How To Export Sharepoint List To Excel

Exporting a SharePoint list to Excel can greatly enhance your data management capabilities. To export a SharePoint list to Excel, there are two options available: exporting to an Excel workbook and exporting to a CSV file.

To export to an Excel workbook, go to the SharePoint list and select Export > Export to Excel from the command bar. Depending on your browser, you can save and open the file or open it directly. In the Excel Import Data dialog box, choose how you want to view the data and where you want to put it. The list should now appear in Excel as a table with a one-way data connection. To refresh the data, select Refresh All on the Data tab. Note that changes made in Excel will not be sent back to the SharePoint list.

To export to a CSV file, open the list and select Export > Export to CSV from the command bar. You can choose to open the file in Excel and then save it as an Excel workbook, or save it as a .csv file on your computer. However, when exporting to a CSV file, only a maximum of 30,000 rows of data can be exported.

It is important to use Internet Explorer as the browser for exporting to Excel from SharePoint. Once the data is exported to Excel, there is a connection between SharePoint and Excel, which means any changes in the SharePoint list will update the Excel file when it is refreshed. However, the connection is one-way, and any changes made in Excel will not be sent back to SharePoint. If you want to break the connection between SharePoint and Excel, you can remove the connection in the Data tab by selecting Connections and clicking on Remove.

Exporting to an Excel Workbook

To export a SharePoint list to an Excel workbook, follow these simple steps:

1. Go to the SharePoint list and select Export > Export to Excel from the command bar.

2. Depending on your browser, you can choose to save and open the file or open it directly.

3. In the Excel Import Data dialog box, choose how you want to view the data and where you want to put it.

4. The SharePoint list will now appear in Excel as a table with a one-way data connection.

5. To refresh the data in Excel, select Refresh All on the Data tab.

Please note that any changes made within Excel will not be sent back to the SharePoint list.

Using Internet Explorer as the browser for exporting to Excel from SharePoint is recommended to establish the data connection. Once the data is exported, any changes made to the SharePoint list will automatically update the Excel file when it is refreshed. However, it’s important to remember that this connection is one-way, and changes made in Excel will not be reflected back in SharePoint. If you wish to break the connection, you can remove it in the Data tab by selecting Connections and clicking on Remove.

To summarize, exporting a SharePoint list to an Excel workbook is a straightforward process that provides a convenient way to manage and analyze data. By following these steps and utilizing the one-way data connection, you can effectively export and update your SharePoint list in Excel, ensuring efficient data management.

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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.