SharePoint Office Pocket Guide

Creating a Data List

Now that you've laid the foundation, you can create the data-entry list itself. To create the list, follow these steps:

1. From the SharePoint site, choose Create → Lists → Custom List. SharePoint displays the New List page.

2. Name the list Expenses, select No in the Navigation section, and then click Create. SharePoint creates a new, single-column list.

3. Choose "Modify settings and columns" to add columns to the list. SharePoint displays the Customize page.

4. In the Columns section, choose "Add a new column". SharePoint displays the screen shown in Figure 6-4.

5. Enter the information for the Date column. Then, using the settings listed in Table 6-1, repeat step 4 for each of the columns.

Figure 6-4. Adding columns to the list

Table 6-1. Data list column settings

Name	Column type	Required?	Default value	Other settings
Date	Date/Time	No	Today's date
Type	Lookup	Yes		Get information from: ExpenseTypes In this column: Title
Price	Currency	Yes
Taxable?	Yes/No	N/A	Yes
Total	Calculated	N/A		Formula: [Price] + [Price] * [Taxable?] * .06

Note

The sales tax rate in Florida is 6%. Change the .06 in Table 6-1 to your state's tax rate.

When you're done, display the list and add a test entry to make sure it works as expected. To do this, follow the steps below:

1. Choose New Item. SharePoint displays the New Item page for the list. You should see fields for all of the columns except Total, which is read-only.

2. Enter some ...