List Rollup

The following outlines how to quickly configure a rollup of all the Tasks Lists within a Site Collection in List Rollup 5.0. 

Add the List Rollup Web Parts to a Page

  1. Select (or create) a page where you want to add the List Rollup Schema Designer and List Rollup Grid View Web Parts.
  2. Click Site Actions in the upper right corner and select Edit Page.
  3. Click the Add a Web Part bar in the area of the page where you want to add the Web Part.
  4. From the Add Web Parts window, scroll down to the Bamboo Solutions section, select the Bamboo List Rollup Schema Designer and Bamboo List Rollup Grid View Web Part check boxes, and then click Add.
  5. Click the Exit Edit Mode link under Site Actions.

Create and Configure a New List Rollup Schema

  1. From the Bamboo List Rollup Schema Designer toolbar, click New Schema.

    List Rollup Schema Designer

  2. For each step (except Step 6), read the instructions on the screen and click the corresponding button on the right hand side and select the options shown in the above illustration. Note: In Step 2, select a Tasks List that you want to use as the template list for all Tasks Lists rolled up in the Site Collection. In Step 4, you can define which columns from your template list that you want rolled up across all your lists. In Step 7, you can enter any Tasks Lists that you do not want to include in the rollup.
  3. Click the Preview Rollup button to view a quick preview of the rolled up data. The preview displays directly below the List Rollup Schema Designer.
  4. Click the Create/Update Schema button to save the schema.
Copyright © 2010 Bamboo Solutions Corporation
List Rollup

View the List Rollup Schema Data in the List Rollup Grid View Web Part

  1. Locate the Bamboo List Rollup Grid View Web Part on your page.

    List Rollup Grid View Web Part

  2. Enter the grid view name.
  3. If your schema is on the same site, type a relative URL (./) in the Site URL box, otherwise provide the complete site URL, and click Load Schema.
  4. From the List Rollup Schema to Display drop-down box, select your schema.
  5. Click Show Data to show the selected schema data in the the Web Part.
Copyright © 2010 Bamboo Solutions Corporation