Sharepoint best practices
Posted on 2014-08-29
We got thrown into sharepoint as part of a company reorganization. It was introduced as a filesharing solution. We knew of it but not all the ins and outs and to be honest we have done the best we could with what we knew and what we could read to get it up and functional as fast as possible.
Now we have an issue we cant just work around.
We have 14 offices that share 28 spreadsheets. They were able to make this work before with some options in excel and the fact that they were all on the same network. However, now these spreadsheets are hosted in sharepoint and there is no way to co-author them. I mean co-author in the literal sense of the word, multiple people entering data simultaneously. The It department had very little knowledge of what they were actually doing until today and its too far to turn back.
So now we need to build a better solution quickly. What we really have is about 6 true datapoints. However, what they have done is build a spreadsheet for with a sheet for each month and a column for each day to track income for each line item for each day.
I was looking for a better way and started looking at custom lists and while they will give us what we need in the end what we really need is probably and info path form to collect the data and then something to report on the lists. I could create an access database pretty quick but if we are really trying to get them off of file based solutions then this is really not the right answer.
Just looking for a good idea to move forward. BTW we are tracking rental income. So a record would look like
company, location, start date, end date, 8/1, 8/2, 8/3.....