Export Excel Lists and Connect Them In SharePoint

The kalmstrom.com CEO, Peter Kalmstrom, is a Microsoft certified expert on both Excel and SharePoint, and he is happy to share his knowledge. Now he has published another demo on how to transfer data from Excel to SharePoint. This time he shows how to export Excel lists, and then he explains how to connect the two new SharePoint lists on a page.

If you use SharePoint but don’t know how to export Excel lists to your site or how to connect lists in SharePoint, I sincerely recommend you to watch it. Also if you already know it, you might still get some other useful tips from Peter’s demo.

Export Excel lists to SharePoint
Peter starts with exporting his Excel lists “Customers” and “Countries” to a SharePoint site. In the “Customers” list there are some multiple line fields that cannot be used for sorting and filtering but Peter shows how to change them into single lines.

Connect SharePoint lists
Peter continues by showing how to connect the Countries list and the Customers list on a page, so that he can select a country and see what customers come from that country.

The possibility to connect two SharePoint lists to each other on a separate page is very useful. On the kalmstrom.com intranet SharePoint site there is one list for Customers and one for Purchases. Of course you can have all the info in one list, but loading, filtering and sorting works better if we separate the data into two lists. The two lists are connected on a CustomerPurchases page, though, and when I open a customer organization on that page I can see all data for that organization + all their purchase information.

More info on the kalmstrom.com website
In the Tips section of www.kalmstrom.com the various tricks are listed in the order Peter shows them, and for each trick the steps he performs in the video demonstration are described more in detail. Welcome to have a look at the article “Export Excel lists to a SharePoint site and connect them”. The kalmstrom.com Tips section also contains pages with tips on Outlook, Skype, Exchange, SMS and more. These tips are not directly connected to the kalmstrom.com products for Office, Exchange and SharePoint ‒ for them we have a lot of documentation on other pages. Here we have instead gathered information that may be useful for many, either you are a kalmstrom.com Community Member or not. Welcome to see for yourself!

Integrate Excel in SharePoint With Excel Web Services

Another demo by the CEO of kalmstrom.com Business Solutions has been published on the Tips section of the kalmstrom.com website. This time Peter shows how to embed an Excel model on a SharePoint site. It is done with the help of Excel Web Services, which is included in the SharePoint 2010 Enterprise license and also in the more advanced Office 365 licenses.

Excel model
As example Peter has chosen a model that shows how much revenues in dollars change when sales increase ‒ or decrease ‒ with certain percentages, and he starts by creating that model in Excel 2010. When the table is finished he also makes a graph of the data, to show the changes in a clearer way.

Save to SharePoint
In the second step Peter saves his model table and graph to the company’s SharePoint site, so that people who don’t use Excel also can see it. Maybe you even want to display it to all employees on the intranet homepage? Peter shows how to do that also. 

SharePoint and Excel expert knowledge
Peter Kalmstrom is a Microsoft Certified specialist on both Excel and SharePoint, and he has promised to take his time to make more demos of this kind in the future. So if you want to learn some more tips and tricks on Excel or SharePoint, keep an eye on this blog and on the kalmstrom.com Tips pages!

Use Excel To Calculate Your Holiday Costs

The kalmstrom.com CEO is a Microsoft Certified Expert on Excel 2010 so he has a lot of knowledge to share. If you just know the tricks, you can use Excel to simplify many different kinds of analyzing and calculating tasks. You may also show the results in illustrative graphs and tables.

Demo on cost calculation with Excel
The video above was published in the Tips section of www.kalmstrom.com yesterday. Here Peter shows how to use Excel to analyze the costs for a holiday trip. Even if you are not planning a journey right now I recommend you to  have a look at the demo if you want to learn more about Excel 2010. When calculating the costs and changing the parameters Peter shows many things that you might find useful also when you work with other tasks in Excel.

Excel tips and tricks
While creating the holiday calculator Peter teaches us how to copy formatting and currency, name cells to use them in formulas,  format text as tables, add Total rows  and create a formula for calculating costs. He also shows how to lock certain cells in a table and leave others open for changes that will affect the totals.

BI tool for data exploration
If you need a tool for more advanced analyzes, I suggest that you take a look at the kalmstrom.com OLAP Reporting Tool. This application is integrated in most of the kalmstrom.com products, but it is also used separately by many customers to facilitate business intelligence.  Peter has of course also made a series of video demonstrations on how OLAP Reporting Tool helps management study and draw conclusions from data. You are welcome to have a look!