Attachments for spreadsheet rows

Posted on 2014-03-17
Last Modified: 2014-03-20
We are creating an expense report in excel to be viewable and editable in the browser for SharePoint online Office 365. Each expense item is in a row. We would also like to be able to add an attachment to that row or item that is the scanned receipt. Can that be done in excel or would we have to use infopath?
Question by:BobHavertyComh
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
  • 2
LVL 33

Expert Comment

by:Rob Henson
ID: 39934257
Assuming the scanned receipt is saved in the SharePoint as well, you can add a hyperlink to the file address.

Rob H

Author Comment

ID: 39934365
That's not really what we are looking for. For example, in Infopath, we can have a repeating table to hold each individual expense item and in the last column of each item, we have an attachment control where they can upload their scanned receipt that relates to that item. Can we do anything like that in excel? And if not, would the user have to first upload the scan to a SharePoint Picture Library and then manually enter a link to this on the spreadsheet in the expense report library? That kind of sounds like asking for trouble. I guess what I need and am looking for is some sort of attachment control that can be inserted into excel cells, but it doesn't look like it will let me do that.
LVL 33

Accepted Solution

Rob Henson earned 500 total points
ID: 39934441
As far as I know, you don't have the option to physically attach an item to an excel sheet which is why I suggested using a hyperlink.

You could maybe embed the item into the excel sheet and have it show as an icon but I suspect that would eventually make the file extremely large.

Rob H

Author Closing Comment

ID: 39934747
OK thanks. Just wanted to make sure I wasn't missing a capability.

Expert Comment

by:Sushanta Sahu
ID: 39941908
An excel itself is a file and can not hold another file within SharePoint. However to simplify this, you can import the spreadhseet to SharePoint as a list and then attach the scanned copies to their respective rows.

In this way you have to take the initial pain of adding the attachments. But in long run you will be relaxed as the list itself will be holding the data which you were planning to do on excel. For better results open the list in Datasheet view so that you get an Excel like view.

Let me know how it goes.

Featured Post

Enterprise Mobility and BYOD For Dummies

Like “For Dummies” books, you can read this in whatever order you choose and learn about mobility and BYOD; and how to put a competitive mobile infrastructure in place. Developed for SMBs and large enterprises alike, you will find helpful use cases, planning, and implementation.

Question has a verified solution.

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

You need to know the location of the Office templates folder, so that when you create new templates, they are saved to that location, and thus are available for selection when creating new documents.  The steps to find the Templates folder path are …
This article describes how to import an Outlook PST file to Office 365 using a third party product to avoid Microsoft's Azure command line tool, saving you time.
Excel styles will make formatting consistent and let you apply and change formatting faster. In this tutorial, you'll learn how to use Excel's built-in styles, how to modify styles, and how to create your own. You'll also learn how to use your custo…
A company’s greatest vulnerability is their email. CEO fraud, ransomware and spear phishing attacks are the no1 threat to a company’s security. Cybercrime is responsible for the largest loss of money to companies today with losses projected to r…

717 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