Solved

Batch import of data into SQL server via Sharepoint 2007

Posted on 2010-08-19
2
471 Views
Last Modified: 2012-05-10
I am trying to determine the best technologies/methods for the following.

Here are the scenario points:

We have end users who need to "batch" submit invoicing data into our SQL Server 2008 AP tables.
 
This user data exists in Excel files.  (i.e. we can make them provide it in Excel via a provided template)

These Excel spreadsheets sometimes have tens of thousands of rows, way to much to enter manually.  

The user would "submit" this data via a Sharepoint 2007 portal.

When the user submits this batch of data, we need to do several levels of fairly complex validation before it can be accepted into our AP tables:

Is the data the correct data type
Is it within valid ranges etc.
The "valid ranges" validation parameters are stored in our SQL Server 2008 database as they are subject to change. Example: they may be based on weather conditions on the day of service, for that specific location etc., so the validation parameters cannot be included in the Excel template.

If any row of data fail validation, the user then needs to do one of three things, delete that data, change their data or provide an explanation of the difference. So, these validations need to allow an interactive interface.

We have considered a file upload, SSIS import process, but that seems a bit cumbersome. Even though we have a template, it is very easy for the user to modify it, or change it, etc, killing the SSIS process.  SSIS does not always provide an error message that the end user could understand.

We have considered Excel services, but Excel data connections do not allow you to update SQL from the Excel sheet.

We are looking at the use of SharePoint lists (can you do copy paste into them from Excel?).

We are open to any of the above, however, would like to hear how you do it. Any suggestions or lessons learned here?

The best answer gets the points!  :>)
0
Comment
Question by:TriadX1
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
2 Comments
 
LVL 15

Expert Comment

by:MohammedU
ID: 33537141
I don't know it can be done using sharepoint but you can use OPENROWSET to read the contents of your Excel from SQL before inserting/updating data.
Or you have to to write VB script to read the excel and write to SQL.
Check the following thread...
http://bytes.com/topic/sql-server/answers/486783-updating-sql-server-table-using-excel
0
 
LVL 1

Accepted Solution

by:
TriadX1 earned 0 total points
ID: 33649462
We ended up allowing users to enter data (or copy and paste from an excel template) into a dynamically created SharePoint list.  The list has the first level of validation such as data types etc.

This is then dumped into SQL using SSIS and the SharePoint list adapter. We can then process the data in standard SQL where we do the complex validations.  If there are issues, it details them and sends a detailed list back to the user to correct.  If everything is ok, it sends them on to an approval process where they make there final "thumbs up" of the data.  This process work well...
0

Featured Post

Optimizing Cloud Backup for Low Bandwidth

With cloud storage prices going down a growing number of SMBs start to use it for backup storage. Unfortunately, business data volume rarely fits the average Internet speed. This article provides an overview of main Internet speed challenges and reveals backup best practices.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Many companies are making the switch from Microsoft to Google Apps (https://www.google.com/work/apps/business/). Use this article to learn more about what Google Apps has to offer and to help if you’re planning on migrating to Google Apps. It is …
User Beware!  This is a rather permanent solution to removing your email from an exchange server.  The only way to truly go back is to have your exchange administrator restore your mailbox from backups.  This is usually the option of last resort.  A…
Viewers will learn the different options available in the Backstage view in Excel 2013.
The viewer will learn how to simulate a series of coin tosses with the rand() function and learn how to make these “tosses” depend on a predetermined probability. Flipping Coins in Excel: Enter =RAND() into cell A2: Recalculate the random variable…

735 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question