Thank you for this quick and helpful video! Really wish Microsoft would make this easier, but thank goodness for awesome people like you! This helped me greatly!
Eventually, this will be made easier. When JSON-based column formatting was first introduced, it was a nightmare. Today, we have very simple graphical ways to control column and even list formatting. It'll just take some time...
If you mean in the grid or sidebar, no. Only the column you designate at the Title when you create the calendar view will be displayed there. You might be able to select a "multiple lines of text" column, but I'm not sure. Eventually, I'm hoping they'll allow more extensive formatting of calendar views, as they have with card/gallery views.
Thank You, Thank you, Thank YOU!!!!!!! I have been looking for this for over a year, we use a lot of SharePoint Calendars, but I have only been able to use the Classic because I could not control color coding on the Modern Calendar, I think you have finally given me the key to using Modern Calendars vs Classic, which will help with the 5000 limit threshold.. Too bad it doesn't have the Legend on the side so you can "See" what your doing, but this will suffice for now...
What I've done for the legend piece is use a list view we part where the list items are the choice values. A little JSON formatting code is used to display them as "pills". I use one of the 1/3-2/3 split sections and put the legend in the narrow side with the calendar in the wider side.
Also, I think I mentioned this in the other video, but you need to be sure that the users in the plan have access to the files. Task attachments are just links. If the form you're using is a group form and it's connected to the same group that the plan is connected to, then they will have permission to the files (they're stored in the group's SharePoint site). If it's a personal form, or it's connected to a different group, you'll either need to create sharing links for the files or create copies of them in the site for the group that owns the plan.
Thankfully, Microsoft is working on making this easier (see techcommunity.microsoft.com/t5/microsoft-365-blog/microsoft-lists-easier-better-faster-stronger/ba-p/3806075)
Great video, thank you!! Would adding this column called category create a new column on the list? I'd created a column called "event type" which is what I wanted to use for color coding so idk if that'd be sort of duplicated. Or perhaps I can use that Category column instead and add my event type values?
You can call the column whatever you'd like. As long as it's a choice type column, the technique shown will work fine. The key is adding that column to the calendar view.
Thank you for this. I've encountered an issue where my conditional formats don't 'stick'. When I've raised this to my internal support teams, they redirect me to using the overlay method. I'd rather mitigate this buggy behavior. The behavior I'm seeing is that upon loading my calendar, no formatting appears. If I switch from the calendar view to 'All Items' and then back to Calendar, the formatting returns. Any suggestions would be appreciated.
I've seen that behavior intermittently with any type of view formatting, not just calendar views. Since the styling is be applied client -side, there are a number of factors that can interfere with it, most having to do with system resources (example: its more likely to occur when I've got 10 or more tabs open in Edge).
I'm still confused. Every help video and article starts from a view or page I don't have, and none explain how to get to where you are starting from. My calendar view looks nothing like yours. Mine shows a calendar across the page. How did you get to this view you started from, did you create a new site just for the calendar? I don't have the view menu you have, the "Schedule" drop down, or the item list at the beginning that showed all the planned events. How do we create that? Thanks!
It's hard to tell without a screenshot of what you're seeing, but I suspect you have a "classic" calendar in SharePoint. If you see three tabs in the top left corner labeled Browse, Events and Calendar, then that's what you've got. You can't create a modern calendar view on a classic calendar. The list I started with was just a "blank" modern list in SharePoint to which I added columns for the start and end times, location, etc.
@@cvkealey Thank you, I believe that is my issue as I have the tabs in the top left corner. In positive news, I did resolve my issue through other means. I appreciate you taking the time to respond, I appreciate that you are creating helpful content. Thank you, Chad.
Sure! You would need to edit the color codes in the "advanced" view of the formatting JSON. See support.microsoft.com/en-us/office/format-a-column-to-change-how-it-looks-6ed2f787-0e9e-4908-b861-0d06571c256d
You can filter the view using the filter pane, which is actually a bit better than the classic experience because the user isn't taken to a different page/list.
It depends where you're rendering that calendar view. If it's on/in a modern page, you could add an image or list to display the categories and associated color. Or, you could add a calculated column to the list that concatenates the category and title of the event (e.g.: "Quarterly All Staff (meeting)") and use that as the title in the view.
@@cvkealey Thanks that is along the same lines that I was thinking! For now I created a new modern page where the calendar will be viewed and on that page I included a list view of just the different categories (formatted the same as the calendar view). I set up the dynamic filter on the calendar view and it is working great.
Is there are way to have the calendar view grow, so as to see all events on a certain day, as opposed to seeing 7+ as an indication of other events on a particular day?
@@teenalaurin5862 no, you would click the filter/funnel icon (in the top right corner, between the list view name and the info button) to open the filter pane. See support.microsoft.com/en-us/office/what-is-the-list-and-library-filters-pane-293561ed-fb2e-4fb2-9a9f-8a21e299e323
Sorry, I misunderstood you previously. The color coding should apply to the "day" view in the sidebar, it's just a little more subtle. Instead of the entire item being colored, there's just a small "border" to the left of the title in the appropriate color. If an item is selected, then you'll see it in the expected color. See www.screencast.com/t/yHaPdQCDpjD
I don't have a video on specifically adding a calendar view to a SP page, but you'd just use the List web part and then select the Calendar type view in the web part's properties. It works best in a 2/3 width or full-width section. As for spanning multiple days, it should do that by default. In the view settings, be sure to select the appropriate columns to be used for the start and end in the view.
No, the "connect to outlook" function only exists in classic calendar lists in SharePoint. Also, the next version of Outlook will almost surely NOT support the connection of those classic calendars.
