06 ms excel

56 %
44 %
Information about 06 ms excel

Published on August 31, 2011

Author: fosterstac

Source: slideshare.net

Microsoft ® Office Excel ® 2003 Training Publish lists to a SharePoint ® site Peace River Distributing presents:

Course contents Overview: Publishing Excel lists Lesson 1: Publish a list Lesson 2: Keep lists synchronized Publish lists to a SharePoint site Each lesson includes a list of suggested tasks and a set of test questions.

Overview: Publishing Excel lists

Lesson 1: Publish a list

Lesson 2: Keep lists synchronized

In Excel 2003, you can share list data with others by publishing the list to a Web site based on Microsoft Windows ® SharePoint Services. Overview: Publishing Excel lists Publish lists to a SharePoint site Once the list is published, you can update it from Excel, and others who have permissions can add or revise list data from the SharePoint site.

In Excel 2003, you can share list data with others by publishing the list to a Web site based on Microsoft Windows ® SharePoint Services.

Course goals Publish a list from Excel to a SharePoint site. Synchronize the lists when updates are made. Resolve conflicts when different changes are made to the same data. Publish lists to a SharePoint site

Publish a list from Excel to a SharePoint site.

Synchronize the lists when updates are made.

Resolve conflicts when different changes are made to the same data.

Lesson 1 Publish a list

Publish a list Publishing an Excel list to a SharePoint site is an easy way to share data with others. You use a simple two-step wizard to publish the list. Publish lists to a SharePoint site Data in Excel lists can be published for others to see on a SharePoint site. People who have permissions may then read the SharePoint list, while others may even revise the list or enter additional data without having to open Excel.

Publishing an Excel list to a SharePoint site is an easy way to share data with others.

You use a simple two-step wizard to publish the list.

Publish a list: Step 1 The Publish List to SharePoint Site dialog box appears. Publish lists to a SharePoint site The Publish List to SharePoint Site dialog box Point to List on the Data menu. Click Publish List . To publish a list created with the new List command in Excel 2003, begin by clicking the list. Then: (Continued on next slide.)

The Publish List to SharePoint Site dialog box appears.

Point to List on the Data menu.

Click Publish List .

Publish a list: Step 1, cont’d. In the Publish List to SharePoint Site dialog box: Publish lists to a SharePoint site Type the URL of the server (your SharePoint site) in the Address box. Select the Link to the new SharePoint list check box so that you can update the list with changes. The Publish List to SharePoint Site dialog box (Continued on next slide.)

In the Publish List to SharePoint Site dialog box:

Type the URL of the server (your SharePoint site) in the Address box.

Select the Link to the new SharePoint list check box so that you can update the list with changes.

Publish a list: Step 1, cont’d. Publish lists to a SharePoint site Type a name for your list in the Name box. Type a description in the Description box. The Publish List to SharePoint Site dialog box In the Publish List to SharePoint Site dialog box:

Type a name for your list in the Name box.

Type a description in the Description box.

Publish a list: Step 2 Then, Excel checks the data in each column to ensure that it belongs to one of the data types supported by Windows SharePoint Services: Publish lists to a SharePoint site Text Currency Dates or numbers Hyperlinks Excel confirms that data is well organized. (Continued on next slide.)

Then, Excel checks the data in each column to ensure that it belongs to one of the data types supported by Windows SharePoint Services:

Text

Currency

Dates or numbers

Hyperlinks

Publish a list: Step 2, cont’d. Excel also checks whether each column contains only one type of data. For example, a column in a published list cannot contain both numbers and text. Publish lists to a SharePoint site Excel confirms that data is well organized. If a list column did mix the two types, Excel would apply the text data type for every cell in the column.

Excel also checks whether each column contains only one type of data. For example, a column in a published list cannot contain both numbers and text.

See your published list After you click Finish in the Publish List to SharePoint site dialog box, you can click the link in the Windows SharePoint Services message box to see the list on your SharePoint site. Publish lists to a SharePoint site The Windows SharePoint Services message box (Continued on next slide.)

After you click Finish in the Publish List to SharePoint site dialog box, you can click the link in the Windows SharePoint Services message box to see the list on your SharePoint site.

See your published list, cont’d. You can see a published list on the SharePoint site any time. Publish lists to a SharePoint site Select the list on the worksheet. Click List on the List toolbar. Click View List on Server . Click to see your list.

You can see a published list on the SharePoint site any time.

Select the list on the worksheet.

Click List on the List toolbar.

Click View List on Server .

Now others can see your list Others can see the list (if they have permissions to do so) by clicking it directly from the SharePoint site, under Lists . Publish lists to a SharePoint site The published list on the SharePoint site Those who have the necessary permissions can also make changes to the list data.

Others can see the list (if they have permissions to do so) by clicking it directly from the SharePoint site, under Lists .

Suggestions for practice Publish a list. See the list on your SharePoint site. Publish lists to a SharePoint site Online practice (requires Excel 2003)

Publish a list.

See the list on your SharePoint site.

Test 1, question 1 To see a published list on the SharePoint site, click List on the List toolbar, and then click: (Pick one answer.) Publish lists to a SharePoint site Publish List. View List on Server. Unlink List.

To see a published list on the SharePoint site, click List on the List toolbar, and then click: (Pick one answer.)

Publish List.

View List on Server.

Unlink List.

Test 1, question 1: Answer View List on Server. Publish lists to a SharePoint site

View List on Server.

Test 1, question 2 Selecting the Link to the new SharePoint list check box will do what? (Pick one answer.) Publish lists to a SharePoint site Publish your list. Unlink your Excel list from the SharePoint list. Make it possible to update the SharePoint list with changes made in the Excel list and vice versa.

Selecting the Link to the new SharePoint list check box will do what? (Pick one answer.)

Publish your list.

Unlink your Excel list from the SharePoint list.

Make it possible to update the SharePoint list with changes made in the Excel list and vice versa.

Test 1, question 2: Answer Make it possible to update the SharePoint list with changes made in the Excel list and vice versa. Publish lists to a SharePoint site If you don’t select the check box to link the lists now, you won't be able to do it later on, and you won't be able to update.

Make it possible to update the SharePoint list with changes made in the Excel list and vice versa.

Lesson 2 Keep lists synchronized

Keep lists synchronized Imagine that the published list on the SharePoint site is a list of sales. Publish lists to a SharePoint site Update changes made in the Excel list on the SharePoint site by synchronizing. Since it was published, some salespeople have made more sales, so you need to revise the Excel list and update the list on the SharePoint site. (Continued on next slide.)

Imagine that the published list on the SharePoint site is a list of sales.

Keep lists synchronized, cont’d. Publish lists to a SharePoint site Update changes made in the Excel list on the SharePoint site by synchronizing. You can synchronize the list so that the changes you make in Excel are visible on the SharePoint site, and changes on the SharePoint list appear in the Excel list.

Synchronize lists Remember the Link to the new SharePoint list check box in Lesson 1? Selecting that check box when you publish a list means that: Publish lists to a SharePoint site Future changes to the Excel list will be updated on the SharePoint list. Any changes made to the SharePoint list will be brought down to the Excel list. The Link to the new SharePoint list check box

Remember the Link to the new SharePoint list check box in Lesson 1? Selecting that check box when you publish a list means that:

Future changes to the Excel list will be updated on the SharePoint list.

Any changes made to the SharePoint list will be brought down to the Excel list.

When you make changes in the Excel list Say that you add another row to the list in Excel to account for another sale. Now the data is no longer the same on both the lists. To update the data on the SharePoint site to match the data in Excel: Publish lists to a SharePoint site Click Synchronize List on the List toolbar in Excel. Now the data is exactly the same in the list on the SharePoint site as it is in the list in Excel. The Synchronize List button on the List toolbar

Say that you add another row to the list in Excel to account for another sale. Now the data is no longer the same on both the lists. To update the data on the SharePoint site to match the data in Excel:

Click Synchronize List on the List toolbar in Excel.

Now the data is exactly the same in the list on the SharePoint site as it is in the list in Excel.

When others make changes to SharePoint list Perhaps someone added a sale directly to the list and forgot to send it to you. Now the SharePoint list is out of sync with the Excel list. Publish lists to a SharePoint site The Synchronize List button on the List toolbar If you know that others have permissions to make changes to your published lists, it's a good idea to click Synchronize List in Excel regularly and often to ensure that both lists are in sync.

Perhaps someone added a sale directly to the list and forgot to send it to you. Now the SharePoint list is out of sync with the Excel list.

Resolve conflicts With a list accessible both in Excel and on the SharePoint site, it's possible to have different changes made to the same piece of data. Publish lists to a SharePoint site The Resolve Conflicts and Errors dialog box For example, a sales figure could be updated to one amount by you, but to a different amount by someone else. (Continued on next slide.)

With a list accessible both in Excel and on the SharePoint site, it's possible to have different changes made to the same piece of data.

Resolve conflicts, cont’d. You'll be informed about the conflict between the Excel list and the one on the SharePoint site the next time you synchronize the list in Excel, when the Resolve Conflicts and Errors dialog box opens. Publish lists to a SharePoint site The Resolve Conflicts and Errors dialog box The dialog box displays changes you made in the Excel list and changes made in the SharePoint list. (Continued on next slide.)

You'll be informed about the conflict between the Excel list and the one on the SharePoint site the next time you synchronize the list in Excel, when the Resolve Conflicts and Errors dialog box opens.

Resolve conflicts, cont’d. You can accept or discard your changes. Accepting your changes will overwrite any changes made on the SharePoint site; discarding your changes will save to the Excel list the changes made to the SharePoint list. Publish lists to a SharePoint site Click Discard My Changes to accept changes on SharePoint. Click Retry My Changes to overwrite changes on SharePoint. The Resolve Conflicts and Errors dialog box

You can accept or discard your changes. Accepting your changes will overwrite any changes made on the SharePoint site; discarding your changes will save to the Excel list the changes made to the SharePoint list.

Click Discard My Changes to accept changes on SharePoint.

Click Retry My Changes to overwrite changes on SharePoint.

Make changes without synchronizing There might be times when you add some new data in Excel but are not ready to synchronize when you save the list. Publish lists to a SharePoint site You can add data without immediately synchronizing. For example, you might be working with a laptop that is not connected to your office and the SharePoint site. (Continued on next slide.)

There might be times when you add some new data in Excel but are not ready to synchronize when you save the list.

Make changes without synchronizing, cont’d. Publish lists to a SharePoint site You can add data without immediately synchronizing. Just save and close the file without synchronizing. When you're back in the office and you reopen the Excel workbook containing that list, you'll get a dialog box telling you that the workbook has a list that has not yet been synchronized on the SharePoint site. (Continued on next slide.)

Make changes without synchronizing, cont’d. Publish lists to a SharePoint site You can add data without immediately synchronizing. The dialog box gives you the option to click either Yes or No . Click Yes to keep your changes, and then click Synchronize List to update the SharePoint site with the changes. Click No if you do not want to keep your previous changes, and then click Discard Changes and Refresh on the List toolbar.

Click Yes to keep your changes, and then click Synchronize List to update the SharePoint site with the changes.

Click No if you do not want to keep your previous changes, and then click Discard Changes and Refresh on the List toolbar.

Suggestions for practice Synchronize a list. Resolve a conflict. Save a file without first synchronizing changes. Publish lists to a SharePoint site Online practice (requires Excel 2003)

Synchronize a list.

Resolve a conflict.

Save a file without first synchronizing changes.

Test 2, question 1 How do you resolve conflicts between lists in Excel and your SharePoint site? (Pick one answer.) Publish lists to a SharePoint site Act as a facilitator between the two and mediate the differences. Link the Excel list to the new SharePoint list. Select which changes to accept in the Resolve Conflicts and Errors dialog box.

How do you resolve conflicts between lists in Excel and your SharePoint site? (Pick one answer.)

Act as a facilitator between the two and mediate the differences.

Link the Excel list to the new SharePoint list.

Select which changes to accept in the Resolve Conflicts and Errors dialog box.

Test 2, question 1: Answer Select which changes to accept in the Resolve Conflicts and Errors dialog box. Publish lists to a SharePoint site

Select which changes to accept in the Resolve Conflicts and Errors dialog box.

Test 2, question 2 How do you update changes made either to the Excel list or to the SharePoint list? (Pick one answer.) Publish lists to a SharePoint site Click Synchronize List on the List toolbar. Click Discard Changes and Refresh on the List toolbar. Click Update Changes on the List toolbar.

How do you update changes made either to the Excel list or to the SharePoint list? (Pick one answer.)

Click Synchronize List on the List toolbar.

Click Discard Changes and Refresh on the List toolbar.

Click Update Changes on the List toolbar.

Test 2, question 2: Answer Click Synchronize List on the List toolbar. Publish lists to a SharePoint site

Click Synchronize List on the List toolbar.

Quick Reference Card For a summary of the tasks covered in this course, view the Quick Reference Card . Publish lists to a SharePoint site

For a summary of the tasks covered in this course, view the Quick Reference Card .

USING THIS TEMPLATE See the notes pane or view the full notes page ( View menu) for detailed help on this template.

Add a comment

Related presentations

Related pages

MS Excel - fzt.haw-hamburg.de

1 Dept. F+F / J. Abulawi WS 06/07 Excel-Einführung 1/13 Einführung in das Tabellenkalkulationsprogramm MS Excel J. Abulawi Wozu dient Excel ...
Read more

MS Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016 ...

MS Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016 - Pivot - Tabellen / Listenauswertungen / Excel als Datenbank - Seminare Schulungen Kurse und ...
Read more

Weiterbildung MS Excel 2007 / 2010 / 2013 | Grundkurs (2

z.B. am 06.10.2016 in 86156 Augsburg MS Excel 2007 / 2010 / 2013 Seminar | Grundkurs (2 Tage) - Jetzt kostenlos Infos anfordern
Read more

Re: HEUTE>30.04.06 - spotlight.de

Re: HEUTE>30.04.06 im MS-Excel-Forum ... Diese Website nutzt Cookies, um bestmögliche Funktionalität bieten zu können.
Read more

Rechnen mit Excel - computerwoche.de

Wir haben die wichtigsten Kategorien zusammengestellt und bringen Ordnung ins Excel-Chaos. ... 09.06.2006 =JAHR(Datum) =JAHR(38877) ... Word 1.0 für MS-Dos
Read more

Arbeitszeiterfassung für MS Excel 7.06 - kostenlos downloaden

Arbeitszeiterfassung für MS Excel download - Arbeitszeiterfassung und Arbeitszeitnachweis für Arbeitnehmer, Arbeitgeber mit P
Read more

Excel 06 - SUMIF() - YouTube

Kterak použít funkce SUMIF (sumarizace s podmínkou) v programu MS Excel 2007
Read more

Mein Highscore: 159,06 - spotlight.de

Mein Highscore: 159,06 im MS-Excel-Forum ... Diese Website nutzt Cookies, um bestmögliche Funktionalität bieten zu können.
Read more

Microsoft Excel - MS-Office-Forum

Web ms-office-forum.net MS-Office ... Microsoft Excel: Forum-Optionen : Präfix: ... 05.10.2016 16:06 von xlph. 7: 89: Frage:
Read more

Lektion 06 Excel 2010 Summenfunktion – Informatik online ...

Einführung in MS Excel 2010: Darstellung der Vorteile der Summenfunktion gegenüber der herkömmlichen Addition einzelner Zellen. Anwendung der AutoSumme ...
Read more