SharePoint (Modern Sites) - Use the filter pane in a library Tutorial

Learn how to use the filter pane in a library to quickly and easily sort documents. Whether you're new to the library or unsure which documents to look for, this feature will help you find what you need. Enhance your SharePoint experience with this valuable tool.

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Objectifs :

This document aims to provide a comprehensive guide on how to effectively use the Filters pane in a SharePoint document library, specifically for the English sales department. It will cover how to sort documents, apply filters, and customize the view to enhance document management and retrieval.

Chapitres :

  1. Introduction to SharePoint Document Library
    In this section, we will explore the purpose of the SharePoint document library dedicated to the English sales department. As a new user, understanding how to navigate and utilize this library is crucial for efficient document management.
  2. Using the Filters Pane
    The Filters pane is a powerful tool that allows users to sort and filter documents based on specific criteria. To access the Filters pane, click on the designated symbol. This feature enables you to quickly find documents that meet your needs.
  3. Filtering Documents by Date and Type
    You can filter documents to view only those created in the last seven days or limit your search to specific document types, such as Word documents. For instance, after applying these filters, you may see documents like the semester budget and KPI presentation, which are pinned at the top of the library and are not affected by the filters.
  4. Adding Additional Filters
    While the initial filters allow for basic sorting, you may want to filter documents by the creator or the last modifier. These filters are not available by default and must be added manually. To do this, left-click on the column you wish to add, select 'Column settings,' and then choose 'Add to filter pane.' This action will make the selected column available for filtering.
  5. Customizing Your View with Metadata
    In addition to filtering by document type and date, you can enhance your document management by adding metadata. This allows for a more tailored view of the documents in the library, making it easier to locate specific files based on various attributes.
  6. Conclusion
    By utilizing the Filters pane and customizing your view in the SharePoint document library, you can significantly improve your document management experience. Understanding how to apply and add filters will help you navigate the library more efficiently and find the documents you need with ease.

FAQ :

What is SharePoint used for?

SharePoint is used for collaboration, document management, and storage. It allows teams to work together on projects, share files, and manage content efficiently.

How can I filter documents in SharePoint?

You can filter documents in SharePoint by accessing the Filters pane, where you can select criteria such as document type, date modified, or other metadata fields.

What are pinned documents in SharePoint?

Pinned documents are files that are highlighted and displayed at the top of a SharePoint library, making them easily accessible regardless of the filters applied.

Can I add custom filters in SharePoint?

Yes, you can add custom filters by clicking on the column you wish to filter by in the column settings and selecting the option to add it to the Filters pane.

What is metadata in SharePoint?

Metadata in SharePoint refers to data that describes other data, such as the author, creation date, or document type, which helps in organizing and filtering documents.

Quelques cas d'usages :

Sales Document Management

In a sales department, team members can use SharePoint to manage sales documents efficiently. By utilizing the Filters pane, they can quickly find recent proposals or contracts by filtering documents created in the last week.

Project Collaboration

During a project, team members can pin important documents like project plans or budgets to the top of the SharePoint library, ensuring that all team members have easy access to critical information.

Custom Reporting

A marketing team can create custom filters to view documents based on specific metadata, such as the author or modification date, allowing for better tracking of document changes and responsibilities.

Training and Onboarding

New employees can use SharePoint to access training materials and company policies. By filtering documents by type, they can easily find Word documents or presentations relevant to their onboarding process.

Compliance and Auditing

Compliance teams can filter documents by modification date and author to ensure that all necessary documents are up-to-date and that the correct personnel are responsible for them, aiding in audits and compliance checks.

Glossaire :

SharePoint

A web-based collaboration platform developed by Microsoft that integrates with Microsoft Office. It is used for storing, organizing, sharing, and accessing information from any device.

Document Library

A location on a SharePoint site where you can create, collect, update, and manage files with other team members.

Filters Pane

A feature in SharePoint that allows users to filter documents based on specific criteria, such as date modified or document type.

Pinned Documents

Documents that are highlighted and displayed at the top of a SharePoint library for easy access, regardless of the applied filters.

Metadata

Data that provides information about other data, such as the author, date created, or document type, which can be used to filter and organize documents.

résultat(s)
00:00:00
I have just been added to a new SharePoint
00:00:04
site, a SharePoint dedicated to the
00:00:06
English sales department of my company.
00:00:09
I'm using now this new library and I would
00:00:12
like to be able to sort the documents
00:00:15
in a much more quick and easier way.
00:00:18
Because I'm new to the library, I don't
00:00:21
really know which documents to look for.
00:00:23
What can I do to help myself along the way?
00:00:27
Well, in each document library you have
00:00:29
access to what is called the Filters pane.
00:00:32
By less clicking this
00:00:34
symbol I can now filter.
00:00:35
What if I want to see only the documents
00:00:39
what you find in the last seven days?
00:00:42
But also only the word documents.
00:00:46
And here it is.
00:00:48
You will note that we can see the semester,
00:00:52
budget and the KPI presentation
00:00:54
which are not Word documents.
00:00:55
It is because these documents have been
00:00:58
pinned to the top of the SharePoint library,
00:01:01
so consider that they are
00:01:03
not part of the filters.
00:01:05
The most observant of you
00:01:07
may have noticed an issue.
00:01:09
Indeed I have.
00:01:11
Modified.
00:01:11
Which I can filter the type of
00:01:15
document that I can filter.
00:01:17
But what if I wanted to filter by the
00:01:21
people who created the document or by
00:01:24
the people who modified the document?
00:01:27
Where are these filters?
00:01:28
Well, they are nowhere to be found at first.
00:01:31
You have to add them manually.
00:01:33
How can you do so?
00:01:36
Simply left click on the column you wish
00:01:39
to add to the Filter *** column settings.
00:01:43
Bin to filter Spain.
00:01:46
And instantly.
00:01:48
It appears at the top of the list.
00:01:51
You can now use each and every different
00:01:53
column should you wish to add metadata.
00:01:55
For example,
00:01:56
you could also add them
00:01:58
to the field to Spain.

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résultat(s)
00:00:00
Acabei de ser adicionado a um novo SharePoint
00:00:04
site, um SharePoint dedicado ao
00:00:06
Departamento de vendas em inglês da minha empresa.
00:00:09
Estou a usar agora esta nova biblioteca e usaria
00:00:12
gostaria de poder ordenar os documentos
00:00:15
de uma forma muito mais rápida e fácil.
00:00:18
Porque sou novo na biblioteca, não
00:00:21
saber realmente quais documentos procurar.
00:00:23
O que posso fazer para me ajudar ao longo do caminho?
00:00:27
Bem, em cada biblioteca de documentos que tem
00:00:29
acesso ao chamado painel Filtros.
00:00:32
Ao clicar menos neste
00:00:34
símbolo que agora posso filtrar.
00:00:35
E se eu quiser ver apenas os documentos?
00:00:39
o que encontrou nos últimos sete dias?
00:00:42
Mas também apenas a palavra documentos.
00:00:46
E aqui está.
00:00:48
Notará que podemos ver o semestre,
00:00:52
orçamento e apresentação dos KPI
00:00:54
que não são documentos do Word.
00:00:55
É porque esses documentos foram
00:00:58
fixado no topo da biblioteca do SharePoint,
00:01:01
então considere que eles são
00:01:03
não fazem parte dos filtros.
00:01:05
O mais observador de si
00:01:07
pode ter notado um problema.
00:01:09
Na verdade, eu tenho.
00:01:11
Modificado.
00:01:11
Que posso filtrar o tipo de
00:01:15
documento que posso filtrar.
00:01:17
Mas e se eu quisesse filtrar pelo
00:01:21
pessoas que criaram o documento ou por
00:01:24
as pessoas que modificaram o documento?
00:01:27
Onde estão esses filtros?
00:01:28
Bem, eles não estão em lugar nenhum à primeira vista.
00:01:31
Tem de os adicionar manualmente.
00:01:33
Como é que o pode fazer?
00:01:36
Basta clicar com o botão esquerdo na coluna que desejar
00:01:39
para adicionar às definições da coluna Filtrar ***.
00:01:43
Lixeira para filtrar Espanha.
00:01:46
E instantaneamente.
00:01:48
Aparece no topo da lista.
00:01:51
Agora pode usar cada um dos diferentes
00:01:53
coluna caso deseje adicionar metadados.
00:01:55
Por exemplo,
00:01:56
pode também adicioná-los
00:01:58
para o terreno para Espanha.

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résultat(s)
00:00:00
Sono appena stato aggiunto a un nuovo SharePoint
00:00:04
sito, uno SharePoint dedicato al
00:00:06
ufficio vendite in inglese della mia azienda.
00:00:09
Sto usando ora questa nuova libreria e lo farei
00:00:12
vorrei essere in grado di ordinare i documenti
00:00:15
in un modo molto più semplice e veloce.
00:00:18
Perché sono nuovo in biblioteca, non lo so
00:00:21
so davvero quali documenti cercare.
00:00:23
Cosa posso fare per aiutarmi lungo il percorso?
00:00:27
Bene, in ogni libreria di documenti che hai
00:00:29
accesso a quello che viene chiamato il pannello Filtri.
00:00:32
Facendo meno clic su questo
00:00:34
simbolo che ora posso filtrare.
00:00:35
Cosa succede se voglio vedere solo i documenti
00:00:39
cosa hai trovato negli ultimi sette giorni?
00:00:42
Ma anche solo i documenti word.
00:00:46
Ed eccola qui.
00:00:48
Noterai che possiamo vedere il semestre,
00:00:52
budget e presentazione dei KPI
00:00:54
che non sono documenti Word.
00:00:55
È perché questi documenti sono stati
00:00:58
inserito nella parte superiore della libreria di SharePoint,
00:01:01
quindi considera che lo sono
00:01:03
non fanno parte dei filtri.
00:01:05
Il più attento di voi
00:01:07
potrebbe aver notato un problema.
00:01:09
In effetti l'ho fatto.
00:01:11
Modificato
00:01:11
Che posso filtrare in base al tipo di
00:01:15
documento che posso filtrare.
00:01:17
Ma cosa succederebbe se volessi filtrare in base al
00:01:21
persone che hanno creato il documento o da
00:01:24
le persone che hanno modificato il documento?
00:01:27
Dove sono questi filtri?
00:01:28
Beh, all'inizio non si trovano da nessuna parte.
00:01:31
Devi aggiungerli manualmente.
00:01:33
Come puoi farlo?
00:01:36
Basta fare clic con il pulsante sinistro del mouse sulla colonna desiderata
00:01:39
da aggiungere alle impostazioni della colonna Filtro ***.
00:01:43
Raccogli per filtrare la Spagna.
00:01:46
E all'istante.
00:01:48
Appare in cima alla lista.
00:01:51
Ora puoi usarli tutti diversi
00:01:53
colonna se desideri aggiungere metadati.
00:01:55
Ad esempio
00:01:56
potresti anche aggiungerli
00:01:58
in campo verso la Spagna.

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résultat(s)
00:00:00
Меня только что добавили в новый SharePoint
00:00:04
сайт, SharePoint, посвященный
00:00:06
англоязычный отдел продаж моей компании.
00:00:09
Сейчас я пользуюсь этой новой библиотекой и так и сделаю
00:00:12
хотел бы иметь возможность сортировать документы
00:00:15
гораздо быстрее и проще.
00:00:18
Поскольку я новичок в библиотеке, я этого не делаю
00:00:21
Я действительно знаю, какие документы искать.
00:00:23
Что я могу сделать, чтобы помочь себе в этом пути?
00:00:27
Что ж, в каждой вашей библиотеке документов
00:00:29
доступ к так называемой панели «Фильтры».
00:00:32
Меньше нажимая на эту кнопку
00:00:34
теперь я могу отфильтровать символ.
00:00:35
Что делать, если я хочу видеть только документы
00:00:39
что вы нашли за последние семь дней?
00:00:42
Но также только текстовые документы.
00:00:46
И вот оно.
00:00:48
Вы заметите, что мы видим семестр,
00:00:52
бюджет и презентация KPI
00:00:54
которые не являются документами Word.
00:00:55
Это связано с тем, что эти документы были
00:00:58
прикреплены к верхней части библиотеки SharePoint,
00:01:01
поэтому считайте, что они
00:01:03
не входят в состав фильтров.
00:01:05
Самый наблюдательный из вас
00:01:07
возможно, заметил проблему.
00:01:09
Действительно, у меня есть.
00:01:11
Изменено.
00:01:11
Который я могу отфильтровать по типу
00:01:15
документ, который я могу отфильтровать.
00:01:17
Но что, если я захочу отфильтровать по
00:01:21
люди, создавшие документ, или по
00:01:24
люди, изменившие документ?
00:01:27
Где эти фильтры?
00:01:28
Ну, поначалу их нигде не найти.
00:01:31
Их нужно добавить вручную.
00:01:33
Как вы можете это сделать?
00:01:36
Просто щелкните левой кнопкой мыши на нужном столбце
00:01:39
чтобы добавить в столбец Filter *** настройки.
00:01:43
Корзина для фильтрации Испании.
00:01:46
И мгновенно.
00:01:48
Он появляется в верхней части списка.
00:01:51
Теперь вы можете использовать каждый из них
00:01:53
столбец, если вы хотите добавить метаданные.
00:01:55
Например,
00:01:56
вы также можете добавить их
00:01:58
на поле в Испанию.

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résultat(s)
00:00:00
Acabo de ser agregado a un nuevo SharePoint
00:00:04
sitio, un SharePoint dedicado a
00:00:06
Departamento de ventas en inglés de mi empresa.
00:00:09
Estoy usando ahora esta nueva biblioteca y lo haría
00:00:12
me gustaría poder ordenar los documentos
00:00:15
de una manera mucho más rápida y sencilla.
00:00:18
Como soy nuevo en la biblioteca, no
00:00:21
realmente sé qué documentos buscar.
00:00:23
¿Qué puedo hacer para ayudarme a lo largo del camino?
00:00:27
Bueno, en cada biblioteca de documentos que tienes
00:00:29
acceso a lo que se llama el panel de filtros.
00:00:32
Haciendo menos clic en este botón
00:00:34
símbolo que ahora puedo filtrar.
00:00:35
¿Qué pasa si quiero ver solo los documentos
00:00:39
¿qué ha encontrado en los últimos siete días?
00:00:42
Pero también solo los documentos de Word.
00:00:46
Y aquí está.
00:00:48
Observará que podemos ver el semestre,
00:00:52
el presupuesto y la presentación del KPI
00:00:54
que no son documentos de Word.
00:00:55
Es porque estos documentos han sido
00:00:58
anclado en la parte superior de la biblioteca de SharePoint,
00:01:01
así que considera que lo son
00:01:03
no forma parte de los filtros.
00:01:05
La más observadora de ustedes
00:01:07
puede que haya notado un problema.
00:01:09
De hecho, lo he hecho.
00:01:11
Modificado.
00:01:11
Que puedo filtrar según el tipo de
00:01:15
documento que puedo filtrar.
00:01:17
Pero, ¿y si quisiera filtrar por
00:01:21
personas que crearon el documento o por
00:01:24
¿las personas que modificaron el documento?
00:01:27
¿Dónde están estos filtros?
00:01:28
Bueno, al principio no se encuentran por ningún lado.
00:01:31
Tienes que añadirlos manualmente.
00:01:33
¿Cómo puedes hacerlo?
00:01:36
Simplemente haga clic con el botón izquierdo en la columna que desee
00:01:39
para añadir a la configuración de la columna Filtro ***.
00:01:43
Papelera para filtrar España.
00:01:46
Y al instante.
00:01:48
Aparece en la parte superior de la lista.
00:01:51
Ahora puede usar todos y cada uno de los diferentes
00:01:53
columna si desea agregar metadatos.
00:01:55
Por ejemplo,
00:01:56
también puedes añadirlos
00:01:58
al campo, a España.

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