In this SharePoint tutorial, we will discuss how to open SharePoint list in excel or how to export SharePoint list to excel. I will also show, how to update excel from SharePoint list automatically.
Also, we will see how to fix the error, Access to the resource is forbidden excel SharePoint that comes while trying to open SharePoint list in excel.
Now, let us see how to Open SharePoint list in excel. Here, we will connect with the SharePoint Online site from excel.
Now, let us see how to open this SharePoint Online list in excel.
First of all Open a excel file in your desktop.
Then click on Data -> Get Data -> From Online Services -> From SharePoint Online List like below:
Then it will ask you to provide the SharePoint Online Site URL like below, you can provide also the list URL, but you might get an error.
Once you click on OK, it will ask you to enter the Credentials. Here first select Microsoft account.
It will show the Sign-in button if you have not already signed in with an Office 365 account.
Click on the Sign-in button and then it will ask you to enter the user name and password.
Then you can see it will show you Sign in as different user. Then select the SharePoint site where you list exists.
Then click on the Connect button.
Then it will display all the lists and libraries presented in the SharePoint Online site.
Select the particular list, in this case I selected Employees list. In the right site it will display all the columns that includes all the out of box hidden columns also.
If you want to load all the columns, then click on the Load button.
But if you want to load the select columns then click on the Transform Data button like below:
Here, I want to select a few specific columns from the SharePoint Online list.
Once you will click on the Transform Data button, it will open the Excel Power Query Editor from where we can select the columns that we want to display from the list.
Here click on Home -> Choose Columns -> Choose Columns like below:
Then it will Open a dialog box, from where we can Choose Columns.
Here, you can uncheck every column and select only those columns that we required.
Here I wanted to show the below SharePoint list columns:
Once you click on Choose columns, then click on OK. Then Close & Load button from the ribbon, like below:
Now, you can see your SharePoint List data or items will be there in the excel.
This is how we can open SharePoint list in excel.
Once your SharePoint Online list data in excel, the next question is how to update excel from SharePoint list automatically.
Meaning If you insert an item to SharePoint Online list, then it will automatically update excel spreadsheet from SharePoint list.
From the excel spreadsheet, click on Data -> Queries & Connections like below:
Then click on the Refresh icon like below:
This will open the Query Properties dialog box from where we can enable auto update excel from SharePoint list option.
If the properties window did not open, then click on the Refresh icon and then click on … and then click on Properties like below:
Here in the Query Properties dialog box, check the below checkboxes:
- Enable background refresh: Once you enable background refresh, it will refresh and sync list data to excel in the background.
- Refresh every minutes: Here, you can set the interval when you want the refresh to happen. I have set it for 2 minutes. So in every 2 minutes, the refresh will happen and if any new records are there in the SharePoint list, the list item will be synced with the excel.
- Refresh data when opening the file: If you will enable Refresh data when opening the file, then when you will open the excel, it will do the refresh.
- Refresh this connection on Refresh All: Once you enable this option, if you will click on Refresh All button from the ribbon, then refresh will happen.
Click on OK.
Enter a few items to the SharePoint list, and wait for 2 minutes, it will update excel from SharePoint list automatically.
You can see here I have added 3 items to the SharePoint Online list.
Once the automatic refresh will happen, you can see the SharePoint list items have been automatically updated in the excel.
This is how we can update excel from SharePoint list automatically without using flow.
In the beginning, when I was trying to Open SharePoint list in excel, I got an error as access to the resource is forbidden excel SharePoint.
The error looks like below:
Unable to connect. We encountered an error while trying to connect. Details: “Access to the resource is forbidden“.
The error comes because I tried to get data by using the below method,
Data -> From Web and then I enter the SharePoint site URL to connect.
To fix excel sharepoint connection access to the resource is forbidden issue, the ideal way is to connect from Data -> Get Data -> From Online Services -> From SharePoint Online List.
In case you want to check out all the SharePoint connections, then you can go to Data -> Get Data -> Data Souce Settings.
This will open the Data source settings page from where you can see all your data connections.
There you can edit permissions or you can also clear permissions and make the connection again.
This is how we can fix error, access to the resource is forbidden excel SharePoint online.
I also got an error that says, Unable to connect. We encountered an error while trying to connect.
Details: “Microsoft.Mashup.Engine1.Library.Resources.HttpResource: Request failed:”. The remote server returned an error 404 not found.
The error was coming when I give the direct SharePoint Online list URL like below:
To fix this issue, enter the SharePoint site URL and then choose your particular list.
This is how we can fix error, The remote server returned an error 404 not found.
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- How to directly save Excel File into SharePoint Online Document Library
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In this SharePoint tutorial, we learned:
- How to open a SharePoint list in excel
- Update excel from sharepoint list automatically
- Access to the resource is forbidden excel SharePoint
- The remote server returned an error 404 not found excel SharePoint
I am Bijay from Odisha, India. Currently working in my own venture TSInfo Technologies in Bangalore, India. I am Microsoft Office Servers and Services (SharePoint) MVP (5 times). I works in SharePoint 2016/2013/2010, SharePoint Online Office 365 etc. Check out My MVP Profile.. I also run popular SharePoint web site EnjoySharePoint.com