At the end of every quarter, I deliver a usage report which summarizes the historical number of users who visited a page in the Office 365 SharePoint Intranet. The metrics data and graphics are created by exporting the Office 365… Read More ›
SharePoint
SharePoint
Power BI – Merge Queries – Client Invoices and Related Tables through SharePoint Lookup Columns in Office 365
In this post we’ll look at how to sum-up and report on unpaid Invoice amounts with a currency data type in Power BI using the Merge Queries feature. We’ll see how to manage related tables that have their relationship defined… Read More ›
Power BI Reports for SharePoint CLM Tasks – The Colorblind Theme and Using a Visual Level Filter
In this post I’ll demonstrate how to use Power BI for Reports against CLM Tasks (Contract Lifecycle Management) stored in SharePoint. You’ll also see an important use of Visual Level Filters as well as a demonstration of the Colorblind theme…. Read More ›
Office 365 and SharePoint – Meaningful Human Resources (HR) Insights – Power BI Reports and Dashboards on Employee Lifecycle
In the previous post, we saw Human Resources (HR) import SharePoint list data into Power BI Desktop, and now that groundwork will be used to publish employee lifecycle Power BI Reports and Dashboards to Office 365. The report will consist… Read More ›
Office 365 and SharePoint – Meaningful Human Resources (HR) Insights – Prepping for Power BI Dashboards on Employee Lifecycle
Human Resources (HR) can garner meaningful insights using Office 365, the basic Microsoft Power BI functions, and with straightforward SharePoint lists to hold employee lifecycle data. Over the next 2-3 posts, we’ll watch the HR team build Microsoft Power BI… Read More ›
SharePoint Ask Me About and Interests in Company Directory User Profiles
SharePoint Ask Me About and Interests Let’s refine the company directory from a couple of posts ago with SharePoint Ask Me About and Interests. First you’ll see where the Ask Me About (i.e. expertise) data comes from and how it’s… Read More ›
Office 365 and SharePoint – Employee Onboarding with Microsoft Excel and SharePoint Designer (SPD) Workflow
I’m excited to share this solution around Human Resources (HR) Onboarding using Microsoft Excel and SharePoint Designer Workflows in Office 365 and SharePoint. This is a unique way to track Human Resources’ progress as they complete essential steps in the… Read More ›
SharePoint Company Directory and People Finder with SharePoint Search and User Profiles
Use SharePoint Search and the User Profile Service to build a SharePoint Company Directory that is available to all employees of the organization. This feature is common in Intranets and can be built using only out-of the box features. User… Read More ›
SharePoint Document Sets for Performance Reviews
This post demonstrates how to use SharePoint Document Sets in a Human Resources scenario for managing Performance Review. SharePoint Document Sets for HR Performance Reviews Here’s the breakdown of how things are going to be setup: There will be a… Read More ›
Excel Slicers and Conditional Formatting Reports in SharePoint
You saw how Excel, Office 365, and SharePoint empowers your team to deliver reports online in this post. That example used a pivot table to report on the status of Contract Lifecycle Management Tasks as they relate to a Sales… Read More ›