Perform exact and wildcard searches in an Excel table from within InfoPath

In this InfoPath demo video you will see how you can use an InfoPath form to search for a particular item in an Excel table in a workbook that is stored in a SharePoint document library.

In recipe 38, you'll learn how to use an InfoPath form to perform exact and wildcard searches in an Excel workbook that is stored in a SharePoint document library.

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InfoPath demo video transcript:

Here I'm in SharePoint 2010 where I've got this Foods Excel workbook that contains a list of food items. For example, we've got almonds which are 575 calories per 100 grams, carrots are 41 calories per 100 grams, and beets are 43 calories per 100 grams. The idea is that I would like to use an InfoPath form to search for any one of these food items by name and then return the amount of calories for the food item.

I've already published an InfoPath form template to this SharePoint form library. So if I click Add document to add a new form, and then enter an exact match (for instance Almonds), and then click Get Calories, you'll see that it'll return 575 calories. And if we go to the Excel workbook, you'll see that almonds are indeed 575 calories per 100 grams.

I can also perform a wildcard search. For instance, if I want to find carrots, I can type it in like this (*rrots*). And then you'll see that it'll return 41 calories and if we go back to the Excel workbook, you'll see that carrots are indeed 41 calories.

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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. The 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.

 
InfoPath 2010 Cookbook 5: Integrating InfoPath with Excel and Excel Services