I have had a feature request for my Excel Addin (office-js) to export data from Excel directly to Word. The workflow after execute (from within Excel) would be:
1. User selects table within Excel;
2. MS Word Opens a template document;
3. The table from Excel is copied into a specific location within the Word document
I have examined the API as well as available examples and haven't come across the ability to do this. There are alternative workflows I can explore but just wanted to confirm if this was possible.
Thanks you.
Can you do it in VBA? if you can, this should be a new feature ask, and then you could submit your request in uservoice and upvote for this feature at https://officespdev.uservoice.com/forums/224641-feature-requests-and-feedback?category_id=163563. and upvote for this feature. thanks for your support
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I just got the permission to try out Power Automate.
We have only one thing running in Excel via VBA and should replace it with a new solution:
What does this Excel VBA:
Filtering Column A for each value in Column A
Copying the filtered content and create a new table with only this content
Take this new table and create a mail-draft for a recipient (mail adress is stored in another column)
Close table/Delete table
next record out of filter array based on Column A
I find many tutorials for Power Automate with iteration over arrays but i have no clue how to generate this initial array of possible criterias out of column A - the part with sending mail (and creating HTML tables within this mail) is shown often.
In addition to asking for access to Power Automate, also ask permission for Office Scripts. This allows you to record (and write) Office Script macro's which you can call from your Power Automate Flows.
The Script bit is needed to manipulate the Excel file and update the separate tables.
See this page for a starter on Office Scripts:
https://jkp-ads.com/Articles/Excel-office-script-basics.asp
And this one for some example scripts:
https://jkp-ads.com/Articles/Excel-office-script-examples.asp
It sounds like you should be looking into Office Scripts. You can find Microsoft's examples on Office Scripts under the Samples section here. And you can find the Stackoverflow forum on Office Scripts here if you have any specific questions.
I have an excel spreadsheet with multiple sheets. I'm trying to create a sharepoint list for each sheet and when the excel spreadsheet is updated, the sharepoint is updated.
It looks like you can link an access database with sharepoint but I'm struggling to find a guide to link a sharepoint with an excel.
it isn't possible to modify a spreadsheet and have it update SharePoint, you can only update the spreadsheet with changes from SharePoint.
From reading the MS documentation found at https://support.office.com/en-us/article/Synchronize-a-SharePoint-list-with-a-spreadsheet-program-d4337a01-2be4-43b5-bb42-28aefe64eafd
There are three ways to synchronize data between a SharePoint list and
a spreadsheet program. Whichever way you choose, this synchronization
is one-way, or unidirectional. Changes made in the SharePoint list can
be updated in the spreadsheet program, but any changes that you make
in the spreadsheet program are not written to the SharePoint list.
It seems that the best you can do is to update SharePoint by creating a new list, but that probably isn't going to help you unless you can somehow use the new list to replace the old one.
As you state, you can do a bi-directional synch from Access, and this is confirmed by the MS documentation https://support.office.com/en-us/article/Synchronize-a-SharePoint-2010-list-with-Access-2010-975BFB97-C799-4FCE-B7CC-3DB3B397F116
There are three ways to synchronize data between a SharePoint list and
Access 2010. Whichever way you choose, this synchronization is
two-way, or bi-directional.
This is possible with MS Flow, though it requires a bit of effort. You can then trigger the flow based off any conditions you want (Excel doc saved, once a day, etc)
Instructions can be found here: https://powerusers.microsoft.com/t5/Building-Flows/Update-Sharepoint-List-From-Excel-File/td-p/111477
I have a list on Sharepoint,and I would like to update that list from any excel sheet/file I create "Having same formatting of course". Can I achieve that? I know that you can create a List on sharepoint from an excel sheet "Table Format" but I couldn't find any solution to sync sharepoint list from any excel sheet. Shall I do some scripting to achieve that ? I'm using Excel 2010 and Sharepoint 2010
Do you need to actually do any further interactions with the SharePoint list?
If not, a solution could be to just display the excel sheeet as a Range within a page. https://msdn.microsoft.com/en-us/library/office/ee556820.aspx
Don't think you get my point. Suggesting that you do not use a list at all. Just display the excel sheet directly.
If you do need to update a list from excel, you must use scripting of some kind. Question is if you can call the script from within excel, or it must happen when uploading the excel sheet.
Perhaps if you tell the complete scenario, it is easier to help.
Since I need further interaction with the list, I have decided to go with Access, which provides an out of the box solution. Simply create a blank database and link it with the desired list on SharePoint and that would be it.
I work for a fairly large hospital in their Decision Support Department. We have several tools at our disposal for querying data, but our way of distributing the information could use some work.
We typically run our query and then copy and paste the data into Excel. From there we create graphs and crunch some numbers before sending the Excel file out via email.
We've recently been given access to our own Sharepoint site and so far it looks promising for document distribution. What I'm wondering though is this; what kind of functionality is built into Sharepoint for building reports that run automatically.
It would be great to take a whack of our monthly query to Excel reports and set them up to run automatically via Sharepoint.
I did some reading about Sharepoint lists and that seems promising, but I thought I'd ask here for the best way to go about this - provided it's even possible.
I guess a good first step would be how to create a report in Sharepoint?
I'm going to assume you're using Sharepoint 2013 and Office 2013.
You have a couple options available to you with Excel and Access. Both methods I'll briefly describe can be automated. In either case, you will need Lists, as they can connect to Excel and Access as tables.
For the Excel route, simply choose the "Export to Excel" option in a SharePoint list. This will create an Excel version of your list, but it's more than a static workbook--that workbook retains a one-way link from SharePoint to Excel, so you can refresh the spreadsheet to reflect the most up-to-date version of your SharePoint list. Furthermore, you can link multiple Lists to a single workbook--you'll have to export each list to Excel individually, but each worksheet will still retain its link to its respective list after you consolidate the spreadsheets into a single workbook. You can save this workbook wherever you like, it'll still keep the link. I personally like to set my linked workbooks up with macros that automatically refresh the spreadsheet whenever file is opened, but that's just me. The reason you might consider this option would be to avoid having to recreate the work of creating graphs and whatever other analytics you're doing--you may well be able to set yourself up such that the graphs and analytics pull live from the table that's coming in from SharePoint.
*Do note that changes you make to list data in Excel isn't sent back to SharePoint--this is done to protect your list.
For the the Access route, you can import a list into Access as a table. This option creates a dynamic link to your SharePoint list the same way the Excel option does--the link is one-way and what you do in Access won't be sent back to SharePoint. You can create queries and reports as you normally would after the table is imported.
I am trying to write an add-in that will allow a user to connect to a SQL database and draw the data from a table into Excel. (This is the simplest explanation, but not the entire explanation of the necessary functionality.) I found this article:
http://msdn.microsoft.com/en-us/library/cc668212%28v=vs.100%29.aspx
and it works nicely. However, my question is this: how could I create the data source (mentioned in "Creating a Data Source" in the above link) programmatically?
For example, I would like the user (via the Excel add-in) to be able to enter the server name, database name and table name, and then create a specific dataset, tableAdapter and bindingsource. I don't want to "hardcode" (or use a wizard to achieve) it in the add-in prior to kicking-off Excel.
And I think there is something where one can just import data into Excel. That is not what I am looking for. There are reasons for wanting to use an add-in.
Any help / references will be much appreciated!
:-)