Ryan Clark

Want to view your data in Excel instead? In this guide, I will walk you through different methods of exporting data from a SharePoint list to Excel. Let’s get started. From the SharePoint List View (Standard Method) What’s nice here is that the process is simple and quick. Simply access the list in the SharePoint site where it’s located, and click the export option from the command bar. Once you click export, choose from the options available: After choosing an option, the file download begins right away. If you’ve used the Excel option, it will download a .iqy file, which […]

Can you export a library to Excel? In this guide, I will show you how you can easily export a document library from SharePoint Online to Excel. Let’s get started. What does exporting a library mean? Basically, it allows you to take the data stored in the library and view it in an Excel workbook. Here’s what’s included in the export data: It’s important to note that exporting a library doesn’t include document contents or file versions. In a way, the export gives a snapshot of the data in the library, which can be updated manually in Excel if needed.

Want to publish directly to SharePoint? In this guide, I will give you a walkthrough on publishing an entire workbook straight to a SharePoint site. Let’s get started. Prepare the Workbook Before you can publish your workbook, you need to prepare it first. 🙂 Here’s what you need to do: Even if you limit what people can see in the browser, the entire Excel file is still saved on the SharePoint server. For this reason, always check that there are no sensitive or unnecessary data you don’t want others to see. How to Publish the Workbook Fortunately, publishing a workbook

Not sure how to create a list? In this guide, I will walk you through creating a list in SharePoint Online and how to add data to your list. Let’s get started. What are SharePoint lists? Lists are one of the core features in SharePoint Online, along with document libraries (they’re practically lists. Basically, you can use these lists to organize and manage data in a structured format for various purposes. Here’s what you can do with lists: You would definitely like lists since they’re highly flexible. You can use them in different scenarios — from simple to-do lists to complex project

Can’t find this web part? In this guide, let’s talk about the alternatives to the SharePoint page viewer web part in the modern experience. Let’s get started. What is the page viewer web part? As its name suggests, this web part displays web pages, documents, or folders within a SharePoint page. Basically, you can use it to embed content from external sources without having to leave SharePoint. This was widely used in the classic experience as it’s something like a “catch-all” embed web part. It’s no longer available in the modern experience as there are specialized embedding web parts available.

Want to remove unused or outdated lists? In this guide, I will walk you through deleting a list in modern SharePoint and what happens after that. Let’s get started. Who can delete a list? It’s good that not everyone can delete a list. 😅 Here are the types of users who can delete a list: Unfortunately, if you’re on this list, you won’t be able to delete that list that you’re thinking of. You can check with your SharePoint administrator and ask them to have the necessary permissions. 🙂 If you don’t have the right access, the delete option won’t

You might have already seen this coming. Coauthoring in SharePoint is now possible even with news and pages, not simply with office documents. Let’s talk about this new feature. 🙂 What is coauthoring in SharePoint? From the name, it allows multiple people to work on the same page or news post at the same time. It’s similar to how you can collaborate in Word or PowerPoint but within SharePoint’s environment. 🙂 Here’s what you can expect: The magic here is that teams will be able to reduce the need to take turns to edit the same page. Even if users

Not sure what this group is? In this guide, we will talk about the limited access system group in SharePoint Online and what the benefits are. Let’s get started. What are SharePoint user groups? First, let’s talk about user groups in SharePoint. These are simply collections of users who share the same user permissions and access levels. 🙂 Some common user groups include: These SharePoint groups simplify permission management by allowing you to assign roles to multiple users at once. The alternative is having to change the permissions of individual users — and imagine if there are a hundred. 😅 At the

Need to implement SharePoint? In this guide, I will give you a step-by-step process to ensure a successful deployment of SharePoint Online. Let’s get started. Why create a strategic implementation plan? Like anything else, having a plan gives you a higher chance of smoother operation. 🙂 Here are specific reasons why: From experience, having a strategic implementation plan allows you to anticipate and address challenges. In other words, it sets clear expectations, timelines, and responsibilities so that everyone involved is on the same page. The opposite of this, not having any plan, will have you face setbacks that could hinder

Want to lock a folder? In this guide, I will walk you through the steps of restricting access to a folder in SharePoint Online. Let’s get started. How does it work? Basically, restricting access to a folder allows you to control who can view or change its contents. Here’s how the process works: Any changes done at the site level won’t automatically apply to the folder once you stop inheriting permissions. Because of that, you need to make sure to regularly review the settings and make changes when necessary. 👉 Related: SharePoint Permissions: Best Practices to Implement Restricting Access to