Metalogix Selective Resore Manager Pro

Filter the Calendar Plus Web Part on-the-fly using multiple values

Published 02/12 courtesy of Bamboo Solutions Community

Are you using the Calendar Plus Web Part and want your end users to be able to filter the content on-the-fly? You can do that with the dynamic filter feature of the Calendar Plus Web Part that allows users to choose a view. This feature uses the filter saved with each selected list view to filter the data shown in the Calendar Plus. Jeff's post here gives you a few other options. But, maybe you want your users to choose what they want to filter with on-the-fly so you can't use the dynamic filter feature since you don't know ahead of time what they want to filter on. Well, let me tell you about another option.

Use Case: I have a calendar-type SharePoint list that I've added a Category column to. The Category column is of type Choice and has several possible values. I'm using the Calendar Plus Web Part to display the contents of my calendar list because I want to color code the events by Category and I want users to be able to filter on-the-fly. I've created several different views of my list so users can select a view to see just one category of events at a time; this de-clutters the calendar significantly. This is working great, but some users are telling me that they want to see two or more categories of events at once. I could create new views for that, but that is a lot of views if I accommodate all the possible combinations of categories. I need the end user to be able to select the categories they want to display on-the-fly. How to accomplish that?

Solution: This is possible if you use the Bamboo List Filter Web Part with the Calendar Plus Web Part. The Bamboo List Filter Web Part is part of the Bamboo Filters Collection. It's a little bit different than the List Filter Web Part that comes with MOSS (and not only because it also works in WSS). I wouldn't be able to do what I'm about to tell about with the MOSS List Filter Web Part. Here are the steps:

(1) Configure your Calendar Plus as you want it. Mine is shown below. I've hidden the dynamic filters since I don't want to confuse my end users with too many filter options. The purple events are Sales Meetings, the tan are Team Meetings and the green one has a category of Other.

(2) I add the Bamboo List Filter Web Part to the page and I create a web part connection from it to the Calendar Plus Web Part on the same page.

(3) Then I configure the Bamboo List Filter Web Part. In the tool pane, I select the Connected List as Bamboo Calendar Plus Web Part. Then I click Add Filter to add a filter. For the Select Target Column, I choose Category and for the Filter Name, I enter Filter by Category. Then I click the Add button to add the filter column. My tool pane then looks like this:

(4) I click Apply and then OK at the bottom of the tool pane to save my web part configuration.

(5) When I exit out of edit mode and refresh my page, my web part page looks like this:

I should change or hide the web part titles, but with the defaults shown above, its easy for you to see which is which. Ok, so now to see what the end user can do with this combination of web parts. When the user clicks the drop down labeled Filter by Category, he sees the category choices available (see below). He can select one or more and then click Apply Filter.

 When I choose to view events of category Sales Meeting and Other, my display looks like the one shown below. Just the purple and green events are displayed. I can click Clear filter to get them back or adjust the filter to display something else.

Unfortunately, this process will not currently work if you are displaying a List Rollup Data View in your Calendar Plus - but we are working on that and I will update this post when we have new information. All of the things I did for this post were done with the following web part versions: Calendar Plus: v3.4.16.0; List Rollup: v4.3.8.0; List Filter: c1.3.1.0

 

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