Lazy Techy

Assumption : User has full control access in SharePoint.  Level : Beginner Embedding a Power BI Report to SharePoint 1. On the upper right corner of the SharePoint page, click Edit . 2. Hover the mouse over the center and click the plus button. Click on Embed option from the list. 3. The navigation pane on the right will display a text box where you can put the website address or the embed code of your Power BI report. 4. In your Power BI report, click Share. Select Embed report > SharePoint online. 5. Copy the Embed code for SharePoint. 6. Paste the Embed code in the text box and click Republish . Embedding a Microsoft Form 1. Follow the instructions number 1 to 3 above. 2. In your Microsoft Form, click Share located on the upper right corner of the page. 3. Click the 'Embed' icon and copy the link. 4. Go to SharePoint and paste the embed code. 5. Click Republish . Embedding an Excel or a Document File For excel and word document file, just simply copy and paste the link...

  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'.

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...

There are three different kinds of Cloud Flow : 1. Automated Flow - automation is triggered by an event.       Examples :  When you receive an email When someone submitted a response in MS Forms When someone added, remove or modify an item in SharePoint When these events occur, the flow will be triggered automatically and the action will be executed. 2. Instant Flow - automation is triggered with a click of a button.     Examples :  When you need to send a reminder for the team When you need to review and approve proposal When you need to share a post in your social media accounts The flow is triggered manually or on-demand when the users click a button. 3. Scheduled Flow - automation is triggered on a certain data/time or frequency set by the user.      Examples : When you need to upload data to a database When you need to send an email When you need to create a dynamic record

Requirement : Send email notification to multiple users when a new response in Microsoft Forms is submitted. Limitation : When a Microsoft Form response is submitted, only the owner and the responder will be notified. Solution : Use Microsoft Flow to send notifications to multiple users. 1. Log into https://flow.microsoft.com . 2. Click My flows in the left navigation bar. 3. Click New flow and select Automated cloud flow. 4. Before you create your flow, click on 'Untitled' and enter a name for your flow. 5. From the list of apps and tools, select Microsoft Forms. 6. Select the trigger for the flow which is 'When a new response is submitted'. 7. Click on the Form ID box and pick a form that you want to use from the list. 8. Click New Step. 9. Enter 'apply to each' in the search box and select Apply to each control in the 'Actions' tab. 10. Select Response Id from the 'Add dynamic content' menu. 11. Click Add an action. 11. Enter 'get resp...