Book Image

Microsoft 365 and SharePoint Online Cookbook - Second Edition

By : Gaurav Mahajan, Sudeep Ghatak, Nate Chamberlain, Scott Brewster
Book Image

Microsoft 365 and SharePoint Online Cookbook - Second Edition

By: Gaurav Mahajan, Sudeep Ghatak, Nate Chamberlain, Scott Brewster

Overview of this book

Microsoft 365 offers tools for content management, communication, process automation, and report creation. Microsoft 365 and SharePoint Online Cookbook maximizes workplace collaboration and productivity using SharePoint Online, Teams, OneDrive, Delve, M365 Search, Copilot, Power Platform, Viva, Planner, and Microsoft Forms. You will find thoroughly updated recipes for SharePoint Online, covering sites, lists, libraries, pages, web parts, and learn SharePoint Framework (SPFx) basics for building solutions. You will explore many Microsoft Teams recipes to prepare it to be your organization’s central collaboration hub. You will be able to unlock Power Platform potential with recipes for Power Apps to enable low-code/no-code app development and learn to automate tasks with Power Automate and Power Automate Desktop. The book teaches you data visualization with Power BI, and chatbot creation with Power Virtual Agents (Copilot Studio). Finally, you will also learn about the cutting-edge Copilot and Gen AI functionality in Microsoft 365 and Power Platform. By the end, you will be equipped with skills to effectively use Microsoft 365, SharePoint Online, and the Power Platform. Whether it's enhancing career prospects or improving business operations, this book is a perfect companion on your journey through the Microsoft Office 365 suite.
Table of Contents (15 chapters)
13
Other Books You May Enjoy
14
Index

Sharing a report/dashboard/dataset

Microsoft 365 is a collaboration platform. The ability of users to build and share reports is a key factor. The Power BI service lets you share the charts and dashboards with your colleagues in several ways.

The Dashboard feature is only available in the Power BI service. Itis a non-interactive collection of visuals pinned from one or more existing reports. If you click on a report pinned into the dashboard, the Power BI service takes you to the individual report, which provides a richer and more interactive experience.

Getting ready

In order to share a report, you need to first publish it to your Microsoft 365 tenant. While Power BI Desktop is free, you need a Power BI license to share your report with your colleagues. If you have a Power BI Pro license, you should be able to publish your report to Microsoft 365:

Figure 39: Publishing a report to Power BI service

You can publish the report to your Microsoft 365 workspace or to a workspace you have...