How To Combine Two SharePoint Lists

Combining two SharePoint lists can be done easily with the help of SharePoint Designer. By following a few simple steps, you can efficiently merge data from different lists and streamline your SharePoint experience. In this section, we will provide a step-by-step guide on how to combine two SharePoint lists using SharePoint Designer, ensuring a seamless integration of your data sources.

To begin, you will need to open SharePoint Designer and navigate to the SharePoint site where your lists are located. Once there, access the “Data Sources” option in the left navigation panel. From the top navigation ribbon, click on “Linked Data Sources” to proceed.

In the Data Source Properties dialog box, you will find the “Configure Linked Source” option. Here, you can select the two SharePoint lists you wish to join and add them to the join configuration by clicking “Add”. It is important to choose the common column identifier that will serve as the basis for the join.

After completing the join configuration, give the new data source a name and save it by clicking “OK”. The combined view of the two SharePoint lists will then be available in the Data Source library, allowing you to conveniently access and manage your merged data.

However, please note that for the join to work, the lists must have a common column name. If this requirement is not met, an alternative approach is to create a merge of the lists, combining them without joining.

Please remember that the instructions provided in this article are specific to SharePoint Designer 2010 and may vary for other versions. Take into account the version you are using to ensure accurate and successful list combination.

Step-by-Step Guide to Combining SharePoint Lists

To combine two SharePoint lists, follow these step-by-step instructions using SharePoint Designer:

  1. Open SharePoint Designer and navigate to the SharePoint site containing the lists.
  2. Go to the “Data Sources” option in the left navigation panel.
  3. Click on “Linked Data Sources” in the top navigation ribbon.
  4. In the Data Source Properties dialog box, click the “Configure Linked Source” option.
  5. Select the two SharePoint lists you want to join and click “Add” to add them to the join.
  6. Choose the common column identifier and click “Add” to create the join.
  7. Click “Finish” to complete the join configuration.
  8. Give the new data source a name and click “OK” to save it.
  9. The combined view of the two SharePoint lists will now be available in the Data Source library.

Note that the lists must have a common column name for the join to work. If they don’t, you can create a merge instead to combine the lists without joining them.

Please note that this information is specific to SharePoint Designer 2010 and may vary for other versions.

Considerations and Tips for Combining SharePoint Lists

When combining SharePoint lists, there are a few considerations and tips to keep in mind:

  • Ensure that the lists you want to combine have a common column name. This is necessary for the join operation to work properly.
  • If the lists do not have a common column name, you can still merge them without joining. This allows you to combine the data from both lists into a single view.
  • SharePoint Designer provides the flexibility to combine lists using its join configuration feature. However, it’s important to note that the steps may vary slightly depending on the version of SharePoint Designer you are using.

By following these considerations and tips, you can effectively combine SharePoint lists to streamline your data management and improve your overall SharePoint experience.

Step Description
1 Open SharePoint Designer and navigate to the SharePoint site containing the lists.
2 Go to the “Data Sources” option in the left navigation panel.
3 Click on “Linked Data Sources” in the top navigation ribbon.
4 In the Data Source Properties dialog box, click the “Configure Linked Source” option.
5 Select the two SharePoint lists you want to join and click “Add” to add them to the join.
6 Choose the common column identifier and click “Add” to create the join.
7 Click “Finish” to complete the join configuration.
8 Give the new data source a name and click “OK” to save it.
9 The combined view of the two SharePoint lists will now be available in the Data Source library.

Considerations and Tips for Combining SharePoint Lists

Before combining SharePoint lists, there are a few important considerations and tips to keep in mind. First and foremost, make sure that the lists you want to combine have a common column name. This is crucial for the join to work effectively. Without a common column identifier, the join configuration will not be possible.

If your lists do not have a common column, don’t worry! There is an alternative method called merging lists. This allows you to combine the data from different lists without actually joining them. Merging lists can be a useful solution when you want to consolidate information from separate sources into a single view.

When using SharePoint Designer to combine lists, it’s essential to note that the process may vary depending on the version you are using. The instructions provided in this article are specific to SharePoint Designer 2010. If you are using a different version, it’s recommended to consult the documentation or relevant resources for accurate instructions tailored to your version.

To summarize, before combining SharePoint lists, ensure they have a common column name. If not, consider merging the lists instead. Additionally, be aware that the steps outlined in this article are specific to SharePoint Designer 2010 and may differ for other versions. By keeping these considerations and tips in mind, you’ll be well-prepared to efficiently combine your SharePoint lists and optimize your data management process.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.