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The blog by the Microsoft SharePoint End-User Content Team. The blog is designed, written, and published by the writers who bring you the SharePoint content on Office Online. We write content for all SharePoint Products and Technologies and encourage contributions from the SharePoint user community.
Consider performance when using totals in SharePoint views

In a post earlier this year, I highlighted several tips for increasing performance on large lists. Some of the recent work on SharePoint 2010 has reminded me of how totals can affect performance of views in SharePoint 2007 as well.

In SharePoint, you can edit or create a view to have a "Total" for one or more of your columns. This feature allows you to perform basic mathematical operations on particular columns in your view: Count, Average, Maximum, Minimum, Sum, Standard Deviation, and Variance. While this is a great feature that can be extremely useful in some scenarios, you have to keep in mind that it also can adversely affect performance, so there are some things to consider when using it.   

Let's say that you have a list tracking your expenses, and what you care most about is the sum of your expenses for each month. So you would want to add a total to your "Amount" column from the create/modify view page, which looks like this:

 Adding a Total to a list view

Then your view would look something like this, displaying the Sum for the Amount column at the top:

 Sample Expense List with Totals

A view with a total requires roughly twice as much work from the database as the same view without a total. Consider an example view that displays 200 items from a 5000-item list, using a filter on the “Date” column. Adding a total to the view would double its cost on the server, making it roughly as expensive as a view that displays 400 items from a 10,000-item list. Adding an index on the “Date” column will improve the performance of both views, but the view with a total will still be twice as expensive as the view without it.

If you really need to handle a large amount of data and perform these mathematical operations, then it would be best to use the "Export to Excel" functionality which would place your data in a spreadsheet where you can freely perform complex calculations without impacting the performance of your SharePoint site.

So tread lightly when it comes to adding "Totals" to your view, by only using them when you really need them, or where they add value, preferrably on small lists.

For more tips on managing large lists, see my earlier Manage large lists for better performance post or the White Paper: Working with large lists in Office SharePoint Server 2007.

 

Dina Ayoub
Program Manager
SharePoint Foundation

New Search features in SharePoint 2010: Friday Cool Content
One of the benefits of working at Microsoft is that we get to eat our own dogfood. That may sound gross, but it means we get to play with cutting edge features on new products such as SharePoint Server 2010 (and fix anything that's broken).
 
If you haven’t heard the buzz from the SharePoint Conference or this week’s PDC about the new search features in SharePoint Server 2010, take a look at this 30 minute webcast by SharePoint MVP John Ross. John does a great job of covering a wide variety of the new search features available in SharePoint.
 
My favorite feature of the new search results page is the refinement panel. After you’ve searched for a document or a person, the refinement panel shows you the categories (or metatdata) for the first 50 items in the results list. You can easily change how the results display by clicking the links in the panel.
 
For example, click on the name of an author to bubble up all documents written by or containing the author’s name. Or, click the name of a site to display all of the documents on that site that contain the keywords in your query.
Refinement panel site options
 
Another way to use the refinement panel is to click on the type of document you want.
Refinement panel results options
If the results contain Word documents, presentations, and Web sites, and you’re looking for a Microsoft Word document, just click the link for Word. That puts only Word documents in the top 50 results.
 
For a demo of how the refinement panel works, watch Evan Richman's Enterprise search video from our October 30 GTP post.
 

There are a lot of other new search features -- several of which occur behind the scenes --  and all of which make SharePoint 2010 really cool to use. Now that the public beta is available, we look forward to hearing about how you guys like our dogfood!

...Renée

SharePoint End-User Content Team

SharePoint 2010 Beta Available
Just a few minutes ago at PDC and on several blogs, Microsoft announced the general availability of the public beta of SharePoint Server 2010, along with Office 2010, Visio 2010, Project 2010 and Office Web Apps for customers and partners. Whew! That's a lot to take in.
 
Millions of people can now download the beta of these products at http://www.microsoft.com/2010
 
For general information and demos of SharePoint 2010, see the official SharePoint 2010 page.
 
Our Office.com site for SharePoint IW content will be available in a few weeks. We are building Office.com on SharePoint 2010 Beta bits so we are adding information slowly to not interfere with testing. We will let you know when the site is available for you. Until our site is availabe, try the Get started page on sharepoint.microsoft.com.
 
Check back here on the blog for how-to content as it becomes available. To get questions answered, you can try us here on Get the Point or ask it in the SharePoint 2010 forums.
 
For more detail about what was announced, see the Official Announcement on SharePoint Team Blog. Have fun exploring and let us know what you think.
 

Matt Evans
SharePoint End-User Content Team

Mark Arend's SharePoint 2007 Permissions Matrix - Friday the 13th Cool Content
The other day, a colleague of mine showed me a useful "SharePoint 2007 Permissions Matrix" on Mark Arend's MSDN blog.  Mark's workbook helps show how permissions, permission levels, and groups relate and how they affect security trimming of Site Actions and Site Settings.
 
Now, I have to admit that I haven't taken the time to thoroughly verify all of the information in there, but I did scan both tabs and it looks like a good reference to get your mind around how things work or at least a useful starting point. 
 
After agreeing to the download terms on the code gallery (code.msdn.microsoft.com), you can download the Excel workbook that contains the matrix. Here's the link:
 
 
Curl up around the fire with that this weekend and enjoy.
 
If that's not enough detail for your permissions party, check out the Roadmap for giving users access to SharePoint Server 2007 sites and site content or Watch this: give a user access to a SharePoint site. Or choose from a number of other links on the Managing security and permissions page on Office Online. 
 
 
Matt Evans
SharePoint End-User Content Team
SharePoint Saturday in Redmond: A three-part series on SharePoint 2010
I had the good fortune of attending seven sessions at the SharePoint Saturday in Redmond. The presentations were first class. The conference, breakfast, lunch, and coffee were free. And the crowd was enthusiastic. I took detailed notes on three sessions that I know many of you will be interested in. Here’s the first of a three-part series on SharePoint 2010 from SharePoint Saturday in Redmond.
 
A lucky Tee-shirt winner
 
SharePoint Saturday in Redmond: Part I - SharePoint 2010 overview
 
Gideon Bibliowicz, a SharePoint Product Manager from Microsoft, kicked off the day with an overview of SharePoint 2010. Although I‘ve read a few overview presentations and scoured some marketing sites, I liked the way Gideon positioned SharePoint 2010 and went beyond the usual fluffy hype with some fun demos.
 
Almost everyone has a hard time defining SharePoint when their neighbor asks "What is SharePoint?" Why is it so hard to pin it down in 25 words or less? Here’s a good stab at it:
 
"SharePoint is a business collaboration platform for the enterprise and the web."
 
Gideon elaborated some key words. "Collaboration" can occur between 2 or 100,000 people. "Platform" means that there is a complete and entire ecosystem around which SharePoint can be used, extended, partnered with, and customized. "Web" means, it’s not just for the intranet anymore, it’s also an internet, public-facing development platform (See for example www.ferrari.com).
 
I’m going to expand this definition a bit, and give you my take in exactly 25 words:
 
SharePoint 2010 is a collaboration platform for organizations (business, education, or government) on the web (intranet, extranet, and internet) that integrates beautifully with Office 2010.
 
No pie in the sky
 
Gideon then dug deeper using the new SharePoint pie (or donut, or wheel, or starfish) as the visual prop.
 
The SharePoint 2010 Pie
 
These are the three key messages:
 
Connect and empower people is the who, and encompasses online and offline Office, as well as external data from Line-of-Business (LOB) applications.
 
Cut costs with a unified infrastructure is the how, and focuses on IT maintenance and control.

Rapidly respond to business needs is the why, and focuses on improved ease of use for everyone as well as the new composites realm which are the means to the end. (See Demo 4: Composites below)
Of course, there is a bit of a delicate balancing act between the how and the why. IT needs to exert consistency and control within the enterprise, but you as an Information Worker (IW) want to get beyond the "Submit requests to IT and wait syndrome" and get your job done. You both want to do it in a reasonably harmonious fashion. That’s where the concept of SharePoint governance comes in.
 
In the SharePoint pie, each of the six SharePoint components is expressed in a wheel to show the deep integration of each. They are no longer loosely compiled pillars that sort of work together.
 
Content: 90% of this is your lists, libraries, pages, and metadata. This is your bedrock or foundation. Lots of ease-of-use improvements here.
 
Search: This is self-explanatory, but there are lots of enhancements here that empower you (See Demo 2: Find expertise below).
 
Sites: This used to be called portals, but that word is passé and too limiting. We are now talking sites on the web – inside and outside the firewall.
 
Communities: There are a lot of new investments in this hot area of idea-generation, Web interactions, social awareness, and people collaboration.
 
Insights: This is really another way of saying Business Intelligence (BI), but the idea is to emphasize that this is BI for the masses (The middle tier of the BI Big Stack).
 
Composites: Create powerful solutions without code by using Web Parts, external LOB data, Visio Services (new), Access Services (new), and Excel Services (improved), InfoPath (improved), and SharePoint Designer (revamped). You could say Microsoft Mashups.
 
For the rest of the hour, Gideon demo-ed some important feature and solution highlights that illustrated these six "value propositions."

Demo 1: Update a web page just like that

The key point of this demo is how incredibly easy it is now to update a web page. You simply edit the page and your changes are published with one click. The UI is simple and intuitive, but has rich controls. The new ribbon interface makes it so easy to discover and find commands. It's much easier to add Web Parts, images, videos, and even Silverlight apps. It's nothing to add your own theme, either built-in to SharePoint or one you might customize in PowerPoint.
 
Change a theme with the ribbon
 
A true crowd pleaser is that all of these new features are browser-agnostic, and work in IE, Firefox, and Safari. In fact when Gideon does this demo, he is working in Safari from the get go, and then usually an astute customer points it out.
 
Gideon related a story where a cruise ship line wanted to quickly update their Web site to ease passenger concerns about the swine-flu virus on board their ship. It was easy for the captain to do this because the cruise-line was using SharePoint 2010.
 
Demo 2: Find expertise, not just people
 
Search is new and improved (Really!) with better algorithms, Best Bets, and refinement panels for easier filtering and sorting. More importantly, search is organic. It’s empowered by ratings, tagging, metadata, keywords, taxonomies, folksonomies, all of which when used by an organization make search much more relevant for your company.
 
Also, when you click a link to a document, it can open up in Office Web Apps (and not the client) so you can quickly see the contents or find a slide to a presentation in great fidelity on a Web page.
 
User profiles and organizational browsing are rich and integrated with Search so that if you, for example, type the word “gears” in the mythical company of Contoso, you quickly find who knows all the ins and outs about gears, where in the organization they sit, and who their manager is. You can even add a note to someone’s Noteboard (a new feature) to say you would like to meet with them when they get back from their business trip, let’s say.
 
Typical search results
 
Tag clouds help you find out who the most knowledgeable folks are and what level of expertise they have. Employees can create rich and deep profiles of information that are used by Search to analyze and surface the right content and people you are looking for.
 
"Metadata for the masses" is another important 2010 feature. You can quickly create, update, and evolve taxonomies and folksonomies that are relevant for your organization and use these terms in search, in view columns, and in large content sets (more on that in Part III of this blog series).
 
Demo 3: Visualize insights
 
A key addition to SharePoint 2010 has been a big chunk of PerformancePoint features and functionality, including an advanced dashboard designer, Web Parts, scorecards, KPIs, data source connections, data visualizations like the decomposition tree (a sort-of visual PivotTable), and well-organized business intelligence centers.
 
Combine this with Excel’s new slicers (think flexible, re-arrangeable filters), Sparklines, and the PowerPivot add-in (analyze 100 million records in the blink of an eye – I kid you not!), and you have all the tools you need to create and use BI in your team or group without a PhD in Computer Science.
 
Did I mention that the new Chart Web Part incorporates the acclaimed Dundas visualization technologies?
 
An IW dashboard

DEMO 4: Compose a business solution with Composites
 
How hard is it to incorporate LOB data from SAP, SIEBEL, or SQL Server into SharePoint and leverage that data in a quick business solution? This time around, it's not hard at all. You now have bi-directional, read/write access to LOB external data. Gideon used the thoroughly revamped SharePoint Designer (more on that in Part II of this series) created an entity, which is essentially a data connection, an external content type, which is a set of columns from a table or query as well as a filter, and a mapping of fields between the LOB database and this newly-created external list. It was all done with easy-to-understand web pages, dialog boxes, and data designer tools.
 
As mentioned, the end result is an external list that looks and acts suspiciously like a native list in SharePoint. To prove the point, Gideon updated a list field, and showed the change in a SQL Server database query. Then he showed how easy it was to incorporate this data into an Outlook contact, or Word document using fields.
 
All of this was done without using a single line of code. All of a sudden, external data from legacy and LOB systems can be deeply integrated into SharePoint, whether or not you are a developer.
 
Wrap up
 
Gideon finished with a 10-minute video from some big customers, Sony, Chevron, and Del Monte, who all have been using SharePoint 2010 to make their companies more productive. The key message delivered was: how easy it is to develop solutions, and how much time was saved in creating those solutions.
 
When the usually-down-to-earth Steve Ballmer recently delivered the keynote at the SharePoint 2009 Conference in Las Vegas, he said, and I quote: "SharePoint is a magical product."  Now I hope you see why he said that.
 
There’s a lot more to SharePoint 2010. Watch for: SharePoint Saturday in Redmond: Part II - SharePoint Designer 2010 Overview and SharePoint Saturday in Redmond: Part III – Enterprise Content Management Overview of this three-part series on this blog in future posts.
 
Tell us what you think.
 
Mark Gillis
Busy Saturdays for SharePoint
I've been hearing the buzz and reading posts about SharePoint Saturdays for months, and I've finally had the chance to attend one in person with today's SharePoint Saturday Redmond.
 
What's a SharePoint Saturday? It's a forum for training and connecting with the SharePoint community, with venues in many U.S. and some worldwide cities. Make sure to check out the schedule for a city that might be near you.
 
SharePoint Saturday
 
In fact, there are three SharePoint Saturdays (Raleigh, Philadelphia, and Redmond) today, plus the SharePoint 2010 RoadShow in Chicago. Plus, SharePoint Saturdays are coming to six more U.S. locations and one Australia location later this month.
 
You can check out live feeds for today's events at EndUserSharePoint.com, as well as a SharePoint Saturday Redmond event page on FaceBook. If you have other links related for today's events, feel free to let us know in the comments.
 
It's amazing to see the energy from all the planners, sponsors, speakers, and participants of these events. For example, the Puget Sound SharePoint Users group has been collaborating on this event for several weeks, not to mention the efforts of people around the world who make events like this happen. If you've ever planned events, you know there are dozens of details to coordinate. 
 
Rainy SharePoint Saturday
 
It's also impressive to see the dedication of the participants who overcame the inertia of a soggier-than-usual fall day in the Pacific Northwest. Today's weather is more naturally suited for a warm fire, a good novel, and hot tea, but the great content and energy in the 19 sessions are worth donning the raingear.
 
So far, I've caught the SharePoint Server 2010 and SharePoint Designer 2010 overviews. They've provided a great flavor of the upcoming releases, ranging from tags to visual workflows to enhanced editing and customization. 
 
I heard the SharePoint Administration session next door included a wake-up SharePoint dance, as well as insight on governance and server health features.
 
I have to sign off now for the next session - it's been hard to choose which of the 19 sessions to attend.  In the next few days on Get the Point, we'll be providing more details about the specific sessions.
 
Meanwhile, if you'd like to learn more about SharePoint while connecting with others, check out the upcoming SharePoint Saturday dates and locations.
 
Cheers,
 
Toni
SharePoint Content Team 
Speed dating and gambling on an otherwise quiet week - Friday Cool Content
We've been kinda quiet on the blog since the flurry of activity during the SharePoint Conference, and while we worked on some content deadlines around the office.
 
We'll try to make up for that in the coming weeks. Until then, I have two articles to share with you, both thought-provoking, but for different reasons.
 
You got to know when to hold 'em, know when to fold 'em when it comes to deciding how and when to customize your SharePoint sites. Those are wise words from Lori Gowin, a SharePoint administrator who knows. My favorite part is her description of a common pitfall of out-of-the-box customization. "Despite how many times you repeat 'don’t click the X, that only closes the web part, it does not delete it from your page,' users will still do this," she says. Check it out.
 
On the more lighthearted side, Speed dating with SharePoint 2010 gives an account of a social computing presentation given by Christian Finn and Alina Fu at the Enterprise 2.0 conference this week in San Francisco. Sounds like fun. Wish I were there to see that.
 
That's all for now. See you next week.
 
Matt Evans
SharePoint End-User Content Team
Friday's Cool Content: SharePoint 2010 -- videos, videos, videos
On the Microsoft SharePoint 2010 site, 10 new videos have been posted that cover various aspects of SharePoint 2010 products.
 
Enterprise Search

This video will demonstrate some of the new search features and functionality that make this release of SharePoint the best yet!
 
ent search
 
SharePoint Partners
 
Kathleen Winder talks about the upcoming release of SharePoint 2010 and the opportunity for partners.
partners
 
Sites
 
In this video, we explain how SharePoint 2010 empowers users to increase productivity through information management.
 
sites
 
2010 for IT Pros
 
We provide an overview of major SharePoint 2010 investment areas for IT professionals.
 
itpros
 
Insights
 
In this brief video, you’ll see a glimpse of some key features in SharePoint 2010 that can help your users make more informed decisions with better insights!
 
insight
 
 
2010 for Developers
 
Watch Paul Andrew demonstrate new features in SharePoint 2010 that can help developers be more productive and take advantage of rich platform services.
 
for dev
 
 
Composites
 
J.R. Arredondo talks about a few of the new capabilities in SharePoint Composites that help organizations rapidly respond to business needs with the power of the SharePoint platform.
 
comp
 
 
Communities
 
In this video, Jacqueline Russell demonstrates SharePoint features to provide a broad range of capabilities for collaboration and social computing.
 
communities
 
Content
 
This sneak peek video provides an opportunity to see some of the features in SharePoint 2010 to deliver on our vision of content management for the masses.
 
content
 
SharePoint Foundation

Windows SharePoint Services is now Microsoft SharePoint Foundation! Learn about this exciting change and the improvements made for SharePoint Foundation 2010.
foundation
Access Web Databases and The Access Show

There are a couple big announcements happening today for the Access community. In partnership with Channel 9 we are launching a new show called The Access Show. It will feature Ryan McMinn, myself and others from the team. We will talk in-depth about what is new in Access 2010 and share feedback from the community. Additionally, at the SharePoint Developers Conference we are disclosing more details about Access Services. Access Services is a new SharePoint 2010 feature that allows users to create web databases in Access, host them on SharePoint, and available through a browser.

Here is the inaugural episode and one of the first public demos of an Access Services application running in the browser.

http://channel9.msdn.com/shows/Access/Microsoft-Access-2010-Demo/

Enjoy!

Clint Covington, Program Manager, Access Team

 

Friday's Cool Content: Recap on the SharePoint 2010 Conference in Las Vegas
 
What happens in Vegas, doesn't stay in Vegas.
 
Sandra and Denise, who were in Vegas for the convention, published several blog posts that shared some of the new features in SharePoint 2010 and also shared their thoughts and experiences of what was going on at the conference. Here is a recap of their posts in case you want to check them out.
 
Check out the videos while your at it. They highlight several new SharePoint 2010 feature areas introduced at the conference.
 
Enjoy!
 
Sessions on Content Management

Ryan Duguid on SharePoint 2010 Content

 

Sessions on Business Intelligence

Pej Javaheri on SharePoint 2010 Insights

 

Sessions on Search in SharePoint 2010

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 Most Recent Posts

Consider performance when using totals in SharePoint views
New Search features in SharePoint 2010: Friday Cool Content
SharePoint 2010 Beta Available
Mark Arend's SharePoint 2007 Permissions Matrix - Friday the 13th Cool Content
SharePoint Saturday in Redmond: A three-part series on SharePoint 2010

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