4.13 Copy to Excel

The folders and their metadata can be converted into to Excel. The Excel file can be linked to our contract file, to get an overview of contract payments per contract and to create budgets or forecasts. Feel free to read Chapter 8 - Excel Contract file.

Enter a library and press . You will then receive the following message. Exactly how it appears depends on your browser, but it’s similar to this:

Click OK to proceed. You’ll either have a file automatically downloaded and saved in your downloads folder, or you’ll see a question like this:

Open the file from your Downloads or click Open to open it directly without saving.

Once loaded, Excel should appear in a new window and ask this question:

This informs you that the file uses data connections. This means that the data in the table in Excel is read from SharePoint and this must be cleared by the user.

To proceed, press Enable.

When you open the file, you will see an Excel spreadsheet similar to this:

Here you get all the metadata in a readable format, and you can edit and calculate according to your own needs.

If you want data from several libraries in the same overview, you must enter each library, repeat the above process and then copy and paste into the same table.