SharePoint: Integrating with Access

2h 20mIntermediate2018-04-27

Authors

Robin Hunt

Developer and Educator

Course details

Using the user-friendly data input features of SharePoint Online—along with an Access database—you can build business apps that mobilize workflows and create easy-to-manage databases. In this course, learn how to integrate Access with SharePoint to make data-rich applications. Instructor Robin Hunt shares strategies and techniques that can help you work smarter with these two programs. Robin explains how to align data between SharePoint and Access and set up alerts from Access. She also covers how to build forms and reports for your integration—including how to create views that recreate some of your most valuable reports; how to build views for data in SharePoint; how to generate Excel reports for SharePoint; and how to finalize a database for production.

Learning objectives
Building an Access table and a SharePoint list
Linking a SharePoint list to Access
Exporting a table to SharePoint
Connecting SharePoint to Access
Creating macros to open lists
Modifying Access forms
Working with views
Building reports for your integration
Building views for data in SharePoint
Sharing a SharePoint site with permissions

Skills covered

Microsoft AccessDesktop DatabasesSharePointEnterprise Content ManagementCloud ServicesNetwork and System AdministrationCloud ComputingBusiness Software and ToolsMicrosoftDeep Dive (X:Y)

Concepts

0. Introduction

01 - Welcome
02 - What you should know
03 - Exercise files

1. Aligning Data between SharePoint and Access

04 - Building an Access table
05 - Building a SharePoint list
06 - Linking a SharePoint list to Access
07 - Exporting a table to SharePoint
08 - Considerations

2. Connecting SharePoint to Access

09 - Connecting lists and tables
10 - Syncing data options
11 - Adding lookups in SharePoint
12 - Calculating in SharePoint
13 - Refreshing and relinking tables in Access
14 - Setting up alerts from Access

3. Building Forms for Your Integration

15 - Adding new forms in Access
16 - Creating macros to open lists
17 - Modifying Access forms

4. Building Reports for Your Integration

18 - Working with views
19 - Modifying existing views using Me
20 - Updating a database to have people pickers
21 - Converting reports to views
22 - Exporting reports to SharePoint
23 - Filtering and saving views

5. Building Views for Data in SharePoint

24 - Building calendar views
25 - Building Gantt views
26 - Building Promoted Links
27 - Adding images to Promoted Links
28 - Adding page navigation

6. Generating Excel Reports for SharePoint

29 - Linking data to Excel
30 - Building Excel charts and interaction
31 - Loading an Excel file to SharePoint

7. Finalizing the Database for Production

32 - Importing production tables
33 - Creating queries to update data
34 - Making a database downloadable
35 - Sharing with permissions

Conclusion

36 - Next steps