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Intro to the ‘Visualize the list’ Power BI feature for SharePoint lists (Recording from Baltimore SharePoint User Group)

I had the honor of presenting one of my favorite Microsoft 365 features for the Baltimore SharePoint User Group’s regular meeting last week. You may have seen this particular feature on your lists (individual or in SharePoint): the ability to visualize a list or library’s data using the Power BI service.

Visualize the list menu option for lists and libraries | Click to enlarge

This newer feature of convenient Power BI integration for lists gives you an automatic report based on your list’s data. We explored how to create a report, customize it, and save it back to the list for future one-click access.

Automatically generated report | Click to enlarge

Even if you haven’t used Power BI (yet), this presentation was made for all experience levels and will provide a proper introduction. In this one-hour session, I specifically covered:

  • How to create an automatic report/dashboard from your list in just a few clicks
  • How to edit and publish the auto-generated report for others to use
  • Site lists vs my lists
  • Limitations of the feature
  • Licensing requirements

Watch the recording on YouTube, or embedded below.

Additional resources

Slides used in the presentationDownload
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How to remove the Recycle Bin from a SharePoint team site’s navigation menu

I recently had someone ask me how you could remove the Recycle Bin from a modern SharePoint team site’s left-hand navigation menu. Even if you click Edit on the navigation menu, Recycle Bin disappears as an option you can change. So how can it be done?

While it’s not the most straightforward process, it is possible to remove Recycle bin from a site’s navigation menu but it will require activating the SharePoint Server Publishing Infrastructure site collection feature.

Before you proceed, please read about this feature and its impacts in its entirety and check out Gregory Zelfond’s excellent write-up on the advantages and disadvantages here.

If you’d still like to proceed, and you’re the site’s owner, follow these steps to remove Recycle bin from your menu (video at bottom).

  1. Go to the site for which you wish to remove Recycle bin’s link
  2. Go to Site contents > Site settings
  3. Select Site collection features from the Site Collection Administration section
  4. Activate the SharePoint Server Publishing Infrastructure feature (this may take a minute or two)

Your Recycle bin has now been removed from your navigation menu, but you can still access it via Site contents > Recycle bin.

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How to change a SharePoint site theme and navigation (Video)

You can change your SharePoint site’s navigation menus and overall theme. This lesson demonstrates how to get started.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

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How to roll up content across SharePoint Online sites (Video)

You can roll up and display content from across multiple sites in SharePoint Online using the news, documents, and events web parts. This video will demonstrate that process.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Notes

The News, Highlighted content, and Events web parts allow you to pull in content from sites other than your current site. So, for example, if you’re building a home page for your site and add a news web part, you can choose to pull in a partner department’s site’s news to your site as well to provide a variety of relevant content to your members. 

Additional resources

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How to create news in SharePoint Online (Video)

News in SharePoint Online is a great way to disseminate information to your team and the entire organization. Learn how to create news in this video, then watch the content roll-ups lesson later in this course to see how your news can be pulled into other sites across your organization.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Notes

You can create and share news within and outside your SharePoint. News is highly visible to your members from the SharePoint start page, SharePoint mobile app, any of your pages that have the news web part, and any pages from other sites in your organization that are including news from your site.

Creating news is nearly identical to creating a page –  the main difference is what’s described in the previous paragraph – how it’s distributed, used in web parts, and consumed. The very nature of news is to be temporary – announcements, articles, write-ups, etc. Pages, on the other hand, are meant to be more permanent/evergreen as core resources/landing pages in your site’s navigation.

Additional resources

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How to create pages in SharePoint Online (Video)

Learn how to create additional pages for your SharePoint site. We’ll cover creating a page as well as adding section layouts and web parts.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

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How to use calculated columns in SharePoint Online lists and libraries (Video)

Learn how to create and use calculated columns in SharePoint lists and libraries. Not all calculated columns are mathematical – you could extract text or combine column values as well, for example. See the additional column reference handout for this lesson in the full course at www.NateTheTrainer.com.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

Additional resources

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How to switch SharePoint site navigation from left vertical to top horizontal

Until a recent update, SharePoint team sites always had a left side vertical navigation menu. Communication sites always had a top horizontal navigation menu that could be a cascading or mega menu style. Recently, Microsoft rolled out the ability to change a team site’s navigation from vertical (side) to horizontal (top).

Click to enlarge – Roadmap item for SharePoint Navigation Switcher.

Note: This change only applies to team site types. Communication sites are still top horizontal only.

Below are the steps to swap your team site’s navigation orientation. You must be a site owner to perform these steps.

How to change SharePoint team site navigation from left side to top

  1. Navigate to the team site for which you’d like to switch the navigation orientation.
  2. Click the settings wheel in the upper-right corner.
  3. Select Change the look.
  4. Select Navigation.
  5. Choose Horizontal and then choose either Mega menu or Cascading for menu style.
Click to enlarge – Navigation switcher options for a SharePoint team site.
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How to do conditional view formatting in SharePoint Online (Video)

Creating conditional view formatting for your list and library views helps your colleagues find what’s important and more easily consume the information presented to them in the list or library. Learn how to configure conditional view formatting in this lesson.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.

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How to use columns and views in SharePoint Online lists and libraries (Video)

Views are a great way to create multiple “reports” or ways of viewing the data contained in a SharePoint list or library. For example, you may want one view for managers, and another view of the same data targeted towards everyday users. In this lesson, you’ll learn about columns and how they’re used to create specific views.

This video is part of my FREE 30+ lesson self-paced online training course called Collaboration in Microsoft 365 (OneDrive, SharePoint, and Teams). Enroll today at https://www.NateTheTrainer.com for the full learning experience including lesson discussions, quizzes, exams, and a completion certificate.

You can also watch the entire course as a YouTube playlist as well (just without the course discussions, quizzes, exam, and certificate). Be sure to subscribe to support my channel and for easy access to future content.