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Lists - Excel data turned into a dynamic list Tutorial

Transform your Excel data into a dynamic list with ease! In this video, discover how to minimize input errors and enhance user experience by converting your data into a versatile format within Microsoft Lists. Learn the step-by-step process, from importing Excel tables to customizing your views. Unlock the full potential of your data management today with tips that make collaboration effortless!

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Parteger

Available in Microsoft365

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such as in this example where I am indexing IT incidents in my company,

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it is entirely feasible to convert this table into a list.

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This minimizes input errors and offers a

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more user friendly and customizable layout.

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The only requirement

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is that your data

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must first be converted into a table within Excel.

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On the Microsoft list side,

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I click the create button and then

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under the import section,

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I select Excel.

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Note that it is also possible to import content from

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a CSV file or from another existing Microsoft list.

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In the latter case,

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only the column structure will be imported,

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not the content.

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Next,

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I upload my Excel file.

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If it is stored in a OneDrive space,

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it is possible to link to it directly.

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The name of the Excel table is specified in the top left

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in case your original file contains multiple tables.

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Following this,

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there is a step to review the columns

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with the option to correct the automatically detected types

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or to skip importing a specific column.

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I specify that the description column should be set as multiple lines of text.

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I want to convert the type and priority columns into choice lists.

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Date columns will be recognized as seen here,

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in order to display a mini calendar during data entry.

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Please note that Excel formulas are imported by default as static values.

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Once all columns are reviewed,

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I give my list a name and choose its storage location.

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The list is then created and the data is imported.

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From now on,

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entries will be made through the Microsoft List form,

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which is less prone to input errors and more user friendly.

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The configuration of various views can,

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of course,

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be done later,

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as well as further customization or settings of the columns which

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now benefit from all the features provided by Microsoft Lists.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

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Microsoft Lists - Getting started

Discover how Microsoft Lists simplifies data organization with powerful customization and collaboration features far beyond a basic spreadsheet.

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