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Excel 2007 Share Excel Data By Exporting It To A Share Point Site

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  • [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]

Excel 2007  Share  Excel Data By Exporting It To A  Share Point Site Excel 2007 Share Excel Data By Exporting It To A Share Point Site Presentation Transcript

  • Microsoft ® Office Excel ® 2007 Training Share Excel data by exporting it to a SharePoint site Jim Taliaferro Community Mental Health Center
  • Course contents
    • Overview: Making data available
    • Lesson: Share Excel data on your SharePoint site
    Share Excel data by exporting it to a SharePoint site The lesson includes a list of suggested tasks and a set of test questions.
  • Overview: Making data available Share Excel data by exporting it to a SharePoint site Does your company use a Microsoft Windows SharePoint ® Services 3.0 site or Office SharePoint Server 2007 site? If you want to enable more than one person at a time to update data in one place, you may want to learn how to export Excel data to your SharePoint site. Here you’ll find out how to get data into that shared location.
  • Course goals
    • Prepare data to export to your SharePoint site by converting the data to a table.
    • Export an Excel table to a SharePoint list.
    • Edit data in the SharePoint list.
    • Refresh the Excel table to incorporate changes from the SharePoint list.
    Share Excel data by exporting it to a SharePoint site
  • Lesson Share Excel data on your SharePoint site
  • Share Excel data on your SharePoint site Share Excel data by exporting it to a SharePoint site Why export Excel data to a SharePoint site instead of sharing data by using e-mail, or by putting data on a network folder somewhere? Your SharePoint site is a shared location on the Web, where those who have the permissions to do so can access data by using a Web browser. Take the SharePoint list in this picture. Each employee can add his or her data whenever it’s convenient, with no waiting while someone else works on the list.
  • Create a table Share Excel data by exporting it to a SharePoint site To export the list of names to your SharePoint site, you start in Excel, where you’ll get the data ready to export. To do that, convert the data to an Excel table. This changes how the data looks by adding table formatting. But more importantly for now, it allows you to export data to your SharePoint site.
  • Create a table Share Excel data by exporting it to a SharePoint site To create a table, first place the cursor in the data. On the Insert tab, in the Tables group, click Table . After you click OK , Excel adds alternate shading on the rows of data. Excel also adds and AutoFilter arrows on the columns. You don’t need to do anything with them; AutoFilter arrows are just part of what makes up a table.
  • Get the Web address for your SharePoint site Share Excel data by exporting it to a SharePoint site Before you can export the table to your SharePoint site, you need the Web address, or URL, of your SharePoint site. You’ll want to become familiar with the URL, which is at the top, in the address bar. You only need to become familiar with everything before “/default.aspx,” or in this example, “http://contoso.” Important: To export your table, you need permission to create a list on your SharePoint site.
  • Export the table: Part I Share Excel data by exporting it to a SharePoint site Now you’re ready to get the table to your SharePoint site. On the Table Tools Design tab that appears when you create a table, in the External Table Data group… … click Export … … and then click Export Table to SharePoint List .
  • Export the table: Part II Share Excel data by exporting it to a SharePoint site The Export Table to SharePoint List Wizard starts. Type or paste the URL address of your SharePoint site. Type a name for the list, for example, Training presentations . Type a brief description of what the list is for.
  • Export the table: Part II Share Excel data by exporting it to a SharePoint site The Export Table to SharePoint List Wizard starts. Decide whether you want to be able to update the table in Excel with changes made to the SharePoint list later on. If you do, select the Create a read-only connection to the new SharePoint list check box.
  • Export the table: Part II Share Excel data by exporting it to a SharePoint site The Export Table to SharePoint List Wizard starts. Click Next in the dialog box to verify that the types of data in each column are properly recognized. Then click Finish . Excel automatically exports the table as a list to your SharePoint site.
  • See your new list on the SharePoint site Share Excel data by exporting it to a SharePoint site A link to your list appears in the Windows SharePoint Services dialog box. You can either click OK to close the dialog box, or click the link in the dialog box to take a look at your list. It opens on the SharePoint site in Datasheet view —which looks similar to a spreadsheet — ready for everyone to add their information to the list. And without the need to open Excel!
  • Tell people where the list is Share Excel data by exporting it to a SharePoint site The next step is to let people know where the list is on your SharePoint site. There are two ways to do this. Send a link to the list. You’ll see the URL address for the list at the top of your Web browser in the address bar. Add the list to the SharePoint Quick Launch bar on the left side of most SharePoint sites.
  • Revise the SharePoint list Share Excel data by exporting it to a SharePoint site With the list in Datasheet view, anyone with permission to do so can just type in the appropriate areas to add their data. For example, Wendy can type her presentation date and name.
  • Update the Excel table data Share Excel data by exporting it to a SharePoint site Imagine that by now others have added their information to the SharePoint list. You can, of course, look at the revised data in the SharePoint list. But if you want, you can refresh the table in Excel to also see the revisions in Excel, provided that you selected the read-only connection check box when you exported the list.
  • Update the Excel table data Share Excel data by exporting it to a SharePoint site Imagine that by now others have added their information to the SharePoint list. To refresh the data, on the Table Tools Design tab, in the External Table Data group, click Refresh . The data in Excel is updated.
  • Update the Excel table data Share Excel data by exporting it to a SharePoint site If after refreshing and getting updates from a SharePoint list to Excel, can you make changes in Excel and send them up to the SharePoint list? Sorry, it’s not possible. The data can only be edited on the SharePoint site and refreshed in Excel, not the other way around. Or, you can make changes in Excel and then export the table as a new SharePoint list, using a different name for the new list.
  • Your version is important Share Excel data by exporting it to a SharePoint site This course covers how to export Excel data to a SharePoint list on Windows SharePoint Services 3.0 or Office SharePoint Server 2007. You may experience things differently if you’re using an earlier version. How do you know which version you have? Ask the person in charge of your site. If you are the person in charge, then ask the person who set up your server, likely in your IT department.
  • Suggestions for practice
    • Create a table.
    • Export the table to your SharePoint site.
    • Add the list name to your SharePoint site Quick Launch bar.
    • Revise the title list data.
    • Refresh the Excel table.
    • Delete the SharePoint list.
    Share Excel data by exporting it to a SharePoint site Online practice (requires Excel 2007 and access to a site based on Windows SharePoint Services 3.0 or Office SharePoint Server 2007, and permission to create a list.)
  • Test question 1
    • The first step to getting your data into a SharePoint list is to export it. (Pick one answer.)
    Share Excel data by exporting it to a SharePoint site
    • True.
    • False.
  • Test question 1: Answer
    • False.
    Share Excel data by exporting it to a SharePoint site The first step is to create a table in Excel.
  • Test question 2
    • After you export the table to your SharePoint list, you make revisions to the Excel table. You can update the SharePoint list with those revisions. (Pick one answer.)
    Share Excel data by exporting it to a SharePoint site
    • True.
    • False.
  • Test question 2: Answer
    • False.
    Share Excel data by exporting it to a SharePoint site You can update the Excel table with changes from the SharePoint list, but not the other way around.
  • Test question 3
    • You need permission to create a SharePoint list. (Pick one answer.)
    Share Excel data by exporting it to a SharePoint site
    • True.
    • False.
  • Test question 3: Answer
    • True.
    Share Excel data by exporting it to a SharePoint site Ask the person who set up your server. That person is likely in your IT department.