How to Separate Excel Workbook From SharePoint Updates

Last Updated on October 6, 2024

Want to separate your Excel file?

In this guide, I will show you an easy way of separating your Excel workbook from SharePoint so it won’t receive updates.

Let’s get started.

Table of Contents:

What happens after disconnecting a workbook?

Since you’re thinking about separating your workbook, it’s important to know what happens after you do that. 😅

Here’s what would happen:

Well, the most obvious effect is that the workbook will no longer receive updates or reflect changes made on SharePoint.

But make sure to track while file you’re working on to avoid consistences, and clear labeling offline copies would help.

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There are a few steps to take, but all of them are pretty straightforward.

There are different ways to open your file on the Excel desktop.

The easiest way to do it is to right-click the file > open > open in app:

You can also set Office files to open using their respective desktop apps by default, but it’s a little tedious.

On the opened workbook, open the file menu from the ribbon.

From there, go to the info tab > manage workbook > check out:

Nice! 🙂

From there, all you have to do is go again to the file menu.

There will be a saved as option there and simply select where to save the file on your device:

Now that the file is separated, the local copy will no longer sync with SharePoint, and changes won’t reflect in the original file.

Separating your workbook can cause some issues:

Naturally, collaboration might become difficult with working on a local copy since you won’t get the collaboration features.

Anyway, do you have any questions about separating your Excel file from SharePoint? Let me know below.

For any business-related queries or concerns, contact me through the contact form. I always reply. 🙂