We currently have a cobbled-together file system for aggregating remote employee reports that works as follows:
Each employee has a directory with their name on it
Each employee's directory can only be accessed by themselves and their supervisors
Each employee directory contains four sub-directories, labelled with the past four week starting dates
Whenever a new week starts, a new sub-directory is created and the oldest is deleted.
I'm fairly certain that this can all be accomplished with Sharepoint BUT I have zero experience working with Sharepoint, so I don't even know what questions to ask in order for Google-fu to work properly. Would anybody be able to point me in the right direction to start building out this project?
Related
Hope this is something some has a idea on how to solve
I have a folder in ShareoPoint where our team's budget files are added
Each team has a code c1, c2, c3 etc, the file name contains this code
I also have a SharePoint list with these codes with one of the columns being the email addresses of those in that team, this is a person type column, with multiple selections allowed, but this can be easily changed if it helps solution
Is it possible to build a power automate flow so when a file is added to the folder, based on the name of the file and its match on the SP list it would then send a copy of just that file to the right team
I'm familiar with attaching files on automated flows, but so far have only done so based on IF type statements, e.g. If file name contains C1 send to these people then if name contains C2 send those these, etc etc, but this is very manual when new people join a team. Hosting a list on SharePoint would allow the teams to update themselves
I did look into what others may have tried, but can't find anything which seems to match my two biggest issues
how to extract that part of the file name
once I do that how I match against the SharePoint list to generate the right set of email addresses
Thanks in advance
Angela
Currently at work I am trying to create a task sheet system. Basically for each job there will be a Master sheet with a variety of tasks for several different people, from this I'm looking to create a task sheet specific to each person. I would like to be able to add a task on the Master sheet and it appear on the respective person's page. As well as this, if the person makes a note on their personal sheet then it would appear on the Master.
However the complicated part is that there is constantly multiple job's with their own Master sheet and I want each of these to contribute to the persons overall task list.
Could anyone please suggest how I go about this? I have attempted using Google Sheets but I can't get the two way sync to work. So I was thinking of using a combination of Microsoft Access to store the data and Excel to present it.
Any help would be great!
well I'm a database app designer; so for a database - any data set which includes a field for a person ID - - is then easily queried by Person ID so that you have another 'view' or set of data just for that person...….. so in the database world this is very straight forward.... as to linking sheets in google docs or even the implementation in excel I have no idea.....
I seek expert advice of all of you in accomplishing my work related task.
Task : Task it to perform Analysis on reports obtained to WorkSafe Monthly and weekly and getting valuable information out.
For example :
Number of injuries on monthly basis drilled down by department and divisions.
Total days lost in year
Count of type of claims
Possible return date.
So i receive these reports and i add some modified columns to it. Like Correct employee names and their ID's just to create a relationship between Employee database in Powerpivot so that i could get their position, dept and division.
Now every month in new report there could be 2 or 3 new claims added to it, and some existing claims with updates info. like Updated return to work date, Short term disability days etc.
Currently i go through them manually and it's really time consuming and tiring. if there there was older claims weren't getting updates i could've just imported from a folder using power query and added steps to remove duplicates. However, if i remove duplicate claims using powerquery now, basically i'll be removing same claims with updated info.
Could anyone you here suggest an efficient way to do it with power query or with other approach?
Thanks in Advance. I'd appreciate your time and effort.
If you use PowerQuery and select your source From File -> From Folder, when you choose to combine and edit you will get a table with its first column named Source.Name; which you could use to differentiate the updates.
For instance: If I start with two excel files in the same folder (theoretically, they could be different date source files for you)...
WS1.xlsx:
WS1 - Copy.xlsx:
Then I use the folder they are both in as the source...
(Navigate to your folder as appropriate.)
...and select Combine & Edit...
...and select the worksheet...
Then I get this:
...and it is clear what information came from what source file.
I would like to premise that I am not a coder, and have limited SharePoint experience. Nonetheless, I have a task at work to create a new tool for a group at work. This tool will allow them to track things through its life-cycle. The old tool will stop being used once they hit the 49,999th record. At that point we will transition to SharePoint. The prior numbers will live with those records and we will be unable to start back at the number 1.
My goal is to have an ID field for each record that incrementally grows starting from the number 50,000.
I tried creating a new calculated formula field that does 50,000 plus the ID but it does not work effectively. There tends to be a lag. The lag can be anywhere from 5 minutes to a day or two. In turn, I need an alternative option.
With a friends coaching, I am messing with SharePoint designer to automatically create a record once one is deleted and delete one every time one is created. However, this times out occasionally. Even more so, it is extremely slow. It will take me a week or so to get to 50,000. Does anyone have any experience or expertise to assist me? It is very appreciated.
The way I did it was to create another field and used that in all my views. Update it through a SharePoint Designer workflow on create - set the field to ID+50000, for example, or whatever you need. Maybe give it a bit of a buffer and set it to ID+51000. By the time the workflow is running the ID has been created and you can use it in a workflow.
If you are going to be moving your old records to the list, you can change the workflow to only update the new field if it's blank. That way you can save the original ids.
Is there a way to have SharePoint automatically save a copy of its list (spreadsheet) to a file at the end of the day?
My understanding is that versions are just for backup and are triggered by a single item changing.
Right now we have an excel spreadsheet that we work on each day adding new items and working on them and updating them - then the next day we copy the previous days document and rename it to todays date. Apparently this is for auditing purposes to view activity between different days.
I would like to move to SharePoint since we have a SharePoint 3.0 site on our intranet already setup and I have created a custom list that does everything else but do not see how to have these automatically exported without someone manually saving them.
On a side note, at some point we are moving to SharePoint 2010 so I dont know if that will give us what we need.
EDIT: I think I should be more specific that I want to save the entire contents of the list, not just version a single item. SharePoint seems to only version item by item and not the entire list. Not sure if there is some automated export of list data option available.
Well, SharePoint you can enable document versioning in SharePoint - you can check all versions and see who an when has modified them.
In case you really need to copy some files, maybe some workflow could help