SharePoint 365: Build Lookup Calculations
SharePoint 365 Spotlight - Creating Calculations with Lookups
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Course description
This ability to look up data from one list and see it in another is a great advantage for SharePoint users who maintain centralized data in a list. Data is managed in one place but viewed in many lists. This course covers lookup columns and their use. It examines source lists and target lists, and then creates lookup columns. Students who are new to lookups see several use cases that demonstrate what lookup columns can do. While now quite as powerful as an Excel VLOOKUP, SharePoint lookup columns go a long way to support collaboration among colleagues who must share and manage data. Lookup columns are often confused with Choice columns and Site columns. Choice columns offer pick lists and other graphical options to users, and Site columns function as templates to create other types of columns. To ensure a well-rounded understanding, Choice columns and Site columns are covered in the course as well. Use cases are explained and demonstrated. The three different column types are compared to each other, and demonstrations enforce their proper use. Site owners who manage multiple sites and their data benefit greatly from this course, as it offers various strategies for presenting, validating, and managing an organization's data.
What you’ll learn
- Understand the fundamentals of SharePoint 365 Spotlight - Creating Calculations with Lookups
- Work confidently with the core tools and features
- Build toward advanced-level fluency
- Apply skills to real, on-the-job tasks
- Follow best practices and avoid common pitfalls
Course outline
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Preview
Related courses
SharePoint 365 - Creating and Working with Libraries
SharePoint 365 Site User - Introduction to Document Libraries
SharePoint 365 Site User - Integration with Microsoft Office
SharePoint 365 Site User - Document Versions, Alerts, and Rules
SharePoint 365 Site User - Create, Modify and Format Views
SharePoint 365 Site User - Calendar, Gallery and Board Views
SharePoint 365 - Communication Sites, Subsites, and Site Usage
SharePoint 365 - Configuring Permissions and Site Navigation
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