How To Upload Excel In Sharepoint?

Are you looking for a simple and easy way to upload your Excel file to Sharepoint? If yes, you have come to the right place. In this guide, we will cover the steps needed to successfully upload an Excel file to Sharepoint. We will also take a look at some of the advantages of using Sharepoint to store and manage your Excel files. So, let’s get started and learn how to upload Excel to Sharepoint.

How to Upload Excel in Sharepoint

Uploading an Excel file to SharePoint is a great way to share your data with others. It can be used to organize and store large amounts of data and make it easier to access and analyze. SharePoint also allows you to collaborate with others and make changes to the data in real time. Here we will discuss how to upload an Excel file to Sharepoint.

Step 1: Log into SharePoint

The first step is to log into your SharePoint account. You will need to enter your username and password to gain access. If you do not have an account yet, you will need to create one. Once you have logged in, you will be able to access the SharePoint site.

Step 2: Navigate to the Document Library

Once you have logged into your SharePoint account, you will need to navigate to the document library. This is a folder where you can store documents and other files. To do this, you will need to click on the “Documents” tab at the top of the page. This will open up a list of all the documents and folders stored in the document library.

Step 3: Upload the Excel File

Once you have navigated to the document library, you will need to click on the “Upload” button. This will open up a window where you can select the Excel file you want to upload. Select the file by clicking on it and then click “Open” to upload it to the document library.

Step 4: Add Metadata to the Excel File

Once you have uploaded the Excel file, you will need to add some additional information about the file. This is known as metadata. Metadata can include things like the file’s title, author, keywords, and other information. To add metadata to the file, click on the “Add Metadata” button next to the file in the document library.

Step 5: Share the Excel File

Once you have added the metadata to the Excel file, you will need to share the file with other users. To do this, click on the “Share” button next to the file in the document library. This will open up a window where you can enter the emails of the people you want to share the file with. Once you have entered the emails, click “Share” to send them the file.

Step 6: View the Excel File

Once you have shared the file with other users, they will be able to view the file in the document library. To view the file, click on the link to the file in the document library. This will open up the Excel file in the browser window. You and other users will be able to view, edit, and collaborate on the file in real-time.

Step 7: Download the Excel File

If you or other users need to download the Excel file, you can do so by clicking on the “Download” button next to the file in the document library. This will open up a window where you can select the format you want to download the file in. Once you have selected the format, click “Download” to save the file to your computer.

Step 8: Delete the Excel File

If you no longer need the Excel file in the document library, you can delete it. To do this, click on the “Delete” button next to the file in the document library. This will open up a window where you can confirm that you want to delete the file. Once you have confirmed, the file will be permanently deleted from the document library.

Step 9: Keep the Excel File Organized

When uploading and sharing an Excel file with others, it is important to keep it organized. To do this, you can use the folder structure in the document library to organize the files. You can also use the metadata to keep track of the files and make them easier to find.

Step 10: Track Changes in the Excel File

When collaborating with others on an Excel file, it is important to track the changes that are made to the file. This can be done by using the “Track Changes” feature in the document library. This feature allows you to see who made what changes and when they were made.

Frequently Asked Questions

What is Excel and SharePoint?

Excel is a spreadsheet program developed by Microsoft that stores, organizes, and analyzes data. It is a powerful tool for data analysis, data visualization, and data manipulation. SharePoint is Microsoft’s cloud-based platform for content management, collaboration, and document sharing. It provides users the ability to store, share, and manage documents in a secure environment.

How do I upload Excel to SharePoint?

Uploading an Excel file to SharePoint is a simple process. First, open the Excel file and save it to your local computer. Then, go to the SharePoint site where you want to store the file. From there, click on the “Upload” button and select the Excel file from your computer. Once the file is uploaded, it will be stored in the library.

What are the benefits of uploading Excel to SharePoint?

Uploading Excel to SharePoint provides a number of benefits. Firstly, it allows for easy collaboration and document sharing between multiple users. Secondly, it allows for secure document storage in the cloud, which means that documents can be accessed from anywhere with an internet connection. Finally, it provides a way to organize and manage documents in a central location.

Are there any limitations when uploading Excel to SharePoint?

Yes, there are some limitations when uploading Excel to SharePoint. Firstly, the file size is limited to 15 GB. Additionally, only certain types of Excel files are supported, such as .xlsx, .xls, .xlsm, and .csv. Finally, the file must be saved in the same format as it was uploaded, as SharePoint does not support conversion of files.

What is the best way to ensure my Excel file is uploaded correctly?

The best way to ensure your Excel file is uploaded correctly is to save it in the correct format. Make sure your file is saved as one of the supported formats such as .xlsx, .xls, .xlsm, and .csv. Additionally, make sure to check the file size before uploading, as files larger than 15 GB are not supported. Finally, double-check the file once it is uploaded to make sure it looks and functions as expected.

Sharing Excel files in Sharepoint is an easy process that can help increase collaboration, save time, and keep everyone on the same page. Once you understand the basics of how to upload Excel files to Sharepoint, you can start taking advantage of the many benefits it can offer in an office environment. From then on, you can enjoy the convenience of easy access, collaboration, and storage of your files.