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How To Extract Data From Sharepoint To Excel?

Data extraction from Sharepoint to an Excel spreadsheet can be a daunting task, but with the right approach, it can be done quickly and easily. In this guide, we will explain the steps you need to take to successfully extract data from Sharepoint and transfer it to an Excel spreadsheet. We’ll cover everything from setting up the data extraction to optimizing the process for maximum efficiency. If you’re ready to dive into the details, let’s get started.

How to Extract Data From Sharepoint to Excel?

How to Extract Data From Sharepoint to Excel?

SharePoint is a powerful cloud-based platform for businesses to manage their data, documents and projects. It can be used to store and share documents, collaborate on projects, and access business intelligence. But what if you need to extract data from SharePoint to Excel? This article will explain how to do just that.

What is SharePoint?

SharePoint is a web-based platform developed by Microsoft that enables businesses to store, share and collaborate on documents, data, and projects. It also provides access to business intelligence and analytics, enabling organizations to make better decisions. SharePoint is available in both an on-premises and cloud-based version.

How to Extract Data From SharePoint to Excel?

Extracting data from SharePoint to Excel can be done in several ways, depending on the type of data you’re looking for. Here are some of the methods you can use:

1. Export from SharePoint

The simplest way to export data from SharePoint to Excel is to use the built-in export feature. To do this, go to the list or library you want to export, and select the ellipsis (…) button. From the dropdown menu, select “Export to Excel”. This will generate a .xlsx file that you can open in Excel.

2. Use a Third-Party Tool

If you need a more robust solution for extracting data from SharePoint, there are several third-party tools available. These tools provide additional features and options for extracting data, such as filtering, sorting, and transforming. Many of these tools also allow you to schedule automated exports from SharePoint to Excel.

3. Use the SharePoint API

If you’re a more experienced user, you can use the SharePoint API to extract data from SharePoint to Excel. The SharePoint API provides a set of web services that allow you to access and manipulate data in SharePoint. The API can be used to create custom applications that can extract data from SharePoint and save it to an Excel file.

4. Use Microsoft Flow

Microsoft Flow is an automated workflow platform that can be used to automate processes, such as extracting data from SharePoint to Excel. With Flow, you can create custom workflows that can trigger an action when data is added or updated in SharePoint. You can use Flow to extract data from SharePoint and save it to an Excel file.

5. Use Microsoft Graph

Microsoft Graph is a powerful set of APIs that can be used to access data in Office 365, including data stored in SharePoint. With Graph, you can access data from SharePoint, and you can use the APIs to create custom applications that can extract data from SharePoint and save it to an Excel file.

6. Use PowerShell

PowerShell is a powerful scripting language that can be used to automate tasks, such as extracting data from SharePoint to Excel. PowerShell can be used to access data in SharePoint and to create custom scripts that can extract data from SharePoint and save it to an Excel file.

7. Use Zapier

Zapier is a cloud-based automation platform that can be used to automate processes, such as extracting data from SharePoint to Excel. With Zapier, you can create custom workflows that can trigger an action when data is added or updated in SharePoint. You can use Zapier to extract data from SharePoint and save it to an Excel file.

8. Use Google Sheets

Google Sheets is a cloud-based spreadsheet application that can be used to extract data from SharePoint to Excel. With Sheets, you can create custom formulas that can pull data from SharePoint and save it to an Excel file.

9. Use the Excel Add-In

The SharePoint Excel Add-In is a free add-in for Excel that allows you to access data stored in SharePoint. With the Add-In, you can access data in SharePoint and save it to an Excel file.

10. Use the SharePoint REST API

The SharePoint REST API is a powerful set of web services that can be used to access data in SharePoint. With the REST API, you can create custom applications that can extract data from SharePoint and save it to an Excel file.

Related Faq

What is SharePoint?

Answer: SharePoint is a web-based document management and collaboration platform developed by Microsoft. It is used by organizations to store, organize, share, and access information from any device. It is a secure platform that allows users to access and manage documents, websites, and other data. It also provides features such as search, workflow automation, and communication tools.

SharePoint can be used to host intranet portals, manage documents and files, and facilitate collaboration between teams. It is widely used in organizations to store and share documents, manage content, and collaborate on projects.

How to Extract Data From Sharepoint to Excel?

Answer: To extract data from SharePoint to Excel, you can use the Export to Excel feature. This feature is available in SharePoint Online and SharePoint Server. You can export data from a list or library to an Excel spreadsheet. To do this, open the list or library, click on the “Export to Excel” button, and select the items you want to export.

Alternatively, you can use the Business Connectivity Services (BCS) to export data from SharePoint to Excel. BCS provides a secure connection between SharePoint and external sources. You can use BCS to connect to an external data source, such as a database or web service, and export data from SharePoint to Excel. Once the connection is established, you can use the data in Excel to analyze and manipulate it.

What are the Benefits of Extracting Data From SharePoint to Excel?

Answer: Extracting data from SharePoint to Excel provides several benefits. First, it allows users to analyze and manipulate data more effectively. The user can easily create charts, graphs, and pivot tables to better visualize and understand the data. Second, it saves time and resources by eliminating the need to manually copy and paste data into Excel. Third, it enables users to quickly access and export data from multiple sources at once.

In addition, extracting data from SharePoint to Excel also provides a secure environment for data storage and manipulation. By using SharePoint and Excel together, users can ensure that the data is secure and that only authorized users can access it. This helps to ensure the integrity of the data and prevent unauthorized access.

What are the Limitations of Extracting Data From SharePoint to Excel?

Answer: Although extracting data from SharePoint to Excel is a powerful tool, it does have some limitations. First, the data being exported must be in a format that is compatible with Excel, such as a text file. Additionally, the data must be organized in a way that is compatible with Excel, such as having the same number of columns and rows.

Second, the data must be within a certain size limit. If the data exceeds the size limit, it may be difficult or impossible to export it. Third, the data must be in a format that is supported by SharePoint, such as a CSV file. Finally, the data must be in a format that can be imported into Excel, such as an XML file.

What are the Steps to Extract Data From SharePoint to Excel?

Answer: To extract data from SharePoint to Excel, you need to follow a few steps. First, open the list or library in SharePoint and select the items you want to export. Then, click on the “Export to Excel” button. This will create an Excel spreadsheet with the data from the list or library.

Next, open the Excel spreadsheet and select the data you want to export. Finally, click the “Export” button to save the data in the Excel file. Once the data is exported, it can be used for further analysis and manipulation in Excel.

What are the Different Ways to Extract Data From SharePoint to Excel?

Answer: There are several ways to extract data from SharePoint to Excel. The most common way is to use the “Export to Excel” feature, which is available in both SharePoint Online and SharePoint Server. This feature allows users to quickly and easily export data from a list or library to an Excel spreadsheet.

Another way to extract data from SharePoint to Excel is to use the Business Connectivity Services (BCS). BCS provides a secure connection between SharePoint and external data sources, such as a database or web service. Once the connection is established, you can use the data in Excel to analyze and manipulate it. Additionally, you can use third-party tools to extract data from SharePoint to Excel. These tools are often more powerful and can be used to automate the process of extracting data from SharePoint to Excel.

In conclusion, extracting data from SharePoint to Excel is a great way to organize and store your data. It is simple and straightforward, and you can use it to analyze your data and create reports. As long as you have access to SharePoint and Excel, extracting data from SharePoint to Excel is easy and convenient. With it, you can quickly and easily organize and analyze your data in a way that works best for you.