13 July, 2012

Export to spreadsheet is missing in survey list-SharePoint 2010

You can use surveys to ask people what they think about issues, how to improve your processes, and many other topics. You can collect the results by using several different types of questions, such as multiple choice, fill-in fields, and even ratings.
As we use Microsoft excel on quite regular basis and very used to with it, we need to see every application in the excel and makes every desperate effort to view it but now the issue is while exporting survey data to excel, we need that option i.e. ‘EXPORT TO SPREADSHEET’ and this seems to be missing.
How to troubleshoot this issue?
I will brief here number of steps by which you can troubleshoot the issue and let me know me know in case of any queries/questions.
·         You should have office application (Office 2010/Office 2007) should be installed on your client machine.
·         Make sure that 'SharePoint Server Enterprise Site Collection features' should be activated at the site collection level.
·         Are you logged in as site collection admin or site owner? What are your permissions on the site? Also, try opening IE in "Run as administrator" mode and see if that makes a difference.
·         Make sure that you have to check the option (i.e. export to spreadsheet) on a actual survey list and not on a web part
·         make sure that on the Survey page, the view on right-hand corner is set to "Overview"
·         On the actual survey list-make sure the proper view is selected inside the web part options: How to check this:
§  Open the survey list in which you are facing the issue
§  Edit page
§  Modify shared web part
§  Under the selected view option
§  Select 'current view' and click on apply
·         Try saving the survey list as a template and create a new one based on the same
·         try to create a access view/standard view by using the following steps:
§  Go to any list and click on create view
§  Copy that URL
§  Go back to the survey list now
§  Settings
§  List settings
§  Copy the url from the browser (i.e. List=)
§  Paste it in the create view (first step)
§  You will get the create view page
Please let me know in case of any further queries. I would be more than happy to help you as well as resolves your issues. Thank you.

26 comments:

  1. For me, the overview.aspx is not in the dropdown of the views. It looks like it got corrupted or something. If I type overview.aspx on the path, the page does appear, but without Export to Excel option. If I rebuild the overview.aspx, it actually creates overview1.aspx with Export to Excel option, but with incorrect number of responses. It only shows 30 responses out of 80.

    ReplyDelete
  2. while creating the overview.aspx view, are you creating it from the existing view or totally new view?

    after creating the view, did you check the appro. columns which contains the data?

    Please let me know the results, Thank you

    ReplyDelete
    Replies
    1. hey, here's the conclusion I got to after banging my head on the table for some time.... If you set a view as the default view, then the "Export to spreadsheet" option will appear in the Actions menu.

      Hope this helps

      Delete
    2. This helps. Thanks a lot.

      Delete
    3. Spot on. Opened in Designer, set view as default, and the Export to Excel feature appeared in the Actions menu.

      Delete
  3. I created one surevey, in which there are different questions. I created one "rating scale" type question, which has many sub-question. When I tried to export to spreadsheet, it succeeded, but it is not giving any data for "rating scale" type questions. they are coming blank though users have filled values while filling the surveys.

    ReplyDelete
  4. There are 25 sub-questions for "rating scale", but only for first sub-question value is coming in excel, others are coming blank.

    ReplyDelete
  5. Did you select the all check boxes while exporting the Survey?

    If you create a new view and try to export by selecting all the check boxes for which we required the data then what happened?

    Please check and let me know, Thank you

    ReplyDelete
  6. For Survey, We can not create new View.. When I try for export to excel any survey its not giving any option to select checkbox. I just have simple survey having one "rating scale" question. In that there are 3 sub-question, but in excel only for one sub-question data is coming. data for others is coming blank.

    ReplyDelete
  7. Hi Amol,

    This is Iqbal Sayed. I am unable to see "Export to spreadsheet" option when selecting the "All Responses" view. Is this something we can solve from GUI ?

    ReplyDelete
    Replies
    1. Is this restricted to this list only/ same behav. across all survey list?

      Delete
  8. wonderful info! very detail and descriptive...

    ReplyDelete
  9. hello Anmol, I am a beginner with Sharepoint. for one of my Lists, the Export to excel feature has gone missing (it used to be there). I am not able to follow the steps you have mentioned in this post. (not sure if I have the same problem that you have solved through this post).

    will the steps remain the same?

    ReplyDelete
    Replies
    1. Okay, Understood. what i can suggest is- If the feature was there previously then what kind of changes happened and suddenly this got disappeared.

      is this list has been customized?

      Does the same problem happening for other list as well ? if you are not sure then try to create a new list, like the same that you have and check the results.

      Are your colleagues also facing the same problem? This might be office specific problem also!

      let me know the results, thank you.

      Delete
  10. thanks for writing!
    well, I am not sure if anything changed. i did not create this list originally. Other people have the same problem.
    surprisingly, there is another list for which the feature is working, I can export to excel.

    but there is this difference:
    The one which is working fine, is directly under a Tab - Members
    there is no option to edit web parts
    There exists a View menu (with 2 views)

    the one not working:
    can be edited
    has no Views menu

    I am not sure if this information is sufficient to debug. also is there a setting I need to check?

    Thanks!

    ReplyDelete
    Replies
    1. * I think this is web part problem.

      lets do one thing-

      -Open the site
      -site action
      -view all site content
      -Under the list section- you will find that list
      -click on it and then check the results as are you getting those options or not

      let me know the results, Thank you.

      Delete
  11. Hi,

    so i followed all the steps and still no "Export to Excel" option appearing in the actions Menu.

    some additional information:

    1. The List is given as a link in one of the Webparts, if you follow the link it takes you to actual List. (no "Export to Excel" appears)
    2. I f I directly go to the list, from All site contents - same thing - no "Export to Excel" appears. I think both operations are equivalent.

    thanks!

    ReplyDelete
    Replies
    1. Thank you for this detailed info! Please refer the following steps and let me know the end result. Thank you again.

      Delete
  12. Amol,

    some additional info:

    1. The List is of type Contacts
    2. It is inserted in a Links Webpart by means of a link - however you access the List, the options do not show up.
    3. I have full control on the Sharepoint site.
    4. I have another tab of type - people and Groups, and the feature "export to excel" appears here in the Actions menu.

    hope this info can lead to any clues.

    Thanks again!

    ReplyDelete
    Replies
    1. Okay. understood.

      lets check by this way-

      -open the list
      -settings
      -list settings
      -scroll towards the bottom
      -create a view
      -select datasheet/excel spreadsheet option
      -click OK

      once the view will be created then check the results again.

      keep me posted! Thank you.

      Delete
  13. well, I followed the steps until Create a View.
    the option datasheet/excel spreadsheet is not seen.
    I see the following options: 1. Standard view 2. Calendar View 3. Gnatt view

    I also went ahead and created a standard view - but the same result, export to excel feature does not appear.

    Thanks!

    ReplyDelete
    Replies
    1. -First way-

      Okay, save the list as template.

      -Open the list
      -settings
      -list settings
      -save the list as template

      Once your save then it will be saved in list gallery

      now try to create it again by giving some different name

      when you will click on create new list then you will see this list under the multiple list section

      once u will create a list then please check the results.

      Second way-
      Create a new contact list - completely blank. (no need to create columns also)

      Once this list will be created then make sure the "export to spreadsheet' option is there

      after this confirmation,

      -open the site
      -site actions
      -site settings
      -content and structure
      - select the original list and click on it
      -This process will open its items in the right side
      -actions from the top- select all
      -copy
      -it will give you dialog window to select the destination list
      -select the list that you just created.
      -click ok

      now check the option is coming or not! keep me posted, thank u

      Delete
    2. Any results? / any queries on any of the above mentioned steps?

      Delete
  14. Hello Amol,

    sorry I was side tracked by other activities.
    I tried the Option 2 minutes ago, so I created a new Contact list and checked if the "Export to Excel" option appears.
    But it did not :(

    for the first option, I have saved the Contact List as a template. When I create a new one, I don't see any options to use the template to build this new list.

    Thanks!

    ReplyDelete
    Replies
    1. Lets do one thing:-

      -Open one blank excel spreadsheet from your desktop
      -create the same set of columns that you required
      -enter the data only for first row only and save it on to your desktop.

      Once this is done-
      -Open the sp site
      -site actions
      -Create list section
      -On that page, you will get the option of 'import spreadsheet'
      -select the spreadsheet that we have just saved on your desktop and click OK

      By this way, a new list will be created.

      Now check the results as getting the option or not! keep me posted. Thank you.

      Delete
    2. Any results? Do let me know so that we can discuss and proceed further, Thank you.

      Delete

Your feedback is always appreciated. I will try to reply to your queries as soon as possible- Amol Ghuge

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