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Teams - Filter Your Document View Tutorial

Filter your document view in a shared channel tab by applying three criteria: file type, last modified date, and last editor. The tutorial shows opening the filter pane with the funnel icon, selecting file types, adjusting the date slider, and choosing a contributor. Filters combine cumulatively and update the list automatically. It explains how to save the current filter setup as a reusable view, name it meaningfully, choose public or personal visibility, and reselect it later from the saved views.

03:11
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Parteger

Available in Microsoft365

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finding useful files can quickly become difficult.

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In this tutorial,

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you'll learn how to filter this view based on three criteria

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the type of file,

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the date it was modified,

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and the person who edited the document.

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You'll also see how to save this filter combination

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so you can reuse it with one click.

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We're already in the shared tab of a channel.

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Above the list of documents,

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click the filter button,

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which is represented by a funnel icon.

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The filter pane opens on the right side of the screen.

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The first type section allows you to choose the file formats to display.

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Check the types that match your search.

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The list updates automatically and retains only the selected formats.

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No validation button is required.

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Below,

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the date filter is first indicated as modified

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without a specific date.

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Drag the slider to the right to set the time period you want.

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The filter label updates according to the chosen position

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in the modified bisection,

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you can filter documents by their last contributor.

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Select the person you are looking for.

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The display is immediately reduced to documents that respect both the type,

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the period,

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and the contributor chosen.

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The filters are cumulative.

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A document must meet all the criteria to appear.

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Check the active criteria in the bar above the list.

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Here you will find the selected file types,

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time period,

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and contributor.

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The clear button removes all filters and finds the full list.

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If this combination is useful to you on a regular basis,

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save it as a display.

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Open the all documents menu at the top left of the list

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and then select save view as

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in the save his current name window

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all documents are selected.

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Replace it with a meaningful name

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that describes the purpose of your filter.

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This will allow you to easily identify this view later.

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The make this a public view check box determines who can use this view

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when checked,

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the display is offered to other users of the library.

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Uncheck it to keep a personal view that is only accessible by you.

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Then click save.

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The new view is now saved and documents matching the criteria remain displayed.

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To return to the original view,

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open the saved view menu,

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move the pointer to other views,

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and then select all documents.

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The full list reappears and the filter pane no longer contains selected criteria.

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The save view remains available in the bar

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next to all documents.

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Click the name of the saved view,

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the corresponding documents reappear.

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You now know how to filter your documents and reuse a saved view independently.

Mandarine AI: WHAT YOU SHOULD KNOW

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