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:
From the SharePoint site, choose Create â Lists â Custom List. SharePoint displays the New List page.
Name the list
Expenses
, select No in the Navigation section, and then click Create. SharePoint creates a new, single-column list.Choose "Modify settings and columns" to add columns to the list. SharePoint displays the Customize page.
In the Columns section, choose "Add a new column". SharePoint displays the screen shown in Figure 6-4.
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 | Â |
Type | Lookup | Yes | Â | Get information from: In this column:
|
Price | Currency | Yes | Â | Â |
Taxable? | Yes/No | N/A | Yes | Â |
Total | Calculated | N/A | Â | Formula:
|
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:
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 ...
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