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Excel-like effects in list columns

  Asked By: Aiesha    Date: May 12    Category: Sharepoint    Views: 904

My department is currently using a spreadsheet to track projects,
including about 20-30 items per project.

I took the spreadsheet and imported it into SharePoint and it is
certainly better for everyone in my group....other than my boss.
He basically wants the same effect of Excel in the SharePoint site.

It already does the alternating white/grey rows in the list, but does
anyone know if there is a way to colorize certain columns to group
them together visually? Or if columns A-E are relevant to one thing,
and F-M are relevant to something else, is there way to overlay a
grouping on top of the columns?

Also, is there anyway to add gridlines to the view, without viewing it
in datasheet mode?



4 Answers Found

Answer #1    Answered By: Davon Henson     Answered On: May 12

I've seen sites using colors [red, green, yellow] within the custom list
typically for 'statu's tracking of a project. You got to save the color logos
onto the sharepoint  directory and link that to the custom list  as appropriate..

I'm afraid, I may not have the right steps but the other way is to use frontpage
and custom codes


Answer #2    Answered By: Aakash Gavade     Answered On: May 12

Have you looked into Excel Services in MOSS 2007? Another option would
be to convert the list  view to a Data view  using SharePoint Designer
then use the conditional formatting options there.

Answer #3    Answered By: Dara Hobbs     Answered On: May 12

I would like to pose a question to the group, at work we have installed our
company page and have activated web parts for sales, inventory, contacts,
customers and accounts. Problem or dilemma is that we need to import our
current client base into contacts and want it to flow the data out to
customers (our residential clients) and accounts ( our business clients)
this would be advantageous to how we intend on using the sales end of the
web parts. As of right now we have customers and accounts filtering the data
to separate them as desired, but alas nothing seems to propagate to the two
entities even if we sync, any help or articles dealing on this particular
subject would be great. also next week I intend to move our parts inventory
to this site  and hope it goes smoothly in that we are wanting something
close to a mini CRM to function from this site due to the pain that MS CRM
is SharePoint looks to be more up our ally. thank you in advance

Answer #4    Answered By: Martin Haglund     Answered On: Aug 31

The problem is your boss is not aware of what SP lists and libraries can do. Try exploring what you can do with the list  views (eg grouping, filtering, sorting, more/less columns, counts, sums) and provide some views that are so fantastic and dynamic that even he/she will not want to go back.

If he/she still can't get it then, occasonally export the list data to Excel, pretty it up, and print it for him/her.

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