Access Integration

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Access Integration

Access Integration

Open a List with Access

In this walk-through you will learn how to open a SharePoint list in Access. Unlike exporting to Excel, we can both read and update list data from Access. This walk-through uses the Golf Clubs list created as part of an earlier walk-through.

  1. Open the Golf Clubs list in Microsoft Access.
    1. Open your browser if it is not already open and navigate to your root team site.
    2. Click the Golf Clubs link in the Quick Launch menu to navigate to the list.Quick Launch with Golf Clubs link circled
    3. Click the LIST tab to open the toolbar.List toolbar
    4. Click the Open with Access icon in the Connect & Export region on the LIST tab toolbar. List tab toolbar

      Depending on the width of your browser screen, you may or may not see the label text "Open with Access".

    5. Leave the default settings and click the OK button in the Open in Microsoft Access dialog window.Open in Microsoft Access dialog window
    6. In the Microsoft Access window that opens, double-click the Golf Clubs link in the Tables window to open it and view the data.Access with Golf Clubs table circled
    7. Modify the Driver's Fast Swing Yards to be "275". Click the Refresh All button in the Home tab on Access's toolbar.Access Home tab toolbar

      The ribbon message with the Save Changes warning icon and the Save to SharePoint Site button is deceiving. That button will save a new Access database file back to a library on your SharePoint site; it will not save your changes back to the original list.

    8. Go back to your browser window and refresh the Golf Clubs page. The Driver item in the browser window should now match what you changed it to in Access.Golf Clubs List
    9. Try editing the Driver Fast Swing Yards in the browser back to "350" and saving it. Go back to the Access window and click the Refresh All button in the Home tab and verify that Access now displays "350" for the Driver Fast Swing Yards.
    10. Close Access when you are done trying out the editing and synchronizing.