Hands-On Microsoft Lists

Book description

Prepare to be a Microsoft Lists advocate and transform the way data is harnessed in your organization

Key Features

  • Get to grips with Microsoft Lists and organize your data efficiently
  • Discover best practices and real-world scenarios to track information, events, and issues in your organization
  • Take control of your data by creating custom data models using Microsoft Lists

Book Description

Microsoft Lists is an extremely flexible and powerful platform for creating custom data models. Hands-On Microsoft Lists is an easy-to-read guide for those who want to get started with Lists, as well as those who are already familiar with the basic concepts and want to create custom and flexible Lists that are easily available through a web interface.

This comprehensive introduction to Lists will show you how to get up to speed in no time with the help of practical guidance and examples. Complete with hands-on tutorials and projects, you'll understand how to use and implement Microsoft Lists effectively. You'll start by covering all the basic concepts that will help you to build your Microsoft Lists and get the most out of the platform. As you progress, you'll explore how to customize Microsoft Lists layouts and forms. Later chapters will guide you through integrating Microsoft Lists with the Power Platform. Throughout the book, you'll work with practical scenarios that you can use daily to improve the collaboration in your organization.

By the end of this Microsoft book, you'll have learned how to create custom data models to improve the way your data is put together, managed, and consumed in your workplace.

What you will learn

  • Use the Lists platform effectively in the modern workplace
  • Get to grips with data privacy
  • Discover how to customize Microsoft Lists data and forms
  • Automate processes using Microsoft Lists
  • Extend the default features of Microsoft Lists using the SharePoint framework
  • Create custom list templates using PnP PowerShell
  • Extend Microsoft Lists using Power Platform

Who this book is for

This book is for business professionals and end users working with Microsoft 365 tools such as Microsoft SharePoint and Microsoft Teams who are looking to improve the way their data is structured, managed, and consumed inside an organization. Basic knowledge of SharePoint and Excel is assumed.

Publisher resources

Download Example Code

Table of contents

  1. Hands-On Microsoft Lists
  2. Contributors
  3. About the authors
  4. About the reviewer
  5. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
    4. Download the example code files
    5. Download the color images
    6. Conventions used
    7. Get in touch
    8. Reviews
  6. Chapter 1: Getting Started with Microsoft Lists
    1. What is Microsoft Lists?
    2. How can I access Microsoft Lists?
      1. Microsoft Lists on the web
      2. Microsoft Lists on Microsoft Teams
      3. Microsoft Lists on mobile
      4. Lists on SharePoint
    3. Getting familiar with Microsoft Lists' user interface
      1. Microsoft Lists on the web
      2. Microsoft Lists on Microsoft Teams
      3. Microsoft Lists on mobile
      4. Lists on SharePoint
    4. What does a list look like?
    5. Summary
  7. Chapter 2: Creating Your First List
    1. Personal lists and team lists
    2. Creating a blank list
      1. Creating a new list from the Microsoft Lists app
      2. Creating a new list in a SharePoint site
      3. Creating a new list in Microsoft Teams
    3. Adding and maintaining columns on a list
      1. Adding columns to a list
      2. Editing and deleting columns from a list
    4. Creating a list from Excel
    5. Creating a list from an existing list
    6. Maintaining list data
      1. Adding items to a list
      2. Editing items in a list
      3. Deleting items from a list
    7. Summary
  8. Chapter 3: Microsoft Lists Core Features
    1. Modern and classic list features
    2. What are the out-of-the-box Microsoft Lists features?
      1. Column types
      2. Lists views
      3. List forms
      4. List item comments
      5. List item attachments
      6. List rules
      7. List sharing
      8. List templates
      9. Edit mode
    3. Where is Microsoft Lists data stored?
    4. Summary
  9. Chapter 4: Collaborating on Microsoft Lists
    1. Managing access to your list
      1. Sharing a list
      2. Sharing a list item
      3. Reviewing and modifying access
    2. Collaborating with others through comments
    3. Managing notifications through alerts and rules
      1. Using the Alert me functionality
      2. Using rules to get informed about changes
    4. Tracking item changes through list versioning
    5. Summary
  10. Chapter 5: Creating Microsoft Lists Views
    1. What are Microsoft Lists views?
    2. Default Microsoft Lists views
    3. Managing custom Microsoft Lists views
      1. Creating a view
      2. Editing and deleting a view
    4. Summary
  11. Chapter 6: Customizing Microsoft Lists
    1. Technical requirements
    2. Understanding Microsoft Lists formatting
      1. WYSIWYG formatting
      2. JSON formatting
      3. SharePoint Framework formatting
    3. Column formatting
      1. Supported column types
      2. How to format a list column
      3. WYSIWYG formatting options
      4. JSON formatting
      5. How to create and apply your own JSON column formatting
      6. Learning from examples
    4. Summary
  12. Chapter 7: Customizing Microsoft Lists Views
    1. Technical requirements
    2. Understanding Microsoft Lists view formatting
      1. How to format a list view
      2. WYSIWYG formatting options
      3. JSON formatting
      4. How to create and apply your own JSON view formatting
    3. Learning from examples
      1. Conditional view formatting
      2. Tile layout
      3. Formatting a view group header and footer
    4. Summary
  13. Chapter 8: Customizing Microsoft Lists Forms
    1. Technical Requirement
    2. What is a Microsoft Lists form?
    3. How to customize a Microsoft Lists form
      1. Showing or hiding columns in a form
      2. Showing or hiding form columns conditionally
      3. Learn by examples
      4. Formatting a list form's header and footer
      5. Formatting the form body
    4. How to create a Microsoft Lists custom form using Power Apps
      1. Publishing the Power Apps form to your list
      2. Modifying the form applied to the list
    5. Summary
  14. Chapter 9: Integrating Microsoft Lists with the Power Platform
    1. Exploring the Power Platform
    2. Learning Power Automate and Microsoft Lists
      1. Understanding Power Automate triggers
      2. Understanding Power Automate actions
      3. Implementing a sample notification flow
    3. Exploring Power BI and Microsoft Lists
      1. Creating dashboards using Microsoft Lists data and Power BI
    4. Learning about Power Virtual Agents and Microsoft Lists
    5. Summary
  15. Chapter 10: Microsoft Lists for Admins and Advanced Users
    1. Technical requirements
    2. How to manage Microsoft Lists as an administrator
    3. Managing Microsoft Lists via PowerShell
      1. Overview of PnP PowerShell cmdlets for Microsoft Lists
      2. Performing a mass-update of data via PowerShell
      3. Creating copies of a Microsoft list
    4. Summary
  16. Chapter 11: Extending Microsoft Lists Using SPFx
    1. Technical requirements
    2. What SPFx is and how to get started
    3. Creating a SharePoint Framework extension
    4. Building a field customizer extension
    5. Building a view command set extension
    6. Summary
    7. Why subscribe?
  17. Other Books You May Enjoy
    1. Packt is searching for authors like you
    2. Leave a review - let other readers know what you think

Product information

  • Title: Hands-On Microsoft Lists
  • Author(s): Joao Ferreira, Rene Modery
  • Release date: July 2021
  • Publisher(s): Packt Publishing
  • ISBN: 9781801075046