Learn how to create a lookup field in a SharePoint list. Discover how easy it is to access data from other SharePoint lists.
- [Narrator] Adding data through SharePoint…or through Access either way will work,…but once you transition your tables to SharePoint,…you'll need to make your modifications to the tables…directly in SharePoint.…Let's navigate to our SharePoint site and add a lookup.…Because we've added customers to our new data system,…we want to actually add those customers to the issues.…That way we can analyze how many customers…are submitting issues.…Let's go to our issues.…I'll go to the gear shape, I'll choose Site Contents,…there's my Issues list, I'll hit the three little dots,…I'll go to Settings.…
Okay great, now scroll down and choose Create a Column.…Okay, I'm going to name this column…Associated Customer, and I'll choose a lookup.…Okay.…This is the customer that is related…to the issue.…If there is no customer,…leave this blank.…
So we're going to not require information.…We may need to associate this customer to multiple issues…so we're not going to enforce unique values.…The information is not going to come from Contacts.…
- Building an Access table and a SharePoint list
- Linking a SharePoint list to Access
- Exporting a table to SharePoint
- Connecting SharePoint to Access
- Creating macros to open lists
- Modifying Access forms
- Working with views
- Building reports for your integration
- Building views for data in SharePoint
- Sharing a SharePoint site with permissions
Skill Level Intermediate
SharePoint 2016: Branding SharePoint Siteswith Gini von Courter56m 10s Intermediate
SharePoint 2016: No-Code Workflowswith Gini von Courter1h 19m Intermediate
Access 2016: Reporting to Web Systemswith Adam Wilbert1h 47m Intermediate
1. Aligning Data between SharePoint and Access
2. Connecting SharePoint to Access
3. Building Forms for Your Integration
4. Building Reports for Your Integration
5. Building Views for Data in SharePoint
6. Generating Excel Reports for SharePoint
Linking data to Excel2m 26s
7. Finalizing the Database for Production
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