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.
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Open the Microsoft Excel workbook you want to link with SharePoint. Minimise the application after you open it.
Open the Microsoft SharePoint application on your computer and then click on the “Documents and Lists” option from the top toolbar menu.
Select the document or list you want to link with the Excel spreadsheet from the Documents and Lists page.
Click on the “Export to spreadsheet” option below the “Actions” heading. The File Download dialogue box then appears on the screen.
Click on the “Open” button and the Opening Query dialogue box appears. Click on the “Open” button again.
Click on the “Existing worksheet” option and then allow time for the exporting process to complete.
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.
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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