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Data Connection between Lists and Excel

(5 posts)
  1. brinda
    Member

    Iam not able to update the fields to and from the List and Excel that i exported.
    I exported the List to Spreadsheet and how do i establish a data connection so that when i make changes and save, the values get uploaded in to the Sharepoint list.

    pls advice....

    Posted 4 days ago #
  2. This is probably better done in Access than Excel. In SharePoint 2007, you'll notice the Access icon at the list level. With Access, you'll be able to manage it in both directions. -- Mark

    Posted 3 days ago #
  3. cepes
    Member

    Hi:
    I've had luck with the following:

    Instead of "Exporting to a Spreadsheet", a command from the Actions Menu, switch to "Edit in Datasheet" from the same menu. Assuming that you have MS Access installed on your PC, your page will appear like an Excel sheet/grid.

    Select the vertical expansion "bar" way over at the right of the list and select "Query List with Excel". This will create an Excel sheet that's connected to your List. Save the Excel sheet.

    Finally, using Excel's "External Data" toolbar (View/Toolbars), you can use the "Synchronize List" command to move data from the Excel sheeet back to the List.

    Having MS Access installed, is the key.

    Charlie

    Posted 3 days ago #
  4. Charlie - I have no "Synchronize List" available as part of the External data toolbar.

    Here is a cut and paste from the Excel documentation stating that two way synchronization is not available between Excel and SharePoint:

    Symptoms
    After you export data from a Microsoft Office Excel table to a Windows SharePoint Services list, you cannot update the SharePoint list with changes that you make to the table data in Excel.

    Cause
    Two-way synchronization between an Excel table and a SharePoint list is no longer supported in Office Excel 2007. You can create only a one-way connection to the data in the SharePoint list, which lets you update the table data with changes that are made to the SharePoint list.

    Resolution
    You can use Office Access 2007 (if it is installed on your computer) or Visual Basic for Applications (VBA) code to update data on a SharePoint list so that the changes that you make to table data are reflected on the SharePoint site.

    Link: http://office.microsoft.com/client/helppreview.aspx?AssetID=HA102101091033&ns=EXCEL&lcid=1033

    Posted 3 days ago #
  5. brinda
    Member

    thanks for the info....will continue to use Access.

    Posted 3 days ago #

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