Sharee’s Blog

Software Development for Everyone

Excel and SharePoint: Part 2

May18

In our first blog on Excel and SharePoint I discussed how to export information from SharePoint to Excel. In this blog I’m going to demonstrate how to export information from Excel into SharePoint.

  1. Open the Excel file you want to Export and make sure each column has an appropriate title or heading.
    shareestasks.jpg
  2. One of the import methods allows us to import a named range from our spreadsheet. I have found this method to be the most stable and cause the least problems. To name a range in your spreadsheet select the range you are going to want to import (including the headings) and click into the Name Box area (see picture below). Enter the name of the range with no spaces and press enter. Save your workbook.
    namedrange.jpg
  3. Navigate to the Web site where you want your excel list to be imported.
  4. Click the Site Actions menu, Create (if you are in a MOSS template you would need to click Site Actions, View All Site Content, Create).
    siteactions.jpg
  5. On the Create page, in the custom section click the Import Spreadsheet link.
    customlist.jpg
  6. In the New list page, enter a description, click the Browse button and browse to the Excel file.
    newlist.jpg
  7. Click Import.
  8. The Excel file will open and an Import dialog box will display.
    importdialog.jpg
  9. You have three options for importing the data. In my example I used the named range option as I have found this option to be one of the best to import. I had already named my range (A1:E3) ShareesTasksTable.
    importshareestasks.jpg
  10. Click Import.
  11. Your Excel spreadsheet should now be displayed as a SharePoint list in your Web site.
    shareestasksinsharepoint.jpg
  12. If you did not have a named range in your spreadsheet you can select the option Range of Cells and then highlight your range (including your headings) and click Import.
    rangeofcells.jpg
posted under MOSS, SharePoint, WSS

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