How to Keep Reference Data Tidy and Well Organised


Frequently when building solutions using SharePoint you need to make use of reference data. This will be presented as look up type columns in the main list for your solution.

Internal Data

Internal data that is data stored within SharePoint can be stored within existing and new lists.

List organisation

The user doesn’t need to see these lists therefore it makes sense to keep their user interface as uncluttered as possible. Leaving the list out of the navigation is one thing that can be done then it keeps the quick launch as small and useful as possible. Hiding the list will keep it out of the view all site content keeping this uncluttered as well. To hide a list open it in SharePoint designer and set the Hidden attribute

It is also a good idea to arrange a specific location for such look up type lists. Placing them in a high level site of the site collection allow them to be easily used from all child sites.

I described this here with SharePoint 2007 but it still applies equally to SharePoint 2010.

Simply define your look up column as a site column in the root site and to a list in the root site and you will be able to use it in any child site. The list can be maintained in one place.

External Data

Frequently however look up data already exists in external systems that can be accessed by web services or directly from a database.

SharePoint 2010′s business connectivity services can be used to hook up such data into the SharePoint environment. Depending on your particular needs this can be achieved with SharePoint Designer or for more advanced scenarios by using Visual Studio

Aspects of Business Connectivity Services are covered in many of our SharePoint 2010 Courses including

David Severn

 

2 Responses to “How to Keep Reference Data Tidy and Well Organised”


  1. 1 sharepoint Tools June 6, 2012 at 4:07 am

    Highly informative post!
    I got my desk organized, and have been miraculously keeping it clean for the past three months.
    share point has a great influence to Keep Reference Data Tidy and Well Organized.


  1. 1 Time for SharePoint Reference Data Cleaning : Beyond Search Trackback on March 21, 2012 at 1:56 am
Comments are currently closed.



Learning Tree logo

SharePoint Training

Learning Tree offers over 210 IT training and Management courses, including SharePoint training.

Enter your email address to subscribe to this blog and receive notifications of new posts by e-mail.

Join 29 other followers

Follow Learning Tree on Twitter

Do you need a customized SharePoint training solution delivered at your facility?

Last year Learning Tree held nearly 2,500 on-site training events worldwide. To find out more about hosting one at your location, click here for a free consultation.
Live, online training

Follow

Get every new post delivered to your Inbox.

Join 29 other followers

%d bloggers like this: