Skip to main content

Posts

Showing posts with the label SharePoint Online

[SharePoint] How to Embed a Power BI Report, Form or Document to SharePoint Online

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...

[Microsoft Flow] How to Automatically Save Microsoft Form Responses to SharePoint

Microsoft Flow is a new part of O365 services that allows users to automate tasks and connect different applications and services together. Assumptions : User has basic knowledge in SharePoint and Microsoft Forms Intended Audience :  Someone new to Microsoft Flow Level:  Beginner Requirement : Create a Flow that will collect responses from Microsoft Form and add it automatically to a SharePoint list Ready your Microsoft Form Check out this post to learn how to create a simple Microsoft Form. Ready a SharePoint List Check out this post to learn how to create a SharePoint list. Creating a Flow Once the Form and the SharePoint list are ready, we will connect them together using Microsoft Flow.  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...

[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.