Lightning Filters
Filter Provider Web Part
WHY CHOOSE LIGHTNING FILTERS?
The Lightning Filters web part is a versatile tool designed to enhance the interactivity and usability of your SharePoint dashboards. It provides a seamless connection to the Lightning Conductor and Data Viewer web parts, allowing you to apply dynamic filters—such as person, date, and other custom criteria—across multiple web parts within a single dashboard. This functionality enables users to quickly and easily filter and refine data views, ensuring that the most relevant information is always front and center. By using Lightning Filters, organizations can create more interactive, personalized dashboards that improve data visibility and decision-making.
- Enhanced Data Visibility: Quickly apply filters like person, date, choice, or number criteria to view the most relevant information, ensuring users have immediate access to the data they need.
- Improved User Experience: Create interactive and dynamic dashboards that allow users to easily refine and adjust data views, leading to better engagement and more intuitive navigation.
Lightning Filters offer a range of filtering options, including Number, Person, Date, Choice, Text, and Managed Metadata fields. These filters provide dynamic values over a web part connection, allowing you to synchronize and refine data across one or more Lightning Conductor web parts or Data Viewers. With these versatile filtering capabilities, users can customize their data views to display the most relevant information in real-time, enhancing the functionality and interactivity of their SharePoint dashboards.
- Number Filter: Allows users to filter data based on numerical values, such as quantities, amounts, or metrics.
- Person Filter: Enables filtering based on people, such as specific users or roles, to display data relevant to selected individuals.
- Date Filter: Provides options to filter data by dates, including specific days, ranges, or dynamic date fields like “Today” or “Last Week.”
- Choice Filter: Supports filtering by predefined choices or categories, making it easy to segment data by different options.
- Text Filter: Allows users to filter data based on text fields, such as keywords or phrases, for more targeted data searches.
- Managed Metadata Filter: Utilizes managed metadata fields to filter data based on taxonomy terms, enhancing data organization and retrieval.
DeliverPoint is developed as a SharePoint Framework (SPFx) Solution and is integrated within your Microsoft 365 environment. This integration ensures that no data leaves or is processed outside of your Microsoft 365 tenant. Users can report and manage permissions where they have Full Control.
Modern SharePoint Filter Web Part
The Lightning Filter Web Part is a Modern SharePoint Filter Web Part built upon the Microsoft SharePoint Framework SPFx. Using the Lightning Filter web part, you can provide dynamic data connections to consuming web parts such as the Lightning Conductor or a Data Viewer Client Side Web Part that you have built for your organisation. The following documentation describes how to build a consuming SPFx Client Side Web Part.
Multiple Filter Types
The Lightning Filter web part can provide the dynamic data connections based upon Choices, Number, People, Text, Date, Taxonomy (Managed Metadata), or values in a SharePoint List. Add the choice values and display text through the web part properties, and consume the connected values via dynamic data connections.
The Number filter type is useful to connect to columns such as “Percentage Complete” within a Task List, or Items in Stock represented as a number. Lightning Filters can be set to allow a single number, or a number range such as 50-100. Values can be input using slider controls or standard fields.
Modern Date Filter Web Part
Using the Modern Date Filter Web Part capabilities, you can provide a single date or a date range to a consuming web part. The date values can be consumed by the Lightning Conductor, or a custom client side web part.
Connecting to Modified Date, or Created Date either as a single date or a date range will help you to find all content created within a specific time period. Default values can be set so that documents created in the last year for example are always displayed on the page, but can be filtered further using Lightning Filters.
Using the Modern SharePoint Filter Web Part
The Lightning Filter Web Part is license exempt. Use the Lightning Filter Web Part as a filter provider for your own custom web parts, or the Lightning Conductor Web Part in order to filter columns or apply conditional formatting values.
Download a Sample SPFx Project
If you want to build your own SharePoint Framework SPFx Client Side Web Part that can consume a web part connection filter from Lightning Filters, why not get started with our example project and documentation which you can download here!