SharePoint for Enterprise: Data Management
1h 42mIntermediate2020-12-14
Authors
Phil Gold
Senior-Level Learning and Development Professional
Course details
Managing data is key to making SharePoint effective and accurate in reporting. In this course, Philip Gold explores the best practices for data management inside SharePoint, and across all SharePoint sites. Learn about the importance of metadata, and how well-formatted lists can perform the heavy lifting you used to do in Excel spreadsheets. Find out how to adjust permissions for sensitive libraries, and use version control to make sure no change is ever irrecoverable. Philip also shows how to create more dynamic views that allow users to sort and filter results, and integrate Excel and Project into your SharePoint data management workflow.
Skills covered
SharePointEnterprise Content ManagementData Resource ManagementDatabase ManagementCloud ServicesNetwork and System AdministrationCloud ComputingMicrosoftDeep Dive (X:Y)
Concepts
Introduction
- Improve your data management strategy
Understanding Digital Information
- The folder paradigm is out of date
- What is metadata
- The power of metadata
Common SharePoint Challenges
- Libraries often mirror existing structures
- People don’t understand version control
- People store spreadsheets rather than using lists
How Can You Use Metadata for Your SharePoint Site
- Understanding your data
- Understanding how the data is used
- Metadata structure for libraries
Metadata in SharePoint Lists
- Lists instead of spreadsheets
- Adding 'choice' columns to capture metadata
- Lookup columns
- Calculating columns
Smarter Document Libraries
- What do lists and libraries have in common
- Permission protection for access and editing
- Co-editing and checkout_check-in
- Using version control instead of multiple versions
- Restoring old versions
Getting the Most Out of Views
- Creating multiple views
- Sorting and grouping results in a view
- Totaling and counting results in a view
- Filtering results
- Staging views on pages
Integrating with Other Office Applications
- Exporting from Excel to SharePoint
- Importing to SharePoint from Excel
- Exporting from SharePoint to Excel
- Linking to Microsoft Project
Conclusion
- Next steps