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  • #4215273
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    How do I set up certain types of data in an imported Microsoft List?

    by wm.m.thompson ·

    I have moved a Microsoft List from one shared platform to my platform. The way I did this was to first download it as an Excel file to my local computer. Then I formatted the CSV data to be an actual Table in Excel. Then I saved this into an Excel Workbook file.

    Now, I assume it goes without saying that, doing all this and using the resulting file to upload and create a new Microsoft List would mean that all the data type information is lost and each column would be assumed to be text.

    After I have used the Excel Workbook file to set up the new Microsoft List, I am taken to the “Customize” phase where I can define the column type. I can match the “Title” column to be the same as the Microsoft List I am copying from. I can set data types defined as Choice to be a Choice type. But here I come to my first question. How do I further set up a Choice data types to be a set of types and have them color-coded as they are in the List I am copying from?

    And here is my second question. A few of the columns are Person types. How do I set up a Person type? The Person option is not even available as an option in the Customize phase.

    The only options I am given are:

    * Single Line of Text
    * Multiple Line of Text
    * Choice
    * Title
    * Do Not Import

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    • #4215303
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      Re: Microsoft List

      by kees_b ·

      In reply to How do I set up certain types of data in an imported Microsoft List?

      https://answers.microsoft.com/en-us/msoffice/forum/all/duplicate-a-microsoft-list-with-contentdata/2c89f076-7e47-4715-a314-1d4958307dd3 might help.

      It seems a common question. 175 people had the same question, and there are 37 replies, which might be helpful also.

      • #4215363
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        Reply To: How do I set up certain types of data in an imported Microsoft List?

        by wm.m.thompson ·

        In reply to Re: Microsoft List

        Unfortunately, this information I already know. I know how to export a List into an Excel file and I know how to import that Excel file into a Microsoft List. The issue is how to format a Choice data type once I have imported that Excel file and set the column data type to “Choice”.

        Also, I need to know how to make a Person data type. I am thinking right now that I would have to delete the column since it does not come OOTB, and then add a Person data type to replace the deleted column. Is that right?

        Finally, there is one more thing I would like to understand because it pertains to another list I am working on. How do I crate a “Card” type data column?

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