Connect a Filter Web Part to a List View Web Part

Connect a Choice Filter Web Part to a List View Web Part

 NOTE    The following procedure assumes you created a page on a team site. Commands and instructions can vary on other sites.

To edit a page you must have at least the permissions obtained by being added to the default <Site Name> Members SharePoint group for the site.

1. From a page, in the ribbon, click the Page tab, and then click the Edit command.

 NOTE    If the Edit command is disabled, you may not have the permissions to edit the page. Contact your administrator.

2. Click on the page where you want to insert a Choice Filter Web Part and a List View Web Part.
3. In the ribbon, click the Insert tab, and then click Web Part.

4. Under Categories, click Lists and Libraries, under Web Parts, click the List View Web Part you want, and then click Add. The new Web Part appears on the page.
5. Click the Web Part menu down arrow for the List View Web Part, and then point to Modify Shared Web Part.
6. In the Web Part tool pane, edit the custom Web Part properties by doing the following:

• To change the default view of the list, select a different view from the Selected View list box. For example, you may want to filter, sort, or group data a different way or display different columns. Alternatively, click Edit the current view to edit the current view of the list.

 NOTE    Whenever you select or edit a list view, a copy of the list design is made from the original site list design and saved with the List View Web Part. However, the list data remains the same.

Be careful when you switch to a different view from the current view. You may delete changes that you made to the current view and may disable Web Part connections that depend on columns in the current view. You are prompted for confirmation if you switch views.

• To change the toolbar, under ToolBar Type, select Full Toolbar, Summary Toolbar, or No Toolbar from the list box.

7. At the bottom of the tool pane, click OK.
8. Under Categories click Filters, under Web Parts click Choice Filter, and then click Add. The new Choice Filter Web Part appears on the page.
9. To configure the Web Part, do one of the following:

• In the Web Part, click Open the tool pane.
• Point to the Web Part, click the down arrow, and then click Edit Web Part. The configuration tool pane appears.

10. In the tool pane, type a name in the Filter Name box to identify the Web Part.

 TIP    You can also use the name as a label or a brief instruction to the user. For example, you can use Filter Reports By: as a label to tell users they can filter the view of a Reports list.

11. Enter the list of values and an optional description that you want a user to be able to select from the Select Filter Value(s) dialog box that appears when a user clicks the Filter button. For example, if you have a list of customers with a Status column, you can enter Standard, Preferred, and Elite as the list of values, each value on a separate line. These values are then used to match the values that appear in the Status column of the List View Web Part when a user enters a value and presses ENTER.

For each value on each line, you can also add an alternative description that appears in the Select Filter Value(s)dialog box instead of the values when the user filters the data. For example:

• Standard; A regular customer with an average credit rating
• Preferred; A regular customer with a high credit rating
• Elite; A high-volume customer with a high credit rating

 NOTE    The list of choices must contain at least one choice and must be unique. Neither the value nor the description may exceed 255 characters in length. The maximum number of choices is 1000.

12. Optionally, in the Advanced Filter Options section, do one or more of the following:

• In the Control width in pixels text box, enter a number indicating the width of the text box as the number of pixels, or an empty value or "0" to automatically size the text box. Because the value entered by the user appears in this text box, you probably want to make it wide enough for the largest possible value.
• To display a message that reminds the user to make a choice to filter the data, select the Require user to choose a value check box.
• To enter an initial value in the Choice Filter Web Part text box, enter a default value in the Default Value box. This default value is then used to display the initial list of values in the List View Web Part when the page first appears.
• To enable users to filter by a null value, select "(Empty)" value. For example, users may want to see all customers with no status defined.
• To enable the clearing of a filter so that users can see all the values in the List View Web Part, select Allow Multiple selections. In this case, the Select Filter Value(s) dialog box displays check boxes, rather than radio buttons.

 NOTE    You cannot use this feature to display the filtered results of two or more selections, because The List View Web Part does not support multiple selections. If a user chooses multiple selections, only the first selection is used.

13. To save your changes, at the bottom of the tool pane, click OK.
14. To connect the Choice Filter Web Part, point to the Choice Filter Web Part, click the down arrow, clickConnections, click Send Filter Values To, and then click the name of the List View Web Part to which you want to connect.
15. In the Choose Connection dialog box, select the Content Type, click Configure, set Consumer Field Name to the column that you want to filter the List View Web Part by, and then click Finish. When you are done configuring the connection, in the Page tab, click Save & Close to save and view the page.

To dynamically change the results in the List View Web Part, in the Choice Filter Web Part, click Filter, click a value, and then click OK. If you selected the Allow Multiple selections property, to redisplay all the values in the List View Web Part, you must clear all the check boxes in the Select Filter Value(s) dialog box, and then click OK.

For More Info

http://office.microsoft.com/en-in/sharepoint-server-help/connect-a-filter-web-part-to-a-list-view-web-part-HA101785233.aspx