Can anyone please tell me whether, having created a “private” list view in SP 2013, that view can then be made available to any other users, or whether it really is private?
My scenario is that I’ve linked a SP list to Excel for analysis and reporting, but colleagues seem unable to see the linked data in the spreadsheet when they refresh the link. I’m assuming this is because they cannot see my private view. I’d prefer to keep the view private. Is my assumption right, and if so, what’s the best way to get around this?
Thanks in advance 🙂
WAHEY! That is exactly what I have been trying to do for some time now.
Thank you soooo much.
One happy bunny 🙂
Hi Graeme,
Exporting to Excel is the easiest way view data from excel. However, when you do this all you are really doing is having SharePoint create the query for you. There is no reason why you can’t setup your own excel document and link it to SharePoint using Odata as SharePoint has been an OData producer since SP2010. It’s not something I have done myself, but an example of setting up an OData connection to SP can be found here: http://tavislovell.com/create-a-dashboard-from-your-sharepoint-list-data-using-excel-services-and-the-excel-web-access-web-part/
Thanks for your reply, Dave. Much appreciated 🙂 I’ll follow your advice to make the view public.
As a general point though, am I right in thinking that the only way to link to a SP list from a table in Excel is via “Export to Excel” when viewing the list in SP? A colleague has talked about building data feeds (using OData?), but they are using this for Project On-Line which I suspect has some functionality enabling them to do this which our SP environment does not.
Hi Graeme,
You are correct. When Excel connects to your view specifically it is using the GUID of the view and connecting to that. However, your colleagues do not have access to that view. So no data will show up. Is there some reason that you don’t want them to have access to your view? One thing you could do is create them a public version of your view. There is a problem though. You can’t create a public view from a private view… at least not without a bit of a workaround 😉
If you decide to create a public view based on your private view:
- Create a new view based on your private view
- Using the developer tools of your browser, select the radio button for the disabled Public View option (will be an input element).
- Delete the option: disabled=””
- Next add a new attribute to the input element as follows: checked=”checked”
- Do not change the value to “TRUE”. SharePoint will do that for you after you save.
You can now remove any fields that you do not want them to access and create a new query for them. As long as they have read access to the list, they should be able to see the data.
Hope this helps,
Dave
