Is there any way to add authentication into an MS Excel spreadsheet? - excel

I have an excel spreadsheet with sensitive data. Recently the spreadsheet was accidentally shared with a person outside my company. I want to know if the following is possible:
- Ideally we want the Excel to check if the user is a company employee when the spreadsheet is opened and only show content if the user is a company employee. If the user is not an employee then don't show content.
Is this something that is feasible? If so what options are there to implement this?

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Reconciliation between Sharepoint List and monthly excel file uploaded to Sharepoint

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.

Trying to draft custom email body in outlook from excel spreadsheet

I'm trying to learn how to use Excel/VBA to automate as much of the below workflow as I can:
I receive an email from a manager notifying me that an employee has Covid. This initial notification is not standardized
I manually enter the information (employee name, their state, company, test date, test results, etc) into a spreadsheet. Sometimes certain cells information are left blank if they are not provided in #1
I REPLY ALL to original email. I use a template and edit based on the information I've entered into the spreadsheet (for instance, certain states have different guidelines) and attach PDFs depending on the company. I may also ask for missing information
My goal is to:
Be able to press a button in excel to draft an email body with information I've entered into spreadsheet. A combination of "mad lib" and "if this then that". If specific cells are blank, Id want the email to include what information i still need. I only send this specific email once, but I have to do it again every time there is a new Covid case.
My restrictions are:
Multiple people use this same workflow and spreadsheet, so ideally it would be simple for coworkers. I do not want excel to automatically send the email without the user reviewing it first.
I am very new to VBA, but am learning Python.
I cannot download anything on my work computer.
Thank you so much!

Open Specific Worksheet for user

I have a file with all Team Members with their Individual Data. I have kept the same in One Drive, but unable to control others to see the numbers.
Is it possible for me to assign user-specific access to a worksheet in excel with Employee ID as a Password to open and have an Admin Access to do anything?
Put a different password on each sheet - only the person for that sheet and you know the password, then each can only access "their" sheet.
I suggest you don't use the employee ID as people can find out each others - why does IT spend so much time chasing us to use sensible passwords?
Also consider the use of vba - on opening it asks for the password and then opens the "correct" sheet - not tried this but interesting. Check out the difference between "hidden" and "Very Hidden" which is available as well.
There are posts on here about using passwords on sheets and hidden / very hidden.

Dispatch Excel to different SharePoint lists based on Department field

I have Excel sheet representing a survey that shall be dispatched to different departments (based on one department field). How can this be done with the help of SharePoint? Note that each department can only see the result (charts) pertinent to it.
You could host the Excel file in non-searchable document library and create some chart web parts that relate to different department.
This can't be done with a full security based on the excel contents, so if you want to have full security you must create multiple files.

Create a SharePoint Survey from an Excel spreadsheet

I'm an admin, not a programmer. Someone over on serverfault thought i should try this question out here.
Is there a way to import information into a survey from an external datasource? I have a user who has a spreadsheet full of measures (Over 300 of them) who would like to create a few surveys in SharePoint so that he could ask our users to rate some software based on these measures.
Manual data entry of all 300+ measures directly into a survey would take a LOT of time. Is there an easy way to get these measures into a survey?
The survey is simply a SharePoint list with a column for each question - Opening the list in datasheet view may get you what you need.
You can also create a list from a spreadsheet - That won't be a survey, but you should be able to export it as a template, and copy the xml for the columns into another template that is a survey.

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