I have a sharepoint document list with more than 700+ list items. Now few items have empty value for one column. Manual editing is time consuming. I want to update multiple list items. I have exported the list and want to now synchronize the excel sheet table with the SharePoint List. How can I do it.
Did you use"Export to Excel" to export the document library to excel?
By default, "Export to Excel" is a one-way sync which just syncs changes from SharePoint to Excel, and is unable to sync changes from Excel to SharePoint. It is a limit currently, there is a user voice about this feature, you can vote up it.
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I'm new to sharepoint (working with the 365 version).
I have a list that will be available across multiple pages within a site to collect data on project updates.
As I'd like to avoid having to create a separate list for each page and at the same time remove the need to manually populate a "Project Name" field I'm looking for a way to populate that field automatically based on the page name (title).
Does anyone have a solution?
Thanks
David
I am quite new to power apps and trying to determine the best course of action for my below scenario. I want to identify which users submitted to List A and which haven't based on each new monthly file.
I have a List(List A) on Sharepoint I created where users go in and input information, I want to come up with a list of users who have submitted to this list.
I want to reconcile with this monthly file excel that is dropped into a sharepoint link by another user with updated information. So essentially it would be doing a Vlookup into List A to determine who has submitted a record. .
So what I have done:
Created List B manually (from the excel file dropped)
using Power automate/Flow do a vlookup from List B to A whenever a record is created in A.
I created a column in List B that is not within the standard excel file (Column name Submitted, answers would be either Yes/No based on the vlookup) , Vlookup is something like if A.ProjectID = B.ProjectID then B.Submitted = Yes otherwise No.
Problem:
What are my options to get around the fact this file is uploaded monthly? I dont want to recreate List B each month and have to setup the "Submitted" Column each time. I want this to work in an automated fashion.
Some Questions/Ideas:
Is there a way I can overwrite List B and keep the "Submitted" column each month automatically? It is dropped into a new folder each month on SP. ie "Aug 2021" , "Sept 2021", etc.
Can I do the recon in the sharepoint excel file itself automatically each month? Ie When the excel file is created run a macro to create the new column and do a vlookup?
Can a 3rd List be created as some master tracker page to hold all project status'?
Any ideas or suggestions are welcome. Looking for the best way on how to do this. Thanks
I think you should approach this from PowerAutomate.
I'd start off by creating a flow with a SharePoint trigger to catch when the Excel file is uploaded.
You should then get the content from the Excel with Excel Online / List Rows in a Table
Use 'Apply to Each' to loop over each user in the table. Inside the loop do the lookup.
Write back the result to the Excel with Excel Online / Update a Row action.
I'd recommend you create a separate thread for the project master list problem and elaborate your goals thereto.
I have an excel document which is sent daily to me.
I have a SharePoint List that is then update daily by me with all the excel documents information (complete overwrite each day).
The list is used to generate a few calculation and metrics reports.
Is there a way to associate the List and Excel document together so I can just overwrite an excel document in a document library and the list will populate? I know I can create a List from an excel document but that is only a one time process as far as I can tell.
I have excel services turned on so I can view the document in the browser.
Currently, I use a query like this to query the List. If this can be changed to query the excel document that is another viable option.
$().SPServices({
operation: "GetListItems",
CAMLQuery: "<Query><OrderBy><FieldRef Name='date'/></OrderBy></Query>",
CAMLViewFields: "<ViewFields><FieldRef Name=<fieldName>/></ViewFields>",
listName: <list id>,
completefunc: <functionname>
});
});
Looking about on the web the two options I can find are:
http://www.codeproject.com/Articles/134054/Restoring-Two-Way-Synchronization-on-SharePoint-Li
Open your sharepoint list in Access with two-way syncronisation enabled. Use VBA to import your data from excel into access, run an
update/insert (upsert...) query against your imported data to update
the sharepoint list and with luck, voilà
Just a curious question, you said you need the list for reporting purpose, can't you use the same excel for reporting/charting. So you generate pivot charts and table with data. When you receive new excel data you just update the excel with new data and upload it in sharepoint.
Than use Excel viewer webpart to render it on page!
i have a custom list in sharepoint portal. i filtered it and export it but it displayed all item in excel. it ignored filtered results. i searched and found sharepoint 2010 doesn't allow get filtered data to excel. After that i found this link: http://www.codeproject.com/Articles/400720/SharePoint-2010-Export-Selected-Items-to-Excel and i tried it but it didn't work. i don't understand why. Is there any way export filtered list to excel in sharepoint 2010?
The link you reference only exports "selected" items---ones your put a check next to. With some moderate effort, you could modify the code to only export "filtered" items, but I have found it to be much easier to create views. When you create a view, it will only export the records that appear in that view.
Another approach would be to use the GetListItems Web service to retrieve the items you need to export.
Is there a way to have SharePoint automatically save a copy of its list (spreadsheet) to a file at the end of the day?
My understanding is that versions are just for backup and are triggered by a single item changing.
Right now we have an excel spreadsheet that we work on each day adding new items and working on them and updating them - then the next day we copy the previous days document and rename it to todays date. Apparently this is for auditing purposes to view activity between different days.
I would like to move to SharePoint since we have a SharePoint 3.0 site on our intranet already setup and I have created a custom list that does everything else but do not see how to have these automatically exported without someone manually saving them.
On a side note, at some point we are moving to SharePoint 2010 so I dont know if that will give us what we need.
EDIT: I think I should be more specific that I want to save the entire contents of the list, not just version a single item. SharePoint seems to only version item by item and not the entire list. Not sure if there is some automated export of list data option available.
Well, SharePoint you can enable document versioning in SharePoint - you can check all versions and see who an when has modified them.
In case you really need to copy some files, maybe some workflow could help