SharePoint is a powerful collaboration platform developed by Microsoft that allows teams to share and manage content, documents, and data. It integrates seamlessly with other Microsoft Office applications such as Word and Excel, enabling users to work with SharePoint data directly within these familiar tools.
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Here's how you can use Word and Excel with SharePoint tables:
Using SharePoint Tables in Word:
Inserting SharePoint Table:
Open Microsoft Word.
Go to the "Insert" tab.
Click on "Table" and then select "Excel Spreadsheet."
A dialog box will appear prompting you to either create a new Excel spreadsheet or insert an existing one.
Choose the option to "Link to a SharePoint List" and follow the prompts to connect to your SharePoint site and select the desired list.
Once connected, select the fields you want to include in your table and click "OK."
The SharePoint table will be inserted into your Word document, displaying the selected list data.
Working with SharePoint Table:
You can work with the SharePoint table in Word just like any other table.
This includes formatting, sorting, filtering, and performing calculations if the data is numeric.
Any changes made to the data in the SharePoint list will be reflected in the linked table in Word when you refresh it.
Updating SharePoint Data:
To update the data in the SharePoint table, you can refresh it directly from Word. Right-click on the table and select "Update Link" or use the "Refresh" button that appears when you click inside the table.
Using SharePoint Tables in Excel:
Exporting SharePoint List to Excel:
Open your SharePoint site and navigate to the list you want to export.
Click on the "List" tab in the ribbon.
Select "Export to Excel."
A query will be created and an Excel file will be downloaded with the SharePoint list data.
Connecting Excel to SharePoint List:
Open Excel.
Go to the "Data" tab.
Select "From Other Sources" - "From SharePoint List."
Enter the URL of your SharePoint site and select the desired list.
Follow the prompts to connect to the list and import the data into Excel.
Working with SharePoint Data in Excel:
Once the data is imported into Excel, you can work with it just like any other Excel data. This includes analyzing, visualizing, and manipulating the data using Excel's features and functions.
Any changes made to the data in Excel can be saved and synced back to the SharePoint list if desired.
By leveraging the integration between SharePoint, Word, and Excel, teams can collaborate more effectively and efficiently by working with SharePoint data in familiar Office applications.
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7 сен 2024
