Integrate SharePoint with Microsoft Excel

Appy Pie Connect allows you to automate multiple workflows between SharePoint and Microsoft Excel

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About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Want to explore SharePoint + Microsoft Excel quick connects for faster integration? Here’s our list of the best SharePoint + Microsoft Excel quick connects.

Explore quick connects

Looking for the Microsoft Excel Alternatives? Here is the list of top Microsoft Excel Alternatives

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Connect SharePoint + Microsoft Excel in easier way

It's easy to connect SharePoint + Microsoft Excel without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

  • Actions
  • Add Row to Table

    Adds a new row to the end of a specific table.

How SharePoint & Microsoft Excel Integrations Work

  1. Step 1: Choose SharePoint as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Excel as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from SharePoint to Microsoft Excel.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SharePoint and Microsoft Excel

  • SharePoint is a platform for cplaboration and information management. It includes a web-based interface, a portal, and a web content management system (WCM.
  • Microsoft Excel is a spreadsheet program used for storing and analyzing numerical data. It offers statistical analysis capabilities and permits to create charts and graphs based on the cplected data.
  • Integration of SharePoint and Microsoft Excel:
    • The integration of SharePoint and Microsoft Excel allows to easily extract and integrate data from Excel into SharePoint lists and libraries. This makes it easier to share data with users who do not have access to Excel. The integration also eliminates the need to transfer the information into different systems. It frees up time and increases efficiency as users no longer have to manually update data in both systems.
    • The integration enables you to schedule automated tasks such as refreshing the database, sending emails to users who have changed their status or creating alerts. This enables you to reduce time spent on routine tasks, freeing up more time for other activities.
    • It simplifies the process of searching for and accessing data as users can directly open Excel spreadsheets and workbooks. Users also benefit from the built-in functionality of Power Pivot that allows them to easily create pivot tables and analyze data using different formulas and functions.
    • Microsoft Excel supports advanced features such as conditional formatting, number formatting, custom number formats, sparklines, hyperlinks, date calculations, data validation rules, dropdown lists, check box fields, matrix reports, print area ranges, auto filters, named ranges, calculated fields, table calculation, Slicers, 3D Maps, etc. All of these features improve the security of your company’s sensitive data.
    • The integration between SharePoint and Microsoft Excel enables you to perform several tasks simultaneously without switching between applications. You can bulk update multiple items at once or create individual records while connected to SharePoint through Microsoft Outlook 2010 or Outlook Web App (OWA.
    • The integration between SharePoint and Microsoft Excel provides the option of creating customized worksheets that are specific to your organization’s needs. You can use this feature to create custom views for dynamic rendering of data in the browser or on mobile devices. This feature also enables you to send customized report layouts using email messages.

    The process to integrate SharePoint and Microsoft Excel may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm