SharePoint 365 Owner: Modify & Format Views

Course description

This course teaches SharePoint site owners how to modify, format, and enhance list and library views to improve data presentation and usability. Learners begin by exploring how to change a list or library’s default view, understanding that the default view is the one displayed when a user navigates from site contents and cannot be deleted. The lessons demonstrate how to set any public view as the new default, either directly from the view menu or while editing view settings, and explain why changes may take time to propagate across the site. Participants then learn how to apply visual formatting to entire views or individual columns, using built-in design options and conditional rules to highlight key information. The training introduces view formatting features such as alternating row colors, data bars, and color-based rules that visually distinguish items based on column values, including date-based or numerical conditions. Learners gain experience adding and editing conditional formatting rules, configuring relative conditions like “on or after today,” and applying custom color schemes to reflect data status or importance. The course also demonstrates column formatting, including the use of JSON for advanced customization, allowing site owners to define layout, color, or icon changes beyond the standard interface. Participants are guided through the process of previewing and discarding JSON changes safely to experiment with formatting designs. Finally, the course covers how to create “flat” views in document libraries, showing all files regardless of folder structure. Learners create a new view and adjust its settings to “show all items without folders,” producing a unified display that simplifies searching, sorting, and filtering content across nested folders. By the end of this course, site owners will be able to configure default views, apply visual formatting, use JSON customization, and build folder-independent views that enhance clarity, accessibility, and user experience within SharePoint 365.

Course outline