Applies To Version(s): 3, 3.5 & 3.7

Overview

This page tells you how to create a standard or datasheet view, how to work/edit in datasheet mode and how to export to spreadsheets.

Create a Standard or Datasheet View

Follow the Getting Here instructions.
Click on Standard View or Datasheet View on the Create View page.
Modify the view settings.
Click OK to save and finish.

Edit in Datasheet mode

Bulk-edit items using a datasheet format. A version of Microsoft Office 32-bit that includes Microsoft Access is required to use this feature.

Open the list or library from the All Site Content page.
Open the List Toolbar Actions menu or the Document Library Toolbar Actions menu.
Select Edit in Datasheet.
Click in a cell to edit an item.
Click in a different cell to save your changes.
Reopen the Actions menu and select Show in Standard View.

Export to Spreadsheet

Export data from a ShareVision list or library to an Microsoft Office Excel spreadsheet on your computer, where you can work with data offline. Microsoft Excel is required to use this feature.

Open the list or library from the All Site Content page.
Open the List Toolbar Actions menu or the Document Library Toolbar Actions menu.
Select Export to Spreadsheet.
Click Save to save the file on your computer or Open to view the exported file.
Click Enable to allow the data connections.
Follow the ShareVision login/password prompt and click Okay.

Related Articles

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Working In And Creating Datasheet Views
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Mark as Read and Comments Use Case
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Export to Excel Use Case
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How to Enable Compatibility Mode

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