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Hierarchy List Filter - Should I use Managed Metadata or not?

Posted on 2014-09-09
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Last Modified: 2014-09-15
I need to create a SharePoint page that displays four lists that are filtered on an 'Item'. Mockup
The structure that I need to filter on is in a hierarchy with three levels (An example is shown in :
* Group (Currently 4 groups)
   * Area (Currently ~100 areas)
      * Item (Currently ~400 items)

Hierarchy example
Each of the four lists has 'Item' in each list (Each of the 400 items are unique).

First I tried using Managed Metadata
Since the hierarchy is used in multiple places across the site, I tried using the term store to create a Managed
Metadata column. This provided an effective navigating structure when using the column headings at the top of a single list. But I was unable to select this column as an option when filtering. Our SharePoint functionality is fairly 'locked down' (Searching is also locked down in our organisation) and I don't appear to have access to the Content Query Web Part.

Then I tried using a Flat Structure
I also tried using a flat structure with columns Group, Area and Item, then looking up these columns in the other list. Item was the main column (where the hyperlink is). When I did this Item is no longer available in the List Filter. It would also mean that there would need to be three connected filters, rather than simply one which would make the page even busier.

What should I be doing?

Regards,
Nikki
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Question by:NikkiGu
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by:Jamie McAllister MVP
Jamie McAllister MVP earned 500 total points
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First question; CQWP appeared unavailable. Was the Publishing feature enabled on the site? This is required for CQWP.
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by:NikkiGu
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Hi Jamie,
The publishing feature is not enabled. I have requested for it to be enabled, but it doesn't look likely. There are some strange things locked down in this organisation. Including search scopes, office services, etc.
Thanks,
Nikki
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Expert Comment

by:Jamie McAllister MVP
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I think you'll need to use something like SP Services for the filter value;

http://spservices.codeplex.com/wikipage?title=%24().SPServices.SPCascadeDropdowns

After that, it is possible to connect multiple List Views to a single filter. My best bet would be to re-write the URL with javascript to include a querystring parameter for the filter value.
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by:NikkiGu
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Hi Jamie,

Does that mean that you don't recommend using Managed Metadata for the column?

Thanks,
Nikki
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Jamie McAllister MVP earned 500 total points
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I'm not convinced mm will enable the multiple filtering you need.
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Author Comment

by:NikkiGu
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Thank you so much for your help.

My preference is for the multiple filtering to simply be in the one box. Rather than three separate fields as the higher levels in the hierarchy are not helpful in their own right - only to navigate to the lower level. Do you think mm will provide this?
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Expert Comment

by:Jamie McAllister MVP
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You can create a hierarchy 4 levels deep in mm, certainly.
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Author Comment

by:NikkiGu
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Hi Jamie,
I have been able to get site publishing turned on and now have access to the Content Query Web Part.

You have mentioned that 'I'm not convinced mm will enable the multiple filtering you need.'

Why do you think this?

Regards,
Nikki
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Author Comment

by:NikkiGu
Comment Utility
Hi Jamie,
Your comment 'I'm not convinced mm will enable the multiple filtering you need.' was exactly right. It's not providing the filtering I need. But I'm able to use CQWP to create multiple entry points based on different attributes.

Then I used a Content Query URL String in the main page for the unique identifier that linked all the lists (intead of a filter at the top of the page). This worked and the CQWP links to the page with the identifier in the URL.

Thank you very much for your help. I wouldn't have been able to achieve it without your assistance.
Regards,
Nikki
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by:Jamie McAllister MVP
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Thanks Nikki. I'm glad you got the results you needed.
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