Re: How do you export sharepoint forms data to excel

wilkies0106aw — Sun, 02 Mar 2014 09:22:53 GMT

SharePoint libraries already have options to connect to Excel or Access, look on the ribbon of your library.

Thing to note is that if you're connecting to the SP data source live, users will only have access to the data fields that permissions allow.

Option Buttons, by default have values associated with them i.e. 1,2.3 - look at the properties of the control.

Now you know what needs to be reported on and how, sort out your form to make the type of data they want as easy as possible. i.e. Dates. Is a date field on the form published to a library as a date or a single line of text. You might have to create some calculated columns in SP to make reporting even easier and faster.

Depending on the complexity of what you want, you might want to look at a BI SP site type.

How do you export sharepoint forms data to excel

Edward Rodman — Sun, 02 Mar 2014 04:11:14 GMT

Little by little I an figuring it out. So I have successfully published a template to our sharepoint site. Now, after the users fill out the forms, I have to built reports on the data. How do I get access to the data.

I would like to get the raw data into excel and then probably import to a database to join to our other information. How would I create a excel file of the forms that are saved to the SharePoint site?

A lot of my fields are questions with option buttons and the repeating tables containing a product name and most likely option buttons. Thanks for any help.

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Re: How do you export sharepoint forms data to excel

How do you export sharepoint forms data to excel