Link InfoPath form to Excel in SharePoint 2010

In this InfoPath demo video you will see an InfoPath form linked to Excel in SharePoint 2010 can send data to from InfoPath to Excel to update a chart or perform calculations.

In recipe 99 you will learn how to send data that is entered into an InfoPath form to an Excel workbook to perform calculations or display a chart.

Get more solutions from InfoPath 2010 Cookbook 2 which is available on CreateSpace (An Amazon company)
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InfoPath demo video transcript:

Here I'm in SharePoint 2010 and I've already published the InfoPath form template and the Excel workbook to SharePoint.

The InfoPath form that I am going to be demonstrating here is not the same form that is created in recipe 99, but it uses the exact same techniques to pass data from InfoPath to Excel.

The InfoPath form is a simple time sheet form in which you can enter time. So you can enter the time that you started work, the time that you went out to lunch, the time that you came back from lunch, and the time that you went home.

And then when you click on the Update button, you will see the total amount of hours for the day appear in this Hours column and the total amount of hours for the week calculated. So we're going to use this InfoPath form to pass the total amount of hours to an Excel spreadsheet.

I've already embedded both the InfoPath form and the Excel spreadsheet on a SharePoint wiki page. Here you can see the Excel spreadsheet on the right, and it is displaying a chart. Currently we've got zero hours worked and 40 hours missing.

As I start to enter time on the InfoPath form, and then click the Update button, you'll see the total amount of hours appear for the day in the Hours column, for the week, and then you'll see the chart get updated with the hours worked and the missing hours are then calculated.

You can enter time for Tuesday, and then click the Update button. And then you'll see the total amount of hours appear for the day, the total amount of hours for the week calculated, and the total amount of hours for the week updated in the chart.

 

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InfoPath 2010 Cookbook 2: 101 Codeless Recipes for SharePoint 2010