![Course contents ,[object Object],[object Object],[object Object],Publish lists to a SharePoint site Each lesson includes a list of suggested tasks and a set of test questions.](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)
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- 1. Microsoft ® Office Excel ® 2003 Training Publish lists to a SharePoint ® site Peace River Distributing presents:
- 5. Lesson 1 Publish a list
- 20. Lesson 2 Keep lists synchronized
- 22. Keep lists synchronized, cont’d. Publish lists to a SharePoint site Update changes made in the Excel list on the SharePoint site by synchronizing. You can synchronize the list so that the changes you make in Excel are visible on the SharePoint site, and changes on the SharePoint list appear in the Excel list.
- 30. Make changes without synchronizing, cont’d. Publish lists to a SharePoint site You can add data without immediately synchronizing. Just save and close the file without synchronizing. When you're back in the office and you reopen the Excel workbook containing that list, you'll get a dialog box telling you that the workbook has a list that has not yet been synchronized on the SharePoint site. (Continued on next slide.)
- 38. USING THIS TEMPLATE See the notes pane or view the full notes page ( View menu) for detailed help on this template.
Notas del editor
- [ Note to trainer : Students should be familiar with how to use the new List feature in Excel 2003 or take the Excel 2003 training presentation, “How to use lists.” For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]
- To publish lists, you must have access to a server that is running Microsoft Windows® SharePoint® Services, and you must have permissions to create a list on the server.
- [ Note to trainer : Steps—given in either numbered or bulleted lists—are always shown in yellow text.] The list must be active on the worksheet, which is why you begin by clicking the list.
- In step 2, if you don't choose to link the lists now, you won't be able to do it later on, and you won't be able to update.
- In step 4, typing a description is optional, but useful.
- If the data doesn’t belong to one of the supported data types, Excel will usually apply the text data type to each column. If you do not want to accept the formatting applied by Excel, you can go back to the list to check formatting in the specific cells and make any necessary changes.
- Given a choice between numbers and text, Excel would choose text. Note : Formulas are not exported to the SharePoint site. They are converted to values. If you have the list total row turned on, the total row will not be exported.
- Once you've taken a look at the list, you can return to your list in Excel by clicking the Close button at the top of the browser window, clicking the Excel button on the taskbar, or pressing ALT+TAB. Then click OK to close the message box with the link.
- Note : To see the list, others must have a working network or Internet connection to the SharePoint site, and they must have permissions to view the list on the server. To delete a list from the SharePoint site: 1. On the SharePoint site, select the list. 2. On the left, under Actions , click Modify settings and columns . 3. Then, under General Settings , click Delete this list and click OK .
- [ Note to trainer : With Excel 2003 installed on your computer, you can click the link in the slide to go to an online practice. In the practice, you can work through each of these tasks in Excel, with instructions to guide you. Important : If you don’t have Excel 2003, you won’t be able to access the practice instructions.]
- Others who have permissions can add or revise list data from the SharePoint site.
- Synchronization is not automatic. If you make changes without synchronizing and then save the list, a dialog box appears to remind you that your workbook contains changes to a SharePoint list that have not yet been synchronized with the SharePoint site. You can synchronize then by clicking the Synchronize List button, or synchronize the next time you open the Excel list (more on that later).
- Conflicts can also be resolved by someone viewing the SharePoint list. A message appears at the bottom of the list indicating that there is a data conflict with another user, along with a Resolve link that can be clicked to open the Resolve Conflicts dialog box on the SharePoint site. Besides data conflicts, Excel will report errors such as not having permission to use the server.
- Clicking No will overwrite the data in your Excel list with the data on the SharePoint site. Tip You can also use Discard Changes and Refresh to restore your Excel list to the latest published version on the SharePoint site if you want to discard the changes that you've recently made to the Excel list.
- [ Note to trainer : With Excel 2003 installed on your computer, you can click the link in the slide to go to an online practice. In the practice, you can work through each of these tasks in Excel 2003, with instructions to guide you. Important : If you don’t have Excel 2003, you won’t be able to access the practice instructions.]
- Using This Template This Microsoft PowerPoint ® template has training content about using Excel 2003 to publish lists to a Web site based on Windows SharePoint Services. It's geared for you to present to a group and customize as necessary. This template's content is adapted from the Microsoft Office Online Training course “Lists II: Publish Excel 2003 lists to a SharePoint site.” Features of the template Title slide: On the very first slide, there are empty brackets over which you should type the name of your company. Or you can delete the text box altogether if you don't want this text. Animations: Custom animation effects are applied throughout. They'll play in previous versions back to Microsoft PowerPoint 2000. They include the entrance effects called Peek and Stretch . To alter them, go to the Slide Show menu, click Custom Animation , and work with the options that appear. Slide transitions: The Wipe Down transition is applied throughout the show. If you want a different one, go to the Slide Show menu, click Slide Transition , and work with the options that appear. Hyperlinks to online course: The template contains links to the online version of this training course. The links take you to the hands-on practice session for each lesson and to the Quick Reference Card that is published for this course. Please take note: You must have Excel 2003 installed to view the hands-on practice sessions. Headers and footers: The template contains a footer that has the course title. You can change or remove the footers in the Header and Footer dialog box (which opens from the View menu).