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!

02:08
31 views

Available in Microsoft365

00:00:04

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

00:00:09

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

00:00:13

This minimizes input errors and offers a

00:00:16

more user friendly and customizable layout.

00:00:19

The only requirement

00:00:21

is that your data

00:00:22

must first be converted into a table within Excel.

00:00:27

On the Microsoft list side,

00:00:29

I click the create button and then

00:00:31

under the import section,

00:00:32

I select Excel.

00:00:34

Note that it is also possible to import content from

00:00:37

a CSV file or from another existing Microsoft list.

00:00:41

In the latter case,

00:00:43

only the column structure will be imported,

00:00:45

not the content.

00:00:47

Next,

00:00:48

I upload my Excel file.

00:00:50

If it is stored in a OneDrive space,

00:00:52

it is possible to link to it directly.

00:00:56

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

00:01:00

in case your original file contains multiple tables.

00:01:03

Following this,

00:01:04

there is a step to review the columns

00:01:06

with the option to correct the automatically detected types

00:01:10

or to skip importing a specific column.

00:01:12

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

00:01:17

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

00:01:22

Date columns will be recognized as seen here,

00:01:25

in order to display a mini calendar during data entry.

00:01:28

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

00:01:35

Once all columns are reviewed,

00:01:37

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

00:01:41

The list is then created and the data is imported.

00:01:45

From now on,

00:01:46

entries will be made through the Microsoft List form,

00:01:48

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

00:01:52

The configuration of various views can,

00:01:55

of course,

00:01:56

be done later,

00:01:57

as well as further customization or settings of the columns which

00:02:02

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

44 Views

Microsoft Lists - Getting started

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

ALL COURSES