Tag: Did you know

Did you know … you can open Teams files directly from Office 365 Applications?

While you can go into a channel, select the files tab, and open a file from within Teams … that’s a lot of clicking just to open a file in another program. But you can open files stored in Teams (or any other SharePoint document repository) directly from Office 365 programs. How?

Open an Office 365 program – Word, Excel, PowerPoint, Visio. Click on the “File” ribbon bar and select “Open”. SharePoint Online document repositories, including those used by Teams, are listed under “Sites – Windstream Communic…”.

You may already have SharePoint sites listed. To add a new site, you just have to follow it.

Select the SharePoint site that matches your Team name. Click “Documents”

You’ll see a folder for each channel in your Team. Click the channel where the file is saved.

Navigate to the folder where your file is stored, then select the file. It will open directly in the application. When you save the document, the SharePoint document is updated.

Tip: Frequently used documents can be pinned for quick access. After you have opened the file, it will appear in the most recently used list. Click the little push-pin next to the file and it will be pinned to the top of the recently used file list. The Excel files and Word documents that I use frequently can now be opened without navigating through the file structure to find them.

 

Did you know … you can copy files from OneDrive to SharePoint Online (thus Microsoft Teams too)?

Sometimes I work on a document privately before putting it out for my group to review, but it takes time to upload a copy of the document to our Teams space! You can move and copy documents from OneDrive directly to SharePoint Online. Since “Files” in Teams spaces are just SharePoint Online document repositories, this means you can move/copy documents to a Teams space too.

Open “OneDrive” from https://portal.office.com or the side-bar of any web-based Office 365 product.

Select the document(s) that you want to move/copy and select either “Move to” or “Copy to” from the menu bar.

A new pane will fly out from the right-hand side of the browser window. You’ll see some of the SharePoint Online sites and Teams spaces to which you have access listed. If the one you want isn’t listed, click “Browse sites” to see a full list.

Click “Show more” to browse through the list of sites.

If you are unable to locate the site you want to use, open it in SharePoint online and follow it. Click on the site into which you want to move/copy your documents.

For SharePoint online sites, you’ll see the site contents and can navigate through the hierarchy to the location you want the file stored. For Teams spaces, click “Documents”.

You’ll then see folders for each Channel. Click the channel into which you want to store the documents.

Navigate through the Channel’s file structure to the location you want the document stored. Click the blue button to copy/move the document to that location.

Voila, my documents are moved within Microsoft’s cloud from OneDrive to SharePoint Online.

 

Did you know … Power Query can extract a unique list of records?

Remove duplicates is a quick way to obtain a unique list of records; every time the source data is updated, though, you’ve got to copy and ‘remove duplicates’ again. There’s a better way! Use Power Query to create a unique list that can be updated with a single click.

To use Power Query, first highlight the column containing the information for which you want a list of unique values.

On the “Data” ribbon bar, select “From Table/Range”

You’ll be asked to confirm where the source data is located – the highlighted selection should appear. Click “OK” to continue.

A new window will open – the Power Query Editor. On the “Home” ribbon bar, click on “Remove Rows” and select “Remove Duplicates”

A unique list of values has been extracted in the Power Query editor – but you want to insert that data into your spreadsheet. Click the drop-down by “Close & Load” then select “Close & Load To …”

Now you can select where you want your list of unique values to appear – I am creating a table in an existing worksheet. Click “OK” to insert the unique list.

Voila, I now have a unique list.

What happens when new records are added to my source data? The Power Query table does not automatically update as values are added to the source data. On the “Data” ribbon bar, click “Refresh All” to update the unique value list.

 

Did you know … you can use Teams to collaborate with vendors?

There were a few organizations set up to “federate” with Skype for Business – from your Skype client, you could send messages to their Skype for Business account. This will continue to work when you move to Teams. Microsoft calls each company’s Office 365 environment a “tenant” – you are able to send messages from Teams in our tenant to a federated partner’s Skype or Teams in their tenant.

** If your account is upgraded to Teams Only, messages sent from federated partners will be delivered to you in Teams. Otherwise messages sent from federated partners will be delivered to you in Skype.

To chat with a federated partner, simply address a new chat message to them. The “We didn’t find any matches” message lets you know there wasn’t anyone found in our organization. Click to search for the account externally.

If you get an error indicating that the conversation cannot be set up, you may be mistyping the address. It is also possible that the organization is not on our list of allowed federation partners.

If their organization is on the allowed partner list, you’ll be able to start a new conversation. Along the top banner, there are a few indicators to ensure you realize you are sending information outside of our organization. Messages sent to external recipients transit Microsoft’s Skype/Teams interop gateway. Anything that is not supported through the interop gateway – screen sharing, file sharing, multi-party chat, rich text messages – will not be available when you are chatting with an external recipient.

The other person will see your message in their Skype or Teams application – if they’ve been upgraded to Teams Only, the message will be delivered to them in Teams, otherwise it will be delivered in Skype.

Teams expands on Skype’s federated messaging functionality – accounts from allowed organizations can be “guests” in our Teams. This means vendors can participate in collaborative discussions and access shared documents without having an “n99” account with an Office license. Federated partners can add you as a guest in their Teams spaces too.

Team owners add guests the same way they add internal Team members.

When you type the guest’s address, it will not match any records in our tenant and the option to add them as a guest will be displayed.

Once someone has been added as a guest to a Teams space, there are two ways you can send them chat messages – the external account and the guest account.

What’s the difference? Where the “external” listing delivered your chat message to Skype or Teams (depending on the individual’s account configuration) in the other person’s tenant, “Guest” will deliver the chat message to Teams within *our* tenant.

Good news – that means you can use features that aren’t supported through the interop gateway. Bad news – the person may not check our Teams tenant regularly to see if there are new messages.

A person added as a guest to our organization will see a drop-down tenant selector next to their avatar in Teams. They’ll be able to click the drop-down and switch contexts to our tenant.

They will be able to see our Teams … well, the ones of which they are a member anyway!

They’ll also see chat messages sent to their guest account.

You may notice that the person appears twice in your chat history – the guest account in our tenant and the external account in their tenant are separate entities.

How will the person know they’ve got messages waiting for them in our tenant? A message count indicator will appear on the tenant selector. If they’re a guest in multiple tenants, clicking the drop-down will show them how many new messages are in each tenant.

Usage Tip: This notification isn’t immediate (and sometimes the notification is significantly delayed), so time-sensitive communication should be sent to the ‘External’ listing instead of the ‘Guest’ one.

Warning: Conversations and documents in our tenant are under our purview. This means we can restore access if data becomes orphaned, our retention policies apply to the data, documents and conversations will be included in legal discovery activity, etc. Activity in partner tenants are under their purview. Be cognizant of communication and file content before storing information outside of our tenant.

Did you know … you can perform an “unmatched query” in Excel?

I mentioned yesterday that we’re creating groups based on the upper level manager through whom individuals report. Since my groups are based on the upper level managers, I need to be able to identify when a new individual pops into the list of upper level managers. Real upper level management doesn’t change frequently, but unfilled positions create gaps in the reporting structure. I call the manager before the gap the highest-ranking person in that vertical and that individual’s reporting subtree becomes a group.

Determining if values from one list appear in another list is easy in Microsoft Access – it’s an unmatched query. I’d rather not have to switch between the two programs, and I was certain an Excel formula could do the same thing. It can!

The formula is:

=IF(ISNA(VLOOKUP(H2,SOA6MgrSummary!A:A,1,FALSE)),”Not in Manager Summary”,””)

And it does flag any manager from column H that does not appear in my list of upper level managers.

I am also able to filter my spreadsheet to display only records where the upper level manager does not appear in my summary table.

What is my formula doing? It is a combination of three functions

=IF(ISNA(VLOOKUP(H2,SOA6MgrSummary!A:A,1,FALSE)),”Not in Manager Summary”,””)

It starts with the IF function – a logical comparison – which is used as if(Test,ResultIfTestIsTrue, ResultIfTestIsFalse).

If the test is true, “Not in Manager Summary” will be put into the cell. If the test is false, nothing (“”) will be put into the cell.

The test itself is two functions. I’ve documented the VLOOKUP function previously, but briefly it searches a range of data for a specific value. If the value is found, it returns something. If the value isn’t found, it returns N/A.

In conjunction with the VLOOKUP, I am using the ISNA function. This function is a logic test – it returns TRUE when the value is N/A and FALSE otherwise.

So my formula says “Look for the value of cell H2 in column A of the SOA6MgrSummary tab. If the result is N/A, put ‘Not in Manager Summary’ in this cell, otherwise leave this cell empty”.

 

Did you know … Excel can create a sum of values where a condition is true?

For a project, we need to divide the entire company into groups. I chose organizational structure because it’s easy – I can determine the reporting structure for any employee or contractor, and I can roll people into groups under which ever level of manager I want.

The point of making groups, though, is to have close to the same number of people in each group. While I can use COUNTIFS to count the number of people who report up through each manager, I need to add those totals for each group of managers to determine how many individuals fall in each group. How many employees are included in Group 0?

This is actually quite easy – just like count has a conditional counterpart, countifs, sum has a conditional counterpart sumifs

The usage is =SUMIFS( Range Of Data To Sum, Range Of Data Where Criterion Needs To Match, Criterion That Needs To Match)

You can use multiple criteria ranges and corresponding criteria in your conditional sum — =SUMIFS(SumRange,CriterionRange1,CriterionMatch1,CriterionRange2,CriterionMatch2,…,CriterionRangeN,CriterionMatchN).

I only have one condition, so with a quick listing of the groups, I can add a column that tells me how many individuals are included in each group.

Bonus did you know – instead of specifying a start and end cell for a range, you can use the entire column. Instead of saying my “Range of data to sum” is B2:B101, I just used B:B to select the entire “B” column.

Viewing the values, I can see that my group size is not consistent.

As I adjust the group to which the manager is assigned, these sums are updated in real-time.

 

Did you know … you decide what appears in your Teams activity feed?

Have you noticed that some new Teams messages show up in your activity feed and others do not? The Teams activity feed is meant to highlight Team messages that are important to you. How does Teams know what is important to you? It doesn’t … Teams needs you to tell it what is important to you.

Normally, Teams conversation activity doesn’t appear in your activity feed. When my test account posts a message into the “General” channel …

I see the channel is bolded, indicating new activity; but I do not have any indicators on my Teams or Activity tiles.

What is included in the Activity feed?

Messages to which you’ve replied:  When you reply in a thread, your reply tells Teams that the thread is important to you (just liking a post doesn’t count … you’ve got to actually reply. There are enhancement requests to include some provision for following a thread without replying and muting notifications on a thread to which you’ve replied).

The test account added a new reply after I’d posted my reply. In addition to seeing the channel name in bold, my Activity tile indicates there is one unread message.

Followed Channels: If you want to receive notifications for all threads posted to a channel, follow the channel. Click the ellipsis next to the channel name and select “Follow this channel”.

Now when the test account posts a new thread …

I have an indicator on my Activity tile.

Team At-Mentions: You’ll also see an activity item when the Team is at-mentioned in a post (that’s why at-mentioning the Team is a really effective way to bring attention to your post).

In addition to the activity indicator, I also see an “@” symbol on the Teams tile indicating that a Team has been at-mentioned. And a little number next to the channel that tells you how many unread Team or Channel mentions are in the channel.

Some Channel At-Mentions: What is the difference between at-mentioning a Team and at-mentioning a Channel? When you at-mention a Channel, only people who have favorited the channel will see activity alerts.

Usage Tip: If you break your Team up into channels that aren’t deeply interconnected, individuals can favorite and follow the channels where they are actively involved and check other channels when they’ve got some time. You can at-mention the channel for important messages without overwhelming the whole team with alerts.

While the channel is marked as bold to indicate unread messages, I don’t get any notification about the at-mention. How do you mark a channel as a favorite? Just click that star to the right of the channel name (favorite channels also appear in the initial channel list so you don’t have to expand “X more channels” to see them).

Now a message which at-mentions the channel …

alerts me. A lot 😊

 

Did you know … you can edit and delete Teams messages?

Typos happen – especially in quick, “instant messaging” type communication tools like Microsoft Teams. There is a spell checker to identify mistakes that aren’t words.

But spell check doesn’t catch everything.

Beyond mistyped characters, my thread would be nicer if I had included a subject! And even if my message was perfect when posted, processes change and information becomes incorrect. Because Teams conversations are persistent, out-of-date instructions are going to turn up in search results. Instead of creating a new thread with the updated instructions, I return to the old post and edit it. Changed posts do move to the bottom of the channel (and create an activity alert for individuals who follow the channel). In private chats, edited messages do not appear as new activity, so I’ll copy my updated message and post it into the chat again.

How do you edit a message? In either the chat or channel conversation, click on the ellipses in the upper right-hand corner of your message (these controls only appear when your mouse is over the message block).

Select “Edit”

Your message is open in the basic editor. To add a subject, click the “Format” button to open the expanded editor.

Edit your message – add a subject, correct typos or update content. When you are done, click the check-mark to save your changes. Or if you no longer wish to edit the message, click the “X” to cancel.

What about messages that no longer apply? Put in the wrong place? You can a message them to explain why it is no longer valid. Or you can delete it. To delete a message, click the ellipsis in the upper right-hand corner of your message and select “Delete”.

While there is no “are you sure?” prompt, you can undo the deletion. Note that the “This message has been deleted” banner remains in the thread. So until there’s better delineation between ‘reply’ and ‘start a new thread’, everyone is going to know you replied in the wrong spot 😊

What about someone else’s message? You can only edit messages you have posted. In private chats, only the person who sent the message can delete it. In channel discussion, Team owners can delete any message (including messages posted by a bot or connector).

 

Did you know … there’s a Teams bot to create a quick Forms survey?

Microsoft Forms offers a nice mechanism for collecting survey results, and I often post Forms links to my Teams chats and meetings. But that means I’ve planned for the survey – it takes some time to build the survey, after all! For ad hoc surveys, I’ve been using a third-party Teams app, Polly. Unfortunately, Polly isn’t an approved place for storing company information … so while I’m happy to ask where people want to get lunch or if anyone needs a quick break, I don’t want to ask questions that contain company proprietary information.

Forms has a Teams bot that quickly creates a quick one-question survey. You’ll need to have Forms installed in your Teams space. Click on the “Store” icon, search for Forms, and select Microsoft’s Forms.

Select the name of the Team to which you want to add Forms and click “Install”.

Click “Setup” next to “Bot” to add the forms bot to your Teams space.

Now you can at-mention Forms and create a quick one-question survey. ** This works fine if you are using the Teams desktop client. In the Teams web client, adding the question removes the at-mention link (the @Forms text changes from purple to black). To create quick forms in the web client, I have to type the question/answer bit first, then hit ‘home’ to get to the front of the message and add @Forms **

Help will be displayed to remind you of the question/answer format.

Type your question and answers and send the message.

Forms will create a new post with your survey.

Survey results will be updated in real-time in the thread.

If you want to view detailed results (or export the results to Excel), visit https://forms.office.com The Forms bot creates a “Group form”, so you’ll need to select the “Group forms” tab. Click on the Teams space where you posted the form.

You’ll see the form – they’re readily identifiable because the form name starts with “<at>Forms</at>” followed by the question you posted. Select the form and you can view response details and open the response results in Excel.

One oddity – if you host a meeting in the Teams space, you can at-mention Forms to create a survey in the meeting chat. The response from the Bot – where people vote – does not appear in the meeting chat because the bot response is a new thread.

Team members will find the survey as a new thread in the channel.

This is a little confusing to me, so I just send the message to create the survey in the channel instead of using the meeting chat. Using the meeting chat would, however, associate the survey with the meeting because the message which prompted the form creation will appear in the meeting chat.