SharePoint End User AdvancedFace to face / Online closed & onsite training. Restaurant lunch included at STL venues.
• Manage Document and Meeting Workspaces
• Work with a Blog Site
• Manage custom Lists
• Import data from an Excel worksheet into a custom List
• Customise List and Library settings such as e-mail and versioning settings
• Create custom Workflows - Edit web pages and Web Parts
• Experience using Internet Explorer or an equivalent browser
• Attendance of SharePoint End User Introduction course, or equivalent Experience with Microsoft SharePoint
• A good knowledge of Microsoft Office applications (Word, Excel, Outlook)
SharePoint Introduction
Overview of SharePoint Site Structure
Working with Advanced Apps
Creating a Wiki Library
Adding and editing wiki pages
Creating a Custom List
Creating a Discussion Board
Creating a Survey List
Creating Calendar Overlays
Managing List/Library Columns
Types of columns
Creating lookup columns
Creating calculated columns
Creating a managed metadata column
Adding Rating Settings
Working with List & Library Settings
Working with versioning settings
Disabling the new folder button
Working with Flows (Workflows)
Types of workflows
Creating a workflow
Initiating a workflow
Managing workflows
Editing Personal Web Pages
Adding/removing personal Web parts
Adding content to personal Web parts
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Training is held in our modern, comfortable, air-conditioned suites.
Modern-spec IT, fully networked with internet access
A hot lunch is provided at local restaurants near our venues:
Courses start at 9:30am.
Please aim to be with us for 9:15am.
Browse the sample menus and view joining information (how to get to our venues).
Available throughout the day:
Regular breaks throughout the day.
Contains unit objectives, exercises and space to write notes
Available online. 100+ pages with step-by-step instructions
Your questions answered on our support forum.
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Top-quality training by friendly instructors in good venues
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Tutorials and discussions on MS Office
MS Office tips to save you time
MS Office shortcut keys for all versions
Handy info on industry trends
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Below are some extracts from our SharePoint End User Advanced manual.
Columns in a SharePoint site contain information, for
example in a library there are various columns such as Date Modified, Author,
Date Created, Document Title etc. This information can then be used to filter,
sort and organise files in a document library or list.
Columns can also be referred to as metadata.
By the use of columns, you can then easily locate documents
that have been created or modified by yourself (or others) and locate documents
that have certain keywords.
Additional columns can also be created to hold any
information you require. For example, if you would like to record a Country
name against each document that is created in a library you could create a
Country column and then filter your documents by a relevant country.
There are various types of columns that can be created such
as free text fields, drop-down lists, date and time and yes/no options.
|
Column Type |
Description |
|
Single line of text |
Use to collect
small amounts of unformatted text in a single line – max 255 characters. |
|
Multiple lines of text |
Use to
collect formatted text or lengthy text and numbers on more than one line –
max 63,999 characters. |
|
Choice |
Use to
provide the user with a list of options to select from. |
|
Number |
Use this
column to store numerical values that are not monetary values especially when
you wish to use this column in a calculation. |
|
Currency |
Use this
column to store monetary value especially when you wish to use this column in
a calculation or require a high level of accuracy. The currency column is
accurate 15 digits to the left of the decimal point and 4 digits to the
right. |
|
Date and Time |
Use this
column to store calendar dates, times or both. |
|
Lookup |
Use this
column field to enable users to choose values based on information that is
already stored in the site, perhaps another list for example. |
|
Yes/No |
Use this
column to store true/false or yes/no information. |
|
Person or Group |
Use this
column to provide a searchable list of people and groups from which users can
select. |
|
Hyperlink or Picture |
Use this
column to store a hyperlink to a Web page or to display a graphic on the
Intranet or Internet. |
|
Calculated |
Use this
column to display information that is based only on the results of a
calculation of another column in the list or library. |
|
Task Outcome |
Use this
column to create additional choices for approvers when using task workflows. |
|
External Data |
Use this
column to display data from external sources such as databases or
spreadsheets. |
|
Managed Metadata |
Use this column
to enable users to select values from a specific term set of managed terms
and apply these values to their content. |
1.
Select the required list.
2.
Within the list click the New button on the toolbar and add list items as required.
A lookup column can be used to lookup values from elsewhere,
for example another list.
1.
Select the list you wish to add a lookup column
to.
2.
Click Add
Column and select More.
3.
Enter a column name and select Lookup (information already on this site).
4.
Select Require
that this column contains information if you wish to mandate that this
column must be completed by the site users.
5.
Leave Enforce
Unique Values to No. Only set this to Yes if you are using unique values,
such as sequential numbers in the column, that can only ever be entered once by
a user.
6.
Within Get
information from, select the list that contains the information you wish to
lookup and the Title that contains the list items to be displayed.
7.
Notice that you can also select to allow Multiple Values.
8.
Click OK.
9.
Your list will now contain a drop-down list of
values that is looking these up from another list in the site.
Using formulas in calculated columns in a list or library
can help add to existing columns for example to calculate a percentage profit
or VAT.
Examples of formulas that can be used.
|
Column1
|
Column2
|
Formula
|
Detail
|
|
15000 |
9000 |
=[Column1]>[Column2] |
Is Column1 greater than Column2? |
|
15000 |
9000 |
=IF([Column1]<=[Column2], 'OK',
'Not OK') |
Is Column1 less than or equal to Column2? OK/Not OK |
|
Column1
|
Column2
|
Formula
|
Detail
|
|
20 |
10 |
=[Column1]-[Column2] |
Second number subtracted
from the first. |
|
15 |
9 |
=IF([Column1]-[Column2],'-',[Column1]-[Column2]) |
Returns a dash when
the value is zero. |
|
Column1
|
Column2
|
Formula
|
Detail
|
|
01/01/19 |
3 |
=[Column1]+[Column2] |
Adds 3 days to 01/01/19 |
|
01/01/19 |
54 |
=[Column1]+[Column2] |
Adds 54 days to 01/01/19 |
1.
Select the list you wish to add a calculated
column to.
2.
Click Add
Column and select More.
3.
Enter a column name and select Calculated (calculation based on other
columns).
4.
Build the calculation by using the columns from
the Insert Columns list and add any
additional requirements.
5.
Select the required data type.
6.
Click OK.
7.
The new column will now be displayed in the list
or library.
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