free data matrix font for excel WORKING WITH LISTS IN SHAREPOINT in Excel

Drawing Data Matrix in Excel WORKING WITH LISTS IN SHAREPOINT

CHAPTER 2 WORKING WITH LISTS IN SHAREPOINT
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To synchronize the data automatically at regular intervals, select Enable background refresh. To refresh data every time you open the file, click Refresh data on file open. You can also change options in the Data formatting and layout area to adjust column widths and preserve cell formatting.
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If you decide that you want to unlink the Excel list from the SharePoint list, you can break the link between the two. On the List toolbar in Excel, click the List button and choose Unlink List. You re warned that this change cannot be undone. Click OK to verify that you want to continue. When the link is broken, the two lists function independently of each other, and changes in one list don t appear in the other one.
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SharePoint offers a number of tools to manage lists, from easy-to-use sorting and filtering features to synchronizing with an Excel worksheet. Assigning permissions through the use of site groups gives you an organized way to grant the appropriate permissions to site users. By publishing an Excel list to a SharePoint site, you provide users with a helpful way to access data while preserving control over who can change the data, and how the data can be changed. In the next chapter, you ll learn how to modify list views in SharePoint to provide users with the data they need, in exactly the layout and format in which they need it.
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Working with SharePoint Lists in Excel
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orporate America is littered with Excel data that needs to be updated by multiple users: shared Excel workbooks stored on network drives, attachments e-mailed from one manager or administrative assistant to the next, and workbooks that are copied and then need to be consolidated or merged. Excel and SharePoint together provide superior support for multiuser lists, including offline editing and conflict resolution. This chapter will help you rethink your strategies for shared Excel lists.
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One of the most useful yet least used SharePoint features is the ability to take list data offline in Excel. You can export any SharePoint list to Excel for offline use, including Contacts and Events lists that also integrate with Outlook.
Exporting to Excel from a Datasheet View
To export to Excel from a datasheet view, follow these steps: 1. In a datasheet view, use the task pane to export the list. 2. Click the Task Pane button to open the task pane (shown in Figure 3-1), and then click the Export and Link to Excel link to launch Excel.
CHAPTER 3 WORKING WITH SHAREPOINT LISTS IN EXCEL
Figure 3-1. Open the Datasheet view task pane to export a list to Excel.
3. When the Open Query dialog box appears, click the Open button to export the SharePoint data to Excel.
Exporting to Excel from a Standard View
To export to Excel from a standard view, follow these steps: 1. Choose a standard view that includes the columns of data you want to export. If a suitable view doesn t exist, create it (see 4 for detailed instructions on creating views). Don t worry about grouping or totals they won t be included in the exported data. 2. With your view selected, click the Export to Spreadsheet link on the Actions list on the left side of the screen to open the File Download dialog box, shown in Figure 3-2.
CHAPTER 3 WORKING WITH SHAREPOINT LISTS IN EXCEL
Figure 3-2. Export the list to Excel or save the query separately in the File Download dialog box.
3. To export the data to Excel, click the Open button. 4. After Excel launches, you ll be prompted to open or save the query. Click Open to export the SharePoint list data to Excel.
Saving and Using a Query
The Export to Spreadsheet link in the Datasheet view task pane creates a query and automatically opens the query in Excel to export the data. Exporting from a standard view provides an additional useful option. Instead of choosing Open in the File Download dialog box, you can save the query definition as a separate file. The query file can be used in Excel, Microsoft Query Editor, Access, or any other application that can process a query (IQY) file. If you have a SharePoint list that you want to use in more than one Excel worksheet, it s more efficient to save the query file separately. Click the Save button in the File Download dialog box to save the query file. If you ll be the only person using the query, save it in the My Documents\My Data Sources folder on your computer, the default location for queries. (If other people will use the query, save it in a network shared folder. Choose a file name that accurately describes the data source rather than the name of the SharePoint site, which might have more than one list you ll want to query.) After you ve saved the query, follow these steps to use the query to create an offline copy of the SharePoint list data in Excel:
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