How do I display an up-to-date excel table in a SharePoint site?

Question

I am making a SharePoint site used by members of my organization to be able to submit change requests. I have a Microsoft Form that successfully populates an excel file with the change request data, but I am having trouble displaying this data on the site.

I tried using a list, but I wasn't able to get the list to stay up to date with the excel file. It would be up to date only at the moment of import and wouldn't display any entries added afterwards. My goal is to display only select columns from the excel document in a table format and have it display new entries into the excel file. Ideally, I want the users to be able to click the table column headers to sort the change requests by that particular column.

I also tried following the instructions here but when I clicked Add a Web Part, I could not see any category named Business Data and could not complete the instructions to add the web part.

Is there any way to do this?

Answer 1

Hi,

I'm Taiwo and I'd be happy to help you with your question. In this Forum, We are Microsoft consumers just like yourself.

To display an up-to-date Excel table in a SharePoint site, you can use the Excel Web Part. Here's how you can set it up:

• Upload the Excel file to a document library in your SharePoint site. Make sure the Excel file contains the data you want to display in the table.
• Navigate to the SharePoint page where you want to display the Excel table.
• Edit the page and click on the "+" icon to add a new web part.
• In the web part menu, search for "Excel" and select the "Excel" web part.
• Configure the Excel web part by clicking on the "Add Excel workbook" button.
• Choose the option to "Upload a workbook" and select the Excel file you uploaded to the document library.
• After uploading the workbook, you'll see a preview of the data in the web part configuration panel. You can select the specific range or table you want to display in the web part.
• Customize the display options for the web part, such as choosing which columns to show, sorting, filtering, etc.
• Save the changes to the web part and exit the edit mode of the SharePoint page.

The Excel web part will display the selected range or table from the Excel file on the SharePoint page. Any updates made to the Excel file will automatically reflect in the web part, ensuring the displayed data stays up to date.

I hope this helps ;-), let me know if this is contrary to what you need, I would still be helpful to answer more of your questions.

Best Regards, Thank You.

Answer 2

There's no excel web part in modern Sharepoint. Taiwo might mean the "file and media" web part which allows you to embed a file, but why not submit directly from the form to a list and bypass the excel file? Easy to set up in Power Automate - reply if you need instructions. If you still need the excel file you can also have the form populate the list and then the list update the excel file automatically.

Form > list > excel

Answer 3

So I attempted to set it up in Power Automate but was unsuccessful. I've never used the Power Automate feature in the past so I have limited experience with it. I tried following some instructions online, but I think much of the answers were a few years old and didn't match what I was doing. If you could share the instructions, that would be very helpful.

Do you know if Power Automate runs on the cloud or if it will need to be ran manually?

Answer 4

Hi Taiwo,

Thanks for taking the time to reply.

I tried your steps, but I could not find an Excel Web Part. I tried this in a Wiki Page and a Web Part Page to see if it would work on one of them. I had the exact same result on both. I will describe what happens when I try to add the web part to the Wiki Page.

I click the Insert tab and there is an option there for Web Part. I click the Web Part button which brings up a menu with a "Categories" and "Parts" section as per this screenshot:

![](https://learn-attachment.microsoft.com/api/attachments/279b0507-542a-4542-ad79-bd0f85a71d1c?platform=QnA

This is exactly the same thing I see if I create a Web Part page and try to follow the same steps there. As you can see, there is no option for "Excel" or "Excel Web Part".

Do you know why this might be?

Additional Info

My Excel file is located in the folder Documents/Form Data so it is already uploaded in the SharePoint, I just can't find the Excel Web Part to add.