Last Updated on September 10, 2024
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.
Table of Contents:
Prepare the Workbook
Before you can publish your workbook, you need to prepare it first. 🙂
Here’s what you need to do:
- Check the workbook content
- Define named ranges
- Set permissions for specific items
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.
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How to Publish the Workbook
Fortunately, publishing a workbook to SharePoint is simple.
If you want to publish a workbook directly to SharePoint without going out from Excel, here’s what you need to do.
Go to the file tab and then to the save as option:
Unlike older versions of Excel, it’s quite easy now to save an Excel sheet directly to SharePoint.
If the account you’re using in Excel is connected to the SharePoint tenant, there will be a sites option in the save as.
Once you select it, you will be able to browse through the different sites:
Find the site where you want to publish the workbook and then double-click on it.
Once there, select the document library to save the file and you will be able to publish the Excel spreadsheet:
Nice! 🙂
👉 Related: How to Save a Document Into SharePoint (From Word, Excel, and Powerpoint)
If you prefer a drag-and-drop option, or maybe the site is already open in the browser, you can use this one.
Simply go to the document library and click upload > files from the command bar:
You can also drag and drop the Excel workbook directly from file explorer to the document library page in the browser.
After it’s uploaded, you can open the file in the Excel web app (Excel Online) or Microsoft Excel desktop for further editing.
I suggest you check the file permissions to make sure that only authorized users can view or edit the workbook. 🙂
You can then share it with others safely and even put it on a SharePoint page through the embed web part.
👉 Related: How to Make Office Files Open in Their Desktop App by Default
Why Publish the Workbook
Publishing a workbook to SharePoint has several benefits that can make collaboration and file management easier.
SharePoint Online provides centralized access and prevents version control issues from sharing the file through email.
In addition, modern SharePoint allows you to control who can view or edit the workbook to protect sensitive information.
Anyway, got any questions about publishing a workbook to a SharePoint site? Let me know.
For any business-related queries or concerns, contact me through the contact form. I always reply. 🙂
