How To Create A Sharepoint List From Excel File?

Excel is an invaluable tool for organizing and presenting data, but sometimes it’s not the most efficient way to share information. Fortunately, there is an easy way to create a SharePoint list from an Excel file. This guide will provide an overview of the process, as well as step-by-step instructions on how to create a SharePoint list from an Excel file with ease. Whether you need to share data with colleagues, clients, or other stakeholders, you’ll be able to quickly and easily create a SharePoint list from an Excel file.

How to Create a Sharepoint List From Excel File

SharePoint is a powerful platform used by organizations to share and collaborate with colleagues, customers, and partners. It is also a great way to store and manage data. One of the most popular ways to manage data in SharePoint is by using lists. A list is a collection of related items that can be added, edited, and deleted. One of the most powerful features of SharePoint is the ability to create a list from an Excel file. This tutorial will explain how to do this.

Preparing the Excel File

The first step to creating a list from an Excel file is to prepare the file. This means making sure that the data is in the correct format and that the column headings are correct. Here are some tips for preparing an Excel file:

• Ensure that the column headings are accurate and descriptive.
• Check that all data is correctly formatted (e.g. dates should be in the correct format).
• Check that all data is in the same format (e.g. all numbers should be the same type).
• Remove any blank rows or columns.
• Check that all data is spelled correctly.
• Save the file as a .csv file.

Creating the List

Once the Excel file has been prepared, it is time to create the list. To do this, open the SharePoint site and navigate to the list you want to create. In the top right corner, click on the “New” button and select “List” from the drop-down menu. This will open the “Create a List” page.

Step 1: Give the List a Name

The first step is to give the list a name. This should be descriptive and easy to remember. Once the name has been entered, click the “Create” button.

Step 2: Select the Data Source

The next step is to select the data source. This is where you will select the Excel file that you prepared earlier. Click on “Browse” and select the file from its location. Once the file has been selected, click “Next”.

Step 3: Map the Columns

The next step is to map the columns from the Excel file to the SharePoint list. This is done by selecting the appropriate column from the Excel file and mapping it to the correct field in the SharePoint list. Once all the columns have been mapped, click “Next”.

Step 4: Import the Data

The final step is to import the data from the Excel file into the SharePoint list. To do this, click the “Import” button. This will import all the data from the Excel file into the SharePoint list.

Managing the List

Once the data has been imported, the list can be managed in the same way as any other list in SharePoint. This includes adding, editing, and deleting items. To add an item, click on the “New” button in the top right corner and enter the required information. To edit or delete an item, select the item and click on the “Edit” or “Delete” button.

Using Views

SharePoint also allows you to create custom views of the list in order to better manage the data. This can be done by clicking on the “Views” button and selecting “Create View”. This will open the “Create View” page where you can select the columns to display, as well as set any filters or sorting options.

Using Filters

SharePoint also allows you to filter the list in order to find specific items. This can be done by clicking on the “Filter” button and entering the criteria you would like to filter by. This will display only the items that meet the criteria.

Using the Excel Web App

SharePoint also allows you to view the list in the Excel Web App. This is a web-based version of Excel that allows you to view the list in a spreadsheet format. To access the Excel Web App, click on the “Open in Excel” button. This will open the list in the Excel Web App where you can view, edit, and manage the list.

Frequently Asked Questions

What is SharePoint List?

A SharePoint list is a collection of data that is stored in a SharePoint site. It is similar to a database table in that it stores data in rows and columns, but it is easier to set up and use than a database table. SharePoint lists can be used to store information such as contacts, tasks, events, and documents. SharePoint lists are also customizable and searchable, making them a great way to store and manage data.

SharePoint lists can be used in a variety of ways, such as tracking customer contacts, creating project task lists, or even creating an inventory system. SharePoint lists are also easy to share with other people, making them a great way to collaborate with colleagues.

How to Create a Sharepoint List From Excel File?

Creating a SharePoint list from an Excel file is easy and can be done in a few simple steps. First, open the Excel file and select the data that will be used in the list. Once the data is selected, click the “Save As” button and choose “SharePoint List” as the file type. Then, enter a name for the list and click “Save”.

The list will then be created in the SharePoint site, and the data from the Excel file will be added to the list. The list can then be customized by adding columns and setting permissions. Once the list is set up, it can be used to store and manage the data from the Excel file.

What are the Advantages of Creating a SharePoint List From Excel File?

Creating a SharePoint list from an Excel file offers several advantages. First, it makes it easier to store and manage data in a SharePoint site. The data is stored in a structured format, making it easier to search and access. Additionally, the list can be customized to meet the needs of the user, such as adding columns or setting permissions.

Another advantage is that the list can be shared with other people. This makes it a great way to collaborate with colleagues on projects or tasks. Additionally, SharePoint lists can be integrated with other applications, such as Microsoft Teams and Outlook, making it easy to access the data from anywhere.

What are the Limitations of Creating a SharePoint List From Excel File?

Creating a SharePoint list from an Excel file does have some limitations. For example, the data in the list is static, meaning that it cannot be changed after it has been imported. Additionally, the data in the list cannot be exported to an Excel file.

Another limitation is that it is not possible to use formulas in a SharePoint list. This means that calculations such as sums, averages, and counts cannot be applied to the data. Additionally, the list cannot be connected to external data sources, such as a database, making it difficult to keep the data up-to-date.

Are SharePoint Lists Secure?

SharePoint lists are secure and can be configured to have different levels of access. By default, SharePoint lists are private and can only be accessed by users with the appropriate permissions. Additionally, list items can be set to have specific permissions, allowing users to view and edit only the data that they are authorized to access.

SharePoint also offers several security features, such as encryption and multi-factor authentication. These features help to ensure that data in the list is secure and that only authorized users are able to access it. Additionally, SharePoint sites are monitored for any suspicious activity, making it difficult for hackers to access the data.

What is the Difference Between a SharePoint List and a Database Table?

A SharePoint list and a database table are both used to store data, but they are different in many ways. A SharePoint list is easier to set up and use than a database table, and it is also customizable and searchable. Additionally, SharePoint lists can be shared with other people, making them a great way to collaborate with colleagues.

Database tables, on the other hand, are more powerful than SharePoint lists and can be used to store large amounts of data. Database tables also allow for calculations, such as sums and averages, and can be connected to external data sources. Additionally, database tables are more secure than SharePoint lists, as they can be configured to have different levels of access.

Create a SharePoint List from Excel

After following the steps outlined in this article, you now have the necessary tools to successfully create a SharePoint list from an Excel file. Not only will this save you time, but it will also add an extra layer of organization to your data. With a few simple clicks, you can turn an Excel file into a SharePoint list and easily share it with other users. Leveraging the power of SharePoint to manage and organize your data is an invaluable skill for any professional.