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Web Parts and Their Functionality in SharePoint 2010 (part 3) - Content Rollup Web Parts, Filter Web Parts

11/21/2012 9:53:34 AM
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3. Content Rollup Web Parts

Content Rollup Web Parts focus on aggregating and displaying data from other sources. For example, the RSS Viewer Web Part lets you display either external feeds or feeds provided from SharePoint lists. The RSS Viewer Web Part is actually based on the Data View Web Part; it receives the same type of AJAX page refreshes as well as the ability to apply the same conditional formatting/filtering/sorting options that you would receive using SharePoint Designer 2010 on the Data View Web Part. Figure 12 is an example of a style-configured RSS Viewer Web Part.

Figure 12. The RSS Viewer aggregating content from a popular SharePoint blog site


Another example is the Sites In Category Web Part, which display links to other SharePoint sites that are listed with a certain category definition. The Summary Links Web Part is still available in SharePoint 2010, and it allows site members to group and style links to any URL-addressable location. This gives them a way to build out a customized navigation from the site that fits their explicit needs without the assistance of a developer.

For site collections that contain a number of subsites and libraries, there is the Table Of Contents Web Part, which will expose the hierarchy of a site collection in a navigable view.


Note:

MORE INFO To learn more about the RSS standard, visit http://www.rssboard.org/rss-specification.


The Content Query Web Part (CQWP) is a rollup Web Part that lets you aggregate SharePoint list items, including documents from document libraries from anywhere within the site collection. Consider that in every subsite you have a tasks list with tasks assigned to you. The Content Query Web Part can be configured to roll up the task lists to one Web Part in a central location. The Web Part can also be used to provide navigation to content pages or even as an RSS viewer. Figure 13 illustrates a task list being rolled up throughout a site collection.

Figure 13. The Content Query Web Part can aggregate data throughout a site collection.


The tool pane for the Content Query Web Part provides both a Query category and a Presentation category. Within the Query category, you specify locations from which you want to aggregate data. You then specify the type of content that you want to aggregate by choosing the list type and/or the content type. If you have created a custom content type that inherits from a parent, you can select the check box to include Child Content Types. Another nice feature available with the Content Query Web Part is the ability to target the rolled-up content for a specific audience—the user who is logged on. Audience Targeting needs to be enabled at the list level, and each list item needs to be targeted for the CQWP to filter the results. Figure 14 displays the query properties.

Within the Presentation category, properties exist that allow you to change the look and feel of the results. You can change sorting, grouping, and styles. If you are handy with XSL, you can create your own styles and store the XSL file in the style gallery at the top-level site. The Presentation category gives you the ability to display content in whatever way you like. For example, you can choose to display Calendar List items in a calendar view. One of the new features of the Content Query Web Part is the ability to add multiple columns instead of just the title. The same result can be achieved in SharePoint Server 2007, but it requires a lot of work, including the modification of XSL and XML files and the knowledge of the programmatic column names. Media Links can also be displayed and streamed through the Content Query Web Part, allowing you to display and run movie files from within the Web Part.

Figure 14. The Content Query Web Part query properties


4. Document Sets Web Parts

This is a new category with two new Web Parts that were added because of the new functionality of document sets in SharePoint 2010. To see this category you will need to enable the Document Set Feature. Essentially, a set of documents can be treated as a single entity for purposes of metadata and workflows—something that wasn’t available in SharePoint Server 2007.

The two Web Parts in this category are the Document Set Contents and the Document Set Properties. The contents Web Part displays the contents of the document set, whereas the properties Web Part displays the properties of the document set.

5. Filter Web Parts

As the category name implies, these Web Parts filter data for easier viewing. For example, the Current User Web Part allows you to filter data based on who is viewing the page. This is different from audiences, which are built by filtering user profile data, SharePoint groups, or Active Directory groups. Instead, Filter Web Parts give you the ability to filter based on the security settings for the user so that only those items to which the user has permission will display.

The Filter Web Parts in SharePoint 2010 provide filtering options for other Web Parts using Web Part connections. Web Parts that can be filtered include List View Web Parts, Data View Web Parts, Business Data Web Parts, Content Query Web Parts, and also third-party Web Parts that consume the same connection type such as the Lightning Conductor Web Part from Lightning Tools. Figure 15 displays the Filter Web Parts available.

Figure 15. The available Filter Web Parts


The available sections are

  • Choice Filter Enter choices using the tool pane such as Departments (sales, marketing, IT, and so on). Users can then select one of the options, which will filter the results in the consuming Web Part.

  • Current User Filter Obtains the current user name for the user who is logged on. This can then be connected to a consuming Web Part to filter the results, such as a Task List View Web Part. Connecting to columns such as Assigned To or Created By creates useful filtering scenarios so that only content intended for the user who is logged on is displayed.

  • Date Filter The Date Filter Web Part filter provides a date or date range to a consuming Web Part so that filtering on columns such as Due By will limit the results returned.

  • Filter Actions The Filter Actions Web Part is used when two or more Filter Web Parts are placed on a page, allowing you to combine the results of two or more filters.

  • Page Field Filter Pages within SharePoint are made up of properties such as Title. The Page Filter Web Part can take the property from the page and use it to filter the contents of another Web Part. This is especially useful when it is used with Content Pages. For example, if the page is called Sales, it can filter results of all other Web Parts using the value Sales.

  • Query String (URL) Filter A page URL can contain a query string such as http://contoso.com/pages/default.aspx?Department=sales. The Query String (URL) Filter Web Part can then obtain the query paramater and pass it to consuming Web Parts for filtering purposes.

  • SharePoint List Filter Web Part The SharePoint List Filter Web Part can filter other Web Parts using a SharePoint list as the source of the filter. Figure 16 displays the tool pane of this Web Part, showing how the List, View, and Field Web Parts are selected as the sources of the filter.

  • SQL Server Analysis Services Filter Filters the contents of Web Parts using a list of values from SQL Server Analysis Services cubes. This is useful when building business intelligent dashboards.

  • Text Filter This Web Part offers a text box that allows users to enter any value, which will act as a filter value on consuming Web Parts.

Figure 16. Configuring the SharePoint List Filter Web Part

 
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