Is there a way to export a specific view having groups as is to excel in SP2016?

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MarwaMostafa-8996 asked · Mar 03 at 11:42 AM

Is there a way to export a specific view having groups as is to excel in SP2016?

Hello,

Our case is that we have SharePoint 2016 and we have custom lists/libraries with views including filtering and grouping.

When we open these views and export to excel, the excel shows data without filtering or grouping so is there a way so as to have the excel identical to what we see in the system?

Or is there some other action to do to achieve this function?

Thank you
Best Regards,
Marwa Mostafa

office-sharepoint-server-development office-sharepoint-server-customization

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Answer 1 · 2021-03-03T14:38:56.197Z

sadomovalex answered · Mar 03 at 02:38 PM

it works like you described by default, but there is workaround for this problem: SharePoint List View - Export to Excel with Formatting and Grouping.

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Answer 2 · 2021-03-04T05:18:20.407Z

ElsieLu-MSFT answered · Mar 04 at 05:18 AM

Hi @MarwaMostafa-8996 ,

Per my test,the Export to Excel function exports data according to the view you choose.Even if you filter on the view of all items, all the data of this view will be exported rather than the data filtered.

So if you want to do a filter, you could create a new view in which only the items you want are displayed. Then the exported item will be the item you want:

And group is currently not supported to be exported to excel. As suggested in the post sadomovalex mentioned, you could create a new view(filtered),export to excel and try to set the grouping in excel:

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MarwaMostafa-8996 · Mar 04 at 01:23 PM

Hi,

And isn't there any other way to export the grouped view even if not in excel (in any other format)?

Thank you
Regards,
Marwa

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ElsieLu-MSFT MarwaMostafa-8996 · Mar 05 at 08:29 AM

Hi @MarwaMostafa-8996 ,

In fact, the export to excel function can only export all columns so far. You could export filtered items by creating a new view as a workaround. However, exporting grouped views directly from the list is currently not supported. What can be done at present is to do some settings in excel to achieve the goal.

I would suggest you go to this SharePoint UserVoice to vote, comment or make your suggestions.

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If my answer is helpful, please click "Accept Answer" and upvote it. :)

Thanks,
Elsie Lu

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