Overview
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Learn how to use lists, libraries, and views properly to manage SharePoint data.
Syllabus
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Introduction
- Improve your data management strategy
- The folder paradigm is out of date
- What is metadata?
- The power of metadata
- Libraries often mirror existing structures
- People don’t understand version control
- People store spreadsheets rather than using lists
- Understanding your data
- Understanding how the data is used
- Metadata structure for libraries
- Lists instead of spreadsheets
- Adding "choice" columns to capture metadata
- Lookup columns
- Calculating columns
- What do lists and libraries have in common?
- Permission protection for access and editing
- Co-editing and checkout/check-in
- Using version control instead of multiple versions
- Restoring old versions
- Creating multiple views
- Sorting and grouping results in a view
- Totaling and counting results in a view
- Filtering results
- Staging views on pages
- Exporting from Excel to SharePoint
- Importing to SharePoint from Excel
- Exporting from SharePoint to Excel
- Linking to Microsoft Project
- Next steps
