Optimize SharePoint: Guide to File Consolidation and Hyperlinking
SharePoint Online
Sep 11, 2023 7:00 AM

Optimize SharePoint: Guide to File Consolidation and Hyperlinking

by HubSite 365 about Wyn Hopkins [MVP]

Microsoft MVP | Author | Speaker | Power BI & Excel Developer & Instructor | Power Query & XLOOKUP | Purpose: Making life easier for people & improving the quality of information for decision makers

Pro UserSharePoint OnlinePower BILearning Selection

Maximize efficiency with expert Microsoft SharePoint file consolidation and hyperlinking.

Consolidating and linking files can sometimes be challenging. When dealing with SharePoint, there are several steps you can follow to consolidate files effectively and add hyperlinks allowing you to instantly jump to any source file. This way, you can optimize your data and work process. Below is a detailed guide on how to achieve better SharePoint usage:

  • An essential first step is navigation through SharePoint. This can help you understand better the arrangement of your files and data.
  • Data extraction and consolidation is the next crucial thing to point out. It can help you manage a large volume of structured and unstructured data from different sources in a consolidated view.
  • Creating hyperlinks in Excel is another task that should not be overlooked. It aids in achieving a more effective navigation process. It's possible to link directly to documents stored in SharePoint making data sharing and collaborating even easier.
  • The final but also crucial step is implementing hyperlinks in Power BI. Power BI can be integrated with SharePoint, and hyperlinks created earlier can be implemented in Power BI.

Further insights on SharePoint optimization:

Optimizing SharePoint involves more than just file consolidation and hyperlinking. It requires a holistic approach that also encompasses aspects like setting permissions, managing document versions, creating an effective data structure, and employing the right SharePoint applications. A well-optimized SharePoint environment promotes collaboration, boosts efficiency and promotes a secured data sharing process.

Learn about Optimize SharePoint: Guide to File Consolidation and Hyperlinking

The text mainly discusses the process of optimizing SharePoint, with a specific focus on file consolidation and hyperlinking. It guides on how to add hyperlinks for quick access to source files while consolidating from SharePoint. The methods outlined in the text are applicable to both Excel and Power BI. The text may further delve into the steps involved in navigating through SharePoint, data extraction and consolidation, and the implementation of hyperlinks in Excel and Power BI.


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