You have lots of information that you need to share with team members and you want to put it in your SharePoint site but you don’t know how. In this course, we’ll show you how to create and customize lists in SharePoint. We’ll customize columns, create drop down selection menus, and calculate values from different list columns. We also show how to create custom list views and import and export data to and from our list.
Bill Kulterman is an educator, author, and a Microsoft Certified Trainer (MCT). Bill has been a trainer for more than a dozen years, educating students in Excel, Visio and a bevy of additional solutions. In recent years he has focused solely on SharePoint and SharePoint Online through Office 365. When he's not creating courses, he can usually be found riding his bike or relaxing near his Koi pond.
Create a Custom List Hi, welcome to Pluralsight. My name's Bill and this module is Create a Custom List. We will start by doing exactly what the title says, creating a simple list. In this module, we're going to go ahead and position ourselves as Jerry Watts, Jerry is our project manager for the Annual Report Team. We have a team of people from Globomantics who are creating the annual report, and Jerry wants just a simple list of all of the people's names, their contact information, and their job title, right there in SharePoint so everybody on the team can see who's on the team and knows how to get a hold of them. So we're going to create a simple list, and we're going to see that the action of creating a list in SharePoint just out of the box like that doesn't give us a lot of options, it really only gives us one box, and we'll see that. So the next thing he's going to have to do is add some columns, we need to be able to add more information to our list, and one of the great things about SharePoint is, it has a group of existing site columns that you can add to a list, so you don't have to get into creating custom columns, there's a whole bunch of them that you can add and they already have their own characteristics and we're going to take a look at that. But don't panic, we will get into creating custom columns later on in the course. The last thing Jerry's going to do with this list then is change the list view, we're going to change the way the list shows up in SharePoint. And if you don't understand that, just hang in there with me, we're going to get there. We've got a lot of fun stuff, so why don't we go ahead, and let's get started.
Create a List with a Selection Menu Hi, welcome to Pluralsight. My name's Bill and this module is Create a List with a Selection Menu. So what exactly does that mean? Well, let's take a look. We're going to start by adding a selection menu to a list that's already been created. You've seen how to create simple lists, a couple different custom lists, we've already got just a regular list, so we don't need to show you how to do that again, this is actually going to be a pretty short module. But we're going to add a couple more columns to that list, and one of them is going to contain a little drop-down menu that people can choose one of several options to pick from. So our scenario is, Georgia is our HR director and she has a list of all the employees, she wants to add a column so that she can choose off of that list what type of insurance plan that employee has, whether it's an HMO, or PPO, an HSA, or if there's no insurance plan, if they've opted not to have any insurance coverage by the company. The next thing we're going to do is add a Yes/No checkbox. This is another column in our list and it's going to be for family coverage. So, Georgia will have a little checkbox and she can check Yes, they have family coverage, or No, they do not. And that's it, that's really all we're going to cover in this module. So, why don't we go ahead and let's get started.
Import and Export Data Hi, welcome to Pluralsight. My name's Bill, and this module is Import and Export Data. Let's take a look. We are going to start by importing data from Excel. We can do this. SharePoint is very friendly with Office programs, and it makes it very simple for us to go ahead and take data that we have in Excel spreadsheet and import it into SharePoint as a list. So this is going to be a lot easier than typing out all of this information or copying and pasting right into SharePoint from Excel if you already have that data existing somewhere and you want to get it into SharePoint, in a SharePoint list, this is what we're going to see how to do. We'll start by talking a little bit about the things you need to do to prepare that Excel workbook, and then we'll the data in. Next, we're going to take a look at sorting and filtering a view. Now if you've worked with Excel you know it has wonderful sorting and filtering options, but we also have a lot of those options in SharePoint as well, with a SharePoint list, and we are going to look at them just sort of in the List View itself, the standard default view, but we're also going to look at modifying that default view so that we can sort and filter our list that way. It's pretty cool stuff. The last thing we're going to do is we are going to take our SharePoint list, and we're going to export it out of SharePoint and back into Excel for printing or whatever it is that we want to do with it in Excel afterwards. So a lot of really great stuff, why don't we go ahead and let's get started.