How To Create a SharePoint Online List From an Excel Spreadsheet

hey there luiacobels here thanks for stopping by in this tutorial i'm going to show you how to create a sharepoint online list from data that is stored in a spreadsheet now before we get started if you find this tutorial helpful hit that thumbs up button below and be sure to subscribe to my channel to stay up to date on the latest sharepoint online tutorials and be sure to follow me on twitter and instagram at luigiacobalas to make sure you don't miss out on any of my new content last but not least if you're interested in learning more about the tools that i use to produce these videos check out the links in the description below now let's go ahead and get started all right now the first thing that you want to do is you want to navigate to the sharepoint online site that you want to create your custom list on as you can see here i am on my human resources site and from here you want to go ahead and click on site contents in the quick launch menu here site contents is the place to go in sharepoint to view all of the different elements that exist on your sharepoint site from here you want to go ahead and click on the new button and then you want to click on list now this is going to bring up the create a list menu and you can see here that you have a bunch of different options as to how you can create your list you can use one of the many microsoft templates that are available out of the box so for example issue tracker employee onboarding etc now in this case we are going to create our list by importing a spreadsheet specifically by importing an excel spreadsheet so you want to click from excel and the next thing that you want to do is you want to go ahead and find the file now there's two options if your excel spreadsheet was a file that was stored in your document library you could navigate to that library by clicking on it and look for the spreadsheet in this case the spreadsheet that i want to use to create my sharepoint online list is not in my document library so i'm going to go ahead and click on upload file and just grab that file from my computer now you can go ahead and select the file and click open now you might encounter this message depending on how you have formatted your table so essentially what this message is saying is that you actually need to go into your spreadsheet and define a range of cells as a table so you can see here the instructions are pretty clear open the excel document select the cells that you want to include or the range then select the data and click on format as a table and then you can press refresh or you can just re-upload the file now i'll quickly demonstrate this so this is the file that i want to import so i am just going to press ctrl a to grab my entire range and i am going to go ahead and click on format as a table okay and you can just easily select any one of these templates and this is going to ask you to confirm the range it will automatically grab it for you and you want to check that my table has headers i'm going to go ahead and click ok now i'm going to click save and close out of this file and i will go ahead and click refresh now sometimes you may see what i'm seeing here which is i'm clicking refresh i've performed these steps but it isn't working so what i'll do for demonstration purposes is i'll click cancel and i will start the process over again click on from excel i will go ahead and grab that file again and you can see here that i was not prompted to perform those steps again um i have had instances where clicking refresh just automatically brought me to the screen so uh something to keep in mind if you are seeing the same behavior in your sharepoint online environment now what you want to do here is if you had multiple tables in your spreadsheet you want to go ahead and select the table from this drop-down in this case my spreadsheet only has one table and the name of that table is table one and then what this interface is going to do is it's actually going to allow you to preview the data that you'll be importing and more importantly you can actually change the column data types okay so sharepoint online is intelligent enough to predict the most appropriate data type for that column so you can see here my name column okay this is set to a title column okay you can see here the manufacturer column this is set to a single line of text and clicking on any of these drop-downs will actually allow you to change the data type in case perhaps you want to change it or if sharepoint online got one of these columns wrong now i'll quickly scroll to the bottom here so that i can just show you some other examples so you can see here in terms of cost i want this to be set to a currency so i am going to select currency and sharepoint online had set this to a number so i'll just click on currency here okay and the created you can see here that sharepoint online has selected do not import okay so this was actually a created audit trail that was in my table and sharepoint online is not going to import this because sharepoint online is automatically going to assign a value for each row in this list or each item in this list that will represent the created date which is the same date that you actually import the data okay and last but not least my cost currency which again will be stored as a single line of text now i'm going to go ahead and click next now you're going to be prompted to give your list a name so i am just going to delete the default name that was assigned and call this computer list and put in a description okay and you can choose whether or not you want this list to be displayed in your site navigation so whether you want this to appear in your quick launch i am going to check this so that i could easily access that list and now i'm going to go ahead and click on create and of course depending on how many rows you are importing the import process could take a few minutes i have approximately 800 rows in my spreadsheet so i would expect this to take you know up to one to two minutes to actually import all right and you can see here that the import process has completed uh that actually completed in about a minute for me okay and you can see here all of our columns are listed exactly as we had established them so title manufacturer operating system cost cost center cost currency etc now if you wanted to add columns to this list this list will behave the same as any other sharepoint list so you could easily click on add column okay select your data type and put in the requisite details such as required whether that column should be made available to all lists perhaps on your sharepoint site etc so these lists even though you're creating them by importing a spreadsheet they don't behave any differently than a list that you might create from scratch or from a template so that's it this was just a quick tutorial showing you how to create a sharepoint list by importing a spreadsheet i hope you found this tutorial helpful if you did please like it and be sure to subscribe to my channel to stay up to date on the latest sharepoint online tutorials i'm louis ecobellis thanks for stopping by talk soon

Channel: Lui Iacobellis

Views: 20,799

Keywords: how to create a sharepoint list from excel data, how to create a sharepoint list from excel, how to create a sharepoint list from an excel spreadsheet, how to create a list from excel in sharepoint online, create a sharepoint list from excel, create a sharepoint list from excel file, create sharepoint online list from csv, create sharepoint online list from excel how to create a sharepoint online list from excel data, how to create a sharepoint online list from excel spreadsheet

Id: wM4x1lMABmo

Length: 8min 2sec (482 seconds)

Published: Fri Apr 30 2021