SharePoint for Enterprise: Data Management

1h 42mIntermediate2020-12-14

Authors

Phil Gold

Senior-Level Learning and Development Professional

Course details

Managing data is key to making SharePoint effective and accurate in reporting. In this course, Philip Gold explores the best practices for data management inside SharePoint, and across all SharePoint sites. Learn about the importance of metadata, and how well-formatted lists can perform the heavy lifting you used to do in Excel spreadsheets. Find out how to adjust permissions for sensitive libraries, and use version control to make sure no change is ever irrecoverable. Philip also shows how to create more dynamic views that allow users to sort and filter results, and integrate Excel and Project into your SharePoint data management workflow.

Skills covered

Data Resource ManagementSharePointEnterprise Content ManagementDatabase ManagementCloud ServicesNetwork and System AdministrationCloud ComputingMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

01 - Improve your data management strategy

1. Understanding Digital Information

02 - The folder paradigm is out of date
03 - What is metadata
04 - The power of metadata

2. Common SharePoint Challenges

05 - Libraries often mirror existing structures
06 - People don t understand version control
07 - People store spreadsheets rather than using lists

3. How Can You Use Metadata for Your SharePoint Site

08 - Understanding your data
09 - Understanding how the data is used
10 - Metadata structure for libraries

4. Metadata in SharePoint Lists

11 - Lists instead of spreadsheets
12 - Adding choice columns to capture metadata
13 - Lookup columns
14 - Calculating columns

5. Smarter Document Libraries

15 - What do lists and libraries have in common
16 - Permission protection for access and editing
17 - Co-editing and checkout check-in
18 - Using version control instead of multiple versions
19 - Restoring old versions

6. Getting the Most Out of Views

20 - Creating multiple views
21 - Sorting and grouping results in a view
22 - Totaling and counting results in a view
23 - Filtering results
24 - Staging views on pages

7. Integrating with Other Office Applications

25 - Exporting from Excel to SharePoint
26 - Importing to SharePoint from Excel
27 - Exporting from SharePoint to Excel
28 - Linking to Microsoft Project

Conclusion

29 - Next steps