Workflow for importing Excel to List
I'm a novice developing a workflow for importing an Excel spreadsheet to a SharePoint list. Have I missed anything? Workflow: Thoroughly clean up the data in Excel before importing to a list. Caution: Excel filters (and list filters) are case-insensitive and ignore superfluous spaces, etc. So we can't rely solely on filter functionality to find messy values. Instead, consider using the EXACT function in Excel like this: =OR(EXACT(A2,"PRIMARY"),EXACT(A2,"SECONDARY")). See this Stack Exchange post for more options: https://sharepoint.stackexchange.com/questions/317576/find-list-values-that-arent-in-the-picklist-choices Or, as a last resort, we could consider importing to an Oracle table and use a GROUP BY query (SQL) to find incorrect values, since that's dead easy in databases. I don't use Access for this because it has the same filtering limitations that Excel and lists have. Manually create an empty list. Or import a blank list from Excel and modify it. Caution: When importing from Excel to a list, the list won't honor the Excel column names for the internal list names, even if the Excel names are clean. The list will generate column names like "field_0" through to "field_30" (or whatever applies). Google suggests importing from Access is an alternative -- the column names should be honored. https://i.sstatic.net/3KoAsrMl.png Caution: The time zone for my SharePoint sites and personal MS list environment is wrong. It's set to Pacific Time, when it should be Eastern Time. Keep an eye on any list date values to ensure they are correct and haven't been automatically changed to a different day. Import the Excel rows/data using Power Automate. For what it's worth, any dates that get imported via PA will be correct, despite the time zone, unlike when importing data from Excel using the list UI. Inspect the imported data, correct the list columns/settings, correct the Excel data, and repeat #3. Do this multiple times -- as many times as it takes.
SharePoint Designer 2013
Hello SharePoint Experts, I need some guidance regarding SharePoint Online classic page customization. Our organization is currently using SharePoint Online, and traditionally we have relied on SharePoint Designer 2013 for tasks such as: Editing Classic Pages Modifying Display Forms (DispForm.aspx) Modifying Edit Forms (EditForm.aspx) Customizing List Forms Making page-level changes using ASPX pages However, I am unable to install SharePoint Designer 2013 on my system and would like to understand the available alternatives. Could you please help clarify the following: What is the recommended alternative to SharePoint Designer 2013 for SharePoint Online? How can Classic Pages be edited in SharePoint Online without SharePoint Designer? Is it possible to customize DisplayForm.aspx, EditForm.aspx, and NewForm.aspx without using SharePoint Designer? Can Power Apps be used as a replacement for customized list forms? Are there any supported Microsoft-recommended approaches for customizing classic pages and forms in SharePoint Online? If SharePoint Designer is no longer recommended, what tools are commonly used by SharePoint Online administrators and developers for these scenarios? My objective is to continue maintaining existing classic SharePoint Online sites while following Microsoft's supported and modern approach. Any guidance, best practices, documentation references, or real-world experiences would be greatly appreciated. Thank you in advance for your support.Failed to load current time zone
SharePoint List Fails to Save Items After Changing Site Time Zone to "Pacific Time (British Columbia)" British Columbia will move to permanent Daylight Saving Time effective November 1, 2026. As a result, clocks will no longer fall back by one hour and will remain on UTC-07:00 year-round. Microsoft has introduced the new time zone (UTC-07:00) Pacific Time (British Columbia) for this change. As part of this transition, we updated the site's Regional Settings from (UTC-08:00) Pacific Time (Canada/US) to (UTC-07:00) Pacific Time (British Columbia). We have SharePoint lists with Start Date & Time and End Date & Time columns configured as Date and Time fields in multiple sites. Following this change, one specific site is now experiencing an issue where both users and site administrators are unable to save list items. The following error is displayed: "Failed to load current time zone" Additional Details: The issue started immediately after changing the site's Regional Settings. Reverting the site back to Pacific Time (Canada/US) did not resolve the issue. Some other SharePoint sites were updated to the same Pacific Time (British Columbia) setting and continue to work correctly. The affected site contains a calendar view built on a custom SharePoint list. The Start Date and End Date columns are configured as Date/Time fields. Location: Victoria, British Columbia. Has anyone encountered this issue before? Are there any known dependencies related to Regional Settings, Date/Time columns, calendar views, or site time zone configuration that could cause this behavior on a single site while others continue to function normally? Any guidance would be appreciated.
Moving Files from a Shared Drive to a SharePoint site
Hi, I've seen the moving of files from a Shared Drive to a SharePoint site can be tricky, depending on the size of the files that are to be moved. What is the best and most effective way to move folder, files. I'm not sure yet of the number of folders and size of the files that will need to be moved? Can anyone provide an advise on this, please.. Regards Chris
Create a chart in Sharepoint from a sharepoint list
I have created a list in sharepoint. Several columns with various values ​​have been created in this list. We want to use five of these columns where the employees can make a choice for an analysis and we want to turn it into a chart. The different choices that can be made are: Bad, Could be better & Good. Now I'm trying to somehow run a chart out of this but can't get it to work. In your sharepoint site you can make a quick chart from a list. To be able to do this you have to work with a number value in a column in your list. Now I also looked to convert the choice Bad, Could be better & Good to a number, but I don't see any possibility in this. I hope someone can help me with this. Thanks in advance.New in SharePoint Lists: Choose How Views Appear
One of the newest SharePoint Lists features is also one of the simplest... and that's exactly why I like it. Microsoft has added a new setting that lets you choose how views are displayed in a SharePoint list. If you work with SharePoint Lists regularly, you've probably seen lists with a large number of views. Over time, the navigation bar can become crowded with tabs: 📋 All Items 📋 Active 📋 Completed 📋 My Items 📋 Archived 📋 Reports 📋 And many more... Now, SharePoint offers a new option in List Settings → Advanced Settings: ✅ Choose how views should appear You can either: ✅ Show all views as tabs or ✅ Show only one tab and place the remaining views under a More views menu This may sound like a small UI enhancement, but it can have a noticeable impact on usability. Benefits include: 🔹 Cleaner navigation 🔹 Less visual clutter 🔹 Better use of screen space 🔹 Easier experience for end users 🔹 A more modern and streamlined interface Interestingly, I don't see this setting available in Document Libraries yet, only in SharePoint Lists. It will be interesting to see whether Microsoft brings the same experience to Document Libraries in a future update. I often say that successful adoption is not only about new capabilities. It's also about reducing friction. When users can find what they need faster and the interface feels less overwhelming, the overall experience improves significantly. Not every Microsoft 365 update needs to be revolutionary. Sometimes the best improvements are the ones that quietly make everyday work easier. Have you already noticed this new SharePoint Lists setting, and which option would you choose for your users: All Views as Tabs or More Views? Check out the video i have recorded on the topic https://www.youtube.com/watch?v=y5jDYkkgL0E #SharePoint #SharePointLists #Microsoft365 #M365 #MicrosoftLists #SharePointOnline #Productivity #DigitalWorkplace #Collaboration #Microsoft365Tips
SharePoint List Web Part - major caching issues
Hi All, I've spent a lot of time building a List based company calendar in our SharePoint Intranet Portal, and the calendar itself is working great, however I'm having no end of headaches with the List Web Part. (not just for this calendar, but all list web parts for that matter) The calendar has a Start and End field - both are Date and Time fields. A custom view is created for use with the List Web Part to embed an "upcoming week" view, this is based on a filter which checks both Start and End dates to see whether an event exists within or spans the date range from today to 7 days in the future, so it is a rolling 7 day window. This is based on a number of filter criteria which include [Today] and [Today]+6. The view also has a sort criteria to sort based on the Start (Date/Time) field. This all works fine when previewing the view within the list itself - at midnight the results update to include events from the day that is now 7 days in the future which were previously excluded. So the view itself is working fine. However the same view in a List Web part on another page suffers from a ridiculous amount of browser side (?) caching, to the point that it is basically broken and unusable. When I open the page the next day in a browser (even if the browser was closed) one of three things happens, somewhat at random: The events 7 days in the future (which just came into filter scope today) just don't appear until a forced page reload is done. The events 7 days in the future do appear but they are sorted incorrectly, appearing at the TOP when the date sort order should show them at the BOTTOM. Sometimes 2 happens but the event is shown with the Start and End Date/Time fields empty - so not only is it at the wrong end of the list it doesn't even show a date at all until the page is refreshed. Here is a picture showing the sort order being incorrect as in case 2: When these various problems happen a full CTRL-F5 browser refresh always updates the list to be complete, up to date and sorted correctly, however, if after that you click away from the page and follow a link to return to it OR press a regular F5 refresh it goes back to being incorrect! It takes many page reloads or a lot of time to pass (hours) before it finally settles down and gives the correct results every time. Then the next day the same caching problems happen again. If you go to a new browser or PC the same problems happen again, suggesting this is browser side caching not something at the servers. While the actual content of the list items update in real-time if you edit the list content in another page (which is pretty cool) the "result set" of list items (which items should or should not be seen) is heavily cached, and the sorting is unreliable. Has anyone else found a solution to this ? I have already done things like disabling offline mode for the list, (this only seems to affect caching of the actual data in the list items, not caching of filter results) etc and I cannot find a solution. The only thing I know which would probably work, as I have had to use this approach on another list is to extend the date range of the filter criteria for the view further into the future, then filter out the extra days using json code in "format view - however AFAIK you can only selectively hide rows like this if you use a custom rowFormatter, which means you have to fully re-implement the standard view including hard coding all the columns you want and it still won't look quite the same. This is a lot of work and maintenance overhead in the future to work around a caching problem that shouldn't exist in the first place. Any thoughts appreciated as a lot of time and effort has gone into building an entire calendar system around a SharePoint List, only to find that the list web part just doesn't work properly.If list multi-select choice column contains certain value, auto-populate flag column in related list
I have a SharePoint list called List1 with columns ID (single-line text) and Type (multi-select choice): ID Type ---- ------ ID1 Apple ID2 Apple, Pear ID3 Pear, Banana, Apple ID4 Pear ID5 And a second list called List2 with columns ID (a Lookup column) and Has_Pear (yes/no). I want to automatically populate Has_Pear with "Yes" if the related row in List1 has "Pear" in the Type column. Like this: ID Has_Pear ---- ------ ID1 No ID2 Yes ID3 Yes ID4 Yes ID5 No How can I automatically populate the Has_Pear column?
JSON formatting to change background color of ENTIRE column of list?
Hi, I'm trying to use JSON formatting to change the color of an entire column of a SharePoint list, and I can't figure it out. Setting the background-color style property appears to only affect the background color of the text. You can still see the default column color in between rows. I want the whole column to be one color. Is there a way to do that?
