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LinkedIn Learning

SharePoint for Enterprise: Data Management

via LinkedIn Learning

Overview

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

Syllabus

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  • The folder paradigm is out of date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

Taught by

Phil Gold

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4.7 rating at LinkedIn Learning based on 149 ratings

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