Work with SharePoint List Data in Excel - AdvantEdge Training & Consulting

Your business training experts!

Work with SharePoint List Data in Excel

SharePoint  in ExcelUse Excel to build PivotTables, charts, and graphs from SharePoint list data.
1. First navigate to the list (custom, contact, calendar, task, or document library) in SharePoint.
2. Click on list or library in the ribbon and choose Export to Excel.
3. If a security warning pops up, click enable, but otherwise choose the way you want to view the data in Excel. Then click Properties.
4. If you want the data to be automatically updated, check Enable background refresh and the other options under the usage tab.

 

 

Learn to make SharePoint and Excel work for you with training from AETC

If you have at least 5 people we can create a session just for you.  Or, you can contact us for a private session. Contact Us

Questions? Don't see what you need?

We can help!

Business Training Classes
AdvantEdge Training & Consulting, Inc.

Recent Posts

Subscribe to our Newsletter

Copyright AdvantEdge Training & Consulting

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Scroll to Top