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Adding a Web Part

From: SharePoint 2010 Essential Training

Video: Adding a Web Part

A typical SharePoint page is not just made of blocks of text and images. it's also very, very common that on these pages that you'll edit, you'll these pieces called Web Parts. Well, what are Web Parts? We have actually one of them right now. I'm going to shift into my Edit Page Mode by clicking this Edit Page button and then come down to the section that says Shared Documents and just click on the white bar beside the word Shared Documents, and you see how this gets surrounded by a blue box here and in fact, as I did that, I have a new option up here called Web Part Tools.

Adding a Web Part

A typical SharePoint page is not just made of blocks of text and images. it's also very, very common that on these pages that you'll edit, you'll these pieces called Web Parts. Well, what are Web Parts? We have actually one of them right now. I'm going to shift into my Edit Page Mode by clicking this Edit Page button and then come down to the section that says Shared Documents and just click on the white bar beside the word Shared Documents, and you see how this gets surrounded by a blue box here and in fact, as I did that, I have a new option up here called Web Part Tools.

Well the blue box is actually representing the fact that this is a Web Part. Now Web Part is a self- contained piece of a webpage. You can't use a Web Part by itself. It has to be inside a webpage, but it has its own rules. It has its own abilities. It has its own behavior. But what are they? These are modular pieces. They can be very simple, they can be very complex, but they often represent pieces that exist elsewhere on your website. Well, what do we mean by that? Well, to show you, let me talk about adding a new web part.

I'm going to click my cursor just so it's blinking below this existing one, and go to my Insert section of the Ribbon where I have the ability to insert Web Parts. In fact my Web Parts section here, which is kind of roped off by these two vertical lines, suggest that I have three different things I can do. I can add a Web Part, I can add an existing list, or I can add a new list. Well, just to let you know these are all Web Parts. In fact, they're just different ways of doing very common tasks. If I were to click the option to insert a Web Part it will tell me that this one will allow you to insert from the full list of available Web Parts.

Web Parts can display data from other sources such as list data search results forms or even another webpage. So that would give me the full list of available Web Parts and if I click that one, I actually get quite a lot. They are split into categories. So this section up here that allows me to say I've got Lists and Libraries and Business Data and Content Rollup and Filters and Forms and all the different things that are different Web Parts. Different pieces of data that I could put all my webpage. This looks a little bit complex to me and in fact it's a bit of overkill, so I'm going to do cancel that option and say no, I'm going to select the second option here, which allows me to insert an existing list.

What does that mean? It's still a Web Part. What that really does is just filtered down the whole list of dozens of dozens of web parts to just the web parts that represent things that exist on this site right now. Now we explored this little earlier when we clicked our View All Site Content link, that the website is made of lists and libraries. And if I want to see my lists and libraries on the homepage, well, I can add a Web Part. This says, Hey, I can give you a Web Part that represents Announcements or a Web Part that represents your Calendar or a Web Part that represents your Links.

So I'm going to select the Calendar Web Part, and say I want to add that Web Part to well, I only have one choice, the Rich Content. That's the actual page content that I've been editing. Click Add and I have down here now my Calendar Web Part. This might be what I'm after. It might not be what I'm after, but you see how this is actually representing not a new calendar, but the existing calendar that already had a Weekly Review appointment on it. You can almost think of the Web Part here as being a window to a list or a library on this website.

The Web Part itself doesn't hold the data. The Web Part is a window to the data. It's just showing me the underlying data, and that's an important distinction to understand, because very, very commonly, when I'm teaching SharePoint what I will see people do is they'll come into a page and then say "okay, I want to add a Web Part to represent my calendar," and they'll click Existing List and they won't see a Calendar Web Part. And they say "well, I don't see my calendar." And I'll ask "well, first off, do you have a calendar on your website?" "Do you have that piece?" If they don't, well, they first need to create it before creating the Web Part that shows it.

Well, one of the new options we have to make that process easier in SharePoint 2010, I'm going to cancel out of this one, is to say well, I want to add a Web Part that represents, oh, let's say a list of contacts. But then I remember, well, I don't have a list of contacts on this particular site. Well what I can do is two things at once. By clicking this button I can create a new list and it's actually showing me the available lists and libraries that SharePoint knows over on this site.

We're going to get in much more into this a little later. But I could say well here, I actually want to create a list title of Vendors and that will be my vendor contacts. So it's going to be a Contacts list, I'll click OK, and that does two things at the same time. It creates the list and it adds a Web Part that represents that list and I can even directly add a new item from this page itself. Now let's say that was what I wanted to do with this page. I want to save it before I make any other changes, so I'm going to come up to my Ribbon, find a little disk icon that represents Save & Close, and click that one.

And now we have a Shared Documents Web Part representing my documents, a Vendors Web Part representing my vendors list, and a Calendar Web Part representing my calendar. Now to prove that this Vendors Web Part just actually created a list on this website, I can of course go to my All Site Content link, click that, come down to my Lists section, and it says, yup, here's your Vendors list that was created one minute ago and has nothing in it right now.

So we do have that nice shortcut way of adding that to our page. And the ability to start to change your Web Parts and edit the Web Parts and move them around really does allow you to build very powerful pages very quickly.

Show transcript

This video is part of

Image for SharePoint 2010 Essential Training
SharePoint 2010 Essential Training

70 video lessons · 47964 viewers

Simon Allardice
Author

 
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  1. 1m 16s
    1. Welcome
      1m 16s
  2. 16m 34s
    1. What is SharePoint?
      8m 9s
    2. SharePoint roles
      2m 5s
    3. Accessing SharePoint
      4m 48s
    4. The SharePoint product line
      1m 32s
  3. 44m 55s
    1. What is a team site?
      2m 43s
    2. Navigating a team site
      9m 41s
    3. Using team site lists and libraries
      11m 38s
    4. Editing the home page
      9m 31s
    5. Adding a Web Part
      6m 19s
    6. Deleting a Web Part
      5m 3s
  4. 10m 53s
    1. What is a Document Workspace?
      4m 2s
    2. Creating a Document Workspace
      4m 3s
    3. Deleting a Document Workspace
      2m 48s
  5. 6m 3s
    1. What is a Meeting Workspace?
      2m 7s
    2. Creating a Meeting Workspace
      2m 40s
    3. Deleting a Meeting Workspace
      1m 16s
  6. 36m 3s
    1. Exploring the available lists
      5m 30s
    2. Creating a custom list
      8m 44s
    3. Creating a custom view
      6m 43s
    4. Working with libraries
      6m 18s
    5. Using versioning and Check In/Check Out
      8m 48s
  7. 45m 55s
    1. SharePoint and Word
      6m 6s
    2. SharePoint and Outlook
      7m 38s
    3. SharePoint and Excel
      3m 54s
    4. SharePoint and Access
      2m 58s
    5. SharePoint and InfoPath
      11m 42s
    6. SharePoint and PowerPoint
      3m 46s
    7. SharePoint and Visio
      6m 20s
    8. Using SharePoint Workspace
      3m 31s
  8. 32m 8s
    1. What is a site collection?
      3m 56s
    2. Creating a site collection
      6m 35s
    3. Creating a new site
      6m 29s
    4. Customizing a site
      7m 47s
    5. Creating a site template
      7m 21s
  9. 13m 53s
    1. Understanding permissions
      3m 33s
    2. Adding a user to a site
      5m 14s
    3. Deleting a user from a site
      1m 39s
    4. Creating a new security group
      3m 27s
  10. 31m 54s
    1. Using out-of-the-box workflows
      11m 1s
    2. Creating your own workflows with SharePoint Designer
      15m 20s
    3. Creating your own workflows with Visio
      5m 33s
  11. 40m 36s
    1. Using site templates
      5m 49s
    2. Using the web content management features
      10m 40s
    3. Using master pages
      3m 37s
    4. Creating an Enterprise Wiki
      7m 14s
    5. Sharing an Access database with Access Services
      7m 19s
    6. Working with rich media
      5m 57s
  12. 53m 9s
    1. Managing documents and records
      3m 0s
    2. What are content types?
      4m 22s
    3. Creating a content type
      11m 30s
    4. What are document sets?
      2m 12s
    5. Creating document sets
      7m 49s
    6. Creating a Document Center
      4m 37s
    7. Creating a Record Center
      8m 25s
    8. Defining information management policy
      11m 14s
  13. 15m 42s
    1. Using personal and social features
      7m 28s
    2. Creating a SharePoint blog
      2m 48s
    3. Personalizing SharePoint with tags and notes
      5m 26s
  14. 21m 22s
    1. Searching in SharePoint
      4m 26s
    2. Creating a Search Center
      8m 4s
    3. Customizing Search with keywords
      3m 30s
    4. Customizing Search with scopes
      5m 22s
  15. 47m 18s
    1. Using Excel Services
      10m 12s
    2. Creating a Business Intelligence Center
      3m 5s
    3. Using PerformancePoint Services
      12m 3s
    4. Using status indicators
      8m 10s
    5. Using the Chart Web Parts
      6m 33s
    6. Using Business Connectivity Services (BCS)
      7m 15s
  16. 1m 3s
    1. Goodbye
      1m 3s

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