Editing and Reporting on a SharePoint List using Access 2007 offline!

by Oscar 3. February 2009 23:18

Not many people actually use this built-in functionality.  But one can easily edit data in bulk using Access 2007 and create useful reports against that data using Excel 2007 or Access 2007.

Getting Started



To do this, first go to your existing Properties List, and click on Actions > Open with Access
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A dialog comes asking if you would like to Link to the SharePoint List, select Link to data on the SharePoint Site, this will keep your Access 2007 database in synch (bi-directional).
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Now you can add/edit/delete data offline/online. Once you are happy with your changes, you can synch back by right-click on the Properties List, select SharePoint List Options > Refresh List.
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You can verify your changes took effect by simply browsing to the SharePoint List (on my test, it did in fact create my sample test record pictured below)
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Happy editing!

-O

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My favorite wire frame/page mockup tool for SharePoint Projects!

by Oscar 1. February 2009 23:12

I used to use Visio 2007 for wire frames, but it was a daunting task to update those wire frames!  Now I am using Mockups by Balsamiq.com

It is quite amazing how fast you can prototype pages, basically in minutes you can have several pages mocked up.  This tool is perfect for working sessions with business users to quickly get on the same page in terms of page elements and functionality.

Just look at the difference!

FIGURE 1 – Visio 2007 page wireframe

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FIGURE 2 – My Portal Home Page done in Mockups

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This tool is good for prototyping the UI of any application!

O

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About Oscar

Oscar Medina - SharePoint Solutions Architect

I am a SharePoint Solutions Architect and Managing Partner at SharePointAce Consulting Group, LLC.  I have over 13 years of software development experience. 

Previously a Consultant at Microsoft Consulting Services (MCS) North West Region with focus on the SharePoint Products and Technologies Platform.  I have been involved with SharePoint since it's first version (SharePoint 2001) and have grown more gray hair providing solutions ever since :)

Author of the CQWP – Recurring Calendar Events at http://cqwprce.codeplex.com

 

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