Excel: Cell Value as Excel Document Metadata Property

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Here is a detailed explanation about how I got around this:

In Excel:

  1. Select a cell to be the exported metadata property
  2. Change the cell’s Name Box (found to the left of the formula bar) to a name you can reference later (this value does not have to match any column in the SharePoint library)
  3. Go to File > Info > Properties > Advanced Properties > Custom
  4. Check the box Link to content and the cell that you named should appear as the Source
  5. Fill in the Name box to a value that will match a column name in a SharePoint library where the excel file will be published

In SharePoint:

  1. Create a column in a document library that will match the property name created in the Custom tab (make sure to specify if the imported cell value will be text/number/etc.)
  2. Upload document (the actual document needs to be closed)
  3. There should be an extra column containing the cell value
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mjlefevre
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mjlefevre

Updated on September 17, 2022

Comments

  • mjlefevre
    mjlefevre over 1 year

    I know you can add custom Document Properties in Excel 2007.
    see: http://office.microsoft.com/en-us/excel/HA100475241033.aspx#5

    But I thought there was a way to pull a value from a cell as a custom metadata property without code. Maybe I'm searching for it with the wrong terminology. Maybe it has to be done as a Named Range. I know this can be done. Anyone know how?

  • Fowl
    Fowl over 6 years
    if the user enters a value in the document information panel and the cell, which wins?