How To Create A Sharepoint Excel File

Creating a Sharepoint Excel file can be done in a few simple steps, allowing you to efficiently manage and edit your data within Sharepoint. In this step-by-step guide, we will walk you through the process of creating a Sharepoint Excel file, whether you want to export a table to a Sharepoint list or use the Excel Write activity in Sharepoint.

If you have a table in Excel that you want to transfer to Sharepoint for collaborative editing and access, you can easily export it to a Sharepoint list. Simply click inside the table, go to Table Design > Export > Export Table to SharePoint List. Type in the SharePoint site address and a unique name for the list, and then click Finish. This will create a Sharepoint Excel file that you can further manage and customize to meet your needs.

Alternatively, you can utilize the Excel Write activity in Sharepoint to create your Sharepoint Excel file. By selecting your SharePoint access token, specifying the Excel Services URL, providing a runtime template and design time template, and choosing the location and file name to save the resulting Excel document, you can have full control over the design and properties of the file.

Once you have created your Sharepoint Excel file, you can easily view and edit it in the browser using Excel Services. However, it’s important to note that there are some limitations when working with Sharepoint Excel files, such as restrictions on data validation, VBA, worksheet protection, and external workbook links.

In conclusion, creating a Sharepoint Excel file is a straightforward process that can greatly enhance your workflow efficiency. Whether you choose to export a table to a Sharepoint list or use the Excel Write activity in Sharepoint, these step-by-step instructions will help you effectively manage and edit your data within Sharepoint.

Exporting a Table to Sharepoint List

One way to create a Sharepoint Excel file is by exporting a table from Excel to a Sharepoint list. This allows you to easily transfer your data from Excel to Sharepoint, where it can be accessed and edited collaboratively. To export a table to a Sharepoint list, follow these simple steps:

  1. Click inside the table in Excel.
  2. Navigate to the Table Design tab.
  3. Click on the Export button.
  4. Select “Export Table to SharePoint List.”
  5. Type in the SharePoint site address where you want to create the list.
  6. Provide a unique name for the list.
  7. Click Finish to complete the export process.

By following these steps, you can quickly create a Sharepoint Excel file by exporting a table from Excel to a Sharepoint list. This method ensures that your data is seamlessly transferred to Sharepoint, enabling efficient collaboration and access.

Example:

“Exporting a table to Sharepoint list was incredibly easy using Excel’s built-in export functionality. I was able to select the table in Excel, choose the Export option, and provide the necessary information for the Sharepoint site and list name. Within seconds, the table was converted into a Sharepoint list, ready for collaborative editing. This streamlined process saved me valuable time and improved my workflow efficiency.”

Benefits of Exporting a Table to Sharepoint List:
1. Seamless transfer of data from Excel to Sharepoint
2. Enables collaborative editing and access
3. Improves workflow efficiency

Using the Excel Write Activity in Sharepoint

Another method to create a Sharepoint Excel file is by utilizing the Excel Write activity in Sharepoint, allowing for more flexibility in the file creation process. With this activity, you have the ability to customize the design, location, and properties of the resulting Excel document to suit your specific needs.

To get started, you’ll need to configure the Excel Write activity. First, select your SharePoint access token, which grants you the necessary permissions to create and modify files in SharePoint. Next, specify the Excel Services URL, which is the web address where SharePoint hosts its Excel Services. This ensures that the resulting Excel file is created and stored in the correct location.

Additionally, you can provide a runtime template and design time template to further tailor the file’s appearance and functionality. The runtime template is the format in which the file will be generated, while the design time template determines the initial structure and layout. This means you can predefine formulas, formatting, and other features to streamline your workflow.

Once you have configured the Excel Write activity to your liking, choose the location and file name to save the final Excel document. By specifying the desired destination, you can ensure that the file is stored in the appropriate SharePoint library or folder. This enables easy access and collaboration with your team members.

// Additional Information
Features Limitations
Data Validation Not fully supported in browser-based editing with Excel Services
VBA Not supported in browser-based editing with Excel Services
Worksheet Protection Some protection features may not be available in browser-based editing with Excel Services
External Workbook Links May not be accessible or may require manual updating in browser-based editing with Excel Services
// End of Additional Information

Is It Possible to Create a HIPAA Compliant Excel File in SharePoint?

When it comes to making SharePoint HIPAA compliant, there are several considerations to keep in mind. While Excel files can be stored in SharePoint, ensuring compliance with HIPAA regulations requires implementing proper security measures. By following specific guidelines and using encryption tools, it is indeed possible to create a HIPAA compliant Excel file in SharePoint, safeguarding sensitive healthcare information.

Can I Add Checkboxes to an Excel File Created in SharePoint?

Yes, you can add checkboxes in an Excel file created in SharePoint. By using the “adding checkbox in Excel SharePoint” feature, you can easily include checkboxes in your spreadsheet. This allows you to insert interactive elements and make data management more efficient. Whether for data analysis, tracking tasks, or creating forms, the option to add checkboxes in Excel SharePoint offers enhanced functionality.

Viewing and Editing SharePoint Excel Files

Once you have created a SharePoint Excel file, you can easily view and edit it in the browser using Excel Services, although there are some limitations to consider. Excel Services provides the ability to collaborate and make changes to your Excel files directly within SharePoint, making it convenient for team collaboration and data analysis.

With Excel Services, you can access your SharePoint Excel files using any web browser without the need for additional software installations. Simply navigate to your SharePoint site, open the Excel file, and start making edits. This allows for seamless collaboration across teams and departments, ensuring everyone has access to the most up-to-date data.

However, it is important to be aware of certain limitations when working with SharePoint Excel files. Features such as data validation, VBA (Visual Basic for Applications), worksheet protection, and external workbook links may not be fully supported in the browser-based version of Excel Services. Therefore, if your Excel file heavily relies on these features, it is recommended to open and edit the file in the desktop version of Microsoft Excel for the best user experience.

Despite these limitations, Excel Services still offers a powerful and convenient way to view and edit SharePoint Excel files. It streamlines the collaboration process, improves workflow efficiency, and enhances data accessibility for teams working in SharePoint.

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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.