Microsoft Data: SharePoint, Power Platform, Access, Excel

Learn how to work effectively and efficiently with data across the Microsoft Office 365 and Power Platform applications.

Introduction

• Using the right tool to do the job

1. Meet the Tools

• Create spreadsheets in Excel
• Manage relational databases in Access
• Use multiple data types in SharePoint
• Managing across the enterprise with the Dataverse

2. How Do You Decide Which Application to Use?

• Know your purpose
• Know your audience
• Know your scope

3. Capturing Data in Microsoft

• Inputting data in Microsoft
• Storing information
• Viewing data in Excel
• Creating custom SharePoint views
• Managing permissions and security

4. Tables: Excel, Word, or PowerPoint?

• Performing calculations
• Formatting tables
• Linking sources
• Assessing strengths and weaknesses

5. Charts and Graphs

• Creating charts and graphs in Excel
• SharePoint charting features and limitations
• Charts and graphs in PowerPoint and Word

6. Add-Ons for Microsoft Applications

• Expand charting to multiple data sources with PowerPivot
• Power BI for detailed reporting from multiple data sources
• SharePoint Syntex for AI document analysis

7. Recommendations and Best Practices

• Dynamically embed and update data
• Leverage ability of Office 365 to work between tools
• The importance of formatting

Conclusion

• Where to go from here