How To Connect a SharePoint List To Excel

This SharePoint Online list tutorial will demonstrate how to connect Excel spreadsheet to SharePoint list. Specifically, it will demonstrate how to connect SharePoint List to Excel and connect SharePoint list to Excel Power Query. To connect excel to SharePoint List means to establish a connection from within a Microsoft Excel spreadsheet to the SharePoint Online list such that data can be retrieved and refreshed on demand. In the Microsoft 365 version of Microsoft Excel, the SharePoint list to excel data connection is pre-built in the Excel data tab. From that connection, users simply need to provide the address of the SharePoint Online site that the list is hosted on and input there credentials. Once you add SharePoint list connection to excel and link SharePoint list to excel, the connection will be saved and you will be able to refresh the data by clicking a button. Note that you can also follow the steps outlined in this tutorial to connect SharePoint list to excel 2016.

It is also important to note that this video does not demonstrate how to display the values of complex SharePoint list column types such as lookup columns or person type columns. In this video, those values will be displayed as [List]. These values can be displayed using Microsoft Power Query. To learn how to do this, watch part two of this tutorial below:

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CHECK OUT PART 2 OF THIS VIDEO:

Timeline
0:00 - Start
0:25 - What does it mean to connect a SharePoint List to an Excel Spreadsheet
1:18 - How to link a SharePoint List to an Excel Spreadsheet
7:55 - How to connect a SharePoint List to Excel Power Query
8:50 - How to change SharePoint List to Excel synchronization settings
10:00 - How to refresh a SharePoint List to Excel connection

#SharePoint #Microsoft #microsoft365

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[yogakarona]

Thanks so much, this tutorial had exactly what I was looking for. Good stuff

[VirginieLouvois]

thanks for the very well structured video. And also for your cristal clear accent. Your English is really easy to understand. Much appreciated !

[Bobsikus]

7:25 most imporant information, thank you, for me pointless then, I wanted to update the list via Excel because it would be much faster ... thank you microsoft for again complicating possibly good thing

[gaguidi]

Very clear, excellent! Thank you very much.

[ChrisSmithFW]

This is great but how can we actually enter data in Excel and have it updated in SharePoint and MS Lists? Really appreciate the help and will subscribe. Very clear and concise; just doesn't fit my exact use case. Thanks a bunch.

[avery]

This was a life saver for me. Thank you!

[jagdishagarwal]

Hi, I was exactly looking for this video, thanks for video. I have a question, I don’t want this share pony info to be displayed and viewed by any other person and just want to use SharePoint master file for searching the values in another xl file

[spencerba]

This is a fantastic tutorial that very concisely explained what I needed and was looking for instructions on for longer than I care to admit. Thank you! Subscribing and following.

[amandaliebig]

How do I make some of the columns in excel not populate as "[List], " but rather the data selected in that column in SharePoint? I noticed some of your columns populated the same way. Great video! Thanks for your help.

[ZestQuest_zone]

Hi Lui, Nice video and very good information. I want to ask what version of excel are you using? Enterprise?
I am using business but I can't access the online services button.

[jacisnerosm]

Thanks for sharing, what about updating the Sharepoint list from excel

[RebekahHowes-gpwz]

Hi, great videos! I have a column where the user can select multiple options, when these feed through to power query/excel, each option creates a new row with the same data but that different column entry. E.g it’s a failure reason and they can select multiple reasons but instead of 1 list entry it shows as 5 in line with the reasons, whereas I just want all reasons separated by a comma in one cell. Can you help please?

[JimHearn]

Great video! Thank you! One question, my SP list has LOOKUP columns and when I create the connection and it pulls the data in, for any LOOKUP column, the value is [Table]. Is there a way to have that data pulled in from the other list? Will it work if I have a connection to that list created? I also have column values of [List] referenced from another list on the same site that doesn't import the values.

[vijaysharma]

Hello, @Lui Thank you for posting this tutorial I have a query similar to this example some of the columns show up as lists instead of names - I have Employee Name, Created By, and Modified by how to fix this please share any solutions

[rachelhutson]

Hi! This was super helpful. Thank you! What happens once the limitation of entries in SharePoint List is maxed out? Do the older entries in SharePoint list automatically delete from the Excel file?

[dj_jazzywhut]

Thanks Lui, this was very helpful, question: can you change columns around in the Spread Sheet if it is pulling data from a source?

[travismcdaneld]

Hey, great video! I'm having an issue where the data being grabbed from sharepoint is sometimes in the form of sharepoint's internal identifiers rather than the actual textual data. For example, a "Fund Title" column is often replaced by "Fund Title ID" and the values are replaced with random numbers instead of text, even though my sharepoint list looks just fine. This is happening to about half of the textual columns I'm importing and I can't find any info online. Any ideas?

[azharsayyed]

Hey your tutorial really helped, need your assistance i have a share point folder where am having a thousand of pdf file with specific naming convention so what i want is to connect that share point with excel so i know what pdf file names are listed there and whenever a new file added so it should add in excel automatically as you explained in tutorial i have followed every step but on navigation page after i put share point link i dont know what to do can u pls assist?

[achinchwadkar]

Great Video -Question - How can we send the data back to SharePoint List from Excel?

[RiaanPretorius]

Hi Lui, thanks for the informative video. For some reason Sharepoint does not com up in my Excel as a Data Source. Do you know how to fix this?