Tag: best practice

Automatic, regular data refreshing for Power BI reports

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One of my favorite features of Power BI is the ability to have published reports automatically refresh data on a schedule. This is great for “setting and forgetting” your reports, knowing wherever you publish them they will be showing the most recent data for your clients. I feel like it used to be depending on your license, you could be limited to how frequently you can refresh (max of once per day), but you can refresh nonetheless. And this may have changed, as I couldn’t find (in my brief search) any confirming statement.

Let’s set up that scheduled refresh!

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Simplify site-wide SharePoint list and form revisions by utilizing lookup columns

You may have several forms or lists using dropdown menus across your site that you would have to update if, say, an individual resigned, or a department changed its name, or a building relocated. Manage this type of information (individuals, departments, buildings, etc. frequently used in lists and forms)  in separate lists that we’ll then use to create site-wide lookup columns to replace the many individual dropdowns across our sites that are repetitious. Basically, we’ll update the information in one place and know that it’s updated everywhere it’s needed across our site (or site collection if you’re familiar enough to go the extra mile with collection content types or Microsoft Flow, if your permissions aren’t at the site collection level).

Continue reading “Simplify site-wide SharePoint list and form revisions by utilizing lookup columns”