Microsoft Lists vs Excel: When to use which

I often dive into this particular topic during my trainings because it’s one of the most common questions I get when introducing Microsoft Lists. Once people start to see the potential of Lists, they begin to wonder if some of their current Excel-based workflows could be better managed with Lists. This leads to an important discussion: when should you transition to Microsoft Lists, and when does Excel still reign supreme?

To make things clearer, I recorded a new video tonight that concisely answers this question without getting too bogged down in the details. It’s designed to help users quickly understand the core differences and make informed decisions about which tool to use based on their specific needs.

In the video, I highlight the collaborative nature of Lists as well as the power of Excel to handle large datasets and analysis. I hope you find it helpful, and I’d love to hear your thoughts in the comments! Feel free to share your experiences and any insights you’ve gained from using both tools.

Let’s keep the conversation going—what processes do you think are better suited for Microsoft Lists versus Excel?

Watch my video, Microsoft Lists vs Excel, here.

And please subscribe to my YouTube channel for more Microsoft 365 tips and ideas.