Microsoft – Excel – SubTotals

Background

I have a situation where I need to summarize some data and I don’t really want to do so in a database.

 

SQL Server

In Database we have roll-up and Windowing Functions.

And, it is really likely the way I should go.

 

Excel

But, as the data is not in a database, I will really rather not bring it in.

I will just use Excel and send the Excel file to our business partner.

 

Data in Excel

Menu

Menu – Data

Menu – Data – Outline

 

SubTotal

Subtotal – Process – Category – Country

Click the Data menu option.

Select the range of data by clicking on the column header as well on last data row.

Click the Subtotal menu option…

Subtotal –  Operation

Image

Explanation

  1. At each change in : Country
  2. Use function :- Sum
  3. Add Subtotal to : Population
  4. Replace current options :- Checked
  5. Page break between groups :- Not Checked
  6. Summary below data :- Checked

 

Subtotal –  Results

Image

Explanation

  1. We have subtotals for our two countries, Canada & US
  2. And, we have a Grand Total

Subtotal – Process – Category – State

Subtotal –  Operation

Image

Explanation

  1. At each change in : State
  2. Use function :- Sum
  3. Add Subtotal to : Population
  4. Replace current options :- Not Checked
  5. Page break between groups :- Not Checked
  6. Summary below data :- Checked

 

Subtotal –  Results

Image

Explanation

  1. We have subtotals for State/Regions
  2. Cumulative subtotals for the countries
  3. And, we have a Grand Total

 Summary

To add secondary sub-totals please make sure to un-check “Replace current options” in the subtotal window.

 

Sharepoint – Export List – Error – “To export a list, you must have a Microsoft SharePoint Foundation-compatible application”

Background

Trying to export a SharePoint List, but getting the prompt and error pasted below.

Prompt

Do you want to open or save owssvr.iqy from sp..

Textual

Do you want to open or save owssvr.iqy from sp..

Image

Error

Error – SharePoint Foundation-Compatible Application

Textual

To export a list, you must have a Microsoft SharePoint Foundation-compatible application.

Image

 

TroubleShooting

Microsoft SharePoint Foundation Support

Is “Microsoft SharePoint Foundation Support” installed?

Accessed “Control Panel \ “Add or Remove Programs” \ “Microsoft Office Professional Plus 2010” \ Changed and made sure that “Microsoft SharePoint Foundation Support” is checked

 

Microsoft Office

Check MS Office Version #

MS Word

Using MS Word Help/About, check Version#

Image

Version Info:

Product :- Microsoft Office Professional Plus 2010
Version # :- 14.0.7184.5000 ( 32-bit)

Version Matrix

Image

Tabulate
Product Version Version# – Low Version# – High
Office 2010 – RTM 14.0.4763.1000 14.0.6029.1000
Office 2010 – SP1 14.0.6029.1000 14.0.7015.1000
Office 2010 – SP2 14.0.7015.1000

 

Explanation

Our current version # is 14.0.7184.5000.

And, SP2 is at minimum 14.0.7015.1000.

 

Microsoft Office – Repair

Image

Control Panel \ All Control Panel Items \ Programs and Features – Uninstall or Change

Microsoft Office Professional Plus 2010 – Change your Installation of Microsoft Office Professional Plus 2010

Microsoft Office Professional Plus 2010 – Configuration Progress

Repairing Microsoft Office Professional Plus 2010 ….

Microsoft Office Professional Plus 2010 – Configuration Complete

The configuration for Microsoft Office Professional Plus 2010 is complete.
To make your changes take effect, exit and restart and open Office Programs.

Microsoft Office Professional Plus 2010 – Configuration Complete

In order to complete setup, a system reboot is necessary.
Would you like to reboot now?

Validation

Post system reboot, launch Internet Explorer and revisited SharePoint List

Images

Microsoft Excel Security Notice

Microsoft Office Has identified a potential security concern

Textual

Microsoft Office Has identified a potential security concern.

Image

Excel

Exported List

Summary

To address the error “To export a list, you must have a Microsoft SharePoint Foundation-compatible application“, we were getting we simply repaired our microsoft Office 2010 installation.

In some cases one needs to apply the latest Service Pack, but we verified that we are already on the latest SP.

 

References

  1. Microsoft
    • Technet
      • Kim P – MSFT
        • To export a list, you must have a Microsoft SharePoint Foundation-compatible application
          Link
    • Support
      • Description of Office 2010 Service Pack 2
        Link