A Practical Guide to SharePoint 2013

A Practical Guide to SharePoint 2013
A Practical Guide to SharePoint 2013 - Book by Saifullah Shafiq

Tuesday, February 14, 2006

Working With Excel

Many people know that it is easy to save lists in SharePoint as Excel sheets. For example, if you are in a document library, select "Export to spreadsheet" from the Actions menu to export data to Excel. There are other things that you can do with Excel, for example, you can create charts with Excel, you can print content, etc. Another interesting feature is that you can edit your SharePoint lists in Excel.
1. If you have a document library, select "All Documents" view and click "Edit in Datasheet".
2. Click "Task Pane" to open the task pane. You will notice there are several features that you can take advantage of. Because we are discussing Excel at the moment, so let's stick with it.
3. In the Task Pane, select "Export and Link to Excel". "Opening Query" dialog box will pop up. Click "Open" to open the Excel sheet.
4. Another pop up dialog box "Import Data" will open up. By default, "New workbook" is selected. Click OK to open a new workbook.
5. Now, you can edit any of the row in the list. There are some columns like Modified By, Created By, etc that you can not edit but other fields especially custom fields can be edited and once you are done with editing, select Data > List > Synchronize List to synchronize the list. Your data will synchronize with SharePoint. Easy? Isn't it?