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

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.



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