I have an excel document which is sent daily to me.
I have a SharePoint List that is then update daily by me with all the excel documents information (complete overwrite each day).
The list is used to generate a few calculation and metrics reports.
Is there a way to associate the List and Excel document together so I can just overwrite an excel document in a document library and the list will populate? I know I can create a List from an excel document but that is only a one time process as far as I can tell.
I have excel services turned on so I can view the document in the browser.
Currently, I use a query like this to query the List. If this can be changed to query the excel document that is another viable option.
$().SPServices({
operation: "GetListItems",
CAMLQuery: "<Query><OrderBy><FieldRef Name='date'/></OrderBy></Query>",
CAMLViewFields: "<ViewFields><FieldRef Name=<fieldName>/></ViewFields>",
listName: <list id>,
completefunc: <functionname>
});
});
Looking about on the web the two options I can find are:
http://www.codeproject.com/Articles/134054/Restoring-Two-Way-Synchronization-on-SharePoint-Li
Open your sharepoint list in Access with two-way syncronisation enabled. Use VBA to import your data from excel into access, run an
update/insert (upsert...) query against your imported data to update
the sharepoint list and with luck, voilà
Just a curious question, you said you need the list for reporting purpose, can't you use the same excel for reporting/charting. So you generate pivot charts and table with data. When you receive new excel data you just update the excel with new data and upload it in sharepoint.
Than use Excel viewer webpart to render it on page!
Related
I am tasked in developing a form which is going to record and store data into a SharePoint list (Office 365 online SharePoint) So far I have been looking into two different methods I am not sure if they are suitable given the requirements of the work scope. The requirement is that each form has to be assigned to a unique ID/serial number and the data in the form has to be passed to a SharePoint list.
The first method that I have looked at is using Microsoft Forms to be the online form to collect the data and Power Automate to get the data and put it into a SharePoint list. The problem is I do not know if there is a way to assign a unique ID on the form itself before submitting the form. Is there a way or method where I can autogenerate a unique ID/serial number on a form before submitting it ?
I am also looking at using PowerApps to create a form which will be linked to the SharePoint list. Is there a way to autogenerate a unique ID/serial number and prepopulate it on the form?
The most flexible, customizable solution would be PowerApps
PowerApps will connect directly to Sharepoint as a data source. There is most definitely a way to autogenerate a unique ID/serial number in PowerApps. Look into the GUID() function.
Some great use cases for Microsoft Forms include:
External users (those outside your Active Directory tenant) need to fill in data
The form is dead simple (few questions, minimal logic, etc.)
Each Microsoft Form submitted also has an ID (Response ID)...
But it is not suitable as a GUID/serial number. You could add one in Power Automate, using the guid() expression before creating the record in Sharepoint:
The entire workflow ends up looking like this:
I have a sharepoint document list with more than 700+ list items. Now few items have empty value for one column. Manual editing is time consuming. I want to update multiple list items. I have exported the list and want to now synchronize the excel sheet table with the SharePoint List. How can I do it.
Did you use"Export to Excel" to export the document library to excel?
By default, "Export to Excel" is a one-way sync which just syncs changes from SharePoint to Excel, and is unable to sync changes from Excel to SharePoint. It is a limit currently, there is a user voice about this feature, you can vote up it.
I have a requirement to take each row of a specific repeating table in a Form Library form created in InfoPath 2010 and store them as individual rows in a SharePoint 2013 list other than the Form Library, but located within the same site. The form should also be able to display the repeating table correctly on subsequent viewings by a user.
What is the best way to accomplish this?
I ended up creating new fields in InfoPath to store the merged values of each column in the repeating table using the following XPath format:
xdMath:Eval(xdMath:Eval(../my:LocationGroup/my:Location, 'concat(my:City, ";")'), "..")
I then promoted these fields to the SharePoint form library, and then used a Nintex workflow to split these fields and store the values in collection variables. Then I used a For Each loop to create a new row in another SharePoint list to contain each item in the collection variables. Works like a charm.
i have a custom list in sharepoint portal. i filtered it and export it but it displayed all item in excel. it ignored filtered results. i searched and found sharepoint 2010 doesn't allow get filtered data to excel. After that i found this link: http://www.codeproject.com/Articles/400720/SharePoint-2010-Export-Selected-Items-to-Excel and i tried it but it didn't work. i don't understand why. Is there any way export filtered list to excel in sharepoint 2010?
The link you reference only exports "selected" items---ones your put a check next to. With some moderate effort, you could modify the code to only export "filtered" items, but I have found it to be much easier to create views. When you create a view, it will only export the records that appear in that view.
Another approach would be to use the GetListItems Web service to retrieve the items you need to export.
We have a requirement for a site wide document library that contains simple word letter templates.
From within a customer item on a list we need to be able to select one of these templates and then have the template populate with customer data such as name & address etc.
What’s the easiest way to achieve this? Ideally without using workflows.
Then you shall assign a document template to a content type.
See this blog post, http://sharepointchick.com/archive/2011/01/07/using-content-types-with-document-templates-when-using-quotnew-documentrdquo.aspx
Create fields in your template that display the document properties to "Autofill" them. This is done in the Insert tab of the ribbon, then by clicking QuickParts, then Document Properties.
The end result is that in addition to the File > Info or the properties bar, each property will also appear in the body of the document wherever you have inserted the field for it. These can then auto-update themselves based on the metadata stored with the document in the library (how often they update is a Word setting).
Xpertdoc Letter Management for SharePoint let's user pick a template from the context of a customer record, then generates a new document with customer data automatically merged inside the document.
CGU, an insurance company, estimate they save 0.5 million dollars per year by the efficiency gains introduced by Xpertdoc. http://www.youtube.com/watch?v=xbqWiFt5dUA&feature=channel&list=UL.
First of all, you should use the technique mentioned before for the document creation based on content type.
As for auto-filling the property fields, I suggest you check out this post that explains how to auto-fill properties when document is added.
You can also opt for a commercial solution such as Harmon.ie for SharePoint to retrieve your templates. They have a free version, if I'm not mistaken.