SharePoint 2010 for Project Management, 2nd Edition

Workshop 8.2: Synchronizing Excel with SharePoint

In this workshop, you will synchronize an Excel 2010 table with a SharePoint list for the case study project.

For fields and settings that aren’t mentioned in the workshop steps, accept the default settings.

Part 1: Creating an Excel Table

In this section of the workshop, you will create an Excel table, which is required in order to synchronize an Excel spreadsheet with a SharePoint list:

1. Using the method described earlier, download and install “Excel 2007 Add-In: Synchronizing Tables with SharePoint Lists”.

2. Open Microsoft Excel 2010.

3. Click File and select Open (Figure 8-16).

4. Open the file My Documents\Project Files\Dojo Locations.xslx.

   

   Figure 8-16. Microsoft Excel 2010: Open

5. If not already selected, select rows 1 to 4 within columns A and B (see Figure 8-17).

   

   Figure 8-17. Data selection

6. Click Insert→Table (Figure 8-18).

   

   Figure 8-18. Inserting a table

7. The Create Table dialog box will be displayed. Ensure that the “My table has headers” option is selected. Click OK (see Figure 8-19).

   

   Figure 8-19. “My table has headers” option

You have just created an Excel ...