Friday, August 31, 2012

Create a List based on a Spreadsheet in SharePoint 2010


Before you import, prepare your data
  • The top row of your spreadsheet should consist of labels or headers. Each label should describe the contents of the data beneath it.
  • Make sure your information is properly separated so that later it can be sorted easily. For example, you may have a column called “Name” that contains the first and last name of a customer. However, you might want to separate that column into two columns, one for “First name” and one for “Last name.”
  • A list should not contain any blank rows, blank columns, or empty cells.
How to convert your data in Microsoft Excel into a table
  1. Click inside the range of data.
  2. On the Home tab, click Format as Table, and then choose any style.
  3. Verify that the correct range of cells is selected.
  4. Make sure the My table has headers check box is selected.
  5. Click OK.
How to import an Excel spreadsheet
  1. Close Excel.
  2. On the Site Actions menu, click More Options.
  3. On the left, click List.
  4. Select Import Spreadsheet.
  5. Click Create.
  6. Name the list and enter a description.
  7. Click Browse and then select the spreadsheet you want to import.
  8. Click Open.
  9. Click Import.
  10. If the Excel icon is blinking on the taskbar at the bottom of your screen, click the icon, and then click the file name of the file you want to import.
  11. For Select Range, click the table range.
  12. Click Import.
Create a list from a spreadsheet in Excel 2010
  1. Open your spreadsheet in Excel 2010.
  2. Select your data. On the Home tab, click Format as Table and then choose a table style you like.
  3. If your data has column headers, click to select My table has headers, and then click OK.
  4. On the Design tab, click Export, and then click Export Table to SharePoint List.
  5. For Address, type the URL for the site.
  6. For Name, type the name you want for the list itself.
  7. For Description, type a short description.
  8. Click Next. And then click Finish.

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