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vanme55's avatar
vanme55
Copper Contributor
Oct 23, 2022

Import Excel to Sharepoint List *with choices*

I have a large table I want to import from an Excel table. Most of the columns should be "Choice" types with Yes/No/NA options. I can import the table successfully, but it appears I have to change the column type for each column manually to "Choice" and also manually edit the options. Is there a way to import this information from the Excel table or is there a way to automate the input of the choice options?

9 Replies

  • V3r1t4s's avatar
    V3r1t4s
    Copper Contributor

    Solution: Use the "From CSV" option to create the list, rather than the "From Excel" method. The format for the column in the CSV file that you want to be multi-choice in the List is ["Value1","Value2"]. 

    For some reason if you use the ;# delimiter and the Excel option the choices will not load correctly. You can manually edit the column, allow multiple selections, and add a couple choices to see the options change from "Value1;#Value2" to a "Value1,Value2" format within the cells, which is correct for the multi-choice columns. However, those cases will not be found when filtered for those values until you manually save the choices for each of those cases manually. Way too time-consuming for a large data set. 

    The CSV option worked perfectly for me with no manual adjustments needed.

  • fredmeissner's avatar
    fredmeissner
    Copper Contributor
    If you separate the values like this, "Value1;#Value2;#Value3" it will automatically format them as choices in a "Choice" column. I only figured this out because when you select the values the "normal" way, this delimiter format shows up in the field for a split second!
    • CKWGA's avatar
      CKWGA
      Iron Contributor
      Where or how did you do this? I have data in a choice column but the data does not show up as an actual choice, and there is too much data to enter manually.
    • k_312ce's avatar
      k_312ce
      Copper Contributor
      Can you provide an example of what you mean. Where are you putting those values?
  • JamesEpp's avatar
    JamesEpp
    Iron Contributor
    I wanted to comment that I have the same issue and I think the other reply doesn't actually understand the problem at hand.

    The problem is that if you have an Excel table pre-populated with data and you create a list from this table, the pre-existing values in a column that was imported as the "Choice" type land in a sort of super-position.

    The reason I say it's in a super position is because if you add a new item to the list, the pre-existing values for the choices *do* show up. But if you go to *edit* a column you cannot edit the column because no choices are present. It's a really clunky interface and I'm not sure how this got past QA testing at Microsoft.

    The import of all the columns is definitely a bit annoying too, though in my case I don't have many columns to work with. You have to drop-down each column from the excel table and select the type as "Choice". This interface would be improved if there were a way to bulk-edit columns to be imported by say, using checkboxes to select multiple (and/or ranges) of columns and set the type at once across all.
    • guswid's avatar
      guswid
      Copper Contributor
      I am having the same issue as yours. It is very strange that the list of choices was successfully imported when you try editing existing rows but when you edit the column settings, the choices are just not there. Looks like a bug to me
      • guswid vanme55 JamesEpp 

         

        This is a known limitation/issue with the SharePoint lists while creating a new list by importing an excel file.

         

        Choices/Options in the choice column settings will not be added automatically. Also, choices will not be shown in Grid view (quick edit view) even when those are shown while creating new lists.

         

        You have to get the unique values from excel column and add those manually to your choice column settings. Follow: Excel - filter for unique values or remove duplicate values 

         

        You can raise a support ticket with Microsoft directly and report this behavior at: Get M365 Support - Online Support 

         

        And add new feedback/idea on SharePoint feedback portal to save choices in choice column as well so that Microsoft will implement it in near future: SharePoint Feedback Portal 


        Please click Mark as Best Response & Like if my post helped you to solve your issue. This will help others to find the correct solution easily. It also closes the item. If the post was useful in other ways, please consider giving it Like.

  • RobElliott's avatar
    RobElliott
    Silver Contributor

    vanme55 when you select New list and From Excel,  once you upload your list you will presented with a "preview" where you confirm the data type. By default it is Single line of text, so for each of your choice columns just change it to Choice and it will preserve the choice options from the Excel column for existing items and will allow you to select the choice for new items.

     

    Rob
    Los Gallardos
    Intranet, SharePoint and Power Platform Manager (and classic 1967 Morris Traveller driver)

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I have a large table I want to import from an Excel table. Most of the columns should be \"Choice\" types with Yes/No/NA options. I can import the table successfully, but it appears I have to change the column type for each column manually to \"Choice\" and also manually edit the options. Is there a way to import this information from the Excel table or is there a way to automate the input of the choice options?

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I have a large table I want to import from an Excel table. Most of the columns should be \"Choice\" types with Yes/No/NA options. I can import the table successfully, but it appears I have to change the column type for each column manually to \"Choice\" and also manually edit the options. Is there a way to import this information from the Excel table or is there a way to automate the input of the choice options?

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Most of the columns should be \"Choice\" types with Yes/No/NA options. I can import the table successfully, but it appears I have to change 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Import Excel to Sharepoint List *with choices*","moderationData":{"__ref":"ModerationData:moderation_data:4393692"},"body":"

Solution: Use the \"From CSV\" option to create the list, rather than the \"From Excel\" method. The format for the column in the CSV file that you want to be multi-choice in the List is [\"Value1\",\"Value2\"]. 

For some reason if you use the ;# delimiter and the Excel option the choices will not load correctly. You can manually edit the column, allow multiple selections, and add a couple choices to see the options change from \"Value1;#Value2\" to a \"Value1,Value2\" format within the cells, which is correct for the multi-choice columns. However, those cases will not be found when filtered for those values until you manually save the choices for each of those cases manually. Way too time-consuming for a large data set. 

The CSV option worked perfectly for me with no manual adjustments needed.

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I only figured this out because when you select the values the \"normal\" way, this delimiter format shows up in the field for a split second!","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"203","kudosSumWeight":0,"postTime":"2024-08-23T08:08:19.230-07:00","lastPublishTime":"2024-08-23T08:08:19.230-07:00","metrics":{"__typename":"MessageMetrics","views":4219},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:Content_Management/category:products-services/category:communities/community:gxcuf89792board:SharePoint_General/message:3659347/message:4227218","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuMXwyLjF8aXwzfDEzMjowfGludCw0MjY0NjQ0LDQyNjQ2NDQ","node":{"__ref":"ForumReplyMessage:message:4264644"}},{"__typename":"MessageEdge","cursor":"MjUuMXwyLjF8aXwzfDEzMjowfGludCw0MjY0NjQ0LDQyNDk3NjA","node":{"__ref":"ForumReplyMessage:message:4249760"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:4264644":{"__typename":"ModerationData","id":"moderation_data:4264644","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:4264644":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:910385"},"id":"message:4264644","revisionNum":1,"uid":4264644,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:SharePoint_General"},"parent":{"__ref":"ForumReplyMessage:message:4227218"},"conversation":{"__ref":"Conversation:conversation:3659347"},"subject":"Re: Import Excel to Sharepoint List *with choices*","moderationData":{"__ref":"ModerationData:moderation_data:4264644"},"body":"Where or how did you do this? I have data in a choice column but the data does not show up as an actual choice, and there is too much data to enter manually.","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"157","kudosSumWeight":0,"repliesCount":0,"postTime":"2024-10-07T15:12:40.445-07:00","lastPublishTime":"2024-10-07T15:12:40.445-07:00","metrics":{"__typename":"MessageMetrics","views":2778},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:Content_Management/category:products-services/category:communities/community:gxcuf89792board:SharePoint_General/message:3659347/message:4264644","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"User:user:2674197":{"__typename":"User","id":"user:2674197","uid":2674197,"login":"k_312ce","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2024-09-19T02:43:01.253-07:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://techcommunity.microsoft.com/t5/s/gxcuf89792/m_assets/avatars/default/avatar-11.svg?time=0"},"rank":{"__ref":"Rank:rank:37"},"entityType":"USER","eventPath":"community:gxcuf89792/user:2674197"},"ModerationData:moderation_data:4249760":{"__typename":"ModerationData","id":"moderation_data:4249760","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:4249760":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:2674197"},"id":"message:4249760","revisionNum":1,"uid":4249760,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:SharePoint_General"},"parent":{"__ref":"ForumReplyMessage:message:4227218"},"conversation":{"__ref":"Conversation:conversation:3659347"},"subject":"Re: Import Excel to Sharepoint List *with choices*","moderationData":{"__ref":"ModerationData:moderation_data:4249760"},"body":"Can you provide an example of what you mean. Where are you putting those values?","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"80","kudosSumWeight":0,"repliesCount":0,"postTime":"2024-09-19T02:45:41.435-07:00","lastPublishTime":"2024-09-19T02:45:41.435-07:00","metrics":{"__typename":"MessageMetrics","views":3264},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:Content_Management/category:products-services/category:communities/community:gxcuf89792board:SharePoint_General/message:3659347/message:4249760","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"User:user:909922":{"__typename":"User","id":"user:909922","uid":909922,"login":"JamesEpp","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2020-12-22T17:26:26.521-08:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://techcommunity.microsoft.com/t5/s/gxcuf89792/m_assets/avatars/default/avatar-6.svg?time=0"},"rank":{"__ref":"Rank:rank:35"},"entityType":"USER","eventPath":"community:gxcuf89792/user:909922"},"ModerationData:moderation_data:3805195":{"__typename":"ModerationData","id":"moderation_data:3805195","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"User:user:1933464":{"__typename":"User","id":"user:1933464","uid":1933464,"login":"guswid","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2023-07-12T00:01:24.844-07:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://techcommunity.microsoft.com/t5/s/gxcuf89792/m_assets/avatars/default/avatar-1.svg?time=0"},"rank":{"__ref":"Rank:rank:37"},"entityType":"USER","eventPath":"community:gxcuf89792/user:1933464"},"ForumReplyMessage:message:3805195":{"__typename":"ForumReplyMessage","uid":3805195,"id":"message:3805195","revisionNum":1,"author":{"__ref":"User:user:909922"},"readOnly":false,"repliesCount":3,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:SharePoint_General"},"parent":{"__ref":"ForumTopicMessage:message:3659347"},"conversation":{"__ref":"Conversation:conversation:3659347"},"subject":"Re: Import Excel to Sharepoint List *with choices*","moderationData":{"__ref":"ModerationData:moderation_data:3805195"},"body":"I wanted to comment that I have the same issue and I think the other reply doesn't actually understand the problem at hand.

The problem is that if you have an Excel table pre-populated with data and you create a list from this table, the pre-existing values in a column that was imported as the \"Choice\" type land in a sort of super-position.

The reason I say it's in a super position is because if you add a new item to the list, the pre-existing values for the choices *do* show up. But if you go to *edit* a column you cannot edit the column because no choices are present. It's a really clunky interface and I'm not sure how this got past QA testing at Microsoft.

The import of all the columns is definitely a bit annoying too, though in my case I don't have many columns to work with. You have to drop-down each column from the excel table and select the type as \"Choice\". This interface would be improved if there were a way to bulk-edit columns to be imported by say, using checkboxes to select multiple (and/or ranges) of columns and set the type at once across all.","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"203","kudosSumWeight":2,"postTime":"2023-04-25T15:01:05.511-07:00","lastPublishTime":"2023-04-25T15:01:05.511-07:00","metrics":{"__typename":"MessageMetrics","views":11790},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:Content_Management/category:products-services/category:communities/community:gxcuf89792board:SharePoint_General/message:3659347/message:3805195","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuMXwyLjF8aXwzfDEzMjowfGludCwzODcxOTY0LDM4NzE5NjQ","node":{"__ref":"ForumReplyMessage:message:3871964"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:3871964":{"__typename":"ModerationData","id":"moderation_data:3871964","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"Rank:rank:5":{"__typename":"Rank","id":"rank:5","position":7,"name":"MVP","color":"0069D4","icon":null,"rankStyle":"FILLED"},"User:user:373269":{"__typename":"User","id":"user:373269","uid":373269,"login":"ganeshsanap","biography":null,"registrationData":{"__typename":"RegistrationData","status":null,"registrationTime":"2019-07-09T03:14:00.479-07:00"},"deleted":false,"email":"","avatar":{"__typename":"UserAvatar","url":"https://techcommunity.microsoft.com/t5/s/gxcuf89792/images/dS0zNzMyNjktMjQ4NDgxaTEzN0IwQkQzQTNGRjcxMDg"},"rank":{"__ref":"Rank:rank:5"},"entityType":"USER","eventPath":"community:gxcuf89792/user:373269"},"ForumReplyMessage:message:3871964":{"__typename":"ForumReplyMessage","uid":3871964,"id":"message:3871964","revisionNum":1,"author":{"__ref":"User:user:1933464"},"readOnly":false,"repliesCount":2,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:SharePoint_General"},"parent":{"__ref":"ForumReplyMessage:message:3805195"},"conversation":{"__ref":"Conversation:conversation:3659347"},"subject":"Re: Import Excel to Sharepoint List *with choices*","moderationData":{"__ref":"ModerationData:moderation_data:3871964"},"body":"I am having the same issue as yours. It is very strange that the list of choices was successfully imported when you try editing existing rows but when you edit the column settings, the choices are just not there. Looks like a bug to me","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"203","kudosSumWeight":1,"postTime":"2023-07-12T00:06:51.458-07:00","lastPublishTime":"2023-07-12T00:06:51.458-07:00","metrics":{"__typename":"MessageMetrics","views":10632},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:Content_Management/category:products-services/category:communities/community:gxcuf89792board:SharePoint_General/message:3659347/message:3871964","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuMXwyLjF8aXwxfDEzMjowfGludCwzODcyMDY1LDM4NzIwNjU","node":{"__ref":"ForumReplyMessage:message:3872065"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:3872065":{"__typename":"ModerationData","id":"moderation_data:3872065","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:3872065":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:373269"},"id":"message:3872065","revisionNum":1,"uid":3872065,"depth":3,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:SharePoint_General"},"parent":{"__ref":"ForumReplyMessage:message:3871964"},"conversation":{"__ref":"Conversation:conversation:3659347"},"subject":"Re: Import Excel to Sharepoint List *with choices*","moderationData":{"__ref":"ModerationData:moderation_data:3872065"},"body":"

guswid vanme55 JamesEpp 

 

This is a known limitation/issue with the SharePoint lists while creating a new list by importing an excel file.

 

Choices/Options in the choice column settings will not be added automatically. Also, choices will not be shown in Grid view (quick edit view) even when those are shown while creating new lists.

 

You have to get the unique values from excel column and add those manually to your choice column settings. Follow: Excel - filter for unique values or remove duplicate values 

 

You can raise a support ticket with Microsoft directly and report this behavior at: Get M365 Support - Online Support 

 

And add new feedback/idea on SharePoint feedback portal to save choices in choice column as well so that Microsoft will implement it in near future: SharePoint Feedback Portal 


Please click Mark as Best Response & Like if my post helped you to solve your issue. This will help others to find the correct solution easily. It also closes the item. If the post was useful in other ways, please consider giving it Like.

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vanme55 when you select New list and From Excel,  once you upload your list you will presented with a \"preview\" where you confirm the data type. By default it is Single line of text, so for each of your choice columns just change it to Choice and it will preserve the choice options from the Excel column for existing items and will allow you to select the choice for new items.

 

Rob
Los Gallardos
Intranet, SharePoint and Power Platform Manager (and classic 1967 Morris Traveller driver)

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