How do I embed SharePoint document properties in Excel 2007?
 

I am able to embed document properties into a Word 2007 file but don't see
the equivalent for Excel. Surely it must be possible to embed SharePoint
metadata into a cell so that user of a spreadsheet don't have to cut & paste?
Thanks.

Answer: How do I embed SharePoint document properties in Excel 2007?
 

Yes, it is possible to embed SharePoint metadata into an Excel 2007 file. Here are the steps:

1. Open the Excel file that you want to embed the SharePoint metadata into.
2. Click on the "Office" button in the top left corner of the screen.
3. Click on "Prepare" and then "Properties".
4. In the "Document Properties" drop-down menu, select "Advanced Properties".
5. Click on the "Custom" tab.
6. In the "Name" field, enter the name of the SharePoint metadata property that you want to embed.
7. In the "Value" field, enter the value of the SharePoint metadata property.
8. Click "Add" to add the property to the list.
9. Repeat steps 6-8 for each SharePoint metadata property that you want to embed.
10. Click "OK" to close the "Properties" window.
11. Save the Excel file.

Now, when you upload the Excel file to SharePoint, the SharePoint metadata properties will be embedded in the file and can be viewed by users without having to cut and paste.

Solution
 

Okay this post is a old but for those that haven't worked it out and want to do it here are solutions as I was searching for sometime and finally worked this out.

All of these require you to create a visual basic module and work with Excel 2007. I haven't tested this with any other version so don't know if it will work or not.

Document Properties:

Function DocumentProperty(Property As String)
Application.Volatile
On Error GoTo NoDocumentPropertyDefined
DocumentProperty = ActiveWorkbook.BuiltinDocumentProperties(Property)
Exit Function

NoDocumentPropertyDefined:
DocumentProperty = CVErr(xlErrValue)
End Function

Custom Properties:

Function DocumentPropertyCustom(Property As String)
Application.Volatile
On Error GoTo NoDocumentPropertyDefined
DocumentPropertyCustom = ActiveWorkbook.CustomDocumentProperties(Property)
Exit Function

NoDocumentPropertyDefined:
DocumentPropertyCustom = CVErr(xlErrValue)
End Function

Sharepoint Properties:

Function DocumentServerProperty(Property As String)
Application.Volatile
On Error GoTo NoDocumentPropertyDefined
DocumentServerProperty = ActiveWorkbook.ContentTypeProperties(Property)
Exit Function

NoDocumentPropertyDefined:
DocumentServerProperty = CVErr(xlErrValue)
End Function





Phil N wrote:

How do I embed SharePoint document properties in Excel 2007?
30-Jun-08

I am able to embed document properties into a Word 2007 file but don't see
the equivalent for Excel. Surely it must be possible to embed SharePoint
metadata into a cell so that user of a spreadsheet don't have to cut & paste?
Thanks.

Previous Posts In This Thread:

On Monday, 30 June 2008 5:36 PM
Phil N wrote:

How do I embed SharePoint document properties in Excel 2007?
I am able to embed document properties into a Word 2007 file but don't see
the equivalent for Excel. Surely it must be possible to embed SharePoint
metadata into a cell so that user of a spreadsheet don't have to cut & paste?
Thanks.

EggHeadCafe - Software Developer Portal of Choice
Finding Unmatched Records in Dataset Tables Using Linq
http://www.eggheadcafe.com/tutorials...d-records.aspx

Solution
 

Hi have a situation where updating list column in sharepoint need to update the excel custom properties, no clue where what needs to be done....... any help will be greatfull.

Thanks
Murali.P

On Thursday, November 5, 2009 9:12:09 AM UTC, TESBC wrote:
Okay this post is a old but for those that haven't worked it out and want to do it here are solutions as I was searching for sometime and finally worked this out.

All of these require you to create a visual basic module and work with Excel 2007. I haven't tested this with any other version so don't know if it will work or not.

Document Properties:

Function DocumentProperty(Property As String)
Application.Volatile
On Error GoTo NoDocumentPropertyDefined
DocumentProperty = ActiveWorkbook.BuiltinDocumentProperties(Property)
Exit Function

NoDocumentPropertyDefined:
DocumentProperty = CVErr(xlErrValue)
End Function

Custom Properties:

Function DocumentPropertyCustom(Property As String)
Application.Volatile
On Error GoTo NoDocumentPropertyDefined
DocumentPropertyCustom = ActiveWorkbook.CustomDocumentProperties(Property)
Exit Function

NoDocumentPropertyDefined:
DocumentPropertyCustom = CVErr(xlErrValue)
End Function

Sharepoint Properties:

Function DocumentServerProperty(Property As String)
Application.Volatile
On Error GoTo NoDocumentPropertyDefined
DocumentServerProperty = ActiveWorkbook.ContentTypeProperties(Property)
Exit Function

NoDocumentPropertyDefined:
DocumentServerProperty = CVErr(xlErrValue)
End Function





Phil N wrote:

How do I embed SharePoint document properties in Excel 2007?
30-Jun-08

I am able to embed document properties into a Word 2007 file but don't see
the equivalent for Excel. Surely it must be possible to embed SharePoint
metadata into a cell so that user of a spreadsheet don't have to cut & paste?
Thanks.

Previous Posts In This Thread:

On Monday, 30 June 2008 5:36 PM
Phil N wrote:

How do I embed SharePoint document properties in Excel 2007?
I am able to embed document properties into a Word 2007 file but don't see
the equivalent for Excel. Surely it must be possible to embed SharePoint
metadata into a cell so that user of a spreadsheet don't have to cut & paste?
Thanks.

EggHeadCafe - Software Developer Portal of Choice
Finding Unmatched Records in Dataset Tables Using Linq
http://www.eggheadcafe.com/tutorials...d-records.aspx

How do I embed SharePoint document properties in Excel 2007?
 

On Monday, June 30, 2008 10:36:00 PM UTC+1, Phil Ny wrote:
I am able to embed document properties into a Word 2007 file but don't see
the equivalent for Excel. Surely it must be possible to embed SharePoint
metadata into a cell so that user of a spreadsheet don't have to cut & paste?
Thanks.

Hi Phil,

I am using excel2010, need got the same requirement as on updating the library column values need to update in excel custom property.............. could you please let me know the steps needs to follow........

any code sample will great help here

Murali.P