Step-by-Step Guide: Creating a SharePoint List using Excel
SharePoint Online
Oct 7, 2023 4:30 AM

Step-by-Step Guide: Creating a SharePoint List using Excel

by HubSite 365 about Dougie Wood [MVP]
External YouTube Channel
Pro User

SharePoint OnlineLearning Selection

Maximize data management with SharePoint Lists and Excel! Seamlessly import, connect, and keep your data updated with our comprehensive guide.

In this informative video tutorial, author Dougie Wood details the step-by-step process of merging and managing SharePoint lists and Excel spreadsheets. Leveraging both SharePoint's collaboration and document management capabilities, alongside Excel's robust data handling and analysis tools, can vastly streamline your workflow and enhance your data management practice. Creating SharePoint Lists and then thoroughly integrating them with Excel data is illustrated in detail.

  • SharePoint and Excel are two powerful platforms that serve distinct but harmonizing functions. SharePoint allows for data storage and collaboration while Excel helps with data organization and analysis.

  • To import an Excel spreadsheet to SharePoint, the users have to open the Excel sheet, format it correctly, navigate to the SharePoint site, click on 'Create a List', select 'Import Spreadsheet', and upload the Excel file.

  • Care should be taken to ensure that data imports correctly. Microsoft recommends optimally naming the columns and avoiding blank rows or columns.

Our guide kicks off with importing data from Excel spreadsheets into SharePoint Lists. This crucial task is broken down into digestible steps, ensuring effective application in both SharePoint Online and Office 365. The tutorial further delves into establishing a foolproof bidirectional connection between SharePoint Lists and Excel for real-time data synchronization. Instructions are offered for both offline and online versions of these tools.

Keeping SharePoint Lists constantly updated with Excel data is essential. The video provides expertise on how to proficiently update your SharePoint List with fresh data information from your Excel spreadsheets. To summarize, this comprehensive guide offers all the knowledge and techniques required to effectuate a seamless integration of SharePoint and Excel. This ensures you can manage and analyze your data in an unprecedentedly effective manner.

 

Creating a SharePoint list from Excel isn't as daunting as it may seem. This video provides easy-to-follow instructions to get you started. This process is made even simpler with the use of the SharePoint List Sync app for Excel, that automates the process and eliminates manual copying and pasting.

Exporting Excel data to a SharePoint List, and vice versa, are made surprisingly straightforward with this guide. Mapping the fields from your Excel spreadsheet to SharePoint is a crucial step to ensure seamless data transfer. This video will show you how to do it with minimal hassle for maximum efficiency. You’ll also learn how to manage your SharePoint lists with ease, including instructions on how to edit, update, and delete data.

Synchronizing your Excel data with your SharePoint list data ensures up-to-date information at all times. Boost your productivity by automating this import process using Microsoft Power Automate or other third-party tools. Finally, this video provides you with common issues that can arise when merging SharePoint lists with Excel data and how to fix them.

General Essence: Merging SharePoint and Excel Databases

SharePoint and Excel, both robust products by Microsoft, can be merged together to provide an elevated data handling experience. SharePoint specializes in collaborative data storage whereas Excel offers extensive data organization and analysis capabilities.

By seamlessly interconnecting these platforms, users can import, manage, analyse, update, and export their data efficiently. This integration not only automates many manual processes but also enhances data consistency by providing real-time synchronization between Excel and SharePoint. Whether it's data entry, updates, or deletion, the process becomes much more streamlined and convenient.

Hence, the merger of SharePoint and Excel ist critical for efficient data management and workflow productivity.

Keywords

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