SPO Beginners

 Set -1

 

1: Create a Custom List

• Create a custom list named Employee Directory.
• Add columns:
• Employee Name (Single line of text)
• Employee ID (Number)
• Department (Choice)
• Joining Date (Date)
• Email (Hyperlink)

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  2: Add Data & Use Quick Edit

• Add 5 records manually.
• Use Quick Edit to update Department for all records.

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  3: Create a Calculated Column

   create a SharePoint list to track student progress. Create a list named Student Tracker with the following columns:

1. Name – Single line of text
2. Course – Choice (e.g., Power Apps, SharePoint, Power BI, Excel)
3. Attendance % – Number (0–100)
4. Status – Calculated column that shows:
• "At Risk" if Attendance < 75%
• "Good" if Attendance ≥ 75%

 

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  4: Create a Lookup Column

• Create a new list Departments with:
• Department Name
• Location
• In Employee Directory, replace Department choice column with a Lookup to Departments.

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  5: Create a View

• Create a public view named HR View:
• Filter: Department = "HR"
• Sort by: Joining Date (descending)
• Group by: Department

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  6: Enable Version History

• Enable versioning.
• Make and save changes to a record.
• View previous versions.

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  7: Add a Person Column

• Add a column Manager (Person/Group).
• Assign users from your tenant to records.

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  8: Add Attachments

• Upload attachments to a list item.
• View and remove attachments.

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  9: Create a Library

• Create a document library named Project Documents.

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  10: Upload Files

• Upload 3 documents of different types (PDF, Word, Excel).
• Use drag and drop.

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  11: Create Folders

• Create folders:
• Design Docs
• Reports
• Invoices
• Move files into appropriate folders.

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  12: Enable and Test Version History

• Enable versioning.
• Edit and upload a new version of a file.
• View version history.

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  13: Check Out / Check In

• Check out a document.
• Make changes.
• Check it back in with comments.

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  14: Create a View

• View: By Project
• Filter: Project Name = "Project A"
• Show columns: Name, Project Name, Document Type
• Group by: Document Type

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Set -2

Q1: Create a Task Tracker List

Scenario: You are managing a training program and want to track student tasks.

Task:

• List name: Task Tracker
• Columns:
• Task Name (Single line of text)
• Assigned To (Person)
• Due Date (Date)
• Status (Choice: Not Started, In Progress, Completed)
• Days Left (Calculated)

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Q2: Customize List Views

Task:

• Use any existing list (like Student Tracker).
• Create 3 views:
• "All Students"
• "At Risk Only" (Filter: Attendance % < 75)
• "Course-wise Grouping" (Group by Course)

Q3: Create a Library for Assignments

Task:

• Library Name: Assignments
• Folders: “Power BI”, “Excel”, “Power Apps”
• Columns:
• Student Name (Text)
• Submission Date (Date)
• Status (Choice: Submitted, Missing, Reviewed)

Bonus: Create a view that shows only “Missing” assignments.

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Q4: Enable Version History & Upload Versions

Task:

1. Enable versioning in the Assignments library.
2. Upload an assignment file.
3. Re-upload it with changes.
4. View version history and restore previous version.

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Q5: Check Out & Check In Demo

Task:

• Enable Check-out/Check-in for the document library.
• Upload a file, check it out, edit it, then check it in.

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 Q6: Add Navigation Links

Task:

• Add a link to your “Student Tracker” list in the site’s left nav .
• Link: "👨‍🎓 Students Dashboard"