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09/23/2013

How to Get Your Group-On in SharePoint 2010

What is grouping?

Grouping in SharePoint is a really just a way to organize like, meaning similar, data in expandable or collapsible groups so that the data can be accessed quickly. Grouping is typically assigned to views of SharePoint lists and libraries. It's a really powerful to get the stuff that you need at your fingertips rapidly.

How to Group

To group content in SharePoint you must first create a new view or use an existing view.

You can follow the steps here to Creating or Modify a view.

While on the Create or Edit view page in the Name section select Group By to expand the section.

  1. Select the First group by the column from the dropdown arrow and select Fiscal Year from the list.

  1. In a grouped view you can group by a maximum of two categories. If you'd like to further group by a sub-category, select the Then group by the column dropdown arrow and select your second category.

  1. Next, you can set your group to either Collapsed or Expanded by default. This is especially useful if you grouped view is likely to return a large number of items.
    1. Select Collapsed to collapse the list be default or Expanded to expand it by default.

That's it. Now you can group your views in SharePoint to get your Group-On.

Posted by Henry Johnson at 03:34 PM in A Quest 2B, SharePoint, Work | Permalink

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How to Get Your Group-On in SharePoint 2010

What is grouping?

Grouping in SharePoint is a really just a way to organize like, meaning similar, data in expandable or collapsible groups so that the data can be accessed quickly. Grouping is typically assigned to views of SharePoint lists and libraries. It's a really powerful to get the stuff that you need at your fingertips rapidly.

How to Group

To group content in SharePoint you must first create a new view or use an existing view.

You can follow the steps here to Creating or Modify a view.

While on the Create or Edit view page in the Name section select Group By to expand the section.

  1. Select the First group by the column from the dropdown arrow and select Fiscal Year from the list.

  1. In a grouped view you can group by a maximum of two categories. If you'd like to further group by a sub-category, select the Then group by the column dropdown arrow and select your second category.

  1. Next, you can set your group to either Collapsed or Expanded by default. This is especially useful if you grouped view is likely to return a large number of items.
    1. Select Collapsed to collapse the list be default or Expanded to expand it by default.

That's it. Now you can group your views in SharePoint to get your Group-On.

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My life is a journey and the destination is life itself.  I am on a quest to be.  The quest is life and all that it has to offer. Life it, love it, learn from it.

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