Excel 2010 Synchronize List with SharePoint List using VBA
I have used and loved the interaction between Excel and SharePoint for many generations of both solutions. It's a wonderful opportunity to integrate the familiarity and simplicity of Excel (formatting, ease of use, availability) with the data storage
and centralized list capabilities of SharePoint. Right?
When upgrading to Excel 2010, I have noticed with much dismay that much of the inherent easy to use features of previous versions were effectively stripped from this newest version. Much research, time and energy has been spent working around and resolving
the deficiency. One Microsoft based article,
http://support.microsoft.com/kb/930006, has provided the mechanics behind utilizing the "hidden" functionality... although, this capability to use VBA to create the synchronized list was available in previous versions. However, once Microsoft
published this article to this "hidden" functionality... I feel that the behavior should be supported by Microsoft in some way. OK?
Revised instructions to reproduce the problem:
1. Create a SharePoint list with 20 dummy records.
- Note the List Name ##LIST_NAME##
- Note the View GUID ##VIEW_GUID##
- Note SharePoint Base URL ##BASE_URL##
2. REVISED... In Excel 2010, save the file as Compatible "Excel 97-2003 Workbook". Close the file and reopen. Create a connected table (ListObject) in Excel using the article above to the SharePoint list. Use Sample VBA code
below:
Sub LinkedSharePointList()
ActiveSheet.ListObjects.Add SourceType:=xlSrcExternal,_
Source:=Array(##BASE_URL## & "/_vti_bin", ##LIST_NAME##, _
##VIEW_GUID##), LinkSource:=True, Destination:=Range("A1")
End Sub
3. OOPS REVISED this item. The problem is actually with ROW 21... So, update record on row 21... (no matter where the table is located... (if the "Destination" is "A1", then the problem is with ID=20, but if the Table is
shifted down to say A12, then ID=9 on row 21). Anyway... make a simple change to that record... and you'll see the ID immediately change.... as if it's a NEW record. WEIRD! Note: If the sheet is protected, then an error is displayed
indicating that a "read-only" record cannot be updated (referring to the ID cell in column A for the current row).
4. Now "synchronize" the list with excel. The former record is still in the list unchanged AND there is a NEW record in the list holding the changes. There are a number of problems that seem to ONLY occur when something changes to ROW
21.... Next, try to copy/paste multiple records across multiple rows that intersect with ROW 21. Yikes!!
I look forward to hearing others' experience!
Thanks!
Mark
Here are some things that you can try (change the code, where appropriate):
Private Sub CreateList()
Dim folder As folder
Dim f As File
Dim fs As New FileSystemObject
Dim RowCtr As Integer
RowCtr = 1
Set folder = fs.GetFolder("http://excel-pc:43231/Shared Documents/Forms/") '<=Variable Location
For Each f In folder.Files
Cells(RowCtr, 1).Value = f.Name
RowCtr = RowCtr + 1
Next f
End Sub
Sub ListAllFile()
Dim objFSO As Object
Dim objFolder As Object
Dim objFile As Object
Dim pth As String
Dim WBn As Workbook
Dim ObCount As Long
Dim FileNme As String
Application.ScreenUpdating = False
Set objFSO = CreateObject("Scripting.FileSystemObject")
'Get the folder object associated with the directory
Set objFolder = objFSO.GetFolder("\\excel-pc:43231\Shared Documents\Forms\")
'** You'll need to specify your path here. By removing the http: from the path, the code liked it & found the folder. It wasn’t working previously ***
pth = "http://excel-pc:43231/Shared Documents/Forms/"
'** You'll need to specify your path here. The reason I’ve done this separately is because the path is not recognised otherwise when trying to specify it with workbook.open & using the value set for objFolder **
ObCount = objFolder.Files.Count
'** counts the number of files in the folder
'Loop through the Files collection
For Each objFile In objFolder.Files
Nm1 = Len("http://excel-pc:43231/Shared Documents/Forms/")
'** You'll need to specify your path here **
Nm2 = Len(objFile) - Nm1
FileNme = Right(objFile, Nm2)
'** I’ve done this part to find out/set the file name**
Set WBn = Workbooks.Open(pth & FileNme, , , , Password:="YourPassword")
'** opens the first file in the library – if there is no password, the remove everything from - , , , , Password:="Password1" – leaving the close bracket ‘)’
Application.ScreenUpdating = False
'** optional – you can leave the screen updating on
'<< Your coding here>>
'** The file is now open. Enter whatever code is specific to your spreadsheets.
Next
'** goes to next file within your sharepoint folder
End Sub
Sub SharePoint()
Dim xlFile As String, xlFullFile As String
Dim xlApp As Excel.Application
Dim wb As Workbook
xlFile = "\\excel-pc:43231\Shared Documents"
'http://excel-pc:43231/Shared Documents/
'****----denotes the path.(i.e) u give the path as windows search.Don't use "\" at the end.
'In the sharepoint path %20 denotes space.so u remove that and use space .
Set xlApp = New Excel.Application
xlApp.Visible = True
xlFullFile = GetFullFileName(xlFile, "Book") 'ANZ denotes starting characters of the file.
xlFile = xlFile & "\" & xlFullFile
Set wb = xlApp.Workbooks.Open(xlFile, , False)
'Once the workbook is opened u can do ur code here
wb.Close False
End Sub
Function GetFullFileName(strfilepath As String, _
strFileNamePartial As String) As String
Dim objFS As Variant
Dim objFolder As Variant
Dim objFile As Variant
Dim intLengthOfPartialName As Integer
Dim strfilenamefull As String
Set objFS = CreateObject("Scripting.FileSystemObject")
Set objFolder = objFS.GetFolder(strfilepath)
'work out how long the partial file name is
intLengthOfPartialName = Len(strFileNamePartial)
For Each objFile In objFolder.Files 'Instead of specifying the starting characters of the file you can directly loop through all files in the folder .
'Test to see if the file matches the partial file name
If Left(objFile.Name, intLengthOfPartialName) = strFileNamePartial Then
'get the full file name
strfilenamefull = objFile.Name
Exit For
Else
End If
Next objFile
Set objFolder = Nothing
Set objFS = Nothing
'Return the full file name as the function's value
GetFullFileName = strfilenamefull
End Function
Sub SrchForFiles()
' Searches the selected folders and sub folders for files with the specified (xls) extension.
'ListTheFiles 'get the list of all the target XLS files on the SharePoint Directory
Dim i As Long, z As Long, Rw As Long, ii As Long
Dim ws As Worksheet, dd As Worksheet
Dim y As Variant
Dim fldr As String, fil As String, FPath As String
Dim LocName As String
Dim FString As String
Dim SummaryWB As Workbook
Dim SummaryWS As Worksheet
Dim Raw_WS As Worksheet
Dim LastRow As Long, FirstRow As Long, RowsOfData As Long
Dim UseData As Boolean
Dim FirstBlankRow As Long
'grab current location for later reference, for where to paste final data
Set SummaryWB = Application.ActiveWorkbook
Set SummaryWS = Application.ActiveWorkbook.ActiveSheet
y = "xls"
fldr = "\\excel-pc:43231\Shared%20Documents\Forms\AllItems.aspx"
FirstBlankRow = 2
'asd is a 1-D array of files returned
asd = ListFiles(fldr, True)
Set ws = Excel.ThisWorkbook.Worksheets(1) 'list of files
ws.Activate
ws.Range("A1:Z100").Select
Selection.Clear
On Error GoTo 0
For ii = LBound(asd) To UBound(asd)
Debug.Print Dir(asd(ii))
fil = asd(ii)
'open the file and grab the data
Application.Workbooks.Open (fil), False, True
'Get file path from file name
FPath = Left(fil, Len(fil) - Len(Split(fil, "\")(UBound(Split(fil, "\")))) - 1)
'Get file information
If Left$(fil, 1) = Left$(fldr, 1) Then
If CBool(Len(Dir(fil))) Then
z = z + 1
ws.Cells(z + 1, 1).Resize(, 6) = _
Array(Dir(fil), LocName, RowsOfData, Round((FileLen(fil) / 1000), 0), FileDateTime(fil), FPath)
DoEvents
With ws
.Hyperlinks.Add .Range("A" & CStr(z + 1)), fil
'.FoundFiles(i)
End With
End If
End If
'Workbooks.Close 'Fil
Application.CutCopyMode = False 'Clear Clipboard
Workbooks(Dir(fil)).Close SaveChanges:=False
Next ii
With ws
Rw = .Cells.Rows.Count
With .[A1:F1]
.Value = [{"Full Name","Location","Rows of Data","Kilobytes","Last Modified", "Path"}]
.Font.Underline = xlUnderlineStyleSingle
.EntireColumn.AutoFit
.HorizontalAlignment = xlCenter
End With
.[G1:IV1 ].EntireColumn.Hidden = True
On Error Resume Next
'Range(Cells(Rw, "A").End(3)(2), Cells(Rw, "A")).EntireRow.Hidden = True
Range(.[A2 ], Cells(Rw, "C")).Sort [A2 ], xlAscending, Header:=xlNo
End With
End Sub
Function ListFiles(ByVal Path As String, Optional ByVal NestedDirs As Boolean) _
As String()
Dim fso As New Scripting.FileSystemObject
Dim fld As Scripting.folder
Dim fileList As String
' get the starting folder
Set fld = fso.GetFolder(Path)
' let the private subroutine do all the work
fileList = ListFilesPriv(fld, NestedDirs)
' (the first element will be a null string unless the first ";" is removed)
fileList = Right(fileList, Len(fileList) - 1)
' convert to a string array
ListFiles = Split(fileList, ";")
End Function
' private procedure that returns a file list
' as a comma-delimited list of files
Function ListFilesPriv(ByVal fld As Scripting.folder, _
ByVal NestedDirs As Boolean) As String
Dim fil As Scripting.File
Dim subfld As Scripting.folder
' list all the files in this directory
For Each fil In fld.Files
'If UCase(Left(Dir(fil), 5)) = "MULTI" And fil.Type = "Microsoft Excel Worksheet" Then
If fil.Type = "Microsoft Excel Worksheet" Then
ListFilesPriv = ListFilesPriv & ";" & fil.Path
Debug.Print fil.Path
End If
Next
' if requested, search also subdirectories
If NestedDirs Then
For Each subfld In fld.SubFolders
ListFilesPriv = ListFilesPriv & ListFilesPriv(subfld, NestedDirs)
Next
End If
End Function
Finally . . .
Sub ListFiles()
Dim folder As Variant
Dim f As File
Dim fs As New FileSystemObject
Dim RowCtr As Integer
Dim FPath As String
Dim wb As Workbook
RowCtr = 1
FPath = "http://excel-pc:43231/Shared Documents"
For Each f In FPath
'Set folder = fs.GetFolder("C:\Users\Excel\Desktop\Ryan_Folder")
'For Each f In folder.Files
Cells(RowCtr, 1).Value = f.Name
RowCtr = RowCtr + 1
Next f
End Sub
Sub test()
Set objFSO = CreateObject("Scripting.FileSystemObject")
Set objFolder = objFSO.GetFolder("C:\Users\Excel\Desktop\Ryan_Folder")
'Set colSubfolders = objFolder.SubFolders
'For Each objSubfolder In colSubfolders
Cells(RowCtr, 1).Value = f.Name
RowCtr = RowCtr + 1
'Next
End Sub
Ryan Shuell
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Print #1, "<f href=""" & strFilePath & strFileName & """/>"
Print #1, "<fields>"
For Each fdField In rsData.Fields
If IsNull(fdField.Value) Then
fldValue = ""
Else
fldValue = fdField.Value
fldValue = XMLit(fldValue)
End If
If InStr(1, fdField.Name, "ID") > 0 Then
fldValue = Format(fldValue, "##########")
End If
If InStr(1, fdField.Name, "ZIP") > 0 Then
fldValue = Format(fldValue, "#####")
End If
If InStr(1, fdField.Name, "Rate") > 0 Then
fldValue = Format(fldValue, "#0.00#")
End If
' Write #1, fdField.Name,
Print #1, "<field name=""" & fdField.Name & """>"
Print #1, "<value>" & fldValue & "</value>"
Print #1, "</field>"
Next
Print #1, "</fields>"
Print #1, "</xfdf>"
Close #1
End If
Dim x As Long
For x = 1 To 1000000: Next x
LaunchPDF.LaunchFile strXFDFFile, 0, 2
Make sure you reference the Adobe Acrobat Browser Control Library under Tools | References
It will merge to Adobe Reader. Note that I have made the strXFDFFile variable unique by including the name of the PDF file. This assures that you can merge to more than one PDF at a time (this is taken from a loop for multiple PDF files). Note that the XFDF file must include the path and the PDF file name in order to open the correct PDF for merging.
I don't have time to explain the code, but if you have any questions let me know.
Daniel H. Smith
Smith Enterpises LLC
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