Create custom views in SharePoint 2010

By Jeff Taylor

May 15, 2012 —  (Page 1 of 3)
By now, everyone should be familiar with creating custom views in SharePoint 2010. It is a great way to speed up the process of finding the items or documents that you need without scrolling through pages of unnecessary content. For instance, I send reports on a weekly basis to several clients with information that I get from many different lists. All of the lists and libraries that I use have custom views that give me the exact content I am looking for.

When I first began to do these reports a few years ago, I was relatively new to SharePoint. I would spend hours filtering and scrolling through pages to find the information that I needed. It did not take me long to figure out that I could create a few simple views that would cut my time spent on these reports in half. I felt as if I had just cracked some secret code in the SharePoint world. These custom views would display my content in exactly the way I wanted, which made my job much easier and put a smile on my manager’s face.

Now I have set up a demo library and filled it with Microsoft Excel and Microsoft Word documents. Let’s create a custom view that will only display word documents so you can see how easy but beneficial it is to have these custom views. Let’s get started:

1.    I will begin by opening my “Testing” library.

2.    This library has both Microsoft Excel and Microsoft Word documents.

3.    Notice that by default libraries have an “All Documents” view.

4.    It is now time to clean this up and get organized.

5.    At the top in the “Library Tools” section I will click Library.

6.    Once the ribbon has opened, under “Settings” I will click Library Settings.

7.    Scroll to the bottom. Again you will notice that under “Views” there is only one view by default, which is the “All Documents” view.



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