How To Upload An Excel File To Sharepoint?

Are you looking for an easy way to upload an Excel file to SharePoint? SharePoint is a powerful tool for storing and sharing documents, and it’s simple to upload an Excel file. In this tutorial, we’ll show you how to upload an Excel file to SharePoint in just a few steps. We’ll also discuss some best practices for working with Excel files in SharePoint, so you can make the most of this useful platform. Let’s get started!

• Go to the Sharepoint site and sign in with your credentials.
• Click on the library where you want to upload the Excel file.
• Click on the “Upload” button on the top ribbon.
• Select the file from your computer or drag and drop the file in the window.
• Click on the “OK” button to upload the file.
• Your file will now be uploaded to the Sharepoint site.

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How to Upload an Excel File to Sharepoint?

SharePoint is a powerful, collaborative platform that allows you to share documents, tasks, and other content with your team. It also provides a great way to keep your data organized and accessible from any device. One of the most common tasks when using SharePoint is uploading an Excel file to SharePoint.

Uploading an Excel file to SharePoint is easy and can be done in just a few simple steps. This article will walk you through the process of how to upload an Excel file to Sharepoint.

Step 1: Log into SharePoint

The first step to uploading an Excel file to SharePoint is to log into your SharePoint account. You will need to enter your username and password to gain access to your SharePoint site.

Once you have logged in, you will be taken to the home page of your SharePoint site. From here, you can navigate to the page where you want to upload your Excel file.

Step 2: Create a Document Library

Once you have navigated to the page where you want to upload your Excel file, you will need to create a document library. A document library is a special type of folder that allows you to store documents, such as Excel files, in SharePoint.

To create a document library, click on the “Libraries” tab at the top of the page. Then, select “Create” and select “Document Library” from the list of options. Give your document library a name and click “Create.”

Step 3: Upload Your Excel File

Once you have created your document library, you can now upload your Excel file. To do this, click on the “Documents” tab in the document library. Then, click on the “Upload” button and select your Excel file from the file browser.

Once your file has been selected, click “Open” to begin the upload process. Your Excel file will begin to upload to SharePoint. Depending on your internet connection, the upload process may take a few minutes.

Step 4: Create a Shortcut

Once your Excel file has been uploaded to SharePoint, you can create a shortcut to the file. To do this, select your Excel file in the document library and click on the “Create Shortcut” button. This will create a shortcut to the file that will appear on your SharePoint home page.

You can now click on the shortcut to quickly access your Excel file from the SharePoint home page. You can also share the shortcut with other users so they can quickly access the file as well.

Step 5: Check Your File

Once your Excel file has been uploaded to SharePoint, it is important to check that it is working properly. To do this, click on the file in the document library and select “Open.” This will open the file in Excel Online, which is a browser-based version of Excel.

Once the file is open, you can check that the data is intact and that the formulas are calculating correctly. If there are any issues with the file, you can quickly fix them before sharing the file with other users.

Step 6: Share Your File

Once you have verified that your Excel file is working properly, you can now share it with other users. To do this, click on the “Share” button at the top of the page. This will open a window where you can enter the email address of the user you want to share the file with.

Once you have entered the email address, you can select the permissions for the user. You can choose to give them permission to view the file, edit the file, or both. When you are done, click “Share” to send the file to the user.

Step 7: Manage Your Files

Once you have shared your Excel file with other users, you can manage the file from the document library. To do this, select your Excel file in the document library and click on the “Manage” button. This will open a window where you can see the users who have access to the file and the permissions they have been granted.

From this window, you can also choose to delete the file, rename the file, or move the file to another location. This is a great way to keep your files organized and secure in SharePoint.

Step 8: Download Your File

Once you have uploaded your Excel file to SharePoint, you can also download the file to your computer. To do this, select the file in the document library and click on the “Download” button. This will begin the download process and the file will be saved to your computer.

You can then open the file in Excel on your computer and make any changes you need. When you are done, you can upload the file back to SharePoint to save the changes.

Step 9: Sync Your Files

If you want to keep your files up-to-date on both your computer and SharePoint, you can use the “Sync” feature. This will allow you to keep your files in sync between your computer and SharePoint, so any changes you make on one will be reflected on the other.

To sync your files, click on the “Sync” button at the top of the page. This will open a window where you can select the files you want to sync. When you are done, click “Sync” to begin the syncing process.

Step 10: Publish Your File

If you want to share your Excel file with a larger audience, you can use the “Publish” feature. This will allow you to share the file with a larger group of people, such as your colleagues or customers.

To publish your file, select the file in the document library and click on the “Publish” button. This will open a window where you can enter the email addresses of the people you want to share the file with. When you are done, click “Publish” to begin the process.

Frequently Asked Questions

Question 1: How do I upload an Excel file to Sharepoint?

Answer: To upload an Excel file to Sharepoint, you must first save the file to your computer. You can then navigate to the destination Sharepoint library in your web browser, and click on the “Upload” button. From there, you can select the file from your computer and click the “Open” button to upload it to Sharepoint.

Once you have uploaded the file, you will be able to view it in the library and use it as needed. You may also need to set permissions to allow other users to view or edit the file. This can be done in the library’s settings menu.

Question 2: How do I know if my Excel file is uploaded correctly?

Answer: After you have uploaded the Excel file to Sharepoint, you can check to make sure it was uploaded correctly by viewing the file in the library. If you can open the file and view the contents, then it was uploaded successfully. If the file does not open or the contents are not visible, then it may not have been uploaded correctly.

In some cases, you may also need to check the file’s permissions to make sure that it is accessible to the correct users. This can be done in the library’s settings menu. You should also confirm that the file is visible to the users who need to access it. If these settings are not correct, then the file may not be accessible to the users who need it.

Question 3: How do I delete an Excel file from Sharepoint?

Answer: To delete an Excel file from Sharepoint, you must first navigate to the library in your web browser. Then, you can find the file that you want to delete and click on the “Delete” button. This will permanently delete the file from Sharepoint.

You should also keep in mind that deleted files can still be recovered in some cases, so if you need to make sure that the file is irrecoverable, you should check the library’s settings menu for an option to permanently delete the file. This option may be called “Recycle Bin” or “Version History”.

Question 4: How do I share an Excel file on Sharepoint?

Answer: To share an Excel file on Sharepoint, you must first upload the file to the library. Once the file is uploaded, you can share it with other users by setting the appropriate permissions. You can do this in the library’s settings menu, where you can choose to share the file with specific users or with everyone who has access to the library.

You may also need to set additional permissions, such as whether the user can view, edit, or delete the file. These settings can be found in the same settings menu. Once you have set the permissions, the file will be able to be accessed by the users you have specified.

Question 5: How do I edit an Excel file on Sharepoint?

Answer: To edit an Excel file on Sharepoint, you must first open the file in the library. Once the file is open, you can make any changes that you need to make. You can also save the file directly to Sharepoint, so that the changes are saved immediately.

You may also need to set permissions to allow other users to edit the file. This can be done in the library’s settings menu, where you can choose to share the file with specific users or with everyone who has access to the library. Additionally, you should make sure that the permissions are set correctly, so that the users you specify can view, edit, or delete the file.

By following the simple steps outlined in this article, you can easily upload an excel file to Sharepoint. This will allow you to easily access and share your Excel files with colleagues, friends, and family. With the powerful features of Sharepoint, you can securely store and collaborate on your documents from any device. No matter what type of Excel file you need to share, Sharepoint makes it easy and secure.