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As I was putting together the Calculated Column module for the Excel and SharePoint live online workshop, I pinged Dessie Lunsford to see if he had any material I could use to show people how to generate formulas in Excel that could be transformed into a formula for a calculated column in SharePoint.

Here’s his response:

Take a look at the series “Customizing a Task List” (Parts 1-4):
http://www.endusersharepoint.com/?p=410
http://www.endusersharepoint.com/?p=446
http://www.endusersharepoint.com/?p=458
http://www.endusersharepoint.com/?p=591

And the series “Customizing a Contacts List” (Part II-I thru II-III):
http://www.endusersharepoint.com/?p=729
http://www.endusersharepoint.com/?p=742
http://www.endusersharepoint.com/?p=758

Also, the “Text and Data (Part III)” article uses Excel to model out the formula first, then convert it to SharePoint:
http://www.endusersharepoint.com/?p=834

As far as limitations and restrictions, the main limit is the differences in formulas between Excel and SharePoint. Since not all functions in Excel are available, you sometimes have to take a different approach to achieve the same result in SharePoint (example: there isn’t a “REPLACE” function in SharePoint, so you have to parse the data multiple times using “FIND” and “SEARCH” in order to replace each occurrence of the wanted values – this can be modeled in Excel first in order to find out what all will be needed to perform the logic).

Each of the articles linked above use Excel to first model out the formula, then provide an example of what pieces need to modified in order to make them compatible with SharePoint.

Dessie

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