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| Excel > SharePoint > Importing SharePoint List | < Previous | Next > |
You can export the contents of SharePoint lists, results of a survey or a document library to an Excel 2007 spreadsheet. | ||
The exported list or library is a web query that stays updated with changed to the original list on the SharePoint site. | ||
The Excel 2007 spreadsheet maintains a connection to the SharePoint list and therefore becomes a linked object. |
(Actions > Export to Spreadsheet) |
You can also initiate it from the datasheet which contains 4 options: | ||
Query list with Excel | ||
Print with Excel | ||
Chart with Excel | ||
Create Excel PivotTable Report |
The export process exports only the columns and rows contained in the list's current view which is the All Items view by default ?? | ||
If none of the views contain the data you want to export then you must create a new view to meet your requirements. | ||
Alternatively you can use an existing view and then delete the unwanted columns from Excel. |
SharePoint will generate an Excel 2007 web query file (.iqy) | ||
Excel 2007 opens a new workbopok that contains one worksheet named owssvr(1) | ||
A Microsoft Office Excel Security Notice dialog box is displayed warning you that data connections have been blocked. |
The Excel 2007 query results are displayed in the worksheet in an Excel 2007 table. | ||
Each column in the list contains an AutoFilter arrow in the header row and the Design contextual tab is active | ||
Excel named your table Table_Owssrv_1 ?? |
When you export a SharePoint library, Excel 2007 represents the documents in the list with hyperlinks that point to the documents on the SharePoint site. | ||
Similarly attachments on list items are replaced with a hyperlink. | ||
In the Excel 2007 spreadsheet click the link to open the file |
You should make a habit of renaming your tables so that you recognize the data they contain. | ||
This process helps formulas that summarize table data much easier to understand | ||
To rename your table ensure the Design contextual tab is active and then in Properties group, edit the value in the Table Name field. |
Calculated Columns |
Any calculated columns in SharePoint will not automatically update when exported into Excel. | ||
Although the columns in Excel 2007 retain the datatypes from the exported SharePoint list they do not retain the formulas. |
One Way Synchronisation |
The spreadsheet is updated with a copy of the data from the list | ||
Any changes to the data in Excel 2007 are lost when you refresh the data. | ||
This behaviour is different to Excel 2003 which does allow two-way synchronisation. |
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