I have a table with usernames, country and the sales data, all this in one table.
How can we restrict access for users based on country using personalized information link.
I saw some tutorials with multiple lookup tables, but unable to locate one which uses only one table data.
In your information link, use %CURRENT_USER% as the Value under the Filters box for the column which contains the username. Or, if you are using a procedure, it would be for an input parameter.
Related
I'm setting up a brand new database as a lot of the work we do is on multiple spreadsheets and a lot of the data is duplicated. I have a lot of knowledge with Excel, however, I feel that Access would much better suit the needs of the business and data management.
A large role for many in the business is to send emails/follow-up emails based on criteria, however, we use several services to do this and I need a new method of tracking people/businesses who have 'Opted-out' of email updates, we can export the people who opted out from the different applications and put into a spreadsheet.
I had a little play around with relationships to see if this would work, however, kept getting error along the lines of 'invalid for field type' and although I could do this with a simple countif function in Excel I was wondering if it's possible in Access without VBA.
One of the fields we have for our sponsors/delegates table is email address. I want to know if it is possible to create a new form & table or something to do the following:
User loads form, clicks a button and selects spreadsheet with emails in Column A
Data from column A is then imported into a blacklist table
Access removes duplicates and adds the rest to a blacklist table
Access updates sponsor/delegate table field 'opt-out' to yes for any email addresses added to the blacklist table
Edit: Here are 2 screenshots of the separate tables
What I need Access to do is basically tick the box 'opt-out' automatically for all records where the email matches to one in the blacklist
A query to update the opt-out field in your Sponsors table for all records which have a matching email address in the Blacklist table is relatively straightforward, with the matching operation performed by a single inner join, e.g.:
update Sponsors inner join Blacklist on Sponsors.[Email Address] = Blacklist.[Email Address]
set Sponsors.[Opt-Out] = -1
I'm creating a compliance mailing for my organization, the mailing will include merge fields that identify the office location, physician, and SiteId. The mailing will also include a table of information that is dependent upon the particular SiteId.
I'd like to use the import table function of MS word and set up a query that references a merged field (SiteId) so that the inserted tables populate the appropriate data for the particular site. I'm unable to do this.
How can I set up this document so that I can import only records from my source (an ms access query) that match the SiteId merge field?
Word's mail merge does not support one-to-many relationships. There are ways to coerce it, but only one of them can yield a table as a result and over the years it has become less and less reliable as Microsoft has not regarded it as important enough to maintain...
What you need to do is set up a query that provides ONLY the information you want displayed in the table, plus the key (SiteId). It's best to sort it so that all the SiteId entries list together, and are in the order the data will come through in the mail merge data source.
On the Insert tab go to Text/Quick Parts/Insert Field and select the Database field from the list in the dialog box. Click "Insert Database" and follow the instructions in the dialog box to link in the data. Be sure to set the Query Options to filter on the first SiteId from the data source. When you "Insert Data" make sure to choose the option to "Insert as a field".
This inserts a DATABASE field in the document which you can see by toggling field codes (Alt+F9). The field code can be edited and what you need to do is substitute the literal SiteId value you entered for the query with its corresponding MergeField.
When you execute the merge to a new document that should generate a table for each data record corresponding to the SiteId for the record. But, as I said, Microsoft hasn't done a great job of maintaining this, so it may require quite a bit of tweaking and experimenting.
If the results are not satisfactory then you should give up the idea of mail merge and use automation code to generate and populate the documents.
You can find more (albeit somewhat out-dated) information on this topic at http://homepage.swissonline.ch/cindymeister/mergfaq1.htm
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.
I have two tables which both include a date field. Currently I have two portals, one for each table (occurrence).
Is it was possible to display the results of both of these in one portal, and sort by the date?
Technically a portal can only display records from one table. If you need to join two tables then you have to do this manually or change the design and use one table instead of two (since you want them in the same portal, then the tables are similar to some degree; maybe this similarity can go into its own table).
Sometimes developers use the so-called virtual table technique: they create a table with, say, a field with the record number and a bunch of calculated fields that pick their values from elsewhere, for example, from prefilled global variables. They create a portal to this table, set up the relationship to display the required number of records, and write the code to fill these variables. This way they can show data that isn't stored in any table, combine tables, etc. But it's an arcane technique, I would recommend it only as the last resort.
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.