SharePoint - Creating an Excel file that is updated from a SharePoint 2007 list

Asked By David Vannostran
11-Oct-11 03:51 PM

Help!

I am trying to create an Excel (xlsx) spreadsheet that will reside in a Document Library and has a Pivot Table Report that links to a worksheet that contains external data from a SharePoint List (2007).

Even if I create an Excel from scratch on my pc, how do I connect it to that SharePoint List to populate the data?

thanks in advance for your help.
  Riley K replied to David Vannostran
12-Oct-11 12:10 AM


In Microsoft Office Excel 2007, the ability to synchronize the data between a table and a list in Microsoft Windows SharePoint Services is deprecated.

This article describes an add-in that enables you to update the information in a SharePoint list from Excel 2007.

Download Excel 2007 Add-in: Synchronizing Tables with SharePoint Lists.

Also refer this links

http://blogs.office.com/b/microsoft-excel/archive/2008/11/06/using-pivottables-to-analyze-data-from-a-sharepoint-list.aspx

http://blogs.office.com/b/microsoft-excel/archive/2008/11/06/using-pivottables-to-analyze-data-from-a-sharepoint-list.aspx


Regards
  Vickey F replied to David Vannostran
12-Oct-11 12:24 AM

Export SharePointList data to Excel file-

  1. In your SharePoint site, on the top link bar, click Documents and Lists.
  2. On the Documents and Lists page, click the list that you want to export to Excel.
  3. On the page that displays the list, under Actions, click Export to spreadsheet.
  4. In the File Download dialog box, click Open.
  5. In the Opening Query dialog box in Excel, click Open.
    • If no workbook is open, Excel creates a new blank workbook and inserts the list on a new worksheet.
    • If a workbook is open, in the Import Data dialog box, select one of the following options:
      • To insert the list in the active worksheet, click Existing worksheet.

In the worksheet, click the cell where you want to place the upper-left corner of the list, and then click OK.

  • To insert the data in a new worksheet, click New worksheet and click OK.
  • To insert the data in a new workbook, click New workbook and click OK.
  • To create a PivotTable report based on the list, click Create a PivotTable report, and follow the steps in the PivotTable and PivotChart Wizard.

After exporting the list to an Excel spreadsheet, you can use the link between the Excel list and the SharePoint list:

Import Excel data to SharePoint List

Go the the Create menu in sharepoint and upder Custom Lists, click Import Spreadsheet. Type the name of the list, browse to the spreadsheet and click Import.

You can also sync your spreadsheet and list on a continual basis by making a list on your spreadsheet and then publishing that to sharepoint.

  1. Open your sheet
  2. Select your data
  3. Click Crtl+l
  4. Click ok
  5. Right click list
  6. Publish list
  7. type name of sharepoint site
  8. name of sharepoint list
  9. click Finish

Try these and let me know.

  Vickey F replied to David Vannostran
12-Oct-11 12:25 AM

Export SharePointList data to Excel file-

  1. In your SharePoint site, on the top link bar, click Documents and Lists.
  2. On the Documents and Lists page, click the list that you want to export to Excel.
  3. On the page that displays the list, under Actions, click Export to spreadsheet.
  4. In the File Download dialog box, click Open.
  5. In the Opening Query dialog box in Excel, click Open.
    • If no workbook is open, Excel creates a new blank workbook and inserts the list on a new worksheet.
    • If a workbook is open, in the Import Data dialog box, select one of the following options:
      • To insert the list in the active worksheet, click Existing worksheet.

In the worksheet, click the cell where you want to place the upper-left corner of the list, and then click OK.

  • To insert the data in a new worksheet, click New worksheet and click OK.
  • To insert the data in a new workbook, click New workbook and click OK.
  • To create a PivotTable report based on the list, click Create a PivotTable report, and follow the steps in the PivotTable and PivotChart Wizard.

After exporting the list to an Excel spreadsheet, you can use the link between the Excel list and the SharePoint list:

Import Excel data to SharePoint List

Go the the Create menu in sharepoint and upder Custom Lists, click Import Spreadsheet. Type the name of the list, browse to the spreadsheet and click Import.

 

You can also sync your spreadsheet and list on a continual basis by making a list on your spreadsheet and then publishing that to sharepoint.

  1. Open your sheet
  2. Select your data
  3. Click Crtl+l
  4. Click ok
  5. Right click list
  6. Publish list
  7. type name of sharepoint site
  8. name of sharepoint list
  9. click Finish

Try these and let me know.

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