Lists - Create a list from an Excel file Tutorial
In this video, you will learn how to create a list from an Excel file using Microsoft Lists.
The video covers the steps to import raw data from an Excel workbook and turn it into a list.
You will start by opening the Excel file and using the "format as table" feature.
Then, you will upload the pre-formatted file in Microsoft Lists and select the tables you are interested in.
After making any necessary corrections to the data type, you will name your list and personalize it with a color and icon.
This tutorial will help you efficiently create lists from Excel files, enhancing your organization and data management.
- 1:42
- 2766 views
-
Lists - Change items in the list
- 0:59
- Viewed 2955 times
-
Lists - Add items to a list
- 1:24
- Viewed 2838 times
-
Lists - Working together on your lists in TEAMS
- 1:09
- Viewed 2825 times
-
Lists - Sort and filter a list
- 1:39
- Viewed 2566 times
-
Lists - Creating a list from scratch
- 0:47
- Viewed 2810 times
-
Lists - Add a column to a list
- 1:35
- Viewed 2696 times
-
Lists - Use alerts
- 1:29
- Viewed 3066 times
-
Lists - Share a list
- 1:26
- Viewed 2966 times
-
Introducing Lists
- 0:41
- Viewed 3309 times
-
Automate a list with Power Automate
- 1:04
- Viewed 3197 times
-
Use alerts
- 1:29
- Viewed 3066 times
-
Turn your Excel tables into real lists!
- 1:12
- Viewed 2982 times
-
Share a list
- 1:26
- Viewed 2966 times
-
Change items in the list
- 0:59
- Viewed 2955 times
-
Manage the display of a list
- 1:27
- Viewed 2882 times
-
Add items to a list
- 1:24
- Viewed 2838 times
-
Creating a list from a template
- 0:59
- Viewed 2834 times
-
Working together on your lists in TEAMS
- 1:09
- Viewed 2825 times
-
Create an app from a list
- 1:03
- Viewed 2817 times
-
Creating a list from scratch
- 0:47
- Viewed 2810 times
-
What is Microsoft Lists
- 1:37
- Viewed 2770 times
-
A quick tour of Microsoft Lists interface
- 2:18
- Viewed 2758 times
-
Add a column to a list
- 1:35
- Viewed 2696 times
-
Sort and filter a list
- 1:39
- Viewed 2566 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 62 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 66 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 82 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 77 times
-
Copilot at the service of project reports
- 02:36
- Viewed 67 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 66 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 108 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 70 times
-
Project mode
- 01:31
- Viewed 72 times
-
Create an agent for a team
- 01:53
- Viewed 120 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 122 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 68 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 122 times
-
Copilot Studio agent settings
- 01:33
- Viewed 65 times
-
Add new actions
- 01:54
- Viewed 118 times
-
Create a first action
- 01:59
- Viewed 116 times
-
Manage topics
- 01:51
- Viewed 95 times
-
Manage knowledge sources
- 01:11
- Viewed 65 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 112 times
-
Access Copilot Studio
- 01:09
- Viewed 111 times
-
Get started with Copilot Studio
- 01:25
- Viewed 62 times
-
Introduction to PowerBI
- 00:60
- Viewed 181 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 172 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 175 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 179 times
-
Introduction to Planner
- 00:56
- Viewed 186 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 174 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 182 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 248 times
-
Introduction to Sway
- 01:53
- Viewed 158 times
-
Introducing to Word
- 01:00
- Viewed 178 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 160 times
-
Create a call group
- 01:15
- Viewed 225 times
-
Use call delegation
- 01:07
- Viewed 144 times
-
Assign a delegate for your calls
- 01:08
- Viewed 222 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 147 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 136 times
-
Manage advanced call notifications
- 01:29
- Viewed 153 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 184 times
-
Block unwanted calls
- 01:24
- Viewed 150 times
-
Disable all call forwarding
- 01:09
- Viewed 157 times
-
Manage a call group in Teams
- 02:01
- Viewed 144 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 142 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 137 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 159 times
-
Manage voicemail messages
- 01:55
- Viewed 208 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 225 times
-
Customize your voicemail greeting
- 02:17
- Viewed 134 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 136 times
-
Manage simultaneous calls
- 01:52
- Viewed 146 times
-
Support third-party apps during calls
- 01:53
- Viewed 179 times
-
Add participants quickly and securely
- 01:37
- Viewed 142 times
-
Configure call privacy and security settings
- 02:51
- Viewed 140 times
-
Manage calls on hold
- 01:20
- Viewed 149 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 140 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 149 times
-
Draft a Service Memo
- 02:33
- Viewed 195 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 183 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 268 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 237 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 96 times
-
Other Coaches
- 01:45
- Viewed 195 times
-
Agents in SharePoint
- 02:44
- Viewed 157 times
-
Prompt coach
- 02:49
- Viewed 181 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 172 times
-
Configure a Copilot Agent
- 02:39
- Viewed 167 times
-
Describe a copilot agent
- 01:32
- Viewed 190 times
-
Rewrite with Copilot
- 01:21
- Viewed 164 times
-
Analyze a video
- 01:21
- Viewed 189 times
-
Use the Copilot pane
- 01:12
- Viewed 182 times
-
Process text
- 01:03
- Viewed 170 times
-
Create an insights grid
- 01:19
- Viewed 284 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 179 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 202 times
-
Create an image with Copilot
- 00:42
- Viewed 297 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 194 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 192 times
-
Chat with Copilot
- 00:50
- Viewed 180 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 275 times
-
Data Privacy in Copilot
- 00:43
- Viewed 194 times
-
Access Copilot
- 00:25
- Viewed 299 times
-
Use a Copilot Agent
- 01:24
- Viewed 202 times
-
Modify with Pages
- 01:20
- Viewed 207 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 199 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 193 times
-
Generate the email for the recipient
- 00:44
- Viewed 185 times
-
Action Function
- 04:18
- Viewed 149 times
-
Search Function
- 03:42
- Viewed 202 times
-
Date and Time Function
- 02:53
- Viewed 183 times
-
Logical Function
- 03:14
- Viewed 276 times
-
Text Function
- 03:25
- Viewed 211 times
-
Basic Function
- 02:35
- Viewed 176 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 200 times
-
Introduction to Power Fx
- 01:09
- Viewed 177 times
-
The New Calendar
- 03:14
- Viewed 300 times
-
Sections
- 02:34
- Viewed 186 times
-
Customizing Views
- 03:25
- Viewed 180 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 298 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 196 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 155 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 111 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 188 times
-
Use the narrative Builder
- 01:31
- Viewed 235 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 195 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 205 times
-
Share a document with copilot
- 00:36
- Viewed 196 times
-
Configurate a page with copilot
- 01:47
- Viewed 195 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 968 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 208 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 236 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 300 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 370 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 350 times
Objectifs :
This document aims to guide users through the process of creating a list in Microsoft Lists using data imported from an Excel workbook. It outlines the necessary steps, options available, and tips for ensuring a successful import.
Chapitres :
-
Introduction to Microsoft Lists
Microsoft Lists is a powerful tool that allows users to organize and manage information effectively. This guide will walk you through the steps to create a new list from an Excel workbook, enabling you to leverage existing data for better organization. -
Creating a New List from Excel
To start creating a list from an Excel workbook, follow these steps: 1. **Access Microsoft Lists**: Begin at the Microsoft Lists home page. 2. **Initiate List Creation**: Click on the 'New list' button. 3. **Select Import Option**: Choose 'From Excel' to import your data. -
Preparing Your Excel Workbook
Before importing your data, ensure that your Excel workbook is properly formatted: - **Open Your Excel File**: Launch the Excel file you wish to use. - **Format as Table**: Select the data you want to import and click on the 'Format as Table' button. This step is crucial as it prepares your data for import. - **Close Excel**: After formatting, you can close the Excel file and return to Microsoft Lists. -
Uploading Your Data
Once back in Microsoft Lists: 1. **Locate Your File**: Click on 'From Excel' and find your pre-formatted file either on your device or in OneDrive. 2. **Upload the File**: Select the file to upload it into Microsoft Lists. 3. **Select Tables**: If your Excel workbook contains multiple tables, choose the ones you want to import. -
Finalizing Your List
After selecting your data, ensure the following: - **Check Data Types**: Review the data types for each column and make any necessary corrections. - **Name Your List**: Enter a name for your list, as this is a mandatory field. - **Add a Description**: Optionally, you can include a description for your list. - **Personalize Your List**: Choose a color and an icon to customize your list's appearance. - **Specify Storage Location**: By default, your list will be stored in 'My lists', but you can also link it to an existing SharePoint site if preferred. -
Conclusion
Creating a list from an Excel workbook in Microsoft Lists is a straightforward process that enhances your ability to manage data effectively. By following the outlined steps, you can ensure a smooth import and create a personalized list that meets your organizational needs.
FAQ :
How do I create a list from an Excel workbook in Microsoft Lists?
To create a list from an Excel workbook, start by clicking on 'New list' in Microsoft Lists, then select 'From Excel'. Import your data by using the 'Format as Table' feature in Excel, and upload the pre-formatted file.
What should I do if my Excel workbook contains multiple tables?
If your Excel workbook contains several tables, you can select the specific tables you are interested in during the import process in Microsoft Lists.
Is it mandatory to add a description when naming my list?
No, adding a description is optional when naming your list in Microsoft Lists.
Can I store my list in a SharePoint site?
Yes, you can link your list to an existing SharePoint site instead of using the default location, 'My lists'.
What is the 'Format as Table' feature in Excel?
The 'Format as Table' feature in Excel allows you to convert a range of data into a structured table format, which enhances data management and analysis.
Quelques cas d'usages :
Project Management
Use Microsoft Lists to track project tasks and deadlines by importing task data from an Excel workbook. This allows for better organization and visibility of project progress.
Inventory Tracking
Import inventory data from an Excel workbook into Microsoft Lists to manage stock levels and product details efficiently. This can help streamline inventory management processes.
Event Planning
Create a list for event planning by importing guest lists and schedules from Excel. This helps in organizing event details and ensuring all aspects are covered.
Customer Relationship Management
Utilize Microsoft Lists to manage customer information by importing data from an Excel workbook. This can improve customer tracking and relationship management.
Data Analysis
Import data sets from Excel into Microsoft Lists for collaborative analysis. This allows teams to work together on data insights and decision-making.
Glossaire :
Microsoft Lists
A Microsoft 365 app that helps users track information and organize work. It allows users to create, share, and manage lists of data.
Excel workbook
A file created by Microsoft Excel that contains one or more worksheets, where data can be organized in rows and columns.
Format as Table
A feature in Excel that allows users to convert a range of data into a table format, making it easier to manage and analyze data.
Data type
The classification of data that tells the program how to interpret the data, such as text, number, date, etc.
SharePoint
A web-based collaboration platform that integrates with Microsoft Office, allowing users to store, organize, share, and access information from any device.