Speaking at SharePoint Saturday Omaha on April 7

I’m excited to be returning to speak at the first-ever SharePoint Saturday (SPS) event at which I spoke. Omaha is such a fun city, and has one of the best zoos around. Be sure to register (it’s free!) and check it out on Saturday, April 7. Here are the two sessions at which I hope I’ll get to meet you:

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Embed quizzes and/or results in SharePoint using Microsoft Forms

Asset 1quiz.pngThis morning I looked around for either pure javascript or custom service solutions for trivia or quiz embeds for SharePoint. The out-of-the-box survey web part wouldn’t allow the kind of features I needed such as showing a message upon submission about correct and incorrect answers, and I wanted something more robust than a newsfeed or Yammer quiz. I also wanted users to easily be able to change their own quiz questions and answers and no high-maintenance code solution was going to cut it.

What I learned? There aren’t a lot of free solutions out there for quick quiz creation and embedding in SharePoint. And the ones that are out there don’t look the greatest. Then I remembered Microsoft Forms has a quiz function! Don’t these look great? Even better – you can embed in SharePoint Server/On-Prem or SharePoint Online/O365!

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Microsoft Form’s quiz capabilities are incredible. In five minutes you can create a quiz that looks good, is easy to update and has features ordinarily only available with a premium subscription through other services. And as seen above, you can embed the results as well, making voting fun or showing a group how everyone is performing as a whole on a topic quiz. Here are some of the great features you get with Microsoft Forms:

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Embedding Power BI Report Server (PBIRS) reports in SharePoint

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If you’re on-premises and looking to embed a Power BI Report Server report in SharePoint, you’ll find it’s not as easy as O365 embeds. But it’s certainly possible; here’s how:

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Intro to conditional formatting & rules/validation when customizing SharePoint new item forms with PowerApps in Office 365

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This post will introduce you to some basic conditional formatting, rules & validation ideas you can implement today in your customized SharePoint forms using PowerApps. And don’t worry – if you start making changes to your form and don’t want to keep them, you can easily switch back to the original SharePoint form.

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Speaking at SharePoint Saturday St. Louis on January 20

Happy new year! My first speaking engagement of the year is coming up January 20th at SPS St. Louis. If you’re nearby, be sure to register (it’s free!) and check it out on Saturday, Jan 20. Here are the three sessions at which you’ll find me:

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Reverting to default SharePoint new item form instead of PowerApps custom form

Maybe you’ve made a PowerApps customized form but want to switch back to the original SharePoint new item form. Here’s how:

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How to make a Microsoft Flow mobile button to be emailed Microsoft Forms or SharePoint data as Excel link or attachment

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Microsoft Flow mobile buttons are magical. One touch on your mobile device, and gears start turning to retrieve and deliver the data you need when and how you need it. Recently, I set out to deliver all Microsoft Forms responses to a recipient on-demand as an excel file using a Microsoft Flow mobile button they could press whenever they wanted the results. I also created a button someone could use to be sent all the birthdays coming up in the next week for our organization whenever they need it. You can adjust the following steps to fit your situation and tools, but the following outlines two ideas:

  • Sending someone all responses to a Microsoft Forms survey whenever they press the button (Take a snapshot in time of responses, or pull up-to-the-minute feedback into your meeting)
  • Sending someone SharePoint list items in an excel sheet that match a certain criteria (Projects ending in the next two weeks)

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Convert Time Zones in Power BI using DAX

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Even if your SharePoint site’s regional settings are correct (or whichever data source you’re pulling from), Power BI could convert it to the wrong time zone upon import. It’s a quick fix, luckily. Instead of using your “modified,” “created” or other date field in your report, we’ll create a new calculated column in Power BI to use with an accurate time zone.

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OneDrive and SharePoint sync issue: “You now have two copies of a file; we couldn’t merge the changes in [filename]” appended with computer name

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If you’ve seen a similar notification, I empathize with your pain. I don’t know that there is one solution to this problem, either, so I’m going to share a number of them we’ve used and hope that one (or all) of them will help you.

Basically a file is added through file explorer (a cloud library in OneDrive or SharePoint being synced locally to your computer) but then after a moment a notification appears which says “You now have two copies of a file; we couldn’t merge the changes in [filename]” and then the filename is appended with your computer name again and again until eventually the filename is too long and is harder to delete. Let’s not get to that point.

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Speaking at SharePoint Saturday Kansas City on September 16

I hope to see some of you this Saturday at SPS Kansas City, where I’ll be sharing an overview and demos on using workflows to improve business processes. Here’s what you can expect from me:

spskc2.pngLet Microsoft Flow and SharePoint Designer Workflows Do the Work

Your team members would appreciate getting some time back. Give it to them in ten minute increments here, thirty minutes there by using Microsoft Flow and SharePoint Designer to build them thoughtful workflows that range from simple one-steppers to more complex and conditional multi-stagers, even across site collections. We’ll cover specific HR and Accounting scenarios in this session based on real-case experience at KU Libraries, including automation of some onboarding and off-boarding processes, simple automated management of otherwise complex item-level permissions, travel plan submission and approval, receipt submission and reimbursement tracking and more all through utilizing workflows to save you and your colleagues time.