Analyze List Data with Totals and Excel Export
A SharePoint Online tutorial by Peter Kalmström
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 Column Totals.
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:
- In the SharePoint list, click on the Export to Excel button under the LIST tab in
the ribbon. - Click OK and Enable to the warning messages.
- Select how you want to view the data in Excel. Peter chooses the default option, Table.
Excel 2016 from Scratch is also available as book and e-book.
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