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Showing posts with the label 0365 applications

[SharePoint] Creating a SharePoint Survey

  1. On your SharePoint homepage, click the settings icon located on the upper right corner of the page. 2. Click Add a page. 3. Type 'survey' in the search bar. Select Survey . 4. Enter a name for your survey. Click Create . 5. Your survey will appear in the gallery. 6. When you click the survey, you will be redirected to the survey page.  7. Click Settings and select Add Questions. 8. Type your survey question and select the type of answer. 9. Click Next question to add more questions for your survey. 10. Once you are done adding all the questions, click  Finish . 11. Provide the link to the responders and ask them to click on  Respond to this Survey to start the survey. 12. You will see more survey options by checking the 'Survey Settings'.

[Power BI] Connecting SharePoint Excel File to Power BI (Web version)

Requirement : Auto-update of Power BI report when an excel file in SharePoint is updated. Assumptions : Power BI is already installed. User has general knowledge in SharePoint and Power BI. Level : Beginner Connecting SharePoint Excel File 1. Sign into  https://powerbi.microsoft.com . 2. On the Power BI homepage, click Get data located on the lower left corner of the page.  3. You will be given options where to get the data you will use in your report. Select  Files . 4. From the displayed options, select SharePoint - Team Sites. 5. You will be asked to enter the URL to connect to. Enter the root URL of the SharePoint site where the excel file you will use is saved. 6. The list of SharePoint folders will be displayed.  7. Select the excel file from the SharePoint list. Click Connect . 8. Click Import . 9. On the homepage, click Create and select Pick a published dataset. 10. Select the file that you want to use from the list and click Create . 11. You are now ready...

[SharePoint] Creating a List

SharePoint List provides flexible ways to store and display information in the form of a list similar to a database or spreadsheet. Assumptions : User has Full Control/Modify Access in SharePoint Intended Audience :  Someone new to SharePoint Online Level :  Beginner Creating a SharePoint List 1. In your SharePoint homepage, click the settings icon located on the upper right corner of the page. 2. Click Add a page . 3. From the list of SharePoint apps, select Custom List. 4. Enter a name for your list. Click Create . 5. You will see your new list in the gallery. 6. When you click the list, you will be redirected to the list page where you can edit the list settings. Creating a Column in a SharePoint List 1. You can directly create a column in your list by clicking the Add Column option.  2. Select your preferred column types from the list. 3. Enter the Name and Description of the column and click Save . 4. You can also create a column from the list settings.

[Microsoft Forms] Creating a Form

Microsoft forms is a browser-based tool that allows users to create custom surveys, quizzes and polls in minutes and provides real-time results. Assumptions :  You are an Office 0365 Education and/or Business user.   Intended Audience :  Someone new to Microsoft Forms Level :  Beginner Creating a Form 1 . Go to   https://forms.microsoft.com . 2 . You can choose to create a New Form or a New Quiz . 3 . When you select a New Form , a new blank form will be displayed. 4 . Click the Untitled Form to change the title. 5 .  Enter a description to give the user an idea of what the form is about. 6. Click Add New so you can add a variety of question types to your form.                                                        7. The 'Choice' option allows you to add multiple-choice questi...