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 that 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. Here in part five, we will show you some different things you can do with List Rollup data in Data-Viewer Web Part such as grouping, sorting, and filtering.

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. Let us show you some different things you can do with List Rollup data in the Data-Viewer Web part such as 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 the 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!

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

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