How To Upload Excel To SharePoint

Uploading an Excel file to SharePoint can be done in a few simple steps using various options available. SharePoint offers different methods for importing Excel files, providing flexibility and convenience for users.

Option 1: Import using Quick Edit

This method involves copying and pasting the content from Excel into a SharePoint list. Make sure to match the columns in the Excel file with those in the SharePoint list, including any metadata or drop-down choices. While this option allows for the use of different column types and metadata, setting it up can be time-consuming and may not be suitable for large data sets.

Option 2: Import Spreadsheet Web part

For this option, you can use the “Import Spreadsheet” web part. It allows you to import an Excel file into SharePoint, creating a customized list with proper column headers and values. While relatively easy to use, please note that it requires the use of Internet Explorer browser and may not recognize all field types correctly.

Option 3: Import directly from Excel

This option allows you to import data directly from within Excel. Select the data range and format it as a table in Excel. Then, export the table to a SharePoint list by specifying the SharePoint site URL and providing a name for the list. While this option allows for physical linkage between Excel and SharePoint, it may convert dropdown choices to text and create a classic list rather than a modern one.

Additional Considerations

Make sure to review the columns and data types when exporting a table to a SharePoint list. SharePoint supports various data types, including text (single line or multiple lines), currency, date/time, number, and hyperlink (URL).

For creating a new SharePoint list, select, format, and export the Excel data to SharePoint by specifying the URL and list name. If you need to add data to an existing list, you can copy and paste the Excel data into the SharePoint list while in edit mode.

In conclusion, there are multiple ways to upload an Excel file to SharePoint, each with its own advantages and limitations. Choose the method that best suits your needs and enjoy the seamless integration between Excel and SharePoint.

Options for Uploading Excel to SharePoint

There are multiple options to choose from when it comes to uploading an Excel file to SharePoint. Let’s explore each option in detail.

Option 1: Import using Quick Edit

This method involves copying and pasting the content from Excel into a SharePoint list. It is important to ensure that the columns in the list match the columns in Excel, including any metadata or drop-down choices. This option allows for the use of different column types and metadata, but it can be time-consuming to set up and may not be suitable for large data sets.

Option 2: Import Spreadsheet Web part

This option involves using a web part called “Import Spreadsheet.” This allows for the importing of an Excel file into SharePoint, creating a custom list with proper column headers and values. This option is relatively easy to use but requires the use of Internet Explorer browser and may not recognize all field types correctly.

Option 3: Import directly from Excel

With this option, data can be imported directly from within Excel. The data range needs to be selected and formatted as a table in Excel. Then, the table can be exported to a SharePoint list by specifying the SharePoint site URL and providing a name for the list. This option allows for physical linkage between Excel and SharePoint, but it may convert dropdown choices to text and create a classic list rather than a modern one.

Overall, there are multiple ways to upload an Excel file to SharePoint, each with its own advantages and limitations. Depending on your specific requirements and preferences, you can choose the option that best suits your needs.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.