How To Change Sharepoint View?

If you’re looking for ways to customize or simplify your workflow in Sharepoint, then you’ve come to the right place. In this guide, we’ll explore how to change Sharepoint view and how it can help you better manage your documents and tasks. We’ll discuss why it’s important to understand the different types of views, how to select a view, and how to customize it to fit your needs. With these tips, you’ll be able to easily make changes to your Sharepoint view and maximize your productivity.

What is SharePoint?

SharePoint is a web-based collaboration platform developed by Microsoft to facilitate greater information sharing and document management within an organization. It is an easy to use, feature-rich, and secure platform that enables users to access and share information from a variety of sources, including Microsoft Office, OneDrive, and other third-party applications. SharePoint can be used to store documents, share calendars, track tasks, and host meetings. It also provides access to collaboration tools such as discussion boards, chat rooms, and wikis.

Why Change SharePoint View?

SharePoint views enable users to quickly locate and work with information stored in a SharePoint list or library. By changing the view, users can quickly and easily identify relevant information and focus on the data they need. A view can also be used to group, filter, sort, and format the data so that it is easier to understand. Views can be customized to display only the data that is relevant to the user’s needs.

How to Change SharePoint View?

Step 1: Access Your SharePoint Site

The first step to changing your SharePoint view is to access your SharePoint site. To do this, open a web browser and navigate to the URL for your SharePoint site. If you do not know the URL for your site, you can find it in your list of sites in the Office 365 Admin Center.

Step 2: Open the List or Library

Once you have accessed your SharePoint site, you need to open the list or library that contains the data you want to view. To do this, click on the name of the list or library in the left navigation pane.

Step 3: Select the View

Once the list or library is open, you need to select the view that you want to use. To do this, click on the “Views” dropdown menu at the top of the page. This will open a list of available views. Select the view that you want to use and click “Apply.”

Step 4: Customize the View

Once you have selected the view, you can customize it to display only the data that is relevant to your needs. To do this, click on the “Modify View” button at the top of the page. This will open the “Modify View” dialogue box. Here you can select which columns to display, filter the data, sort the data, and group the data. When you are finished, click “OK.”

Step 5: Save the View

Once you have finished customizing the view, you need to save it. To do this, click on the “Save View” button at the top of the page. This will open the “Save View” dialogue box. Here you can give the view a name and a description. When you are finished, click “OK.”

Step 6: Access the View

Once you have saved the view, you can access it at any time by clicking on the “Views” dropdown menu at the top of the page and selecting the name of the view.

Step 7: Share the View

Once you have saved the view, you can share it with other users. To do this, click on the “Share” button at the top of the page. This will open the “Share View” dialogue box. Here you can select which users you want to share the view with and assign them the appropriate permissions. When you are finished, click “OK.”

Step 8: Edit the View

If you need to make changes to the view, you can do so by clicking on the “Edit View” button at the top of the page. This will open the “Edit View” dialogue box. Here you can make changes to the view, such as adding or removing columns, filtering data, sorting data, or grouping data. When you are finished, click “OK.”

Step 9: Delete the View

If you need to delete the view, you can do so by clicking on the “Delete View” button at the top of the page. This will open the “Delete View” dialogue box. Here you can confirm that you want to delete the view. When you are finished, click “OK.”

Step 10: Publish the View

Once you have finished creating and editing the view, you can publish it to make it available to all users. To do this, click on the “Publish View” button at the top of the page. This will open the “Publish View” dialogue box. Here you can set the view to be visible to all users, or only to specific users. When you are finished, click “OK.”

Frequently Asked Questions

What is a SharePoint View?

A SharePoint view is a way to look at and interact with your data. It allows you to format, filter, and sort the data to make it easier to find what you need. You can also create custom views that allow you to view only the data you need.

For example, you can create a view that shows only the data from a specific date range or a specific customer. SharePoint views are a great way to customize the way you view your data.

How Can I Change a SharePoint View?

Changing a SharePoint view is simple and easy. First, open the list or library in which you want to change the view. Then, click on the “Views” drop-down menu at the top of the page. Here you will see a list of all the available views. Select the view you want to change.

Next, click on the “Edit” button at the top of the page. This will open a new window with all the options for customizing the view. You can change the fields and sorting, as well as add columns and filters. Once you’ve made all the changes you want, click the “Save” button and your new view will be saved.

What Are the Benefits of Changing SharePoint View?

Changing the view of a SharePoint list or library can be incredibly beneficial. It allows you to customize the way you view your data, which makes it easier to find what you need quickly. It also allows you to add filters and sorting, which can make it easier to search for specific data.

By customizing the view of your SharePoint list or library, you can also make it easier to collaborate with other users. Different users can have different views of the same list or library, which makes it easier to work together on projects.

Are There Any Limitations to Changing SharePoint View?

Yes, there are some limitations to changing SharePoint view. For example, you cannot change the underlying data structure of the list or library. You can only customize the way the data is viewed and sorted. Additionally, some features may not be available in certain views, such as the ability to add attachments or comments.

Also, some views may have a limit to the number of columns or filters you can add. It’s important to check the specific view you’re using to make sure you don’t exceed any limits.

What Are the Best Practices for Changing SharePoint View?

When changing a SharePoint view, it’s important to keep a few best practices in mind. First, make sure you understand the underlying data structure of the list or library. This will help you make sure you’re making changes that make sense and won’t cause any problems.

It’s also important to make sure you’re not exceeding any limits on the number of columns or filters you can add. This will ensure your view runs smoothly and that you don’t run into any problems. Additionally, make sure you’re not changing the view too often. This can cause confusion and make it harder to collaborate with other users.

In conclusion, changing the SharePoint view can be a simple process. From changing the view to making continuous changes, SharePoint view can be easily customized to meet the needs of a user. It can be intimidating at first, but with the right knowledge and resources, anyone can learn how to change their SharePoint view and make it their own.