There is a difference between saving the Microsoft SharePoint list out from the Microsoft Excel workbook and saving just the Microsoft SharePoint list. One way is safer because there are protections to prevent accidental renaming of columns in your workbook.
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When it comes to Microsoft SharePoint, most people are familiar with the app. It’s very accessible on a smartphone and you’ll explore the interface without any issues.
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If you’ve created Microsoft Excel data that others in your organization need to view and possibly update, you have many options to share your spreadsheets, lists, or other content. You can share it online using Microsoft SharePoint, through an email by using a template that generates an email sharing link, or by file transfer.
Microsoft Lists makes it easy to share a shared workbook with someone without having to give them the whole file. SharePoint is another choice, but Microsoft Lists is a good choice because you can interact with Lists using Teams.
SharePoint lists are an excellent option for collecting data and scheduling tasks. Once the data is available as a SharePoint list, you can decide who can access and update it. There are only two requirements – you have to format the data as an Excel table and make sure that the data is secured using either fields or columns.
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Hey, in this tutorial I’ll show you how to export an Excel table to a SharePoint list. Along the way, I’ll share a lot of basic information about SharePoint lists so that you can use them in your workflow.
As a Microsoft 365 Business Premium member, you get access to OneDrive for Business and SharePoint. Essential info: You must have Microsoft 365 Business Premium, Standard or Basic. However, you can export from Excel to SharePoint in earlier versions through Excel 2007.
You can follow along with our Excel summary by clicking the link below.
SharePoint allows you to take full control of your content through lists. Let’s explore what these list contain and what each can do for you.
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Do you know about Microsoft List? It’s similar to SharePoint Lists. They’re an easy way to share and track data in your organization with one more level of security.
A SharePoint list is a collection of related data in tabular format, similar to Microsoft Excel. Lists are a way to share data on SharePoint sites and also allow for attachments, such as documents and images. However, lists aren’t just simple lists of information. Lists can take the form of calendars, contacts, announcements, links, surveys and more. List integrations extend to Microsoft Flow, Microsoft Power Apps and Power Automate..
When asked if one is better than the other, there are a few things to think about. SharePoint lists are perfect for fast view of data and keeping everything in one place. This is especially true since Excel is not 100% table driven.
So, if you need a high-quality list with recent data, SharePoint is the solution. Even though SharePoint lists can be shared locally with Excel files, users will reference them and won’t worry about checking the latest version because they’re interfacing with a SharePoint list instead.
People find it difficult to stay on track and know what’s happening with their documents. In contrast, a SharePoint list only contains relevant data that allow you to easily monitor your work. You also don’t need any training or permissions for your team members in order for them to use lists.
SharePoint lists offer version history to help make sure your data is being accurately recorded and trends are accounted for. In addition, SharePoint includes some great security options so you can protect your data. It’s a unique focus, and one that helps you maximize your productivity.
SharePoint allows you to customize lists with multiple view types so that the data is always displayed differently than in an Excel file.
SharePoint is a great service to use if you want to manage data with lots of people viewing and editing it frequently. Let’s create a list in SharePoint using Excel data!
To create a SharePoint list using Excel, follow these steps:
-Click File.-Click New. Next, choose the type of list you want to create so that it matches your needs.
-Next, create columns in a new sheet by choosing the column name and type out each column’s formula.
-Start with column A, which should be named “List Name.”
-Type =Sheets(“Tasks”).Cells(1,”A”) into the formula field. For example, if your list has to complete tasks in order from A-B-C then you might want to type B2=D2 into that field instead.
-Insert cells as needed until your entire spreadsheet looks like this:
Once this sheet is created then scroll down a bit on the ribbon and click Insert Columns. This will add a new row for you then select “Name” on that row and add “Id” as well.
To make the data in your Excel spreadsheet available as a SharePoint list, you must use the Excel Table format. To begin formatting data, click any cell and choose Table from the Tables group on the Insert tab. Note the confirmation option heading, then click OK to proceed.
In Figure A, we see two table objects that are in the same Excel sheet. We want to create a SharePoint list of the rate table in H2:I8 because a couple of managers refer to these rates regularly. They also have permission to change them, but they all need the most up-to-date rates. This is a good example for using a SharePoint list. It’s okay for managers and even employees to see the rate table. It’s altogether another thing for those same people to see the actual sales and commission values for everyone in the organization
Figure A
Let’s import the rate table into a SharePoint list.
Let’s export the rate table to a SharePoint list.
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Click File -> Export in the contextual export menu, which can be found in the Table Design tab.
We have a wizard that makes exporting easier. Simply choose the export table to share point option from the dropdown, and you’ll be prompted for your Microsoft account when it’s necessary, so there’s no waiting period.
In the resulting dialog, enter the SharePoint site address. Enter the entire URL, even if it’s a long one. To find the URL, sign into your Microsoft account, and choose a SharePoint app — such as SharePoint — Choose the Site where you want to create a list in the top-right corner. Then, copy the ‘Web Address’ from the browser to the dialog.
Select your list and provide a custom description (Figure B). Then, click Next.
Figure B
To add a description to your table, simply hover over the table and click on the edit pencil button.
Add a description to your table.
Ensure that the wizard has entered the correct data type for each column (Figure C). Then, click Finish.
Figure C
Be sure to choose the options that will work best for your content.
Enter the data type you want.
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Figure D
Find a list of online tools HERE
Figure D
The new SharePoint list is available at this URL.
With SharePoint, you’ll be able to create and share new lists easily. Just click on the URL to access the list.
As you can see in Figure E, the SharePoint list contains the same rate records as the Excel workbook. At this point, you can edit the new list if necessary. To share it, click on the Share link in the top-right corner. You can enter individuals or groups.
Figure E
The SharePoint list contains the same records as the Excel table does.
Similar to an Excel table, SharePoint lists are also available. The list contains the same records as the Excel table.
Once you’re added to the list, you will be able to see and edit everyone’s data. Make sure to set permissions carefully with those on the list so they know their access levels. Your team members can’t edit permissions or list structure unless they’re on your list too.
Microsoft Lists is a web application that simplifies the creation of SharePoint lists and makes it easy to collaborate with team members. The wizard handles everything and allows you to easily access your lists, whereas Microsoft Lists deals with the social interaction and collaboration features, which requires more work on your part.
SharePoint lists provide a simple, flexible way for people to organize and manage their documents. They’re easy to implement, too!
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