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Sharepoint List and Excel

March 27, 2014 1 comment

SharePoint List is one of the most powerful feature in SharePoint that can be used for any purposes. However I found it is difficult to link it with Excel with multiple sheet and source. For instance, we had two Sharepoint List and we would like to link it on a two sheet on a single Excel File?

If you look at data tab on Excel, you may not find SharePoint List menu but you can find it easily on Access. In Acces Database we could link two or more SharePoint List that can synchronize each other. How about Excel ? Here are the clue or workaround

– in Access, link two or more SharePoint List from import data tab
– create query with the same field and structure of the table ( SharePoint List ). The point is you make a local copy of the table
– open Excel and go to data tab, import from Access Database file on point 1 and 2 and link them with the queries
– your Excel file is now connected with SharePoint List with Access File as the connector. You do not need to open the Access File, whenever you open the Excel File it will be synchronized with the data from SharePoint list. Make sure you check refresh option when opening the file.

Nice trick
Fendy

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SharePoint Implementation – Case Study

January 23, 2013 Leave a comment

My last posting about SharePoint was in May 2012, and since then i haven’t post any new topics about SharePoint. In this posting i would like to share the SharePoint implementation best practice for your organization.  It was taken from my experiences and also proven as best practice for every organization. Document management ( ISO 9001:2008 ) and project management ( PMBOK 2008 ) are two knowledge that i would like to address in this paper since i have passion to both of them.  Feel free to adapt or even customize my concept for your organization. I believe the concept would give more benefit for your organization.

download the white paper click here 

In the future, i would like to post a new topic about SharePoint for Education and also SharePoint for Project Management in details.

Categories: SharePoint

Calculate Hours in SharePoint Calculated Column

May 5, 2011 1 comment

It is a common formula for calculating days between two date column on SharePoint by using =DATEDIF([StartDate],[EndDate],’d), However there’s a date-time format on SharePoint column,e.g. 05/23/2011 7:00 AM to 05/23/2011 4:00 PM and we need to create a calculated column to count the difference in hour ? can we just use DATEDIF ? No , It won’t work! It is a little bit tricky but you could use the following function where…
[Start Time] column 05/23/2011 7:00 AM
[End Time] column 05/23/2011 4:00 PM
=IF(NOT(ISBLANK([End Time])),([End Time]-[Start Time])*24,0) -> it will give you 9 hour for differences

Categories: SharePoint

Multiple person on Assigned to column

February 11, 2011 Leave a comment

When we create Assign to Column from SharePoint Task List, it only allow one person by default which means that only one person can received the email notification task. On some occation, we need to notify more than one person, in order to do this, you need to activate the “Allow Multiple Selection” on the assigned to column settings, it will allow more than one person separated by semi colon. Doing so, the e-mail notification will be sent to the listed people ( more than one person ).

Categories: SharePoint

Content Approval with WSS 3.0

February 11, 2011 1 comment

Content approval with WSS 3.0 is very similar with WSS 2.0 excpect that it has an advance workflow. However, the advance workflow in WSS 3.0 is not optimal as MOSS 2007. As a result, we can use the simple content approval like WSS 2.0.

To set up a simple content approval on WSS 3.0 on library / list, you need to follow the following steps:
1. go to settings – list setting
2. click versioning setting under general setting
3. click Yes for required content approval for submitted items ?

automatically, all submitted items from the library or list will be on pending status until administrator approved / rejected the item. You need to create a group for contributor access ( submitted ) and designer / full control access ( approved / rejected )

Categories: SharePoint