Showing posts with label Web Parts. Show all posts
Showing posts with label Web Parts. Show all posts

Sunday, September 2, 2012

Work with wiki pages

 

  • Create a wiki page
  • Edit a wiki page
  • Format content on a page
  • Insert items on a page
 
Create a wiki page

To create a wiki page:

  1. On the Site Actions menu, click New Page.
    Site Actions Create New Page
  2. In the New Page dialog box, type a name for the page, and then click Create.
    New Page dialog box
    Note    By default, new pages are stored in a page library, which is called Site Pages.
Edit a wiki page
  1. On any wiki page, click the Edit button.
    Edit
    Note    This step may be unnecessary if you just created a page, because a new page opens in edit mode.
  2. Edit the page by doing one of the following:
  • Typing or pasting content and then formatting it. Click the Format Text tab.
    Format Text tab
  • Inserting items. Click the Insert tab.
    Insert tab under Editing Tools
  1. When you finish editing the page, click the Save & Close button.
    Save Close
    Note    The Edit button appears when a wiki page is in saved mode. The Save & Close button appears when the page is in edit mode.
Format content on a page
  1. To format content on a page, click the Format Text tab.
    Editing Tools tab & Format Text tab
    Note    The Spelling button is available only on SharePoint Server 2010 sites that have the publishing infrastructure turned on. Ask your administrator about this option.
  2. Choose from the following options:
  • Type or paste text onto the page.
  • Click the Font, Paragraph, and Styles options to format text on the page.
  • Click Text Layout to change the page layout.
    Text Layout
Insert items on a page
  1. To insert an item on a page, click the Insert tab.
    Editing Tools tab & Insert tab
  2. Choose one of the following options:
  • Insert a table.
    Click Table, and then select a size for the table.
    Table
  • Insert media such as a picture or a video or audio file.
    Click Picture.
    Picture
    Click Video and Audio.
    Video and Audio
    Note    The Video and Audio button is available only on SharePoint Server 2010 sites that have the publishing infrastructure turned on. Ask your administrator about this option.
  • Insert a link by using a web address (URL) or by inserting a file on the page.
    Click Link.
    Link
  • Insert a file.
    Click Upload File.
    Upload File
  • Insert a Web Part.
    Click Web Part.
    Web Part
    Click Existing List.
    Existing List
  • Create and insert a Web Part.
    Click New List.
    New List

 

SharePoint pages

 

  • Can I edit this page?
  • What kind of page is this?
  • How do I start editing a page?
  • How do I format content on a wiki page?
  • How do I insert items on a wiki page?
  • What tools can I use to format content on a wiki page?
  • What items can I insert on a wiki page?
 
Can I edit this page?

Check the Site Actions menu for the Edit Page option. If the page has an Edit Page option, it is an editable page. Wiki pages and Web Part pages are editable pages on SharePoint 2010 team sites.

For example, Web Part pages have an Edit Page option.

Edit Page command to modify web parts page

Wiki pages have both an Edit Page option and an Edit button above the ribbon (just left of the Browse tab).

Edit Page command

If you don’t see an Edit Page option, it is not an editable page. System pages, such as All Site Content or Site Settings, don’t have an Edit Page option on the Site Actions menu.

What kind of page is this?

Wiki pages have an Edit button Edit button in wiki above the ribbon.

Edit button above ribbon

Web Part pages don’t have an Edit button.

No Edit button

How do I start editing a page?

On a wiki page, click Edit.

Edit button in wiki

On a Web Part page, on the Site Actions menu, click Edit Page.

Edit Page command to modify web parts page

How do I format content on a wiki page?
  1. To start editing the page, click Edit.
  2. On the Edit ribbon, click Format.
    Format Text tab selected
How do I insert items on a wiki page?
  1. To start editing the page, click Edit.
  2. On the Editing ribbon, click Insert.
    Insert tab selected
What tools can I use to format content on a wiki page?

The Format tab provides tools to work with the following:

  • Edit
  • Clipboard
  • Font
  • Paragraph
  • Styles
  • Layout
  • Markup

Format Text tab on ribbon

What items can I insert on a wiki page?

The Insert tab provides tools to insert and work with the following:

  • Tables
  • Media
  • Links
  • Web Parts

Editing Tools tab with Format Text selected

 

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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Display List Data with a Chart in SharePoint 2010

  • Display list data with a bar chart
  • Display list data with a pie chart

Display list data with a bar chart

  1. Go to the page where you want the bar chart.
  2. On the Page tab, click Edit or Edit Page.
  3. Do one of the following:
    a) Click an area where you want the chart to be placed. Then on the Insert tab, click Web Part
    b) Click Add a Web Part
  4. On the left, click Business Data. On the right, click Chart Web Part, and then click Add.
  5. Click Data & Appearance, and then click Connect Chart To Data.
  6. Click Connect to a List, and then click Next.
  7. Under List, select the list you want, and then click Next.
  8. Click Next.
  9. Choose columns for the Y Field and X Field.
  10. Click Finish.

Display list data with a pie chart

  1. Go to the page where you want the bar chart.
  2. On the Page tab, click Edit or Edit Page.
  3. Do one of the following:
    a) Click an area where you want the chart to be placed. Then on the Insert tab, click Web Part
    b) Click Add a Web Part
  4. On the left, click Business Data. On the right, click Chart Web Part, and then click Add.
  5. Click Data & Appearance, click OK, and then click Connect Chart To Data.
  6. Click Connect to a List, and then click Next.
  7. Under List, select the list you want to display in the chart, and then click Next.
  8. Click Next.
  9. Choose the proper columns for the Y Field and X Field.
  10. Click Finish.
  11. Click Data & Appearance, and then click Customize Your Chart.
  12. On the left, click Pie, and then click a pie template on the right.
  13. Click Next.
  14. Select a theme, or specify width, height, and so on.
  15. Click Next.
  16. Choose title or legend options as necessary.
  17. Click Finish.
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