How To Build Data Model To Access Data From Sharepoint

Unlock the potential of your SharePoint data by building a powerful data model in Excel using Power Pivot. With Power Pivot, available in Excel 2016, Excel for Microsoft 365, and Excel 2013 (with Office Professional Plus edition or the Power Pivot add-in installed), you can seamlessly import data from external sources into Excel.

In Excel 2016 and Excel for Microsoft 365, simply go to Data > Get & Transform Data > Get Data. For Excel 2013 and 2010, head to Power Query > Get External Data. These options allow you to import data from a wide range of sources, including text files, Excel workbooks, websites, and databases.

Once you have imported the data, Excel will create a Data Model that contains all the tables you imported. To establish relationships between these tables, use Power Pivot’s Diagram View. Drag and drop the primary key fields from one table to another to create the necessary connections.

Now that you have your Data Model set up, you can start analyzing the data by creating a PivotTable or PivotChart. In Power Pivot, navigate to the Manage tab and click on PivotTable to generate a new one. Utilize the fields from your tables in the PivotTable for data analysis.

You can also expand your Data Model by adding additional data. Simply select the desired data and click on Power Pivot > Add to Data Model. This new data will be linked as a table in your existing model.

Data models in Excel offer numerous advantages, such as consolidating data from multiple sources, organizing and sorting data, and creating robust reports and dashboards. In SharePoint, Excel Services allow you to access and utilize workbooks with data models directly from a SharePoint library, ensuring live and up-to-date data.

Customizing SharePoint List Data Interactions

To further customize how users interact with list data in SharePoint, you can take advantage of features such as custom site columns, content types, and relationships between lists. Additionally, you can customize list item forms and list views using XSLT style sheets.

By creating custom site columns, you can tailor the available data fields to better suit your specific needs. Defining content types allows you to categorize and manage different types of list items. Establishing relationships between lists enables you to establish connections and dependencies between related data.

To enhance the user experience, you can customize list item forms by modifying their appearance and functionality using XSLT style sheets. Similarly, you can customize list views to display data in a way that is most useful for your organization.

Customizing SharePoint List Data Interactions

Take control of your SharePoint list data interactions by implementing customizations such as site columns, content types, and list relationships. By customizing these elements, you can tailor the way users interact with list data to meet your specific needs.

One way to customize SharePoint list data interactions is by creating custom site columns. Site columns allow you to define specific properties that can be applied to multiple lists within a site. You can create site columns for various data types and use them to standardize data entry across lists.

Another customization option is defining content types. Content types are reusable collection of metadata settings that can be applied to list items. By defining content types, you can ensure consistency in the information captured across different lists. You can also assign unique workflows, document templates, and other settings to specific content types.

In addition to site columns and content types, you can establish relationships between lists. This allows you to connect related data across different lists, enabling users to navigate and analyze data more efficiently. Relationships can be created by linking columns with matching values in different lists, providing a comprehensive view of data.

Furthermore, you can customize list item forms and list views using XSLT style sheets. XSLT style sheets allow you to modify the appearance and behavior of list forms and views. By adjusting the XSLT code, you can customize the layout, formatting, and functionality of list forms and views to align with your organization’s requirements.

Take advantage of these customization options to enhance the way users interact with your SharePoint list data. By implementing custom site columns, defining content types, establishing relationships, and customizing forms and views, you can create a tailored SharePoint experience that facilitates efficient data management and analysis.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.