Level: 100 Track: IT Pro, Power User / End-User, Business, Office 365 So, your client has gathered hundreds/thousands of rows of data in their SharePoint list. Now its time for their monthly report submit for their higher-ups, but neither do they have the staff or the required funds, for creating a dashboard solution. They are power users and not very comfortable writing scripts and they don't have access to BI/SSRS(yes their licensing doesn't support either). And they are waiting for a miracle to hand their managers PDF report in a couple of days, with dynamic charts and tables. They also want to filter their charts based on the period column from their list. Yep, very demanding people they are! But hey, miracles happen all the time. Find out how to impress your managers with complex dynamic reports filtered by date/month fields from this session. Your takeaway will be the know-hows to generate dynamic reports with Excel 2013 with SharePoint Onilne list data & filters.

1. Office 365 -
SharePoint Online
No code reporting solution using
Excel 2013
mail | link | tweet | call | meetupPlease feel free to contact if you have any questions

2. Housekeeping…
Download EventBoard Mobile and remember to fill out session
evaluations…
http://app.spsdc.org
Phasers set to stun, mobile devices set to silent…
You must be present to win at the wrap-up…

3. Thanks to our Sponsors!!!

4. Join us at #SharePint sponsored by Kemp
Technologies at World of Beer of Reston in the
Towncenter just across the bridge
Why? To network with fellow SharePoint
professionals
What? SharePint!!!
When? 6:15 PM
Where?
World of Beer Reston
1888 Explorer Street
Reston, VA 20190
Thanks to
Kemp Technologies

5. • Who am I?
• Office 365 & SharePoint, Microsoft for education evangelist, swimming in the ocean of
SharePoint since its MOSS 2007 version.( drowning at times and cruising the rest. Life of Pi?!
Except with a dozen tigers and a whacky sense of humor instead! )
• Organizer of FEDSPUG-WSPDC-LoudounSPUG meetup group which focusses primarily on
Office 365 & SharePoint sessions.
• True believer of the following quotes
- "Act as if what you do makes a difference. It does.— William James"
- "Thousands of candles can be lighted from a single candle, and the life of the candle will
not be shortened. Happiness never decreases by being shared.— Buddha"
• Yet, spiritually am still clueless. But we don’t care about that 
• Pre-requisites for the apps & reporting solution we are seeing today
• Office 365, SharePoint Online, Nintex form & workflow apps for office 365
• Steps
• Create your list(s)
• Design the form(Nintex Form for Office 365)
• Design the workflow(Nintex Workflow for Office 365)
• Report!

6. Agenda – Have fun!  (provided my demo
Goddess is happy with me)
1. Create a SharePoint Online list and customize it with Nintex form for
Office 365 app
2. Create a workflow for the list with Nintex Workflow for Office 365
3. Integrate the list with Excel 2013 for reporting
4. Create Pivot Tables, Pivot Charts connected to data in SharePoint
List
5. Add Slicer connected to the Pivot Charts for filtering charts by
Months.
6. Publish report as PDF! Woot! (bonus point, with the live data
connection file, all your user has to do is refresh their workbook to
get the latest report!)

7. Nintex apps for Office 365
• To use Nintex apps in your lists/libraries you have to first ‘Add an app’ > Nintex Forms and Nintex Workflows.
• Advantages of Nintex forms over InfoPath
• Multiple device layouts support(Tablet, Phones, Desktops etc.,)
• Custom CSS, JavaScript options
• Advantages of Nintex workflow app over SharePoint designer Among several complex workflow actions that are readily available
OOTB, it is really easy to design workflow with just drag and drop functionality
• Once Nintex apps are installed in your site, you can customize the list form using Nintex form for Office 365 and design its
workflow using Nintex Workflow for Office 365.

8. Classified Walkthrough
Fields DataType
QualityOfWorkComments Single line of text
QualityOfWork Multiple lines of text
CompletionOfAssignedTasks Multiple lines of text
JobKnowledge Multiple lines of text
FlexibilityAdaptability Multiple lines of text
Management Multiple lines of text
ResponsibilityTowardsSafety Multiple lines of text
AttitudesWorkHabits Multiple lines of text
InterpersonalRelationship Multiple lines of text
Judgement Multiple lines of text
Observer Person or Group
Staff Person or Group
Modified (default) Date and Time
Created (default) Date and Time
Created By (default) Person or Group
Modified By (default) Person or Group
Customize the form with
Nintex for Office 365

10. Workflow for the form is simple(just to show the functionality of the app)
1. Workflow starts on new walkthrough submit.
2. Staff gets notified about their walkthrough submitted, Observer is CCd.
3. Workflow stops

17. STEP 8
• Create a folder called Analysis in your SharePoint
site document library
• Upload the data and workbook files to the folder
• SharePointListData.iqy
• SharePointListExcelReport.xlsx
STEP 9
• To create monthly PDF reports for all your walkthroughs
• Open the excel workbook > FILE > Export > Create PDF/XPS Document
• Give it a friendly name and PUBLISH as seen in the next slide

19. Good luck with no-code custom reporting!
This reporting solution has been
used in our pilot schools for their
walkthroughs.
Two types of walkthrough apps
are covered in this demo.
1) Classified walkthrough
2) Teacher Walkthroughs
Classified walkthrough was used
to demonstrate how to customize
a SharePoint list with Nitnex form
for Office 365 and how to setup a
workflow for SharePoint list using
Nintex Workflow for Office 365.
Teacher walkthrough data are the
ones that was used for generating
a PDF report.
mail | link | tweet | call | meetupPlease feel free to contact us if you have any questions