition of a differentiation strategy Describe the difference of the theory in the previous heading to what is happening in your industry/business 1.2. New strategies Provide the marker with what your group deems a profitable strategy 1.3. Justification Provide reasons for this new strategy and offer evidence of your decision

Linked with the text

You should try to introduce the topic of your heading in the first paragraph following your heading. This will announce to the reader what will be coming up in that section. Remember that a heading does not speak for itself: the text following a heading should always restate and reinforce the main idea of that section, as in the example below.

• Reward and recognition of teaching The reward and recognition of teaching has been a national focus in Australian higher education since…

Headings are usually single words or short phrases without a full stop. The wording, style and punctuation need to be consistent when designing a heading system, especially the use of capital letters. This can be achieved by following these three rules:

• ensure all headings are brief
• ensure the wording of the heading is specific to the text that follows
• follow a parallel structure (editex 2016)

To follow a parallel structure, you need to follow a grammatically consistent pattern for each heading level throughout the document.

With capitalization, you have a choice of maximal or minimal capitalization.

• With maximal capitalization, all words except articles, prepositions and conjunctions are capitalised. Eg. Rivalry among Existing Firms
• With minimal capitalization, only the first word of the title and any proper nouns are capitalised. Eg. Rivalry among existing firms

When using headings do not:

• use too many headings
• change the style of headings within a document
• number the headings unless asked, e.g. numbering is likely to be needed in a long report but not a short document
• leave a heading at the bottom of the page by itself
• stack headings (no text between them)
• write headings more than one line long
• use definite articles to begin headings (e.g. ‘A Function of Business X’ should be ‘Function of Business X’)

Further resources

Editex 2016, ‘ What are headings and why are they important? ’, webpage, Edittex , viewed 19 October 2016, .

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Formatting your assignments

Illustrated step-by-step guides to help you understand the formatting and presentation expectations of university assignments.

Introduction 

Although formatting your essay, report or dissertation can feel like a lesser priority than the process of research and writing itself, it is an important way to ensure your ideas are given the spotlight through visually accessible, professional presentation. Formatting can be a minefield, especially when you’re formatting at the last minute; it’s important to leave a few days at the end of your essay writing process for working on your formatting, and to spend some time familiarising yourself with the different aspects of formatting.

301 Recommends:

Our Essay Structure and Planning workshop will outline how to analyse your essay question, discuss approaches logically structure all your ideas, help you make your introductions and conclusions more effective, and teach how to link your ideas and ensure all essay content flows logically from the introduction.

Below, you will find some general introductions to the key areas. 

Action: know the rules 

Because formatting rules can vary greatly depending on your department or assignment, it’s crucial to check the formatting specifications in your assignment description/rubric, and any general departmental presentation standards, as a first port of call. Many referencing systems also have specific rules about how to format your work, so make sure to familiarise yourself with the university library’s referencing guides . Many referencing systems also have more detailed style guides available via their websites.

Formatting key information  

Assignment cover sheets .

In some departments, you may be expected to include a cover sheet on the front page of your assignment. This is a page including key information about your assignment, such as your module number, student registration number, essay title, and submission date.

You may be asked to submit a plagiarism declaration and to make your markers aware of any disabilities through the yellow sticker system . If you are asked to include a cover sheet in your assignment, your department should make you aware of where you can access this.

Assignment titles

Place your assignment title at the top of your first page, either centre or left aligned, in bold font. At university, you may be assigned a pre-designed essay title/question, or asked to select from several possible titles. You may also be asked to design your own essay title. Here are some top tips on designing your own title:

• To bring focus to your essay, draft a working title at the essay planning stage. You can come back and review this title in light of your finished essay draft.
• Make sure to use action words in your essay title that reflect the skills your assessors are looking for, both in the assignment description and the marking criteria you have been given. For example, if heavy emphasis is placed on critical analysis, you could use a title like ‘Analyse the effect of…’ See this glossary of essay terms , containing examples that you can use in your own titles. 
• The action words you choose can also help you to reflect the structure of the essay in your question. For example, an essay using the action word ‘Discuss’ might use a for/against/conclusion or advantages/disadvantages/conclusion structure, or an essay using the term ‘Analyse’ might break an issue down into parts, e.g. into key themes, to understand its meaning as a whole. Think about the type of essay you want to write: do you want it to be comparative, look at several topics equally, or do you have a clear argument that you want to put forward? You can then create a question that gives you the opportunity to approach the topic from your own perspective.
• Make sure to include the main terminology you are working with in your assignment title.
• Make sure your question has a realistic scope, without being so broad that you cannot answer it within the limitations of your essay. To limit your question, you could include any limiting factors you are working with, such as specific time periods, geographical regions or sub-themes within the overall topic area. For example, in the title ‘Evaluate the proposition that a global monoculture will destroy diversity and difference’, the broad topic of global monoculture is limited down through a specific sub-focus on diversity and difference.

Stating word counts 

Depending on the instructions you have been given, you may be asked to state your word count, either on your cover sheet or at the beginning of your essay. If you are asked to include this information, make sure your word count accurately reflects the assessment guidance: for example, are references included in your word count?

Visual clarity  

Line spacing .

Most assignment descriptions specify that you should increase the space between each line on the page, from the standard 1.0 spacing to either 1.5 or 2.0 spacing. You are asked to do this to make the essay more visually accessible and easier to read, by breaking up the number of lines on each page. 

Download this step-by-step illustrated guide to line spacing in Microsoft Word and Google Docs.

Fonts 

All non-examination based assignments should be word processed rather than handwritten. Most assignment descriptions will specify that for visual clarity, and to ensure a professional appearance, you should use a plain, sans-serif font such as Arial. For readability, this should be in 11 or 12 point size. Check your departmental or assignment guidance for any specific rules about font choices. 

Page numbering, headers and footers  

Including page numbers in your assignments makes them more accessible. Depending on the departmental guidance you have been given, you may be asked to include these in either the header or the footer of your essay (the blank space above and below where the text would go on a normal page in a word processor). It may also be helpful to include your registration number and the module code of the essay in the same header or footers that specify the page number. 

Download this step-by-step illustrated guide to adding page numbers and using headers and footers in Microsoft Word and Google Docs. 

Page layout   

Margins .

A margin is the amount of blank space on either side of a paragraph in a normal word processor. Traditionally, assignment descriptions specified that the margins should be made wider at the binding edge (the left hand side) of the page, to allow for easier reading of printed essays. However, with the shift to online essays, you might not be asked to do this any more and the default settings on your word processor are likely to be sufficiently wide.

For printed dissertations and theses, you may receive specific guidance about the suitable layout of margins, as these are more likely to be printed: see this university guide on formatting PhD theses . 

Download this step-by-step illustrated guide to adjusting margins in Microsoft Word and Google Docs.

Paragraph alignment 

Most formatting instructions specify that paragraphs should be lined up in a straight line (aligned) on the left hand edge, but left jagged on the right hand edge (like this page). This is called left alignment, or flush-left style, and should be the default alignment setting for your word processor. This style can be helpful for visual accessibility, but check any specific instructions you have been given by your department to see which style of alignment you have been asked to use. 

Download this step-by-step illustrated guide to adjusting paragraph alignment in Microsoft Word and Google Docs.  

Paragraph indentation

You may be asked to add indents to your paragraphs: an indent is an additional small gap between the margin and the beginning of a paragraph (it makes a ‘dent’ in the first line of your paragraph). Indents are used to provide extra clarification that the reader is starting a new paragraph after finishing the last one: therefore, they should not be used in the first paragraph of your essay. Indents are not always required, and whether you are expected to use them may depend on your referencing style , and any formatting instructions you have been given by your department.

Download this step-by-step illustrated guide to indenting paragraphs in Microsoft Word and Google Docs.

Formatting referenced material 

Footnotes and endnotes .

Some referencing systems require you to use footnotes or endnotes to format your references (make sure to check the library’s referencing guide to familiarise yourself with the expected format of your referencing style). Inserting a footnote into your word document when you have cited from a source adds a superscript number (a number formatted in a smaller font) to the sentence. It creates a note with a matching number at the bottom of the page you are working on (in the footer), which you can add the reference information to.

Endnotes work in the same way, but instead of appearing at the bottom of the page, the reference list appears at the end of the document.

Download this step-by-step illustrated guide to manually inserting footnotes and endnotes in Microsoft Word and Google Docs.  

References and bibliographies  

Instead of, or alongside footnotes/endnotes, some referencing systems ask you to include a bibliography and/or a reference list at the end of the essay (make sure to check the library’s referencing guide to familiarise yourself with the expected format of your referencing style). A reference list is a list of all the sources you have directly referred to in the essay, which could be ordered numerically or alphabetically, depending on your referencing style.

A bibliography could be used alongside, or instead of, a reference list, depending on your referencing style; here, you list all the sources you have consulted that have influenced your ideas, whether they are included in the essay or not. The way this is ordered also depends on your referencing style. 

If you auto-generate your citations in Microsoft Word or Google Docs, you can auto-generate your bibliography instead of creating it manually: instructions for doing so are in the resource below. If you use a different reference manager, such as Mendeley, Zotero, or Endnote, these have their own specific instructions for auto-generating bibliographies. See the reference management resources offered by the university. 

Download this step-by-step illustrated guide to manually or automatically formatting a bibliography or reference list in Microsoft Word and Google Docs.

Block quotations  

When you need to include a quotation in your essay that is three or more lines long, you can add this as a block quotation. A block quotation appears on a separate line to the other parts of the paragraph, and is indented (i.e. there is a wider gap between a block quotation and the left-hand margin than there is between the rest of the paragraph and the left-hand margin). Block quotations aren’t placed in quotation marks, so the indentation is used to indicate that you are using a quotation.

Check your referencing guide and any departmental guidance to learn more about the specific rules on formatting block quotations in your department. Because they take up large chunks of your word count, and break up the flow of your texts, make sure to use block quotations sparingly: they are especially helpful when you are going to perform close analysis of a large section of text. For more information on different types of quotation and how to use them, see our workshop on paraphrasing and using academic sources.

Download this step-by-step illustrated guide to formatting block quotations in Microsoft Word and Google Docs.

Advanced formatting 

Headings and contents tables .

Most standard short essays do not include headings, other than the essay title and reference list and/or bibliography. Section headings may be required for some longer or more structured types of academic writing, such as reports; reports often follow a very closely prescribed structure, so it is essential to pay very careful attention to the specific guidelines issued with your brief. Make sure that any system you use for numbering your headings and subheadings is consistently applied throughout the document.

Depending on the advice you have been given, and the length and complexity of a lab report, you may also be required to include a table of contents to help the reader navigate between headings. Contents tables are generally standard practice in longer assignments such as dissertations and theses. Make sure to check any departmental guidance you have been given about formatting reports.

Download this step-by-step illustrated guide to formatting headings and contents tables in Microsoft Word and Google Docs.

301 Recommends: Scientific Writing and Lab Reports Workshop

This workshop  will help you to familiarise yourself with some of the specific expectations associated with this assignment format.

Figures and tables 

Some kinds of essays, dissertations and reports will require you to make use of figures (pictures, diagrams, and graphs) and tables (any data in a table format). Figures and tables are normally numbered in sequence, e.g. ‘Table 1’, ‘Figure 4’, and are directly referred to in the text according to their number, rather than according to their location on the page (e.g. ‘as shown in Table 2’ rather than ‘as shown below’). 

If your text is of dissertation or thesis length, or if your text has several figures, it may also be helpful to include a list of figures immediately after the table of contents. Some referencing guides have specific rules about presenting and referencing tables and figures, so make sure to familiarise yourself with these and carefully read any specific instructions about figures and tables in your assignment brief. 

Download this step-by-step illustrated guide to inserting figures and tables and creating lists of figures/tables in Microsoft Word and Google Docs.

Top tips for formatting tables and figures:

• Make sure that any tables or figures you use are placed below the paragraph where you refer to them, and that you have directly referred to all figures and tables in the text of the essay.
• The caption for a table usually acts as its title, so this is placed above the table in the document. The caption for a figure is usually placed underneath the figure. Do not include unnecessary additional titles in the graph image itself, if the title is already included in your image caption. 
• Make sure to label your captions consistently, choosing between ‘Fig.’ or ‘Figure’ and consistently using either a full stop or a colon after the label (i.e. ‘Figure 1:’ or ‘Fig. 1.’) 
• Your caption should clearly and succinctly explain what the figure or table is. If the figure is taken from an external source, you must provide a reference that accurately reflects its copyright status (see these university library guides to inserting and attributing images and figures in university work). 
• Make sure to include legends in any charts you use (a key that helps to explain the data in the chart). Any data series you use should be clearly distinguishable from each other (e.g. avoid printing a report with coloured graphs in black and white!) If you are only using one series of data, a legend is not always necessary. 
• Make sure tables are clear and easy to read, using sans serif fonts, a readable font size, and avoiding unnecessary use of colour. 
• Make sure graphs are clear and easy to read, with clearly and appropriately labelled axes. Be wary of 3D effects that may obscure the clarity of a graph.
• Make sure to avoid presenting the same information in a graph and a table.
• Images and figures in printed essays, such as dissertations and theses, should be large enough for the text and numbers to be legible on the printed copy. Make sure they do not extend beyond the print margins of the document. 

301 Recommends: Displaying Data in Graphs and Tables Workshop

This workshop will provide more technical advice on using graphs and tables in your work. See also this Engineering department guidance on formatting graphs and tables in Engineering lab reports.

Appendices 

Appendices commonly appear in dissertations, theses, and lab reports. An appendix provides supporting information that gives the reader a better understanding of the essay, but that might be too long, detailed or awkward to insert into the main body of the essay without breaking up its flow. Interview questions or transcripts, sample questionnaires, raw data, figures, photographs, large/complex datasets, and diagrams are all examples of information that could be included in an appendix, if it is relevant to do so.

The reader should be able to understand the essay without reference to this supporting information, as all the most important and relevant information needed to answer the question should be included in the body (i.e., the appendix should not be used to make room for content that doesn’t fit within your word count). Your appendices must be clearly signposted and explained in the body of your report, highlighting any information that is essential for your reader to understand. Do not include any appendices that are not referenced in the text itself.

The appendices should be placed in numerical or alphabetical order, and signposted according to this specific system (e.g. ‘Appendix B indicates that…’) They should be clearly labelled, using headings that match up to the in-text reference. Appendices usually appear at the very end of the assignment, after your references/bibliography. Make sure to list any appendices used in your table of contents; if you have been instructed to do so by your department or within your referencing system, you could include a list of appendices separate to your contents list. 

The specific format of the appendix heading, and the reference made to the appendix in the text, depends on your referencing style , so make sure to carefully review this information before you design your appendices.

Download this step-by-step illustrated guide to inserting appendices and creating lists of appendices in Microsoft Word and Google Docs.

Tips and resources

• Use this 301 proofreading checklist to check over your work when you are finished.
• Use the University Library referencing guide for advice about referencing and formatting that is specific to your referencing style. If you need extra clarification about formatting rules, it is often possible to download an extended style guide from the official website for a specific referencing system. 
• For further training on referencing, using reference generators, and using images in your work, see the University Library workshop programme .

Related information

Academic Writing

Proofreading

Essay structure and planning

Scientific writing and lab reports

Creating accessible Word documents

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Headings – Definition, 3 Formats & A Guide For Word

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Headings immediately provide structure and help the reader to find their way around your academic writing . They start a paragraph, chapter, or page and tell you what the following content is about. Learn how to write headings, how long they should be, the difference between headings and titles, what descriptive headings are, and more. With this article, you will learn how to write an effective heading that will get the reader’s attention and encourage them to continue reading.

Inhaltsverzeichnis

• 1 Headings in a nutshell
• 2 Definition: Headings
• 3 Headings vs. titles
• 4 Different style guides
• 5 What to pay attention to
• 6 Add a heading in Word
• 7 Technical terms in headings

Headings in a nutshell

Headings are labels used in written content to organize and make it easier to read. They are like signs on a road, telling you what’s ahead or how to find something. In books, articles, or websites, they help break down the text into sections, each focusing on a different topic or idea. They typically come in different sizes, with the most important heading (the main title ) being the biggest, and subheadings getting smaller as they detail more specific points. This structure helps readers quickly find the information they’re interested in and understand the overall flow of the content.

Definition: Headings

When writing academic essays or research papers , you should maintain a logical flow of ideas throughout the work. This is when headings as textual markers come into play. They can be found in documents, web pages, and other written materials that indicate the hierarchy, structure, and organization of content. They organize text into sections and subsections, making it easier for readers to navigate information. Furthermore, they demonstrate the relative importance of different sections through varying levels, such as “Heading 1” for main titles, followed by smaller subtitles for detailed breakdowns. They enhance accessibility, allowing users, especially those with disabilities, to understand the structure of the content more easily. In web content, headings also play a crucial role in search engine optimization (SEO) by helping search engines understand and rank the page content, making it more discoverable to users. Essentially, they are about structuring content to improve readability , navigability, and comprehension.

Special headings

Special headings are specific types that serve unique purposes within a document or publication. These are typically used in academic papers, research articles, reports, or other formal documents to organize and present information in a structured manner. Here are some of the common ones:

• Paper title

Headings vs. titles

Headings and titles play a crucial role in writing academic works in university, school, and even work. However, these two terms serve different purposes. Read on to find out what sets them apart.

Different style guides

There are various style guides used by universities worldwide. However, each of them has its guidelines on formatting, etc. Below, we provide a brief overview of the three most important style guides and their specifications for formatting headlines.

Note: It is important to know in advance that headline-style capitalization refers to a formatting style in which the first and last words are capitalized.

Chicago Style

For the APA style , the following rules apply:

• Level 1: Centered, boldface, title case
• Level 2: Flush left, boldface, title case
• Level 3: Flush left, boldface, italicized, title case

For the MLA style, the following rules apply:

• Level 1: Flush left, boldface, title case
• Level 2: Flush left, title case
• Level 3: Flush left, italicized, title case

For the Chicago Style , the following rules apply:

• Level 1: Centered, boldface or italicized, headline-style capitalization
• Level 2: Centered, regular type, headline-style capitalization
• Level 3: Flush left, boldface or italicized, headline-style capitalization

What to pay attention to

There are certain aspects, when creating a proper heading, you should pay attention to. Below, we’ll explain this and afterward you’re a pro when crafting your paper.

Be descriptive

No repetition.

For your academic essays, you should incorporate some descriptive headings to provide the reader with clear information for easy understanding. When used effectively, the lecturer, or reader will peruse your document and know what it’s about simply by reading the headlines.

Some tips on how to be as descriptive as possible are:

• Be specific by focusing on the section
• Use key terms for more searchability and comprehension
• Avoid ambiguity to prevent confusion
• Wrong: “Products”
• Correct: “Latest Smartphone Models Released in 2024”

The first one is too vague and does not provide specific information about the section’s content. In contrast, the second one clearly describes the information and sets appropriate expectations for the reader.

Chapters cannot have the same content; therefore, the headings can’t be the same, too. Knowing how to write a headline that is as descriptive as possible will help arrange your ideas and give the reader an easy time. Having the same title twice can dilute your work and immensely affect your grading.

Essential tips on how to write a headline without repetition are:

• Varying the lengths
• Using transition words
• Using the thesaurus to get synonyms
• Wrong: Multiple sections titled “Features”
• Correct: “Camera Features” and “Battery Life Features”

In the first example, it is unclear which features are being discussed in each section. The second examples are unique and refer to different paper sections, which helps in differentiating the content and improves the overall clarity.

Add a heading in Word

Firstly, you open up the document in Microsoft Word you’d like to create headlines for. Right at the beginning, you will see the Home tab, where you can also set the font and size. Right in the middle, you will find a fold-out column titles Styles that allows you to format your text into any headline you like (refer to the picture below). If you click on the arrow , you’ll see there are more types of heading , if there isn’t one you like.

That’s how easily you format a headline in a Word document.

Note: You can change the format by simply hovering over the style while marking the text. You do not have to click on the heading style to find out how it’ll look.

If you want to take it one step further, you can even create your own heading style when folding out the Styles tab. You have two choices here. One involves changing an existing headline, whereas the other option involves creating an entirely new one.

• Click on “Create a Style” and then “Modify” to create a new style
• Right-click on an already existing style and customize it by selecting “Modify”

See the images below for a visual representation.

Technical terms in headings

Technical and jargon terms used in headlines of documents may not be understandable to every reader except those familiar with the languages. An example is site language, most commonly found in search engine optimization (SEO).

Different heading levels are used to communicate the site structure to Google. There are different heading ranks and they are referred to as follows:

• H1 = Most important; typically used for the main title of a page/article
• H2 = Section titles; used as content headings
• H3 = Subsection titles; divides the content within a paragraph
• H4 to H6 = Least important; additional, optional levels for structuring

What is a heading?

A heading is a title or label used in written content to organize and indicate the structure of the information. It helps readers navigate through the text and understand its main topics and subtopics.

What is an exemplary heading?

Here’s an example when writing about time management techniques and strategies aimed at enhancing productivity and efficiency in various aspects of life, such as work, school, or personal activities.

• “Effective Strategies for Improving Time Management Skills”

What is the difference between a heading and title?

• A title stands for the whole reading and incorporates its content in a phrase or two.
• A heading only crowns and captures the content of a section or chapter.

Why are headings important in writing?

They convey an overview of what the entire paper is about. The reader is supposed to find out what the entire document is about by going through the headings assigned.

How long should headings be?

A rule of thumb is to never go past one line because it’ll be too long. A good, understandable headline for your sections or paragraphs should intrigue the reader to read more and not be too long to bore them.

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• Designing Essay Assignments

by Gordon Harvey

Students often do their best and hardest thinking, and feel the greatest sense of mastery and growth, in their writing. Courses and assignments should be planned with this in mind. Three principles are paramount:

1. Name what you want and imagine students doing it

However free students are to range and explore in a paper, the general kind of paper you’re inviting has common components, operations, and criteria of success, and you should make these explicit. Having satisfied yourself, as you should, that what you’re asking is doable, with dignity, by writers just learning the material, try to anticipate in your prompt or discussions of the assignment the following queries:

• What is the purpose of this? How am I going beyond what we have done, or applying it in a new area, or practicing a key academic skill or kind of work?
• To what audience should I imagine myself writing?
• What is the main task or tasks, in a nutshell? What does that key word (e.g., analyze, significance of, critique, explore, interesting, support) really mean in this context or this field?
• What will be most challenging in this and what qualities will most distinguish a good paper? Where should I put my energy? (Lists of possible questions for students to answer in a paper are often not sufficiently prioritized to be helpful.)
• What misconceptions might I have about what I’m to do? (How is this like or unlike other papers I may have written?) Are there too-easy approaches I might take or likely pitfalls? An ambitious goal or standard that I might think I’m expected to meet but am not?
• What form will evidence take in my paper (e.g., block quotations? paraphrase? graphs or charts?) How should I cite it? Should I use/cite material from lecture or section?
• Are there some broad options for structure, emphasis, or approach that I’ll likely be choosing among?
• How should I get started on this? What would be a helpful (or unhelpful) way to take notes, gather data, discover a question or idea? Should I do research? 

2. Take time in class to prepare students to succeed at the paper

Resist the impulse to think of class meetings as time for “content” and of writing as work done outside class. Your students won’t have mastered the art of paper writing (if such a mastery is possible) and won’t know the particular disciplinary expectations or moves relevant to the material at hand. Take time in class to show them: 

• discuss the assignment in class when you give it, so students can see that you take it seriously, so they can ask questions about it, so they can have it in mind during subsequent class discussions;
• introduce the analytic vocabulary of your assignment into class discussions, and take opportunities to note relevant moves made in discussion or good paper topics that arise;
• have students practice key tasks in class discussions, or in informal writing they do in before or after discussions;
• show examples of writing that illustrates components and criteria of the assignment and that inspires (class readings can sometimes serve as illustrations of a writing principle; so can short excerpts of writing—e.g., a sampling of introductions; and so can bad writing—e.g., a list of problematic thesis statements);
• the topics of originality and plagiarism (what the temptations might be, how to avoid risks) should at some point be addressed directly. 

3. Build in process

Ideas develop over time, in a process of posing and revising and getting feedback and revising some more. Assignments should allow for this process in the following ways:

• smaller assignments should prepare for larger ones later;
• students should do some thinking and writing before they write a draft and get a response to it (even if only a response to a proposal or thesis statement sent by email, or described in class);
• for larger papers, students should write and get response (using the skills vocabulary of the assignment) to a draft—at least an “oral draft” (condensed for delivery to the class);
• if possible, meet with students individually about their writing: nothing inspires them more than feeling that you care about their work and development;
• let students reflect on their own writing, in brief cover letters attached to drafts and revisions (these may also ask students to perform certain checks on what they have written, before submitting);
• have clear and firm policies about late work that nonetheless allow for exception if students talk to you in advance.
• Pedagogy Workshops
• Responding to Student Writing
• Commenting Efficiently
• Vocabulary for Discussing Student Writing
• Guides to Teaching Writing
• HarvardWrites Instructor Toolkit
• Additional Resources for Teaching Fellows

Module 4: Writing in College

Writing assignments, learning objectives.

• Describe common types and expectations of writing tasks given in a college class

Figure 1 . All college classes require some form of writing. Investing some time in refining your writing skills so that you are a more confident, skilled, and efficient writer will pay dividends in the long run.

What to Do With Writing Assignments

Writing assignments can be as varied as the instructors who assign them. Some assignments are explicit about what exactly you’ll need to do, in what order, and how it will be graded. Others are more open-ended, leaving you to determine the best path toward completing the project. Most fall somewhere in the middle, containing details about some aspects but leaving other assumptions unstated. It’s important to remember that your first resource for getting clarification about an assignment is your instructor—they will be very willing to talk out ideas with you, to be sure you’re prepared at each step to do well with the writing.

Writing in college is usually a response to class materials—an assigned reading, a discussion in class, an experiment in a lab. Generally speaking, these writing tasks can be divided into three broad categories: summary assignments, defined-topic assignments, and undefined-topic assignments.

Link to Learning

Empire State College offers an  Assignment Calculator  to help you plan ahead for your writing assignment. Just plug in the date you plan to get started and the date it is due, and the calculator will help break it down into manageable chunks.

Summary Assignments

Being asked to summarize a source is a common task in many types of writing. It can also seem like a straightforward task: simply restate, in shorter form, what the source says. A lot of advanced skills are hidden in this seemingly simple assignment, however.

An effective summary does the following:

• reflects your accurate understanding of a source’s thesis or purpose
• differentiates between major and minor ideas in a source
• demonstrates your ability to identify key phrases to quote
• shows your ability to effectively paraphrase most of the source’s ideas
• captures the tone, style, and distinguishing features of a source
• does not reflect your personal opinion about the source

That last point is often the most challenging: we are opinionated creatures, by nature, and it can be very difficult to keep our opinions from creeping into a summary. A summary is meant to be completely neutral.

In college-level writing, assignments that are only summary are rare. That said, many types of writing tasks contain at least some element of summary, from a biology report that explains what happened during a chemical process, to an analysis essay that requires you to explain what several prominent positions about gun control are, as a component of comparing them against one another.

Writing Effective Summaries

Start with a clear identification of the work.

This automatically lets your readers know your intentions and that you’re covering the work of another author.

• In the featured article “Five Kinds of Learning,” the author, Holland Oates, justifies his opinion on the hot topic of learning styles — and adds a few himself.

Summarize the Piece as a Whole

Omit nothing important and strive for overall coherence through appropriate transitions. Write using “summarizing language.” Your reader needs to be reminded that this is not your own work. Use phrases like the article claims, the author suggests, etc.

• Present the material in a neutral fashion. Your opinions, ideas, and interpretations should be left in your brain — don’t put them into your summary. Be conscious of choosing your words. Only include what was in the original work.
• Be concise. This is a summary — it should be much shorter than the original piece. If you’re working on an article, give yourself a target length of 1/4 the original article.

Conclude with a Final Statement

This is not a statement of your own point of view, however; it should reflect the significance of the book or article from the author’s standpoint.

• Without rewriting the article, summarize what the author wanted to get across. Be careful not to evaluate in the conclusion or insert any of your own assumptions or opinions.

Understanding the Assignment and Getting Started

Figure 2 . Many writing assignments will have a specific prompt that sends you first to your textbook, and then to outside resources to gather information.

Often, the handout or other written text explaining the assignment—what professors call the assignment prompt —will explain the purpose of the assignment and the required parameters (length, number and type of sources, referencing style, etc.).

Also, don’t forget to check the rubric, if there is one, to understand how your writing will be assessed. After analyzing the prompt and the rubric, you should have a better sense of what kind of writing you are expected to produce.

Sometimes, though—especially when you are new to a field—you will encounter the baffling situation in which you comprehend every single sentence in the prompt but still have absolutely no idea how to approach the assignment! In a situation like that, consider the following tips:

• Focus on the verbs . Look for verbs like compare, explain, justify, reflect , or the all-purpose analyze . You’re not just producing a paper as an artifact; you’re conveying, in written communication, some intellectual work you have done. So the question is, what kind of thinking are you supposed to do to deepen your learning?
• Put the assignment in context . Many professors think in terms of assignment sequences. For example, a social science professor may ask you to write about a controversial issue three times: first, arguing for one side of the debate; second, arguing for another; and finally, from a more comprehensive and nuanced perspective, incorporating text produced in the first two assignments. A sequence like that is designed to help you think through a complex issue. If the assignment isn’t part of a sequence, think about where it falls in the span of the course (early, midterm, or toward the end), and how it relates to readings and other assignments. For example, if you see that a paper comes at the end of a three-week unit on the role of the Internet in organizational behavior, then your professor likely wants you to synthesize that material.
• Try a free-write . A free-write is when you just write, without stopping, for a set period of time. That doesn’t sound very “free”; it actually sounds kind of coerced, right? The “free” part is what you write—it can be whatever comes to mind.  Professional writers use free-writing to get started on a challenging (or distasteful) writing task or to overcome writer’s block or a powerful urge to procrastinate. The idea is that if you just make yourself write, you can’t help but produce some kind of useful nugget. Thus, even if the first eight sentences of your free write are all variations on “I don’t understand this” or “I’d really rather be doing something else,” eventually you’ll write something like “I guess the main point of this is…,” and—booyah!—you’re off and running.
• Ask for clarification . Even the most carefully crafted assignments may need some verbal clarification, especially if you’re new to a course or field. Professors generally love questions, so don’t be afraid to ask. Try to convey to your instructor that you want to learn and you’re ready to work, and not just looking for advice on how to get an A.

Defined-Topic Assignments

Many writing tasks will ask you to address a particular topic or a narrow set of topic options. Defined-topic writing assignments are used primarily to identify your familiarity with the subject matter. (Discuss the use of dialect in  Their Eyes Were Watching God , for example.)

Remember, even when you’re asked to “show how” or “illustrate,” you’re still being asked to make an argument. You must shape and focus your discussion or analysis so that it supports a claim that you discovered and formulated and that all of your discussion and explanation develops and supports. 

Undefined-Topic Assignments

Another writing assignment you’ll potentially encounter is one in which the topic may be only broadly identified (“water conservation” in an ecology course, for instance, or “the Dust Bowl” in a U.S. History course), or even completely open (“compose an argumentative research essay on a subject of your choice”).

Figure 3 . For open-ended assignments, it’s best to pick something that interests you personally.

Where defined-topic essays demonstrate your knowledge of the content , undefined-topic assignments are used to demonstrate your skills— your ability to perform academic research, to synthesize ideas, and to apply the various stages of the writing process.

The first hurdle with this type of task is to find a focus that interests you. Don’t just pick something you feel will be “easy to write about” or that you think you already know a lot about —those almost always turn out to be false assumptions. Instead, you’ll get the most value out of, and find it easier to work on, a topic that intrigues you personally or a topic about which you have a genuine curiosity.

The same getting-started ideas described for defined-topic assignments will help with these kinds of projects, too. You can also try talking with your instructor or a writing tutor (at your college’s writing center) to help brainstorm ideas and make sure you’re on track.

Getting Started in the Writing Process

Writing is not a linear process, so writing your essay, researching, rewriting, and adjusting are all part of the process. Below are some tips to keep in mind as you approach and manage your assignment.

Figure 4 . Writing is a recursive process that begins with examining the topic and prewriting.

Write down topic ideas. If you have been assigned a particular topic or focus, it still might be possible to narrow it down or personalize it to your own interests. 

If you have been given an open-ended essay assignment,  the topic should be something that allows you to enjoy working with the writing process. Select a topic that you’ll want to think about, read about, and write about for several weeks, without getting bored. 

Figure 5 . Just getting started is sometimes the most difficult part of writing. Freewriting and planning to write multiple drafts can help you dive in.

If you’re writing about a subject you’re not an expert on and want to make sure you are presenting the topic or information realistically, look up the information or seek out an expert to ask questions.

• Note: Be cautious about information you retrieve online, especially if you are writing a research paper or an article that relies on factual information. A quick Google search may turn up unreliable, misleading sources. Be sure you consider the credibility of the sources you consult (we’ll talk more about that later in the course). And keep in mind that published books and works found in scholarly journals have to undergo a thorough vetting process before they reach publication and are therefore safer to use as sources.
• Check out a library. Yes, believe it or not, there is still information to be found in a library that hasn’t made its way to the Web. For an even greater breadth of resources, try a college or university library. Even better, research librarians can often be consulted in person, by phone, or even by email. And they love helping students. Don’t be afraid to reach out with questions!

Write a Rough Draft

It doesn’t matter how many spelling errors or weak adjectives you have in it. Your draft can be very rough! Jot down those random uncategorized thoughts. Write down anything you think of that you want included in your writing and worry about organizing and polishing everything later.

If You’re Having Trouble, Try F reewriting

Set a timer and write continuously until that time is up. Don’t worry about what you write, just keeping moving your pencil on the page or typing something (anything!) into the computer.

• Outcome: Writing in College. Provided by : Lumen Learning. License : CC BY-NC-SA: Attribution-NonCommercial-ShareAlike
• Writing in College: From Competence to Excellence. Authored by : Amy Guptill. Provided by : SUNY Open Textbooks. Located at : http://textbooks.opensuny.org/writing-in-college-from-competence-to-excellence/ . License : CC BY-NC-SA: Attribution-NonCommercial-ShareAlike
• Image of man writing. Authored by : Matt Zhang. Located at : https://flic.kr/p/pAg6t9 . License : CC BY-NC-ND: Attribution-NonCommercial-NoDerivatives
• Writing Strategies. Provided by : Lumen Learning. Located at : https://courses.lumenlearning.com/lumencollegesuccess/chapter/writing-strategies/ . License : CC BY-NC-SA: Attribution-NonCommercial-ShareAlike
• Image of woman reading. Authored by : Aaron Osborne. Located at : https://flic.kr/p/dPLmVV . License : CC BY: Attribution
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Purdue Online Writing Lab Purdue OWL® College of Liberal Arts

Common Writing Assignments

Welcome to the Purdue OWL

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Copyright ©1995-2018 by The Writing Lab & The OWL at Purdue and Purdue University. All rights reserved. This material may not be published, reproduced, broadcast, rewritten, or redistributed without permission. Use of this site constitutes acceptance of our terms and conditions of fair use.

These OWL resources will help you understand and complete specific types of writing assignments, such as annotated bibliographies, book reports, and research papers. This section also includes resources on writing academic proposals for conference presentations, journal articles, and books.

Understanding Writing Assignments

This resource describes some steps you can take to better understand the requirements of your writing assignments. This resource works for either in-class, teacher-led discussion or for personal use.

Argument Papers

This resource outlines the generally accepted structure for introductions, body paragraphs, and conclusions in an academic argument paper. Keep in mind that this resource contains guidelines and not strict rules about organization. Your structure needs to be flexible enough to meet the requirements of your purpose and audience.

Research Papers

This handout provides detailed information about how to write research papers including discussing research papers as a genre, choosing topics, and finding sources.

Exploratory Papers

This resource will help you with exploratory/inquiry essay assignments.

Annotated Bibliographies

This handout provides information about annotated bibliographies in MLA, APA, and CMS.

Book Report

This resource discusses book reports and how to write them.

Definitions

This handout provides suggestions and examples for writing definitions.

Essays for Exams

While most OWL resources recommend a longer writing process (start early, revise often, conduct thorough research, etc.), sometimes you just have to write quickly in test situations. However, these exam essays can be no less important pieces of writing than research papers because they can influence final grades for courses, and/or they can mean the difference between getting into an academic program (GED, SAT, GRE). To that end, this resource will help you prepare and write essays for exams.

Book Review

This resource discusses book reviews and how to write them.

Academic Proposals

This resource will help undergraduate, graduate, and professional scholars write proposals for academic conferences, articles, and books.

In this section

Subsections.

Free Cover Page templates

Create impressive cover pages for your assignments and projects online in just a click. choose from hundreds of free templates and customize them with edit.org..

Create impressive cover pages in a few minutes with Edit.org, and give your projects and assignments a professional and unique touch. A well-designed title page or project front page can positively impact your professor's opinion of your homework, which can improve your final grade!

Create a personalized report cover page

After writing the whole report, dissertation, or paper, which is the hardest part, you should now create a cover page that suits the rest of the project. Part of the grade for your work depends on the first impression of the teacher who corrects it.

We know not everyone is a professional designer, and that's why Edit.org wants to help you. Having a professional title page can give the impression you've put a great deal of time and effort into your assignment, as well as the impression you take the subject very seriously. Thanks to Edit.org, everyone can become a professional designer. This way, you'll only have to worry about doing a great job on your assignment.

On the editor, you will also find free resume templates  and other educational and professional designs.

Customize an essay cover page with Edit.org

• Go to formats on the home page and choose Cover pages.
• Choose the template that best suits the project.
• You can add your images or change the template background color.
• Add your report information and change the font type and colors if needed.
• Save and download it. The cover page is ready to make your work shine!

Free editable templates for title pages

As you can see, it's simple to create cover pages for schoolwork and it won’t take much time. We recommend using the same colors on the cover as the ones you used for your essay titles to create a cohesive design. It’s also crucial to add the name and logo of the institution for which you are doing the essay. A visually attractive project is likely to be graded very well, so taking care of the small details will make your work look professional.

On Edit.org, you can also reuse all your designs and adapt them to different projects. Thanks to the users' internal memory, you can access and edit old templates anytime and anywhere.

Take a look at other options we propose on the site. Edit.org helps design flyers, business cards, and other designs useful in the workplace. The platform was created so you don't need to have previous design knowledge to achieve a spectacular cover page! Start your cover page design now.

Create online Cover Pages for printing

You can enter our free graphic editor from your phone, tablet or computer. The process is 100% online, fun and intuitive. Just click on what you want to modify. Customize your cover page quickly and easily. You don't need any design skills. No Photoshop skills. Just choose a template from this article or from the final waterfall and customize it to your liking. Writing first and last names, numbers, additional information or texts will be as easy as writing in a Word document.

Free templates for assignment cover page design

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Erin Wright Writing

Writing-Related Software Tutorials

How to Create and Customize Headings in Microsoft Word (PC & Mac)

By Erin Wright

This tutorial shows how to create headings in Microsoft Word. First, we’ll look at how to create headings using Word’s built-in styles. Then, we’ll look at how to customize Word’s built-in heading styles to your preferred font, font size, alignment, and color.

Table of Contents

How to Create Headings Using Word’s Built-In Heading Styles

How to customize word’s built-in heading styles.

This tutorial’s companion video shows all the steps in real time.

Watch more than 250 other writing-related software tutorials on my YouTube channel .

Before jumping to the tutorial, let’s discuss the importance of using Word’s heading styles.

Why Are Heading Styles Important?

You can make any text in Word look like a heading by using a large font size. However, you won’t have access to several important features if you use a large font size rather than Word’s official heading styles. For example, Word’s heading styles help you perform the following tasks:

• Create an automatic or custom table of contents
• Create bookmarks in a PDF using Adobe Acrobat
• Use Word’s outline feature
• Use Word’s Navigation pane

Most importantly, screen reading software can identify your heading hierarchy based on Word’s styles. If you only use a large font size for headings, people who use screen readers will have less information about how your document is organized.*

The images below are from Word for Microsoft 365. The steps are the same in Word for Microsoft 365 for Mac (a.k.a., Word for Mac), Word 2021, Word 2019, and Word 2016, and similar in Word 2013 (PC only).

The following steps show how to create headings using Word’s built-in styles.

• Select the text you want to turn into a heading. (Or, move your cursor to a blank line where you want to type your new heading during the next step.)

• Select the Home tab in the ribbon.

• Select the appropriate heading level in the Styles group. (If you didn’t select existing text during step 2, type your new heading text after making your selection.)

The selected text will be formatted with the new heading style immediately.

• Deselect the heading and then press Enter (PC) or Return (Mac) on your keyboard to move your cursor to the next line. The heading formatting will automatically turn off.

5. Save your file to save your new heading.

The following steps show how to customize the built-in heading styles in an individual Word document.

There are many ways to change styles in Word. For this tutorial, we’ll stick with the basics: font, font size, emphasis (i.e., bold, italic, or underlined), color, alignment, spacing, and indentation.

• Select the Home tab in the ribbon (see figure 1).
• Right-click (PC) or Control-click (Mac) the heading level in the Styles group, and then select Modify from the shortcut menu.

• Make all necessary formatting changes in the Modify Style dialog box. Here are the eight basic modifications:

B. Font size

C. Emphasis

D. Font color

E. Alignment

F. Line spacing

G. Spacing before and after

H. Indentation

• (PC Users) Select Only in this document to ensure that your customized style is limited to your current document.

• (Mac Users) Ensure that Add to template is not selected to limit your customized style to your current document.

• Ensure that Automatically Update is not selected. (If Automatically Update is selected, you won’t be able to edit the styles of individual same-level headings.)

• Select the OK button.

Your changes will be applied to all existing text using the heading style you just customized.

• Save your file to save your changes.

Do you want to create your own custom heading styles separate from Word’s built-in styles? Check out “ How to Create a Custom Heading Style in Microsoft Word ” and “ How to Create a Custom Heading Style in Microsoft Word for Mac .”

Or, do you want to add numbers to your headings?  Check out “ How to Add and Modify Heading Numbers in Microsoft Word (PC & Mac) .”

Related Resources

How to Create Run-In Headings in Microsoft Word (Indented & Left-Aligned)

What Is Headline-Style Capitalization?

How to Capitalize Hyphenated Words in Titles and Headings

*Visit “ Make Your Word Documents Accessible to People with Disabilities ” from the Microsoft Office Support website for an in-depth list of ways to make your document accessible to the widest audience.

Updated October 27, 2023

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• EXPLORE Random Article

How to Write an English Assignment

Last Updated: December 6, 2021

wikiHow is a “wiki,” similar to Wikipedia, which means that many of our articles are co-written by multiple authors. To create this article, 20 people, some anonymous, worked to edit and improve it over time. This article has been viewed 48,544 times.

Writing an English assignment can be troublesome at times. The students lack the proper information which is required to write an assignment. Apart from this there are many more things which are necessary for an assignment writing and such things are highlighted in this article.

• Take second advice from a close friend. Some mistakes you may not see or be used to seeing, and a second opinion can help catch some of the mistakes that you won't see the first time through.

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• ↑ https://www.openpolytechnic.ac.nz/current-students/study-tips-and-techniques/assignments/step-by-step-guide-to-assignment-writing/
• ↑ https://writingcenter.unc.edu/tips-and-tools/understanding-assignments/
• ↑ https://www.uq.edu.au/student-services/learning/structuring-your-assignment
• ↑ https://www.uts.edu.au/current-students/support/helps/self-help-resources/academic-writing

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Formatting and presenting assessments

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Formatting and presenting your assessments correctly is important because many include marks for presentation.

This may include marks for things such as:

• formatting and layout
• APA referencing
• writing style
• grammar and spelling.

Before you start on your assessment:

• check your assessment question, emails from your course leader, and learning materials for how it should be presented
• read the instructions carefully. Make sure you understand them and follow them exactly
• if you're not sure about what’s required contact your course leader.

General guidelines for electronic submissions

• Most assessments should be produced using Microsoft Word.
• You can also submit assessments using: .doc, .docx, .xls, .xlsx or .rtf.
• if you don’t have Microsoft Word go to My Open Polytechnic to download and access your free version
• if you're not sure about the file type required, contact your course leader.
• Use a clear, readable font, such as Verdana, Calibri, Tahoma or Arial and use the same font throughout.
• Use black text on a white background.
• Avoid coloured backgrounds or text in a colour other than black, unless you have special permission to use them.
• Use 11 or 12 point font for the body of your assessment.
• Use 1.5 spacing and 2.53 cm (1”) wide margins.
• Leave a blank line between paragraphs.
• If the questions are short, leave a blank line between each question. If they are long, start each question on a new page.
• Left-justify your work (also known as left-aligned).
• Use bold for headings.
• Essays don’t usually need subheadings; reports usually do.

Most assessments need a title page, which should include:

• the title and number of the assessment
• the course number and name
• the due date
• your full name and student number.

Centre this information on the page, starting approximately one-third of the way down the page.

• Number and clearly label figures and tables.
• Add numbers as follows: Figure 1, Figure 2, Table 1, Table 2, and so on.
• Put table and figure captions above the table.
• Don't number the items in a reference list.

For more help with figures and tables, check:

Get more help with tables  and figures – APA  Style website

Headers and footers

Insert a header or footer on each page (except the title page). It should contain:

• your name (last name, first name/s)
• your student number
• the course code
• the assessment number
• page numbers.

Reference list

The reference list comes at the end of the assessment and should start on a new page labelled 'References'.

Need more help with reference lists? Check out the guides below:

Quick referencing APA guidelines  (PDF 47 KB; opens in a new window)

Guide to APA referencing  (PDF 395.11 KB; opens in a new window)

Appendices are used for information that:

• is too long to include in the body of your assessment
• supplements or complements the information you are providing.

Start each appendix (if applicable) on a new page. If there's just one appendix label it ‘Appendix’ without a number. If there is more than one, label them Appendix A, Appendix B, and so on.

In the main text of your assessment, refer to the Appendix by the label – for example, Appendix A.

Tops and bottoms of pages

Check the top and bottom of your pages to ensure they avoid:

• widows – single lines of text at the top of a page
• orphans – first lines of paragraphs at the bottom of a page
• tombstones – headings or subheadings alone at the bottom of a page
• split lists – lists that are divided between two pages (if possible).

General guidelines for hard copies

Most of the guidelines above also apply to hard copies (printed or handwritten documents).

If your course requires or allows handwritten assessments, be sure to follow the course instructions on presenting handwritten assessments.

Word limits and word count guidelines 

Word limits support the development of concise writing skills. Word count guidelines help you to understand the expectation of workload for an assessment.

 For more detailed information about these go to:

Word limits and word count guidelines  

Got a question?

If you want to talk with someone about formatting and presenting your assessments, contact The Library and Learning Centre | Te Whare Pukapuka Wāhanga Whakapakari Ako. 

Contact the Library and Learning Centre

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Microsoft fabric updates blog.

Microsoft Fabric May 2024 Update

• Monthly Update

Welcome to the May 2024 update.  

Here are a few, select highlights of the many we have for Fabric. You can now ask Copilot questions about data in your model, Model Explorer and authoring calculation groups in Power BI desktop is now generally available, and Real-Time Intelligence provides a complete end-to-end solution for ingesting, processing, analyzing, visualizing, monitoring, and acting on events.

There is much more to explore, please continue to read on. 

Microsoft Build Announcements

At Microsoft Build 2024, we are thrilled to announce a huge array of innovations coming to the Microsoft Fabric platform that will make Microsoft Fabric’s capabilities even more robust and even customizable to meet the unique needs of each organization. To learn more about these changes, read the “ Unlock real-time insights with AI-powered analytics in Microsoft Fabric ” announcement blog by Arun Ulag.

Fabric Roadmap Update

Last October at the Microsoft Power Platform Community Conference we  announced the release of the Microsoft Fabric Roadmap . Today we have updated that roadmap to include the next semester of Fabric innovations. As promised, we have merged Power BI into this roadmap to give you a single, unified road map for all of Microsoft Fabric. You can find the Fabric Roadmap at  https://aka.ms/FabricRoadmap .

We will be innovating our Roadmap over the coming year and would love to hear your recommendation ways that we can make this experience better for you. Please submit suggestions at  https://aka.ms/FabricIdeas .

Earn a discount on your Microsoft Fabric certification exam!  

We’d like to thank the thousands of you who completed the Fabric AI Skills Challenge and earned a free voucher for Exam DP-600 which leads to the Fabric Analytics Engineer Associate certification.   

If you earned a free voucher, you can find redemption instructions in your email. We recommend that you schedule your exam now, before your discount voucher expires on June 24 th . All exams must be scheduled and completed by this date.    

If you need a little more help with exam prep, visit the Fabric Career Hub which has expert-led training, exam crams, practice tests and more.  

Missed the Fabric AI Skills Challenge? We have you covered. For a limited time , you could earn a 50% exam discount by taking the Fabric 30 Days to Learn It Challenge .  

Modern Tooltip now on by Default

Matrix layouts, line updates, on-object interaction updates, publish to folders in public preview, you can now ask copilot questions about data in your model (preview), announcing general availability of dax query view, copilot to write and explain dax queries in dax query view public preview updates, new manage relationships dialog, refreshing calculated columns and calculated tables referencing directquery sources with single sign-on, announcing general availability of model explorer and authoring calculation groups in power bi desktop, microsoft entra id sso support for oracle database, certified connector updates, view reports in onedrive and sharepoint with live connected semantic models, storytelling in powerpoint – image mode in the power bi add-in for powerpoint, storytelling in powerpoint – data updated notification, git integration support for direct lake semantic models.

• Editor’s pick of the quarter
• New visuals in AppSource
• Financial Reporting Matrix by Profitbase
• Horizon Chart by Powerviz

Milestone Trend Analysis Chart by Nova Silva

• Sunburst Chart by Powerviz
• Stacked Bar Chart with Line by JTA

Fabric Automation

Streamlining fabric admin apis, microsoft fabric workload development kit, external data sharing, apis for onelake data access roles, shortcuts to on-premises and network-restricted data, copilot for data warehouse.

• Unlocking Insights through Time: Time travel in Data warehouse

Copy Into enhancements

Faster workspace resource assignment powered by just in time database attachment, runtime 1.3 (apache spark 3.5, delta lake 3.1, r 4.3.3, python 3.11) – public preview, native execution engine for fabric runtime 1.2 (apache spark 3.4) – public preview , spark run series analysis, comment @tagging in notebook, notebook ribbon upgrade, notebook metadata update notification, environment is ga now, rest api support for workspace data engineering/science settings, fabric user data functions (private preview), introducing api for graphql in microsoft fabric (preview), copilot will be enabled by default, the ai and copilot setting will be automatically delegated to capacity admins, abuse monitoring no longer stores your data, real-time hub, source from real-time hub in enhanced eventstream, use real-time hub to get data in kql database in eventhouse, get data from real-time hub within reflexes, eventstream edit and live modes, default and derived streams, route streams based on content in enhanced eventstream, eventhouse is now generally available, eventhouse onelake availability is now generally available, create a database shortcut to another kql database, support for ai anomaly detector, copilot for real-time intelligence, eventhouse tenant level private endpoint support, visualize data with real-time dashboards, new experience for data exploration, create triggers from real-time hub, set alert on real-time dashboards, taking action through fabric items, general availability of the power query sdk for vs code, refresh the refresh history dialog, introducing data workflows in data factory, introducing trusted workspace access in fabric data pipelines.

• Introducing Blob Storage Event Triggers for Data Pipelines
• Parent/child pipeline pattern monitoring improvements

Fabric Spark job definition activity now available

Hd insight activity now available, modern get data experience in data pipeline.

Power BI tooltips are embarking on an evolution to enhance their functionality. To lay the groundwork, we are introducing the modern tooltip as the new default , a feature that many users may already recognize from its previous preview status. This change is more than just an upgrade; it’s the first step in a series of remarkable improvements. These future developments promise to revolutionize tooltip management and customization, offering possibilities that were previously only imaginable. As we prepare for the general availability of the modern tooltip, this is an excellent opportunity for users to become familiar with its features and capabilities. 

Discover the full potential of the new tooltip feature by visiting our dedicated blog . Dive into the details and explore the comprehensive vision we’ve crafted for tooltips, designed to enhance your Power BI experience. 

We’ve listened to our community’s feedback on improving our tabular visuals (Table and Matrix), and we’re excited to initiate their transformation. Drawing inspiration from the familiar PivotTable in Excel , we aim to build new features and capabilities upon a stronger foundation. In our May update, we’re introducing ‘ Layouts for Matrix .’ Now, you can select from compact , outline , or tabular layouts to alter the arrangement of components in a manner akin to Excel. 

As an extension of the new layout options, report creators can now craft custom layout patterns by repeating row headers. This powerful control, inspired by Excel’s PivotTable layout, enables the creation of a matrix that closely resembles the look and feel of a table. This enhancement not only provides greater flexibility but also brings a touch of Excel’s intuitive design to Power BI’s matrix visuals. Only available for Outline and Tabular layouts.

To further align with Excel’s functionality, report creators now have the option to insert blank rows within the matrix. This feature allows for the separation of higher-level row header categories, significantly enhancing the readability of the report. It’s a thoughtful addition that brings a new level of clarity and organization to Power BI’s matrix visuals and opens a path for future enhancements for totals/subtotals and rows/column headers. 

We understand your eagerness to delve deeper into the matrix layouts and grasp how these enhancements fulfill the highly requested features by our community. Find out more and join the conversation in our dedicated blog , where we unravel the details and share the community-driven vision behind these improvements. 

Following last month’s introduction of the initial line enhancements, May brings a groundbreaking set of line capabilities that are set to transform your Power BI experience: 

• Hide/Show lines : Gain control over the visibility of your lines for a cleaner, more focused report. 
• Customized line pattern : Tailor the pattern of your lines to match the style and context of your data. 
• Auto-scaled line pattern : Ensure your line patterns scale perfectly with your data, maintaining consistency and clarity. 
• Line dash cap : Customize the end caps of your customized dashed lines for a polished, professional look. 
• Line upgrades across other line types : Experience improvements in reference lines, forecast lines, leader lines, small multiple gridlines, and the new card’s divider line. 

These enhancements are not to be missed. We recommend visiting our dedicated blog for an in-depth exploration of all the new capabilities added to lines, keeping you informed and up to date. 

This May release, we’re excited to introduce on-object formatting support for Small multiples , Waterfall , and Matrix visuals. This new feature allows users to interact directly with these visuals for a more intuitive and efficient formatting experience. By double-clicking on any of these visuals, users can now right-click on the specific visual component they wish to format, bringing up a convenient mini-toolbar. This streamlined approach not only saves time but also enhances the user’s ability to customize and refine their reports with ease. 

We’re also thrilled to announce a significant enhancement to the mobile reporting experience with the introduction of the pane manager for the mobile layout view. This innovative feature empowers users to effortlessly open and close panels via a dedicated menu, streamlining the design process of mobile reports. 

We recently announced a public preview for folders in workspaces, allowing you to create a hierarchical structure for organizing and managing your items. In the latest Desktop release, you can now publish your reports to specific folders in your workspace.  

When you publish a report, you can choose the specific workspace and folder for your report. The interface is simplistic and easy to understand, making organizing your Power BI content from Desktop better than ever. 

To publish reports to specific folders in the service, make sure the “Publish dialogs support folder selection” setting is enabled in the Preview features tab in the Options menu. 

Learn more about folders in workspaces.   

We’re excited to preview a new capability for Power BI Copilot allowing you to ask questions about the data in your model! You could already ask questions about the data present in the visuals on your report pages – and now you can go deeper by getting answers directly from the underlying model. Just ask questions about your data, and if the answer isn’t already on your report, Copilot will then query your model for the data instead and return the answer to your question in the form of a visual! 

We’re starting this capability off in both Edit and View modes in Power BI Service. Because this is a preview feature, you’ll need to enable it via the preview toggle in the Copilot pane. You can learn more about all the details of the feature in our announcement post here! (will link to announcement post)  

We are excited to announce the general availability of DAX query view. DAX query view is the fourth view in Power BI Desktop to run DAX queries on your semantic model.  

DAX query view comes with several ways to help you be as productive as possible with DAX queries. 

• Quick queries. Have the DAX query written for you from the context menu of tables, columns, or measures in the Data pane of DAX query view. Get the top 100 rows of a table, statistics of a column, or DAX formula of a measure to edit and validate in just a couple clicks! 
• DirectQuery model authors can also use DAX query view. View the data in your tables whenever you want! 
• Create and edit measures. Edit one or multiple measures at once. Make changes and see the change in action in a DA query. Then update the model when you are ready. All in DAX query view! 
• See the DAX query of visuals. Investigate the visuals DAX query in DAX query view. Go to the Performance Analyzer pane and choose “Run in DAX query view”. 
• Write DAX queries. You can create DAX queries with Intellisense, formatting, commenting/uncommenting, and syntax highlighting. And additional professional code editing experiences such as “Change all occurrences” and block folding to expand and collapse sections. Even expanded find and replace options with regex. 

Learn more about DAX query view with these resources: 

• Deep dive blog: https://powerbi.microsoft.com/blog/deep-dive-into-dax-query-view-and-writing-dax-queries/  
• Learn more: https://learn.microsoft.com/power-bi/transform-model/dax-query-view  
• Video: https://youtu.be/oPGGYLKhTOA?si=YKUp1j8GoHHsqdZo  

DAX query view includes an inline Fabric Copilot to write and explain DAX queries, which remains in public preview. This month we have made the following updates. 

• Run the DAX query before you keep it . Previously the Run button was disabled until the generated DAX query was accepted or Copilot was closed. Now you can Run the DAX query then decide to Keep or Discard the DAX query. 

2. Conversationally build the DAX query. Previously the DAX query generated was not considered if you typed additional prompts and you had to keep the DAX query, select it again, then use Copilot again to adjust. Now you can simply adjust by typing in additional user prompts.   

3. Syntax checks on the generated DAX query. Previously there was no syntax check before the generated DAX query was returned. Now the syntax is checked, and the prompt automatically retried once. If the retry is also invalid, the generated DAX query is returned with a note that there is an issue, giving you the option to rephrase your request or fix the generated DAX query. 

4. Inspire buttons to get you started with Copilot. Previously nothing happened until a prompt was entered. Now click any of these buttons to quickly see what you can do with Copilot! 

Learn more about DAX queries with Copilot with these resources: 

• Deep dive blog: https://powerbi.microsoft.com/en-us/blog/deep-dive-into-dax-query-view-with-copilot/  
• Learn more: https://learn.microsoft.com/en-us/dax/dax-copilot  
• Video: https://www.youtube.com/watch?v=0kE3TE34oLM  

We are excited to introduce you to the redesigned ‘Manage relationships’ dialog in Power BI Desktop! To open this dialog simply select the ‘Manage relationships’ button in the modeling ribbon.

Once opened, you’ll find a comprehensive view of all your relationships, along with their key properties, all in one convenient location. From here you can create new relationships or edit an existing one.

Additionally, you have the option to filter and focus on specific relationships in your model based on cardinality and cross filter direction. 

Learn more about creating and managing relationships in Power BI Desktop in our documentation . 

Ever since we released composite models on Power BI semantic models and Analysis Services , you have been asking us to support the refresh of calculated columns and tables in the Service. This month, we have enabled the refresh of calculated columns and tables in Service for any DirectQuery source that uses single sign-on authentication. This includes the sources you use when working with composite models on Power BI semantic models and Analysis Services.  

Previously, the refresh of a semantic model that uses a DirectQuery source with single-sign-on authentication failed with one of the following error messages: “Refresh is not supported for datasets with a calculated table or calculated column that depends on a table which references Analysis Services using DirectQuery.” or “Refresh over a dataset with a calculated table or a calculated column which references a Direct Query data source is not supported.” 

Starting today, you can successfully refresh the calculated table and calculated columns in a semantic model in the Service using specific credentials as long as: 

• You used a shareable cloud connection and assigned it and/or.
• Enabled granular access control for all data connection types.

Here’s how to do this: 

• Create and publish your semantic model that uses a single sign-on DirectQuery source. This can be a composite model but doesn’t have to be. 
• In the semantic model settings, under Gateway and cloud connections , map each single sign-on DirectQuery connection to a specific connection. If you don’t have a specific connection yet, select ‘Create a connection’ to create it: 

• If you are creating a new connection, fill out the connection details and click Create , making sure to select ‘Use SSO via Azure AD for DirectQuery queries: 

• Finally, select the connection for each single sign-on DirectQuery source and select Apply : 

2. Either refresh the semantic model manually or plan a scheduled refresh to confirm the refresh now works successfully. Congratulations, you have successfully set up refresh for semantic models with a single sign-on DirectQuery connection that uses calculated columns or calculated tables!

We are excited to announce the general availability of Model Explorer in the Model view of Power BI, including the authoring of calculation groups. Semantic modeling is even easier with an at-a-glance tree view with item counts, search, and in context paths to edit the semantic model items with Model Explorer. Top level semantic model properties are also available as well as the option to quickly create relationships in the properties pane. Additionally, the styling for the Data pane is updated to Fluent UI also used in Office and Teams.  

A popular community request from the Ideas forum, authoring calculation groups is also included in Model Explorer. Calculation groups significantly reduce the number of redundant measures by allowing you to define DAX formulas as calculation items that can be applied to existing measures. For example, define a year over year, prior month, conversion, or whatever your report needs in DAX formula once as a calculation item and reuse it with existing measures. This can reduce the number of measures you need to create and make the maintenance of the business logic simpler.  

Available in both Power BI Desktop and when editing a semantic model in the workspace, take your semantic model authoring to the next level today!  

Learn more about Model Explorer and authoring calculation groups with these resources: 

• Use Model explorer in Power BI (preview) – Power BI | Microsoft Learn  
• Create calculation groups in Power BI (preview) – Power BI | Microsoft Learn  

Data connectivity  

We’re happy to announce that the Oracle database connector has been enhanced this month with the addition of Single Sign-On support in the Power BI service with Microsoft Entra ID authentication.  

Microsoft Entra ID SSO enables single sign-on to access data sources that rely on Microsoft Entra ID based authentication. When you configure Microsoft Entra SSO for an applicable data source, queries run under the Microsoft Entra identity of the user that interacts with the Power BI report. 

We’re pleased to announce the new and updated connectors in this release:   

• [New] OneStream : The OneStream Power BI Connector enables you to seamlessly connect Power BI to your OneStream applications by simply logging in with your OneStream credentials. The connector uses your OneStream security, allowing you to access only the data you have based on your permissions within the OneStream application. Use the connector to pull cube and relational data along with metadata members, including all their properties. Visit OneStream Power BI Connector to learn more. Find this connector in the other category. 
• [New] Zendesk Data : A new connector developed by the Zendesk team that aims to go beyond the functionality of the existing Zendesk legacy connector created by Microsoft. Learn more about what this new connector brings. 
• [New] CCH Tagetik 
• [Update] Azure Databricks  

Are you interested in creating your own connector and publishing it for your customers? Learn more about the Power Query SDK and the Connector Certification program .   

Last May, we announced the integration between Power BI and OneDrive and SharePoint. Previously, this capability was limited to only reports with data in import mode. We’re excited to announce that you can now seamlessly view Power BI reports with live connected data directly in OneDrive and SharePoint! 

When working on Power BI Desktop with a report live connected to a semantic model in the service, you can easily share a link to collaborate with others on your team and allow them to quickly view the report in their browser. We’ve made it easier than ever to access the latest data updates without ever leaving your familiar OneDrive and SharePoint environments. This integration streamlines your workflows and allows you to access reports within the platforms you already use. With collaboration at the heart of this improvement, teams can work together more effectively to make informed decisions by leveraging live connected semantic models without being limited to data only in import mode.  

Utilizing OneDrive and SharePoint allows you to take advantage of built-in version control, always have your files available in the cloud, and utilize familiar and simplistic sharing.  

While you told us that you appreciate the ability to limit the image view to only those who have permission to view the report, you asked for changes for the “Public snapshot” mode.   

To address some of the feedback we got from you, we have made a few more changes in this area.  

• Add-ins that were saved as “Public snapshot” can be printed and will not require that you go over all the slides and load the add-ins for permission check before the public image is made visible. 
• You can use the “Show as saved image” on add-ins that were saved as “Public snapshot”. This will replace the entire add-in with an image representation of it, so the load time might be faster when you are presenting your presentation. 

Many of us keep presentations open for a long time, which might cause the data in the presentation to become outdated.  

To make sure you have in your slides the data you need, we added a new notification that tells you if more up to date data exists in Power BI and offers you the option to refresh and get the latest data from Power BI. 

Developers 

Direct Lake semantic models are now supported in Fabric Git Integration , enabling streamlined version control, enhanced collaboration among developers, and the establishment of CI/CD pipelines for your semantic models using Direct Lake. 

Learn more about version control, testing, and deployment of Power BI content in our Power BI implementation planning documentation: https://learn.microsoft.com/power-bi/guidance/powerbi-implementation-planning-content-lifecycle-management-overview  

Visualizations 

Editor’s pick of the quarter .

– Animator for Power BI     Innofalls Charts     SuperTables     Sankey Diagram for Power BI by ChartExpo     Dynamic KPI Card by Sereviso     Shielded HTML Viewer     Text search slicer  

New visuals in AppSource 

Mapa Polski – Województwa, Powiaty, Gminy   Workstream   Income Statement Table  

Gas Detection Chart  

Seasonality Chart   PlanIn BI – Data Refresh Service  

Chart Flare  

PictoBar   ProgBar  

Counter Calendar   Donut Chart image  

Financial Reporting Matrix by Profitbase 

Making financial statements with a proper layout has just become easier with the latest version of the Financial Reporting Matrix. 

Users are now able to specify which rows should be classified as cost-rows, which will make it easier to get the conditional formatting of variances correctly: 

Selecting a row, and ticking “is cost” will tag the row as cost. This can be used in conditional formatting to make sure that positive variances on expenses are a bad for the result, while a positive variance on an income row is good for the result. 

The new version also includes more flexibility in measuring placement and column subtotals. 

Measures can be placed either: 

• Default (below column headers) 
• Above column headers 

• Conditionally hide columns 
• + much more 

Highlighted new features:  

• Measure placement – In rows  
• Select Column Subtotals  
• New Format Pane design 
• Row Options  

Get the visual from AppSource and find more videos here ! 

Horizon Chart by Powerviz  

A Horizon Chart is an advanced visual, for time-series data, revealing trends and anomalies. It displays stacked data layers, allowing users to compare multiple categories while maintaining data clarity. Horizon Charts are particularly useful to monitor and analyze complex data over time, making this a valuable visual for data analysis and decision-making. 

Key Features:  

• Horizon Styles: Choose Natural, Linear, or Step with adjustable scaling. 
• Layer: Layer data by range or custom criteria. Display positive and negative values together or separately on top. 
• Reference Line : Highlight patterns with X-axis lines and labels. 
• Colors: Apply 30+ color palettes and use FX rules for dynamic coloring. 
• Ranking: Filter Top/Bottom N values, with “Others”. 
• Gridline: Add gridlines to the X and Y axis.  
• Custom Tooltip: Add highest, lowest, mean, and median points without additional DAX. 
• Themes: Save designs and share seamlessly with JSON files. 

Other features included are ranking, annotation, grid view, show condition, and accessibility support.  

Business Use Cases: Time-Series Data Comparison, Environmental Monitoring, Anomaly Detection 

🔗 Try Horizon Chart for FREE from AppSource  

📊 Check out all features of the visual: Demo file  

📃 Step-by-step instructions: Documentation  

💡 YouTube Video: Video Link  

📍 Learn more about visuals: https://powerviz.ai/  

✅ Follow Powerviz : https://lnkd.in/gN_9Sa6U  

Exciting news! Thanks to your valuable feedback, we’ve enhanced our Milestone Trend Analysis Chart even further. We’re thrilled to announce that you can now switch between horizontal and vertical orientations, catering to your preferred visualization style.

The Milestone Trend Analysis (MTA) Chart remains your go-to tool for swiftly identifying deadline trends, empowering you to take timely corrective actions. With this update, we aim to enhance deadline awareness among project participants and stakeholders alike. 

In our latest version, we seamlessly navigate between horizontal and vertical views within the familiar Power BI interface. No need to adapt to a new user interface – enjoy the same ease of use with added flexibility. Plus, it benefits from supported features like themes, interactive selection, and tooltips. 

What’s more, ours is the only Microsoft Certified Milestone Trend Analysis Chart for Power BI, ensuring reliability and compatibility with the platform. 

Ready to experience the enhanced Milestone Trend Analysis Chart? Download it from AppSource today and explore its capabilities with your own data – try for free!  

We welcome any questions or feedback at our website: https://visuals.novasilva.com/ . Try it out and elevate your project management insights now! 

Sunburst Chart by Powerviz  

Powerviz’s Sunburst Chart is an interactive tool for hierarchical data visualization. With this chart, you can easily visualize multiple columns in a hierarchy and uncover valuable insights. The concentric circle design helps in displaying part-to-whole relationships. 

• Arc Customization: Customize shapes and patterns. 
• Color Scheme: Accessible palettes with 30+ options. 
• Centre Circle: Design an inner circle with layers. Add text, measure, icons, and images. 
• Conditional Formatting: Easily identify outliers based on measure or category rules. 
• Labels: Smart data labels for readability. 
• Image Labels: Add an image as an outer label. 
• Interactivity: Zoom, drill down, cross-filtering, and tooltip features. 

Other features included are annotation, grid view, show condition, and accessibility support.  

Business Use Cases:   

• Sales and Marketing: Market share analysis and customer segmentation. 
• Finance : Department budgets and expenditures distribution. 
• Operations : Supply chain management. 
• Education : Course structure, curriculum creation. 
• Human Resources : Organization structure, employee demographics.

🔗 Try Sunburst Chart for FREE from AppSource  

Stacked Bar Chart with Line by JTA  

Clustered bar chart with the possibility to stack one of the bars  

Stacked Bar Chart with Line by JTA seamlessly merges the simplicity of a traditional bar chart with the versatility of a stacked bar, revolutionizing the way you showcase multiple datasets in a single, cohesive display. 

Unlocking a new dimension of insight, our visual features a dynamic line that provides a snapshot of data trends at a glance. Navigate through your data effortlessly with multiple configurations, gaining a swift and comprehensive understanding of your information. 

Tailor your visual experience with an array of functionalities and customization options, enabling you to effortlessly compare a primary metric with the performance of an entire set. The flexibility to customize the visual according to your unique preferences empowers you to harness the full potential of your data. 

Features of Stacked Bar Chart with Line:  

• Stack the second bar 
• Format the Axis and Gridlines 
• Add a legend 
• Format the colors and text 
• Add a line chart 
• Format the line 
• Add marks to the line 
• Format the labels for bars and line 

If you liked what you saw, you can try it for yourself and find more information here . Also, if you want to download it, you can find the visual package on the AppSource . 

We have added an exciting new feature to our Combo PRO, Combo Bar PRO, and Timeline PRO visuals – Legend field support . The Legend field makes it easy to visually split series values into smaller segments, without the need to use measures or create separate series. Simply add a column with category names that are adjacent to the series values, and the visual will do the following:  

• Display separate segments as a stack or cluster, showing how each segment contributed to the total Series value. 
• Create legend items for each segment to quickly show/hide them without filtering.  
• Apply custom fill colors to each segment.  
• Show each segment value in the tooltip 

Read more about the Legend field on our blog article  

Drill Down Combo PRO is made for creators who want to build visually stunning and user-friendly reports. Cross-chart filtering and intuitive drill down interactions make data exploration easy and fun for any user. Furthermore, you can choose between three chart types – columns, lines, or areas; and feature up to 25 different series in the same visual and configure each series independently.  

📊 Get Drill Down Combo PRO on AppSource  

🌐 Visit Drill Down Combo PRO product page  

Documentation | ZoomCharts Website | Follow ZoomCharts on LinkedIn  

We are thrilled to announce that Fabric Core REST APIs are now generally available! This marks a significant milestone in the evolution of Microsoft Fabric, a platform that has been meticulously designed to empower developers and businesses alike with a comprehensive suite of tools and services. 

The Core REST APIs are the backbone of Microsoft Fabric, providing the essential building blocks for a myriad of functionalities within the platform. They are designed to improve efficiency, reduce manual effort, increase accuracy, and lead to faster processing times. These APIs help with scale operations more easily and efficiently as the volume of work grows, automate repeatable processes with consistency, and enable integration with other systems and applications, providing a streamlined and efficient data pipeline. 

The Microsoft Fabric Core APIs encompasses a range of functionalities, including: 

• Workspace management: APIs to manage workspaces, including permissions.  
• Item management: APIs for creating, reading, updating, and deleting items, with partial support for data source discovery and granular permissions management planned for the near future. 
• Job and tenant management: APIs to manage jobs, tenants, and users within the platform. 

These APIs adhere to industry standards and best practices, ensuring a unified developer experience that is both coherent and easy to use. 

For developers looking to dive into the details of the Microsoft Fabric Core APIs, comprehensive documentation is available. This includes guidelines on API usage, examples, and articles managed in a centralized repository for ease of access and discoverability. The documentation is continuously updated to reflect the latest features and improvements, ensuring that developers have the most current information at their fingertips. See Microsoft Fabric REST API documentation  

We’re excited to share an important update we made to the Fabric Admin APIs. This enhancement is designed to simplify your automation experience. Now, you can manage both Power BI and the new Fabric items (previously referred to as artifacts) using the same set of APIs. Before this enhancement, you had to navigate using two different APIs—one for Power BI items and another for new Fabric items. That’s no longer the case. 

The APIs we’ve updated include GetItem , ListItems , GetItemAccessDetails , and GetAccessEntities . These enhancements mean you can now query and manage all your items through a single API call, regardless of whether they’re Fabric types or Power BI types. We hope this update makes your work more straightforward and helps you accomplish your tasks more efficiently. 

We’re thrilled to announce the public preview of the Microsoft Fabric workload development kit. This feature now extends to additional workloads and offers a robust developer toolkit for designing, developing, and interoperating with Microsoft Fabric using frontend SDKs and backend REST APIs. Introducing the Microsoft Fabric Workload Development Kit . 

The Microsoft Fabric platform now provides a mechanism for ISVs and developers to integrate their new and existing applications natively into Fabric’s workload hub. This integration provides the ability to add net new capabilities to Fabric in a consistent experience without leaving their Fabric workspace, thereby accelerating data driven outcomes from Microsoft Fabric. 

By downloading and leveraging the development kit , ISVs and software developers can build and scale existing and new applications on Microsoft Fabric and offer them via the Azure Marketplace without the need to ever leave the Fabric environment. 

The development kit provides a comprehensive guide and sample code for creating custom item types that can be added to the Fabric workspace. These item types can leverage the Fabric frontend SDKs and backend REST APIs to interact with other Fabric capabilities, such as data ingestion, transformation, orchestration, visualization, and collaboration. You can also embed your own data application into the Fabric item editor using the Fabric native experience components, such as the header, toolbar, navigation pane, and status bar. This way, you can offer consistent and seamless user experience across different Fabric workloads. 

This is a call to action for ISVs, software developers, and system integrators. Let’s leverage this opportunity to create more integrated and seamless experiences for our users. 

We’re excited about this journey and look forward to seeing the innovative workloads from our developer community. 

We are proud to announce the public preview of external data sharing. Sharing data across organizations has become a standard part of day-to-day business for many of our customers. External data sharing, built on top of OneLake shortcuts, enables seamless, in-place sharing of data, allowing you to maintain a single copy of data even when sharing data across tenant boundaries. Whether you’re sharing data with customers, manufacturers, suppliers, consultants, or partners; the applications are endless. 

How external data sharing works  

Sharing data across tenants is as simple as any other share operation in Fabric. To share data, navigate to the item to be shared, click on the context menu, and then click on External data share . Select the folder or table you want to share and click Save and continue . Enter the email address and an optional message and then click Send . 

The data consumer will receive an email containing a share link. They can click on the link to accept the share and access the data within their own tenant. 

Click here for more details about external data sharing . 

Following the release of OneLake data access roles in public preview, the OneLake team is excited to announce the availability of APIs for managing data access roles. These APIs can be used to programmatically manage granular data access for your lakehouses. Manage all aspects of role management such as creating new roles, editing existing ones, or changing memberships in a programmatic way.  

Do you have data stored on-premises or behind a firewall that you want to access and analyze with Microsoft Fabric? With OneLake shortcuts, you can bring on-premises or network-restricted data into OneLake, without any data movement or duplication. Simply install the Fabric on-premises data gateway and create a shortcut to your S3 compatible, Amazon S3, or Google Cloud Storage data source. Then use any of Fabric’s powerful analytics engines and OneLake open APIs to explore, transform, and visualize your data in the cloud. 

Try it out today and unlock the full potential of your data with OneLake shortcuts! 

Data Warehouse 

We are excited to announce Copilot for Data Warehouse in public preview! Copilot for Data Warehouse is an AI assistant that helps developers generate insights through T-SQL exploratory analysis. Copilot is contextualized your warehouse’s schema. With this feature, data engineers and data analysts can use Copilot to: 

• Generate T-SQL queries for data analysis.  
• Explain and add in-line code comments for existing T-SQL queries. 
• Fix broken T-SQL code. 
• Receive answers regarding general data warehousing tasks and operations. 

There are 3 areas where Copilot is surfaced in the Data Warehouse SQL Query Editor: 

• Code completions when writing a T-SQL query. 
• Chat panel to interact with the Copilot in natural language. 
• Quick action buttons to fix and explain T-SQL queries. 

Learn more about Copilot for Data Warehouse: aka.ms/data-warehouse-copilot-docs. Copilot for Data Warehouse is currently only available in the Warehouse. Copilot in the SQL analytics endpoint is coming soon. 

Unlocking Insights through Time: Time travel in Data warehouse (public preview)

As data volumes continue to grow in today’s rapidly evolving world of Artificial Intelligence, it is crucial to reflect on historical data. It empowers businesses to derive valuable insights that aid in making well-informed decisions for the future. Preserving multiple historical data versions not only incurred significant costs but also presented challenges in upholding data integrity, resulting in a notable impact on query performance. So, we are thrilled to announce the ability to query the historical data through time travel at the T-SQL statement level which helps unlock the evolution of data over time. 

The Fabric warehouse retains historical versions of tables for seven calendar days. This retention allows for querying the tables as if they existed at any point within the retention timeframe. Time travel clause can be included in any top level SELECT statement. For complex queries that involve multiple tables, joins, stored procedures, or views, the timestamp is applied just once for the entire query instead of specifying the same timestamp for each table within the same query. This ensures the entire query is executed with reference to the specified timestamp, maintaining the data’s uniformity and integrity throughout the query execution. 

From historical trend analysis and forecasting to compliance management, stable reporting and real-time decision support, the benefits of time travel extend across multiple business operations. Embrace the capability of time travel to navigate the data-driven landscape and gain a competitive edge in today’s fast-paced world of Artificial Intelligence. 

We are excited to announce not one but two new enhancements to the Copy Into feature for Fabric Warehouse: Copy Into with Entra ID Authentication and Copy Into for Firewall-Enabled Storage!

Entra ID Authentication  

When authenticating storage accounts in your environment, the executing user’s Entra ID will now be used by default. This ensures that you can leverage A ccess C ontrol L ists and R ole – B ased a ccess c ontrol to authenticate to your storage accounts when using Copy Into. Currently, only organizational accounts are supported.  

How to Use Entra ID Authentication  

• Ensure your Entra ID organizational account has access to the underlying storage and can execute the Copy Into statement on your Fabric Warehouse.  
• Run your Copy Into statement without specifying any credentials; the Entra ID organizational account will be used as the default authentication mechanism.  

Copy into firewall-enabled storage

The Copy Into for firewall-enabled storage leverages the trusted workspace access functionality ( Trusted workspace access in Microsoft Fabric (preview) – Microsoft Fabric | Microsoft Learn ) to establish a secure and seamless connection between Fabric and your storage accounts. Secure access can be enabled for both blob and ADLS Gen2 storage accounts. Secure access with Copy Into is available for warehouses in workspaces with Fabric Capacities (F64 or higher).  

To learn more about Copy into , please refer to COPY INTO (Transact-SQL) – Azure Synapse Analytics and Microsoft Fabric | Microsoft Learn  

We are excited to announce the launch of our new feature, Just in Time Database Attachment, which will significantly enhance your first experience, such as when connecting to the Datawarehouse or SQL endpoint or simply opening an item. These actions trigger the workspace resource assignment process, where, among other actions, we attach all necessary metadata of your items, Data warehouses and SQL endpoints, which can be a long process, particularly for workspaces that have a high number of items.  

This feature is designed to attach your desired database during the activation process of your workspace, allowing you to execute queries immediately and avoid unnecessary delays. However, all other databases will be attached asynchronously in the background while you are able to execute queries, ensuring a smooth and efficient experience. 

Data Engineering 

We are advancing Fabric Runtime 1.3 from an Experimental Public Preview to a full Public Preview. Our Apache Spark-based big data execution engine, optimized for both data engineering and science workflows, has been updated and fully integrated into the Fabric platform. 

The enhancements in Fabric Runtime 1.3 include the incorporation of Delta Lake 3.1, compatibility with Python 3.11, support for Starter Pools, integration with Environment and library management capabilities. Additionally, Fabric Runtime now enriches the data science experience by supporting the R language and integrating Copilot. 

We are pleased to share that the Native Execution Engine for Fabric Runtime 1.2 is currently available in public preview. The Native Execution Engine can greatly enhance the performance for your Spark jobs and queries. The engine has been rewritten in C++ and operates in columnar mode and uses vectorized processing. The Native Execution Engine offers superior query performance – encompassing data processing, ETL, data science, and interactive queries – all directly on your data lake. Overall, Fabric Spark delivers a 4x speed-up on the sum of execution time of all 99 queries in the TPC-DS 1TB benchmark when compared against Apache Spark.  This engine is fully compatible with Apache Spark™ APIs (including Spark SQL API). 

It is seamless to use with no code changes – activate it and go. Enable it in your environment for your notebooks and your SJDs. 

This feature is in the public preview, at this stage of the preview, there is no additional cost associated with using it. 

We are excited to announce the Spark Monitoring Run Series Analysis features, which allow you to analyze the run duration trend and performance comparison for Pipeline Spark activity recurring run instances and repetitive Spark run activities from the same Notebook or Spark Job Definition.   

• Run Series Comparison: Users can compare the duration of a Notebook run with that of previous runs and evaluate the input and output data to understand the reasons behind prolonged run durations.  
• Outlier Detection and Analysis: The system can detect outliers in the run series and analyze them to pinpoint potential contributing factors. 
• Detailed Run Instance Analysis: Clicking on a specific run instance provides detailed information on time distribution, which can be used to identify performance enhancement opportunities. 
• Configuration Insights : Users can view the Spark configuration used for each run, including auto-tuned configurations for Spark SQL queries in auto-tune enabled Notebook runs. 

You can access the new feature from the item’s recent runs panel and Spark application monitoring page. 

We are excited to announce that Notebook now supports the ability to tag others in comments, just like the familiar functionality of using Office products!   

When you select a section of code in a cell, you can add a comment with your insights and tag one or more teammates to collaborate or brainstorm on the specifics. This intuitive enhancement is designed to amplify collaboration in your daily development work. 

Moreover, you can easily configure the permissions when tagging someone who doesn’t have the permission, to make sure your code asset is well managed. 

We are thrilled to unveil a significant enhancement to the Fabric notebook ribbon, designed to elevate your data science and engineering workflows. 

In the new version, you will find the new Session connect control on the Home tab, and now you can start a standard session without needing to run a code cell. 

You can also easily spin up a High concurrency session and share the session across multiple notebooks to improve the compute resource utilization. And you can easily attach/leave a high concurrency session with a single click. 

The “ View session information ” can navigate you to the session information dialog, where you can find a lot of useful detailed information, as well as configure the session timeout. The diagnostics info is essentially helpful when you need support for notebook issues. 

Now you can easily access the powerful “ Data Wrangler ” on Home tab with the new ribbon! You can explore your data with the fancy low-code experience of data wrangler, and the pandas DataFrames and Spark DataFrames are all supported.   

We recently made some changes to the Fabric notebook metadata to ensure compliance and consistency: 

Notebook file content: 

• The keyword “trident” has been replaced with “dependencies” in the notebook content. This adjustment ensures consistency and compliance. 
• Notebook Git format: 
• The preface of the notebook has been modified from “# Synapse Analytics notebook source” to “# Fabric notebook source”. 
• Additionally, the keyword “synapse” has been updated to “dependencies” in the Git repo. 

The above changes will be marked as ‘uncommitted’ for one time if your workspace is connected to Git. No action is needed in terms of these changes , and there won’t be any breaking scenario within the Fabric platform . If you have any further updates or questions, feel free to share with us. 

We are thrilled to announce that the environment is now a generally available item in Microsoft Fabric. During this GA timeframe, we have shipped a few new features of Environment. 

• Git support  

The environment is now Git supported. You can check-in the environment into your Git repo and manipulate the environment locally with its YAML representations and custom library files. After updating the changes from local to Fabric portal, you can publish them by manual action or through REST API. 

• Deployment pipeline  

Deploying environments from one workspace to another is supported.  Now, you can deploy the code items and their dependent environments together from development to test and even production. 

With the REST APIs, you can have the code-first experience with the same abilities through Fabric portal. We provide a set of powerful APIs to ensure you the efficiency in managing your environment. You can create new environments, update libraries and Spark compute, publish the changes, delete an environment, attach the environment to a notebook, etc., all actions can be done locally in the tools of your choice. The article – Best practice of managing environments with REST API could help you get started with several real-world scenarios.  

• Resources folder   

Resources folder enables managing small resources in the development cycle. The files uploaded in the environment can be accessed from notebooks once they’re attached to the same environment. The manipulation of the files and folders of resources happens in real-time. It could be super powerful, especially when you are collaborating with others. 

Sharing your environment with others is also available. We provide several sharing options. By default, the view permission is shared. If you want the recipient to have access to view and use the contents of the environment, sharing without permission customization is the best option. Furthermore, you can grant editing permission to allow recipients to update this environment or grant share permission to allow recipients to reshare this environment with their existing permissions. 

We are excited to announce the REST api support for Fabric Data Engineering/Science workspace settings.  Data Engineering/Science settings allows users to create/manage their Spark compute, select the default runtime/default environment, enable or disable high concurrency mode or ML autologging.  

Now with the REST api support for the Data Engineering/Science settings, you would be able to  

• Choose the default pool for a Fabric Workspace 
• Configure the max nodes for Starter pools 
• Create/Update/Delete the existing Custom Pools, Autoscale and Dynamic allocation properties  
• Choose Workspace Default Runtime and Environment  
• Select a default runtime 
• Select the default environment for the Fabric workspace  
• Enable or Disable High Concurrency Mode 
• Enable or Disable ML Auto logging.  

Learn more about the Workspace Spark Settings API in our API documentation Workspace Settings – REST API (Spark) | Microsoft Learn  

We are excited to give you a sneak peek at the preview of User Data Functions in Microsoft Fabric. User Data Functions gives developers and data engineers the ability to easily write and run applications that integrate with resources in the Fabric Platform. Data engineering often presents challenges with data quality or complex data analytics processing in data pipelines, and using ETL tools may present limited flexibility and ability to customize to your needs. This is where User data functions can be used to run data transformation tasks and perform complex business logic by connecting to your data sources and other workloads in Fabric.  

During preview, you will be able to use the following features:  

• Use the Fabric portal to create new User Data Functions, view and test them.  
• Write your functions using C#.   
• Use the Visual Studio Code extension to create and edit your functions.  
• Connect to the following Fabric-native data sources: Data Warehouse, Lakehouse and Mirrored Databases.   

You can now create a fully managed GraphQL API in Fabric to interact with your data in a simple, flexible, and powerful way. We’re excited to announce the public preview of API for GraphQL, a data access layer that allows us to query multiple data sources quickly and efficiently in Fabric by leveraging a widely adopted and familiar API technology that returns more data with less client requests.  With the new API for GraphQL in Fabric, data engineers and scientists can create data APIs to connect to different data sources, use the APIs in their workflows, or share the API endpoints with app development teams to speed up and streamline data analytics application development in your business. 

You can get started with the API for GraphQL in Fabric by creating an API, attaching a supported data source, then selecting specific data sets you want to expose through the API. Fabric builds the GraphQL schema automatically based on your data, you can test and prototype queries directly in our graphical in-browser GraphQL development environment (API editor), and applications are ready to connect in minutes. 

Currently, the following supported data sources can be exposed through the Fabric API for GraphQL: 

• Microsoft Fabric Data Warehouse 
• Microsoft Fabric Lakehouse via SQL Analytics Endpoint 
• Microsoft Fabric Mirrored Databases via SQL Analytics Endpoint 

Click here to learn more about how to get started. 

Data Science 

As you may know, Copilot in Microsoft Fabric requires your tenant administrator to enable the feature from the admin portal. Starting May 20th, 2024, Copilot in Microsoft Fabric will be enabled by default for all tenants. This update is part of our continuous efforts to enhance user experience and productivity within Microsoft Fabric. This new default activation means that AI features like Copilot will be automatically enabled for tenants who have not yet enabled the setting.  

We are introducing a new capability to enable Copilot on Capacity level in Fabric. A new option is being introduced in the tenant admin portal, to delegate the enablement of AI and Copilot features to Capacity administrators.  This AI and Copilot setting will be automatically delegated to capacity administrators and tenant administrators won’t be able to turn off the delegation.   

We also have a cross-geo setting for customers who want to use Copilot and AI features while their capacity is in a different geographic region than the EU data boundary or the US. By default, the cross-geo setting will stay off and will not be delegated to capacity administrators automatically.  Tenant administrators can choose whether to delegate this to capacity administrators or not. 

Figure 1.  Copilot in Microsoft Fabric will be auto enabled and auto delegated to capacity administrators. 

Capacity administrators will see the “Copilot and Azure OpenAI Service (preview)” settings under Capacity settings/ Fabric Capacity / <Capacity name> / Delegated tenant settings. By default, the capacity setting will inherit tenant level settings. Capacity administrators can decide whether to override the tenant administrator’s selection. This means that even if Copilot is not enabled on a tenant level, a capacity administrator can choose to enable Copilot for their capacity. With this level of control, we make it easier to control which Fabric workspaces can utilize AI features like Copilot in Microsoft Fabric. 

To enhance privacy and trust, we’ve updated our approach to abuse monitoring: previously, we retained data from Copilot in Fabric, including prompt inputs and outputs, for up to 30 days to check for misuse. Following customer feedback, we’ve eliminated this 30-day retention. Now, we no longer store prompt related data, demonstrating our unwavering commitment to your privacy and security. We value your input and take your concerns seriously. 

Real-Time Intelligence 

This month includes the announcement of Real-Time Intelligence, the next evolution of Real-Time Analytics and Data Activator. With Real-Time Intelligence, Fabric extends to the world of streaming and high granularity data, enabling all users in your organization to collect, analyze and act on this data in a timeline manner making faster and more informed business decisions. Read the full announcement from Build 2024. 

Real-Time Intelligence includes a wide range of capabilities across ingestion, processing, analysis, transformation, visualization and taking action. All of this is supported by the Real-Time hub, the central place to discover and manage streaming data and start all related tasks.  

Read on for more information on each capability and stay tuned for a series of blogs describing the features in more detail. All features are in Public Preview unless otherwise specified. Feedback on any of the features can be submitted at https://aka.ms/rtiidea    

Ingest & Process  

• Introducing the Real-Time hub 
• Get Events with new sources of streaming and event data 
• Source from Real-Time Hub in Enhanced Eventstream  
• Use Real-Time hub to Get Data in KQL Database in Eventhouse 
• Get data from Real-Time Hub within Reflexes 
• Eventstream Edit and Live modes 
• Default and derived streams 
• Route data streams based on content 

Analyze & Transform  

• Eventhouse GA 
• Eventhouse OneLake availability GA 
• Create a database shortcut to another KQL Database 
• Support for AI Anomaly Detector  
• Copilot for Real-Time Intelligence 
• Tenant-level private endpoints for Eventhouse 

Visualize & Act  

• Visualize data with Real-Time Dashboards  
• New experience for data exploration 
• Create triggers from Real-Time Hub 
• Set alert on Real-time Dashboards 
• Taking action through Fabric Items 

Ingest & Process 

Real-Time hub is the single place for all data-in-motion across your entire organization. Several key features are offered in Real-Time hub: 

1. Single place for data-in-motion for the entire organization  

Real-Time hub enables users to easily discover, ingest, manage, and consume data-in-motion from a wide variety of sources. It lists all the streams and KQL tables that customers can directly act on. 

2. Real-Time hub is never empty  

All data streams in Fabric automatically show up in the hub. Also, users can subscribe to events in Fabric gaining insights into the health and performance of their data ecosystem. 

3. Numerous connectors to simplify data ingestion from anywhere to Real-Time hub  

Real-Time hub makes it easy for you to ingest data into Fabric from a wide variety of sources like AWS Kinesis, Kafka clusters, Microsoft streaming sources, sample data and Fabric events using the Get Events experience.  

There are 3 tabs in the hub:  

• Data streams : This tab contains all streams that are actively running in Fabric that user has access to. This includes all streams from Eventstreams and all tables from KQL Databases. 
• Microsoft sources : This tab contains Microsoft sources (that user has access to) and can be connected to Fabric. 
• Fabric events : Fabric now has event-driven capabilities to support real-time notifications and data processing. Users can monitor and react to events including Fabric Workspace Item events and Azure Blob Storage events. These events can be used to trigger other actions or workflows, such as invoking a data pipeline or sending a notification via email. Users can also send these events to other destinations via Event Streams. 

Learn More  

You can now connect to data from both inside and outside of Fabric in a mere few steps.  Whether data is coming from new or existing sources, streams, or available events, the Get Events experience allows users to connect to a wide range of sources directly from Real-Time hub, Eventstreams, Eventhouse and Data Activator.  

This enhanced capability allows you to easily connect external data streams into Fabric with out-of-box experience, giving you more options and helping you to get real-time insights from various sources. This includes Camel Kafka connectors powered by Kafka connect to access popular data platforms, as well as the Debezium connectors for fetching the Change Data Capture (CDC) streams. 

Using Get Events, bring streaming data from Microsoft sources directly into Fabric with a first-class experience.  Connectivity to notification sources and discrete events is also included, this enables access to notification events from Azure and other clouds solutions including AWS and GCP.  The full set of sources which are currently supported are: 

• Microsoft sources : Azure Event Hubs, Azure IoT hub 
• External sources : Google Cloud Pub/Sub, Amazon Kinesis Data Streams, Confluent Cloud Kafka 
• Change data capture databases : Azure SQL DB (CDC), PostgreSQL DB (CDC), Azure Cosmos DB (CDC), MySQL DB (CDC)  
• Fabric events : Fabric Workspace Item events, Azure Blob Storage events  

Learn More   

With enhanced Eventstream, you can now stream data not only from Microsoft sources but also from other platforms like Google Cloud, Amazon Kinesis, Database change data capture streams, etc. using our new messaging connectors. The new Eventstream also lets you acquire and route real-time data not only from stream sources but also from discrete event sources, such as: Azure Blob Storage events, Fabric Workspace Item events. 

To use these new sources in Eventstream, simply create an eventstream with choosing “Enhanced Capabilities (preview)”. 

You will see the new Eventstream homepage that gives you some choices to begin with. By clicking on the “Add external source”, you will find these sources in the Get events wizard that helps you to set up the source in a few steps. After you add the source to your eventstream, you can publish it to stream the data into your eventstream.  

Using Eventstream with discrete sources to turn events into streams for more analysis. You can send the streams to different Fabric data destinations, like Lakehouse and KQL Database. After the events are converted, a default stream will appear in Real-Time Hub. To turn them, click Edit on ribbon, select “Stream events” on the source node, and publish your eventstream. 

To transform the stream data or route it to different Fabric destinations based on its content, you can click Edit in ribbon and enter the Edit mode. There you can add event processing operators and destinations. 

With Real-Time hub embedded in KQL Database experience, each user in the tenant can view and add streams which they have access to and directly ingest it to a KQL Database table in Eventhouse.  

This integration provides each user in the tenant with the ability to access and view data streams they are permitted to. They can now directly ingest these streams into a KQL Database table in Eventhouse. This simplifies the data discovery and ingestion process by allowing users to directly interact with the streams. Users can filter data based on the Owner, Parent and Location and provides additional information such as Endorsement and Sensitivity. 

You can access this by clicking on the Get Data button from the Database ribbon in Eventhouse. 

This will open the Get Data wizard with Real-Time hub embedded. 

You can use events from Real-Time hub directly in reflex items as well. From within the main reflex UI, click ‘Get data’ in the toolbar: 

This will open a wizard that allows you to connect to new event sources or browse Real-Time Hub to use existing streams or system events. 

Search new stream sources to connect to or select existing streams and tables to be ingested directly by Reflex. 

You then have access to the full reflex modeling experience to build properties and triggers over any events from Real-Time hub.  

Eventstream offers two distinct modes, Edit and Live, to provide flexibility and control over the development process of your eventstream. If you create a new Eventstream with Enhanced Capabilities enabled, you can modify it in an Edit mode. Here, you can design stream processing operations for your data streams using a no-code editor. Once you complete the editing, you can publish your Eventstream and visualize how it starts streaming and processing data in Live mode .   

In Edit mode, you can:   

• Make changes to an Eventstream without implementing them until you publish the Eventstream. This gives you full control over the development process.  
• Avoid test data being streamed to your Eventstream. This mode is designed to provide a secure environment for testing without affecting your actual data streams. 

For Live mode, you can :  

• Visualize how your Eventstream streams, transforms, and routes your data streams to various destinations after publishing the changes.  
• Pause the flow of data on selected sources and destinations, providing you with more control over your data streams being streamed into your Eventstream.  

When you create a new Eventstream with Enhanced Capabilities enabled, you can now create and manage multiple data streams within Eventstream, which can then be displayed in the Real-Time hub for others to consume and perform further analysis.  

There are two types of streams:   

• Default stream : Automatically generated when a streaming source is added to Eventstream. Default stream captures raw event data directly from the source, ready for transformation or analysis.  
• Derived stream : A specialized stream that users can create as a destination within Eventstream. Derived stream can be created after a series of operations such as filtering and aggregating, and then it’s ready for further consumption or analysis by other users in the organization through the Real-Time Hub.  

The following example shows that when creating a new Eventstream a default stream alex-es1-stream is automatically generated. Subsequently, a derived stream dstream1 is added after an Aggregate operation within the Eventstream. Both default and derived streams can be found in the Real-Time hub.  

Customers can now perform stream operations directly within Eventstream’s Edit mode, instead of embedding in a destination. This enhancement allows you to design stream processing logics and route data streams in the top-level canvas. Custom processing and routing can be applied to individual destinations using built-in operations, allowing for routing to distinct destinations within the Eventstream based on different stream content. 

These operations include:  

• Aggregate : Perform calculations such as SUM, AVG, MIN, and MAX on a column of values and return a single result. 
• Expand : Expand array values and create new rows for each element within the array.  
• Filter : Select or filter specific rows from the data stream based on a condition. 
• Group by : Aggregate event data within a certain time window, with the option to group one or more columns.  
• Manage Fields : Customize your data streams by adding, removing, or changing data type of a column.  
• Union : Merge two or more data streams with shared fields (same name and data type) into a unified data stream.  

Analyze & Transform 

Eventhouse, a cutting-edge database workspace meticulously crafted to manage and store event-based data, is now officially available for general use. Optimized for high granularity, velocity, and low latency streaming data, it incorporates indexing and partitioning for structured, semi-structured, and free text data. With Eventhouse, users can perform high-performance analysis of big data and real-time data querying, processing billions of events within seconds. The platform allows users to organize data into compartments (databases) within one logical item, facilitating efficient data management.  

Additionally, Eventhouse enables the sharing of compute and cache resources across databases, maximizing resource utilization. It also supports high-performance queries across databases and allows users to apply common policies seamlessly. Eventhouse offers content-based routing to multiple databases, full view lineage, and high granularity permission control, ensuring data security and compliance. Moreover, it provides a simple migration path from Azure Synapse Data Explorer and Azure Data Explorer, making adoption seamless for existing users. 

Engineered to handle data in motion, Eventhouse seamlessly integrates indexing and partitioning into its storing process, accommodating various data formats. This sophisticated design empowers high-performance analysis with minimal latency, facilitating lightning-fast ingestion and querying within seconds. Eventhouse is purpose-built to deliver exceptional performance and efficiency for managing event-based data across diverse applications and industries. Its intuitive features and seamless integration with existing Azure services make it an ideal choice for organizations looking to leverage real-time analytics for actionable insights. Whether it’s analyzing telemetry and log data, time series and IoT data, or financial records, Eventhouse provides the tools and capabilities needed to unlock the full potential of event-based data. 

We’re excited to announce that OneLake availability of Eventhouse in Delta Lake format is Generally Available. 

Delta Lake  is the unified data lake table format chosen to achieve seamless data access across all compute engines in Microsoft Fabric. 

The data streamed into Eventhouse is stored in an optimized columnar storage format with full text indexing and supports complex analytical queries at low latency on structured, semi-structured, and free text data. 

Enabling data availability of Eventhouse in OneLake means that customers can enjoy the best of both worlds: they can query the data with high performance and low latency in their  Eventhouse and query the same data in Delta Lake format via any other Fabric engines such as Power BI Direct Lake mode, Warehouse, Lakehouse, Notebooks, and more. 

To learn more, please visit https://learn.microsoft.com/en-gb/fabric/real-time-analytics/one-logical-copy 

A database shortcut in Eventhouse is an embedded reference to a source database. The source database can be one of the following: 

• (Now Available) A KQL Database in Real-Time Intelligence  
• An Azure Data Explorer database  

The behavior exhibited by the database shortcut is similar to that of a follower database  

The owner of the source database, the data provider, shares the database with the creator of the shortcut in Real-Time Intelligence, the data consumer. The owner and the creator can be the same person. The database shortcut is attached in read-only mode, making it possible to view and run queries on the data that was ingested into the source KQL Database without ingesting it.  

This helps with data sharing scenarios where you can share data in-place either within teams, or even with external customers.  

AI Anomaly Detector is an Azure service for high quality detection of multivariate and univariate anomalies in time series. While the standalone version is being retired October 2026, Microsoft open sourced the anomaly detection core algorithms and they are now supported in Microsoft Fabric. Users can leverage these capabilities in Data Science and Real-Time Intelligence workload. AI Anomaly Detector models can be trained in Spark Python notebooks in Data Science workload, while real time scoring can be done by KQL with inline Python in Real-Time Intelligence. 

We are excited to announce the Public Preview of Copilot for Real-Time Intelligence. This initial version includes a new capability that translates your natural language questions about your data to KQL queries that you can run and get insights.  

Your starting point is a KQL Queryset, that is connected to a KQL Database, or to a standalone Kusto database:  

Simply type the natural language question about what you want to accomplish, and Copilot will automatically translate it to a KQL query you can execute. This is extremely powerful for users who may be less familiar with writing KQL queries but still want to get the most from their time-series data stored in Eventhouse. 

Stay tuned for more capabilities from Copilot for Real-Time Intelligence!   

Customers can increase their network security by limiting access to Eventhouse at a tenant-level, from one or more virtual networks (VNets) via private links. This will prevent unauthorized access from public networks and only permit data plane operations from specific VNets.  

Visualize & Act 

Real-Time Dashboards have a user-friendly interface, allowing users to quickly explore and analyze their data without the need for extensive technical knowledge. They offer a high refresh frequency, support a range of customization options, and are designed to handle big data.  

The following visual types are supported, and can be customized with the dashboard’s user-friendly interface: 

You can also define conditional formatting rules to format the visual data points by their values using colors, tags, and icons. Conditional formatting can be applied to a specific set of cells in a predetermined column or to entire rows, and lets you easily identify interesting data points. 

Beyond the support visual, Real-Time Dashboards provide several capabilities to allow you to interact with your data by performing slice and dice operations for deeper analysis and gaining different viewpoints. 

• Parameters are used as building blocks for dashboard filters and can be added to queries to filter the data presented by visuals. Parameters can be used to slice and dice dashboard visuals either directly by selecting parameter values in the filter bar or by using cross-filters. 
• Cross filters allow you to select a value in one visual and filter all other visuals on that dashboard based on the selected data point. 
• Drillthrough capability allows you to select a value in a visual and use it to filter the visuals in a target page in the same dashboard. When the target page opens, the value is pushed to the relevant filters.    

Real-Time Dashboards can be shared broadly and allow multiple stakeholders to view dynamic, real time, fresh data while easily interacting with it to gain desired insights. 

Directly from a real-time dashboard, users can refine their exploration using a user-friendly, form-like interface. This intuitive and dynamic experience is tailored for insights explorers craving insights based on real-time data. Add filters, create aggregations, and switch visualization types without writing queries to easily uncover insights.  

With this new feature, insights explorers are no longer bound by the limitations of pre-defined dashboards. As independent explorers, they have the freedom for ad-hoc exploration, leveraging existing tiles to kickstart their journey. Moreover, they can selectively remove query segments, and expand their view of the data landscape.  

Dive deep, extract meaningful insights, and chart actionable paths forward, all with ease and efficiency, and without having to write complex KQL queries.  

Data Activator allows you to monitor streams of data for various conditions and set up actions to be taken in response. These triggers are available directly within the Real-Time hub and in other workloads in Fabric. When the condition is detected, an action will automatically be kicked off such as sending alerts via email or Teams or starting jobs in Fabric items.  

When you browse the Real-Time Hub, you’ll see options to set triggers in the detail pages for streams. 

Selecting this will open a side panel where you can configure the events you want to monitor, the conditions you want to look for in the events, and the action you want to take while in the Real-Time hub experience. 

Completing this pane creates a new reflex item with a trigger that monitors the selected events and condition for you. Reflexes need to be created in a workspace supported by a Fabric or Power BI Premium capacity – this can be a trial capacity so you can get started with it today! 

Data Activator has been able to monitor Power BI report data since it was launched, and we now support monitoring of Real-Time Dashboard visuals in the same way.

From real-time dashboard tiles you can click the ellipsis (…) button and select “Set alert”

This opens the embedded trigger pane, where you can specify what conditions, you are looking for. You can choose whether to send email or Teams messages as the alert when these conditions are met.

When creating a new reflex trigger, from Real-time Hub or within the reflex item itself, you’ll notice a new ‘Run a Fabric item’ option in the Action section. This will create a trigger that starts a new Fabric job whenever its condition is met, kicking off a pipeline or notebook computation in response to Fabric events. A common scenario would be monitoring Azure Blob storage events via Real-Time Hub, and running data pipeline jobs when Blog Created events are detected. 

This capability is extremely powerful and moves Fabric from a scheduled driven platform to an event driven platform.  

Pipelines, spark jobs, and notebooks are just the first Fabric items we’ll support here, and we’re keen to hear your feedback to help prioritize what else we support. Please leave ideas and votes on https://aka.ms/rtiidea and let us know! 

Real-Time Intelligence, along with the Real-Time hub, revolutionizes what’s possible with real-time streaming and event data within Microsoft Fabric.  

Learn more and try it today https://aka.ms/realtimeintelligence   

Data Factory 

Dataflow gen2 .

We are thrilled to announce that the Power Query SDK is now generally available in Visual Studio Code! This marks a significant milestone in our commitment to providing developers with powerful tools to enhance data connectivity and transformation. 

The Power Query SDK is a set of tools that allow you as the developer to create new connectors for Power Query experiences available in products such as Power BI Desktop, Semantic Models, Power BI Datamarts, Power BI Dataflows, Fabric Dataflow Gen2 and more. 

This new SDK has been in public preview since November of 2022, and we’ve been hard at work improving this experience which goes beyond what the previous Power Query SDK in Visual Studio had to offer.  

The latest of these biggest improvements was the introduction of the Test Framework in March of 2024 that solidifies the developer experience that you can have within Visual Studio Code and the Power Query SDK for creating a Power Query connector. 

The Power Query SDK extension for Visual Studio will be deprecated by June 30, 2024, so we encourage you to give this new Power Query SDK in Visual Studio Code today if you haven’t.  

To get started with the Power Query SDK in Visual Studio Code, simply install it from the Visual Studio Code Marketplace . Our comprehensive documentation and tutorials are available to help you harness the full potential of your data. 

Join our vibrant community of developers to share insights, ask questions, and collaborate on exciting projects. Our dedicated support team is always ready to assist you with any queries. 

We look forward to seeing the innovative solutions you’ll create with the Power Query SDK in Visual Studio Code. Happy coding! 

Introducing a convenient enhancement to the Dataflows Gen2 Refresh History experience! Now, alongside the familiar “X” button in the Refresh History screen, you’ll find a shiny new Refresh Button . This small but mighty addition empowers users to refresh the status of their dataflow refresh history status without the hassle of exiting the refresh history and reopening it. Simply click the Refresh Button , and voilà! Your dataflow’s refresh history status screen is updated, keeping you in the loop with minimal effort. Say goodbye to unnecessary clicks and hello to streamlined monitoring! 

• [New] OneStream : The OneStream Power Query Connector enables you to seamlessly connect Data Factory to your OneStream applications by simply logging in with your OneStream credentials. The connector uses your OneStream security, allowing you to access only the data you have based on your permissions within the OneStream application. Use the connector to pull cube and relational data along with metadata members, including all their properties. Visit OneStream Power BI Connector to learn more. Find this connector in the other category. 

Data workflows  

We are excited to announce the preview of ‘Data workflows’, a new feature within the Data Factory that revolutionizes the way you build and manage your code-based data pipelines. Powered by Apache Airflow, Data workflows offer seamless authoring, scheduling, and monitoring experience for Python-based data processes defined as Directed Acyclic Graphs (DAGs). This feature brings a SaaS-like experience to running DAGs in a fully managed Apache Airflow environment, with support for autoscaling , auto-pause , and rapid cluster resumption to enhance cost-efficiency and performance.  

It also includes native cloud-based authoring capabilities and comprehensive support for Apache Airflow plugins and libraries. 

To begin using this feature: 

• Access the Microsoft Fabric Admin Portal. 
• Navigate to Tenant Settings. 

Under Microsoft Fabric options, locate and expand the ‘Users can create and use Data workflows (preview)’ section. Note: This action is necessary only during the preview phase of Data workflows. 

2. Create a new Data workflow within an existing or new workspace. 

3. Add a new Directed Acyclic Graph (DAG) file via the user interface. 

4.  Save your DAG(s). 

5. Use Apache Airflow monitoring tools to observe your DAG executions. In the ribbon, click on Monitor in Apache Airflow. 

For additional information, please consult the product documentation .   If you’re not already using Fabric capacity, consider signing up for the Microsoft Fabric free trial to evaluate this feature. 

Data Pipelines 

We are excited to announce a new feature in Fabric that enables you to create data pipelines to access your firewall-enabled Azure Data Lake Storage Gen2 (ADLS Gen2) accounts. This feature leverages the workspace identity to establish a secure and seamless connection between Fabric and your storage accounts. 

With trusted workspace access, you can create data pipelines to your storage accounts with just a few clicks. Then you can copy data into Fabric Lakehouse and start analyzing your data with Spark, SQL, and Power BI. Trusted workspace access is available for workspaces in Fabric capacities (F64 or higher). It supports organizational accounts or service principal authentication for storage accounts. 

How to use trusted workspace access in data pipelines  

Create a workspace identity for your Fabric workspace. You can follow the guidelines provided in Workspace identity in Fabric . 

Configure resource instance rules for the Storage account that you want to access from your Fabric workspace. Resource instance rules for Fabric workspaces can only be created through ARM templates. Follow the guidelines for configuring resource instance rules for Fabric workspaces here . 

Create a data pipeline to copy data from the firewall enabled ADLS gen2 account to a Fabric Lakehouse. 

To learn more about how to use trusted workspace access in data pipelines, please refer to Trusted workspace access in Fabric . 

We hope you enjoy this new feature for your data integration and analytics scenarios. Please share your feedback and suggestions with us by leaving a comment here. 

Introducing Blob Storage Event Triggers for Data Pipelines 

A very common use case among data pipeline users in a cloud analytics solution is to trigger your pipeline when a file arrives or is deleted. We have introduced Azure Blob storage event triggers as a public preview feature in Fabric Data Factory Data Pipelines. This utilizes the Fabric Reflex alerts capability that also leverages Event Streams in Fabric to create event subscriptions to your Azure storage accounts. 

Parent/Child pipeline pattern monitoring improvements

Today, in Fabric Data Factory Data Pipelines, when you call another pipeline using the Invoke Pipeline activity, the child pipeline is not visible in the monitoring view. We have made updates to the Invoke Pipeline activity so that you can view your child pipeline runs. This requires an upgrade to any pipelines that you have in Fabric that already use the current Invoke Pipeline activity. You will be prompted to upgrade when you edit your pipeline and then provide a connection to your workspace to authenticate. Another additional new feature that will light up with this invoke pipeline activity update is the ability to invoke pipeline across workspaces in Fabric. 

We are excited to announce the availability of the Fabric Spark job definition activity for data pipelines. With this new activity, you will be able to run a Fabric Spark Job definition directly in your pipeline. Detailed monitoring capabilities of your Spark Job definition will be coming soon!  

To learn more about this activity, read https://aka.ms/SparkJobDefinitionActivity  

We are excited to announce the availability of the Azure HDInsight activity for data pipelines. The Azure HDInsight activity allows you to execute Hive queries, invoke a MapReduce program, execute Pig queries, execute a Spark program, or a Hadoop Stream program. Invoking either of the 5 activities can be done in a singular Azure HDInsight activity, and you can invoke this activity using your own or on-demand HDInsight cluster. 

To learn more about this activity, read https://aka.ms/HDInsightsActivity  

We are thrilled to share the new Modern Get Data experience in Data Pipeline to empower users intuitively and efficiently discover the right data, right connection info and credentials.   

In the data destination, users can easily set destination by creating a new Fabric item or creating another destination or selecting existing Fabric item from OneLake data hub. 

In the source tab of Copy activity, users can conveniently choose recent used connections from drop down or create a new connection using “More” option to interact with Modern Get Data experience. 

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