How To Open A SharePoint File In Excel

Opening a SharePoint file in Excel is a simple process that allows you to access and edit data stored in SharePoint directly from Excel. By following these steps, you can seamlessly integrate your SharePoint files into your Excel workflow.

To begin, open Excel and select File > Open from the top navigation menu. Under the Open heading, you will find the SharePoint entry. Click on it to proceed.

In the next step, you will need to choose the document library that contains the SharePoint file you want to open. Once you have selected the library, simply choose the specific file you wish to open and begin editing.

If the document library requires checking out the file before editing, there are additional steps to follow. With the file open in Excel, select File > Info. From there, click on Manage… > Check Out. If the Check Out option is grayed out, it means someone else already has the file open for editing.

If you want to access a SharePoint file that you have previously accessed, click on the File tab in Excel and select Open. Under Favorites, you will find SharePoint Sites. Click on it to proceed.

Choose the SharePoint site where the file is located and click Open. From there, select the library that contains the file and click Open. Finally, choose the specific file you wish to open and click Open.

If you don’t need to make any changes to the file, you can open it as read-only by clicking the arrow on the Open button and selecting Open Read Only.

To check out a SharePoint file that you have already opened, click on the File tab in Excel and select Info. From there, click on Manage Versions and then Check Out.

Please note that these instructions are specifically for opening SharePoint files in Excel. While the process may seem straightforward, it can greatly enhance your productivity by allowing you to seamlessly access and edit data from SharePoint directly within Excel.

Steps to Open a SharePoint File in Excel

To open a SharePoint file in Excel, follow these straightforward steps to ensure a smooth and efficient process.

1. In Excel, select File > Open.

2. Under the Open heading, select the SharePoint entry.

3. Choose the document library that contains the file you want to open.

4. Select the file you want to open and begin editing.

If the document library requires checking out the file before editing, you can follow these additional steps:

1. With the file open in Excel, select File > Info.

2. Click on Manage… > Check Out.

3. If the Check Out option is grayed out, it means someone else has the file open for editing.

To open a SharePoint file that you have previously accessed:

1. Click on the File tab in Excel.

2. Select Open.

3. Under Favorites, click on SharePoint Sites.

4. Choose the SharePoint site where the file is located and click Open.

5. Select the library that contains the file and click Open.

6. Choose the file you want to open and click Open.

If you don’t want to make changes to the file, you can open it as read-only by clicking the arrow on the Open button and selecting Open Read Only.

To check out a SharePoint file that you have already opened:

1. Click on the File tab in Excel.

2. Select Info.

3. Click on Manage Versions.

4. Click Check Out.

Please note that these instructions are for opening SharePoint files in Excel specifically.

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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.