Sharepoint 2010 list filter

Sharepoint 2010 list filter DEFAULT

IT : Under The Hood

Today i will demonstrate how to filter your list or library based on a Text Filter

The Text Filter is really one of the Easiest ways to filter your list or library. Here are the steps

Step 1: go to your list/library and click on Site Actions then Edit Page
Filter 1

Step 2: Click on Add a Web Part then Choose Filters from the list then choose Text Filter
Filter 2

Step 3: Click on the downwards arrow then choose Edit Web Part
Filter 3

Step 4: Change the title name then click on Apply then OK
Filter 4

Step 5: Click on the downwards arrow again then click on Connections then click on Send Filter Value To and choose your list
Filter 5

Step 6: This will open a window. choose Get Filter Value From then Click on Configure
Filter 6

Step 7: Choose the Column you want to apply the filter on from the drop down list then click Finish and then Stop Editing to save the changes
Filter 7

You will have something like this. Notice the Filter Icon next to your column
Filter 8

If you need any thing don’t hesitate to ask me.

Cheers 🙂

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This entry was posted in SharePoint 2010 and tagged Filtering, SharePoint 2010, Web Part by Mohanned Khodor. Bookmark the permalink. Sours: https://mohannedkdr.wordpress.com/2014/03/16/filtering-sharepoint-2010-list-based-on-a-text-filter/

SharePoint List Filter Web Part

The Power Filter for SharePoint

The SharePoint List Filter Web Part is easy to use and saves you time.
Find what you are looking for with a few clicks, even in cluttered sites and lists!

Available for SharePoint 2019, SharePoint 2016 and SharePoint 2013

Get my free trial

  • fully functional for 60 days including all features
  • full support from our team during the trial period
  • setup help in a GoToMeeting session, if required

Optimal performance

Get results within seconds, even in enormous lists and libraries with millions of items and documents. Various configuration options help you to provide your users with the best possible performance.

Search & metadata

Combine the power of SharePoint Server Search with the flexibility of keyword queries. Combine item, document and even attachment searches with metadata filters to optimize your search results.

Clear and concise

Provides a complete set of filters without cluttering list views and keeps your list views clear, concise and speedy. Enables you to filter SharePoint using columns which aren’t visible in list views.

Combine search and metadata filters

SharePoint Search allows you to use wildcard characters and logical operators to search documents, attachments and item metadata. In addition you can select single or multiple filter values from drop-down lists or use date range pickers to filter the connected views.

Easy export

With the SharePoint List Filter Web Part you can easily export the results to Microsoft Excel for any further reporting needs.

Save for future use

You can save frequently used filters for future use, share them with others or specify them as default filters.

  1. Click on "Save filter as"
  2. Enter a name for your filter
  3. Save the filter for future use

[last year], [this month], [next week], ...

Filter SharePoint using variable date ranges such as [Last Year], [This Month] and [Next Week]. Refine filters and save them for future use, whether to keep private, share with others or to use as default filters.

Print view

Get results in a clear printable format with a single click

Complex queries

Use complex keyword queries such as AND, OR and wildcards

Documents & attachments

Search documents and attachments with SharePoint Server Search

Multiple lists

The List Filter Web Part can be connected to multiple lists

Great user experience

Find exactly what you are looking for in just a few clicks

Managed metadata filters

The entire managed metadata tree can be displayed

Number of items

Display the total number of items and the number of items in the display set

Search now button

Display a button to apply your filters

Saves you time

Optimal performance to get results within seconds

SharePoint StandardList Filter Web Part
Column/Metadata FilterSharePoint Search
Filter by column value
Filtering immediately
Search now button
Display number of items
Keyword search
Complex keyword queries
Search documents and attachments
Connect to multiple views
Save common filter
Configure default filters
Share filters
Export to Excel
Print view
Variable date ranges

Get my free trial

  • fully functional for 60 days including all features
  • full support from our team during the trial period
  • setup help in a GoToMeeting session, if required

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Sours: https://www.sharepointsapiens.com/list-filter-web-part/
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SharePoint List Filter Web Part Feature Details

Applies to:SharePoint List Filter Web Part for SharePoint on premise (SP2010, SP2013, SP2016, SP2019)


The SharePoint List Filter Web Part will meet your expectations and more with its outstanding convenience, usability and performance.

In this article:

Saves you time with optimal performance

Get results within seconds or less, even in enormous lists or libraries with millions of items or documents. Various configuration options help you to provide your users with the best possible performance. For example you can get filter choices from definition (site users, lookup list, managed metadata tree, …) instead of querying the connected lists or you can even force users to search for a keyword before the list shows up. To sum up, it’s very flexible and can be optimized to suit your needs.

Combine search and metadata filters

Combine the power of SharePoint Server Search with the flexibility of keyword queries. This allows you to combine item, document and even attachment searches with metadata keyword searches and other metadata filters. SharePoint Search allows you to use wildcard characters and logical operators to search documents, attachments and item metadata. In addition you can select single or multiple filter values from drop-down lists or use date range pickers to filter the connected views.

In this screenshot you can see the “Course Material” document library which has already been filtered using the keyword “training”. The results can now be refined by the creation date and the author (created by).

Supports multiple lists and libraries

The SharePoint List Filter Web Part can be connected to multiple lists and libraries which allows you to search and filter more than one list or library in a single step.

Users can also select from the connected lists to limit the scope of the search.

Great user experience

With the SharePoint Filter Web Part you find exactly what you are looking for with just a few clicks thanks to comfortable and easy-to-use filter controls. You can use single or multiple value drop-downs that display the filter values to choose from or use search boxes to look for a keyword. If you include managed metadata fields, you can also display the whole managed metadata tree with all descendants.

The date range picker allows you to filter content using variable date ranges such as [Last Year], [This Month] and [Next Week]:

e.g. Year to date

and Date Range.

For keyboard users the List Filter Web Part also provides an easy and fast way to enter dates and date ranges:

e.g. Everything till today.

and Year to date.

Default filters/Common filters

You can save frequently used filters for future use, i.e. for private use, to share them with others or to use them as default filters. The following steps explain how to save a filter:

 

1. Define a filter

2. Save the filter as private or public

3. Define a name for the filter

4. The filter is now available

Export filtered views to Excel

With the SharePoint List Filter Web Part you can export the results to Microsoft Excel for any further reporting needs.

Print View

The SharePoint List Filter Web Part provides a print view to print all results in a clear printable format with a single click. The print view displays the whole result set, even when the size of your views are limited for performance reasons.

The SharePoint List Filter Web Part is available for SharePoint 2010, SharePoint 2013 and SharePoint 2016.

Sours: https://www.sharepointsapiens.com/list-filter-web-part/documentation/features/

Filtering reduces the number of items displayed in a view to just the data your want to see. A filter selects items that match specific criteria, such as location, type of item, or a range of prices. A filter can return data by itself or be grouped or sorted for better formatting.

Indexes work with filters to increase their performance. If the number of items in your list or library exceeds the List View Threshold, you can add indexes to existing columns. You can then apply filters to get the displayed data under the List view Threshold of 5000 items.

Filters reduce the amount of data returned by selecting items based on operations (such as greater than or less than) and matching data. When you create a filtered view, your first indexed column in the filter expression should reduce the data set the greatest amount. For example, filtering on a state or date field can often reduce a data set considerably. If you've got 15,000 items, you'll want to have the first index return less than 5000 items. If your data set doesn't have over 5000 items, it's still a good practice.

SharePoint selects the first indexed column in a query, and then uses the rest of the columns to select your data. Other columns you specify in the view filter may or may not be indexed. The view does not use those indexes, even if the result of the filtered view returns less than the List View Threshold.

For example, you have a query: size = large AND color = red. In the list, size is not indexed, but color is. As long as there are fewer than 5000 "red" items in the list, the query succeeds in a large list. However, if you have a query size = large OR color = red, though database may find all the red items, it must scan the complete list to find all the large items. If there are more than 5000 items returned, the query is throttled.

If you use two or more columns in the filter expression, the determining index or indexes should use an AND operator. For example, if you want to return Dogs from a large list of animals. You have an unindexed column called Species where you have Dog as a value. If you just query for Species = Dog, your query will be throttled. However, if you have an indexed column called Class, your query becomes Class = Mammals AND Species = Dog. You could also search for cats and dogs with the query Class = Mammals AND (Species = DOG OR Species = Cats). The second query selects all Mammals, and then filters to Dogs and Cats.

Note: If you move items into the Recycle Bin, those items will still be counted when determining whether the filter expression exceeds the List View Threshold. If you clear the recycle bin they are no longer counted. For more info, see Empty the recycle bin or restore your files.

If the columns that you'll be using to filter don't have indexes, you'll want to start by creating indexes. For more info, see Add an index to a SharePoint column.

After you index a column, you can add it when you create or modify a view, and then use it to filter the view. Before creating a view, you may want to add more columns to the list to enable more flexibility for sorting, grouping, and filtering. For sorting and filtering, you can choose columns that are in the data set, but not displayed.

Create a view

Open the List or Library where you want to create a view.

  1. Click on the heading of the column you wish to filter by and choose Filter from the menu options.

    SharePoint Column Heading Filter By Menu Option

  2. In the filter pane which opens on the right side of the page, choose the column value(s) by which you wish to filter the list. When you are finished, click the Apply button.

    SharePoint Online List Filter Pane

    You should now notice that your column header has a filter icon next to it, to indicate that your list is being filtered by values in that column.

    SharePoint Column Header With Filter Icon

    If you would like to learn more about the filters pane and how to filter by values stored in several different columns, read What is the list and library filters pane?

  3. Repeat steps 1 and 2 for any other columns you want to filter on.

  4. Look at the Views menu at the top right of your list or library. You should notice the name of the current view, with an asterisk (*) next to it—indicating that the view is unsaved. To create a new view, select the name of the current view, and then choose Save view as from the menu options.

    SharePoint Online List View Menu Save As Option

  5. In the "Save As" box that appears, type in a new name for your view. (If you want everyone to be able to see the view, leave Make this a public view selected. Otherwise, clear that selection to make the view visible only to you.) Click the Save button to create your new view.

    SharePoint Online List View Save View Dialog

    You should now see a filtered view of your list or library with the assigned name.

    Note: It is possible to filter your list or library without saving it as a view. 

Modify a view

Open the List or Library where you want to create a view.

  1. Make an additional change to your view, such as sorting, grouping, or adding additional filters.

  2. Following the instructions in steps 3 and 4 above, but this time, don't change the name of the view. Click the Save button. This will update the existing view.

If you want to have more detailed control over your view, you can instead modify your view by using the classic view editor. To do so, select the name of your current view in the view menu, and choose Edit current view from the menu options, then follow the instructions below.

SharePoint Online Edit Current View Menu Option

Modify a view in the classic view editor

  1. Scroll down to the Filters section, and select Show items only when the following is true.

  2. Add statements to define which column or columns you want to filter on.

    Under Edit Settings, define the Filters you want for your view.

    If you have Or statements, specify them first. Then add any needed And statements.

  3. If you need to add another entry to your filter definition, select Show more columns at the lower right. You can have up to 10 statements in a filter definition.

    If you need to add another entry to your filter definition, select Show more columns.

  4. When you're done, select OK at the top or bottom of the page to save the view.

    The Edit View page closes and is replaced by the view you've defined.

For a view to quickly filter through many items, the first column in the filter must be indexed. Other columns you specify in the view filter may or may not be indexed, but the view does not use those indexes. The first column of the filter should return fewer items than the List View Threshold.

If the first column of the filter returns more items than the List View Threshold, you can use a filter with two or more columns. When you define a filtered view that uses two or more columns, use an AND operator to limit the total number of items returned. But even in this case, you still need to specify as the first column in the filter the column that most likely returns the lesser amount of data. Using an OR filter almost always increases the number of items returned and won't be effective under these circumstances.

For more info on views, see Create, change, or delete a view of a list or library.

Important: Although you can index a single lookup column to improve performance, using an indexed lookup column to prevent exceeding the List View Threshold does not work. Use another type of column as the primary or secondary index.

Important: If you're filtering a list by an indexed field, check the recycle bin for deleted items from the list or library. Items in the recycle bin count against the List View Threshold, and aren't deleted from the back-end database until they are removed from the recycle bin. If the total number of filtered items in the list and in the recycle bin is greater than the List Threshold limit, then you may get an incomplete set of results, or be blocked. For more info, see Empty the recycle bin or restore your files.

There are two key words that you can use to filter based on the current day [Today], or the current user [Me]. These are dynamic as they change with the user or the date.

Note: It is not possible to use the [Today] or [Me] filters when filtering using a column header. You must use the classic view editor to filter columns using these keywords.

Using [Me] can be helpful when you just want to see your documents in a large library. [Me] operates on people based columns such as Created by, or Modified by. For example, to see all documents you've created, set a filter with the Created by column equal to [Me]. If you're an editor and want to see the last files you were working on, set a filter on the Modified by column to is equal to [Me]. To see both, create two filters connected by Or.

Filters using [Me]

The [Today] keyword works on date based columns. You can use math to get ranges that change with today's date. For example, to see all documents that were modified in the last 30 days, you can create a filter on the Date column that's greater than or equal to [Today] - 30. To leave out the current day, set a second filter on the Date column to is less than [Today] and connect them with And.

Filter using [Today]

You can filter a SharePoint list that has a metadata column. 

Add a metadata column to your list

Go to your list and select +Add column.

Add metadata column

Select More... More   choose the Managed Metadata radio button, and then select OK.

Create a list column

Alternatively, once you've created a Managed Metadata column and added items to your list, you can apply metadata tags by clicking the Tag icon  Tag icon in the edit list item pane.

Metadata tag pane

Apply metadata tags in the tree view pane.

Tree view

Filter on Managed Metadata tags

  1. Select the filter icon  Filter icon to access the filter pane.

    Filter pane

    Note: You can select the Tree View option from the dropdown list at the top of the pane, which provides a hierarchical view of the terms associated with the selected column.

  2. Select the metadata tag(s) that you want to filter on.

    Filter metadata
  3. Alternatively, if you have at least 5 values defined in the Managed Metadata column, select the See All link to view the filter pane.

    Metadata filter pane

  4. Check the metadata tag(s) that you want to filter on, and select Apply.

The following are some suggestions for typical views that would work well with indexed columns:

To filter by:

Index the:

For example:

Recently changed items

Modified column

To view only items that have changed in the past week, apply the filter Modifiedis greater than[Today]-7.

New items

Created column

To create a view of only those items that were added in the past week, apply the filter Createdis greater than[Today]-7.

My items

Created By column

To create a view of only those items that you added, apply the filter Created Byis equal to[Me].

Items due today

Due Date column (created by you in a list or library)

To create a view of only those items with a due date of today, apply the filter Due Dateis equal to[Today].

Discussion board updates

Last Updated column

To create a view of only the discussions that were updated in the past month, apply the filter Last Updatedis greater than[Today]-30.

Archive files in a document library

Date Modified

To create a view of documents not changed since the year 2016 (that you then want to archive), apply the filter Date Modified is less than December 31st, 2016.

Find a subset of financial data

Region, Year (as two simple indexes)

To create a view of financial data for the Northeast region in 2015, apply the filter Region equals "NE" AND Year equals 2015 because the Region column is likely to have less values than the Year column.

Metadata

Managed Metadata column

To create a view of managed metadata, apply a filter based on metadata tags that you define in the list and library filterspane. For information, see What is the list and library filters pane?

Note: Even when you create a filtered view based on column indexes, if you're over the List View Threshold, certain additional operations might still be blocked because they require accessing the entire list or library. These operations include the following: adding or deleting an index, creating a sort in the view definition; displaying a column total; and adding, updating, or deleting calculated fields. If this happens, try to run the operation during the Daily Time Window, when limits are lifted.

Supported Column Types

  • Single line of text

  • Choice (single value)

  • Number

  • Currency

  • Date and Time

  • Person or Group (single value)

  • Managed Metadata

  • Yes/No

  • Lookup

Unsupported Column Types

  • Multiple lines of text

  • Choice (multi-valued)

  • Calculated

  • Hyperlink or Picture

  • Custom Columns

  • Person or Group (multi-valued)

  • External data

We're listening

Was this article helpful? If so, please let us know at the bottom of this page. If it wasn't helpful, let us know what was confusing or missing. Please include your SharePoint, OS, and browser versions you're using. We'll use your feedback to double-check the facts, add info, and update this article.

See Also

Create, change, or delete a view

Use sorting to modify a SharePoint view

Use grouping to modify a SharePoint view

Delete a list view

Filters reduce the amount of data returned by selecting items based on operations (such as greater than or less than) and matching data. When you create a filtered view, your first indexed column in the filter expression should reduce the data set the greatest amount. For example, filtering on a state or date field can often reduce a data set considerably. If you've got 15,000 items, you'll want to have the first index return less than 5000 items. If your data set doesn't have over 5000 items, it's still a good practice.

SharePoint selects the first indexed column in a query, and then uses the rest of the columns to select your data. Other columns you specify in the view filter may or may not be indexed. The view does not use those indexes, even if the result of the filtered view returns less than the List View Threshold.

For example, you have a query: size = large AND color = red. In the list, size is not indexed, but color is. As long as there are fewer than 5000 "red" items in the list, the query succeeds in a large list. However, if you have a query size = large OR color = red, though database may find all the red items, it must scan the complete list to find all the large items. If there are more than 5000 items returned, the query is throttled.

If you use two or more columns in the filter expression, the determining index or indexes should use an AND operator. For example, if you want to return Dogs from a large list of animals. You have an unindexed column called Species where you have Dog as a value. If you just query for Species = Dog, your query will be throttled. However, if you have an indexed column called Class, your query becomes Class = Mammals AND Species = Dog. You could also search for cats and dogs with the query Class = Mammals AND (Species = DOG OR Species = Cats). The second query selects all Mammals, and then filters to Dogs and Cats.

Note: If you move items into the Recycle Bin, those items will still be counted when determining whether the filter expression exceeds the List View Threshold. If you clear the recycle bin they are no longer counted. For more info, see Empty the recycle bin or restore your files.

If the columns that you'll be using to filter don't have indexes, you'll want to start by creating indexes. For more info, see Add an index to a SharePoint column.

After you index a column, you can add it when you create or modify a view, and then use it to filter the view. Before creating a view, you may want to add more columns to the list to enable more flexibility for sorting, grouping, and filtering. For sorting and filtering, you can choose columns that are in the data set, but not displayed.

Create a view

Open the List or Library where you want to create a view.

  1. Click the List or Library tab, and then click Create View.

    The SharePoint Library Create view  button on ribbon.

  2. On the View Type page, click the view you want to use. If unsure, choose Standard View.

    View Types page
  3. Type a View Name.

    Set a name and optionally a file name for the view
  4. Edit the web address for the view, or accept the default. You can come back and change this later.

  5. In the Filter section, click Show items only when the following is true, and then choose how you want to filter the items based on one of the columns that is indexed.

    For example, to create a view of only items that changed today, choose the Modified (Indexed) column and the is equal to condition, and then type [Today].

    In SharePoint Online, pick an indexed field

    Note: If you do not see any columns that say (Indexed) after the name, you do not have any indexed columns available for that list or library. You must first Create a simple or compound index.

  6. To limit the number of items displayed on each page, scroll down to Item Limit and set the Number of items to display value. When you create a view, the default number of items to be displayed is 30.

    Set number of items to display in View Settings page
  7. There are two options you can choose when setting an item limit on a page:

    • Display items in batches of the specified size which creates a page-by-page display of the data that is useful when you are browsing items in a non-interactive way.

      When there are more items than your limit setting, the display will be paged.

      Feature image

    • Limit the total number of items returned to the specified amount creates a hard limit that may or may not return the entire results of your filter operation. This can be useful when testing your view, creating a prototype, or you only want to retrieve the top values in a view.

  8. Under Style, you can choose Preview Pane to see all the information from items in your list in a vertical pane format. The preview pane is one of the View Styles you can choose under Style when editing or creating a view.

    Styles choices in the View settings page

    You can more quickly navigate the data by hovering over the item title in a scrolling region on the left side of the page, to see all the column values of the current item vertically listed on the right side of the page. Less initial data is displayed, and this helps display the view faster. This style is also very useful when your list is wide or has many columns and would require horizontal scrolling to see the data.

    Feature image

  9. Click OK.

There are more steps you can do with a view, but this is enough to view data that has exceeded the List View Threshold if you're blocked. You can also sort, or group by, set totals, expand folders, and optimize the view viewing with a mobile device.

Modify a view

Open the List or Library where you want to create a view.

  1. Click the List or Library tab, select the view under Current View, and then click Modify View.

    Library tab with Modify View highlighted

  2. Scroll down to the Views section, and then click a view.

  3. You can then change settings as outlined in steps 5 through 9 in the Create a view procedure above.

  4. Click OK.

For a view to quickly filter through many items, the first column in the filter must be indexed. Other columns you specify in the view filter may or may not be indexed, but the view does not use those indexes. The first column of the filter should return fewer items than the List View Threshold.

If the first column of the filter returns more items than the List View Threshold, you can use a filter with two or more columns. When you define a filtered view that uses two or more columns, use an AND operator to limit the total number of items returned. But even in this case, you still need to specify as the first column in the filter the column that most likely returns the lesser amount of data. Using an OR filter almost always increases the number of items returned and won't be effective under these circumstances.

For more info on views, see Create, change, or delete a view of a list or library.

Important: Although you can index a single lookup column to improve performance, using an indexed lookup column to prevent exceeding the List View Threshold does not work. Use another type of column as the primary or secondary index.

Important: If you're filtering a list by an indexed field, check the recycle bin for deleted items from the list or library. Items in the recycle bin count against the List View Threshold, and aren't deleted from the back-end database until they are removed from the recycle bin. If the total number of filtered items in the list and in the recycle bin is greater than the List Threshold limit, then you may get an incomplete set of results, or be blocked. For more info, see Empty the recycle bin or restore your files.

There are two key words that you can use to filter based on the current day [Today], or the current user [Me]. These are dynamic as they change with the user or the date.

Note: It is not possible to use the [Today] or [Me] filters when filtering using a column header. You must use the classic view editor to filter columns using these keywords.

Using [Me] can be helpful when you just want to see your documents in a large library. [Me] operates on people based columns such as Created by, or Modified by. For example, to see all documents you've created, set a filter with the Created by column equal to [Me]. If you're an editor and want to see the last files you were working on, set a filter on the Modified by column to is equal to [Me]. To see both, create two filters connected by Or.

Filters using [Me]

The [Today] keyword works on date based columns. You can use math to get ranges that change with today's date. For example, to see all documents that were modified in the last 30 days, you can create a filter on the Date column that's greater than or equal to [Today] - 30. To leave out the current day, set a second filter on the Date column to is less than [Today] and connect them with And.

Filter using [Today]

You can filter a SharePoint list that has a metadata column. 

Add a metadata column to your list

Go to your list and select +Add column.

Add metadata column

Select More... More   choose the Managed Metadata radio button, and then select OK.

Create a list column

Alternatively, once you've created a Managed Metadata column and added items to your list, you can apply metadata tags by clicking the Tag icon  Tag icon in the edit list item pane.

Metadata tag pane

Apply metadata tags in the tree view pane.

Tree view

Filter on Managed Metadata tags

  1. Select the filter icon  Filter icon to access the filter pane.

    Filter pane

    Note: You can select the Tree View option from the dropdown list at the top of the pane, which provides a hierarchical view of the terms associated with the selected column.

  2. Select the metadata tag(s) that you want to filter on.

    Filter metadata
  3. Alternatively, if you have at least 5 values defined in the Managed Metadata column, select the See All link to view the filter pane.

    Metadata filter pane

  4. Check the metadata tag(s) that you want to filter on, and select Apply.

The following are some suggestions for typical views that would work well with indexed columns:

To filter by:

Index the:

For example:

Recently changed items

Modified column

To view only items that have changed in the past week, apply the filter Modifiedis greater than[Today]-7.

New items

Created column

To create a view of only those items that were added in the past week, apply the filter Createdis greater than[Today]-7.

My items

Created By column

To create a view of only those items that you added, apply the filter Created Byis equal to[Me].

Items due today

Due Date column (created by you in a list or library)

To create a view of only those items with a due date of today, apply the filter Due Dateis equal to[Today].

Discussion board updates

Last Updated column

To create a view of only the discussions that were updated in the past month, apply the filter Last Updatedis greater than[Today]-30.

Archive files in a document library

Date Modified

To create a view of documents not changed since the year 2016 (that you then want to archive), apply the filter Date Modified is less than December 31st, 2016.

Find a subset of financial data

Region, Year (as two simple indexes)

To create a view of financial data for the Northeast region in 2015, apply the filter Region equals "NE" AND Year equals 2015 because the Region column is likely to have less values than the Year column.

Metadata

Managed Metadata column

To create a view of managed metadata, apply a filter based on metadata tags that you define in the list and library filterspane. For information, see What is the list and library filters pane?

Note: Even when you create a filtered view based on column indexes, if you're over the List View Threshold, certain additional operations might still be blocked because they require accessing the entire list or library. These operations include the following: adding or deleting an index, creating a sort in the view definition; displaying a column total; and adding, updating, or deleting calculated fields. If this happens, try to run the operation during the Daily Time Window, when limits are lifted.

Supported Column Types

  • Single line of text

  • Choice (single value)

  • Number

  • Currency

  • Date and Time

  • Person or Group (single value)

  • Managed Metadata

  • Yes/No

  • Lookup

Unsupported Column Types

  • Multiple lines of text

  • Choice (multi-valued)

  • Calculated

  • Hyperlink or Picture

  • Custom Columns

  • Person or Group (multi-valued)

  • External data

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See Also

Create, change, or delete a view

Use sorting to modify a SharePoint view

Use grouping to modify a SharePoint view

Delete a list view

Sours: https://support.microsoft.com/en-us/office/use-filtering-to-modify-a-sharepoint-view-3d8efc52-0808-4731-8f9b-3dfaeacea3d4

2010 list filter sharepoint

The Power of [Me] in SharePoint Library Views and List Views

Have you ever wished that you could look at a large SharePoint list or SharePoint library and easily find only those items that were relevant to you? Perhaps you’d like to see all the Tasks where you are in the Assigned To field, or all of the documents you created in a Library. It’s easy enough to filter for those items on the fly by using the drop-down menu on the Column headings, but wouldn’t it be nice to see only those relevant items when you first navigate to that page? This post will show you how to create a SharePoint Library View (or List View) that filters for the current user who is logged in to the site.

Add a special filter to any Standard SharePoint Library View

It may seem obvious that this could be accomplished by applying a Filter to the View Settings, and it’s easy to see that you could create a filter for a particular user. However, there is a special filter criteria that can be applied that will match up the relevant Column (Created By, Assigned To, or any other Person or Group field) with the current logged in user. This filter can be applied to either Public Views (created by someone who has Design or Full Control permissions on the site or list/library) or to Private Views (which can be created by anyone with at least Contributor permissions).
Before we get started, it’s important to note that this technique only works when users are logged in to SharePoint with their specific SharePoint user account. In cases where users are logged in with a generic account, but the Column data will reflect an individual user, this technique isn’t helpful unless the user switches to their personal login.*

You may not realize it, but the built-in Tasks list template has such a view already in place. Choosing this view would match the current user with the ID in the Assigned To column, and show only those tasks where the current user has been assigned:

My Tasks view in a SharePoint Tasks list

 

In this example, we have a library that contains document sets for bid proposals. Our goal is to create a new SharePoint Library View which shows only the documents where the logged in user is the Sales Person. We also want this to be the default view for that library, so that everyone who navigates to that Library’s page will see that view first; they can switch to a different view if needed at any time.

First, use your favorite method to start a new view. One handy method is to use the View menu drop-down and select Create View.

Create a custom SharePoint library view

We want this new view to be a variation on the existing All Documents view, so click the link to copy it.

Create a custom SharePoint Library View by choosing Start from an existing view

Add a View Name, and check the box to Make this the default view.

Give the SharePoint library view a name and make it the default view

Scroll down to the Filter section. Choose Show items only when the following is true. Select the Sales Person column as the basis for the filter, then make sure the second field is set for is equal to. In the third column, rather than entering an individiual’s name, type [Me] as the criteria. Be sure to include the brackets! This special value is what will compare the Sales Person field to the ID that is logged in to the site.

Add a filter to a SharePoint library view

Click OK at the bottom or the top of the page.

Now when Cynthia or Jared visits the Library, by default each will see only those proposals they are responsible for.

A custom SharePoint Library View using the ME filter

 

Want to know more about creating SharePoint Library Views and List VIews that help users get the information and documents they need quickly? Take a look at our SharePoint training courses such as Introduction to SharePoint – Using SharePoint Server 2010, Using SharePoint 2013 or Office 365 SharePoint, or for more experienced users, Designing Document Management and Records Management Systems in SharePoint.

 

* You may ask under what circumstances that would happen. In my previous organization, there were a number of dumb workstations throughout the organization, where users logged in not via Windows but through an alternate system. They could navigate to the SharePoint site, but the workstation passed only a generic Windows ID to SharePoint. That generic Windows ID had Read permissions on the sites, so users could browse, but if they needed to operate on the site with their personal Windows ID, they had to Log In as a Different User to pick up their individual permissions. In this case, in order for a [Me] filter to be useful, the user would have to switch logins from the generic to the individual first.

Sours: https://www.premierpointsolutions.com/training/help-and-how-to-articles/sharepoint-library-views-and-list-views/
Working with a List Filter Web Part in SharePoint 2010

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