Solved

Best practice for taking Excel Data to Sharepoint

Posted on 2014-07-22
4
387 Views
Last Modified: 2014-07-28
Hi Experts,

I have a problem that I'm keen to get some advice on the best way to approach.

I'm building a model in Excel to capture information using controls and forms (eforms) the data is pulled through to a capture/summary worksheet that holds all the required fields for the SharePoint list (this can run top down or left to right - from what I've seen so far left to right is how it needs to be for SP).

With the data I'd like to export it into a SharePoint list once the user (there are many potential users) when they hit submit . The 'case' that they'd complete would then populate the next row on the SharePoint list.

The version of SharePoint that I'm using is 3
The versions of Excel are 2003 & 2010

Obviously I'm somewhat open to suggestions but does this sound feasible any tips on the best way to approach the issue or online resources to assist.

Cheers

Marty
0
Comment
Question by:martywal
  • 2
4 Comments
 
LVL 4

Accepted Solution

by:
Nuno Rogado earned 500 total points
ID: 40214131
Hi Marty,

Best practice should be through Web Services. In your case I would choose to implement code to call SharePoint Web Service to save the info. This also has the advantage to work with next SharePoint versions.

You can also make record by record inserts or batch inserts through web services.

Web service is available at: http://yoursharepointserver/_vti_bin/Lists.asmx 

Inside Excel you need to use something like: Microsoft SOAP Toolkit (http://oreilly.com/pub/h/1306) or parse XML directly through HTTP calls (this is the hard way...).

I hope this answer will help you solving your problem.

Best Regards,
Nuno Rogado
0
 

Author Comment

by:martywal
ID: 40216017
Thanks Nuno!
I must say it sounds a fair bit more complicated than I was hoping.
I thought I could update a hyperlink from the range within the workbook and it would update the SharePoint site. I'll keep going and see where I end up.
Cheers
Martywal
0
 
LVL 6

Expert Comment

by:Sushanta Sahu
ID: 40218518
Most of the excel integration features are significantly dependent on which version of MS Office you have.

I believe you are needing a two way sync with SharePoint (I assume it's MOSS 2007/WSS 3.0) and Excel 2003. Certainly you can do it, where any update on the excel will reflect on SharePoint immediately and vice versa as well.

However SharePoint 2007 and Excel 2007 do not have out of the box sync feature and for this you need to look at this good link: http://www.codeproject.com/Articles/134054/Restoring-Two-Way-Synchronization-on-SharePoint-Li 

We have also encountered similar issue where the users have different versions of Office any two way sync is needed. However using the above method, we get rid of this issue.

Let us know how it went through.
0
 

Author Closing Comment

by:martywal
ID: 40225844
Opinion really appreciated. Thanks!
0

Featured Post

PRTG Network Monitor: Intuitive Network Monitoring

Network Monitoring is essential to ensure that computer systems and network devices are running. Use PRTG to monitor LANs, servers, websites, applications and devices, bandwidth, virtual environments, remote systems, IoT, and many more. PRTG is easy to set up & use.

Question has a verified solution.

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

The vision: A MegaMenu for a SharePoint portal home page The mission: Make it easy to maintain. Allow rich content and sub headers as well as standard links. Factor in frequent changes without involving developers or a lengthy Dev/Test/Prod rel…
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 …
The viewer will learn how to create a normally distributed random variable in Excel, use a normal distribution to simulate the return on an investment over a period of years, Create a Monte Carlo simulation using a normal random variable, and calcul…
The viewer will learn how to create two correlated normally distributed random variables in Excel, use a normal distribution to simulate the return on different levels of investment in each of the two funds over a period of ten years, and, create a …

773 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