Configure Data-Viewer to analyze and calculate data

Configure Data-Viewer to analyze and calculate data

Configuration Infographic Overview of Configuration Screens

Calc.pngWhen applying calculations to data sets displayed in Data-Viewer keep in mind:

  • The Data-Viewer Web Part can display count, sum, average, maximum, or minimum calculated values for columns in parent or nested data sets.

  • You can apply more than one calculation to a data set.

  • If you are using Data Viewer 3.6 or earlier you will need to reset the calculation column(s) if the Column Display Settings screen is accessed after calculations are configured.

NOTE: Resetting the calculation column(s) is not required if you are using Data-Viewer 3.7. To find out what version you are using, click here

To configure Data-Viewer to display calculations:

Calculations button in navigation pane1. Click the Calculations button under the Data Analysis header in the Data-Viewer configuration screen.

This step requires you to have accessed the Data-Viewer Settings screens by clicking the Data Viewer Web Part Settings button in the web parts configuration tool pane.

2. Define your calculation using the provided tool, shown below.

# Function
Calculations screen

Click the Add a Rule button for the list you want to analyze (parent or nested).

1. Multiple calculations can be defined by re-clicking Add A Rule
2. Nested calculations can only be defined if a Nested data source was configured


Use the following parameters to build the calculation rule:

  • Column Name: Select the column that contains the values you want to calculate. The column list will include any columns you display for the data source. Columns that aren’t displayed won’t appear in the list.
  • Operator: Select an operator to use on values in the selected column (Count, Sum, Average, Maximum, or Minimum). The operators are the same for all column types.
  • Operator Label: When the calculation results are displayed in the Data-Viewer Web Part, you can accept the default label for the results (the name of the operator) or you can enter your own label.
  1. Text Formatting pop up screen Click the edit icon (edit icon.png) in the Format column to access the Text formatting pop-up.
  1. Define the format for the Operator Label and the calculation result by specifying,font, style, size, color (foreground), shading (background), etc.

calc with grouping result example.pngSelect Yes in the On Grouping? drop down if you want the calculation result and the Operator Label to appear in the group headers.

1. The default value for this field is NO.
2. For more information about grouping click here


Select where you would like to position the calculation results in the data view. You can display results above the data set, below it, or both.

NOTE: The results will appear in the column that is associated with the rule, either at the top of the list or at the bottom. If On Grouping? is set to Yes, the result will appear on the right side of the group headers.

6. To remove a calculation, select the check box for the desired rule and click the Remove Selected Rules button.

This configuration…

sample calc config.png

…will look like this in the Data-Viewer display.

example of calculation.png

NOTE: This configuration uses the alias Project Name for the Title column and the Operator Label is set to Number of Projects:.

Configuration Infographic Overview of Configuration Screens