Point of Entry Excel form w/data to Flow into Access DB Hosted on SharePoint 2010

Hello -
I have an Excel file with multiple tabs that require different people to enter data. I need to post the Excel file on SharePoint with the data entered to flow into an Access DB. I am new to SharePoint and would appreciate any ideas or thoughts
on how to accomplish this task.
Thanks!

Hi,
According to your post, my understanding is that you wanted to post the Excel file on SharePoint with the data entered to flow into an Access DB.
Both Access and Excel provide commands to connect to data in SharePoint lists. Excel 2010 provides a read-only (one-way) connection to linked SharePoint lists; whereas Access 2010 lets you read and write (two-way) data in linked SharePoint lists.
You can synchronize Excel 2010 and SharePoint 2010 with a download and install of a
Microsoft Excel Addin.
You can synchronize Excel 2010 and Access 2010 with Sharing data by linking to an Excel worksheet from Access or Connecting to Access data from Excel
More information:
Top 10 reasons to use Access with Excel:
http://office.microsoft.com/en-in/excel-help/top-10-reasons-to-use-access-with-excel-HA010264081.aspx#BM10
Build an Access database to share on the Web:
http://office.microsoft.com/en-in/sharepoint-server-help/build-an-access-database-to-share-on-the-web-HA010356866.aspx#_Toc262821713
Best Regards,
Linda Li
Linda Li
TechNet Community Support

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Clayton,
You rock - thank you for all your responses!
The infopath form was built doing what it does long before the need to get the data into Excel.
You are correct in that I could have modified the infopath code to save to SQL, but the fields in the form and on the forms library columns do change before and after the manager approves it. As such, adding some code to submit the infopath data to
SQL could have been used to write data into SQL server instead of leveraging SSIS/SQL Agent to do so. However the aformentioned workflow (see way up in the thread) does more than just send an email to the manager with a link. It also edits some fields in the
forms library column on that particular list item. By using SSIS, every two minutes they get the latest stuff from sharepoint into SQL without having to add code in the workflow or - if possible - on the infopath code that does a table update where item=abc.
It is common to get data from sharepoint into sql, regardless of whether or not it is a list or library (including infopath forms libraries). There is sample code on Codeplex that has been downloaded close to 40,000 times for this purpose which I'm sure
you are familiar with:
http://msdn.microsoft.com/en-us/library/dd365137(v=sql.100).aspx and
http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652
I agree with you in so many ways on why they should not be using excel (or word) to present the information. Having InfoPath or a custom workflow magically convert the data presented on a specific view in a filled out InfoPath form to PDF and emailing it
would be wonderful, but it simply is not a possible solution.
Surely you're familiar with companies that have a word document that, say, a manager will email to someone as an attachment, then the employee prints out the word document, fills it out on paper and signs it with a pen (or fills out a fillable form, then
prints it), they then either fax it back or scan it and email it back to the manager, who then prints it out and hands it to a VP for a signature, etc. Yes, the process is very old-fashioned, but in health care, finance, and for legal compliance reasons,
some places simply have to do their manual processes the way they are. I've suggested and shown examples of how it can all be done electronically with digital signatures, etc., but their legal compliance officers and board members do not agree to this methodology.
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I myself have worked for several Fortune 100 firms for many years (Microsoft, T-Mobile, etc), know what is possible. However the place I am at now, many of those options simply are not possible.
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If you've used enterprise OCR systems (LaserFiche, OnBase, Hyperion, etc.) you would be familiar with the fact that in order to scan and index keywords from OCR cover pages, the document has to have fields in a certain location. While I have tried to
get the InfoPath form to line up properly, I cannot print out headers or footers and page breaks where the OCR system requires and expects them to be. What's more: when you print a filled out infopath form that loads browser side, as you know you get the browser-related
stuff with it. Although they're all on the same web browser (finally - IE8) and all on windows 7 and office 2010, I cannot control the fact that some users use large fonts and other accessability features to make their 21" screens run at 640x480 (exaggeration).
When you do this, it changes the margins in the print area, and more.
If I could take the data that is in infopath, merge it with an excel template, and export that to PDF, that could be an option. Not looking to buy some enterprise PDF generating product, though, and looking to do this as close to a no-code solution as possible.
Why we're suggesting PDF, perhaps we should be considering XPS, since we are staying with the Microsoft technology stack here.
Perhaps I should rephrase my original question like this: "I have 25 different documents that all need to be filled out automatically. Each document has different text on it, but the fields that need to be filled out on the documents are almost all
the same. I want to present one form for users to fill out, and once saved, to generate all 25 different documents. How would you do this?". While not entirely accurate, as not all 25 documents need to be created at once, only on demand with a click of a button
for each document, perhaps that is a better way of stating the need.
Thank you Clayton (and all you lurkers out there hoping to find out how we solve this).

Point of Entry Excel form w/data to Flow into Access DB Hosted on SharePoint 2010

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