In a recent session with Pragmatic Works, Microsoft certified trainer Allison Gonzalez demonstrated how to effectively collaborate using SharePoint. This tutorial is part of the Learn with the Nerds series and provides a comprehensive guide on integrating various Microsoft tools into a SharePoint site.
Alice began by outlining the day's agenda, which included creating a canvas app in Power Apps, adding approvals, exploring data in Excel, and visualizing data in PowerBI. The goal was to bring all these elements together in a SharePoint site, creating a central hub for project teams.
The session started with creating a canvas app in Power Apps to track project details. Alice demonstrated how to add approvals to ensure proper authorization and how to explore and work with the generated data in Excel.
Next, Alice showed how to take the data from Power Apps into Excel, work with it in Power Query and Power Pivot, create pivot tables, and analyze the data using various functions. This step is crucial for stakeholders who prefer to see data in Excel format.
Alice then demonstrated how to visualize the data in PowerBI, build DAXs, and create interactive, detailed reports. The reports were published to the PowerBI service, showcasing the capabilities of Microsoft Fabric.
The core of the session was integrating all these elements into a SharePoint site. Alice explained how to embed PowerBI reports, Power Apps, and Excel reports into SharePoint, creating a central hub for project teams. This integration allows team members to access all relevant data and tools in one place.
Alice emphasized the importance of proper licensing and permissions when embedding apps and reports into SharePoint. Users need the appropriate Microsoft 365, PowerBI Pro, or PowerBI Premium licenses to access these elements. Permissions from the original programs remain in play, ensuring data security.
Alice guided the audience through creating a SharePoint site, explaining the differences between team sites and communication sites. She recommended using communication sites for broadcasting information to a broad audience and team sites for ongoing collaboration.
The session concluded with adding various content types to the SharePoint site, including Power Apps, Excel reports, and PowerBI reports. Alice demonstrated how to use templates, add web parts, and customize the site to meet the team's needs.
By the end of the session, participants had a comprehensive understanding of how to create a central hub in SharePoint, integrating various Microsoft tools to enhance collaboration and productivity. Alice's tutorial provided valuable insights into leveraging SharePoint for effective project management.
Don't forget to check out the Pragmatic Works' on-demand learning platform for more insightful content and training sessions on SharePoint and other Microsoft applications. Be sure to subscribe to the Pragmatic Works YouTube channel to stay up-to-date on the latest tips and tricks.