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
Customization capabilities include the
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.
Knowledge Base Articles:
*Note: Bamboo products are not supported in an IIS Web garden configuration.
Release Notes for SharePoint 2013:
Release Notes for SharePoint 2010:
Release Notes for SharePoint 2007: