Sorry! I am new here, and this is my first time ever posting. I think it is amazing how helpful these communities are. Okay, I have 2 questions ( I know, I'm double dipping, I am trying to complete my project before I leave for my new job)
List item
I have a list of 1500 items for each of our 536 vendors, our original
vendor item list from last year, had only 1046 items, how can I
quickly add the extra 400+ items to each vendor list? In Excel
I am then inputting all of this into Access to keep a database of our
vendors and their product pricing, I would like to create a form that
will allow me to filter by such fields as vendor name, rate year, and
vendor number.
When selected from a drop down or combo box, it would display all
1500 items from that vendor. From here I would like to export
these filtered result to excel to send to our vendor to ask for
updated prices. I have been wracking my brain as for the best
method to do this. Please assist.
There are many ways to do this, but here's the one I thought of.
Create a table with the 150 items for each vendor. Create a blank field in the table for vendor name.
Create another table with the vendor name.
Grab the vendor name from the second table and plug it in with a variable into the dataset you grab from the first table. Use that to write a create table query.
Use table 3 to build your form on.
Related
Overview:
We’re in the process of switching to a new CRM. Importing Contacts and Companies - Easy. Importing the notes associated with those Contacts - Not so easy. For reference, there’s over 100,000 Contacts.
The Problem:
When I export Contacts from our old CRM, I get a .csv file that includes all Contact info and Note info for that Contact. Every Note that was created for a Contact is logged on a new row that includes: Contact First Name / Contact Last Name / Note Author / Note Create Date / Note. This is what a current export would look like:
Current .csv Export Example
This means that if a Contact had 8 Notes in the CRM, this Contact is duplicated for every Note.
If I upload this file to the new CRM, this contact is created 8x in the new CRM. Meaning I would have to merge this Contact 8x to merge all notes into one instance. This is clearly isn’t a sufficient solution.
What I’ve Tried:
I figured out how to combine comments from multiple rows into one cell on multiple lines using a =TRUEJOIN formula.
Ex: =TEXTJOIN(CHAR(10), TRUE, U12:U18)
I also figured out how to merge and combine data from 2 cells using a =CONCAT formula.
Ex: =CONCAT(TEXT(R4, "mm-dd-yyyy h:mm AM/PM")," - ",S4,": ",U4)
Goal:
What I’d like to do is identify the duplicate names, merge the Notes for that Contact into 1 Cell on multiple lines, while maintaining Note Creator and Create Date per comment. So I would have 1 Contact with all associated comments loaded to the new CRM. I would like to achieve something that would look like this:
.csv Example of What I Think it Should Look Like
I need help with a formula that would:
Identify duplicate names and remove all of the duplicate data from comment rows while maintaining the separate Note Creator, Note Create Date, and Note associated with that Note Creator.
There’s over 100K Contacts so conditional formula seems like the only way to achieve this.
I'm not sure if the title is a proper descriptor of what I'm trying to achieve here, hopefully it's close enough. I'm not a SharePoint expert, but I'm comfortable with creating forms and workflows as necessary to get something like this to work.
Basically, I need to have two separate SharePoint lists that are linked together, but one list needs to have row level security to hide data from other users that shouldn't see it. I need the column that is being linked to be an editable text box though, rather than a simple lookup field.
For example:
List A
Customer (text)
Description (text)
Sales People (person, multiple selections allowed)
Expenses (linked field)
List B
Customer (text)
Expenses (number)
Created by (just a reference that the sales people would actually "create" each row here)
Essentially, multiple people can be assigned to a customer in list a. The "sales people" are assigned by another user who actually creates the item for list a. I need to be able to have the people who are assigned as "sales people" to have a text box where they can enter their expenses, but on an individual basis, that would then be stored in list b with row level permissions to prevent them from seeing each others expenses totals.
List B would be able to show each sales person their full list of expenses across all the customers they are connected to, but not be able to see each others expenses. It's not a problem if the person creating the item for List A ends up with items in List B that are 0, but I need to be able to have the Expense field be an editable text box from a form that allows the sales people to enter their total expenses for that customer.
If I was building a custom application, this wouldn't be difficult to do, but I can't for the life of me figure out how to do this in SharePoint, or if it is even possible.
This is possible, but it will require custom development, using the SharePoint Object Model. Create your two lists and then you can either create a javascript/HTML based solution using libaries like jQuery and SPServices, or you can create a custom web part and use C# to update the lists. There's lot of examples out on the internet on how to do this. Write some code, and bring any problems you have with the code back to StackOverflow.
So I am trying to link an employee metrics pivot chart with an employee project table with one slicer. I want an employee slicer that manipulates all charts but the data is coming from 2 different places (SQL, Sharepoint). When I try to create a relationship based on Employees I get the following error: "The relationship cannot be created because each column contains duplicate values. Select at least one column that only contains unique values."
So one chart has quantitative items while the table has qualitative items and I want one slicer to manipulate both at the employee level.
I want to see all the data on both charts for the selected employee, and not just single items linked by unique values. I can use unique values, and have created relationships that one slicer can manipulate however I only get one record at a time that way and therefore the slicer has thousands of buttons (one for each record).
I wouldn't think this would be that difficult and I hope it's really not.
Please Help!
M2M relationships in PowerPivot will most likely cause more headaches than solutions unless you are aware of what you are doing. After some thought, I realized that I really do not want an m2m relationship because it would result in junk data for what I wanted. I just wanted to start my answer off acknowledging that I did not achieve an m2m.
So if you want to link SharePoint data to Excel here is what you need to do:
Export SharePoint data as an RSS feed. If this is something others will need to refresh then the rss file will need to be stored on a shared drive.
Add PowerPivot if you have not already done so. In PowerPivot get external data from other sources (rss feed) then add your file. To link data you will need a Unique ID to join tables on.
In my Infopath form I use a repeating table. On opening this form on sharepoint I would like to have some rows of the repeating table filled out using information from an other list. I use content types.
What i am working on is a Timesheet system where the user can register how many hours a week he worked on different projects.
I would like that by creation of a timesheet some predefined projects will be already inserted, meaning that the repeating table will have for example 5 rows already with 5 favourite or most used projects selected based on a separate PetProject list.
When I looked at the workflow in the list where the timesheet is being created I couldn’t find the column projectname in the dropdown so I cant give it a value. When I went to look in the Form settings of TimeSheets I saw that projectname cant be selected/edited, its in plain black whereas the other columns are blue and clickable. I thought its probably because the value of projectname is merged from the different rows in the repeating table.
Is there any way I can work around this problem and assign a value to projectname by creation of the timesheet?
Thank you so much!
I think that you will need to write some code to query the data that you are after and add the data to new rows in the repeating table.
There is a loading event that you can hook into to then query a secondary data source and then
add the row to the repeating table.
Will this run with in infopath as a thick client or will it run as a browser based form using infopath form service?
I have a Person field in my custom list. I want to have a view that will show multiple fields from that Person instead of the one I had to choose when creating the Person column.
So basically I want to have one column for Person and then in the view see Name, title, email, phone. All of those are valid choices but I can only pick one right now.
I really want to avoid typing in the username lookup for each column I choose to display.
This is SP 2007
It sounds like you need to create a custom fieldtype (with a fieldcontrol) that inherits from the userfield but in viewmode renders out the different columns you need. Is that something along the lines you are looking for?
http://www.sharepointblogs.com/nicksevens/archive/2007/08/31/create-custom-field-types-for-sharepoint.aspx
Note: This link is broken
You probably want a Computed Field. Note that this is not a Calculated Column. A Computed Field is what is used to display the same data is different ways. In SharePoint there is a Title field, but there is also a "Title (linked to item with edit menu)" computed field as well as a "Title (linked to item)" computed field.
See midway down this link for more details. I'm not sure if it will have all of the power that you need, but if it does it is almost certainly what you are looking for if you don't mind getting into the Schema XML file a little.
Could you use a DataView web part for this? If it's just a question of viewing the data that might be suitable.
Came across this thread and thought I'd add a tip. This suggestion is clearly not for every use case, but may work well in situations where you're managing a list rather than allowing manual inputs (verified to work with SP 2013):
Create a spreadsheet with columns to match your SharePoint list that contains multiple profile fields. (for example: name, phone number, email address)
In the spreadsheet, enter the same email address in all of the person/group field types in that row. (e.g., boss#company.com, boss#company.com, boss#company.com)
Select and copy the row(s) you wish to transfer to SharePoint.
In SharePoint, change the list view to "Quick Edit" and paste the row(s) into the grid.
SharePoint will process each field and convert the email address to the profile value you selected during the list setup.