I am working on a PerformancePoint 2007 project. I have a bunch of Excel spreadsheets, and I need to get at the data. The users need to continue to enter data, they have Excel 2003, and I won't be here forever. If the users had Excel 2007 I could just use Excel Web Services in MOSS 2007, but that's a no go.
What are your recommendations for getting the data into a usable state?
Some options are:
create an SSIS package to import the data into SQL Server, and teach them how to run the package as time goes on
get the data into SQL Server (SSIS) and then build a web front-end that lets them enter new data
use Access as a proxy for getting the data into SQL Server and use its web access pages to let the users enter new data
Any other ideas? I've heard "Business Data Catalog" thrown about, but I'm not sure how it would help...
Thanks.
Here's what I did:
Create SharePoint lists that duplicate the spreadsheet functionality
Copy and paste the current spreadsheet data into the list
Tell them to throw away the spreadsheet and make their updates to the list (export to Excel if they need a special chart or something
Use Simego Data Synchronisation Studio to import the data into SQL Server on a regular basis
Point PerformancePoint to the database for analysis.
Related
I am completely new Office 365 (and SharePoint) but have been asked to create a site that will display a range of data in the form of graphs and tables etc The data will change daily and therefore it must be possible for members of the team to enter new raw data, for the results to then be displayed through Office 365.
I realise this might sound a little vague but my initial thoughts are that SharePoint is what I should use to display the data and to have a SQL backend database that stores the data for SharePoint to connect to. Having done some reading on the topic and I am still a little unsure if this is common practice or even possible.
Any inital pointers would be greatly appreciated.
This can be done with Power BI. The data sources can by almost anything, SQL, spreadsheets, online sources, you name it. Create queries to get the data, model it (if required) and build reports and dashboards that display in a browser (or on a phone).
I have the following customer scenario:
User clicks on button in Excel and data from certain Excel-Sheet is transferred to Dynamics CRM.
Someone ever did something like this? Possible with VBA or JavaScript?
Thx!
Out of the box CRM provides the ability to import Excel spreadsheets to create or update existing records.
Or you can always build something custom, manipulating CRM data via the web services.
I have done somewhat similar thing with excel, except i wrote vsto addin that used bit modern approach. You can easily use crm sdk ddl when writing add-ins for excel.
But with VBA i think you might hit quite wall there, you would have to write almost all methods over.
My prefer for here would be write vba script that send excel sheet data to webserver (node.js, .net) and there you can make actual data transfer to crm api. One good example would be writing csv file from data and save it to server, trigger server to manipulate that data.
I just recently realise, while using Excel, it lacks on features for being able to update SQL server data through their worksheet.
I have tried using Data-->From other sources--> SQL Server data; that works like a charm but as it has limited ability (View and only get the latest data but not update).
I don’t know if this is done purposely by Microsoft as a money making schemes.
But through my research today, I also came across PowerQuery, and It seems to do pretty much what Data add-in did escape it has few new extra features and sounds pretty advance, therefore, I was wondering if this add-in has the ability to update SQL server data using excel sheet, if so can you guys advise me to the right direction:
I came across lots of commercials products that did the job but frankly speaking, I cannot afford it.
The best solution for in this space that I've seen is the Master Data Services component included in SQL Server (Business Intelligence or Enterprise Edition). This includes an nice Excel Add-In for maintaining data, a Web UI and SQL Views and Staging Tables for data integration.
It doesn't have any direct integration with Power Query, but I would let PQ dump data into Excel Tables, then copy and paste the data into Excel tables using the MDS Add-In.
I'm hoping this is possible.
The organization I work for has a Sharepoint site and I am able to Upload Files to pages, however I am not an admin on our Sharepoint. I'm not sure what the version is, I think its older (ie: 2005).
I have some Excel Reports I've built. The data for these reports is pulled from a SQL Server Database which I have full control over. I have setup a Job in SQL Server to run every 12 minutes, this procedure pulls in some data and updates a few tables. These tables are used to feed my Excel Reports.
I have a separate Scheduled task set to open my excel report(s) refresh the data connections and save as a PDF.
I would like to link to these PDF Files via our Sharepoint so that the VIPs can access the reports as they want, but they always see the most up to date report.
I was trying to link to a Shortcut to the PDF Files but SharePoint doesn't seem to like that. How do I make the SharePoint link point to the PDF File that is saved over every 15 minutes?
Thanks in advance,
Any insight is greatly appreciated.
The way I do it (newish version of Sharepoint) is make the save location for the PDF the network location where Sharepoint keeps the files for that site. Usually you'll have access to those if you can edit the Sharepoint site.
Here is a tutorial to find that network location.
EDIT: It very well may be disabled by the admin at the moment. But it looks like the functionality is there.
Given the age of your SharePoint (either 03 or 07), most of the modern tools that you could use to do this don't exist for you (Excel reporting, BI tools, etc). The easiest solution I can think of is to actually modify the other side of the equation. A few options:
Change your report to output two copies of the same file. One entitled (as an example) currentreport.xls and the other report20150626.xls . Put the link to the currentreport.xls in SharePoint.
Build an ASP.net page that runs the SQL query you have built and pull the data through a view. Since this would be pulled on demand, it may be a few more cycles of your SQL code, but indexing, caching and selective data pull can prevent this from being an issue. Put the asp.net code in an iFrame in a SharePoint content editor web part.
Build your report using SSRS and host the output of that in SharePoint using an iFrame.
Run a scheduled job in SQL that copies your current report data to a table and query that table instead of your normal report table. That way you only have one Excel file that points to a specific table so no need to update links. You can always keep copying data to specific files if you need a historical record and can't use the DB to store this data for you (though the amount of space that it would take to do so would be minimal).
I have an Excel file with a Macro that connects to an Oracle Database, runs a query and returns the results in a Spreadsheet in the same Excel file.
I'd like to run that Macro from Sharepoint. Is it possible? If so, what's the way to do it?
Thanks!
I'm not sure if Sharepoint Excel services can handle this macro, your option would be to create a sharepoint list with same fields as that of Excel spreadsheet and connect it to your oracle database using BCS (Business Connectivity Services) feature. You can do this task using Sharepoint designer.