From the course: Managing Projects with Microsoft 365

Architecting lists using Excel

From the course: Managing Projects with Microsoft 365

Architecting lists using Excel

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- [Instructor] Have you ever used Excel to track a project? With Microsoft Lists, you can save time by creating a list from an existing Excel document. In this lesson, I'll show you how to import your existing data into Lists. I'll start from Office.com. Select the app launcher in the upper-left corner, and open Lists. In this example, I have a spreadsheet I've been using for my wedding planning business, and I want to bring it into Lists for a more robust planning experience. You can follow along by downloading the wedding plan checklist from the exercise files. Start by selecting new list. Now I'll select from Excel. Select upload file and navigate to the Excel document on your computer. Then the wizard brings me to the customized screen where I'm instructed to select the table from the file. I'll check the column types, and choose a new type if the current selection is incorrect. I will leave task as the title of the item. For the when column, I have a few categories, nine to 12 months six to nine months. So I'll select choice in the dropdown. Then select next. I'll set the name to checklist for wedding, and I want to add a description. So I'll enter wedding plan checklist for 12 months to one week out. I'll select the clipboard icon, and select create. Just like that, the Excel data is imported into my new list. Looks good. But one thing isn't quite right. The when choice column is not color coded like choice columns usually are. Select the dropdown next to when, and select column settings then edit. The edit column panel appears on the right. I see that my choices were not imported so I will add them manually by selecting add choice. My first time span is nine to 12 months. So I'll enter that in the choice one box. I will select the palette icon, and set this as green. I will repeat this for six to nine months, four to six months and two to four months. Choosing a new color each time. I can save the choices I entered, and the when column is updated. By taking advantage of Lists ability to import directly from an existing Excel spreadsheet. You have the power to transform, and simplify a lot of data. Now it's your turn. Find an existing list you have in Excel, and import it into Microsoft Lists.

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