In this video, Phil Gold demonstrates exporting data from a SharePoint list into Excel. Learn how to connect PowerPivot with lists in SharePoint by exporting the list data, and get some pointers about extra steps that may be required.
- [Instructor] Okay, something I want to talk about…for a minute.…So I really like SharePoint List.…I think they're a great way to capture information…and I love how you can add all kinds of custom fields…and perform calculations and use them with alerts…and workflows to automate processes.…I also think that the idea of having custom views…that you can add that will sort the data for you…and filter the data for you however you want it,…being able to make those and stage those views…all over your site to make a better user experience,…well this is terrific.…
I often tell people not to use Excel…if they need to manage information…and make it available for teams.…And in many cases, I recommend that they use…SharePoint lists instead.…However, getting nice visualizations…of this information is not something…that SharePoint currently does very well.…Yeah, there are add-ons that will help,…or you can export information to use…in Microsoft Power BI.…As of the time that I'm writing this class,…if you have SharePoint on premise…
- Define “static snapshot.”
- Recall when to use a SharePoint BI Center.
- Cite the licensing requirements for PowerPivot.
- Describe how to add data relationships.
- Explain what happens when you export a list from SharePoint to Excel.
- Summarize what happens when you expand a filter.
- Describe how you can see data without scrolling.
- Explain how to create a BI Center.