How To Save Excel To SharePoint

Saving Excel files to SharePoint is a seamless process that can greatly improve collaboration and productivity within a team. By effectively saving and sharing Excel files on SharePoint, teams can easily access and collaborate on important data, leading to enhanced productivity and streamlined workflows.

To save an Excel file to SharePoint, simply follow these steps:

  1. Click the File tab in Excel.
  2. Click Save & Send, and then click Save to SharePoint.
  3. Find the SharePoint location where you want to save the file, and click Save As.
  4. In the Save As dialog box, click Save.

These simple steps ensure that your Excel file is securely saved to the desired SharePoint location, making it easily accessible to your team members.

But that’s not all. You can also export a table from Excel to a SharePoint list, further enhancing collaboration and data organization. To do this:

  1. Click inside the table in Excel.
  2. Navigate to Table Design > Export > Export Table to SharePoint List.
  3. Enter the SharePoint site’s address and a unique name for the list.
  4. Review the column and data types, and click Finish.

By exporting Excel tables to SharePoint lists, you can ensure that important data is readily available and easily manageable for your team.

It’s important to note that these processes work specifically for SharePoint Online (Office 365) and may not be applicable for SharePoint on-premises. Microsoft has made significant improvements using Office Graph, allowing users to save files directly to SharePoint from Office applications. By adding SharePoint as a favorite place in Word, Excel, or PowerPoint, saving documents to SharePoint sites becomes even more seamless and intuitive.

With these advancements, saving Excel files to SharePoint has become a user-friendly and efficient way to promote collaboration and boost team productivity. Take advantage of these features and experience the benefits of a well-organized and accessible data environment.

Steps to Save Excel to SharePoint

To save an Excel file to SharePoint, follow these simple steps within Excel:

  1. Click the File tab in Excel.
  2. Click Save & Send, and then click Save to SharePoint.
  3. Find the SharePoint location where you want to save the file, and click Save As.
  4. In the Save As dialog box, click Save.

You can also save other types of Office documents to SharePoint using similar steps for each program.

Additionally, you can export a table from Excel to a SharePoint list. To do this, click inside the table in Excel, go to Table Design > Export > Export Table to SharePoint List. Enter the SharePoint site’s address and a unique name for the list. Review the column and data types, and click Finish.

This process works for SharePoint Online (Office 365) only, not for SharePoint on-premises. Microsoft has made improvements using Office Graph to allow users to save files directly to SharePoint from Office applications. By adding SharePoint as a favorite place in Word, Excel, or PowerPoint, you can easily save documents to SharePoint sites. Click Save As, choose Sites, select the desired site, document library, and folder, and click Save.

These changes have made saving to SharePoint more user-friendly and intuitive.

Exporting Excel Tables to SharePoint

In addition to saving Excel files, Excel tables can be easily exported to SharePoint lists for better organization and collaboration. This feature allows you to seamlessly transfer data from Excel to SharePoint, enabling team members to access and edit information in a centralized location.

To export a table from Excel to a SharePoint list, follow these simple steps:

  1. Click inside the table in Excel.
  2. Navigate to Table Design > Export > Export Table to SharePoint List.
  3. Enter the SharePoint site’s address.
  4. Provide a unique name for the list.
  5. Review the column and data types to ensure accurate data representation.
  6. Click Finish to complete the export process.

It’s important to note that this process only applies to SharePoint Online (Office 365) and not SharePoint on-premises. Microsoft has made significant improvements using Office Graph, allowing users to save files directly to SharePoint from Office applications.

By adding SharePoint as a favorite place in Word, Excel, or PowerPoint, you can easily save documents to SharePoint sites. Simply click Save As, choose Sites, select the desired site, document library, and folder, and click Save.

These recent changes have made saving to SharePoint more user-friendly and intuitive, enhancing collaboration and efficiency within teams.

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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.