How To Upload Excel File To Sharepoint List?

Have you ever needed to upload an Excel file to a SharePoint list, but weren’t sure how to go about it? If so, you are not alone. Uploading an Excel file to a SharePoint list can be a tricky task, especially if you are new to the technology. Fortunately, with a few simple steps you can easily upload an Excel file to a SharePoint list in no time. In this article, we’ll discuss how to upload an Excel file to a SharePoint list and the different methods available for doing so.

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How to Upload Excel File to SharePoint List

SharePoint is a collaborative platform used by many organizations to store, share and manage data. Excel files are frequently used to store data, making it convenient for users to upload or download them to or from SharePoint. In this article, we will discuss how to upload an Excel file to a SharePoint list.

Step 1: Access File in the SharePoint List

To upload an Excel file to a SharePoint list, you must first access the list. To do this, log into your SharePoint account and navigate to the list where you want to upload the Excel file. Once you have accessed the list, click on the “New” button located on the top right of the page. This will open up a window with a list of options.

Step 2: Upload Excel File

On the window that opens up, select the “Upload Excel File” option. This will open up a window that allows you to select the Excel file you want to upload. Select the file and click on the “Open” button. The file will now be uploaded to the SharePoint list.

Step 3: Map the Excel File Data to the List

Once the Excel file is uploaded to the SharePoint list, you need to map the data from the Excel file to the list. To do this, select the “Map” button located at the bottom of the page. This will open up a window that allows you to map the data from the Excel file to the SharePoint list. Select the appropriate fields from the list and click on the “Save” button.

Step 4: Publish the Excel File to the List

Once the data is mapped, you need to publish the Excel file to the list. To do this, select the “Publish” button located at the bottom of the page. This will publish the Excel file to the SharePoint list and the data will now be visible in the list.

Step 5: Verify the Excel File Data in the List

Once the Excel file is published to the list, you need to verify that the data is correct. To do this, open the list in SharePoint and verify that the data is correct. If there are any errors or discrepancies, you can edit the data in the Excel file and re-publish it to the list.

Step 6: Backup the Excel File

Once the Excel file is published to the SharePoint list, it is important to create a backup of the file. To do this, select the “Backup” button located at the bottom of the page. This will create a backup of the Excel file in the SharePoint list. You can then use this backup to restore the Excel file if needed.

Step 7: Delete the Excel File

Once you are done with the Excel file, you can delete it from the SharePoint list. To do this, select the “Delete” button located at the bottom of the page. This will delete the Excel file from the SharePoint list.

Step 8: Download the Excel File

If you want to save a copy of the Excel file, you can download it from the SharePoint list. To do this, select the “Download” button located at the bottom of the page. This will download the Excel file to your computer.

Step 9: Share the Excel File

If you want to share the Excel file with other users, you can share it from the SharePoint list. To do this, select the “Share” button located at the bottom of the page. This will open up a window that allows you to share the Excel file with other users.

Step 10: Lock the Excel File

If you want to make sure that the Excel file is secure and cannot be edited by other users, you can lock it from the SharePoint list. To do this, select the “Lock” button located at the bottom of the page. This will lock the Excel file and prevent other users from editing it.

Related Faq

What is SharePoint?

Sharepoint is a web-based collaboration platform that enables teams to share documents, applications, tasks and calendars. It’s a powerful tool for businesses of all sizes that streamlines collaboration and provides a secure, centralized location for data storage.

Sharepoint is also known as a “content management system,” since it provides users with the ability to store and manage documents, images, and other types of content. It also offers tools for organizing, tracking, and sharing content.

How do I upload an Excel file to a SharePoint list?

Uploading an Excel file to a SharePoint list is a simple process. First, you will need to open the SharePoint list and click on the arrow next to the “Add new item” button. From there, select the “Upload document” option. This will open a window that will allow you to browse for the Excel file you would like to upload. Once you have selected the file, click on the “Upload” button.

Once the file is uploaded, you will be able to view the contents of the Excel file in the SharePoint list. You can also edit or delete the file from the list. If you need to make changes to the file, you can simply save the changes and the file will be updated in the list.

What permissions do I need to upload a file to SharePoint?

In order to upload a file to SharePoint, you will need to have the correct permissions. Depending on your organization’s security settings, you may need to be a site administrator or have specific permissions granted to you in order to access the SharePoint list and upload a file.

If you do not have the correct permissions, you can request access from your organization’s IT department or system administrator. Once you have the correct permissions, you can follow the steps outlined above to upload the file to the SharePoint list.

Can I upload multiple files to a SharePoint list?

Yes, it is possible to upload multiple files to a SharePoint list at once. To do so, simply click on the “Upload multiple documents” option when you are in the list. This will open a window that will allow you to select multiple files to upload. Once you have selected the files, click on the “Upload” button to begin the upload process.

The files will then be uploaded to the SharePoint list and you will be able to view the contents of each file. You can also edit or delete the files from the list.

Can I share an Excel file stored in SharePoint?

Yes, you can easily share an Excel file stored in SharePoint. To do so, simply open the file and click on the “Share” button in the top right corner of the window. This will open a window that will allow you to enter the email addresses of the people you would like to share the file with. Once you have entered the email addresses, click on the “Share” button to send the file.

The people you have shared the file with will then be able to view and edit the file. It is important to note that any changes made to the file will be visible to everyone who has access to the file.

The process of uploading an Excel file to a SharePoint list is relatively straightforward and does not require any special skills. With the help of this article and the steps provided, you should now be able to easily upload and share your Excel files on a SharePoint list. So, why not take advantage of this great feature and start sharing your Excel files today?