Microsoft Data: SharePoint, Power Platform, Access, Excel
1h 25mIntermediate2021-12-16
Authors
Phil Gold
Senior-Level Learning and Development Professional
Course details
Sometimes, people aren’t sure which tool in Office 365 will be best for their data needs. This course offers you a data showdown for Microsoft applications. Senior-level learning and development professional Phil Gold dives into how data works in the various Microsoft applications and helps you understand how to choose the right application for your data needs. This includes exploring the Dataverse (more formally known as the Common Data Service) as well as how to move data among various Microsoft applications. After introducing the tools you can choose from, Phil goes over how to determine which application to use. Then he walks you through several common data tasks, including capturing data in Microsoft; building tables and performing a variety of functions in them; creating charts and graphs; and using add-ons. Plus, Phil gives you some useful recommendations and best practices to get the most out of the tool you choose.
Skills covered
Power AutomateMicrosoft AccessCloud StorageSharePointPower BIPersonal Productivity SoftwareMicrosoft ExcelCloud ServicesCloud ComputingBusiness Software and ToolsMicrosoftDeep Dive (X:Y)
Concepts
0. Introduction
- 01 - Using the right tool to do the job
1. Meet the Tools
- 02 - Create spreadsheets in Excel
- 03 - Manage relational databases in Access
- 04 - Use multiple data types in SharePoint
- 05 - Managing across the enterprise with the Dataverse
2. How Do You Decide Which Application to Use
- 06 - Know your purpose
- 07 - Know your audience
- 08 - Know your scope
3. Capturing Data in Microsoft
- 09 - Inputting data in Microsoft
- 10 - Storing information
- 11 - Viewing data in Excel
- 12 - Creating custom SharePoint views
- 13 - Managing permissions and security
4. Tables - Excel, Word, or PowerPoint
- 14 - Performing calculations
- 15 - Formatting tables
- 16 - Linking sources
- 17 - Assessing strengths and weaknesses
5. Charts and Graphs
- 18 - Creating charts and graphs in Excel
- 19 - SharePoint charting features and limitations
- 20 - Charts and graphs in PowerPoint and Word
6. Add-Ons for Microsoft Applications
- 21 - Expand charting to multiple data sources with PowerPivot
- 22 - Power BI for detailed reporting from multiple data sources
- 23 - SharePoint Syntex for AI document analysis
7. Recommendations and Best Practices
- 24 - Dynamically embed and update data
- 25 - Leverage ability of Office 365 to work between tools
- 26 - The importance of formatting
Conclusion
- 27 - Where to go from here