![]() ![]() ![]() (For help: )Īdd a new Column to the Document Library called “Quote Amount” and set the column type to Currency. In SharePoint, create a new Document Library. Here’s how to add the VBA script to accomplish this: I will include some links to other tutorials if you are unsure how to complete certain steps. ![]() If you are reading this tutorial, I assume that you are using SharePoint 2007 or SharePoint 2010 with Excel 2007 or Excel 2010 and have a basic understanding of working with both document libraries in SharePoint and with Excel spreadsheets. We can, however, accomplish this by using a very simple VBA (Visual Basic for Applications) script. You can view and edit the Document Properties from SharePoint in Excel, but there isn’t a straightforward method of setting those properties from values within your Worksheets. Out-of-the-box there isn’t a simple way to make this happen. For instance, you would like the Quote Date and Quote Amounts to populate in the SharePoint properties for the document. You would like values from your worksheet to populate SharePoint properties in the document library. You utilize SharePoint to manage and keep track of these documents. The Scenario: Let’s say you have a quote worksheet in Excel that you use to work up sales figures and such for your clients. ![]()
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