Getting Refiner Counts Back in SharePoint 2013 Search
If you’ve taken a look at search in 2013 at all, you might have noticed the beloved counts are now gone from refiner counts. These were first introduced with Fast Search for SharePoint and represent what’s called deep refiners – that is- an accurate count of a refiner value from the entire corpus of data associated with your query. The alternative, just so you know, are shallow refiners which create refiners off the top X number of search results instead of all search results.
** Quick Note ** – this is being done with Beta bits. I’ll update this later if the RTM version ends up being different.
So first off, the counts were removed for a reason. Studies showed that while it may be nice to see them, they weren’t actually used that much by users. For example, if you’re looking for a Word document and use the refiners panel to narrow your search results, does it really matter that you’re going to narrow your results down to 58,245 results?
But… you’re here because you want them back, so here’s how you do it:
Here’s what it looks like by default. No counts:
As you can see I have three refiners, but the top two don’t have count values. For this, I’m going to add the count values to Author.
The first step is understanding what controls the look and feel of the refiners themselves. In Fast Search for SharePoint it was all controlled in XSLT. In 2013, it’s controlled by Display Templates. When you edit the Refinement Panel, you’ll now see this handy refiner chooser:
Click on Choose Refiners and you’ll get the following:
In the picture above, I’ve already selected my DisplayAuthor refiner and highlighted the associated Display Template called Refinement Item. This is what we need to change.
Display Templates are stored in the Master Page Gallery. There’s multiple ways to find this next bit of info, but what I do is start by going to the new Design Manager and selecting Edit Display Templates:
That will get you to the page where you can find the template you’re looking based on the name we saw in the refiner picker page (Refinement Item). From here we can locate the actual home of the template. Select the Open Menu (the 3 dots) and grab the location in the box. For me it’s https://search.contoso.com/\_catalogs/masterpage/Display Templates/Filters/Filter_Default.html.
Going to that location, I find my files:
From here you have two options: (1) edit the OOTB template, or (2) create a copy and make a new one. I’m going to select option 2 so I don’t muck with the original. Just download a copy of Filter_Default.html to any location, and use your favorite HTML editor (aka: notepad) to open it up. Once in, you’re looking for this:
To get the counts back, you guessed it, just change the ShowCounts value to true. Once changed, saved the file as a new name. I used Filter_Default_with_counts.html. Now head back to the same page you downloaded the original from, and upload the new file to the same library (Files tab on top –> Upload Document). You’ll get a dialog when you upload to add metadata and give it a pretty name that you’ll see in the UI. I used ‘Refinement Item With Counts’. Once you upload it, you’ll notice it auto generates the associated .js. This is good, and you don’t need to worry about what it’s doing (maybe more on that in a future post). Here’s what you should now see:
Be sure to now check in the new .html file. Just click the little arrow to the right when hovering over it and you’ll see the check in option.
Now it’s just a matter of using this new template. Jump back to your Search Hub, edit the page when you see the refiner, edit the Refinement web part, select the Choose Refiners, pick your refiner (Display Author for me), and select the Display template drop down. Bam! There it is:
Select that, save everything, and check your refiner with another search: