Sharepoint

🧠 Prerequisites (Do First on Your End)

Install PnP PowerShell (if not already)

Install-Module PnP.PowerShell -Force -AllowClobber

Connect to SharePoint

Connect-PnPOnline -Url "https://contoso.sharepoint.com/sites/YourTeamName" -UseWebLogin

Replace the URL with your actual Teams-connected SharePoint site URL.

📜 PnP PowerShell Script: Create the List + Columns

Here’s a ready-to-run script. You’ll want to paste this into PowerShell after connecting to your site.

# Create List
New-PnPList -Title "Debit Analytics Request Tracker" -Template GenericList -EnableContentTypes $false

# Core Columns
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Request Title" -InternalName "RequestTitle" -Type Text -Required
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Request Type" -InternalName "RequestType" -Type Choice -AddToDefaultView -Choices @("Ad-Hoc", "Dashboard", "Experiment", "Regulatory", "Peer Survey", "Refresh", "Maintenance", "Admin") -Required
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Business Objective" -InternalName "BusinessObjective" -Type Note -Required
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Ideal Completion Date" -InternalName "IdealCompletionDate" -Type DateTime -Required
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Request Submitted By" -InternalName "RequestSubmittedBy" -Type User -Required
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Output Format" -InternalName "OutputFormat" -Type MultiChoice -Choices @("PowerPoint", "Excel", "Dashboard", "Tableau", "Data Only", "Other") -Required
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Recurring?" -InternalName "Recurring" -Type Boolean -Required

# Experiment Fields
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Hypothesis or Business Question" -InternalName "Hypothesis" -Type Note
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Expected Outcome or Decision" -InternalName "ExpectedOutcome" -Type Note
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Design Constraints or Preferences" -InternalName "DesignConstraints" -Type Note
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Target Population" -InternalName "TargetPopulation" -Type Choice -Choices @("New Customers", "Digital Cardholders", "All Cardholders")
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Desired Timeline Window" -InternalName "TimelineWindow" -Type DateTime

# Recurrence
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Recurrence Frequency" -InternalName "RecurrenceFrequency" -Type Choice -Choices @("Daily", "Weekly", "Monthly", "Quarterly", "Ad Hoc")
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Audience (Recipients)" -InternalName "Audience" -Type UserMulti
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Delivery Method" -InternalName "DeliveryMethod" -Type Choice -Choices @("Dashboard", "Email", "Teams", "Live Presentation")

# Internal/Restricted
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Priority Level" -InternalName "PriorityLevel" -Type Choice -Choices @("Standard", "Urgent", "Emergency")
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Emergency Impact Statement" -InternalName "EmergencyImpact" -Type Note
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Effort Estimate (hrs)" -InternalName "EffortEstimate" -Type Number
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Discovery Required?" -InternalName "DiscoveryRequired" -Type Boolean
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Mechanical Run Time (hrs)" -InternalName "MechanicalTime" -Type Number
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Reach Score" -InternalName "ReachScore" -Type Number
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Impact Score" -InternalName "ImpactScore" -Type Number
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Confidence Score" -InternalName "ConfidenceScore" -Type Number
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "RICE Score" -InternalName "RICEScore" -Type Number
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Request Status" -InternalName "RequestStatus" -Type Choice -Choices @("New", "Clarification Needed", "In Progress", "QA", "Delivered", "Deferred")
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Analyst Notes" -InternalName "AnalystNotes" -Type Note
Add-PnPField -List "Debit Analytics Request Tracker" -DisplayName "Assigned To" -InternalName "AssignedTo" -Type User

📦 Site/List Template Export (PnP Format)

To create a reusable template from this list (after you set it up and tweak it to your liking), run:

Get-PnPProvisioningTemplate -Out "DebitAnalyticsRequestListTemplate.xml" -Handlers Lists

This creates a .xml template that you can import on any other SharePoint team site with:

Apply-PnPProvisioningTemplate -Path "DebitAnalyticsRequestListTemplate.xml"

Download Excel File

\documentclass[12pt]{article}
\usepackage[margin=1in]{geometry}
\usepackage{enumitem}
\usepackage{titlesec}
\usepackage{hyperref}
\usepackage{setspace}

\titleformat{\section}{\large\bfseries}{}{0pt}{}
\renewcommand{\labelitemi}{$\square$}
\setlength{\parskip}{1em}

\title{\textbf{Analytics \& Data Request Form}}
\date{\today}
\author{}

\begin{document}
\maketitle

\noindent\textit{Please complete this form to help the analytics team understand your request. Clear inputs help us deliver the right solution faster.}

\section*{Step 1: What Are You Asking For?}

\textbf{1. What kind of help do you need? (Check one)}
\begin{itemize}[leftmargin=2em]
    \item A quick question or one-time analysis (Ad Hoc)
    \item A dashboard or visual update
    \item Help designing or analyzing an experiment
    \item Regulatory or compliance support
    \item Ongoing/recurring report
    \item Other (please describe below):
\end{itemize}
\vspace{2em}

\section*{Step 2: Help Us Understand the Business Context}

\textbf{2. What decision or outcome will this help with? (Required)}\\
\textit{Example: “We’re deciding whether to roll out digital cards to reissuance customers.”}
\vspace{4em}

\textbf{3. What specific question should this answer? (Required)}\\
\textit{Example: “How many customers used their card within 30 days of reissuance?”}
\vspace{4em}

\textbf{4. Target delivery date (if any):} \hrulefill

\textbf{5. Priority (circle one):} \textbf{Standard \quad | \quad Urgent \quad | \quad Emergency}

\textbf{If Emergency, provide justification below:}
\vspace{4em}

\section*{Step 3: What Output Works Best for You?}

\textbf{6. What kind of output do you want? (Check all that apply)}
\begin{itemize}[leftmargin=2em]
    \item Summary in PowerPoint
    \item Raw data in Excel
    \item Dashboard (Tableau or Power BI)
    \item Just an answer in email/chat
    \item Something else (please describe):
\end{itemize}
\vspace{2em}

\textbf{7. Is this request expected to recur?} \hfill Yes [ ] \quad No [ ]

\textit{If Yes:}
\begin{itemize}
    \item Frequency: \hrulefill
    \item Who should receive it? \hrulefill
    \item Preferred delivery method (circle one): Email \quad | \quad Teams \quad | \quad Dashboard
\end{itemize}

\section*{Step 4: What Do You Already Know?}

\textbf{8. Do you already know where this data might live?}\\
\textit{Example: “In the card transaction dataset we used last month.”}
\vspace{4em}

\textbf{9. Any constraints or preferences we should know about?}\\
\textit{Example: 'Only debit cards', 'Exclude test BINs', or 'Format for board deck'.}
\vspace{4em}

\section*{Step 5: Who Should We Talk To?}

\textbf{10. Who is the best person to clarify this request (if not yourself)?}
\vspace{3em}

\textbf{11. Anyone else who should be copied or included?}
\vspace{3em}

\end{document}

Sharepoint

Further reading