Monday, July 26, 2010

Sharepoint 2007 - Import Excel Spreadsheet into a List

Here are the steps to import a spreadsheet into a Sharepoint site:

1. Click on "Site Actions" and then select "Modify All Site Settings" from the "Site Settings" sub-menu.
2. Select "Site Libraries and Lists" under "Site Administration" column
3. Select "Create New Content"
4. Choose "Import Spreadsheet" from "Custom Lists" column
5. Enter the Name, Description (optional), and Import your excel file. Click "Import" button to continue.
6. A popup opens asking for the Ranges. Select "Table Range" (which is the whole table).
7. Once you import, your new list is saved under the site's Lists.

Now, want to add a view of this data to your page?

8. Create a view (select "Create View" from the List's view drop-down menu) and save.
9. On the site page you want to add this view, Edit the page to enable adding Web Parts.
10. Select the Web Part to add Lists. Select the View you created. Save.

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