Excel Workbook Versioning via SharePoint - excel

I have an Excel workbook with several SharePoint data connections that builds up a dashboard of various statistics. My issue is that there have been several different versions of the dashboard, and I need to make sure that everyone keeps up to date. To this date I have done the following :
The front worksheet of the dashboard has the version number of that sheet in cell Z1.
On SharePoint I have created a list containing the latest version number of the dashboard.
On the dashboard I have created a data connection to the SharePoint list containing the version latest number, which populates a hidden sheet on the dashboard.
On opening the workbook, a modal form pops up. In the load of that form, it performs a check between the local version number (cell z1) and the latest version number on the hidden sheet.
The problem that I am having is that the version check in the modal form is being executed before the workbook data refreshes - not good.
Is there any way that I can get the version check to occur after the data connections have all refreshed, or is there a simple way that I can get the latest version number from SharePoint directly in the vb code of the modal form.
Cheers, Pete

Just wanted to share my solution. I disabled the refresh on open to the versioning list and added VB into the form initialise in the modal form to perform that refresh. Because the refresh command is before the version check code, I know that the version check is looking at the latest data and not a pre-refresh button. Thanks Scott.

Related

Excel is it possible to create a master file template, that updates other worksheets automatically

I’m creating an excel user form app for a department that is located in 2 different places.
What I don’t know is: is it possible to have a master file (like Wordpress multi site) where I can add updates, make modifications etc… and the workbooks with userform that departments are using gets updated automatically (without me moving to locations physically and adding the updates one by one) ?
My company users Excel 2016.
Thanks for any replies and suggestions :)
You can create a macro to updates other files and set it run on some event with master macro - for example on event Workbook_SheetTableUpdate

Excel Power Query Refresh While Co-Authoring - Can't Merge Changes

I have a Power Query which summarizes some data on user specific sheets into a master sheet from several user specific sheets that are edited using coauthoring via one drive. The source of the query being refreshed is the workbook itself and it is refreshed by hitting the refresh button in the UI. It works fine if users are not currently editing cells but if one of the users is mid-edit in a cell and the refresh runs on the query the user is presented with a message that their changes cannot be merged and that they must discard or save a copy when they try to leave the cell. Is it possible to prevent this from happening?
I brought this issue up to MS support and was told this is likely a bug in need of a hotfix. Excel Online does not support PQ, so when PQ refreshes and co-authoring is happening, it triggers the error. Hoping an update rolls out in the near future for this because it seems like such a huge oversight.

Using a JIRA saved filter with REST API and Excel

I have a report that I need to update in Excel many times a day using statistics from JIRA. If I can import these directly with code I would save a lot of time and effort.
Is it possible to use a saved JIRA filter in conjunction with the REST API function to import the results to Excel using a VBA macro?
This is a solution does not use REST API, but it may work for you. This is a workaround I am using so far and it works:
Run the Filter in Jira
Export the result list into an excel file using the Export CSV file with the option current field (to avoid having unnecessary fields) and with the right button of mouse select: Open in a new window
Now you will see the URL associated with your filter in a new window of your browser. Your filter is represented by a Filter ID, therefore the query will be always the same.
Go to excel and use the URL as a hyperlink
Every time you click on the hyperlink it will download the file from Jira. You need to have a Jira open sesion in your browser.
Create a VBA marco that click on the hyperlink for downloading the file.
Use Power Query for example for loading the file from the download folder location into a worksheet. Power Query is a new excel feature. Power Query is an ETL tool integrated into excel for loading files and processing them.
The steps 6-7 automates the process. Run the Marco for downloading the file and refresh the content of your worksheet from Data Connection. You can have an additional macro that refreshes the content of the worksheet. It refreshes all pivot tables and the file connection for reading the file.
Hint: Use excel Table for keeping the information updated automatically when additional information is loaded into the worksheet. If you use pivot tables for presenting the data, use as data source an excel table instead of excel range.
It minimizes a lot the manual effort.
Here you can find a solution that uses REST API, the author provides the source code, but it is more complicated. If you need something simple, my solution may work for you.

Ensuring DatePicker is available in VBA

I have a question to which I couldn't really find an answer for with a Google Search. I'm working on a VBA assignment, one of the sections requires the user to enter a start and end date which will be used to filter through a set of data. I have been using the DatePicker package and it has been working fine. I then emailed my assignment (to myself) to work on later on, and noticed that the DatePickers don't show up on the forms. When I open my assignment, an error message pops up saying "Could not load some objects because they are not available on this machine". Now, the Date Pickers are already installed on the computer I am using, but they have to be added through the menus in excel.
Anyway, I was just wondering if there is anyway I can ensure that the date pickers will be available with the Excel file that I eventually submit. Otherwise, I will have to input the dates through another mechanism (which is fine, but the Date Pickers provide a nicer visual than the drop down lists of Day, Month, Year.
I hope this question is clear and thank you for any help
Excel does not have a date picker calendar control out of the box that seamlessly works in all versions. There are some ActiveX controls that can be used in earlier versions, but they won't work with later versions.
Ron de Bruin has written a VBA data picker tool that works in all Excel versions and has a collection of info about the calendar control on his page here: http://www.rondebruin.nl/win/s8/win003.htm

Creating a Sharepoint Report

I work for a fairly large hospital in their Decision Support Department. We have several tools at our disposal for querying data, but our way of distributing the information could use some work.
We typically run our query and then copy and paste the data into Excel. From there we create graphs and crunch some numbers before sending the Excel file out via email.
We've recently been given access to our own Sharepoint site and so far it looks promising for document distribution. What I'm wondering though is this; what kind of functionality is built into Sharepoint for building reports that run automatically.
It would be great to take a whack of our monthly query to Excel reports and set them up to run automatically via Sharepoint.
I did some reading about Sharepoint lists and that seems promising, but I thought I'd ask here for the best way to go about this - provided it's even possible.
I guess a good first step would be how to create a report in Sharepoint?
I'm going to assume you're using Sharepoint 2013 and Office 2013.
You have a couple options available to you with Excel and Access. Both methods I'll briefly describe can be automated. In either case, you will need Lists, as they can connect to Excel and Access as tables.
For the Excel route, simply choose the "Export to Excel" option in a SharePoint list. This will create an Excel version of your list, but it's more than a static workbook--that workbook retains a one-way link from SharePoint to Excel, so you can refresh the spreadsheet to reflect the most up-to-date version of your SharePoint list. Furthermore, you can link multiple Lists to a single workbook--you'll have to export each list to Excel individually, but each worksheet will still retain its link to its respective list after you consolidate the spreadsheets into a single workbook. You can save this workbook wherever you like, it'll still keep the link. I personally like to set my linked workbooks up with macros that automatically refresh the spreadsheet whenever file is opened, but that's just me. The reason you might consider this option would be to avoid having to recreate the work of creating graphs and whatever other analytics you're doing--you may well be able to set yourself up such that the graphs and analytics pull live from the table that's coming in from SharePoint.
*Do note that changes you make to list data in Excel isn't sent back to SharePoint--this is done to protect your list.
For the the Access route, you can import a list into Access as a table. This option creates a dynamic link to your SharePoint list the same way the Excel option does--the link is one-way and what you do in Access won't be sent back to SharePoint. You can create queries and reports as you normally would after the table is imported.

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