SharePoint filters pane


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SharePoint Filters Pane 

WhiteMicrosoft continues to update user experiences and customizability in SharePoint lists and libraries and one their latest SharePoint features is metadata-driven filtering in the filters pane. The SharePoint filters pane allows filtering on one or more column values simultaneously, columns based on Managed Metadata term hierarchies, allow filtering on parent terms in addition to single terms.  Microsoft started pushing these changes out in June.SharePoint Filters PaneWhite

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Using the SharePoint Filters Pane

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Click on the filter icon SharePoint Filterat the top right of your SharePoint list or library to open the filters pane.  Each filter is represented using a visual control related to its data type. For example, a date column is represented with a slider control.

SharePoint Filters Columns

  • The SharePoint filters pane provides a great way to filter content in modern lists and libraries.
  • Columns that were previously configured in metadata navigation settings will now appear in the filters pane automatically.
  • The filters pane uses machine learning to suggest the columns most likely to be used for filtering. 
  • A user can permanently add columns to stay in the filters pane view by clicking the options menu (“…”) next to the name of each column in the filters pane, opens a context menu that lets a user pin the column permanently to the pane.

 

SharePoint Pin for filtering

  •  Additional filters can be added to columns in the SharePoint Filters Pane. To add this filter column in the select the column in the document library view and then click on: Column settings –> Pin to filters pane.


SharePoint Filters Pane - Add column to pane

  • When you’ve filtered your list or library and want to go back to a blank canvas just click on the clear filter icon SharePoint Filter Pane - Clear Filter at the top right of the filter pane.
  • Views allow you to save your filter selections as a new view that you can open up again in the future with your saved filtered view.

SharePoint Filters Pane - Save View


Previously, classic document libraries using metadata navigation were used on the left side of the page for advanced filtering. However, these types are no longer compatible with modern user experiences. This updated SharePoint filters pane now makes metadata navigation compatible with modern lists and document libraries.

As mentioned earlier, metadata navigation configured in classic SharePoint lists or libraries will be automatically added to the filters pane for modern lists and libraries.

References

Microsoft article

Office article

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Delivering great customer experience

Our SharePoint team have expert knowledge in SharePoint 2007, 2010, 2013 and SharePoint Online. Our highly experienced SharePoint team will help your company leverage the power of Microsoft’s leading sharing and collaboration tool. We will help your business achieve future growth, our experts will put a plan in place to drive SharePoint user adoption and continued success.

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SharePoint User Adoption 2

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SharePoint User Adoption

WhiteSharePoint User Adoption – Continued from Page 1.  This is part 2 of our SharePoint User Adoption article.  Please click the link above if you have not read part 1. If you have already read part 1, please follow on reading below.  Enjoy!!!White

SharePoint User Adoption

 

 

Functionality

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Maybe obvious, but its vital everything on your site works, whether it’s errors displaying or some other system failure but your users can lose faith quickly.

  • Make sure that the SharePoint environment works as needed on its release and it addresses the company’s major pain points.
  • Have a clear communication mechanism in place for users to report and resolve bugs and fixes.

 

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Ownership

WhiteIt can be very beneficial to allow different departments and teams to own their sites

  • This allows them full control over their content that appears on the site, allowing them to gain as much potential growth as possible.
  • They now feel they have the power to envision other ways to use SharePoint.

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Sponsorship

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  • SharePoint user adoptions can gain huge momentum when one of the top executives believes in it and the potential it brings.
  • When top management sponsor this type of project, user adoption has a much greater chance of success.

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New Features

WhiteAs mentioned earlier in article, the first edition of SharePoint is just the beginning.

  • Keep rolling out new features for your user base.  These might be dashboards for projects and manufacturing, workflows for processes etc.
  • Make your users aware of the endless possibilities, your users will then end up driving increased functionality and adoption.
  • Keep training and keep communicating

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About Us – New Peak Solutions

Delivering great customer experience

Our SharePoint team has expert knowledge in SharePoint 2007, 2010, 2013 and SharePoint Online. Our highly experienced SharePoint team will help your company leverage the power of Microsoft’s leading sharing and collaboration tool. We will help your business achieve future growth and help put in in place a plan to drive user adoption and continued success.

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SharePoint User Adoption

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Getting users to adopt SharePoint

WhiteSharePoint Intranets and portals, no matter how well built can easily fail if your employees are not happy to use it. This is most noticeable when building a new SharePoint environment to the company’s users. 

People generally find the easiest way to accomplish their tasks at work and the route they take is not necessarily the best way. Two conditions must be met if you want them to use a better approach. Number one, the new method should be easier and show clear advantages over the old routine, and number two, the new approach should include training so they can fully appreciate how easy it is.

However what happens quite often, is a new model is brought in with impressive features and tools but along with a lack of planning and training.  Users will seldom take the time to learn this new functionality and in many cases, might not even be aware it exists.

This article will help explain some of the pitfalls of SharePoint implementations and the steps you can take to avoid them to encourage great SharePoint user adoption.

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SharePoint User Adoption

 

 

Reasons for Using SharePoint

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SharePoint at its core is an application that helps improve productivity and decision-making power of the users.  Well developed SharePoint Intranet and Portals can give invaluable help to your employees, boasting the bottom line for your business.

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An Intranet should be a place where employees do most of their work such as

  • View company specific news and content (Published content)
  • Collaborate within their team and other teams
  • Manage documents
  • Manage Projects
  • View all essential content related to their jobs
  • Submit and manage requests through forms such as PTO, expense claims, open enrollment etc.
  • Search for relevant content – both internal and external to SharePoint

 

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SharePoint User Engagement

WhiteThis area is critical for a successful SharePoint implementation.  Time spent focusing on the following areas will help you achieve a successful SharePoint Intranet that will bring many benefits to your company and avoid an implementation that gets deemed a failure. Remember you only get one chance to make a first impression and making it successful is the name of the game. User adoption is the most important part of your SharePoint implementation. I talked to a client previously and they planned on doing a new implementation several years after their first.  Their first went so badly they asked if we could not even mention that the new implementation was SharePoint based.  Lets not put ourselves in that position.WhiteLets start looking at some of the keys steps for successful SharePoint user adoption

  • Implement SharePoint in Phases
  • Market the Solution
  • Education/Training
  • Branding
  • Functionality
  • Ownership
  • Sponsorship
  • New Features
  • Show the potentials to teams/departments

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Implement SharePoint in Phases

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  • Break it down into manageable phases, use “think big, start small” approach, create a plan (road-map) and implement phase by phase
  • Make it easy for your users. Too much too soon can cause adoption issues
  • Prioritize phases and roll out one by one for better SharePoint user adoption.

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Market the Solution

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  • Intranet Champion: Staff communications should be led by an executive at the organization – engagement by leaders is critical in achieving broad SharePoint user adoption.
  • It is beneficial to communicate and market each phase so users know whats coming.
  • By engaging the business user community early and actively focusing on the benefits to them and their role the stage will be set for broad based users adoption.
  • Encourage early adoption with prizes etc.
  • Before your implementation start with demos. Show users how it all works and increase your changes of successful SharePoint user adoption.

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Education/Training

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Training is very helpful for a successful implementation. Training does not have to be expensive. Depending on how your organization is setup you can do

  • Lunch & learns.
  • Quick 30-min workshops during the week.
  • Online training.

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Also, remember, it is not just a technology change, it is a business process change as well. Make sure when you do training, you align it within the context of the users’ work scenarios/use cases for user adoption.

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Training can follow different paths for different users

  • Training on the new SharePoint Intranet site and subsequent site updates/enhancements for regular users.
  • More advanced training for power users so they learn more about the product itself.

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Branding

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  • The main advantage of branding your intranet is to create a sense of connection and ownership among employees. It can be hard for staff to get behind the out-of-the-box look and feel of a SharePoint intranet.
  • If employees develop a strong association with your intranet, or feel a personal attachment to it, they are much more likely to use it and help you achieve great SharePoint user adoption.

 

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Delivering great customer experience

Our team of experts have knowledge in SharePoint 2007, 2010, 2013 and SharePoint Online. Our highly experienced SharePoint team will help your company leverage the power of Microsoft’s leading sharing and collaboration tool. We will help your business achieve future growth and work with you to put a plan in place to drive SharePoint user adoption and continued success.

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