Show items by delivery date with the SharePoint List Filter Web Part

You can configure the personal site on your My Site to show delivery dates for equipment, materials, and supplies by using a SharePoint List Filter Web Part and a List View Web Part. When your visit your My Site, you can see all items with delivery dates or just the items with a specific delivery date.

As the project manager for a construction company, you have to keep track of the dates materials, supplies, and equipment will be delivered to the construction site. You want to make sure these items are at the construction site when the project needs them.

To keep track of deliveries, you might use an Excel workbook that contains all the delivery dates for these items. Because the delivery information is in this workbook, you have to open this workbook every time that you need this information.

Instead of opening the Excel workbook that might only be available at one computer, you can put all this information in a list on your My Site. You can then see this information on any computer with an Internet connection. Further, you can also create different views of the data in this list to show in other pages on your My Site through a List View Web Part. Whenever you update the list with new information, any page with this List View Web Part will also be updated.

You can customize the view in this List View Web Part by using a SharePoint List Filter Web Part. The SharePoint List Filter Web part shows the unique values from a column of a list. When you select one of the options in the SharePoint List Filter Web Part, the List View Web Part shows only the rows whose columns contain the value selected in the SharePoint List Filter Web Part.

For example, you have a List View Web Part that shows all items with delivery dates.

The List Web Part that shows items with delivery dates.

The SharePoint List Filter Web Part displays the unique values from the Delivery Date column.

The SharePoint List Filter Web Part shows a dialog page with unique values from the column.

When you click an option in this page, the List View Web Part shows the items with the delivery date selected in the SharePoint List Filter Web Part.

The List Web Part shows only items with the delivery date selected in the SharePoint List Web Part.

To create this functionality, you will do the following:

  1. Create a new or use an existing Excel worksheet — you will create a worksheet in an Excel workbook that will contain the delivery information. If you already have an existing worksheet with the delivery information, you can go to the next step. If you already have the delivery information in a list on your My Site, you can skip the next step and go to the third step, Create a view.

  2. Create the list — you will import the information in the worksheet into a new list on your site. After you create the new list, you can archive or delete the workbook because you not need the workbook. You will work in this list to enter or update the information.

  3. Create a view — you will create a limited view because the list contains additional information that you do not want to show in the personal site.

  4. Add the Web Parts — you will add to the personal site of your My Site a List View Web Part and a SharePoint List Filter Web Part.

  5. Configure the Web Parts — you will configure the List View Web Part to use the limited view you created in a previous step.

  6. Connect the Web Parts — you will connect the Web Parts together to show the items that you will order on that date.

  7. Use the Web Parts — you will learn how to use these Web Parts.

Step 1: Create a new or use an existing Excel worksheet

Your worksheet should contain the following columns:

  • Description — the name of the item.

  • Delivery Date — the date the item will arrive at the construction site.

Your worksheet could resemble the following example worksheet:

The worksheet with the order data that will be imported as a list.

Note: This example worksheet has extra columns for other information. See how to use these extra columns in the article Show a list by category.

After you create the worksheet, save the worksheet to a location that is available to the My Site, such as the local drive.

Step 2: Create the list

  1. Click View All Site Content, and then click Create on the All Site Content page.

    1. Tip: In most cases, you can use the Site Actions menu Button image instead to complete this step.

  1. Under Custom Lists on the Create page, click Import Spreadsheet.

  2. In the Name box on the New page, type Order List. The name appears in the title bar and in the URL of the new list.

  3. In the Description box, type Contains equipment, materials, and supplies lead times and critical dates. The description appears under the title on the new list.

  4. Click Browse. In the Choose file properties page, browse to the location of the worksheet, click the worksheet, and then click Open.

  5. On the New page, click Import.

  6. In the Range Type list on the Import to Windows SharePoint Services list properties page, click Range of Cells. The Import dialog box with range of cells selected in the Range of cells list.

  7. Click inside the Select Range box and then in Excel, select the cells with the data that you want to import into the list.

  8. Click Import.

Note: After you create the list with the information from the worksheet, you can archive or delete the workbook as you will enter or update the delivery information directly in this list. The worksheet is not connected to the list.

Step 3: Create a view

  1. On the View menu view menu , click Create View.

  2. Under Choose a view format on the Create View: Order List page, click Standard View.

  3. In the View Name box, type Delivery Date. This name appears as a view in the Selected View list in the List View Web Part tool pane.

  4. In the Columns section, clear all check boxes.

  5. Select the Display check box for the following column names and then click the appropriate number in the Position from Left list.

  1. Column Name

  1. Position from Left

  1. Description (linked to item with edit menu)

  1. 1

  1. Delivery Date

  1. 2

  1. Click OK.

Step 4: Add the Web Parts

  1. Click My Home to see the home page of the personal site.

  2. On the Site Actions menu Button image , click Edit Page.

  3. In the Web Part zone where you want to add the Web Parts, click Add a Web Part.

  4. Under List and Libraries in the Add Web Parts--Webpage Dialog box, select the Order List check box.

  5. Open All Web Parts, which is after List and Libraries, and then select the SharePoint List Filter check box under Filters.

  6. Click Add.

Step 5: Configure the Web Parts

  1. Move the SharePoint List Filter Web Part above the List View Web Part.

  2. On the List View Web Part, click the Edit button Web Part menu , and then click Modify Shared Web Part.

    The tool pane for the List View Web Part opens so that you can configure the properties to show the correct view.

    The tool pane for the List Web Part

  3. In the Selected View list, click Delivery Date.

    The Order List Web Part tool pane with the Delivery Date as the selected view.

  4. In the message box about the results of switching the view, click OK.

  5. In the tool pane, click OK.

  6. On the SharePoint List Filter Web Part, click the Edit button Web Part menu , and then click Modify Shared Web Part.

    The tool pane for the SharePoint List Filter Web Part opens so that you can configure the properties to show the unique values for the delivery dates.

    The tool pane for the SharePoint List Filter Web Part

  7. In the Filter Name box, type Select a Delivery Date, and then click Apply.

    Type Select a Deliver Date in the Filter Name box.

  8. Next to the List box, click Browse.

    Click Browse which is after the List box.

  9. In the Select a Link -- Webpage Dialog page properties, click OK.

  10. In the View list, click Delivery Date.

    Click Delivery Date in the View list.

  11. In the Value field list, click Delivery Date.

    Click Delivery Date in the Value field list

  12. Click OK.

Step 6: Connect the Web Parts

  1. On the SharePoint List Filter Web Part, click the Edit button Web Part menu , point to Connections, point to Send Filter Values To, and then click Order List.

  2. In the Consumer Field Name list, click Delivery Date, and then click Finish.

  3. Click Exit Edit Mode.

Step 7: Use the Web Parts

When you visit the personal site on your My Site, you will see the SharePoint List Filter and List Web Parts. The List View Web Part shows all items with delivery dates.

The SharePoint List Filter Web Part and the List Web Part in the My Site page.

1. SharePoint List Filter Web Part

2. List View Web Part

When you click the Browse button, the SharePoint List Filter Web Part shows the Select Filter Value(s) -- Webpage Dialog page.

Click the Filter button to show the unique values in the List Web Part.

Click a date and then click OK. The List View Web Part shows only the items with the delivery date you selected in the SharePoint List Filter Web Part.

The List Web Part shows only the items with the delivery date selected in the SharePoint List Filter Web Part.

Note: The SharePoint List Filter Web Part clears the box when you leave the page.

Top of Page

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!

×