Create a Grouped View

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconIn a few articles Peter Kalmström, CEO and Systems Designer of kalmstrom.com Business Solutions, explains how to work with views. In the demo below he shows how to hide columns in a view and how to create a view where the items are grouped.

Peter continues to work with the same SharePoint library as in the Views Introduction article, so he creates a view that groups the library files first by year and then by type of document.


SharePoint Restore button


Peter also points out the benefits of using views instead of folders:
  • SharePoint views give a better overview.

  • In SharePoint you can see how many files or items each group contains without opening it.

  • SharePoint Restore buttonSharePoint can show and restore earlier versions of
    a file or list item. To do that in folders, you have to save each version with a different name.

  • SharePoint Alert iconSharePoint lists have an Alert feature, so that you can have
    an automatic e-mail each time the list has been changed. There are several different options for when this alert should be sent.

These are all good features, and a grouped view often makes users feel "at home", as it resembles a file system. There is however a drawback: you cannot use the Quick Edit view for a grouped view. Peter talks about that in the next demo, about default views, as it might prevent you from making a grouped view default.




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