Connect SharePoint to MS Access

You can consider SharePoint as an extension of the Office applications you have on your desktop. One of these that provides a huge amount of power but gets used infrequently is Microsoft Access.

Many don’t appreciate that you can easily connect a SharePoint list to Microsoft Access on the desktop. Doing so allows you to use SharePoint as the data repository and Access as the analytical front end, allowing to create complex structures and queries as well as producing mind blowing reports and data analysis quickly and easily.

This tutorial will show you the basic steps of connecting SharePoint to your desktop version of Access. You see how that when you do it establishes an bi-directional link that means data is updated no matter where it is changed.

This is only the beginning of what is possible when you combine Access and SharePoint, however it is a very good place to start. Watch out for more content on this topic very soon.

Advanced List editing in SharePoint Online

Getting large amounts of data quickly into SharePoint lists can be cumbersome unless you use the Quick Edit mode of SharePoint. This tutorial will show you how to place a list into Quick Edit mode and then make changes just like you do using a spreadsheet by navigating the cells.

The tutorial will also show you how to copy and paste from an appropriately formatted spreadsheet in Excel on your desktop directly into a SharePoint list.

Using Quick Edit mode is the best way to work quickly with SharePoint lists and this tutorial will get you started.

Simple controls in SharePoint Online missing

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Out of the box a SharePoint Online Document Library displays what is known as simple controls just below the Document Library name as highlighted above. These button are typically new, upload, sync, edit, manage and share.

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However, you may see a situation where they are no longer displayed as shown above.

If you want them back, here’s what you need to do.

The reason they are no displaying is because the current view of the document library is not based on the default view style.

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You’ll need the rights to change the Document Library, but if you can select the Library tab at the top of the page to reveal the Ribbon Menu.

On the Ribbon Menu locate the Manage Views section, on the left hand side. Then select Modify View as shown above.

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Scroll down to the bottom of the page that is displayed and open the Style option.

As you can see above, the current style is set to Shaded.

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Change this to Default and Save the changes.

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You should once again see the simple controls as shown above. Unfortunately, you may also lose some of the functionality that you desired with the previous style. At this point in time you can have one or the other option but not both.

Introduction to Views in SharePoint Online

Views are a way in SharePoint that you can display information in a different layout. You can have as many views as you want for most items in SharePoint, making it a very flexible way to focus on what is important and avoid distraction.

This tutorial video will show you how to create new views as well as make them the default. You’ll see how to configure views to display different fields and automatically sort, filter and group information.

Views are available in most elements in SharePoint, from Document Libraries to Lists to Calendars and more. They are a key way to ensure that people focus on the right information.

Introduction to Email Alerts in SharePoint

Setting email alerts in SharePoint is a great way to receive notification when something changes. This video will show you how to configure and use such alerts for a Document Library on both the complete Library as well as an individual item.

Email notifications need to used in moderation as it is very easy to become quickly swamped but the frequency of alerts SharePoint send by default. This video will also show you how to customise this frequency to ensure you only get the information you need, when you need it.

Although the video only show the alert configuration process on a Document Library it is possible to configure most elements in SharePoint for email alerts in the same manner.

Used appropriately, email alerts in SharePoint provide an important way to be kept up to date about information you are collaborating on within a team.

Office 365 video embedding

Hopefully you know that I have a a number of SharePoint Template products. Many of these utilise embedded video. In most cases, this embedding has been accomplished with third party streaming services like YouTube.

Microsoft recently added the Video service to Office 365. I therefore makes sense to have my template videos hosted on Office 365 Video rather than a third party streaming services, at least for some versions.

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The first step in the process of embedding a video from Office 365 Video into a SharePoint Online site is to upload the video. To do this login to your Office 365 portal.

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You should then see the video tile as shown above or use the app launcher in the top left of the window to navigate there.

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In my case, when I navigate to the Office 365 Videos I already see videos I have uploaded previously. Here I select Channels from the menu across the top.

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Again, you can see that I already have some channels created. It is a good idea to use channels to categorise your videos. Think of it like standard SharePoint metadata.

To create a new channel select the + New Channel in top right of the window.

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You’ll now be asked to enter a channel (keep it short as long names don’t display well) and a channel colour.

When complete press Create.

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You receive a message that the channel is being created. This will take a few minutes to complete.

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When it is complete you will see the following tiles.

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If you select the Manage Settings tile in the middle you’ll be taken to the above screen where you can edit the channel name, colour and delete the channel if desired.

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If you select the Permissions option from the left you’ll be able to set who can edit and view the channel. So, you can also think of an Office 365 Videos channel a bit like a SharePoint subsite in that you can determine who has permissions to it.

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Selecting the Spotlight option on the left allows you to highlight a video in the channel, once you have uploaded some videos of course!

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If you return to the previous screen and select the Upload Videos option you’ll see the screen above. You can either drag a video into the upload box or select the box and navigate to the desired location to upload from on your local computer.

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The video will then commence upload. You can upload multiple files as well using either interface, however, there is not a lot of information here about the upload progress. It would be nice if there way maybe a percentage value or a progress bar.

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Once the video has uploaded you’ll be taken to a screen that will show you that the video is processing and you can refresh the page to get an update on the status. The amount of processing time is dependent on the video size and length.

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Underneath the video you will see some areas where you can update the information. You’ll need to so this and select the Save icon when complete.

Now here’s a tip. Keep the initial video file name as short as possible when it is uploaded because that initial name is used as part of the URL for the video. Once the video is uploaded, rename it to whatever you like.

Another tip with the initial file name prior to upload, apart from keeping it short, don’t use spaces or special characters!

Unfortunately, the only way to easy embed this video into SharePoint page is via its URL. The URL will be in the format:

https://.sharepoint.com/portals//pVid/.mp4

You can also unfortunately not simply copy the URL that occurs at the top of the current page as it contains the video player URL in there also.

So you can either construct the videos URL from the above or work it out from the current page URL.

It would be so much nicer if Office 365 videos included an embed link! Hopefully, this feature is coming soon!

Once you have the URL for the video, navigate to the SharePoint site where you wish to embed it.

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Edit the page by selecting the Edit icon in the top right of the page.

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You can also edit the page by select the Page tab at the top and then the Edit icon on the left of the Ribbon menu that appears.

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Place the cursor where you wish the video to appear on the page. Then select the Insert tab at the top of the page.

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On the Ribbon menu should be the Video and Audio button. Select this.

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From the menu that appears, select From Address.

I theory the From SharePoint button makes the most sense BUT the Office 365 Videos portal is in a different Site Collection basically, so it can’t be directly navigated to. Again, a handy add for the next version would be great Microsoft if you are listening.

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Paste the video URL link you constructed earlier. It is always a good idea at this point to use the Try link to see whether you have the correct URL.

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If everything is correct, press the OK button and you should see a media player web part appear as shown above. Again, an embed option would have been much nicer but an coming update I’m sure.

Save the page to update the changes after making any adjustments to the web part as necessary.

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Now you should see the player embedded on your page and if you press play it should now stream.

I love the new Office 365 Videos feature and think it is a big differentiator to other services. It is a fantastic way to create a corporate video portal for training, on-boarding or whatever. I would like however to see more features and configuration options built into the product, but the main thing I would like to see is the ability to generate embed codes to make it easier that I have just run through, especially for end users. However, I’m sure those features and more will come very soon.

Office 365 Videos, use it, love it and look out for further updates now that you know how to get started.

Introduction to Document Approvals in SharePoint

Another features of SharePoint Document Libraries is Approvals. This feature is not enabled by default so this video takes you through the complete process of enabling it and then how the features works.

You’ll see how documents created require approval and how these are approved. You understand how documents awaiting approval are not visible to most users. All of this in a few minutes.

Approvals are enabled per Document Library in SharePoint and most businesses would have the need for at least one Document Library to support document approvals. Approvals are a great way to keep control of the content that is created and ensure the correct information is available to a team.

Watch out for more SharePoint videos soon and if you like these don’t forget my free Getting Started With SharePoint Online email training.