Data-Viewer Web Part 3.6 User’s Guide, Part 5: How to Group, Sort, and Filter List Rollup Data

Are you looking to display data from a SharePoint list/library, SQL table/view, Bamboo List Rollup, or BDC/BCS without the need for creating a data view which requires SharePoint Designer? With Bamboo's Data-Viewer Web Part, you can accomplish all of this and more. Whether you want to: customize the look and feel; allow users to group, filter, and sort; apply calculations and/or export items to Microsoft Excel; or customize the CSS, Data-Viewer Web Part is THE must-have tool for business intelligence and analytics. All these options, as well as the ability to: perform inline editing of data; apply conditional formatting and calculations to both the master data and the nested child data; and access Lists and List Rollup data-views from all across your SharePoint farm, are all available now with the latest release of Data-Viewer Web Part.

To help celebrate the release of Data-Viewer Web Part version 3.6, we have put together a brand-new 8-part series that will walk you through how to use the product's newest and most popular features.  Here in part five, we will show you some different things you can do with List Rollup data in Data-Viewer Web Part.  These include Grouping, Sorting, and Filtering utilizing the following criteria:

  • Calculate
  • Date & Time
  • Hyperlink or Picture
  • Number
  • Yes/No
  • List Rollup special columns: List Name and Site Name

To begin, go to the tool pane. From the available data sources, select Bamboo List Rollup:

Next, for List Rollup Type, select the List Rollup Schema radio button:

Under Select a List Rollup Schema to Display, select the list which you would like to see displayed.  For this example, we are using the list, Bamboo Products:

Next, go to General Settings and select the following checkboxes: Allow filtering, Allow grouping and Allow sorting:

You are now able to group, sort, and filter your List Rollup data in a number of different manners.  Below are some different examples of the different ways in which you can interact with your data in Data-Viewer Web Part:

Dynamic Grouping:

Static Grouping:

Dynamic Sorting:

Static Sorting:

Dynamic Filtering:

Static Filtering:

Additionally, Data-Viewer Web Part 3.6 allows you to view your list(s) back in SharePoint when you click on the List Name hyperlink:

Are you ready to test drive Data-Viewer Web Part in your own SharePoint environment? Jump over to the Data-Viewer Web Part product page now and select Add Trial to Cart to download a free, fully-functional 30-day trial.

Want to learn more about Data-Viewer Web Part? Check out the rest of the series here:

All SharePoint Versions

The web parts are functional components that extend your SharePoint environment whether it’s hosted, on-premises, or part of Microsoft® Office 365.

SharePoint 2013, 2016, 2019, Online (Office 365)

On-Premises Only

These web parts extend SharePoint beyond its out-of-the-box capabilities by tailoring it to your requirements with Bamboo Solution’s growing portfolio of SharePoint Web Parts.

SharePoint 2013, 2016, 2019


Product Suites

Experience greater power and savings by bundling our SharePoint apps and web parts.

Essentials Suite

Essentials Plus Suite

Bamboo Premier Suite

Project Management Suite

Knowledge Management Suite

External User Manager


For more information on our product suites, contact us.

Featured Services

SharePoint Health Check

A SharePoint Health Check will identify the causes of issues and risks associated with your specific environment, and is custom tailored to provide you with the best recommendations to optimize your SharePoint environment.

SQL Health Check

Document recommendations relating to performance, stability, availability, or a specific focus you request of your SQL Server database instances.

My SharePointXperts

The truth is that each SharePoint skill may not be a full time job for many organizations, and it is nearly impossible for one person to do everything you need – so augment your team with SharePointXperts; providing the skill sets you need when you need them!