Tuesday, January 27, 2015

Customized color code calendar in SharePoint 2013


To create a color coded calendar using the out of the box SharePoint Calendars Overlay feature, a Site Owner will need to:
1.  Configure the default Calendar column, Category.
2.  Create a view for each category entered.
3.  Create a New Calendar for each view created per category.

1. Configure the default Calendar column, Category.


To modify the Category column, navigate to the Calendar to be modified.  Access its List Settings via the Ribbon, on the Calendar tab, select List Settings.
 





In the Columns section, double-click the Category column to open and modify.













In the Additional Column Settings section, input few categories.
Note:  More than ten categories can be entered, but only ten views can have colors assigned to them.





















2. Create a view for each category entered







 Create the first new view.  Start from the existing Calendar view.














Name of the view - Category1
Set the view’s filter to display only items that are assigned to the first category type, Category1.  Select Ok to save and continue.
Repeat Step for Category choices Category2 and Category3.














Modify default Calendar view.







Category is equal to "blank"













3.Create a New Calendar for each view created per category

Navigate back to the Calendar list.  Ensure the Calendar view is displaying.  Access the Calendar settings via the Ribbon, from the Calendar tab, select Calendars Overlay.






In the Category Overlay settings, select New Calendar.
For each category type being assigned a color code, create a New Calendar and assign the appropriate category list view .











Name the New Calendar (In this example I am naming the Category1).  Next, select a color code, then input the web URL of the site the calendar is located on (i.e. http://sitename.com, or http://sitename.com/subsite, etc.) and hit Resolve.
Note:  After hitting Resolve all Calendar lists in the site will now be available to select in the List drop down, and all list views per the selected calendarwill populate in the List View drop down.


















Repeat Step for the remaining calendar overlay views (New Calendar).  When complete, the list of Additional Calendars will display as below.











The views being used to display the color coding are listed in the Quick Launch under Calendars in View.















How to add different colors to Calendar Overlay?

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