Forum Discussion
Excel workbook to a Sharepoint List
Good Morning
I have an Excel workbook i am trying to migrate to a List, i can only get this work with the source columns being created as text. I need choice etc so i can filter to views etc.
I am trying to establish a best practice, as to maybe Flow can be utilised better, if i need to do more prep in the list itself first, or if there is a method i am missing.
Any advice on this would be greatly appreciated
Our customers typically integrate Excel with SharePoint lists (and many other apps) this way. It works for example with Excel on-prem (e.g. on a file share) and SharePoint Online or Server on-prem. It can be used for migration (Excel to SharePoint), but also for a permanent sync of changes. Best to create your SharePoint list as needed and map the columns / fields to each other. Some "translations", for example to Excel strings to SharePoint lookups can be implemented using Dynamic Columns (a few lines of C# if needed). Hope that helps, Frank.
Thanks for this Frank, i am going to give the trial a whirl and see if it is what i need. We have a lot of Excel sheets which may benefit from being in a list format.
Thank you for your note, i have been testing with varied results, as you say, the ability to simply migrate with column functionality and customisation, just isn't available OOTB yet
