SharePoint: Integrating with Access

Learn how to integrate Microsoft Access with SharePoint to make data-rich applications. Discover how to align data, build views in SharePoint, generate Excel reports, and more.

Using the user-friendly data input features of SharePoint Online—along with an Access database—you can build business apps that mobilize workflows and create easy-to-manage databases. In this course, learn how to integrate Access with SharePoint to make data-rich applications. Instructor Robin Hunt shares strategies and techniques that can help you work smarter with these two programs. Robin explains how to align data between SharePoint and Access and set up alerts from Access. She also covers how to build forms and reports for your integration—including how to create views that recreate some of your most valuable reports; how to build views for data in SharePoint; how to generate Excel reports for SharePoint; and how to finalize a database for production.

Introduction

• Welcome
• What you should know
• Exercise files

1. Aligning Data between SharePoint and Access

• Building an Access table
• Building a SharePoint list
• Linking a SharePoint list to Access
• Exporting a table to SharePoint
• Considerations

2. Connecting SharePoint to Access

• Connecting lists and tables
• Syncing data options
• Adding lookups in SharePoint
• Calculating in SharePoint
• Refreshing and relinking tables in Access
• Setting up alerts from Access

3. Building Forms for Your Integration

• Adding new forms in Access
• Creating macros to open lists
• Modifying Access forms

4. Building Reports for Your Integration

• Working with views
• Modifying existing views using [Me]
• Updating a database to have people pickers
• Converting reports to views
• Exporting reports to SharePoint
• Filtering and saving views

5. Building Views for Data in SharePoint

• Building calendar views
• Building Gantt views
• Building Promoted Links
• Adding images to Promoted Links
• Adding page navigation

6. Generating Excel Reports for SharePoint

• Linking data to Excel
• Building Excel charts and interaction
• Loading an Excel file to SharePoint

7. Finalizing the Database for Production

• Importing production tables
• Creating queries to update data
• Making a database downloadable
• Sharing with permissions

Conclusion

• Next steps