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Windows SharePoint Services and Excel 2003 give you the ability to create a list in Excel and then publish it to a SharePoint site. This functionality is very useful when you want to quickly present or have information updated by several people on SharePoint site. Please follow the steps below to create a new list and publish it. (This article will only discuss the detail of creating a new list and how to publish it. Another article will follow that will discuss some of the list functionality in Excel.)
Open Excel 2003 then go to Data ~> List ~> and Create List or simply press CTRL L.
Once you executed the Create List command a small box will appear and ask where the data is for your list and if list has headers. Since this example is not using existing data or headers you will just click the OK button.
Once the above step is completed the list is created and Excel adds the List toolbar to the screen and encloses the list in a blue box. The purpose of the blue box is to allow you to visually see what information is contained in the list.
At this point you would add your data to the list and when finished you would click the List and then Publish List menu command on the List toolbar.
Once the Publish List command has been executed we will need to enter
• a URL address to the SharePoint site that list will be Published to
• if we want to link to the new SharePoint list after it has been published
• name of the list
• description of the list
into the Publish List to SharePoint pop-up screen.
Once you have entered all the information in the "Publish List to SharePoint Site" then click the Next or Finish button. If you click the Next button it will display the all the column names and data types that are associated with list. These will be the names and data types that will be used in the new SharePoint list.
When the Finish button is clicked on Step1 or Step2 pop-up window it will then publish the list to the specified SharePoint site. A small pop-up window will confirm that list was published and display a clickable http link to SharePoint list.
Now you have published a fully functional list to your SharePoint site that anyone can use. By default the list will not appear on the Quick Launch bar and the default view is Datasheet view.
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