Power User - SharePoint Listsfiles.meetup.com/17651662/Power User - SharePoint Lists -...
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Super User Series: SharePoint Lists (Power User/Site Owner Focus) Nicholas Miller SharePoint Architect & Developer
Transcript of Power User - SharePoint Listsfiles.meetup.com/17651662/Power User - SharePoint Lists -...
Super User Series:SharePoint Lists
(Power User/Site Owner Focus)
Nicholas Miller
SharePoint Architect & Developer
What are SharePoint Lists?
Differences between SharePoint Lists and Excel Workbooks
How to create a list
Are Libraries lists?
Default types of Lists & Libraries in SP 2013
Examples of lists
Preview of Lists forms using InfoPath 2013 (time permitting)
Questions
Agenda
Slide 2
You can think of lists found in Microsoft SharePoint as spreadsheets that you can your coworkers can simultaneously use on the Internet. SharePoint lists represent editable, web-based tables that facilitate concurrent, multiuser interactions against a common, centralized, extensible set of columns and rows.
They empower you to provision your own repositories of structured information in which list items behave like rows consisting of self-labeled columns. All of the webpages needed to create, review, update, delete, and manage a list and its data are automatically and dynamically generated by SharePoint.
The SharePoint List is the oldest, and most robust object SharePoint has to offer. Everything in SharePoint is based off of the SharePoint List object.
Toby BianchiSupport Escalation EngineerSharePoint Online – Microsoft
What are SharePoint Lists?
Slide 3
SharePoint Lists Excel Spreadsheets on SharePoint
When a list is created, multiple users on the team can co-author,
access, change, and update this list simultaneously.
Every time a change is made to workbook, a new version of
the spreadsheet is saved. The only way to notify is through
SharePoint Alerts, or an e-mail. Only 1 person can make a
change at a time.
List items can be linked/synced with Outlook to specific users
and become a task
N/A
Relative Links can be linked/synced to other lists in SharePoint
without having to refresh formulas
Formulas have to be refreshed
Lists remain in the browser and versioning leaves an audit trail
of all metadata changes
Spreadsheets can be edited, but the file has to be resaved;
versioning only shows it was saved by the user, on that
date/time, but no information about the changes
Lists can contain Links (URLs) to other SharePoint pages that
contain information, documents, lists, or emails related to the
project, or website
URLs can be created, but manually. If the link changes, then
the links in the spreadsheets have to updated, manually.
No compatibility issues Compatibility can be an issue when editing .xlsx spreadsheet
using the Excel 2003 client
Enhanced views of the data are easily created to show unique
characteristics and are easily manipulated
N/A (hide columns/rows)
New items are entered in a customizable user interface, i.e. data
entry form, InfoPath list form, custom content type list forms.
New items, or edits, are entered in a column fashion.
SharePoint Lists and Excel Workbooks:
What’s the difference?
Slide 4
Through the browser via Site Contents & add an app
Custom List (Automatically creates with a standard view of the list)
Custom List in Datasheet View (Automatically creates with a Datasheet view of the list)
Import Spreadsheet
Allows you to import a spreadsheet from an Excel workbook
Through Excel
After creating a Table in excel, click “Table Tools—Design”, Export in ribbon, and export table to SharePoint List
How do I create a list?
Slide 5
There are Multiple ways to create a SharePoint List
Custom List & Custom List
in Datasheet View
Slide 6
From the Site Contents Menu, Click “add an app”
TIP: You can click the SharePoint gear icon and select “Site Contents”
In the Noteworthy section on top you will see “Custom List”,
Click that tile, name your list, and click “Create”.
Note: Do not use spaces in the name, as it will add %20 for every character space; you will be able to change the Display Name of the list after its creation.
Custom List
Slide 7
Newly Created Custom List
Slide 8
You will need to use the search box and search for “Custom”
Click the tile highlighted below, name your list, and click “Create”.
Note: Do not use spaces in the name, as it will add %20 for every character space; you will be able to change the Display Name of the list after its creation.
Custom List in Datasheet View
Slide 9
Newly Created
Custom List in Datasheet View
Slide 10
You will need to use the search box and search for “Import”
Click the Import Spreadsheet tile
Import Spreadsheet
Slide 11
Name your list, Browse to the location of your spreadsheet, and
click “Import”.
Note: Do not use spaces in the name, as it will add %20 for every character space; you will be able to change the Display Name of the list after its creation.
Import Spreadsheet
Slide 12
Import Spreadsheet
Slide 13
Newly Imported Spreadsheet
Slide 14
Export table from Excel to SharePoint
Slide 15
Export table from Excel to SharePoint
Slide 16
Export table from Excel to SharePoint
Slide 17
Newly exported Excel table into
SharePoint
Slide 18
Through the browser via Site Contents & add an app
Custom List (Automatically creates with a standard view of the list)
Custom List in Datasheet View (Automatically creates with a Datasheet view of the list)
Import Spreadsheet
Allows you to import a spreadsheet from an Excel workbook
Through Excel
After creating a Table in excel, click “Table Tools—Design”, Export in ribbon, and export table to SharePoint List
Demonstration:
How do I create a list?
Slide 19
Click each Below to access “Add an App” via Site Contents
Libraries can be thought of as a list of files. While lists provide an effective way to work with all types of data, SharePoint libraries function similarly for documents and forms, such as Microsoft Office Word documents.
Using SharePoint document libraries, you can filter and group documents as well as view metadata for documents stored in the library.
Are Libraries lists?
Slide 20
Lists
Announcements
Calendar
Circulations
Contacts
Custom
Custom list in Datasheet view
Discussion Board
External List
Import Spreadsheet
Issue Tracking
Default SharePoint 2013 Lists & Libraries
Slide 21
KPI List
Languages & Translators
Links
Microsoft IME Dictionary
PerformancePoint Content
Project Tasks
Promoted Links
Status List
Survey
Tasks
Libraries
Asset
Dashboards
Data Connections
Document
Form
Picture
Record
Report
Process Diagram
Wiki Page
Descriptions of each can be found here:http://wiki.plexhosted.com/kb/Microsoft_SharePoint_2013:Default_Lists_and_Libraries
