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Export List View to Excel template

  Asked By: Mohini    Date: Sep 23    Category: Sharepoint    Views: 7263

Would Excel Services be the best/only way to do this? Essentially I want a
fixed header and then a formatted list below it which contains data from a

I'll probably want to do the same thing for PowerPoint -- most likely for
single list items -- which of course wouldn't be covered by Excel Services.
It seems like I'd be able to create fields or content areas (or whatever
they're called these days) and then create some sort of adapter to get the
data in. Thoughts or suggestions?



3 Answers Found

Answer #1    Answered By: Bhairavi Damle     Answered On: Sep 23

We do a LOT of exporting of list  data into Excel, BUT, it sounds as if you
really want some custom XSLT to display your data  and stay in Sharepoint in a
WEB page.

We have done this too. It is very picky & detailed but not too hard IF you
take baby steps. I'd roughly do the following:
1) get a display of your list
2) using SPD, convert to a DataFormWebPart (DFWP)
3) using SPD replace ALL of the XSLT with a so-called identity transform
(the purpose is to understand the shape of your data)
4) get a copy of #3 output onto your PC as a text file (copyNpaste)
5) get Microsoft's free XML NotePad2007

Now you are setup to write XSLT and test it on you PC without having to go
backNforth to SP or deal with SPD.

6) get the data items  you want to display
7) tableize the result

Answer #2    Answered By: Leeann Hull     Answered On: Sep 23

Actually, the main requirement is the Excel and PowerPoint
output -- and that the whole process be fully automated -- so we really do
need to go there.

Feel free to provide additional detail if I've missed the point; it sounds
like you've paid some dues here already.

Answer #3    Answered By: Vaasu Radhakrishna     Answered On: Sep 23

OK, I was off the mark. Let me then describe something else we do whose
end-point target is either Excel or executive presentations in PowerPoint.

We have 30-40 sub-sites with identical structure. We export/couple one list
from each site into an XL2007 workbook, one sheet for each site. This workbook
is kept in a DocLib higher than these sub-site ( this is not too important).
CRTL+ALT+F5 refreshs all these sheets whenever we wish. We then have 100-200
lines of VBA which cycles through and combines these 30-40 sheets onto one
sheet. We add other calcs and logical functions to this sheet automatically
with VBA. CTRL+SHF+U runs the VBA to produce this "summary" sheet. We then
have other sheets with graphs of this data, KPI sets off of the data, and
pivot tables. The graphs go copyNpaste right into PowerPoint. The whole
process takes less than 10 minutes.

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