Using Profile Field Values as Refiners – Mapping Crawled Properties to a Refinable Property

christineAdministrator Guides, SharePointLeave a Comment

Using your custom profile properties as refiners lets you filter your staff by anything you’re tracking (school, skills, etc) and lets helps people connect. In my environment, we have both “want to learn” and “professional skills” using the same managed metadata term set, meaning people with a certain skill set can filter people by what they want to learn and … Read More

Part 1 – Custom SharePoint User Profile Properties

christineAdministrator Guides, Power BI, SharePointLeave a Comment

SharePoint profiles are a convenient and easy way to collect and manage data about your staff. The SharePoint profile comes with some basic default fields (previous companies, skills, etc), but you can also add custom properties in your SharePoint admin settings! For my custom properties, I have “Want to Learn” (to help people with skills connect with the people who … Read More

Power BI Error: The feed’s metadata document appears to be invalid

christinePower BI, SharePointLeave a Comment

Occasionally you’ll get this error when attempting to connect to a SharePoint OData feed in Power BI or Power Query: Details: “OData: The feed’s metadata document appears to be invalid.” You’ll usually get a similar error when you go to the metadata info URL in a browser: https://siteurl/_vti_bin/ListData.svc/$metadata The most common cause of this error is “bad” SharePoint list/library names. The … Read More

Display Templates: Forcing Office Docs to Open in Browser

christineSharePoint, Templates & DownloadsLeave a Comment

When you’re using Content Search web parts to display documents, depending on your configuration, Office files will download instead of opening in the browser when clicked. Here’s a Javascript snippet you can add to your display template to prevent this behavior and force them to open in a browser: var ext = linkURL.toString().slice(-3); switch(ext) {      case ‘ocx’:      case ‘doc’: … Read More

Displaying SharePoint Views with Content Search Parts

christineAdministrator Guides, SharePoint, Templates & DownloadsLeave a Comment

SharePoint keeps track of the number of views for documents, sites, and pages, and you can display this information with Content Search Web Parts (CSWP). You can use the out-of-box “Two Lines” display template to display this, but that’ll just give you the document titles and a number for the page views (unlabeled). I created a display template based off … Read More

Uploading & Publishing a Display Template in SharePoint 2013/Online

christineAdministrator Guides, SharePointLeave a Comment

There’s a few ways to do this, I’ll explain the browser method since it doesn’t require additional application installation. Navigate to your site settings in your site collection root, then open “Master pages and page layouts.” From here, use the Files tab in the ribbon and click the “upload document” button. Upload your display template (it should be a .html … Read More

SharePoint 2013 Timelines

christineBeginner Guides, SharePointLeave a Comment

sharepoint 2013 timeline

Timelines are a feature of task lists in SharePoint 2013/Online. They’re unexpectedly cool, really, you can color code them, drag events around (see below, just click and drag events on the timeline to move them)… they look pretty neat. They make great project schedule displays for milestone tracking! Items with just an end date display as a pin on the timeline, those with … Read More

How to Create and Use a Document Template in SharePoint

christineAdministrator Guides, SharePointLeave a Comment

What are Document Templates? Content type templates allow you to designate a Word, PowerPoint, or Excel that uses columns from your document library inside the document. The template can include text, pictures, choices of snippets (called “Auto Text”), and fields. Examples of types of documents that would make a good template are most legal documents (vendor agreements, NDAs, etc), proposals, … Read More