Office 365 Penn State



Sign into Office 365 Email Go to and you should be immediately redirected to a Microsoft login window. Enter your Penn State email address (e.g. Xyz789@psu.edu) and click the 'Next' button. You may be directed to another page asking if your account is a business account or a personal account.

This Power BI Learning Path supports all Penn State faculty and staff using Microsoft Power BI. This Learning Path teaches you how to utilize the various analytics tools of Power BI within Office 365. Follow in the order of the modules or choose individual topics to review.

Power BI is an analytics program for creating, editing, and managing datasets and visualizations. Power BI allows you to transform data into various visuals, explore and analyze data through multiple tables and charts simultaneously, and collaborate on and share dashboards and interactive reports. Get acquainted with basic and advanced Power BI features in each of the available platforms. In addition, learn how to install the application on your devices.
What is Power BI?

This video is an overview and introduction to Power BI.

Explore Features of Power BI Between Devices
  1. Under the Right to Know Law, Penn State is required to report the salaries of certain employees and information that would be required if Penn State were subject to the filing of IRS Form 990 (Return of Organization Exempt from Income Tax), which includes the compensation of the University’s officers and salaries of the twenty-five highest.
  2. This is a nonsubscription version of Microsoft Office Professional Plus 2019 that includes Word, Excel, PowerPoint and Outlook that students may keep after leaving Penn State. This is not a download of Office 365, the comprehensive suite of applications currently licensed for use by Penn State.
Note: Macintosh does not support Power BI Desktop

This documentation compares Power BI Desktop to Power BI service offerings.

Log in and Download Power BI
Note: Be sure to log in using your Penn State standard access account information

This documentation provides an overview of Power BI and its functionality.

Power BI allows you to connect to or import data and reports from files, datasets, and databases. This includes exported datasets from Penn State iTwo.
Learn how to prepare data to be imported into Power BI. You can import data from files, Excel Workbook, and comma separated value (.csv) files. When importing files into Power BI, data must be formatted into tables.
Get Data from Files
Prepare and Merge Databases
You can create interactive reports and dashboards through Power BI from various datasets and sources. When creating reports or dashboards, you can add various interactive visuals to help illustrate trends and touchpoints in your data.
Reporting in Power BI
Power BI allows you to collaborate, share, store, and publish your work. Power BI also allows you various levels of security and privacy for sharing your work with others. Note: Prior to storing data in Power BI, please refer to the Penn State’s Information Assurance and IT Security Policy AD95. If you have questions on data categorization and security, contact Penn State’s Office of Information Security security@psu.edu.
Ways to Collaborate and Share your Datasets, Dashboards, and Reports
Ways to Collaborate and Share your Datasets, Dashboards, and Reports
Share and Collaborate in Office 365

Visit the Sharing and Collaboration in Office 365 Learning Path

Penn State Information Storage Policies

Office 365 and its applications are not approved by Penn State University for the storage of “High” or “Restricted” information. Penn State’s Policy AD95 establishes guidelines for information classification and handling within the University. Please refer to the following resources before using and storing information created by any Office 365 tool or application. Please contact security@psu.edu with any questions.

Use this resource to gain understanding of information storage policies at Penn State.

Use this tool to help you determine the classification level of your information.

Share your thoughts on the learning path experience using the Provide Feedback link below.

Introduction

This Planner Learning Path supports all Penn State faculty, staff and students using Microsoft Planner. Follow this learning path in order of the modules or choose individual topics to review.

What is Planner?
Planner is included in the Penn State O365 implementation.

Office 365 Penn State Email Login

Office 365 Penn State
Planner is a web-based application. Currently there is no desktop application.
Access Planner Online From Your BrowserOffice 365 Penn State

Click Login on the Office 365 at Penn State Homepage and select Planner.

Penn State Office 365 Email Iphone

Start by creating a plan and adding team members. Creating a plan also creates a new Office 365 Group in Outlook, making it easy for team members to collaborate not only in Planner, but also with other Office 365 applications including Outlook, OneDrive and SharePoint.
Create a New Plan
Add Plan Members
An online document or tool is accessible when it can be easily understood by everyone, regardless of what browser or adaptive equipment he or she is using.
Explore Planner Accessibility Features and Recommendations
Explore Planner Accessibility Features and Recommendations
Ensure Your Word, PowerPoint and Excel Files Meet PSU Accessibility Guidelines
Ensure Your Word, PowerPoint and Excel Files Meet PSU Accessibility Guidelines

Resources for optimizing for accessibility in Word, PowerPoint, or Excel files prior to attaching them to a Plan.

Use Planner to bring together teams, tasks, and documents for better project management.
Create Tasks in Planner
Attach Files to a Task
Edit and Delete Tasks
Assign People and Due Dates to Tasks
Organize Tasks with Buckets, Lablels and Checklists
Organize Tasks with Buckets, Lablels and Checklists

Buckets are used to group and organize tasks in Planner. A plan can have multiple buckets.

Before storing files in Office 365, review Penn State's policies on information storage.
Penn State Information Storage Policies

University Of Pennsylvania

Office 365 and its applications are not approved by Penn State University for the storage of “High” or “Restricted” information. Penn State’s Policy AD95 establishes guidelines for information classification and handling within the University. Please refer to the following resources before using and storing information created by any Office 365 tool or application. Please contact security@psu.edu with any questions.

Explore the options in Planner for monitoring and tracking the progress of a Plan.
Track and Update a Plan's ProgressOffice

Microsoft Office For Penn State Students

View Your Plan’s Progress and Get Updates in Planner (documentation)

Planner integrates with other Office 365 applications such as Outlook, Groups, Teams and SharePoint allowing users to get organized quickly, work together effortlessly, and stay on the same page. Get acquainted with some options for integrating Planner with other Office 365 applications.
Integrate Planner with Office 365
This resource demonstrates how to use the Planner connector to create tasks based on any of the many of different triggers that Microsoft Flow supports, including Outlook, OneNote, Teams, and SharePoint.
Office
Collaborate with your team using Planner to co-author office documents in SharePoint, read and respond to comments in Outlook or Groups, schedule events and take meeting notes in OneNote Online.
Share and Collaborate in Office 365

Visit the Sharing and Collaboration in Office 365 Learning Path to explore these options.

Share your thoughts on the learning path experience using the Provide Feedback link below.