How to Link to a Field in Excel Spreadsheet Stored in SharePoint

Written by greg lindberg
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How to Link to a Field in Excel Spreadsheet Stored in SharePoint
(Siri Stafford/Digital Vision/Getty Images)

If you have data, such as a list of information, stored in your Microsoft SharePoint database managing application, then you can link the data to a Microsoft Excel spreadsheet. To link the data between the two applications, you must export a list or document from SharePoint, which then creates and inserts a link to go back and forth to the Excel spreadsheet and SharePoint data. You can also synchronise the data so that any changes you make affect both applications.

Skill level:
Easy

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Instructions

  1. 1

    Open the Microsoft Excel workbook you want to link with SharePoint. Minimise the application after you open it.

  2. 2

    Open the Microsoft SharePoint application on your computer and then click on the “Documents and Lists” option from the top toolbar menu.

  3. 3

    Select the document or list you want to link with the Excel spreadsheet from the Documents and Lists page.

  4. 4

    Click on the “Export to spreadsheet” option below the “Actions” heading. The File Download dialogue box then appears on the screen.

  5. 5

    Click on the “Open” button and the Opening Query dialogue box appears. Click on the “Open” button again.

  6. 6

    Click on the “Existing worksheet” option and then allow time for the exporting process to complete.

  7. 7

    Go to the Excel document that is open and a link is available in the top field for your SharePoint data. Click on the “Data” option from the top toolbar menu in Excel.

  8. 8

    Click on the “List” option and then click on the “Synchronize List” option. Now any changes you make in Excel will also affect the data stored in SharePoint.

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