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Sharepoint Services and Access

By D. C. Conlin

 

Working with Sharepoint Services can make collaborating with distant colleagues easy.

You've set up Sharepoint Services on your network, and now you and your colleagues can collaborate together on projects at the same time, even though they're halfway across the country.  You've exported your Access database tables to Sharepoint only to find out the OLE columns didn't export and the decimal places in numbers are truncated. How did this happen? Sharepoint Services tables aren't exactly the same as Jet or ACE tables in Access, so some conversion needs to take place. Take a look at the following tables to see what the converted data types and property settings will be when you export into, import from, or link to tables in Sharepoint Services.

How Access data types are converted when exporting a table to SharePoint.

The following table lists how Access (Jet or ACE) data types are converted when exported into a SharePoint table.

 

Access Data Type

SharePoint Data Type

Default Field Property Settings

Comments

Text

Single line of text

Column Name - Same as the Field Name setting in Access.
Description - Same as the Description setting in Access.
Required - Same as the Required setting in Access.
Maximum number of characters - Same as the Field Size setting in Access.
Default Value - Same as the Default Value setting in Access, if it is not an expression. Otherwise, it's blank.
Add to Default View - Yes

.

Memo

Multiple lines of text

Column Name - Same as the Field Name setting in Access.
Description - Same as the Description setting in Access.
Required - Same as the Required setting in Access.
Number of Lines to Display - 5
Add to Default View - Yes

The text will be truncated if the number of characters exceeds 232.

Number

Number

Column Name - Same as the Field Name setting in Access.
Description - Same as the Description setting in Access.
Required - Same as the Required setting in Access.
Min - Blank
Max - Blank

The following list shows how the Number of decimal places property is set according to the Decimal Places setting in Access.

Access Setting

SharePoint Setting

Auto

Automatic

0-5

0-5

6-15

5


Default Value - Same as the Default Value setting in Access if it is not an expression.  It's blank otherwise.
Add to Default View - Yes
Show as percentage - Yes, if the Format property is set to Percentage.

Sharepoint Services uses a maximum setting of five decimal places.

Date/Time

Date/Time

Column Name - Same as the Field Name setting in Access.
Description - Same as the Description setting in Access.
Required - Same as the Required setting in Access.
Date and time format - Set to "Date Only" if the Format Property is set to Short Date. Otherwise, it's set to Date & Time.
Calendar Type - Hijri if the Use Hijri option is checked. Otherwise, it's set to Gregorian.


The following list shows how the Default Value property is set according to the Default Value setting in Access.

Access Setting

SharePoint Setting

=Date()

Today's Date

Field set to a specific date

Field set to a specific date


Add to Default View - Yes

.

Currency

Currency

Column Name - Same as the Field Name setting in Access
Description - Same as the Description setting in Access
Required - Same as the Required setting in Access
Min - Blank
Max - Blank

The following list illustrates how the Number of decimal places property is set according to the Decimal Places setting in Access.

Access Setting

SharePoint Setting

Auto

Automatic

0-5

0-5

6-15

5


Default Value - Same as the Default Value setting in Access if it is not an expression.  It's blank otherwise.
Add to Default View - Yes
Currency Type - Same as the Format setting in Access.

.

AutoNumber

Number

Column Name - Same as the Field Name setting in Access.
Description - Same as the Description setting in Access.
Required - Same as the Required setting in Access.
Min - Blank
Max - Blank
Number of decimal places - Automatic
Add to Default View - Yes

.

AutoNumber where the Field Size property is set to Replication ID

Single line of text

Column Name - Same as the Field Name setting in Access.
Description - Same as the Description setting in Access.
Required - Same as the Required setting in Access.
Maximum number of characters - 38
Default Value - Blank
Add to Default View - Yes

.

Yes/No

Yes/No

Column Name - Same as the Field Name setting in Access.
Description - Same as the Description setting in Access.
Default Value - Same as the Default Value setting in Access if it is not an expression. It's blank otherwise.
Add to Default View - Yes

.

OLE Object

N/A

.

The column is not exported to Sharepoint.

Hyperlink

Hyperlink

Column Name - Same as the Field Name setting in Access.
Description - Same as the Description setting in Access.
Required - Same as the Required setting in Access.
Format URL as - Hyperlink
Add to Default View - Yes

.

 

How Access converts data types when linking to or importing the contents of a SharePoint table.

Each Windows SharePoint Services data type is converted to a specific Jet or ACE data type when linked to or imported into Microsoft Office Access 2003 or 2007.  The data types convert as follows:

SharePoint Data Type

Access Data Type

Default Field Property Settings

Comments

ID

AutoNumber

Field Size - Integer
New Values - Increment
Indexed - Yes (No Duplicates)

.

Modified, Created

Date/Time (Read-only)

.

.

Modified by, Created by

.

.

.

Single line of text

Text

Field Size - 255
Default Value - Same as the Default Value setting in SharePoint.

The Validation Rule property will reflect the values set for the Min and Max properties in SharePoint.

Multiple Lines of Text

Memo

Required - Same as Required setting in SharePoint.

Access can display up to 64 KB of data in a Text Box. The displayed results are truncated if the column contains more that 64 KB of text. The Number of lines to display property is ignored.

Number

Number

Field Size - Double
Decimal Places - Same as the number of decimal places setting in SharePoint.
Default Value - Same as the Default Value setting in SharePoint.
Required - Same as Required setting in SharePoint.

The following list shows how the Format property is set according to the Default Value setting in SharePoint.

SharePoint Setting

Access Setting

Show as percentage

Percentage

Decimal Places (when set to a number)

0

Decimal Places (when set to Automatic)

blank

The Validation Rule property will reflect the values set for the Min and Max properties in SharePoint.

Currency

Currency

Default Value - Same as Default Value setting in SharePoint
Decimal Places - Same as the number of decimal places setting in SharePoint
Format - Same as the Currency format setting in SharePoint
Required - Same as Required setting in SharePoint.

The Validation Rule property will reflect the values set for the Min and Max properties in SharePoint.

Date/Time

Date/Time

Required - Same as the Required setting in SharePoint.

The Format property is set to Short Date if the Date and Time Format is set to Date Only in SharePoint.  Otherwise, the Format property is blank.

The following list shows how the Default Value property is set according to the Default Value setting in SharePoint.

SharePoint Setting

Access Setting

(None)

blank

Today's Date

=Date()

Static date

Same as Default Value setting in SharePoint

Computed value

blank

.

Lookup

Number

Field Size - Long Integer
Display Control - Combo Box
Required - No
Row Source Type - Table/Query Row Source=SELECT ID, <Lookup Field> FROM <Lookup Table> Order By <Lookup Field>;
Bound Column - 1
Column Count - 2
Column Heads - No
Column Widths - 0
List Rows - 8
List Width - Auto
Limit To List=Yes

.

Choice (single)

Text

Field Size - 255
Default Value - Same as Default Value setting in SharePoint
Display Control - Combo Box
Row Source Type - Item List
Row Source="<choice 1>";"<choice 2>";..."<choice N>"

.

Choice (multiple)

Memo (Read-only in a linked table)

Display Control - Text Box
Default Value - Same as Default Value setting in SharePoint
Required - Same as Required setting in SharePoint

The Choices, Display choices using, and Allow Fill-in choices settings are ignored.

Grid Choice

Memo (Read-only in a linked table)

Display Control - Text Box
Required - Same as Required setting in SharePoint.

The Choices, Start number, and End Number settings are ignored.

Yes/No

Yes/No

Display Control - Check Box
Default Value - Same as Default Value setting in SharePoint.

.

Hyperlink

Hyperlink

Required - Same as Required setting in SharePoint.

The "Format URL as" setting is ignored.

Attachment/Picture

Hyperlink (Read-only)

Display Control - Text Box
Required - Same as Required setting in SharePoint.

.

Computed

Data type varies.  The field is read-only.

.

Data type can be one of the following:
Text
Number
Currency
Date/Time
Yes/No
.

Rich Text

Memo

Display Control - Text Box
Required - Same as Required setting in SharePoint.

Access can display up to 64 KB of data in a Text Box. The displayed results are truncated if the fields contains more that 64 KB of text. The Number of lines to display property is ignored.

 

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