How To Use Excel In Sharepoint?

If you’re a Sharepoint user and you want to take advantage of the power of Excel, then this article is for you! In this guide, we’ll show you how to use Excel in Sharepoint to its fullest potential. We’ll cover how to set up and manage data in Excel, how to use Excel to create powerful visuals, and how to integrate Excel with Sharepoint. By the end of this article, you’ll be a master at using Excel in Sharepoint. Let’s get started!

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How to Use Excel in Sharepoint?

Using Excel in Sharepoint gives you the ability to store, share, and collaborate on Excel files with your team. With the integrated environment of Sharepoint, you can easily access your data and files in one place, while taking advantage of the powerful Excel features.

Step 1: Setting Up Sharepoint

The first step in using Excel in Sharepoint is to set up the Sharepoint environment. You will need to create a site for your team and then configure it to use Excel. You can either use the Sharepoint Wizard, or manually configure the site. Once the site is set up, you can then add the Excel web part to the site.

Step 2: Connecting Excel to Sharepoint

Once the site is set up, you can then connect Excel to Sharepoint. To do this, open Excel and click the “Connect to Sharepoint” button in the ribbon. This will open a new window where you can enter the URL of the Sharepoint site. Once you have entered the URL, click the “Connect” button, and Excel will be connected to the Sharepoint site.

Step 3: Storing and Sharing Excel Files

Once Excel is connected to Sharepoint, you can store and share Excel files. To store an Excel file, open the file in Excel and click the “Save As” button. In the “Save As” window, select the “Sharepoint” option, and then enter the URL of the Sharepoint site. Once the file has been saved, it will be stored on the Sharepoint site, and you will be able to share it with your team.

Step 4: Collaborating on Excel Files

Once the Excel file has been stored on the Sharepoint site, you can collaborate with your team on the file. To do this, open the file in Excel and click the “Collaborate” button in the ribbon. This will open a new window where you can add comments and make changes to the file. Once the changes have been made, click the “Save” button, and the changes will be saved to the Sharepoint site.

Step 5: Accessing Excel Files from Sharepoint

Once the Excel file has been stored on the Sharepoint site, you can access the file from any device. To do this, open the Sharepoint site and click the “Files” tab. This will open a list of all the files stored on the site, including the Excel file. To open the file, simply click the file name and it will open in Excel.

Step 6: Viewing Excel Files in Sharepoint

Once the Excel file has been stored on the Sharepoint site, you can view the file without having to open it in Excel. To do this, open the Sharepoint site and click the “Files” tab. This will open a list of all the files stored on the site, including the Excel file. To view the file, simply click the “Preview” button, and the file will open in the Sharepoint viewer.

Step 7: Accessing Excel Files from the Web

Once the Excel file has been stored on the Sharepoint site, you can access the file from any web browser. To do this, open the Sharepoint site and click the “Files” tab. This will open a list of all the files stored on the site, including the Excel file. To open the file, simply click the file name and it will open in the web browser. You can then view and edit the file using the Excel web app.

Step 8: Setting Access Permissions for Excel Files

Once the Excel file has been stored on the Sharepoint site, you can control who has access to the file. To do this, open the Sharepoint site and click the “Files” tab. This will open a list of all the files stored on the site, including the Excel file. To set the access permissions, click the “Settings” button, and then select the “Permissions” option. You can then select which users have access to the file, and what type of access they have.

Step 9: Configuring Excel Web Parts in Sharepoint

Once the Excel file has been stored on the Sharepoint site, you can configure Excel web parts to display the data from the file. To do this, open the Sharepoint site and click the “Files” tab. This will open a list of all the files stored on the site, including the Excel file. To configure an Excel web part, click the “Settings” button, and then select the “Web Parts” option. You can then select the web part you would like to add, configure the settings, and then click “Add” to add the web part to the Sharepoint site.

Step 10: Using Excel in Sharepoint

Once the Excel file has been stored on the Sharepoint site, you can use it to collaborate with your team. To do this, open the file in Excel and click the “Collaborate” button in the ribbon. This will open a new window where you can add comments and make changes to the file. Once the changes have been made, click the “Save” button, and the changes will be saved to the Sharepoint site.

Frequently Asked Questions

What is SharePoint?

SharePoint is an online collaboration platform that enables teams to share documents, manage projects, and collaborate on tasks. It is a web-based application that provides users with a wide range of tools and features, including document storage, document management, collaboration tools, and workflow systems. SharePoint can be used to create and manage sites, documents, lists, and libraries, as well as integrate with other applications such as Microsoft Excel.

How to Use Excel in SharePoint?

Using Excel in SharePoint is a great way to share and collaborate on data with other users. In SharePoint, Excel documents can be stored and shared with other users. By using the Excel Web Access web part, users can view and interact with the Excel document directly in their web browser. Additionally, users can use the Excel Web Services to access and update the data in an Excel document. This allows users to collaborate on data with ease, and maintain a single source of data that can be updated by all users.

How to Upload an Excel File to SharePoint?

Uploading an Excel file to SharePoint is a simple process. First, open the document library where the file will be uploaded. Next, click the “New” button and select the “Excel file” option. Select the file from the computer and click “Open”. Finally, click “Upload” to upload the file to SharePoint. After the upload is complete, the file will be available in the document library for users to view and edit.

How to Share an Excel File in SharePoint?

Sharing an Excel file in SharePoint is easy. First, open the document library where the file is located. Next, select the file and click the “Share” button. This will open a dialog box that will allow you to enter the names or emails of the people you want to share the file with. Finally, click “Share” to share the file. The people with whom you share the file will receive an email notification with a link to the file.

What are the Benefits of Using Excel in SharePoint?

Using Excel in SharePoint offers many benefits. First, it allows users to collaborate on data in real-time, as they can view and edit the file directly in their web browser. This makes it easy to work together on data without having to switch between multiple applications. Additionally, it allows users to access and update the data in an Excel document from anywhere, making it easy to stay up-to-date on team projects. Finally, it allows users to easily share and collaborate on data with other users, making it easy to track progress and make decisions quickly.

Create a SharePoint List from Excel

Excel is a powerful tool that can be used to manage data in Sharepoint. With its user-friendly interface, it is easy to set up, configure and use in Sharepoint. Excel can be used to create powerful pivot tables, charts, and other reports. With the help of Excel’s powerful formulas, it can also be used to automate tasks like data entry and analysis. With the right training and guidance, anyone can learn to use Excel in Sharepoint and leverage its potential to make managing data easier and more efficient.