SharePoint 2010 Content Query Web Part


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  • Who’s here today?New to SharePointExisting Users?Developers?Content Owners?End Users?Decision Makers/PM’s?2010?2007?2003?Here because you love SP?Here because you hate it?
  • Why did I pick a session about one Web Part?True power of SharePoint – puts it in user handsMost under-utilized because 2007 was hard to use and you HAD to know XSLT – it is code in spite of what developers sayMost importantly – shows the importance of good architecting – content types, organizing how you’re going to use the system.Can create simplified “reports, dashboards and ways to consume dataI hope to generate some ideas on ways that you can use SharePoint within your own organization
  • SharePoint can have lots and lots of data that may or may not be similarTake that data, group and organize it
  • You organize that data into a meaningful way for your usersBut what if you need to get data out of this site collection…Sure it could take a few minutes to get information out of each site….but what if….
  • The CQWP allows you to collect data from each of your sites and put them all together in a meaningful and often visually appealing way…out of the box
  • You can have multiple dispensers on one page
  • Or customize it to make it look really cool. Customizations are outside the scope of this presentation.
  • *CQWP picks up new items before search doesAdmin Dashboard: All documents add within X number of daysAll documents added by user since dateTasks – Overdue, upcoming, etc.Client overviewWork in pipelineThere are built in web analytics to show us popular pages, etc, but what is there to show us how the users are USING the tool…filling out fields, completing tasks, etc. Dashboard example – Tasks, Field usage, etc.
  • Client Profile - All contacts, contracts, RFP’s, announcements, etc related to one client or project
  • This is a perfect example of how you can make the same concept in two different ways in SharePointThis can be a mix of some CQWP and some manual editing, or it could easily be all CQWP’s with you add image library and links list
  • This example shows a smaller firm that has one person managing content. Instead of having 4 different lists to manage, there are 5 different CQWP ‘s that all feed from the same list, but are filtered on different criteria
  • Client SnapshotSeveral SharePoint lists with traditional “information” type fields…the lists are centralized and the data is aggregated out to client site to display information in a “pretty” format
  • Goals SnapshotsTraditional SP Task listRollup provides snapshot of information for leadership for high level goals across departments
  • Pay attention to the new fields availablein 2010. Use the question mark next to the “Additional Filters“ label to see the exact wording and how to use it.PageFieldValue – uses the current value of a field on the current page.PageQueryString – allows you to grab the value of a query string in the URL. – this can be used to create a dynamic filter for CQWP, i.e.PageQueryString: fieldnameCould use summary links web part to show categories of items and when click on summary link, the page changes the filter: Good Example/Explanation of this:
  • Slot = variable declared in XSLT fileSlots are the new way of binding data to the Item Style in the CQWP which is pretty convenient since it saves you from editing hidden CQWP properties like CommonViewFields and DataColumnRenames like you had to in MOSS 2007 in order to include custom fields in your content aggregation.Show example of each styleGroup Styles: Large Text, Small Text, Banded, Centered, Separator, WhitespaceItem Style: Image on Left, Title & Description, Title Only, Title with Background, Bulleted Title, Image on Right; Image on Top; Image on top, Centered; Large title; Image only, clickable; Image only, not clickable; Fixed image size; Title, description and document iconNOTE: Can only group by one and show 3 fields OOB, which is why we customize.
  • If you have two fields that “appear” the same, look at the drop down.
  • Allow Connections means that data can be passed between the Web Part in question and other Web Parts on the pageExport Mode: Choosing Non-sensitive data only will strip out any data marked as sensitive, and package the rest for the exportExport Options: - Do Not Allow - Non-Sensitive Information - All DataTitle URL: link to anywhereThe Description input field corresponds directly to the Title in that the text you enter here will also appear upon title mouseover. Textyou enter into this description field are searchableHelp URL: link to help documentationMenu options available in the dropdown are Modeless (the default), Modal, and Navigate: Modeless opens a popup window that allows users to continue working "behind" the popup in other windows while the popup remains open. Modal opens a popup window that users must manually close before they're able to continue working. Navigate doesn't open a popup at all, but navigates directly to the help content by refreshing within the already open window. Catalog Icon Image URL allows you to include a small image (with a maximum size of 16x16 pixels) by including the path to the desired image file in this input field.Title Icon Image URL allows you to add an icon (with the same 16x16-pixel limitation) to the title bar of the Web Part by including the path to the desired image file in this input field.Import Error Message is the message that will be displayed to users if the Web Part fails to render. The default error message, as you can see, is "Cannot import this Web Part," but this input field gives you the ability to customize the error message to suit your needs.The Target Audiences input allows to specify the audience for whom the Web Part will display. NOTE: if the CQWP is embedded in the Page Layout, users will not be able to interact with some of these options
  • XSL stands for EXtensibleStylesheet Language, and is a style sheet language for XML documents.
  • Cannot filter by multi-select MMDOnly allow “is equal to”
  • This error message usually means that you are querying items other than pages. Delete the “URL Path” in the Link field. Sharepoint will automatically generate a new link for you.
  • There must be at least one checked in version in order for a item to appear in a CQWP2007 version uses 1 = Yes and 0 = No instead of Yes or No
  • “CommonViewFields” – If you need to show more fields, export web part, add more fields here, then uploadWe look for the property called "CommonViewFields". This property makes the web part request additional fields, on top of the "base" ones it asks for out of the box. We can edit this property and specify one additional field to ask for, namely the Body field.<property name="CommonViewFields" type="string">Body_x0020_content, RichHTML</property>There's a few ways you can configure this property but the most common one is "Internal name of field", followed by a comma, followed by the type of the field. If you want more than one, add a semicolon between each pair. Note:OOB Additional Filters does not include “Page Content or “Page Layout” but you can group by them.
  • A quick way to do show rich text in a field would be to search the file for the text <xsl:value-of select="@Description" /> Add disable-output-escaping="yes"inside the tag, so that the end result is: <xsl:value-of select="@Description" disable-output-escaping="yes" />
  • Quick way to render name of fields getting passed add to the following style<xsl: for-each select=“@*”> <xsl: value-of select = “name( )”/></xsl: for-each>Add it to the code above “Display Title” variable to see a list of fields being passed to the web part
  • Organized and consumabledata = happy users
  • Pick up a flyer if you’d like to learn more about SharePoint with a FREE lunch n’ learn. Lunch is provided by Rightpoint.
  • SharePoint 2010 Content Query Web Part

    1. 1. Intro to Content Query Web PartThe sweetest way to manage your content in SharePoint
    2. 2. About Me SharePoint Power User since 2001 Huge Gator Fan Graduated with BS in Advertising from University of Florida Consultant at Twitter @KimFrehe Microsoft Certified Professional: MOS, MCTSPassionate aboutSharePoint
    3. 3. AgendaAbout CQWPExamplesAnatomy of a CQWPDemoRequirements & RecommendationsTips & Tricks
    4. 4. Data
    5. 5. Site Collection
    6. 6. CQWP
    7. 7. Multiple CQWP on one page
    8. 8. Custom CQWP
    9. 9. AgendaAbout CQWPExamplesAnatomy of a CQWPDemoRequirements & RecommendationsTips & Tricks
    10. 10. Usage Announcements / News Rollups Administrative Dashboard Calendar Rollups  Recurring calendar items are an issue
    11. 11.  Contracts / RFP’s Employees / Contacts Client Profiles User fields – how are they using the site?
    12. 12. Tracking Under:Tracking Over:Leadership Aggregated View
    13. 13. Web Analytics Web Part - What
    14. 14. CQWP= How
    15. 15. Filter by Version < 1
    16. 16. AgendaAbout CQWPExamplesAnatomy of a CQWPDemoRequirements & RecommendationsTips & Tricks
    17. 17. Add a CQWP
    18. 18. Edit the Web Part
    19. 19. Source Display information from all sites in site collection, One “parent” with children or just one site Can display based on list just one list
    20. 20. AgendaAbout CQWPExamplesAnatomy of a CQWPDemoRequirements & RecommendationsTips & Tricks
    21. 21. AgendaAbout CQWPExamplesAnatomy of a CQWPDemoRequirements & RecommendationsTips & Tricks
    22. 22.  Site Collection Feature: Access Level:
    23. 23.  Content Types Managed Metadata
    24. 24.  Item Style.xsl
    25. 25. AgendaAbout CQWPExamplesAnatomy of a CQWPDemoRequirements & RecommendationsTips & Tricks
    26. 26.  Error Message Expiration date: _dlc.ExpireDate
    27. 27.  Versioning Filter by “Yes / No” checkbox: 2007 vs. 2010
    28. 28.  Create custom slot: <div class=“item”> <xsl:value-of select=“@fieldname”/> </div> If “Due Date” does not work, try “Due Date [Core Task and IssueColumns]”
    29. 29.  Format Date: At the top: xmlns:ddwrt= aView/runtime In the Template: <xsl:value-of select="ddwrt:FormatDate(@DueDate, 1033,1)"/>
    30. 30.  Show Rich Text: disable-output- escaping="yes" Example: <xsl:value-of select="@Description“ disable-output-escaping="yes" />
    31. 31.  Render Names of Fields - 2007 <xsl: for-each select=“@*”> <xsl: value-of select = “name( )”/> </xsl: for-each>  Add it to the code above “Display Title” variable to see a list of fields being passed to the web part Show additional fields - 2007“CommonViewFields” <property name="CommonViewFields" type="string">Body_x0020_content, RichHTML</property>Internal names: nt-internal-field-names-sharepoint-2010/
    32. 32.  Discussion Replies - 2007: use “ItemChildCount” <property name="CommonViewFields" type="string">ItemChildCount,Lookup</property>
    33. 33. Contact Me@KimFrehe
    34. 34. Pick up aflyer to learnmore abouthow you canbring a freeLunch N’Learn toyour office