SharePoint for Enterprise: Data Management

Learn how to use lists, libraries, and views properly to manage SharePoint data.

Introduction

• Improve your data management strategy

1. Understanding Digital Information

• The folder paradigm is out of date
• What is metadata?
• The power of metadata

2. Common SharePoint Challenges

• Libraries often mirror existing structures
• People don’t understand version control
• People store spreadsheets rather than using lists

3. How Can You Use Metadata for Your SharePoint Site?

• Understanding your data
• Understanding how the data is used
• Metadata structure for libraries

4. Metadata in SharePoint Lists

• Lists instead of spreadsheets
• Adding "choice" columns to capture metadata
• Lookup columns
• Calculating columns

5. 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

6. 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

7. 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