custom view Archives - Donna's Technology Resources https://donnasresources.com/tag/custom-view/ Passionate about Excel training, automation, and Power BI Fri, 01 Feb 2019 00:14:29 +0000 en-US hourly 1 146826118 Creating a Dynamic [Today] Filtered View in SharePoint to show “Recent Stuff” https://donnasresources.com/how-to-create-a-dynamic-today-filtered-view-in-sharepoint/ Fri, 01 Jun 2018 13:25:56 +0000 http://donnasresources.com/?p=613 The [Today] parameter is a  dynamic parameter that can be add some enormous benefit in creating a custom view.  Using {Today] is powerful because it can filter a column based on the current date. Some examples of ways to use Read More ...

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The [Today] parameter is a  dynamic parameter that can be add some enormous benefit in creating a custom view.  Using {Today] is powerful because it can filter a column based on the current date.

Some examples of ways to use the [Today] parameter are:

  • Displaying items created over the past week
    • with a filter for showing “Created is greater than or equal to  [Today]-7”
    • This view could be called “Recent Stuff”
  • Displaying items or documents that have expired:
    • with a filter for showing “Expiration Date is less than [Today]”
  • Displaying deadlines values that are less than 7 days from now:
    • with a filter for showing “Deadline is greater than [Today]+7”
  • Showing all tasks that are due in the next 7 days or overdue:
    • with a filter for showing “Due Date is less than [Today]+7 OR Status is not equal to Completed”

Steps to Create a [Today] filtered view:

  1. Go to your Library or List Settings.
  2. Click on Create a View.
  3. In the view creation screen, scroll down to the Filter section.
    • Filter for the desired situation.  Use the examples above as a guide to set the parameters as needed.
    • In this screenshot, I am filtering for all documents that have been created OR modified in the last 3 days.  These settings result in creating a “Recent Stuff” view.
    • When typing the expression using the  [Today] parameter, make sure to type the entire expression without any spaces.

One limitation of the [Today] field is that it cannot be used for formulas in Calculated Columns.

Related Posts:

How to Create a Dynamic [Me] Filtered View in SharePoint

SharePoint Resources

 

Please leave a comment if you found this post useful.

 

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Creating a Dynamic [Me] Filtered View in SharePoint to show only “My Stuff” https://donnasresources.com/how-to-create-a-me-filtered-view-in-sharepoint/ Wed, 30 May 2018 01:08:17 +0000 http://donnasresources.com/?p=586 Have you ever had the wish that you would like a SharePoint list or library to only show those items relevant to you? One of the most powerful custom views  you can create in SharePoint is a [Me] view.  A Read More ...

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Have you ever had the wish that you would like a SharePoint list or library to only show those items relevant to you?

One of the most powerful custom views  you can create in SharePoint is a [Me] view.  A view using this parameter  filters for items related to the currently logged-in user.  If you make a [Me} view your default view in a library, then whenever you visit the library, you will immediately see those particular documents that are connected to you.  Essentially use of the [Me} parameter allows you to create a “My Stuff” view.

A [Me] view could be created to show only those items:

  • that you created by showing items when”Created By is equal to [Me]
  • that you modified by showing items when “Modified By is equal to [Me]
  • that have you tagged by using metadata:  for example showing items when column  “ Salesman is equal to [Me]
  • that have been assigned to you by showing items when “Assigned To is equal to [Me]

Steps to Create a [Me] view:

  1. Go to your Library or List Settings.
  2. Click on Create a View.
  3. In the view creation screen, scroll down to the Filter section.
    • Filter for the desired situation from the list above.
    • In this example, I am filtering for all documents created OR modified by me.

Setting for Creating a My Stuff view in SharePoint using the [Me] parameter at donnasresources.com

Remember how cool it is that a [Me] view filters for the current user who is logged in to the site.  Whether or not you make it the default view depends on the specific use of the library or list.

Related Posts:

How to Create a Dynamic [Today] Filtered View in SharePoint

SharePoint Resources

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