Outlook 07 - Tasks - Inserting Excel 07 Spread Sheet in a Task

[Guest]

Hello People,

I am sure there are several ways to accomplish what I want, but so far I
have not had any success.

Simply Put I would like a Simple Excel Spreadsheet Inserted into a Task. I
keep my DVD Library list in Excel - And use it to keep track of a 400 Disc
DVD Changer. So I like to be able to sort the list by different criteria. I
also want to be able to access it from any of the computers in my house.

So by inserting the Worksheet into a Task and using my MS Exchange account,
I get easy access to the task.

However, I cannot get the excel spreadsheet inserted into the task, so that
if I make changes, the changes are saved in the original spreadsheet.

**** On a separate note when trying to Insert an Excel Item Outlook tells me
that Excel is not installed on my System... While Excel is open or closed.

1) Cutting and pasting the excel worksheet.
The worksheet appears as it should. However, I cannot Open or Edit
the worksheet, as this is when it says Excel is not installed

2) Insert an Object - Choose the Excel Worksheet -- Only inserts a small
portion of the worksheet. Which cannot be edited or modified.

3) Insert an Object - Choose a New Excel Worksheet - Starts a new worksheet
- everything looks great. I copy paste the data from my excel file, and
things still look good. As soon I save the task -- Only about 15 lines out of
300 appear. And again I cannot Edit / Open


Am I missing the boat here. This would seem to be something simple


Vista Business
Office Business 2007

Exchange Server 2003

Thanks

Dave

 

[Diane Poremsky [MVP]]

use a link to it instead? If you can't store it on a network file share,
store the excel workbook in a PF or sharepoint so all computers have access
to it.

For security reasons, objects in tasks don't work well.

 

[Guest]

Link ---

I have a multi-room entertainment system. It's much easier to view a task
with spread sheet in it. Than to open Excel.

With multiple clients Outlook / Exchange keeping multiple copies open seems
to work the best.

So a link wouldn't be efficient/convenient enough for the way I want to use
it.

The excel worksheet is stored on a network share. But I am trying to make
accessing it simpler, rather than having to open more apps, and windows.


Any other ideas ?

Dave

 

[Diane Poremsky [MVP]]

I can't see how opening it in a task form would be less effort - even if it
worked for you, excel would be running in the background.

I have a link to a spreadsheet stored in a document library on a sharepoint
services site and it opens in a double click, ready for editing. Since I
rarely have the workbook open from two machines at once, I don't have to
worry about overwriting changes and I can easily open it from any computer
anywhere (the wss is accessible from the internet) without opening outlook
or owa first (as long as excel is installed).

If you store it in a PF and use Ol2007, you can preview the file in the
reading pane. you'll still need to open it in excel to edit (including
changing sort orders) though.

If you really want to get cool, you could import it to a WSS list and work
with the data in the web page. I don't do this because my wss is for testing
and may get hosed and I don't want to lose my data.