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...

Requirement : Auto-import of data to Power BI when a new response in Microsoft Forms is submitted. Solution : Connect Microsoft Forms to Power BI through Microsoft Flow. Assumptions : Power BI is already installed. Microsoft Form is already created. Creating a Streaming Dataset 1. Sign into https://powerbi.microsoft.com. 2. On the Power BI homepage, click New under 'My workspace'.  3. Select Streaming dataset . 4. Select API and click Next . 5. Enter a name for your dataset. 6. Enter each question from MS Forms to 'Values from stream' in Power BI and select the type of the answer for each. 7. Click Create . 8. Turn on Historic data analysis and click Done . 9. When you click the name of your dataset under 'My workspace', you are now ready to create a Power BI report. Connecting MS Forms to Power BI 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 yo...

  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...

Requirement:  I have an excel file with multiple tabs which is being updated monthly by many users. I want to create a password for each tab so that each user can only view and edit their own tab. Limitation : Protect Sheet Function in Excel is notoriously weak.  Solution : Use VBA code to set up password on each tab. Protecting Multiple Tabs with Different Passwords Let's say I have three teams which need to report their daily sales in one excel spreadsheet. The three teams are named Team Apple, Team Watermelon and Team Grapes. First, let's create a new tab for each one of them. 1. Add three new tabs and rename each according to the team name. 2. Create a column for 'Name', 'Item', 'Sales' and 'Date' for each team.  3. Click Visual Basic from the 'Developer' tab. 4. From Sheet 2 to Sheet 4, copy and paste the VBA code below: VBA Code: Private Sub Worksheet_Activate()     Dim strPassword As String     'On Error Resume Next        ...