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What’s in a List
More Fun Rich Features with SharePoint
                             2010 Lists
THANK YOU

       2
About Nedra
 • Working with SharePoint since 2006
 • MCTS
 • Worked with the Department of Defense,
   the aerospace and biotech industry,
   entertainment and non-profit organization
 • User Advocate
 • Presently is the Senior Technical Consultant
   at Perficient
                                      3
More About Nedra

 • Co-Chair of SharePoint Saturday Los Angeles
 • Co-Founder of the San Fernando Valley SPUG
 • Western Regional Representative of Women
   in SharePoint




                                    4
Why I decided to do this session

 • We are familiar with the functionality of lists
   in SharePoint 2007.
 • The functionality is easy enough to find in
   SharePoint 2010, once you learn to navigate
   the ribbon.
 • There are more features that are not used
   because no one know about the feature or
   how to use the features.

                                        5
Agenda
•   Introduction
•   The Ribbon
•   More Options
•   Calendar list more like Outlook
•   Alerts
•   Lookup Columns
• LARGE LISTS
• SharePoint Workspace
                                      6
• This session will take a deep dive in the SharePoint
  2010 Ribbon and compare SharePoint list features
  between versions 2007 and 2010.
• The presentation will highlight improvements in the
  functionality of lists and how SharePoint 2007 list
  function have been enriched.
• In this presentation new features of SharePoint 2010
  lists will be explored such as calendar, lookup
  columns, and the huge change in working with large
  lists.
• Demo/Illustration of Ribbon
• The anatomy of the Ribbon




                                8
The Ribbon - Browse




                      9
The Ribbon – List Tools




                          10
The Ribbon – List Tools




                          11
The Ribbon – List Tools




                          12
• DEMO




         13
More Options

 • Create a new list has more choices
 • Site Actions, has more Options




                                        14
List Features



  Enforce Unique Value of a Column




                           15
Enforce Unique Value of a Column



  The comparison is case-insensitive, so
   the values "hello world" and "Hello
   World" are evaluated as equivalent
Enforce Unique Value of a Column

 Supported Column Types
 • Following is a list of column types that can be indexed
   and for which unique column constraints are supported:
 • Single line of text
 • Choice field (but not multichoice)
 • Number
 • Currency
 • Date/ Time
 • Lookup (but not multivalue)
 • Person or Group (but not multivalue)
 • Title (but not in a document library)
Enforce Unique Value of a Column

 Unsupported Column Types
 • Following is a list of column types that cannot
   be indexed and for which unique column
   constraints are not supported:
 • Multiple lines of text
 • Hyperlink/Picture
 • Custom Field Types
 • Calculated Field
 • Boolean (yes/no)
19
Enforce Unique Value of a Column

 • Other restriction on this feature can be
   found here:
 http://msdn.microsoft.com/en-
 us/library/ee536168.aspx
Alerts

 • Now in the Alert Me - there is a choice of
   Delivery method




                                      21
• Demo




         23
• InLine Editing
  – Choose whether an edit button on each row
    should be provided. This button allows users to
    edit the current row in the current view, without
    navigating to the form. Inline editing is only
    available on views that have their Style set to
    Default.




                                         24
25
Lookup Columns

 • Relationship, enforces relations behavior
 • Restrict Delete prevents the deleting of an
   item that has other items connected to it =>
 • This protects the associated lists




                                     26
Lookup Columns -Enforce Relationship Behavior




                                    27
Calendar list changes

 • Can add in calendar interface
 • Outlook like – works more like Outlook
 • Mouse over events to see full event – call
   out
Calendar - event toolbar
Calendar toolbar
What is a Large list

 • [Define a large list]
 • A list with more than 5,000 items.




                                        31
LARGE LISTS

 • A word about indexing
   – SharePoint will index less than 5,000 items, if
     you have more




                                           32
• DEMO




         33
Daily Time Window for Large Queries

 • A specific range of time established by your
   administrator where you can see filters and
   views without limitations that you see, i.e.
   the limitation you see with newest results
   warning.




                                      34
35
• The window will normally take place after
  normal business hours so queries don’t bog
  down the sites
• Also, a time to create indexes = >take other
  actions with large lists




                                     36
Large Lists – more information

     http://technet.microsoft.com/en-
         us/library/cc262813.aspx
Here are the steps:
•   Central Admin
•   Choose Web Application
•   General Settings
•   Resource Throttling
SharePoint Workspace

 • Allows you to take a list outside of a team
   site
 • Work with data offline, then sync
   information when you reconnect to your
   network




                                       41
Resource for SharePoint Workspace

 • http://office.microsoft.com/en-
   us/sharepoint-workspace-help/
Take Aways

• Review the new features
• Use one or two at a time – practice
• Find a real world solution

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What's in a List?

  • 1. What’s in a List More Fun Rich Features with SharePoint 2010 Lists
  • 3. About Nedra • Working with SharePoint since 2006 • MCTS • Worked with the Department of Defense, the aerospace and biotech industry, entertainment and non-profit organization • User Advocate • Presently is the Senior Technical Consultant at Perficient 3
  • 4. More About Nedra • Co-Chair of SharePoint Saturday Los Angeles • Co-Founder of the San Fernando Valley SPUG • Western Regional Representative of Women in SharePoint 4
  • 5. Why I decided to do this session • We are familiar with the functionality of lists in SharePoint 2007. • The functionality is easy enough to find in SharePoint 2010, once you learn to navigate the ribbon. • There are more features that are not used because no one know about the feature or how to use the features. 5
  • 6. Agenda • Introduction • The Ribbon • More Options • Calendar list more like Outlook • Alerts • Lookup Columns • LARGE LISTS • SharePoint Workspace 6
  • 7. • This session will take a deep dive in the SharePoint 2010 Ribbon and compare SharePoint list features between versions 2007 and 2010. • The presentation will highlight improvements in the functionality of lists and how SharePoint 2007 list function have been enriched. • In this presentation new features of SharePoint 2010 lists will be explored such as calendar, lookup columns, and the huge change in working with large lists.
  • 8. • Demo/Illustration of Ribbon • The anatomy of the Ribbon 8
  • 9. The Ribbon - Browse 9
  • 10. The Ribbon – List Tools 10
  • 11. The Ribbon – List Tools 11
  • 12. The Ribbon – List Tools 12
  • 13. • DEMO 13
  • 14. More Options • Create a new list has more choices • Site Actions, has more Options 14
  • 15. List Features Enforce Unique Value of a Column 15
  • 16. Enforce Unique Value of a Column The comparison is case-insensitive, so the values "hello world" and "Hello World" are evaluated as equivalent
  • 17. Enforce Unique Value of a Column Supported Column Types • Following is a list of column types that can be indexed and for which unique column constraints are supported: • Single line of text • Choice field (but not multichoice) • Number • Currency • Date/ Time • Lookup (but not multivalue) • Person or Group (but not multivalue) • Title (but not in a document library)
  • 18. Enforce Unique Value of a Column Unsupported Column Types • Following is a list of column types that cannot be indexed and for which unique column constraints are not supported: • Multiple lines of text • Hyperlink/Picture • Custom Field Types • Calculated Field • Boolean (yes/no)
  • 19. 19
  • 20. Enforce Unique Value of a Column • Other restriction on this feature can be found here: http://msdn.microsoft.com/en- us/library/ee536168.aspx
  • 21. Alerts • Now in the Alert Me - there is a choice of Delivery method 21
  • 22.
  • 23. • Demo 23
  • 24. • InLine Editing – Choose whether an edit button on each row should be provided. This button allows users to edit the current row in the current view, without navigating to the form. Inline editing is only available on views that have their Style set to Default. 24
  • 25. 25
  • 26. Lookup Columns • Relationship, enforces relations behavior • Restrict Delete prevents the deleting of an item that has other items connected to it => • This protects the associated lists 26
  • 27. Lookup Columns -Enforce Relationship Behavior 27
  • 28. Calendar list changes • Can add in calendar interface • Outlook like – works more like Outlook • Mouse over events to see full event – call out
  • 29. Calendar - event toolbar
  • 31. What is a Large list • [Define a large list] • A list with more than 5,000 items. 31
  • 32. LARGE LISTS • A word about indexing – SharePoint will index less than 5,000 items, if you have more 32
  • 33. • DEMO 33
  • 34. Daily Time Window for Large Queries • A specific range of time established by your administrator where you can see filters and views without limitations that you see, i.e. the limitation you see with newest results warning. 34
  • 35. 35
  • 36. • The window will normally take place after normal business hours so queries don’t bog down the sites • Also, a time to create indexes = >take other actions with large lists 36
  • 37. Large Lists – more information http://technet.microsoft.com/en- us/library/cc262813.aspx
  • 38. Here are the steps: • Central Admin • Choose Web Application • General Settings • Resource Throttling
  • 39.
  • 40.
  • 41. SharePoint Workspace • Allows you to take a list outside of a team site • Work with data offline, then sync information when you reconnect to your network 41
  • 42. Resource for SharePoint Workspace • http://office.microsoft.com/en- us/sharepoint-workspace-help/
  • 43. Take Aways • Review the new features • Use one or two at a time – practice • Find a real world solution