Enter the URL for your SharePoint site.

The first step in the Export to SharePoint List wizard. Select the table and go to the Table Tools Design tab and select the Export command then choose Export Table to SharePoint List. Export the Excel Table to a SharePoint List Make sure you name the table after by going to the Table Tools Design tab and giving it a new name in the Properties section. Another way to turn your data into a table is to use the Ctrl + T keyboard shortcut. Select the data then go to the Insert tab and choose Table. Create an Excel Table for the Dataįirst, the data is going to need to be in a table format. The Export wizard will also guess what SharePoint data types to use for the columns based on the data. If your data already has column names in Excel, then these are also exported to your new SharePoint list. This way, you can avoid the tedious task of creating and assigning data types to columns. You can export data from Excel to SharePoint. If your data already exists in Excel, then there is an easier way to create a new SharePoint list.

Exporting an Excel Table to a SharePoint List

The new list might appear in your site navigation menu, but if not you can use the Site Contents menu item to navigate back to the list from any place on your SharePoint site. You can customize your new list by adding columns, assigning data types to each column and then adding data to the list. You will now have a blank SharePoint list!Īll SharePoint lists contain a Title column, and this should usually be reserved for a field that contains unique values. Give the list a name and description and press the Create button. Creating a New List in SharePointĬreating a new list in SharePoint is easy.įrom the homepage of your SharePoint site, press the New button then choose List from the options. Unlike Excel tables, the columns in a SharePoint list allow you to set a column as a certain type of data like text, number, date, hyperlink etc… A SharePoint list can even contain attachments so you could attach a photo to each employee in your employee details list. If you can organize the data into a table structure, then it can be stored in a SharePoint list. You can use a list to house all your customer contact details, employee details, product pricing etc. SharePoint lists allow you to store data in list format with rows and columns. What is a SharePoint List?Ī SharePoint list is similar to an Excel Table, it’s a container for data. It’s not available with the regular business account. In fact, you’ll have to shell out for the Office 365 Business Premium account if you want to use SharePoint. It’s really only intended for business use so it’s only available with an Office 365 Business account subscription. SharePoint doesn’t come with any of the Office 365 Home products. There’s a lot of customization possible, but I’m just using it to store a couple data lists so didn’t think it was worth spending any time on. This is what you get straight out of the box. I set up my SharePoint site quickly and didn’t bother to edit or customize anything. It’s also a bit like OneDrive in that it can store and manage your files in the cloud, but with some more advanced collaboration features. A sort of Wikipedia style server or information portal. You can think of it as an internal company website (intranet) that can help improve your organization’s data management. It’s a browser based platform from Microsoft that can house all the content (data, files, folders, photos, documents etc.) related to your work to make it easier to share and collaborate with others on the same work. What is SharePoint?Īs the name might suggest, it’s a place to share stuff. In this post, I’m going to share with you what I found out about SharePoint and Excel. I had also come across it in Excel since Excel Tables have the ability to export to SharePoint. I had heard about SharePoint before, but I never really knew what it was. PowerApps can easily connect to and save data to many different data sources, so after a bit more investigating, I decided I would use SharePoint lists to store all the quote data from the app. But even the best Excel based template in the world wasn’t going to solve all their problems.Īfter a bit of investigation, I came to the conclusion that what they really needed was a custom quote app which could be built fairly easily with Microsoft PowerApps. I recently started a consulting job for a construction company to fix their Excel quotation template.

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