an earlier article we showed how to create a Hours Worked
column in a modified SharePoint Issue Tracking list. When
you have such a column you of course want to analyze the
data in it, and we will look at a few ways to do that in
this and the following articles.
In the demo below Peter Kalmström, CEO and Systems Designer
of kalmstrom.com Business Solutions, shows how to add a
Total to a list column. For a more detailed explanation,
refer to an earlier article about
Peter also shows how to export a list to Excel and how to
visualize data with the Excel Quick Analysis feature.
Export a SharePoint list to Excel
It is very useful to export SharePoint lists to Excel to
take advantage of Excel's capacity for analysis and visualization.
You should however be aware that data can only be changed
in SharePoint. Any changes you make in the SharePoint list
will be reflected in Excel, but it is not vice versa.
All the columns of the SharePoint view you export will be
included and visible in Excel. You will also have two extra
columns, Item Type and Path.
Steps to Export a SharePoint list to Excel:
the SharePoint list, click on the Export to Excel button
under the LIST tab in
Click OK and Enable to the warning messages.
Select how you want to view the data in Excel. Peter
chooses the default option, Table.
Now you can start using the Excel analysis tools on your
data. Peter shows how to use the Quick Analysis bars, and
he will show more in next demo.
you want to learn more about analysis and visualization
in Excel, please refer to our Tips series Excel 2016 from Scratch,
which is also suitable for earlier versions.