Office 365 - SharePoint Online Excel Reporting Solution

Office 365 -SharePoint Online No code reporting solution usingExcel 2013

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HousekeepingDownload EventBoard Mobile and remember to fill out session evaluationshttp://app.spsdc.orgPhasers set to stun, mobile devices set to silentYou must be present to win at the wrap-up

Thanks to our Sponsors!!!

Join us at #SharePint sponsored by Kemp Technologies at World of Beer of Reston in the Towncenter just across the bridge

Why? To network with fellow SharePoint professionalsWhat? SharePint!!!When? 6:15 PMWhere? World of Beer Reston1888 Explorer StreetReston, VA 20190

Thanks toKemp Technologies

Who am I? Office 365 & SharePoint, Microsoft for education evangelist, swimming in the ocean of SharePoint since its MOSS 2007 version.( drowning at times and cruising the rest. Life of Pi?! Except with a dozen tigers and a whacky sense of humor instead! )Organizer of FEDSPUG-WSPDC-LoudounSPUG meetup group which focusses primarily on Office 365 & SharePoint sessions.True believer of the following quotes - "Act as if what you do makes a difference. It does. William James" - "Thousands of candles can be lighted from a single candle, and the life of the candle will not be shortened. Happiness never decreases by being shared. Buddha"Yet, spiritually am still clueless. But we dont care about that Pre-requisites for the apps & reporting solution we are seeing todayOffice 365, SharePoint Online, Nintex form & workflow apps for office 365StepsCreate your list(s)Design the form(Nintex Form for Office 365)Design the workflow(Nintex Workflow for Office 365)Report!

Agenda Have fun! (provided my demo Goddess is happy with me)Create a SharePoint Online list and customize it with Nintex form for Office 365 appCreate a workflow for the list with Nintex Workflow for Office 365Integrate the list with Excel 2013 for reportingCreate Pivot Tables, Pivot Charts connected to data in SharePoint ListAdd Slicer connected to the Pivot Charts for filtering charts by Months.Publish report as PDF! Woot! (bonus point, with the live data connection file, all your user has to do is refresh their workbook to get the latest report!)

Nintex apps for Office 365To use Nintex apps in your lists/libraries you have to first Add an app > Nintex Forms and Nintex Workflows.

Advantages of Nintex forms over InfoPathMultiple device layouts support(Tablet, Phones, Desktops etc.,)Custom CSS, JavaScript optionsAdvantages of Nintex workflow app over SharePoint designer Among several complex workflow actions that are readily available OOTB, it is really easy to design workflow with just drag and drop functionalityOnce Nintex apps are installed in your site, you can customize the list form using Nintex form for Office 365 and design its workflow using Nintex Workflow for Office 365.

https://community.nintex.com/welcomeNintex community support rocks! They are amazing and have always answered my questions within a really short turnaround time. Emily Billing, Jeremy Jayaraj, Vadim Tabakman to name a few have helped me in learning Nintex immensely!

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Classified WalkthroughFieldsDataTypeQualityOfWorkComments Single line of text QualityOfWorkMultiple lines of textCompletionOfAssignedTasksMultiple lines of textJobKnowledgeMultiple lines of textFlexibilityAdaptabilityMultiple lines of textManagementMultiple lines of text

ResponsibilityTowardsSafetyMultiple lines of text

AttitudesWorkHabitsMultiple lines of text

InterpersonalRelationshipMultiple lines of text

JudgementMultiple lines of text

ObserverPerson or GroupStaffPerson or GroupModified (default)Date and Time Created (default) Date and Time Created By (default)Person or GroupModified By (default)Person or Group

Customize the form with Nintex for Office 365

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Workflow for the form is simple(just to show the functionality of the app)Workflow starts on new walkthrough submit.Staff gets notified about their walkthrough submitted, Observer is CCd.Workflow stops

STEP 8

Create a folder called Analysis in your SharePoint site document libraryUpload the data and workbook files to the folderSharePointListData.iqySharePointListExcelReport.xlsx

STEP 9

To create monthly PDF reports for all your walkthroughsOpen the excel workbook > FILE > Export > Create PDF/XPS DocumentGive it a friendly name and PUBLISH as seen in the next slide

Good luck with no-code custom reporting!

This reporting solution has been used in our pilot schools for their walkthroughs.Two types of walkthrough apps are covered in this demo.

Classified walkthroughTeacher Walkthroughs

Classified walkthrough was used to demonstrate how to customize a SharePoint list with Nitnex form for Office 365 and how to setup a workflow for SharePoint list using Nintex Workflow for Office 365.

Teacher walkthrough data are the ones that was used for generating a PDF report.

mail|link|tweet|call|meetup Please feel free to contact us if you have any questions