Viewing SharePoint Lists in Excel
There are a lot of different ways to create lists in SharePoint. In fact since SharePoint uses lists everywhere, most tasks involve either creating lists or adding new items to lists.
To view a list in Excel:
1. Display the list in the browser.
2. Click Actions®Export to Spreadsheet on the list toolbar as shown in Figure 1.
SharePoint creates an Excel query and displays the File Download dialog box.
3. Click Open to display the query results in Excel. Excel displays a security warning.
4. Click Enable to run the query. Excel creates a new workbook and inserts the list as shown in Figure 2.
Figure 1: Exporting a list to Excel
To view a list in Excel:
1. Display the list in the browser.
2. Click Actions®Export to Spreadsheet on the list toolbar as shown in Figure 1.
SharePoint creates an Excel query and displays the File Download dialog box.
3. Click Open to display the query results in Excel. Excel displays a security warning.
4. Click Enable to run the query. Excel creates a new workbook and inserts the list as shown in Figure 2.
Figure 1: Exporting a list to Excel
Figure 2: Viewing a list in Excel
Why view a list in Excel? SharePoint lets you sort and filter lists, but it won’t let you analyze data, chart, or print the way that Excel can. You can also use Excel to bring data together from a number of sources: SharePoint, databases, web pages, host systems, etc.
You can also use Excel to move data from a source into SharePoint.
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