You are working on a project that requires that migration of Excel data to be pushed into a SharePoint list, where the business process can leverage off all the benefits of SharePoint, such as workflows, views, alerts, etc.
Now the natural way to do this migration is to create a new list with the Import Spreadsheet option. This approach is problematic for a number of reasons.
– If there’s a lot of data with complex data types, not all the data maybe exported out of Excel
– There is no error checking in the import process.
– You can’t do any data manipulation in the process, ie. Merging fields, or perhaps items from other lists
– And the biggest drawback is that just when you’ve got the data perfect in the SharePoint list, the person who gave you the data in Excel, then emails you an updated data file.. Typical.
I recommend using MS Access for the following reasons:
-There is error handling
-Data can be manipulated, yes even different lists
-With 2010, this can even be used with InfoPath forms in lists
-You probably have Access already installed on your PC
Folks are often put off with using the MS Access program and view it as an alien body software. It’s not and it’s easy to use, yes even for non technical users.
If you are doing a fair bit of importing of data from Excel, this approach this will save you a boat load of time, trying to get data correctly imported into SharePoint.
Meta data is an all so common subject in the SharePoint world.
But what is it? Where is the value? Why bother? And how does it relate to SharePoint?
In short, metadata is data about information and the value it provides is better search or information discovery as Microsoft like to call it. Not that information that has no metadata is not searchable, but the quickest way to find information in SharePoint is Search. Yes it’s just as powerful as Google.
By tagging content with metadata companywide terms can be used, such as price lists, the target readership of the information. This is one of the biggest advantages of uploading files into SharePoint from the network drive to a library.
So how to get started with meta data?
At the site collection level, go to the Term Store management. And define your tags.
In the figure above the tags are:
Author : The department who created the document
Doc Type: This includes: Policy, Manual, Tip, Productivity
IT: Which IT group
Legal And Compliance: US or international
Misc. : This includes: End user, New Employee
Readership: The department who should read the info
A friend of mine told me about this tool called Auction Sniper that watches your bid on an item and places a winning bid at the last possible moment, often seconds before the end of the auction, thus giving the other bidders no time to outbid you. This is useful if the auction ends at 2 in the morning.
This is particularly timely, as I’m trying to buy a Microsoft Zune on eBay and keep on getting out bid last minute.