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Data-Viewer Web Part

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Create intelligent grid views for effective data analysis on a variety of data sources, including SharePoint Lists, SQL Server Tables/Views, Bamboo List Rollup, and Business Connectivity Services.

Analyze data within SharePoint using versatile conditional formatting and calculations built into a single grid view solution.

Information in SharePoint can quickly become disorganized, uninformative, and ineffective. Built-in SharePoint Lists are great for collecting information from users, but information displayed in a list does not provide meaning to all audiences — just the original author or group who owns the data. You can create different views but, without SharePoint Designer—a SharePoint customization program provided by Microsoft—you cannot change column labels, set column width, or color-code data based on certain criteria.

 

Bamboo Data-Viewer Web Part fills this gap with a variety of capabilities contained in a single component. Connect to Lists or Libraries across sites and site collections, SQL Server Tables or Views (even add, modify, and delete entries), Bamboo List Rollup Schemas, or Business Connectivity Services. Bamboo Data-Viewer Web Part is beyond just a simple grid view. Data-Viewer Web Part allows you to customize the information displayed, providing the capability to tailor each instance of Data-Viewer Web Part to a set audience.

Customization capabilities include the ability to:

  • Define custom column names.
  • Set default column width to promote important information.
  • Show related data by nesting a secondary list below the individual parent items in the grid.
  • Perform Conditional formatting (Text and Color) in scope of Text, Cell, and Item Row.
  • Display Calculations based on a variety of conditions.
  • Modify Data-Viewer Web Part skin to match any site's Master Page or inherit the site theme (New in R3.6 for SharePoint 2013/2010!).
  • Allow users to set formatting for the column headers. New in R3.6 for SharePoint 2013/2010!
  • Translate all Web Part display strings to any language.

SharePoint Data View Web Part


Key Feature Description
SharePoint 2013 Compatibility Data-Viewer Web Part is compatible with SharePoint Foundation 2013 and SharePoint Server 2013, as well as with SharePoint Foundation 2010, SharePoint Server 2010, Windows SharePoint Services 3.0, and Microsoft Office SharePoint Services 2007.
Multiple Data Source Support Connect Data-Viewer Web Part to various sources, including:
  • SharePoint List or Library across sites and site collections
  • SQL Server Table or View, including the ability to add, delete, and modify entries
  • Bamboo List Rollup Schemas and Data Views
  • Business Connectivity Services (BCS) or Business Data Components (BDC, SharePoint 2007)
Connect to List Rollup Web Part With Bamboo List Rollup Web Part, display multiple lists and/or libraries in a single view based on existing List Rollup Schemas or List Rollup Data views. Lists and Libraries can either be selected individually or auto-discovered by using the Bamboo List Rollup Schema Designer Web Part.
Incorporate Associated Data Display associated data as a nested grid view within the parent list to quickly display related items. New in R3.6 for SharePoint 2013/2010! Allow adding new nested list items directly from the Data-Viewer Web Part.
Show Folders or Flat New in R3.6 for SharePoint 2013/2010! Allow for the display of all items without folders or showing items inside folders.
Advanced Column Display Settings Optionally define custom column names (aliases) for each column displayed in the Data-Viewer Web Part and provide a default column width, which is useful for promotion of important columns and multiple lines of text.
New in R3.6 for SharePoint 2013/2010! Allow set formatting for the column headers.
Conditional Formatting Increase user productivity by enabling conditional formatting based on a set of rules. The formatting can be applied to just the text, the cell, or the entire item row for both the Parent and the Nested data.
Column Calculations Apply calculations on parent and nested data columns including Sum, Count, Average, Maximum, and Minimum values.
Collection of Interactive Options available. Enable various runtime options, including:
  • Ability to select columns to be displayed or hidden
  • Resize columns by dragging the column borders
  • Apply one or more filters
  • Sort based on column values
  • Group on one or more columns
Intelligent Scrolling Scroll within just the grid view, freezing the Web Part's header, footer, and column headers.
Datasheet Mode Switch to Datasheet mode for faster data manipulation using keyboard controls. Microsoft Excel is not required to be installed.
Print New in R3.6 for SharePoint 2013/2010! Allow for printing of data.
Export Information to Excel Provide users the capability to export data to Excel for additional analysis.
Multi-language Support Translate all text to any language for multi-language SharePoint deployments.
Site Theme Integration Select from a variety of pre-defined skins or supply custom CSS to integrate Data-Viewer Web Part into the existing site theme.
New in R3.6 for SharePoint 2013/2010! Allow Inherit Site Theme for skin and font style.
Informative Configurable Screens Through a pop-up settings interface, confidently configure Data-Viewer Web Part to meet your particular needs.
Wizard-based Installation Simple installation managed by an installation wizard. Run once on any Web Front-end Server and it is deployed automatically to all other Web Front-end Servers.
Enable/Disable Web Part as Option in Add A Web Part Screen Using Site Collection Features, quickly display and hide Data-Viewer Web Part as an option in the Add a Web Part screen without impacting existing Web Part instances.

First, you must configure a data source: SharePoint List, SQL Server, List Rollup data view/form, or BDC. Then you must select a master list (or table/view, data view/form, or entity data). The list selected is the master list when you choose to display an inline child list, SQL data, List Rollup data, or MashPoint/BDC data in the Web Part. Then select the columns you want displayed in the Web Part. Optionally, you can set the default grouping, filtering, and sorting that users see when they first view the data. You can also configure the Web Part to allow users to dynamically change these settings. Set conditional formatting on the master and/or child data in the Web Part. Set the font color, size, weight, etc. Apply calculations such as sum, count, average, min or max, with labels and formatting to parent and child columns of your choice. In addition, you can allow users to edit master data inline, directly from the Web Part (does not apply to MashPoint/BDC data). You can choose to display a nested child list or SQL data that users can view by expanding a node on the master data row in the Web Part. Select the columns you want displayed in the child view as well. Then set the item limits and language setting. Finally, you can choose to customize the CSS directly, or select a skin. Depending on the options you choose, users can do the following in the Web Part:

Group By: Drag and drop column headings to the bar at the top of the Web Part to group the data. Drag as many columns as you want to display sub-groups of data.

Sort: Click the column headings to sort ascending, descending, or not sort at all. Sort master and nested child data separately.

Filter: Filter the data by entering a value in the filter text box displayed at the top of each column. Enter the filter value for one column, then click the Filter icon. Select from a list of comparison operators, such as equal to, contains, starts with, etc.

Export to Excel: Export your parent and child data to Microsoft Excel separately by clicking the respective export button.

Inline Edit: Click the Bamboo Edit icon to edit your master data (SP List or List Rollup) directly within the Web Part interface.

Add New Item: Click the Add New Item link at the bottom left of the Data-Viewer Web Part to enter in new item information in a pop-up form for SharePoint List and Library data sources.

Add New Nested Item: Click the Add New Nested Item link to enter in new item information in a pop-up form for SharePoint List and Library data sources.

Nested Data: Users can expand the node to view nested child data. If the Web Part is configured for a SharePoint List, then you can choose to display the Title column with a link to the item and/or the Edit icon in the master list (if you've added it to your list view). You can also choose this Title column type to display in the child list data. Users can click the Title link (or the Edit icon) to go to the Edit form for the master or child item from the Web Part.

Conditional Formatting: Configure the Web Part to format column cells or entire rows of data based on the value of a specified column. You can conditionally format the master data as well as the nested child data.

Calculations: Configure the Web Part to label, format, and apply a sum, average, count, min or max calculation on master and/or nested child column values.

Bamboo Solutions offers a variety of solutions to meet your specific needs when analyzing SharePoint data.

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