Create an Excel Report
I am trying to figure out how to create an excel document that is populated with data from three interrelated lists. I would like to have create a webpart that contains a button which the end user can click to create the report in Excel. I'd like it so that
the Excel document is opened. So far I haven't had much luck finding out how to do this. Any suggestions?
June 13th, 2010 7:32pm
Use Access 2007 instead.
Create three Access tables in the same database from the three SP lists and then use the Report Editor (not the wizard) to create a report.
(Also - as Moderator - moving this to Admin.)
(Functionality has been removed in Excel 2007 in order to push people to using the new Access 2007 report functions and away from Excel)
2010 Books: SPF 2010; SPS 2010; SPD 2010; InfoPath 2010; Workflow etc.
2007 Books:
WSS 3.0; MOSS 2007; SPD 2007; InfoPath 2007; PerformancePoint; SSRS; Workflow
Both lists also include books in French; German; Spanish with even more languages in the 2007 list.
Free Windows Admin Tool Kit Click here and download it now
June 13th, 2010 7:51pm
That will not be an option. Many of the users who will be getting the report don't have Access. I definitely need the report to be an Excel document or at the very least CSV.
June 13th, 2010 8:36pm
I resolved this by creating an Excel spreadsheet that acts as the template for my report. I entered some filler text in specific cells and then saved the spreadsheet as an XML spreadsheet. This was uploaded to my SharePoint site. I then wrote a webpart
that replaces the filler text with my actual data.
Free Windows Admin Tool Kit Click here and download it now
August 5th, 2010 8:16pm