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Jul
14

SharePoint filters pane

by admin in Office 365, SharePoint Comments: 0
 New Peak Solutions - SharePoint

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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