Sage-Tips

How do I link an Excel table to a SharePoint list?

Navigate to the SharePoint site that contains the list you want to synchronize with Excel. Click the name of the SharePoint list on the Quick Launch, or click Settings, click Site Content, and then locate the list. Click the List tab on the ribbon, and then click Export to Excel.

How do I automatically refresh an Excel spreadsheet in SharePoint library?

Refresh the Excel chart

1. Click on the Refresh button under the ANALYZE tab and select Refresh All.
2. Click on the Refresh All button under the DATA tab.

How do I link an Excel spreadsheet to SharePoint?

Suggestion:

1. Upload Excel and Word document to SharePoint library.
2. Open Excel and choose content you want to insert hyperlink.
3. Go to Word document->Click … ->Copy link.
4. Paste this link to Excel Edit hyperlink window.

Can you import Excel into SharePoint list?

Browse to or enter the File location of the spreadsheet. When done, select Import. The spreadsheet opens in Excel, and the Import to Windows SharePoint Services List window appears. In the Import to Windows SharePoint Services List window, select Table Range, Range of Cells, or Named Range.

How do I refresh a pivot table in SharePoint?

Refresh PivotTable data automatically when opening the workbook

1. Click anywhere in the PivotTable.
2. On the Options tab, in the PivotTable group, click Options.
3. In the PivotTable Options dialog box, on the Data tab, select the Refresh data when opening the file check box.

How do I get a pivot table to update automatically?

Automatically Refresh When File Opens

1. Right-click any cell in the pivot table.
2. Click PivotTable Options.
3. In the PivotTable Options window, click the Data tab.
4. In the PivotTable Data section, add a check mark to Refresh Data When Opening the File.
5. Click OK to close the dialog box.

How do you pivot a list?

To pivot a PivotTable, you drag a field header to a new position in the PivotTable Field List task pane. As you drag the task pane, Excel 2007 displays a blue line in the interior of the target area so you know where the field will appear when you release the left mouse button.

How do I create a custom list in a pivot table?

Right-click anywhere in the pivot table, and select PivotTable Options. Then select the Totals and Filters tab, and make sure that the Use Custom Lists option is checked. Now when we select a region and sort, the pivot table automatically sorts regions in the order defined by our custom list.

How do I publish a pivot table in SharePoint?

Publish the workbook

1. Click the File tab, and then click Save & Send.
2. Click Save to SharePoint.
3. If you want to select individual worksheets or items to publish in the workbook, click the Publish Options button.
4. Choose a location in which to publish your workbook.

How do I create a dashboard from a SharePoint list?

SharePoint Classic Experience

1. If you haven’t already, upload the dashboard into a document library.
2. Open the file, place your cursor in cell A1, then save the file and close it.
3. Update permissions on the dashboard file.
4. Create a page or designate an already-existing page that the dashboard will display.

How to show SharePoint list data in a pivot table?

How to show SharePoint list data in a pivot table. First open excel and go to “Data” in the ribbon and “From other sources”, select “From OData Data Feed”. Copy and paste the URL of the site adding “_vti_bin/listdata.svc” at the end. Select your list when prompted and a pivot table will appear.

How do I publish a pivot table to SharePoint using Pearl?

Now that the Pivot Table is complete, we need to publish it to Excel Services running on Sharepoint. To do this , select the “Pearl” in to the top left hand corner of Excel, navigate down the list to an option called “Publish” and then select “Excel Services”. This will open the “Save As” dialogue box with some additional options.

How do I add a pivot chart to a SharePoint page?

Edit the page and add the “Excel Web Access” web part under the business data category. In the web part properties select the excel document and optionally enter a named item such as a pivot chart or table. Your chart is now on the SharePoint page and can be configured to refresh at intervals.

How do I publish a pivot table to Excel Services?

In the drop down list on the Show tab, select the option called “Items in the Workbook”. Then select the checkboxes next to the “Chart” and “Pivot Table” objects. We only want to publish these objects to Excel Services, not the entire workbook or sheets.