How To Connect Excel To Sharepoint

Are you looking to streamline your data workflow by connecting Excel to SharePoint? Follow this comprehensive step-by-step guide to learn how to establish a seamless connection.

To connect Excel to SharePoint, there are several data sources and connections that can be used. In Excel Services, supported data sources include SQL Server tables, SQL Server Analysis Services cubes, and OLE DB or ODBC data sources.

To use an existing data connection in Excel, go to the Data tab and choose Existing Connections. For a new data connection, go to the Data tab and choose From Access, From Web, From Text, or From Other Sources.

SharePoint Online Lists and SharePoint Excel Services can also be connected to Excel using the Layer2 Cloud Connector. The configuration process involves setting up data entities and mapping the fields between Excel and SharePoint. After configuring the connection, it can be run to synchronize the data between the two platforms.

It is important to consider the connection direction and choose a conflict resolution strategy that matches the needs of the environment. Additionally, the data model in Excel can be explored using queries such as SELECT * FROM sys_tables and SELECT * FROM sys_views.

Supported Data Sources and Connections in Excel Services

When connecting Excel to SharePoint, you can leverage a variety of supported data sources and connections within Excel Services. These options provide flexibility and versatility for managing and analyzing data. The supported data sources include SQL Server tables, SQL Server Analysis Services cubes, and OLE DB or ODBC data sources. Each of these sources offers unique benefits and capabilities.

To use an existing data connection in Excel, simply go to the Data tab and choose Existing Connections. This allows you to select from a list of previously created connections. If you need to create a new data connection, go to the Data tab and choose from options such as From Access, From Web, From Text, or From Other Sources. This enables you to establish a connection with various data sources, based on your specific requirements.

Furthermore, SharePoint Online Lists and SharePoint Excel Services can be seamlessly integrated with Excel using the Layer2 Cloud Connector. This powerful tool simplifies the process of connecting these platforms by allowing you to configure data entities and map fields between Excel and SharePoint. Once the connection is properly set up, you can run it to synchronize data between the two platforms. It is crucial to consider the connection direction and choose a conflict resolution strategy that aligns with the needs of your environment.

Supported Data Sources and Connections in Excel Services – Summary

  1. Supported data sources in Excel Services include SQL Server tables, SQL Server Analysis Services cubes, and OLE DB or ODBC data sources.
  2. Existing connections in Excel can be accessed through the Data tab, while new connections can be created by selecting options such as From Access, From Web, From Text, or From Other Sources.
  3. The Layer2 Cloud Connector enables seamless integration between SharePoint Online Lists, SharePoint Excel Services, and Excel. This involves configuring data entities and mapping fields between the platforms.
  4. Running the connection synchronizes data between Excel and SharePoint. Consider the connection direction and choose a conflict resolution strategy based on your needs.
Data Sources Benefits
SQL Server tables Allows direct access to data stored in SQL Server, enabling real-time analysis and reporting.
SQL Server Analysis Services cubes Enables multidimensional analysis by connecting to pre-aggregated data cubes.
OLE DB or ODBC data sources Offers compatibility with various databases and data sources, expanding the range of data that can be analyzed in Excel.

Exploring the data model in Excel using queries such as “SELECT * FROM sys_tables” and “SELECT * FROM sys_views” can provide deeper insights and optimize data management in both Excel and SharePoint.

Connecting SharePoint Online Lists and Excel with Layer2 Cloud Connector

By utilizing the Layer2 Cloud Connector, you can seamlessly connect SharePoint Online Lists and Excel, allowing for efficient data synchronization between the two platforms. This powerful tool simplifies the process of configuring data entities and mapping fields, ensuring a smooth transfer of information.

To establish the connection, begin by setting up data entities within the Layer2 Cloud Connector. This involves selecting the desired SharePoint Online List and specifying the corresponding Excel worksheet. Once the entities are configured, you can proceed to map the fields between the two platforms, ensuring accurate data transfer.

Once the connection is established and the data entities are configured, the Layer2 Cloud Connector can be run to synchronize the data between SharePoint Online Lists and Excel. This ensures that any updates or changes made in one platform are reflected in the other, eliminating the need for manual data entry and reducing the risk of errors.

Benefits of Using the Layer2 Cloud Connector:

  • Efficient data synchronization between SharePoint Online Lists and Excel
  • Streamlined workflow and reduced manual data entry
  • Accurate and consistent data transfer
  • Improved collaboration and data sharing

By leveraging the capabilities of the Layer2 Cloud Connector, businesses can optimize their data management processes, saving time and resources. With seamless integration between SharePoint Online Lists and Excel, organizations can ensure that their data remains up-to-date and readily accessible, enabling informed decision-making and driving productivity.

Key Features Benefits
Easy configuration and setup Saves time and reduces complexity
Automatic data synchronization Eliminates manual data entry and reduces errors
Flexible mapping of fields Ensures accurate data transfer
Real-time data updates Enables timely decision-making

With the Layer2 Cloud Connector, connecting SharePoint Online Lists and Excel has never been easier. Experience the benefits of streamlined data synchronization and take your data management to the next level.

Exploring the Data Model in Excel and SharePoint

Gain a deeper understanding of the data model in Excel and SharePoint by exploring various queries, such as “SELECT * FROM sys_tables” and “SELECT * FROM sys_views.” The ability to delve into the data model provides valuable insights and optimization opportunities for data management in both Excel and SharePoint.

In Excel, the data model allows users to analyze and manipulate data from multiple sources, such as SQL Server tables, SQL Server Analysis Services cubes, and OLE DB or ODBC data sources. By utilizing queries like “SELECT * FROM sys_tables” and “SELECT * FROM sys_views,” users can extract specific information and perform advanced calculations.

Similarly, SharePoint offers the capability to explore the data model through queries, unleashing the power of the platform. The data model in SharePoint allows users to organize, access, and visualize data in a structured manner. By utilizing queries like “SELECT * FROM sys_tables” and “SELECT * FROM sys_views,” users can gain deeper insights and optimize data management workflows.

Exploring the data model in both Excel and SharePoint through queries enables users to uncover hidden patterns, analyze vast amounts of data, and improve decision-making processes. By delving into the data model, users can harness the full potential of these powerful tools for efficient data management and analysis.

Meet the Author

Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.