Monday, June 26, 2006

Tonstgmn : Using Acess 2007 to report on data in SharePoint Lists

Using Access 2007 to report on data in SharePoint Lists



A nice feature of Access 2007 is that you can use SharePoint Lists as linked tables. After that you can do anything using that data from Access. I use it to build nice looking reports (status reports of projects, issues lists etc.). It works for both MOSS2007 and SharePoint 2003.


You simply need to do these steps:


          Create a new database


          Choose the External Data ribbon


          Click the “SharePoint Listâ€� button


          Enter a url to a SharePoint site (2003 or 2007)


Access now adds all lists as linked tables. And it adds the relations to other lists, if you have linked lists using Lookup fields. In SharePoint 2007 you can start from any list directly from the Actions menu.


 


After creating the report you can easily publish it to a PDF (or XPS) document and distribute it.


 

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