How To Save An Excel File To Sharepoint?

Saving an Excel file to SharePoint can be an intimidating task, especially for those who are new to the concept. But don’t worry! In this article, we’ll explain how to save your Excel file to SharePoint in a few easy steps. We’ll walk you through the process of setting up a SharePoint account and uploading your Excel file, so that you can quickly and securely share it with others. We’ll also discuss some of the benefits of using SharePoint to store and share your Excel files. So, if you’re ready to start saving your Excel files to SharePoint, let’s get started!

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Save Files from Excel to SharePoint

With SharePoint, you can easily store, share and manage your Excel documents. This article will explain how to save your Excel files to SharePoint. It will cover the different types of files you can save and how to do it.

Create a File in SharePoint

Before you can save your Excel file to SharePoint, you’ll need to create a file in SharePoint. To do this, open the SharePoint site you want to save your Excel file to. Select the ‘Files’ tab, and select ‘New’. You’ll be presented with several options for creating a new file. Choose the option for an Excel file.

You’ll then be asked to provide a name for the file. Once you’ve done that, you can click ‘Create’ to create the file.

Save Your Excel File to SharePoint

Once you’ve created the file, you can save your Excel file to SharePoint. To do this, open your Excel file. Go to the ‘File’ tab, and select ‘Save As.’ You’ll then be presented with several options for saving the file. Select ‘SharePoint’ from the list.

You’ll then be asked to enter the SharePoint URL that you want to save the file to. Enter the URL, and then click ‘Save.’ The file will then be saved to the SharePoint URL you provided.

Share the File with Others

Once you’ve saved your Excel file to SharePoint, you can share the file with others. To do this, open the SharePoint site where you saved the file. Select the file, and then click the ‘Share’ button. You’ll then be asked to enter the names of the people you want to share the file with.

Enter the names, and then click ‘Share’ to share the file. The people you shared the file with will now be able to view and edit the file.

View the File in SharePoint

You can also view your Excel file in SharePoint. To do this, open the SharePoint site where you saved the file. Select the file, and then click the ‘Open’ button. You’ll then be able to view the file in SharePoint.

Edit the File in SharePoint

You can also edit your Excel file in SharePoint. To do this, open the SharePoint site where you saved the file. Select the file, and then click the ‘Edit’ button. You’ll then be able to edit the file in SharePoint.

Download the File from SharePoint

You can also download your Excel file from SharePoint. To do this, open the SharePoint site where you saved the file. Select the file, and then click the ‘Download’ button. You’ll then be able to download the file to your computer.

Delete the File from SharePoint

You can also delete your Excel file from SharePoint. To do this, open the SharePoint site where you saved the file. Select the file, and then click the ‘Delete’ button. You’ll then be asked to confirm that you want to delete the file. Once you’ve confirmed, the file will be deleted from SharePoint.

Send a Link to the File

You can also send a link to your Excel file to others. To do this, open the SharePoint site where you saved the file. Select the file, and then click the ‘Send a Link’ button. You’ll then be able to enter the email addresses of the people you want to send the link to.

Once you’ve entered the email addresses, click ‘Send’ to send the link. The people you sent the link to will then be able to view and edit the file without needing to download the file.

Check the File’s Version History

You can also check the version history of your Excel file. To do this, open the SharePoint site where you saved the file. Select the file, and then click the ‘Version History’ button. You’ll then be able to view the version history of the file.

The version history will show you the changes that have been made to the file. It will also show you who made the changes, when the changes were made, and what changes were made.

Check the File’s Permissions

You can also check the permissions of your Excel file. To do this, open the SharePoint site where you saved the file. Select the file, and then click the ‘Permissions’ button. You’ll then be able to view the permissions of the file.

The permissions will show you who has access to the file and what type of access they have. It will also show you who can edit the file, who can view the file, and who can delete the file.

Check the File’s Properties

You can also check the properties of your Excel file. To do this, open the SharePoint site where you saved the file. Select the file, and then click the ‘Properties’ button. You’ll then be able to view the properties of the file.

The properties will show you the file name, file size, file type, and other information about the file. It will also show you who created the file, when the file was created, and when the file was last modified.

Frequently Asked Questions

Q1: What is SharePoint?

A1: SharePoint is a web-based collaborative platform developed by Microsoft that is used to store, organize, share, and access information from any device. It is widely used in businesses, organizations, and educational institutions to manage documents, create websites, and facilitate collaboration between teams.

SharePoint allows users to store, organize, and share files, as well as manage tasks, track progress, and collaborate with colleagues. It also provides access control, versioning, and synchronization of files across multiple devices and locations.

Q2: How do I save an Excel file to SharePoint?

A2: To save an Excel file to SharePoint, first open the file in Excel and select the “Save As” option from the File menu. Then, in the Save As dialog box, select the “SharePoint” option from the list of locations. Finally, enter the URL of the SharePoint site where you want to save the file and click “Save”.

After the file has been saved to SharePoint, it can be accessed from any device with an internet connection. To open the file, go to the SharePoint site, select the file, and click “Open”. The file can then be edited and saved back to SharePoint.

Q3: What are the advantages of saving an Excel file to SharePoint?

A3: Saving an Excel file to SharePoint offers several advantages. It allows users to access documents from any device with an internet connection, enabling collaboration with colleagues from different locations. It also ensures that all versions of the file are kept up to date, as any changes made to the file will be automatically synced across all devices. Additionally, SharePoint allows users to control access to the file, ensuring that only authorized users can view or edit the file.

Finally, SharePoint provides a secure way to store and manage files. It allows users to back up data and also enables them to restore previous versions of the file, if necessary. This ensures that all data is safe and secure.

Q4: How do I share an Excel file stored in SharePoint?

A4: To share an Excel file stored in SharePoint, first open the file in Excel and select the “Share” option from the File menu. Then, in the Share dialog box, enter the names or email addresses of the people you want to share the file with and select the level of access you want to grant them (i.e. view only, edit, or full control). Finally, click the “Share” button.

The recipients will be sent an email with a link to the file. When they click the link, they will be taken to the file in SharePoint, where they will be able to view or edit it, depending on the level of access that was granted.

Q5: How do I view an Excel file stored in SharePoint?

A5: To view an Excel file stored in SharePoint, first go to the SharePoint site and select the file. Then, click the “Open” button. The file will open in the Excel Online viewer, where you can view the file in your browser.

Alternatively, you can open the file in the desktop version of Excel. To do this, first ensure that the Excel application is installed on your computer. Then, open the file in SharePoint and click the “Open in Desktop App” option. The file will open in the Excel application, where you can view and edit it.

Saving an Excel file to SharePoint is a simple process. It enables multiple users to access and collaborate on a file simultaneously and securely. With the step-by-step guidance provided in this article, you can easily save your Excel file to SharePoint and share it with colleagues. It is a great way to maintain control over your documents and ensure that everyone is working with the most up-to-date version. Give it a try and see how easy and convenient it is to save an Excel file to SharePoint!