SharePoint 101: Views

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SharePoint 101: Views

Transcript of SharePoint 101: Views

Page 1: SharePoint 101: Views

SharePoint 101: Views

Page 2: SharePoint 101: Views

SharePoint 101: SharePoint Views

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What's a SharePoint View?• A View is a way to change how the content you have in lists

and libraries is displayed

• They're created within the lists or libraries themselves

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SharePoint 101: SharePoint Views

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SharePoint Views• A "view" is already used by default when you create a list or

library

• Several View "templates" exist, and each is meant to provide you with its own fixed set of out-of-box options, depending on what you're trying to do.

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SharePoint 101: SharePoint Views

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Examples of SharePoint View Templates

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SharePoint 101: SharePoint Views

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Standard View

It's the default view for (most) lists or libraries and shows content as a table

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SharePoint 101: SharePoint Views

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Styles for the Standard View

They add a twist to the plain Standard View, make it look different

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Learn More

To Understand SharePoint Views, You've Got To Know What Lists & Libraries are!

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SharePoint 101: SharePoint Views

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Calendar View• A SharePoint Calendar is basically a list in disguise. -> filter by

months, weeks, days, etc.

• This means you can turn pretty much any list containing a Date & Time column into a calendar.

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SharePoint 101: SharePoint Views

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Datasheet View• A lot like an Excel table. Allows for bulk editing of items.

• Makes all cells of your table editable, great for working quickly on a lot of content.

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SharePoint 101: SharePoint Views

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Gantt View

Typical Gantt chart

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SharePoint 101: SharePoint Views

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How to Create/Modify a SharePoint View

• Every view can be modified, even the one currently used (but you should create a new one if you still need the current one)

• You can create a new View using an existing one as template

• Creating a view: Many settings are available to you, go on and customize yours to fit your needs.

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SharePoint 101: SharePoint Views

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Public or Private views• Only you can see and select a private view (that you've

created).

• However, you also have the option of creating a custom view and making it public. This way, if someone else in your organization likes your view and wants to use it, they can simply select it.

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SharePoint 101: SharePoint Views

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View Options - Columns• Choose which columns to add

in your view and in which order from the left

• Some columns may appear multiple times with different settings (add/remove the dropdown menu for example)

• Some of these even represent actions like "Edit"

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SharePoint 101: SharePoint Views

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View Options - Filters• You can apply Filters to modify your view.

• Special filter values exist, such as:

• [Me] represents the currently logged in user

• [Today] represents today's date

• Etc.

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SharePoint 101: SharePoint Views

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View Options - Other options• Group by - allows you to group your content by specific

column data. Combined with the Totals view option, it will also provide this value for each group

• Folders – You can choose to create a view without your created folders to help users focus on using tags (metadata)

• And a few other fun options

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SharePoint 101: SharePoint Views

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What you should know• You cannot assign permissions to a view

• You cannot block someone from seeing the columns you hid in a view

• Can be used by Web Parts to show what you created on pages

• Limiting what people can see in a view does not affect permissions

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SharePoint 101: SharePoint Views

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Use Views to sort your items in lists/libraries instead of folders. It makes

searching for information much easier.

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