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.
Related
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 know this is a little backwards, but unfortunately this is what I have to do based on what I have to work with. Essentially we are getting data from one place, putting it into Excel and then running some pivot tables and then copying and pasting the results to Sharepoint. There is no way of getting the data into SharePoint from its initial source.
So here are the steps I have to do on a daily basis:
Go into 3 lists on sharepoint and delete the current data in there
Copy the data from each excel table and then paste it into the associated SharePoint list
Go into the Titles, etc part of SharePoint and update the file name to append the current date to it(ie change it from Data05032017 to Data 05042017)
I would like a way of automating this on a daily basis from Excel by simply pressing a button via VBA or if there is a way I can accomplish this wia linking somehow that would work too(not sure if its possible, I know you can link from SharePoint to Excel but unsure if you can go in the reverse direction).
So I first would like to know if this is possible and then if it is, how I go about doing it.
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 an Excel table with data but here the rows and columns each have meaning, for example:
ColHead1 ColHead2 ColHead3
RowHead1 Data11 Data12 Data13
RowHead2 Data21 etc. etc.
RowHead3
I would like users to edit the data using SharePoint forms.
I've considered the following options
Flatten the data and manually add editors for each field onto the form (so that I can simulate some sort of grid layout). This may become unmanageable if I need to make a change though.
Insert the data into a list and let SharePoint create a default form, but this will also flatten the data.
Is it possible to somehow use the data in SharePoint directly in a List (or lists) without flattening?
Or should I just post the Excel sheets for direct editing in SharePoint?
You are right. 2-D data cannot be handled by SharePoint.
The best solution here would be to use Excel Services.
In 2007, Excel Services did not allow to write changes to backend file. I am not sure if the situation has changed with SharePoint 2010. You might have to check it out.
You can also put Excel file in document library itself.
However, what I am missing here are the business objectives for this requirement. What essentially do you want to achieve by putting this data in SharePoint forms ? May be there is some better way which others will be able to suggest if they know actual requirements.
So you can export a list to a spread sheet, but can you do the opposite? Preferably from an Excel sheet.
Go the the Create menu in sharepoint and upder Custom Lists, click Import Spreadsheet. Type the name of the list, browse to the spreadsheet and click Import.
You can also sync your spreadsheet and list on a continual basis by making a list on your spreadsheet and then publishing that to sharepoint.
Open your sheet
Select your data
Click Crtl+l
Click ok
Right click list
Publish list
type name of sharepoint site
name of sharepoint list
click Finish
Yes, you can do it from Excel 2003 :( bit is bit limiting. There is a workaround to do the same from Excel 2007...
But, to achieve best results you should use Access 2007 because it provides you with everything you need. It allows you to do the same you can as from the web interface.