How to publish an Excel file as a list

We can publish an Excel sheet to a list on the moss website, so that when we update the document content, others can also update the relevant data through the moss list at the same time. You can also use the list to allow several people to jointly maintain and update the materials.

Note: Excel 2003 is used in the following operations. In Excel 2007, other settings are required to synchronize Excel and list.

I. Create a list

Open an excle document. Here we use the "Windows Chinese site management team list" document as an example ., First, select a cell in the table, click the "data" menu, and then click "list" and "create list ".

A window is displayed. Because you have already selected a cell in the table, the entire table is automatically selected in Excel, you can also customize the data range to be imported in the "data location in the list" box. If the table contains titles, select "list with titles"

After confirming the data location, Excel selects the entire data area. Right-click the selected area and select "list"> "Release List ". (You can also select related commands from the "data" menu ).

In the address box, enter the address of the website in the list. Select "link to new Sharepoint list ".

Enter the name of the list in the "name" box.

Click "Next"

Check whether the data type of the List is correct. Click "finish ".

A prompt window is displayed after the creation is successful,

Click the link above to connect to the list.

Return to the Excel document. You can see that the table has a blue border and a column "ID" is added. This is a default column in the moss list.

2. Synchronize list and Excel Information

Select a row of data from the list, right-click it, and select "Delete row" to delete the row.

Open the Excel document, right-click the table, and select "list"> "synchronization list" from the menu ".

We can see that the row 25th in the above table has been deleted.

3. Collaborative Maintenance

If other members of the team need to modify and maintain the list content, log on to the list and click "display task pane" on the right of the list ", click Export and link to excel in the task pane that appears ".

Click "open" in the pop-up window ". You can use excle to open the list.

Add a new row of data in the Excel file (Note: The ID is automatically added to the newly added row ,). Right-click the menu and select "list"> "synchronization list ".

Return to the moss website list and click "refresh data" in the "operations" menu ".

We can see that the new data has been synchronized to the website.

Iv. List settings

The list published in Excel is a data table view by default. You can click "display in standard view" under the "operations" menu ".

Get the normal view mode. (You can also create a standard view as the default view to display the list ).

In addition, the list created in Excel is not displayed in the Quick Start column by default. To facilitate browsing, you can display it.

Click "list Settings" under the "Settings" menu on the list ".

 

Click "title, description, and navigation" under "general settings ".

Select "yes" under "whether to display this list on" Quick Start ".

After saving the settings, you can view the list in the Quick Start column of the website.