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excel as a template, data from a field

Posted on 2011-02-14
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I would like to use an excel spreadsheet Purchase Order template. Add it as a custom type to a doc library.

I would like to assign the PO a number once it's approved. Most likely with an SPD Workflow.

This is my main problem - I would like this number to show up on the excel document as well. How can I accomplish this?

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Question by:sullisnyc44
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thanks for the link. Is what I want to do feasible?
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Yes, it is feasible and not uncommon. This is a big part of why Microsoft has spent so much effort on Object Linking and Embedding.  Of course, as with all accounting data, you need to be sure that you are able to get "a single version of the truth" that is auditable and fulfills your regulatory and fiduciary duties, so be sure you understand what you are doing.

Here's a link from Google's book search that might help: http://books.google.com/books?id=tTVbRMqv3pwC&pg=PA225&lpg=PA225&dq=object+linking+and+embedding+purchase+order&source=bl&ots=dIEJ7HdUwJ&sig=JcuHZilMbG86-g-hte3BYF3aKno&hl=en&ei=F2NdTYipKYb2gAfPz8zIDA&sa=X&oi=book_result&ct=result&resnum=1&sqi=2&ved=0CBcQ6AEwAA#v=onepage&q=object%20linking%20and%20embedding%20purchase%20order&f=false

The book that is referenced is Excel models for business and operations management By John F. Barlow, and it discusses a purchase order system. The author provides quite a bit of detail,  and the book is highly review, so it might be worth trying to find a copy of the book for reference.
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EDIT:
The book that is referenced is Excel Models for Business and Operations Management By John F. Barlow. Among other things, it discusses a purchase order system. The author provides quite a bit of detail,  and the book is highly reviewed, so it might be worth trying to find a copy of the book for reference.
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thanks so much. this looks lind of awesome.

So the OLE would link to my SharePoint 'unique number list' ? or whatever I call it. Is that the correct way to think about this?

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Yes.  
Here's a quick description of linking versus embedding:
http://www.digitalpurview.com/what-is-object-linking-and-embedding-ole/

Here is a more complete description:
http://microsoft.wikia.com/wiki/Object_Linking_and_Embedding

Here's a simple example using Excel and Word to demonstrate: http://www.homeandlearn.co.uk/excel2007/excel2007s8p6.html

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thanks. But I'm still not sure how to include the specific PO number to my Excel form. How do I make THAT connection?
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I don't have sharepoint installed, so I can't walk you through, but a related demo is available on Youtube http://www.youtube.com/watch?v=weyli9OGJhk&feature=related.

The example links an entire list, but if I remember correctly you can link a single item as well.

If you need more info,  Google returns a lot of results for ole between sharepoint and excel.  One result was a link to another book that looked useful called
Office and SharePoint 2010 User’s Guide: Integrating SharePoint with Excel ... By Michael Antonovich

I'm sorry that I can't take you to the finish line, but at least there are a lot of resources available to help you get there.

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will this work with MOSS 2007?
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It should be substantially the same.
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Im still unsure of how to get the SharePoint list item associated with the specific spreadsheet into the specific excel spreadsheet.

found this:
http://www.mindsharpblogs.com/penny/archive/2007/06/15/1888.html

and this:
http://www.johnchapman.name/sharepoint-2007-%e2%80%93-update-sharepoint-document-property-from-excel-vba/

http://msdn.microsoft.com/en-us/library/bb462636(office.11).aspx

but am having issues...
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OK. Apparently the ability to update SharePoint lists from Office Excel 2007 is deprecated in favor of publishing and synchronizing lists using Office Access 2007; is that an option for you?

Basically it appears you'd keep the data in Access and update both the SP list and Excel document with the Access data.

There are add-ins available to restore the old Excel/Sharepoint relationship, such as http://www.codeproject.com/KB/solution-center/two-way-sync.aspx
but since you're doing new development, perhaps Access is a better way to go.

Here's a previous EE thread on using Access: http://www.experts-exchange.com/OS/Microsoft_Operating_Systems/Server/MS-SharePoint/Q_26693822.html

Perhaps these suggestions will lead you closer to the solution.
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The issue is that I need to create a Purchase Order form. I guess I can use infopath but we were going for the simplest option here.

And I installed that  plug in for excel that 'fixes' the sync issue.
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as long as I can figure out how to deploy it, this works
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