How To Save Excel To Sharepoint?

Are you overwhelmed about how to save excel to SharePoint? Don’t worry, you are not alone. Many professionals and companies use SharePoint to store and share documents, including Excel files. The process of saving an Excel file to SharePoint can be daunting and confusing. Fortunately, we have all the information you need to know about how to save Excel to SharePoint in this article. We will provide a step-by-step guide on how to save an Excel file to SharePoint, along with tips and tricks to make the process easier. Let’s get started!

Saving Excel Workbooks to SharePoint

Excel is an essential tool for businesses, allowing users to create complex spreadsheets, tables, and charts. By saving workbooks in SharePoint, you can ensure that they are secure and are easily accessible by other users in your organization.

This article will guide you through the process of saving Excel workbooks to SharePoint, so you can take advantage of its powerful features and collaboration capabilities. Read on to learn how to save Excel to SharePoint.

Step 1: Download the SharePoint App

To begin, you will need to download the SharePoint app from the Microsoft Store. This app will allow you to connect to your organization’s SharePoint site. Once you have downloaded the app, open it and sign in with your organization’s credentials.

Step 2: Open the Excel Workbook

Once you have signed into the SharePoint app, open the Excel workbook that you would like to save to SharePoint. Click the “File” tab, then select the “Save As” option.

Step 3: Select the SharePoint Location

In the “Save As” dialog box, select the “SharePoint” option on the left-hand side. Select the SharePoint location where you would like to save the workbook, then click the “Save” button.

Step 4: Select the File Name and Format

Next, you will need to select a file name and format for the workbook. In the “Save As” dialog box, enter a name for the workbook, then select the “Excel Workbook” option from the “Save as type” drop-down menu. Finally, click the “Save” button.

Step 5: Add the Workbook to the SharePoint Site

Once the workbook has been saved to the SharePoint location, you will need to add it to the SharePoint site. To do this, open the SharePoint site in your browser and navigate to the folder where you saved the workbook. Once you have located the workbook, click the “Add to Site” button.

Step 6: Share the Workbook with Other Users

Once you have added the workbook to the SharePoint site, you will need to share it with other users in your organization. To do this, click the “Share” button, then enter the names or email addresses of the users whom you would like to share the workbook with. Finally, click the “Share” button.

Step 7: Set Permissions for the Workbook

Next, you will need to set permissions for the workbook. To do this, click the “Permissions” button, then select the “Can Edit” or “Can View” option for each user. Finally, click the “Save” button to save your changes.

Step 8: Open the Workbook in Excel

Once you have shared the workbook and set permissions, you can open the workbook in Excel. To do this, open the SharePoint app, then select the workbook from the list of files. Once the workbook has been opened in Excel, you can begin editing it.

Step 9: Save the Workbook to SharePoint

Once you have finished editing the workbook, you can save it back to SharePoint. To do this, click the “File” tab, then select the “Save As” option. Next, select the “SharePoint” option on the left-hand side, then select the SharePoint location where you would like to save the workbook. Finally, click the “Save” button.

Step 10: Publish the Workbook

Once the workbook has been saved to SharePoint, you can publish it to make it available to other users in your organization. To do this, open the workbook in Excel and click the “File” tab. Next, select the “Publish” option, then click the “Publish” button.

Frequently Asked Questions

What is SharePoint?

SharePoint is a web-based collaboration platform developed by Microsoft. It is used for document sharing and management, data storage, and communication between individuals and teams. It can be used for managing documents, creating websites, organizing tasks, and much more.

SharePoint is a powerful platform that allows users to securely store, manage, and collaborate on documents in one central location. It also provides access to a variety of tools and features, such as document tracking and auditing, version control, and workflow automation.

How do I save an Excel file to SharePoint?

To save an Excel file to SharePoint, you first need to open the Excel file and select the “Save As” option. From the Save As dialog box, select the “SharePoint” option at the bottom of the list. A window will appear prompting you to log into your SharePoint account. Once logged in, you will be able to select the library or folder you would like the file to be saved to, and then click “Save”. Your Excel file will then be saved to the selected SharePoint location.

Alternatively, you can also drag and drop the Excel file directly onto the SharePoint library or folder. This will upload the file directly to the selected folder, without the need to use the “Save As” option.

What are the benefits of saving Excel files to SharePoint?

Saving your Excel files to SharePoint allows you to store and manage your files in a secure, centralized location. This makes it easy to access, update, and collaborate on your documents from anywhere. Additionally, SharePoint provides features such as version control, document tracking, and workflow automation, which can help improve the efficiency of document management.

By storing your Excel files in SharePoint, you can ensure that only authorized users have access to the files and that the files are backed up and secure. This provides a greater level of data protection and peace of mind for the user.

What happens if I save a file to the wrong SharePoint location?

If you save a file to the wrong SharePoint location, it is easy to move it to the correct location. Simply navigate to the file in the library or folder where it was mistakenly saved, then select the file and click the “Move” option in the ribbon. You will then be able to select the correct library or folder to move the file to.

Alternatively, you can also use the “Copy” option in the ribbon to copy the file to the desired location, leaving the original file in its current location. This can be useful if you want to keep a copy of the file in its current location, while also having a copy in the correct location.

Can I save an Excel file to SharePoint from my mobile device?

Yes, it is possible to save an Excel file to SharePoint from a mobile device. To do this, you will need to download the SharePoint app from your device’s app store. Once you have the app installed, you can log into your SharePoint account and select the library or folder to save the file to. You can then open the Excel file in the app and click the “Save” option to save it to the chosen location.

Additionally, you can also use the SharePoint mobile app to open and edit existing Excel files stored in SharePoint, as well as create and share new files. This makes it easy to collaborate with colleagues and manage documents on the go.

In conclusion, saving an Excel file to SharePoint is a fairly straightforward process. All you need to do is open up your Excel file, click on the File tab, select the Save As option, and then choose the SharePoint location you want to save it to. Following these steps, you will be able to easily save your Excel file to SharePoint, allowing you to easily share it with others.