Suppose you have data in an Excel file that you want to add to a SharePoint; you can do so with the use of the method below. In the SharePoint list, you can generate pre-existing data in the SharePoint list format without populating data fields with new data manually. Read through for more information on how you can auto-populate a SharePoint list from Excel.
Below is a guide on how you can auto-populate a SharePoint list with data from an Excel Sheet; you can use the simple SharePoint Excel formatted integers to help populate the list and format it in a concise way to help with the process. Once the steps below are complete, the list will auto-populate.
- Firstly, open your Excel document.
- Now select all your data fields (Press cmd/ctrl+shift+down & cmd/ctrl+shift+right to select all).
- Select “Insert” followed by “Table.”
- Press “OK.”
- Save your document.
- Now sign in to Office 365.
- Now use the launcher to navigate over to SharePoint.
- Select your site.
- Select “New” followed by “List.”
- After that, click on “From Excel.”
- Choose your Excel document.
- Now press “Next.”
- Check that the list columns and data feed are correct.
- Once checked, press “Next.”
- Finally, name and describe your document, then create it.
Once the steps above have been completed, you will have successfully managed to populate a SharePoint list with data from an Excel feed. There is no need to manually add any data into the list as the Excel sheet formatting integer does the process for you automatically. If there are any instances where the document auto-population is missing columns or information, then have a look at the Excel documents to make sure each column has been converted to a table. The table is the only recognized format; any other formatting sequences will not issue a result when you try the process above.
In-depth step by step guide [with screenshots] – How to auto-populate a SharePoint list from Excel
Here is a much more in-depth guide on how you can auto-populate a SharePoint list from Excel; the guide includes screenshots to help users better understand the context of steps. The in-depth guide may also include a breakdown of the steps, such as what the step will archive in the process and why you need to use certain functions.
- Firstly, open your Excel document.
You can open this document on either the browser version of Excel or the desktop version, whichever works best for your use. However, make sure you can edit your document to proceed with the steps ahead.
- Now select all your data fields (Press cmd/ctrl+shift+down & cmd/ctrl+shift+right to select all).
You can drag your cursor down and across to select all your data and data sets; however, using the method above is much more effective and ensures all the data is selected. Once the data has been selected, you can now go ahead with the steps.
- Select “Insert” followed by “Table.”
- Press “OK.”
- Save your document.
Once you have saved your document, make sure you have a copy uploaded to SharePoint, this mainly applies to users who have their documents on their desktop because they used the desktop version. You can do this now if you have knowledge of the process or proceed with this optional step later on in the process.
- Now sign in to Office 365.
To sign in to Office 365, use your regular login credentials to sign in; once you have signed in, you may be prompted to use 2FA to access your account. Suppose prompted use your 2FA access to enter your account.
- Now use the launcher to navigate over to SharePoint.
- Select your site.
In this example, I chose the Demo Site site; This is where I will create the list and populate it with data from my Excel document.
- Select “New” followed by “List.”
You will need to create a new list template to populate the information from an Excel spreadsheet; this will be the base for your data feed. Once you have created the list template, you can proceed by using the steps below.
- After that, click on “From Excel.”
Here you can now select the Excel Datafeed to populate the SharePoint list; when you select this option, you will be able to use your data feed to help create the SharePoint list.
- Choose your Excel document.
- Now press “Next.”
- Check that the list columns and data feed are correct.
- Once checked, press “Next.”
- Finally, name and describe your document, then create it.
After following the instructions above, you should be able to successfully populate a SharePoint list with data from an Excel feed. There’s no need to manually enter data into the list because the Excel sheet formatting integer takes care of it for you. Examine the Excel documents to ensure that each column has been transformed into a table if the document auto-population is missing columns or information. When using the technique above, the table is the solely recognized format; all other formatting sequences will fail to provide a result.
Why may you want to auto-populate a SharePoint list from Excel?
Auto populating a SharePoint list from Excel is a great way to help rely on an Excel data feed to a list in SharePoint. The process is convenient, and as the integration is seamless between the programs, you don’t have to worry about whether data will flow seamlessly.
Another reason for auto-populating a SharePoint list from Excel data feeds is the reason for large-scale data logs; when you have a huge amount of data and datasets in a sheet, you may find it effective to use the guide above to help move the data across much easier. The dataset columns and rows will also be set across to the SharePoint list; this makes it easier to manage the content.
Conclusion
Thank you for reading through our content on how you can How to auto-populate a SharePoint list from Excel; we hope the points illustrated above help in addressing the situation that is presented. If there are any issues with the content shown above, feel free to add a comment below, and we will address your queries as quickly as possible.