How To Link Excel To Sharepoint List?

If you’re looking for a way to conveniently store and organize your data in one place, linking an Excel spreadsheet to a Sharepoint List is a great option. In this guide, we’ll walk you through the steps of how to link an Excel spreadsheet to a Sharepoint List, so you can access, edit and manage your data quickly and easily.

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How to Link Excel to Sharepoint List?

Linking Excel to a SharePoint list is a great way to manage and analyze data that is stored in SharePoint. This method allows for a more efficient way to view and manipulate data in Excel, as well as providing a way to keep the data up-to-date. In this article, we will discuss how to link Excel to a SharePoint list.

Step 1: Sign in to the Office 365 portal

The first step in linking Excel to a SharePoint list is to sign in to the Office 365 portal. To do this, you will need to have a valid Office 365 account. Once you have signed in, you can access the SharePoint Online Admin Center. This will allow you to manage your SharePoint Online sites and lists.

Step 2: Access the SharePoint List

Once you have signed in to the Office 365 portal, you can then access the SharePoint list that you want to link to Excel. To do this, you will need to navigate to the SharePoint site that contains the list. Once you are there, you can click on the list to open it.

Step 3: Link the List to Excel

Once you have opened the SharePoint list, you can then link the list to Excel. To do this, you will need to click the “Link to Excel” button on the ribbon. This will open a new window that will allow you to link the list to Excel.

Step 4: Select the Data to Link

Once you have opened the window, you will then need to select the data that you want to link to Excel. This can be done by selecting the columns and rows that you want to include in the link. You can also choose to include all the data in the list or just the data that you need.

Step 5: Set Refresh Options

Once you have selected the data that you want to link to Excel, you can then set the refresh options. This will allow you to control how often the linked data is refreshed in Excel. You can choose to have the data refresh automatically or have it refresh manually.

Step 6: Link the List to Excel

Once you have set the refresh options, you can then link the list to Excel. To do this, you will need to click the “Link” button in the window. This will create a link between the SharePoint list and Excel.

Step 7: Access the Linked List in Excel

Once the link has been created, you can then access the linked list in Excel. To do this, you will need to open the Excel workbook that contains the linked list. Once the workbook is open, you can then view and manipulate the linked list in Excel.

Step 8: Refresh the Linked List in Excel

Once you have accessed the linked list in Excel, you can then refresh the linked list. To do this, you will need to click the “Refresh” button in the ribbon. This will update the linked list with any changes that have been made in the SharePoint list.

Step 9: Set Permissions for the Linked List

Once you have refreshed the linked list in Excel, you can then set the permissions for the linked list. To do this, you will need to click the “Permissions” button in the ribbon. This will open a window that will allow you to set the permissions for the linked list.

Step 10: Save the Linked List

Once you have set the permissions for the linked list, you can then save the linked list. To do this, you will need to click the “Save” button in the ribbon. This will save the linked list in the Excel workbook.

Related Faq

What is SharePoint?

SharePoint is a web-based collaborative platform developed by Microsoft. It is primarily used for document management and storage, but also provides a platform for web-based application development and a comprehensive range of tools for collaboration. SharePoint provides a central location for users to store and share documents, as well as access shared applications, websites and other resources.

SharePoint also offers a wide range of features, such as document versioning, content management, workflow automation, search and discovery, advanced security, and mobile access. It is highly customizable and can be used to create both intranet and extranet sites.

How to Link Excel to Sharepoint List?

Link Excel to Sharepoint List is a feature that allows users to view, update, and analyze data in an Excel spreadsheet that is stored in a SharePoint list. This can be a great way to simplify data analysis and make collaboration easier. To link an Excel spreadsheet to a SharePoint list, open the spreadsheet in Excel and select the “Data” tab. Then, select “From Other Sources” and select the “From SharePoint List” option.

Once you have selected the “From SharePoint List” option, you will be prompted to enter the URL for the SharePoint site. After entering the URL, you will be presented with a list of available SharePoint lists. Select the list that you would like to link to the Excel spreadsheet, and click “OK”. The selected list will then be linked to the Excel spreadsheet and you can now view and analyze the data. You can also make changes to the data in the spreadsheet and they will be automatically updated in the SharePoint list.

What are the Benefits of Linking Excel to Sharepoint List?

Linking Excel to a Sharepoint List provides many benefits. First, it allows users to quickly and easily analyze data stored in a SharePoint list. This is especially useful for tracking trends and making decisions, as the data is readily available for analysis. Additionally, users can easily update the data in the list from within the Excel spreadsheet. This saves time and ensures accuracy, as the data is always up-to-date.

Furthermore, linking Excel to SharePoint List simplifies collaboration. Multiple users can access the data and make changes, which are automatically updated in the SharePoint list. This can help teams stay organized and work together more effectively. Finally, SharePoint provides a secure and centralized platform to store and share data, which is essential for protecting sensitive information.

What are the Steps to Link Excel to Sharepoint List?

The steps to link an Excel spreadsheet to a SharePoint list are relatively straightforward. First, open the Excel spreadsheet and select the “Data” tab. Then, select “From Other Sources” and select the “From SharePoint List” option. You will then be prompted to enter the URL for the SharePoint site. After entering the URL, you will be presented with a list of available SharePoint lists. Select the list that you would like to link to the Excel spreadsheet, and click “OK”. The selected list will then be linked to the Excel spreadsheet and you can now view and analyze the data.

Once the Excel spreadsheet is linked to the SharePoint list, users can make changes to the data in the spreadsheet and they will be automatically updated in the SharePoint list. Additionally, multiple users can access the data and make changes, which are automatically updated in the SharePoint list. This simplifies collaboration and helps teams stay organized and work together more effectively.

What is the Difference between Linking Excel to Sharepoint List and Exporting Excel to Sharepoint List?

The main difference between linking Excel to a SharePoint list and exporting Excel to a SharePoint list is that when you link Excel to a SharePoint list, the data is stored in the SharePoint list and is updated automatically when changes are made to the Excel spreadsheet. This makes it easy to keep the data up-to-date and ensures that multiple users have access to the same data. When you export Excel to a SharePoint list, the data is not stored in the SharePoint list, but is instead stored on the user’s computer. This makes it more difficult to share data, as it requires users to manually transfer the data between computers.

Furthermore, when you link Excel to a SharePoint list, you can make changes to the data in the Excel spreadsheet and those changes will be automatically updated in the SharePoint list. When you export Excel to a SharePoint list, any changes made to the Excel spreadsheet will not be reflected in the SharePoint list. This can be a problem if multiple users are accessing the same data, as changes made in one spreadsheet will not be reflected in the other.

What are the Limitations of Linking Excel to Sharepoint List?

Linking Excel to a SharePoint list can provide many benefits, but there are also some limitations to consider. First, linking Excel to a SharePoint list requires the user to have access to the SharePoint site. If the user does not have access to the site, they will not be able to link the spreadsheet to the SharePoint list. Additionally, linking Excel to a SharePoint list can be a slow process, depending on the size of the list and the amount of data.

Furthermore, when you link Excel to a SharePoint list, you cannot use pivot tables or charts. This can make it difficult to analyze the data. Finally, linking Excel to a SharePoint list is not supported on all versions of SharePoint, so it is important to check the version of SharePoint before attempting to link the spreadsheet to a list.

how to link excel with sharepoint

Linking Excel to SharePoint List is a great way to manage and update data on a regular basis. It helps to keep all your data in one place and easily accessible. By following the simple steps outlined in this guide, you can easily connect your Excel workbooks to your SharePoint list and ensure that your data is always up-to-date. With this knowledge, you can now take full advantage of the power of SharePoint and Excel to keep your data organized and accurate.