Use the Filter Actions Web Part

Use the Filter Actions Web Part when you have two or more filter Web Parts on one Web Part Page, and you want to synchronize the display of the filter results. For example, you can create a financial dashboard with several Web Parts that a user can change with a click of a button, based on a specific department, quarter, and region, and even save that filtered display as a personal default.

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Learn more about using the Filter Actions Web Part

Add a Filter Actions Web Part to a Web Part Page

Learn more about using the Filter Actions Web Part

This section discusses adding a Filter Actions Web Part to a Web Part Page and best practices for designing and maintaining Web Part Pages.

Adding a Filter Actions Web Part to a Web Part Page

When you add a Filter Action Web Part to a Web Part Page, it changes the behavior of the other filter Web Parts on the page. Unlike other filter Web Parts, you do not connect the Filter Actions Web Part to any other Web Part. After you add the Filter Actions Web Part to a Web Part Page, a user must click the Filter Actions button to see the results, after entering desired values for each of the other filter Web Parts. In effect, the Filter Actions button behaves as if a user is pressing ENTER or clicking OK for each of the other filter Web Parts.

Filter Actions Web Part

1. Two Excel Web Access Web Parts provide company sales information.

2. Two filter Web Parts can change the display results based on different values, such as "First" and "Accessories".

3. The Filter Action Web Part button displays the results with one click.

Best practices for designing and maintaining Web Part Pages

Here are a few best practices to follow as you design and maintain Web Part Pages:

  • Choose your Web Part Page template carefully    You can move Web Parts around on a Web Part Page to place them in any order and in any Web Part zone that you want. However, before you create a Web Part Page, think carefully about the template that you choose so that you can lay out the filter and List View Web Parts the way you want. When using a Web browser, you cannot change the template that you selected after you created the Web Part Page. If you have a Web design program such as Microsoft Office SharePoint Designer 2007, you can further change the structure of the Web Part Page.

  • Remove connections to disabled Web Part properties    In page edit mode, you can see which filter Web Parts are currently connected and how they are connected by a message that is displayed underneath the filter Web Part.

    In some cases, you may need to remove the connection to make a change to a disabled filter Web Part property. If this is the case, in the tool pane you see the following message to remind you:

    "You must remove the connection between the Web Parts to make changes to disabled properties."

  • Remove unused Web Parts from the Web Part Page    If you inadvertently close a Web Part, rather than delete it, the Web Part remains on the page as a hidden Web Part. To find hidden Web Parts, find the Web Part Page in the document library in which it is stored, point to the file name of the Web Part, click the arrow that appears, click Edit Properties, and then click the Open Web Part Page in maintenance view link. For more information about maintaining Web Parts, see Customize Web Parts.

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Add a Filter Actions Web Part to a Web Part Page

Note: The following procedure assumes you are creating a Web Part Page on a team site. Commands and instructions can vary on other sites.

Prepare the Web Part Page:    

  1. Do one of the following:

    • To create a Web Part Page, on the Site Actions menu Button image , click Create, and then click Web Part Page.

      For more information, see Introduction to customizing pages by using Web Parts.

    • To modify an existing Web Part Page, click Site Actions Button image , and then click Edit Page.

      The Web Part Page is displayed in Edit Mode.

  2. In the Web Part zone that you want to add the Web Parts to, click Add a Web Part.

    The Add Web Parts dialog box appears.

  3. Add at least two filter Web Parts and at least one other connectable Web Part to the Web Part Page.

    Tip: It's a good idea to verify that the Web Parts are working as intended first, before going on to the next step.

    Find links to more information about connecting filter Web Parts in the See Also section.

  4. Add the Filter Actions Web Part.

    Customize the Filter Actions Web Part:    

  5. On the Filter Actions Web Part, click the Web Part menu Web Part menu , and then point to Modify Shared Web Part.

    The Filter Actions Web Part enters Edit Mode, and the Web Part tool pane is displayed.

  6. The Filter Actions Web Part has the following default behaviors: it displays a button for the user to click, the text on the button is Apply Filters, the position of the button is to the left in the Web Part zone, and the Save as my defaults check box is enabled. Optionally, you can change the default behavior by doing the following:

    • To not display a button, clear the Show Apply Filters button check box. This disables the Button text check box and the Button alignment list box.

    • To display different text on the Filter Actions button, enter the new text in the Button text text box.

    • To change the position of the Filter Actions Web Part in the Web Part zone, select Left, Center, or Right from the Button alignment list box.

    • To prevent users from changing to new default values for the other filter Web Parts on the Web Part Page, clear the Allow users to save filter choices. By default, this check box is enabled.

  7. To save the changes, click OK at the bottom of the Web Part tool pane.

    Verify the results:    

  8. To exit Edit Mode and view the page, at the top of the Web Part Page, under the Site Actions Button image drop-down menu, click Exit Edit Mode.

  9. To dynamically change the results, enter values in the other filter Web Parts, and then click the Filter Actions button.

    If the Allow users to save filter choices property is enabled, to save to new default values, the user must enter values for the other filter Web Parts on the Web Part page, select the Save as my defaults check box, and then click the Filter Actions button.

    Note: If you don't see the Apply Filter button, make sure at least one of the filter Web Parts is connected to another connectable Web Part.

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