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SharePoint 2010 for Project Management, 2nd Edition
book

SharePoint 2010 for Project Management, 2nd Edition

by Dux Raymond Sy
January 2012
Beginner to intermediate content levelBeginner to intermediate
230 pages
5h 53m
English
O'Reilly Media, Inc.
Content preview from 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.

    Microsoft Excel 2010: Open

    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).

    Data selection

    Figure 8-17. Data selection

  6. Click InsertTable (Figure 8-18).

    Inserting a table

    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).

    “My table has headers” option

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

You have just created an Excel ...

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Publisher Resources

ISBN: 9781449314866Supplemental ContentErrata Page