Excel Update Problems
Posted: Tue Jan 21, 2025 9:52 am
If you regularly export dynamic data that is frequently updated in SharePoint, you may experience issues with Excel's ability to refresh the data. The one-way (internet) connection between SharePoint and Excel is not always perfect, so keeping the data in sync may require manual updates.
Restricted permissions
Not all SharePoint users have the same permissions. This can make exporting difficult for those who have access to the files but are not site administrators. Make sure that users who need to export data have the appropriate permissions to avoid confusion and blockages.
Limited format
Although SharePoint exports data to Excel, it doesn't always transfer formatting such as color codes, filters, conditional formatting rules, or custom column widths. This lack of transfer can lead to inconsistencies in your presentation. As a result, you may have to spend more time manually reorganizing and formatting data. This slows down your workflow.
Inconsistent user experience
Users may experience different levels of performance when accessing SharePoint through chief vp compliance email list different web browsers. This inconsistency can affect the way data is displayed or the features available. To avoid unexpected complications, it is essential to standardize the use of browsers within teams.
While these pain points can be frustrating, knowing and implementing advanced Excel Tricks solutions can make all the difference.
Pro Tip: Microsoft Power Automate lets you set up flows that automate the process of exporting SharePoint lists to Excel.
We have some alternative recommendations, too, if you want to have all your data in one place without complex export and import procedures.
Restricted permissions
Not all SharePoint users have the same permissions. This can make exporting difficult for those who have access to the files but are not site administrators. Make sure that users who need to export data have the appropriate permissions to avoid confusion and blockages.
Limited format
Although SharePoint exports data to Excel, it doesn't always transfer formatting such as color codes, filters, conditional formatting rules, or custom column widths. This lack of transfer can lead to inconsistencies in your presentation. As a result, you may have to spend more time manually reorganizing and formatting data. This slows down your workflow.
Inconsistent user experience
Users may experience different levels of performance when accessing SharePoint through chief vp compliance email list different web browsers. This inconsistency can affect the way data is displayed or the features available. To avoid unexpected complications, it is essential to standardize the use of browsers within teams.
While these pain points can be frustrating, knowing and implementing advanced Excel Tricks solutions can make all the difference.
Pro Tip: Microsoft Power Automate lets you set up flows that automate the process of exporting SharePoint lists to Excel.
We have some alternative recommendations, too, if you want to have all your data in one place without complex export and import procedures.