Generate Pivot Report from SharePoint List Item

We can generate pivot reports directly from SharePoint list items.

Step 1: Create a new excel file and go to  File> Options > Add- INS

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Step 2: Go to Manage Dropdown> COM Add-Ins > Click on Go Button

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Step 3: select Microsoft Office Power Pivot

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Step 4: Now go to go Power Pivot section and click on manage from the ribbon.

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Step 5: from Manage window click on “Get External Data”, then “From Data Service”, then “From OData Feed” as shown below:

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Step 6: Provide the SharePoint List Web service URL

http://000051D:7777/sites/uat/_vti_bin/ListData.svc/<ListName&gt;

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Step 7: you will get next window listing your list. click on finish button.

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Step 8: it will import all the list items as shown below, then close the window.

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Step 9: choose pivot table from ribbon as shown below:

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Step 10: Select new worksheet to proceed with your Pivot table.

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Step 11: Drag and Drop Rows, Columns, Filters and Values Based on Requirement from right side field lists.

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Step 12: to arrange all the fields, follow below steps:

Right Side Pivot Table Rows Panel  >Right Click on Column Properties > Field Settings > follow the bellow Screen shots:

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Step 13: now you can upload this document into a document library and provide the document link to end user. End user can download the pivot which will get updated dynamically with list items available in the list.

 

 

 

 

 

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