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project management for sharepoint + sharepoint for project management

Good stuff... but when i try to save the workbook I get the following error: "The file format you are saving in does not suppport synchronizing the tables to the Sharepoint site by using Excel. "...if you save the file it will convert the tables to read-only data. Any advice?

i did

Like you I cried, I was overjoyed, I sang Stevie Wonder. However when I ran it I entered the sharepoint address, the table name and hit Publish, but it throws a VB runtime error asking me to debug. Now I cry, and sing the Blues ;^)

This is quite simply a joke. The option does not work no matter what I try. It's amazing to me that MS would remove this functionality from Excel in the first place. Let me guess, it was just too convenient and the bozos running the show felt there weren't already enough reasons for us to be annoyed with them. Put the freaking functionality back (PUBLISH FROM EXCEL TO A GD SP LIST!!!!). ....waiting for the next big thing...so I can dump MS in the trash...

This is not working for me either...and yes I saved as XLS and created a table, was careful with sharepoint urls, etc - just get the VB runtime error. For what it is worth I was using Excel 2010 RTM hitting WSS 3 / Sharepoint 2007. Someone really need to do this right as a reliable plug-in that actually guides the user. Years ago I wrote a sharepoint list browser and datasource for Visual Studio. It is not that hard as sharepoint exposes all the features needed, it is more that someone needs to do this in a more robust way. Obviously both Sharepoint and Excel have all the 'hooks' needed. I would guess this current plug-in was a part time 1-man effort from a Microsoft dev. Anyway..I am moving on, this was not a huge issue for me anyway.

Instructions for working with an existing SharePoint List: http://support.microsoft.com/kb/930006 I've now successfully tested this with an integrated VBA macro to update report metadata in SharePoint 2010 and Excel 2010. Please note: This method does not support adding rows to an existing list, only modifying an existing row in a SharePoint 2010 list. I am modifying report metadata, so I: Save a new report to the document library first, refresh the metadata list, and then update fields on the new row. I expect you could find a workaround to create a new row through another VBA process and then update that row through this.

Hi Dux, Thanks a ton! so glad to see this post.. its perfect! I have tried doing the same and its working fine. But now, only one thing bothers me. I'm unable to view this share-point list in datasheet view! How do I make this happen? Please help me. {using excel 2010 & Sharepoint 2010}

Thanks! Really cool!

Has anyone overcome the issue when trying to save the excel file after the following error appears: "the file format you are saving in does not support synchronizing or updating tables on the SharePoint site by using Excel?" (I am using Excel 2010)

We had this working perfectly with Office 2010 and SharePoint 2007, but now SharePoint has been upgraded to 2010 it's broken. I get a runtime error when I try to Publish and Sync and xls to SharePoint. In fact, a new list does appear in SharePoint despite the error, but all the data in the source file disappears. I'm so effing frustrated I could cry. I hate Microsoft.

hi as i have go through with these steps all thing working fine but one thing which is going to trouble me each time it ask me a different list to update the items in excel workbook. please suggest .

Hi Dux, it is very helpful. I have followed every of your step and it seemed fine until I clicked the synchronize, it gave me the error window like "An unexpected error occred. Changes of the data cannot be saved" Do you know the reason? I save the 2010 file into 2003/2007(.XLS) and clicked the the Add-in for Sync in that 2003/2007 file. I closed the file and re-opened it again and it still didnt work. Our company calls the sharepoint website as Project Server. I dont know the version of it, it should be new. Do you think it is because of the version (like you said server 2010) I also did a little research saying if the error meesage showing that List Does Not Exist, meaning you have to use Export(one-way synch) to publish it first then use the Publish and Sync button to publish it again. But they all gave the same error messages. Thank you so much for reading my message. Hope to hear from soon.

OK, so there are a few things missing. 1) You have to browse and install the Excel 2007 SP synch Add-in under the Excel 2010 Options > Add-Ins > Go... > Browse... menu system, which will add the Publish and Synch icon under the Design tab. 2) The Address field HAS to be the root site url; it already KNOWS it's a list (if you think of it in a directory-type format, it helps - it's putting it in the list folder so it doesn't need to be specified). 3) The Name field is the List name you are creating i.e. you CANNOT override/add to/export into a list you have already created within SP. 4) To synch with SP, as it has been pointed out, any data changed within the Excel spreadsheet needs to be synched manually by right clicking > Table > Synchronize with SharePoint; I have tried synching from Excel > SP with success but I haven't tried it the other way around yet. I hope these clarifications help and thanks, Dux, for solving this issue with such a clever workaround... why MS builds OUT functionality, I have no idea... I feel sure it has nothing to do with third parties developing software that they likely generate additional revenue from... that would just make NO sense, right?

Here is a workaround. Do a linked list in Access from SP. Then in Access you can create a view from the linked SP list. Now such Access view can be easily linked to the excell through the standard excell 2010 functionality (Data -> From Access).