Connect a Filter Web Part to a List View Web Part on a classic page

Applies to: SharePoint Server 2016, SharePoint Server 2013 Enterprise, SharePoint Server 2013, SharePoint Server 2010.

You can construct a SharePoint filter Web Part to pass a value to a List or Library, and then adapt the view of data in the list based on the value. For example, when you select from a list of product orders in a Choice Filter Web Part, an adjacent List can display the products that correspond to that order.

In this article, you’ll see List View Web Part mentioned. This alludes to a list or library that you adjoin to your home page as a Web Part. After added, you can then connect filter Web Parts to customise the view.

Updated March 13, 2017 thanks to customer feedback.

2016, 2013

Connect a Text Filter Web Part to a List View Web Part for SharePoint 2016, and 2013

Note:  The following procedure assumes you are creating a page on a team site. Commands and instructions can vary on other sites.

To edit a page you must be a member of the Members SharePoint group for the site.

The List Web Part described here needs to be created first before you can add it to your page. To create a list, see Create a list in SharePoint. To add columns, see Create a column in a SharePoint list or library

Once you have a list to work with return to these steps to insert the list into the home page as a web part.

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

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

  1. Select the page where you want to insert a Text Filter Web Part and List View Web Part.
  1. In the ribbon, press the Insert tab, and then click Web Part.
Insert ribbon on Wiki page
  1. Under Categories, choose Apps, under Web Parts, press the List View Web Part you want, and then choose Add. The new Web Part appears on the page.

Note: If you don’t have a list, you’ll need to create one. To do that, see Create a list in SharePoint.

  1. Choose the Web Part menu down arrow for the List View Web Part, and then aim at to Edit Web Part.
Web Part edit menu highlighted

In the Web Part tool pane on the right, edit the custom Web Part properties by doing the following:

List view edit properties, list views section

In the List Views section, to edit the default view of the list, pick 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, select Edit the current view to edit the current view of the list.

List views property pane

Anytime you choose 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 can 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 alter the toolbar, under ToolBar Type, pick one from the list box:

Select a toolbar type
  • Full Toolbar
  • Summary Toolbar
  • No Toolbar
  • Show Toolbar
  1. At the bottom of the tool pane, click OK.
  1. Under Categories, pick Filters, under Web Parts, press Text Filter, and then select Add. The new Web Part appears on the page.
Selecting the text filter web part
  1. To manage the Text Filter Web Part, do one of the following:

  1. In the Web Part, select Open the tool pane.

  1. Focus your cursor at the Web Part, click the down arrow, and then press Edit Web Part. The configuration tool pane appears.

  1. In the tool pane, enter a name in the Filter Name box to capture the Web Part.

You can even 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.

  1. To state an initial value in the Date Filter Web Part text box, pick Default Value, and then do one of the following:
  1. Choose Specific Date, and then type a specific date.
  1. Pick Offset from today, enter the number of days in the Days text box (the maximum value is 999), and then select either After Today or Before Today.

This default value is then used to display the initial list of values in the List View Web Part when the page first displays.

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

  • To limit the number of characters, enter the number in the Maximum number of characters text box. The maximum length of a text value is 255 characters.

  • To enter an initial value in the Text 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 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.
  • 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.

  1. At the bottom of the tool pane, press OK.
  1. To save your changes, at the bottom of the tool pane, press OK.
  1. To connect the Text Filter Web Part, point to the Text Filter Web Part, click the down arrow, point to Connections, point to Send Filter Values To, and then select the name of the List View Web Part to which you want to connect.

Note: If you don’t see Connections on the menu, pick Edit Web Part to open properties, and then click the down arrow again. You can open properties on either the filter or the list web parts.

  1. In the Configure Connection dialogue box, under the Connection Type, choose Configure, set Consumer Field Name to the column that you want to filter the List View Web Part by, and then click Finish.

Note:  In the browser, you may need to enable pop-ups from this site to view the Configure Connection dialogue box.

  1. Once you are done configuring the connection, in the Page tab, select Save & Close to save and view the page.

  • To dynamically change the results that appear in the List View Web Part, enter some text in the text box for the Text Filter Web Part. Ensure that the text exactly matches a value in the column that you specified in the connection you made in step 14. After you enter the text, press ENTER to see the results. To redisplay all the values in the List View Web Part, clear the text box, and then press ENTER.

Note:  The Text Filter Web Part does not recognise wildcard characters. If a user enters a wildcard character, such as an asterisk (*) or a percent sign (%), the character is interpreted as a literal character.

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Connect a Date Filter Web Part to a List View Web Part for SharePoint 2016 and 2013

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

  1. From a page, in the ribbon press the Page tab, and then pick the Edit command.
Page tab with Edit button highlighted
  • Note:  If the Edit command is disabled, you may not have the permissions to edit the page. Contact your administrator.
  1. Choose the page where you want to insert a Date Filter Web Part and List View Web Part.

  1. In the ribbon, click the Insert tab, and then click Web Part.
Insert ribbon on Wiki page
  1. Under Categories, press Apps, under Web Parts, choose the List View Web Part you want, and then choose Add. The new Web Part appears on the page.

  1. Choose the Web Part menu down arrow for the List View Web Part, and then aim at Edit Web Part.

  1. In the Web Part tool pane, adjust the custom Web Part properties by doing the following:

  • To update 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.
List views property pane

Note:  Whenever you choose or edit a list view, a copy of the list design is moulded from the original site list design and saved with the List View Web Part. However, the list data stays intact. Use caution once 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 ToolbarSummary Toolbar, or No Toolbar from the list box.
Select a toolbar type
  1. At the bottom of the tool pane, press OK.
  1. Below Categories choose Filters, under Web Parts pick Date Filter, and then press Add. The new Date Filter Web Part appears on the page.

  1. To configure the Web Part, do one of the following:

  • In the Web Part, pick Open the tool pane.

  • Point to Web Part, select the down arrow, and then press Edit Web Part. The configuration tool pane appears.

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

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.

  1. Below Select value to provide, do one of the following:
  • To filter by the user name, pick Current user name.
  • To filter by another value in the current user’s SharePoint profile, tap SharePoint profile value for current user, and then choose an item from the list box.

The list box is populated with the list of all SharePoint profile properties that have a privacy policy of Everyone.

A straightforward way to see a list of user profiles at your site is to display the MyProfile tab on My Site, and then edit the details.

  1. Optionally, in the Advanced Filter Options section, to display a message that reminds the user to make a choice to filter the Date, select the Require user to choose a value checkbox.
  • To enable users to filter by a null value, click Send empty if there are no values. For example, you may want to see if a profile value for that user is not entered in the column.

  • To decide how to handle more than one value, under When handling multiple values, do one of the following:

  • Click Send only the first value to pass only one value by using the Web Part connection, select Send all values to pass two or more values by using the Web Part connection, or press Combine them into a single value and delimit with, and then type one or more characters in the text box to pass two or more delimited values by using the Web Part connection.

  • To prefix a value to the Web Part property value to fulfil a match to the column in the SharePoint list, enter text in the Text to insert before values text box.

  • To attach a value at the end of the Web Part property value to ensure a match to the column in the SharePoint list, state text in the Text to insert after values.

Note:  A user needs to enter the date in the short date format for the current regional setting used by the SharePoint site. The short date format can vary depending on your computer or site’s regional setting. For example, for English (United States) use mm/dd/yyyy, and for French (France) use dd/mm/yyyy. The user can also use the date picker to ensure the correct date entry.

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Connect a Choice Filter Web Part to a List View Web Part for SharePoint 2016 and 2013

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 be a member of the Members SharePoint group for the site.

  1. From a page, in the ribbon, pick the Page tab, and then pick the Edit command.
Page tab with Edit button highlighted

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

  1. Select on the page where you want to insert a Choice Filter Web Part and a List View Web Part.
  1. In the ribbon, pick the Insert tab, and then pick Web Part.
Insert ribbon on Wiki page
  1. Under Categories, press Lists and Libraries, under Web Parts, select the List View Web Part you want, and then pick Add. The new Web Part appears on the page.

  1. Choose the Web Part menu down arrow for the List View Web Part, and then point to Modify Shared Web Part.

  1. In the Web Part tool pane, edit the custom Web Part properties by doing the following:
  • To redesign the default view of the list, choose 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.
List views property pane

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 edit the toolbar, under ToolBar Type, choose Full ToolbarSummary Toolbar, or No Toolbar from the list box.
Select a toolbar type
  1. At the bottom of the tool pane, press OK.

  1. Under Categories press  Filters, under Web Parts pick Choice Filter, and then press Add. The new Choice Filter Web Part appears on the page.

  1. To configure the Web Part, do one of the following:

  • In the Web Part, press  Open the tool pane.

  • Point at the Web Part, press  the down arrow, and then tap Edit Web Part. The configuration tool pane appears.

  • In the tool pane, state 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.
  1. Below Select value to provide, do one of the following:

  1. To filter by the user name, choose Current user name.

  • To filter by another value in the current user’s SharePoint profile, press SharePoint profile value for current user, and then pick an item from the list box.
  • The list box is embodied with the list of all SharePoint profile properties that have a privacy policy of Everyone.
  • A basic way to see a list of user profiles at your site is to display the MyProfile tab on My Site, and then edit the details.

  1. Optionally, in the Advanced Filter Options section, do one or more of the following:
    • To enable users to filter by a null value, select Send empty if there are no values. For example, you may want to see if a profile value for that user is not entered in the column.
    • To decide how to handle more than one value, under When handling multiple values, do one of the following: select Send only the first value to pass only one value by using the Web Part connection, select Send all values to pass two or more values by using the Web Part connection, or select Combine them into a single value and delimit with, and then enter one or more characters in the text box to pass two or more delimited values by using the Web Part connection.
    • To prefix a value to the Web Part property value to ensure a match to the column in the SharePoint list, enter text in the Text to insert before values text box.
    • To append a value at the end of the Web Part property value to ensure a match to the column in the SharePoint list, enter text in the Text to insert after values.
  2. To save your changes, at the bottom of the tool pane, click OK.
  3. To connect the Current User Filter Web Part, point to the Current User Filter Web Part, click the down arrow, point to Connections, point to Send Filter Values To, and then click the name of the List View Web Part to which you want to connect.Note: If you don’t see Connections on the menu, click Edit Web Part to open properties, and then click the down arrow again. You can open properties on either the filter or the list web parts.
  4. In the Configure Connection dialogue box, select the column that you want to filter in the List View Web Part, and then click Finish.
  5. When you are done configuring the connection, in the Pagetab, click Save & Close to save and view the page.

To dynamically change the results in the List View Web Part, just go to the page. because the Current User Filter Web Part automatically filters the information based on the user profile, no user input is required.

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Connect a Current User Filter Web Part to a List View Web Part for SharePoint 2016 and 2013

Note:  The following procedure assumes you are creating a page on a team site. Commands and instructions can vary on other sites.

To edit a page you must be a member of the Members SharePoint group for the site.

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

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

  1. Click the page where you want to insert a Current User Filter Web Part and a List View Web Part.
  1. In the ribbon, click the Insert tab, and then click Web Part.
Insert ribbon on Wiki page
  1. 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.

  1. Click the Web Part menu down arrow for the List View Web Part, and then point to Modify Shared Web Part.

  1. 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.
List views property pane

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 ToolbarSummary Toolbar, or No Toolbar from the list box.
Select a toolbar type
  1. At the bottom of the tool pane, click OK.

  1. Under Categories click Filters, under Web Parts, click Current User, and then click Add. The new Choice Filter Web Part appears on the page.

  1. 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.
  1. In the tool pane, type a name in the Filter Name box to identify the Web Part.

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.

  1. Under Select value to provide, do one of the following:
  • To filter by the user name, select Current user name.
  • To filter by another value in the current user’s SharePoint profile, select SharePoint profile value for current user, and then select an item from the list box.

The list box is populated with the list of all SharePoint profile properties that have a privacy policy of Everyone.

An easy way to see a list of user profiles at your site is to display the MyProfile tab on My Site, and then edit the details.

  1. Optionally, in the Advanced Filter Options section, do one or more of the following:
  • To enable users to filter by a null value, select Send empty if there are no values. For example, you may want to see if a profile value for that user is not entered in the column.

  • To decide how to handle more than one value, under When handling multiple values, do one of the following: select Send only the first value to pass only one value by using the Web Part connection, select Send all values to pass two or more values by using the Web Part connection, or select Combine them into a single value and delimit with, and then enter one or more characters in the text box to pass two or more delimited values by using the Web Part connection.

  • To prefix a value to the Web Part property value to ensure a match to the column in the SharePoint list, enter text in the Text to insert before values text box.

  • To append a value at the end of the Web Part property value to ensure a match to the column in the SharePoint list, enter text in the Text to insert after values.
  1. To save your changes, at the bottom of the tool pane, click OK.

  1. To connect the Current User Filter Web Part, point to the Current User Filter Web Part, click the down arrow, point to Connections, point to Send Filter Values To, and then click the name of the List View Web Part to which you want to connect.

Note: If you don’t see Connections on the menu, click Edit Web Part to open properties, and then click the down arrow again. You can open properties on either the filter or the list web parts.

  1. In the Configure Connection dialogue box, select the column that you want to filter in the List View Web Part, and then click Finish.

  1. When you are done configuring the connection, in the Pagetab, click Save & Close to save and view the page.

To dynamically change the results in the List View Web Part, just go to the page. because the Current User Filter Web Part automatically filters the information based on the user profile, no user input is required.

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Learn about connecting a Filter Web Part to a List View Web Part

This section discusses the ways that you can filter a List View Web Part, and best practices when you design and edit a Web Part Page that contains connections between filter Web Parts and List View Web Parts.

How filter Web Parts work

In general, connecting a filter Web Part to a List View Web Part works in the following way:

Overview of connecting a filter Web Part

1. Connect a filter Web Part to a List View Web Part to display a subset of data.

2.  The filter Web Part provides a value.

3. The filter value is passed to a column in the List View Web Part by using a Web Part connection.

4. The List View Web Part displays only those columns that match the filter value.

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Note:  The following procedure assumes you are creating a page on a team site. Commands and instructions can vary on other sites.

To change the toolbar, under ToolBar Type, select one from the list box:

Full Toolbar

Summary Toolbar

No Toolbar

Show Toolbar

Ways to filter a List View Web Part

You can connect a filter Web Part to a List View Web Part so that a user can filter items based on a value in a column in the following ways:

  • Text filter  –  A text value that can be any string, including letters, characters, and numbers.

  • Date filter  –  A date value of month, day, and year. A user can also enter the exact date by clicking a date picker button.

  • Choice filter  –  A predefined list of values and optional descriptions, such as product or status codes.

  • Current user  –  The current user name, or other information based on the current user’s profile, such as user name, department, or birthday. This Web Part is a context Web Part, which means that it is not visible to a user of the Web Part Page and the results appear automatically without user input.

  • SharePoint list –   A list of unique values and optional descriptions, such as product or status codes, generated from a column in a SharePoint list. This Web Part is similar in behavior to the Choice Filter Web Part, and is useful when you have a list of values that might change over time and you want an easier way to maintain the list without having to change the Web Part properties.

Best practices for designing and maintaining Web Part Pages

Here are a few best practices to follow as you design and maintain SharePoint Web Part Pages:

  • Choose your Web Part Page template carefully – You can move Web Parts around on a Web Part Page to place them in any order and in any Web Part zone that you want. However, before you create a Web Part Page, think carefully about the template that you choose so that you can lay out the filter and List View Web Parts the way you want. When using a Web browser, you cannot change the template that you selected after you created the Web Part Page. If you have a Web design program such as Microsoft Office SharePoint Designer 2007, you can further change the structure of the Web Part Page.

  • Remove connections to disabled Web Part properties –   In page edit mode, you can see which filter Web Parts are currently connected and how they are connected by a message that is displayed underneath the filter Web Part.In some cases, you may need to remove the connection to make a change to a disabled filter Web Part property. If this is the case, in the tool pane you see the following message to remind you:”You must remove the connection between the Web Parts to make changes to disabled properties.”

  • Remove unused Web Parts from the Web Part Page – If you inadvertently close a Web Part, rather than delete it, the Web Part remains on the page as a hidden Web Part. To find hidden Web Parts, find the Web Part Page in the document library in which it is stored, point to the file name of the Web Part, click the arrow that appears, click Edit Properties, and then click the Open Web Part Page in maintenance view link. For more information about maintaining Web Parts, see Customise Web Parts.

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