SharePoint 365 User: Manage & Analyze List Data
SharePoint 365 Site User - Managing and Analyzing List Data
Get access to this course
Included with any Intellezy plan.
Course description
This course explores how to manage, analyze, and visualize data in SharePoint 365 lists using built-in tools and Microsoft integrations. Learners begin with grid view for Excel-like editing directly in a list, including updating multiple rows, autofilling entries, copying and pasting from Excel, and creating new items quickly. The lessons explain importing requirements such as aligning column order and using proper formats for person, date, and choice fields. Participants then sort, filter, and group list data to navigate large collections, practicing sorting by text, number, or date, filtering to isolate categories, grouping by column values, and displaying totals in views to summarize numeric data, while distinguishing temporary changes from saved custom views. Next, learners analyze list data with Power BI using the “Visualize this list” feature to automatically generate charts and graphs from list content. They interpret default visuals, adjust aggregations, and publish reports back to SharePoint for broader visibility. Finally, the course covers exporting list data to Excel for advanced analysis, including exporting views, enabling refreshable connections, and creating pivot tables or charts based on live SharePoint data, and compares dynamic Excel exports with static CSV files to help users choose the right format. By the end, participants can edit, organize, visualize, and export list data effectively.
What you’ll learn
- Understand the fundamentals of SharePoint 365 Site User - Managing and Analyzing List Data
- Work confidently with the core tools and features
- Build toward beginner-level fluency
- Apply skills to real, on-the-job tasks
- Follow best practices and avoid common pitfalls
Course outline
-
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
Ready to get started?
Schedule a complimentary scoping call and we'll help you find the right plan.
Employee Training Video Library Pricing
Every Intellezy plan includes unlimited access for your entire workforce.
Agreement term
Full Library
Every course, every lesson, every update — one flat annual fee.
- AI, M365, Google Workspace, Adobe, and Business Skills Courses
- Content Available in 40 Languages
- SCORM-Compatible Courses
- WCAG AA Compliance
- New Courses and Consistent Updates
- SSO
- Onboarding Support
- User Management
- Robust Reporting
- Dedicated CSM
Select 50
Choose the 50 courses that matter most — a focused program at a lower price.
- 50 custom-selected courses
- Content Available in 40 Languages
- SCORM-Compatible Courses
- WCAG AA Compliance
- Course swapping at renewal
- New Courses and Consistent Updates
More than 250 users? We’ll tailor volume pricing to your rollout with a custom quote.
Not sure which plan is right for your organization? We'll help you find the best fit.