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Showing posts from 2018

How to easily save to SharePoint from Word, Excel, and PowerPoint

Now, I should mention, if you did not realize this already, that this solution only works for those who are in SharePoint Online (Office 365) . If you are in SharePoint on-premises , you will need to rely on the other six options . How to Save As from Word, Excel, and PowerPoint to SharePoint Here are the steps, the user experience is pretty smooth now, just like a glass of good tequila on a Friday afternoon (which is when I am writing this post). Step 1. Add A Place (SharePoint) This step might or might not be necessary, depending on whether or not you already added SharePoint as a favorite place (shortcut) from within MS Office. If you see Sites section when you do Save As  from Word, Excel or PowerPoint (like shown in the image), then you can skip to Step 2 . If not, follow the steps below. From either Word, Excel or PowerPoint (you only need to do this on one of the apps, not all), click on File > Save As > Add a Place On the next screen, choose Office 365 Sh

3 ways to filter SharePoint lists and libraries

One of the greatest benefits of metadata is the ability to filter on it and get to what you want with just a few clicks. Filtering for information is quite a common exercise these days. Every time we do online shopping, we filter for stuff. When we shop on Amazon® for shoes (something I do every day 🙂 ), we filter on cost, shoe size, reviews, brand among other things. When you go to a bookstore website, you filter for author and genre. When you research your dream car – you filter on car type, fuel economy, color. In SharePoint, we have not one, but three ways to filter SharePoint metadata! Today I would like to describe and explain all the three options to you. Option 1: Column header filter This is the most basic option that has been available ever since custom columns became available in SharePoint. Essentially this is the filtering you do using column headers. The functionality might be well familiar to many users as this is something we can do in Excel as well.

How to convince your boss that SharePoint and Office 365 is the way to go?

1. Access from anywhere No need to VPN. Should I even say more? Just like Gmail and Wikipedia, you can access SharePoint and Office 365 from any computer with Wi-Fi and a browser. No need to mess around with VPN tokens, and passwords – you can access SharePoint from any device and any location. 2. Security OK, I am not a security expert by any means, but I laugh when a client tells me that their in-house server is safer than Microsoft’s one. I can think of a handful of companies that can match the might and technical capabilities of Microsoft. You can read more about security in SharePoint and Office 365 here . 3. Predictable costs With SharePoint Online and Office 365 you pay per user per license . So the math is pretty simple. Just multiply the number of users by the cost of your plan’s license and that is the cost you would pay.  Period. No more guessing and when the server will need the replacement and anything like that. 4. You cannot beat the value No other

Power BI Announcements In the Dynamics 365 Spring 2018 Release Notes

There have been a lot of important Power Apps and Flow announcements today, as well as the announcement about the Common Data Service for Analytics which is undoubtedly massive news for Power BI users, but buried in the very large “Dynamics 365 Spring ‘18 Release Notes” pdf file (downloadable from https://aka.ms/businessappsreleasenotes ) are a number of equally significant revelations about the Power BI roadmap for the next few months. I’ve summarised them here, along with the relevant page numbers; I’ve also highlighted what I think are the most important ones. (P177) Control over linguistic schema – it looks like the phrasing and synonyms functionality for Q&A that was in the old Power BI service has been added back (P178) User experiences for Q&A in reports – report authors will be able to allow report consumers (I assume people who have had reports shared with them via Apps) to use Q&A, as well as to provide suggested questions (P178) Incremental ref

Five Office 365 Security Improvements You Can Make Right Now

When it comes to cloud services, many organizations seem to forget their basic rules and responsibilities surrounding security. Some tend to think because Microsoft hosts Office 365, for example, that Microsoft will handle security for them. Unfortunately, they couldn’t be more wrong. Microsoft will protect your data from those who attempt to gain access to its systems, as well as offer protection from data loss due to an outage or failure of their infrastructure. However, if your credentials were to become compromised, you’re on your own as far as Microsoft is concerned. During the on-premises era, we were much more risk-conscious,  and most companies had robust security policies in place. But now that data has become accessible from all over the world, it is crucial to be aware of the increase in risk and implement additional security measures to cover it. In this article, we will share how you can improve your security within Office 365 without breaking the bank. If

Creating Excel “Data Dump” Reports From Power BI

We’ve all met them: the users whose idea of a ‘report’ is a large table of data dumped into Excel. However many beautiful data visualisations they see, however many times you try to convince them of the benefits of using Power BI to build reports, they just want to know where the “Export to Excel” button is so they can carry on analysing data in the same old way. Sometimes there’s a valid reason for doing this, sometimes not, but all too often internal politics means that you have to accommodate them. If you’re using Power BI the obvious way to do this is to use the “Export Data” button in Power BI. However, as the documentation notes, there are some limits on the amount of data that can be exported: The maximum number of rows that can be exported from Power BI Desktop and Power BI service to .csv is 30,000 The maximum number of rows that can be exported to .xlsx is 150,000 What’s more, clicking a button to export data and then copying it into an Excel report is a time

Dynamically switching axis on visuals with Power BI

An interesting visualization pattern I have seen is that some customers want to be able to switch the axis on the chart dynamically using a slicer. Let’s take a simple model like this: where I want to be able to dynamically change the axis of my chart to be Currency, Country or Region using a slicer. Today that is not possible out of the box because you cannot have a single slicer crossing different table. Now one option here is to use bookmarks to switch the chart based on a label (but that is cheating )  but I rather fix it in the model. What we need to do is bring all slicer values and their keys into a single table to be used in the slicer, for this use a DAX calculated table like this: Table = var currencyt = CROSSJOIN(ROW("Type","Currency"), VALUES(DimCurrency[CurrencyName])) var country = CROSSJOIN(ROW("Type","Country"), VALUES(DimSalesTerritory[SalesTerritoryCountry])) var region = CROSSJOIN(ROW("Type","Region

Using Power BI analytics to improve end user experience

Since Microsoft introduced Power BI in 2015, its usage has grown and its capabilities have continued to evolve. With the introduction of Power BI Premium in early 2017 , enterprises are now able to scale out their Power BI ecosystem while managing costs and using its wide breadth of capability. Power BI is most valuable when a large amount of data is available to process and gain insights from, and Skype for Business (SfB)  generates an endless stream of call quality and telemetry data. This data is readily available in the SfB Quality of Experience (QoE) database, but the ability to analyze it is limited to the capabilities built into SfB. Traditionally this was the Monitoring Server and more recently the Call Quality Dashboard (CQD), both of which generate reports based on this data, however these reports provide a limited number of actionable insights as the data is not