Friday, August 31, 2012

Use a Text Filter Web Part

 

First, insert a simple web part that displays your list data.

  1. Go to the page where you want the data.
  2. On the Page tab, click Edit.
  3. Do one of the following:
    a) Click an area where you want the data to be placed. Then on the Insert tab, click Web Part
    b) Click Add a Web Part
  4. On the left, click Lists and Libraries.
  5. On the right, click the name of your list or library, and then click Add.

Second, insert the text filter web part.

  1. On the Page tab, click Edit.
  2. Do one of the following:
    a) Click an area where you want the text filter to be placed. Then on the Insert tab, click Web Part
    b) Click Add a Web Part
  3. On the left, click Filters. On the right, click Text Filter, and then click Add.
  4. Change the name of the filter web part. In the upper-right corner of the web part, click the small arrow, and then click Edit Web Part
  5. Under Filter Name, type a friendly name of the web part (something other than Text Filter).
  6. Under Title, type a friendly name of the web part (something other than Text Filter).
  7. In the lower-right, click Apply.
  8. In the upper-right corner of the web part, click the small arrow, click Connections, and then click Send filter Values To, and then choose the list you want to send filter values to.
  9. Click 2. Configure Connection
  10. For Consumer Field Name, choose the column you want the filter value to be compared to.
  11. Click Finish.
  12. At the bottom of the web part panel, click OK to finish editing.
  13. On the Page tab, click Save and Close.
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7 comments:

  1. Very easy to follow! Thanks.

    ReplyDelete
  2. I couldn't understand #9 onwards:
    9. Click 2. Configure Connection
    10. For Consumer Field Name, choose the column you want the filter value to be compared to.

    ReplyDelete
  3. You should get to see a dialog box showing

    1. Choose Connection
    2. Configure Connection which you can configure

    ReplyDelete
  4. Good Information on Text Filter in SharePoitn

    ReplyDelete
  5. Hi, I want to filter multiple columns using same filter. Any solution for this.

    ReplyDelete
  6. Google popup blocker was blocking the Connection To popup. Thanks!

    ReplyDelete