Applying an Access Query to SharePoint Data

by | Updated August 15, 2016 | Project Management, SharePoint, User Tips and Tricks

Stoneridge Software uses Implementation Project SharePoint sites to organize information and drive our client’s implementations. One of the pages on the site holds a Requirements list. SharePoint provides a way to filter each column on the list. One of our project managers asked for a way to filter across multiple columns at the same time, looking for the occurrence of a word or phrase. This can be done by applying an access query to SharePoint data.

The tool we will use is the Open with Access button on the Requirements page:
Open with Access

 

After clicking the Open with Access button, we see:

Open in Microsoft Access

Click OK. Access will open in your bottom tray. Maximize Access to see:

Create New

 

Select Query Design

After clicking on Query Design,

Query Design

Double click the columns you want to see and/or filter by:

Query Tools

Now to the heart of the matter: we want to see if one or more of several columns contain our search text: we want to enter the search text once per run. The syntax we will use is: Like “*” & [Search text] & “*” in the Criteria and Or cells.

Query Tools

Here is the SQL this produced:

SELECT Requirements.ID, Requirements.Requirement, Requirements. Process, Requirements. Priority, Requirements. Status, Requirements.Detail
FROM Requirements
WHERE (((Requirements.Requirement) Like “*” & [Search text] & “*”)) OR (((Requirements.Process) Like “*” & [Search text] & “*”)) OR (((Requirements.Detail) Like “*” & [Search text] & “*”));

Fill in the parameter after you click Run:

Enter Parameter Value

Here are the results: 49 rows out of 388 in the Requirements table:

Requirements Column

When you are done with the query, you can close access and save the query:

Save the Query

Open Access to find the database and query when you need it again:

Access

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

october

07oct12:00 pm1:00 pmThe Three Paths to Business Central from Dynamics GP

08oct11:00 am12:00 pmConfab with Stoneridge - Livestream - The Vision and Strategy of Microsoft Business Systems

14oct10:00 am10:30 amThe Modern Manufacturer - Managing Complex Cost Modeling

14oct12:00 pm12:30 pmGenerating Custom Inspection or Process Forms

19octAll Day22Stoneridge Connect Fall 2020

22oct11:00 am12:00 pmConfab with Stoneridge - Livestream - Stoneridge Connect Recap

28oct10:00 am10:30 amThe Modern Manufacturer - Engineering Change Management: Introduction of NEW Functionality for Manufacturers Using Dynamics 365

november

11nov10:00 am10:30 amThe Modern Manufacturer - Tears and Trauma of MRP

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X