Speaking at SharePoint Saturday Denver this Saturday | Oct 6, 2018


I’ll be speaking this Saturday at SPS Denver (aka SPS Colorado) (#SPSColo). I’ll be presenting a brand new, magical session on content management, archiving and retention:

Content Wizardry 2018

SharePoint wizardry for content management, archiving & retention

Are your muggles muddying up your servers and site storage with duplicate files, pictures from a 2008 staff party and files named “April” in folders called “Jane’s stuff”? Learn how to most effectively destroy the 8th horcrux using out-of-the-box functionality in SharePoint brewed with bits of governance, content strategy and just a little help from SharePoint Designer to help automate processes. It’s just like magic!

Hope to see you there!

How to count per-row occurrence of multiple words or phrases across multiple columns in Power BI

Sometimes you want to know how many times words and phrases appear across multiple columns. For example, if we want to know how many times “Cat” OR “Mouse” appears in each row, we would get:

Column 1 Column 2 Column 3 Word Count
Cat Yarn Mouse Cat Dog 3
Dog Cat Horse Hay Dog 1
Cat Cat Cat Mouse 4

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How to get a free trial of Office 365 for home, business or enterprise

A free trial of Office 365 is a great idea if you’re:

  • Curious how it could help your team and want to do some testing as a group
  • Wanting hands-on experience with tools you’re interested in using
  • Needing to test something out in a safe, no-consequence zone before applying it to your actual environment
  • Studying for exams 70-346 or 70-347 (I recommend a Business Premium trial)
  • Considering changing licenses

Get a free trial today:

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Solution: Excel drag to “fill” not working – value is copied, formula ignored

Note: Video of solution at bottom of post.

A client of mine recently ran into an issue I hadn’t seen before. When she would click a formula cell and drag down to calculate it across multiple rows, it only copied the value. The formulas were correct, but the value being shown was from the original cell:

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What is the Related() function in Power BI?

RELATED() pulls values from different tables based on relationships established in the relationships tab. This is useful and makes it so we don’t necessarily need to append or merge tables to get the same result.

For example, we can create a new calculated column in our fact table Sales that pulls in related information from two other tables without needing to append or merge tables:


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Change the default link type and sharing settings for SharePoint documents

By default when a user chooses to share a document, a selection has already been made to share that document with anonymous access, restricted organizational access or only with specific people (requiring entry of recipients) depending on who set up your tenant. If no changes were made, chances are the links default to anonymous access. A user can change this setting to restrict access before sharing but for newer users in a hurry, it’s likely anonymous links could be being created and shared incidentally because time isn’t being taken to review the alternative options.

Here’s how you, as an administrator, can change the default settings to something more secure without (or with) removing anonymous capabilities.

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How to manually start crawls and reindex SharePoint content

After you’ve made changes to managed metadata or the search schema you may wish to re-crawl your content sooner than the next scheduled crawl. You can do this across all site collections (on-prem/server), one site at a time (O365 or on-prem) or individual lists and libraries (O365 or on-prem).

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Speaking at SharePoint Saturday Pittsburgh this Saturday | Sep 15, 2018


The 3rd annual SharePoint Saturday Pittsburgh (#SPSBurgh) is coming up this Saturday. I’ll be speaking about one of my favorite topics – building a modern intranet:

Building the Intranet of the Future: Using SharePoint to Empower Collaboration

Automation, organization, incredible search capabilities and user interactivity; all things your organization can have in choosing to build an intranet with SharePoint. We’ll discuss avoiding File Dump 2.0 by exploring best practices in internal communications and collaboration via intranets. We’ll also cover rethinking forms and minimizing busy work by utilizing automation capabilities via workflow and designing intuitive navigation.

Hope to see you there!

Use Microsoft Stream to live stream your events

I just found out that Microsoft Stream now allows users to live stream events (preview). Once an event is finished, the recorded stream includes face detection so users can skip ahead to a certain speaker as well as automatic and searchable closed captions. Whenever you have an opportunity to stop paying for a third party product and use what you get included in your tenant, I think it’s worth giving it a try.

Note: Video tutorial at bottom of post.

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Leading zeroes in Power BI: Restoring them from auto-detection of data types

Power BI tries to be helpful and auto-detects data formats such as dates, decimal numbers and integers. However if you’re dealing with zip codes, employee IDs, product IDs, etc. that have leading zeroes, you may not want them auto-converted to integers/number format which removes the leading zeroes. Here’s how to get them back.

From Power Query Editor (recommended)

  1. Click the “Data type” icon next to the column name
  2. Select “Text”

From Data Tab

  1. Select the column header
  2. From the Modeling tab, change “Data type” to “Text”