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[Your company name] presents:
Microsoft Office ® Excel 2007 Training
Share Excel data by exporting it to a SharePoint site
®
Course contents
世爵平台
Share Excel data by exporting it to a SharePoint site
Export the table: Part I
Now you’re ready to get the table to your SharePoint site.
1
On the Table Tools Design tab that appears when you create a table, in the External Table Data group… …click Export… …and then click ExpShare Excel data by exporting it to a SharePoint site
Export the table: Part II
The Export Table to SharePoint List Wizard starts.
5
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.
Share Excel data by exporting it to a SharePoint site
See your new list on the SharePoint site
A link to your list appears in the Windows SharePoint Services dialog box.
Share Excel data by exporting it to a SharePoint site
Create a table
To create a table, first place the cursor in the data. On the Insert tab, in the Tables group, click Table.
• Overview: Making data available
• Lesson: Share Excel data on your SharePoint site
The lesson includes a list of suggested tasks and a set of test questions.
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!
Share Excel data by exporting it to a SharePoint site
Overview: Making data available
Does your company use a Microsoft Windows SharePoint® Services 3.0 site or Office SharePoint Server 2007 site?
Share Excel data by exporting it to a SharePoint site
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
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?
1
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.
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.
2
Share Excel data by exporting it to a SharePoint site
Get the Web address for your 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.
2 3
Share Excel data by exporting it to a SharePoint site
Export the table: Part II
The Export Table to SharePoint List Wizard starts.
1 2
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.
3
Share Excel data by exporting it to a SharePoint site
Export the table: Part II
The Export Table to SharePoint List Wizard starts.
4
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.
Share Excel data by exporting it to a SharePoint site
Tell people where the list is
The next step is to let people know where the list is on your SharePoint site. There are two ways to do this.
Share Excel data by exporting it to a SharePoint site
Create a table
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.
1
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.
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.
Microsoft Office ® Excel 2007 Training
Share Excel data by exporting it to a SharePoint site
®
Course contents
世爵平台
Share Excel data by exporting it to a SharePoint site
Export the table: Part I
Now you’re ready to get the table to your SharePoint site.
1
On the Table Tools Design tab that appears when you create a table, in the External Table Data group… …click Export… …and then click ExpShare Excel data by exporting it to a SharePoint site
Export the table: Part II
The Export Table to SharePoint List Wizard starts.
5
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.
Share Excel data by exporting it to a SharePoint site
See your new list on the SharePoint site
A link to your list appears in the Windows SharePoint Services dialog box.
Share Excel data by exporting it to a SharePoint site
Create a table
To create a table, first place the cursor in the data. On the Insert tab, in the Tables group, click Table.
• Overview: Making data available
• Lesson: Share Excel data on your SharePoint site
The lesson includes a list of suggested tasks and a set of test questions.
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!
Share Excel data by exporting it to a SharePoint site
Overview: Making data available
Does your company use a Microsoft Windows SharePoint® Services 3.0 site or Office SharePoint Server 2007 site?
Share Excel data by exporting it to a SharePoint site
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
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?
1
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.
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.
2
Share Excel data by exporting it to a SharePoint site
Get the Web address for your 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.
2 3
Share Excel data by exporting it to a SharePoint site
Export the table: Part II
The Export Table to SharePoint List Wizard starts.
1 2
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.
3
Share Excel data by exporting it to a SharePoint site
Export the table: Part II
The Export Table to SharePoint List Wizard starts.
4
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.
Share Excel data by exporting it to a SharePoint site
Tell people where the list is
The next step is to let people know where the list is on your SharePoint site. There are two ways to do this.
Share Excel data by exporting it to a SharePoint site
Create a table
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.
1
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.
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.