How to export a filtered list to CSV/Excel

Summary

Every list in SharePoint can be exported to CSV or Excel. Lists can also be connected live to Power BI or Excel via Power Query. This article describes how to export a list from SharePoint to CSV or Excel, and explains how filters work during export.

Body

Summary

Every list in SharePoint can be exported to CSV or Excel. Lists can also be connected live to Power BI or Excel via Power Query. This article describes how to export a list from SharePoint to CSV or Excel, and explains how filters work during export.

 

Steps

Exporting a filtered list

To export a list while keeping all filters applied to it, use the Export to CSV option.

  1. Apply all the desired filters to the list. To learn how to filter lists, see this article.
  2. In the toolbar, click Export -> Export to CSV. This will download the list with the columns you currently see and the current filters applied.

    Uploaded Image (Thumbnail)

 

Exporting to Excel

Lists can be exported directly to Excel or Power BI for analysis.

Important: Any current filters will not be applied when exporting to Excel or Power BI, unless they are first saved as a personal view.

 

  1. It is recommended to export from the "All Items" view, since that will contain all available fields to facilitate filtering, sorting, and grouping.
  2. Click on the view you want to use. Only the columns shown will be exported.
  3. On the toolbar, click Export -> Export to Excel or Export -> Export to Power BI

    Uploaded Image (Thumbnail)
     
    • The Export to Excel option will download a Power Query file (Query.iqy). Simply open it in Excel. If asked, click Enable to enable external data sources, and login with your level-2 credentials when prompted.
    • The Export to Power BI option will create a new dashboard in PowerBI.com. Login with your level-2 credentials when prompted.
  4. Both options will keep your spreadsheet or dashboard connected live to TrackMaster. You can refresh the data at any time from the Data -> Refresh All menu in Excel or Refresh button in Power BI.

 

Resources

 

About the Author

Gabriel Mongefranco is a Mobile Data Architect at the University of Michigan's Eisenberg Family Depression Center. Gabriel has over a decade of experience with automation, data analytics, database architecture, dashboard design, software development, and technical writing. He supports U-M researchers with data cleaning, data pipelines, automation and enterprise architecture for wearables and other mobile technologies.

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Details

Details

Article ID: 12364
Created
Tue 7/2/24 1:16 PM
Modified
Wed 6/4/25 1:22 PM
Author(s)
Mohammad Arjamand Ali
Gabriel Mongefranco

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