InfoPath Demo: 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.

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.

Related InfoPath Demo Videos:

• Convert InfoPath form to Word via SharePoint
• InfoPath SharePoint Search form
• Create InfoPath form through SharePoint Designer 2010 workflow
• Calculate business days between two dates excluding holidays using Excel Services
• Add event to SharePoint calendar through InfoPath 2010
• Connect SharePoint form library form to SharePoint list form through SharePoint web part connections
• Extract emails from people picker in InfoPath 2010
• Display Access 2010 data in an InfoPath 2010 browser form

Copyright: This article may not be used on web sites (whether personal or otherwise), copied, disseminated, altered, printed, published, broadcasted, or reproduced in any way without an expressed written consent of S.Y.M. Wong-A-Ton. Usage of techniques demonstrated in this article may be used within any Microsoft InfoPath project. This article is provided without any warranties. Copyright for this article is non-transferrable and remains with the author, S.Y.M. Wong-A-Ton.