Introduction
For any purpose requiring a blank template, refer to this article for guidance. Here, you'll find instructions on how to create and use an Excel template for various tasks, ensuring a blank starting point for your projects.
Steps for creating a user excel template
Below are the steps for easily creating a user Excel template with less effort
Step 1. Export to Excel
-
First, export the list to Excel that you want to bulk import. Once you click on "Export to Excel," a query.iqy file will be downloaded.
Step 2. Open the Excel Template
-
Open the query.iqy file where it was downloaded, click the Enable button, and then a credential prompt will appear. Enter the same credentials used to export to Excel from the SharePoint list.
-
Once the Excel file opens, sign out the credentials used to open the Excel, and then only include the columns you require while removing other columns and their data. Save this empty template to your local folder.
Step 3. Replace the table name with the name you want to update.
-
First, select the Table Design tab and replace the table name with the desired name.
Step 4. Upload the blank Excel template to the document library.
-
Click on the Upload tab and upload the created Excel template.
Conclusion
Using this article, you can easily create an Excel template with minimal effort. Additionally, you will learn how to export and upload Excel files.
Join the conversation! Your thoughts help the community grow.