This solution involves the following user roles and products: All form data is exported into the Excel table and the PivotTable and PivotChart reports are refreshed. The Asset Tracker form is used to collect data from users.ĥ. A blank PivotTable and PivotChart summary report is created.Ĥ. The schema file is mapped to an Excel table and the table layout is customized.ģ. The Asset Tracker form template is created.Ģ. The following diagram is an overview of how you can gather, track, and report asset data in your department.ġ. Then, an Excel report is run to help decide how to allocate the equipment budget for next year. Imagine that each year, your organization inventories assets in each employee's office. In this article, we will use the InfoPath Asset Tracker sample form template to illustrate how you can make InfoPath, XML, and Excel work together. By explicitly mapping the InfoPath XML schema file (.xsd) in Excel, and then importing InfoPath form files (.xml) into Excel, you can customize the layout of your data and better leverage the features in Excel to help you manage and analyze your data more efficiently. Although the Infopath Export command is a simple, straightforward way to send form data to Excel, there's another approach you can take which gives you much more flexibility. You can exchange XML data between InfoPath and Excel. Step 4: Collect asset information from usersįinal thoughts: Consider using a SharePoint list or Access database Step 3: Create a PivotTable and PivotChart summary report Step 2: Map the schema file and customize the table layout in Excel Step 1: Customize the Asset Tracker form template Introduction to creating an Asset Tracker solution By using both of these programs and XML, you can easily create a simple but effective, no-code business solution for tracking assets in a company. Microsoft Office Excel 2007 enables users to calculate, chart, and analyze data. Microsoft Office InfoPath lets you create form templates for data entry and collection.
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