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
Click OK and Enable to the warning messages.
Select how you want to view the data in Excel. Peter chooses the default
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.