The impact of SharePoint forms on improving data analysis and reporting capabilities
06/09/2023

SharePoint is a powerful platform that offers a wide range of tools and features to help organizations manage their data and collaborate effectively. One of the key components of SharePoint is its forms functionality, which allows users to create and customize forms for data collection and analysis. In this article, we will explore the impact of SharePoint forms on improving data analysis and reporting capabilities within an organization.

SharePoint Forms: A Powerful Data Collection Tool

SharePoint forms provide a user-friendly interface for capturing and storing data in a structured manner. With SharePoint forms, organizations can easily create custom forms tailored to their specific data collection needs. Whether it's collecting customer feedback, conducting surveys, or capturing employee data, SharePoint forms offer a flexible and efficient solution.

One of the key advantages of SharePoint forms is their integration with SharePoint lists. When a user submits a form, the data is automatically stored in a SharePoint list, making it easily accessible for further analysis and reporting. This seamless integration between forms and lists eliminates the need for manual data entry and reduces the chances of data entry errors.

Improved Data Analysis with SharePoint Forms

SharePoint forms play a crucial role in improving data analysis capabilities within an organization. By capturing data in a structured manner, organizations can easily analyze and interpret the collected data. SharePoint provides a range of tools and features that facilitate data analysis, including:

  • Calculated columns: SharePoint allows users to create calculated columns based on the data collected through forms. This enables organizations to perform various calculations and derive meaningful insights from the collected data.
  • Data views: SharePoint offers customizable data views that allow users to filter, sort, and group data based on specific criteria. This makes it easier to analyze and visualize the collected data from different angles.
  • Excel integration: SharePoint seamlessly integrates with Microsoft Excel, enabling users to export data from SharePoint lists to Excel for advanced analysis and reporting. This integration provides organizations with powerful data manipulation and visualization capabilities.

Efficient Reporting with SharePoint Forms

SharePoint forms streamline the reporting process by providing a centralized platform for data collection and analysis. With SharePoint's reporting capabilities, organizations can generate meaningful reports and dashboards to monitor key performance indicators and make data-driven decisions. Some of the reporting features offered by SharePoint include:

  • Out-of-the-box reports: SharePoint provides a range of pre-built reports that can be customized and tailored to meet specific reporting requirements. These reports cover various aspects of data analysis, such as site usage, document statistics, and user activity.
  • Power BI integration: SharePoint integrates seamlessly with Power BI, Microsoft's powerful business intelligence tool. This integration allows users to create interactive and visually appealing reports and dashboards based on the data collected through SharePoint forms.
  • Alerts and notifications: SharePoint forms can be configured to send automated alerts and notifications based on specific conditions. This ensures that stakeholders are notified in real-time when critical data is updated or when certain thresholds are met.

Enterprise Content Management with SharePoint Forms

SharePoint forms, coupled with SharePoint's robust document management capabilities, provide organizations with a comprehensive Enterprise Content Management (ECM) solution. SharePoint's document management features enable organizations to store, organize, and manage documents in a secure and centralized repository.

By integrating forms with document management, organizations can automate document creation and capture relevant metadata during the form submission process. This ensures that documents are properly tagged and classified, making it easier to search and retrieve them when needed.

SharePoint Forms for Project Management

SharePoint forms are particularly valuable for project management teams. SharePoint offers a range of project management templates and features that can be customized to meet specific project requirements. With SharePoint forms, project teams can:

  • Create project sites: SharePoint forms enable project teams to create dedicated project sites to store project-related information, documents, and forms. This centralized platform allows team members to collaborate effectively and access the latest project updates.
  • Manage tasks: SharePoint forms can be used to create custom task management forms, allowing project teams to track and manage project tasks efficiently. With built-in workflows and notifications, project managers can ensure that tasks are assigned, completed, and monitored effectively.
  • Enable project collaboration: SharePoint forms facilitate seamless project collaboration by providing a platform for team members to share updates, documents, and feedback. By capturing project-related data through forms, project teams can easily track progress, identify bottlenecks, and make informed decisions.

Conclusion

SharePoint forms have a significant impact on improving data analysis and reporting capabilities within organizations. By providing a user-friendly interface for data collection and integration with SharePoint lists, forms streamline the data entry process and reduce errors. SharePoint's powerful data analysis and reporting features enable organizations to derive meaningful insights from the collected data and make informed decisions. Additionally, by integrating forms with SharePoint's document management capabilities, organizations can achieve comprehensive Enterprise Content Management. Whether it's for project management or general data analysis, SharePoint forms offer a flexible and efficient solution for organizations to improve their data analysis and reporting capabilities.

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