Part 1 – Importing a CSV file into SharePoint 2013 – Introduction

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Part 1 – Importing a CSV file into SharePoint 2013 – Introduction

Like This Blog 0Spike Xavier
Added by October 5, 2016

In this SharePoint 2013 training videos series, we’re going to take you step-by-step through the process of taking a Comma Separated Values (CSV) text file, with some data inside of it, importing it into Excel, preparing the Excel document, and then importing that into SharePoint 2013. Download the CSV file.

Download the Products.csv file.

5 Part SharePoint Video Training Series – Importing a CSV file into SharePoint 2013.

  1. Introduction
  2. Prepare the Excel File
  3. Create the List in SharePoint 2013
  4. Create the Views in SharePoint 2013
  5. Create the SharePoint Home Page Dashboard

For instructor-led SharePoint training, see our class schedule.

The SharePoint list, once it’s put into SharePoint, will have all of the data we imported, and then we’re going to go ahead and add a Retail Price column to that list.

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The Retail Price column is going to be based on a calculation that we’re going to perform on the unit cost of the product that was brought in.

When we’re done, we’re going to have a numerous products that belong to different departments and have different price ranges. Then we’re going to go through the process step-by-step of creating different views, or ways of looking at the data in that list.

We then will have a view of all the products by department that looks like this:

002-import-csv-text-file-into-sharepoint-2013

You can see that there are 28 products in the Accessories Department, and if we expand that down, you can see them sorted by Retail Price from low-to-high.

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We’re also going to be creating several views on the list of the ProductsByPrice. For example, all of the products that are under $50,” so we’ll create a view.

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Next, we will create a view of products that are between $50 and $100, and finally we’ll create a view of products that are over $100.

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When we’re finished, we’re going to create a series of dashboard pages and add to the navigation of the Quick Launch bar. We’re going to have one page that’s a dashboard of the ProductsByDeparment.

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We’re going to have another dashboard that’s going to be of the ProductsByPrice and Department.

Here is the ProductsByPrice and Department.

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You can see that products that are under $50, which are sorted by Department.

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Then users can quickly come in and expand that, and they can see the individual products that are under $50 in the accessories department, etc…

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We’re also going to have a page that just shows the ProductsByDepartment, which is leveraging that view.

010-import-csv-text-file-into-sharepoint-2013

You can see within each department, it has the full range of prices of each of the products. They’re grouped by Department.

All of this is going to be done with out‑of‑the‑box SharePoint functionality. None of it it’s going to require custom programming. We’re even going to go through the process of making our products by DepartmentsByPrice, dashboard page. We’re going to go ahead and make that our home page of our new sub‑site.

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Because there’s a lot of information for this, we’re breaking this up into five steps-by-step videos.

This is the intro.

The next topic will be preparing the Excel file. Then we’ll go ahead and use that Excel file, that’s now brought in as an XLSX file from the CSV, into SharePoint, and create the list.

Then we’ll do a bunch of work on the list; add the calculated column and create the views. Next we will create the Dashboard pages, add them to the navigation and set one of them as the home page.

Hopefully, you’ll find this really useful. Again, all of this out‑of‑the‑box. No special programming, no workflows, not even using SharePoint Designer. Just out‑of‑the‑box collaboration team site and a CSV file. Enjoy.

Spike Xavier
SharePoint Instructor – Interface Technical Training
Phoenix, AZ

5 Part SharePoint Video Training Series – Importing a CSV file into SharePoint 2013.

  1. Introduction
  2. Prepare the Excel File
  3. Create the List in SharePoint 2013
  4. Create the Views in SharePoint 2013
  5. Create the SharePoint Home Page Dashboard

 

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