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Connecting Web Parts

Create a site page with two connected Web Parts

Step 1, export a Customers list from Excel

1) Start in an Excel file with a customers list

2) Click ”Format as Table”

3) Select a table

4) Click OK to the Dialog box

5) Go to ”Export”

6) Select ”Export Table to SharePoint”

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7) Enter

a) The URL to your SharePoint site

b) Name: Customers

c) Description: From Excel

8) Click Next

9) Click Finish

10) Click the URL

Step 2, show the Customers List in the Quick Launch

1) Go to the ”List” tab

2) Click on ”List Settings”

3) Click on ”List name, description and navigation”

4) Click ”Yes” to allow

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5) Click Save

Step 3, create new View

1) Click on ”Customers”

2) Click on additional options

3) Click on ”Create View”

4) Create ”Standard View”

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5) Enter the View name ”CustomerList”

6) Check the box for default view

7) Click OK

Step 4, export the Countries List from Excel

1) Go to the Excel file with the Countries list

2) Select ”Export Table to SharePoint”

3) Enter

a) The URL to your SharePoint site

b) Name: Countries

c) Description: From Excel

4) Click Finish

5) Click on the URL

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Step 5, show the Countries List in the Quick Launch

1) Go to the ”List” tab

2) Click on ”List Settings”

3) Click on ”List name, description and

navigation”

4) Click ”Yes” to allow

5) Click Save

Step 6, create a Standard View for Countries List

1) Click on Create View

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2) Enter the View name

CountriesList

3) Check the box for default view

4) Click OK

Step 7, add a new site page

1) Click on the settings icon at the top of the page

and select Add a page

2) Enter the “New page name” ConnectedWebParts

3) Click “Create”

Step 8, add an App Part to display information from the existing list ”Countries”

4) Go to the ”Insert” tab

5) Select ”App Part”

6) Click on Countries

7) Click Add

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Step 9, create a text layout

1) Click on ”Text Layout”

2) Select the ”Two columns”

option

Step 10, add an App part to display information from the existing list ”Customers”

1) Go to the ”Insert” tab

2) Select ”App Part”

3) Click on Customers

4) Click Add

Step 11, connect the two lists

1) Click on the dropdown icon

2) Select ”Edit Web Part”

3) Click on the dropdown icon again

4) Select ”Connections”

5) Select ”Provide Row To”

6) Select ”Customers”

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7) Select ”Country” from

the dropdown

8) Click Next

9) Click Cancel to the dialog box

10) Select ”Country” from

the dropdown

11) Click Next

12) Click Save

Step 12, change the View

1) Go to the ”Page” tab

2) Click on ”Edit”

3) Click on ”Edit Web Part”

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4) Select ”Edit Web Part”

5) Click on ”Edit the current view”

6) Click OK to the dialog box

7) Uncheck all except”Country”

8) Expand the ”Tabular View”

9) Uncheck ”Allow individual item checkboxes”

10) Click OK