App Tutorial

Convert Google Sheets Pivot to Excel: A Step-by-Step Guide

author
Jason Gong
App automation expert
Apps used
Google Sheets
LAST UPDATED
March 21, 2024
TL;DR

Converting a Google Sheets pivot table to an Excel pivot table involves first downloading the Google Sheet as an Excel file, then recreating the pivot table in Excel to ensure compatibility with Excel's advanced features. This process ensures data integrity and leverages Excel's robust pivot table functionalities.

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Convert Google Sheets to Excel

Converting Google Sheets to Excel is a straightforward process that can be accomplished directly within Google Sheets or via Google Drive. This conversion is essential for users seeking compatibility with Excel's specific features or working environments that mandate the use of Excel files.

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How to Convert Google Sheets to Excel

To convert a Google Sheet to an Excel file, follow these steps:

  1. Open the Google Sheets file you wish to convert.
  2. Click on File in the top menu.
  3. Hover over Download, then select Microsoft Excel (.xlsx).
  4. The file will automatically download to your computer in Excel format.

Alternatively, if the file is stored in Google Drive:

  1. Right-click on the Google Sheets file in Google Drive.
  2. Select Download, and it will automatically convert to Excel format and download.

Export Pivot Table to Excel

Exporting a pivot table from Google Sheets to Excel involves converting the entire sheet to Excel format, as detailed above. However, if you're looking to maintain pivot table functionality, ensure that your Google Sheets pivot table is compatible with Excel's pivot table features.

Discover how to enhance your data analysis with Google Sheets addons and automations. Learn more on our blog.

How to Export Data from Pivot Table

To export data from a Google Sheets pivot table for use in Excel, you might need to convert the pivot table back into a standard data set. This process is not directly supported in Google Sheets but can be achieved in Excel:

  1. Copy the pivot table in Google Sheets and paste it into an Excel sheet.
  2. Use Excel's Paste Special feature to paste the data as values.

This method converts the pivot table into a static data set, which can then be manipulated or converted into a new pivot table in Excel.

For advanced pivot table features, it's recommended to recreate the pivot table in Excel to take full advantage of Excel's pivot table capabilities.

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Automate Google Sheets Tasks with Bardeen

Converting Google Sheets pivot tables to Excel and managing complex data across platforms can be streamlined with automation. While direct conversion of pivot tables might require manual intervention, Bardeen offers automation playbooks that facilitate data manipulation and transfer between Google Sheets and other platforms, enhancing productivity and data analysis capabilities.

Explore these examples of how Bardeen can automate tasks related to Google Sheets:

  1. Copy an Airtable to Google Sheets: This playbook simplifies the process of transferring data from Airtable to Google Sheets, making it effortless to consolidate data for analysis or reporting.
  2. Copy a newly created Asana task to Google Sheets: Automate the capture of task details from Asana directly into Google Sheets, enabling real-time project tracking and data organization.
  3. Export All HubSpot Products to a Google Sheets Tab: Streamline your product management by automatically exporting HubSpot product details into a Google Sheets tab, facilitating easier access and analysis.

Leverage these Bardeen playbooks to optimize your workflow and make data handling more efficient. Get started today by downloading the Bardeen app.

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