SharePoint List 2.0 Power BI Connector: Is the Limit 5000 Rows?

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Early on when the SharePoint Online List 2.0 connector was released, I did some internet searching to see why you’d use the new connector vs the old connector. It turned up a lot of posts like this, where it was stated that the limit on the 2.0 connector was a maximum of 5000 returned rows.… Continue reading: SharePoint List 2.0 Power BI Connector: Is the Limit 5000 Rows?

Which tool should I use to make a form in Microsoft 365?

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It depends on exactly what functionality you need, who your form submitters are, and what licensing you have available to use. Are your form submitters internal organization users or anonymous/external? If your submitters are external and not being explicitly invited with their Microsoft 365 accounts, the answer is going to be Microsoft Forms or Power… Continue reading: Which tool should I use to make a form in Microsoft 365?

How to schedule refresh of a cloud file source in Power BI

SharePoint Online sources in Power BI do not require a gateway to schedule a refresh, making them a very convenient storage solution for file sources – in addition to things like SharePoint lists. You can use a gateway for SharePoint Online sources, but you would need to create a connection in the gateway for every… Continue reading: How to schedule refresh of a cloud file source in Power BI

How to design a GOOD Power Automate approval flow

A good Power Automate approval flow has the following: This article is part of a series on doing request management with Microsoft Lists, so you might check that out as well! Power Automate makes it really easy to make a basic approval flow, but unfortunately it comes with none of the above out-of-the-box. I would… Continue reading: How to design a GOOD Power Automate approval flow

Techniques for managing comments in SharePoint lists

Comments in SharePoint are a bit of a can of worms. There’s two types of comments: Modern comments My issue with the new modern comments is that they do not exist as real list data to be referenced by Power Automate or any kind of automated notifications. People interacting with the items only get notified… Continue reading: Techniques for managing comments in SharePoint lists

How to create a request management system in Microsoft 365 with SharePoint

Request management (a.k.a. ticketing) can be extremely useful as a tool to manage and track work on a team. At the end of the day, this is essentially a form with a status field to track progress and automated alert rules. This is a replacement for email-based intake of work: the act of putting requests… Continue reading: How to create a request management system in Microsoft 365 with SharePoint

Conditionally format a list based on multiple column conditions (no coding required!)

When you’re setting up conditional formatting for columns in SharePoint lists (a.k.a. Microsoft Lists), you are only given the option of configuring rules based on the current column settings that you’re looking at. But what if you want to create a formatting rule that looks at multiple fields? For example, if you want to highlight… Continue reading: Conditionally format a list based on multiple column conditions (no coding required!)

Working with the SharePoint 5,000 item list view threshold

If you work with SharePoint lists, you’ve probably bumped into the list view threshold at one point or another. The gist is: SharePoint can only display 5000 items at a time in a list view. What’s the easiest way to deal with the list view threshold? In my opinion, the easiest way to handle this… Continue reading: Working with the SharePoint 5,000 item list view threshold