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Enhance SharePoint list that contains imported Excel data

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconIn the previous demo Peter Kalmström, CEO and Systems Designer of kalmstrom.com Business Solutions, showed how to export an Excel table to a SharePoint list using the Export to SharePoint button in Excel.

Unfortunately the SharePoint list that is created in the process does not take advantage of all SharePoint features. You can see more about the problems in next article, but in the demo below Peter gives some tips on how to make the new list better adapted to SharePoint:
  • Enable Versioning, so that you can see different versions of the list. This possibility is one of the major benefits with having the data in SharePoint instead of in Excel.

  • Change the default view from Datasheet to Standard.

  • Add an Edit button to the Standard view.

  • Make the view cleaner by not showing all columns.

  • Create more views to show the data from different aspects.

  • Add the list to the Quick Launch.

What cannot be easily fixed is that the SharePoint list that Excel creates will not have the new experience. To get that experience and all the benefits it provides you need to use the Access method.



More demos about moving Excel data to a SharePoint list


Excel icon Data sharing: Excel versus SharePoint

Export an Excel table to a SharePoint list using the Excel Export button

Import an Excel table to a SharePoint list using the Import Spreadsheet app

Problems when exporting/importing Excel data directly from Excel to SharePoint

The Access method to import Excel data to SharePoint

Also refer to the kalmstrom.com Blog post about the Excel-SharePoint tutorials in the series SharePoint Online from Scratch.




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