List Grouped View

One of my clients asked for help managing a very long list of internal training classes. They needed several hundred classes divided up by department, experience level, and program. A Grouping view is a fast way to make a big list like this more readable. A grouped view hides the content of a list or … Continue reading List Grouped View

First Last name combination

There are a lot of extra columns in default contact lists, and many of them never get used. For Example, by default First Name, Last Name, and Full Name are three different fields.  Most people skip entering the Full Name field to avoid the double data entry. A simple formula in a new calculated field … Continue reading First Last name combination

Outgrowing SharePoint as a Database

When is software too powerful for your own good? A few years ago I was asked to help a customer with an Excel problem. The employee who originally created a set of Excel spreadsheets that controlled and managed shipping schedules had left the company, and the company now needed a few minor changes… a couple … Continue reading Outgrowing SharePoint as a Database

Connections with Excel and Access

SharePoint lists are more accessible and easier to share than simple Excel spreadsheets, but sometimes the data in one of these lists needs the more robust tools that Microsoft Office provides. The Export to Excel and Open and Access features give you access to these tools while the data stays accessible in SharePoint. Unidirectional Exporting … Continue reading Connections with Excel and Access

Complex Calculations in SharePoint Lists

Calculated columns are one of the most useful features in SharePoint. They have a few more limitations than Excel formulas, but with a little massaging, they can do a lot of heavy lifting. As an example, I created a commission and forecasting tool for a fictional business. To see an excellent list of all SharePoint … Continue reading Complex Calculations in SharePoint Lists