16 January, 2010

Publishing and Synchronizing Excel 2007 Tables to SharePoint Lists

1. Install the excel 2007 add-in on your machine.

http://www.microsoft.com/downloads/details.aspx?FamilyId=25836E52-1892-4E17-AC08-5DF13CFC5295&displaylang=en

2. When you will start the setup then it will ask you where to install the data excetely, so please save at this location on your machine:
C:\Program Files\Microsoft Office\Office12\ADDINS

3. Open the excel sheet in which you have the data that you wants to synchronise in sharepoint.

4.Click the Microsoft Office Button, click Excel Options, and then click the Add-Ins tab.

5. Select Excel Add-ins in the Manage drop-down list and click Go.

6. In the Add-Ins dialog box, click Browse, navigate to the Excel 2007 SharePoint List Synchronizing Add-in, and then click OK.

7. In the Add-Ins dialog box, verify that the SynchronizeWSSandExcel option is selected and then click OK.


To add the add-in to a workbook

1. Save the workbook in the Excel 97-2003 (BIFF8) file format by clicking the Microsoft Office Button, pointing to Save As, and then clicking Excel 97-2003 Workbook.

2. Specify a file name, and then click Save.

To publish the table to a SharePoint list1. Highlight the table. The Table Tools label is displayed above the Design tab.

2. Click the Design tab.

3. In the SharePoint group, click Publish and allow Sync.

4. When you will click on click Publish and allow Sync. then all the data will be disappeared from the excel sheet and transferred to SharePoint List.

5.In the Export Table to SharePoint R/W List dialog box, in the Address text box, type in the page address onthe SharePoint site where you want to publish the list.



6. In the address, Please enter your site link without default.aspx

7. Type the name of the list that you want.

8.When you will click on Publish then the internal process will create a list by the name that you specified and all the data will be transferred to sharepoint site.

Note: When you will click on Publish then you will get some error message.. Dont worry abt that as the data has been transferred to sp-site.
If you have any questions or queries regarding the above procedure then please let me know..

4 comments:

  1. In which table is the data stored in SharePoint?

    ReplyDelete
  2. Hello Siddhesh,

    which data you want from sharepoint and from which medium ? Medium i mean to say-SQL SERVER or something else ?

    If this is related to the above mentioned post then it is based on publishing plus synchronization of external Excel data into sharepoint..

    Could you please brief some details regarding the same so that i can help you out ? Thanks

    ReplyDelete
  3. Do You Know how can i change the SharePoint connection properties after publishing. I need to change the Listname after publishing. Do you have any idea?

    ReplyDelete
  4. Can you please explain little but more about this connection ?

    Let me correct if i am wrong. You can always change the list name by using the following steps:

    -Open the list on which you are working on
    -settings
    -list settings
    -title,description and icon
    -change the list name as per your requirements

    That's it. If you are looking for something else then please let me know so that i can guide you in right directions. Thank you

    ReplyDelete

Your feedback is always appreciated. I will try to reply to your queries as soon as possible- Amol Ghuge

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