Data Entry using Microsoft Lists

Learn how to use Microsoft Lists for data entry and multi-user data capture. Stop using Excel. Eliminate the need for multiple file copies, copy paste and manual consolidation. Get direct, live and auto-refreshable reports in Excel and Power BI. Manage security of data – each person can see and edit only their own data. Automate what happens after data is added. Choose from a wide range of data types. Learn everything about using Microsoft Lists. Watch the video and learn from detailed Q&A.

Microsoft Lists – event video – watch, try and learn

Microsoft Lists video Table of Contents

Use this TOC to jump directly to a specific topic within the video. Remember to watch the extensive Q&A where common questions are answered in detail – with demos.

1. Intro
2. Problems with Excel based data entry
3. How to start using Microsoft Lists
4. Create a new List for lookup
5. Version History
6. Create new list for data capture
7. Types of columns
8. Lookup from another list
9. Enter data into a list
10. Using views in a list
11. Sharing a list with others
12. How to prevent people from editing other’s data
13. Multi-user data entry
14. Adding column to know who added which row
15. Export to Excel
16. Refreshing data in Excel
17. Auto-refresh while opening the file
18. Create Pivot Table report from a list
19. Adding Lists to Teams
20. Automating actions after data is added to list
21. Power Automate Demo
22. Q&A

Further Reading

SharePoint List – create custom permission levels

A single list can have up to 30 million rows. SharePoint capacity and limits