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How to Use Metadata Navigation and Filtering in SharePoint 2013

by Bamboo Marketing | Aug 13, 2013 | Products, SharePoint 2013

Bamboo Solutions | Ohio Tobacco Use Prevention and Control Foundation Selects Bamboo Solutions Grant Management Software

What is Metadata Navigation and Filtering?

This feature provides each list in a SharePoint site with settings pages for the purpose of configuring lists, as desired, to use metadata tree view hierarchies and filter controls to improve navigation and filtering of the contained items.

Activate the Feature in Site Settings:

  • Go to Site Settings and click to Manage Site features to activate the feature:
  • Go to List Settings to locate the feature:

 

    1. Configure Key Filters:
      • We can filter data through one or more column settings: Note: Fields that are available for use as navigation hierarchies include columns on this list that are one of the following types:
        • Content-Type
        • Choice Field
        • Managed Metadata Field
        • The person or Group Field
        • Date and Time Field
        • Number Field

 

  1.  2. Use that feature for filter data:
      • After configuring the feature, we will look there for filter data:

     

      • Select a value to filter and click Apply to initiate filtering:

     

      • Click to sort or refresh data:

     

    • After clicking to sort or refresh data, we will see that the data were filtered to the value which we had configured earlier:

 

      • We can filter data with one or more columns; in this step, we will help to filter with more than one column
      • Go to List Settings and change Configure Key Filters: Filter data with many columns:

     

      • Now we will see more columns for filtering:

     

    • After filtering has been applied, we will see the results of the filtered data here:

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