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Feb
10
Screencast: Create a Descriptive Popup in SharePoint using Word 2007
Have you ever wished you could present information in SharePoint using a popup that provided a sentence or two of color commentary? Using Word 2007 and a content editor web part you can easily produce the desired effect. After using the comments capability in Word 2007 and saving the document as an HTML page, the comments present themselves as a small popup window upon mouse-over.
This will allow you to:
- Add more information around numbers that you are presenting in your SharePoint site.
- Describe the conditions as they apply to a specific goal or milestone in a project.
- Provide a sentence or two regarding the future plans for a particular product or initiative.
The uses are endless! Let your imagination run wild! Watch the screencast to see how easy it is.
Author: Lee Reed
ThoughtBridge, Atlanta, GA
Lee Reed is an expert in collaboration and user adoption on the Microsoft SharePoint 2007 platform. His consulting with companies large and small throughout the East Coast has resulted in many successful collaboration environments and increased user adoption.
Lee is currently the Director of Business Process and SharePoint Education for Thoughtbridge, a Microsoft Gold Partner focused exclusively on the Microsoft SharePoint 2007 platform.
Articles in this series
- Screencast: Create a Descriptive Popup in SharePoint using Word 2007
Can this info be provided in ANY way other than a screencast? I have no access to the screencast and would LOVE to know how this is done.
Lynda – I’ll let Lee speak for himself, but we are doing the screencasts for efficiency. It would take tons of screenshots and text to do what we can show in a three minute screencast.
Any chance you could view this one at home? — Mark
Lynda,
I’ve e-mailed you directly so please check your in-box.
Regards, Lee
Lee, you’re making me look bad. That should have been MY response. Lynda, ignore my comment, please.
Lee, five star tip and great presentation. The screencast builds nicely on your previous post. I’m wondering what other cunning trickery you have stashed up the arm of your sleevless vest! Looking forwards to the next installment. There is huge usage of excel out there – it would be great to explore what could be done with some of that.
In the past, I’ve been in a similar position to Lynda where I couldn’t pick up a screencast at work and had to wait until I got home. That said, I’m a big fan of screencasts. They are an efficient and easy way to pick up tips in the shortest possible time.
I believe you may have added worthwhile hours to my life with this one. A viewing investment of 4 mins 10 seconds has resulted in hours of my future life being saved from fiddling around trying to acheive something similar but with far less impressive results. Thank You!
Thank you for very kind comments, Mick. Watch for my next article, coming out next week, “Jazz Up SharePoint Announcements with Windows Live Writer 2009″. I’ll dive into Excel after I finish up with three other things I’m working on. Stay Tuned!
This is reallly nice. Is there a way to have a picture appear in the cell (not the pop-up)? It gives me the red x!
Aloha Heidi,
There IS a way to have a picture appear on the page with a pop-up. As I started to write the steps in response to your question I thought it might make more sense to build a screencast to address your question.
I’ll work on that this week and will get it posted prior to Friday.
Do you have a specific situation that you would like for me to use as the use-case for the screencast? What goal are you hoping to accomplish?
Lee
Lee, thanks so much for your reply. What I started doing was to make a small table that is quite like an org chart. I tried putting the managers’ pictures in (postage stamp sized photos)the table, but the web part doesn’t read it. It wouls be nice also for futre use to have pictures in the comments area. Everything works until it goes into the web part.
Thanks once again. This is such a great tool. Heidi
Heidi,
I imagine the issue that you are having is that the images that you are using are not stored in a SharePoint image library. The document you are creating needs to reference the images that are stored somewhere and it can’t find them because they are not stored in a shared area of the site. You will need to upload the images using the steps below in order for your document to work.
I would recommend that you do the following:
1. Upload the images you wish to use into a SP image library.
2. Create your Word document by inserting pictures from the image library into the document from the SharePoint storage location.
3. Save the document as an HTML doc and paste it into a Content Editor Web Part.
I would also state that using this method for an organizational chart might become unwieldy fairly quickly. You might consider using a webpart by a third party that is made specifically for presenting organizational charts. Something like this one (http://www.aasoftech.com/images/AAOrgChartWebPart_Large.JPG). I have never used this webpart before so I am not endorsing it specifically. Just check the internet for organizational web parts for SharePoint and you will find something that will be easier to manage long term.
Lee
Thanks Lee, everything worked out OK. Actually, the table isn’t really an ORG Chart. It’s more of a contact info table for 5 people. It looks great!