The Columns page is used to select the columns you want to include or reference in the Chart Display. This includes the columns that are to be shown in the chart and those that can be used for filtering and other functions.
1. The first step on this page is to choose a model list. This list is used simply as an example so you can select the columns you want to work within the display; it does not necessarily have to be included in the display. The lists or libraries to be included in the display are identified on the Lists page.
•Select either Current Site or Specify Site to identify where the list you want to use as the model list is located.
o If you choose Specify Site, you can type a URL at the prompt, type a Global Link/Variable, or click the Browse button to choose from a drop-down list of all sites in the current site collection. You can identify any site, including one on a different site or server.
•Select the desired model list from the List or library drop-down. The lower half of the page is updated
2. If you want to be able to reference hidden SharePoint columns (e.g., URL Path, Workflow Version, Approval Status) in the display, select the first checkbox. When this option is selected, the hidden columns are included in the list of available columns.
3. If you want to be able to reference the site, list, and/or folder name as a column, select the second checkbox. When this option is selected, the site name, list name, and folder name are listed with the available columns.
4. If you want to include only those lists that have the same list type as the model list, select the third checkbox, Only display items that match model list type. This is left blank by default. When the checkbox is left blank, the display will include all lists of all types that contain the columns you select above.
5. In the Available Columns area, highlight each of the columns you want to reference in the display and click the arrow icon.
•The columns you select here should include both the columns you want to display and those you want to use for filtering, as well as defining categories and resources. Only the columns you choose here will be available on the remaining Display Wizard pages for reference in filtering, graphing, etc.
•The columns you select here will be used to determine the available lists for selection on the Lists page. If a list or library does not contain the columns you identify here, that list or library will not be included in the Grid Display.
•If you change your mind and decide that you do not want to reference a column, highlight it in the Selected Columns area and click the left arrow on the page. The column is returned to the Available Columns box.
6. When you are ready to move on to the next page, click the Next button or select Site Selection from the left-hand navigation area.