How To Change Excel Export Formatting From Sharepoint Online

Changing the formatting of an Excel export from SharePoint Online requires understanding the distinctions between JSON formatting in SharePoint lists and Excel formatting. While these two formats may not be the same, there are workarounds available to achieve the desired formatting.

One method to consider is creating a new list based on the columns in another list. However, it’s important to note that this approach will not copy the data from the old list to the new list.

Another option is to export the SharePoint list to Excel and manually update the spreadsheet with similar conditional formatting. By posting the spreadsheet where anyone can download a copy, the data will refresh and the formatting will be applied upon opening the document.

If you need to import data from Excel to SharePoint, there are several methods you can utilize. You can manually copy the data from each column of the Excel table and paste it into the appropriate column of the SharePoint list. Alternatively, you can export the Excel table directly to a SharePoint list from within Excel itself. The Import Spreadsheet app in SharePoint or importing the Excel table when creating a new SharePoint list are additional options available.

To export a SharePoint list to Excel, you can use the Export to Excel option in SharePoint. This will create an Excel table with a one-way data connection based on a web query file. You can then save the table as an Excel workbook for further formatting.

It’s important to understand that there are limitations when exporting and importing formatting between SharePoint Online and Excel. However, with the aforementioned workarounds, you can achieve your desired formatting in Excel and effectively manage your data.

Workarounds for Changing Excel Export Formatting

There are a few workarounds available to modify the formatting of an Excel export from SharePoint Online, including creating a new list, exporting the SharePoint list to Excel, and importing data from Excel to SharePoint.

One option is to create a new list based on the columns in another list. However, it’s important to note that this approach will not copy the data from the old list to the new list. It can be a useful solution if you need to start fresh with a new formatting structure.

Another workaround is to export the SharePoint list to Excel and manually update the spreadsheet to have similar conditional formatting. This involves exporting the list to Excel, making the necessary formatting changes, and then hosting the spreadsheet where anyone can download a copy. When the document is opened, the data will refresh and the formatting will be applied.

If you want to import data from Excel to SharePoint, there are multiple methods you can employ. You can manually copy the data from each column of the Excel table and paste it into the appropriate column of the SharePoint list. Alternatively, within Excel itself, you can export the Excel table directly to a SharePoint list or use the Import Spreadsheet app in SharePoint. Additionally, when creating a new SharePoint list, you have the option to import the Excel table.

To export a SharePoint list to Excel, you can utilize the Export to Excel option within SharePoint. This will generate an Excel table with a one-way data connection based on a web query file. You can then save the table as an Excel workbook for further formatting.

Overall, while there are limitations in exporting and importing formatting between SharePoint Online and Excel, these workarounds provide avenues to achieve your desired formatting within Excel.

Exporting and Importing Data Between SharePoint Online and Excel

To export a SharePoint list to Excel or import data from Excel to SharePoint, there are several methods available, but it’s important to understand the limitations of formatting between SharePoint Online and Excel.

When exporting a SharePoint list to Excel, one method is to use the “Export to Excel” option in SharePoint. This will generate an Excel table with a one-way data connection based on a web query file. You can then save the table as an Excel workbook for further formatting. However, it’s crucial to note that the formatting applied in SharePoint will not be directly transferred to Excel. Therefore, you will need to manually update the spreadsheet with the desired formatting.

If you want to import data from Excel to SharePoint, there are several approaches you can take. One option is to manually copy the data from each column in the Excel table and paste it into the corresponding column in the SharePoint list. Alternatively, you can export the Excel table directly to a SharePoint list from within Excel itself. Additionally, you can utilize the Import Spreadsheet app in SharePoint or import the Excel table when creating a new SharePoint list. These methods enable you to transfer the data from Excel to SharePoint, though the formatting will need to be applied separately in SharePoint.

While there are limitations to exporting and importing formatting between SharePoint Online and Excel, there are workarounds available to achieve your desired formatting in Excel. It’s important to consider the differences in formatting between the two platforms and employ the appropriate methods outlined above to ensure a successful transfer of data.

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