Organize how data is displayed in Data-Viewer

Organize how data is displayed in Data-Viewer

Configuration Infographic Overview of Configuration Screens

Top


After you have selected a data source and have identified which columns will be displayed by default in the Data-Viewer web part, you can optionally configure how the displayed data will be organized, including specifying:

Keep in mind:

  • The options discussed on this page define the default display of data in the Web Part.

  • You may also allow your end users to change sorting, filtering, and grouping on-the-fly by enabling interactive options in the General Settings page of the Preferences section of the Data-Viewer Web Part Settings.

NOTE: Changes made interactively are not saved and the web part configuration will revert back to its saved configuration when the page is re-loaded.

To organize Data-Viewer’s default display:

SharePoint list settings screen1. Use the scroll bar found on the data source configuration screen to scroll down the page to the desired section.

NOTE: 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. Configure the desired option

Option Description

Folders or Flat

show in folders or not1.pngIf a SharePoint library containing folders was selected for display, use the Folders or Flat radio buttons to determine whether to include the folders in the display.

NOTES:
1. The Show Items inside folders is selected by default.
2. This option is not displayed for other types of data sources.
3. Showing items without folders will take longer to display due to the additional processing required.

Top

Sort Order

Sort.png

Sort Order.pngData displayed in the Data-Viewer Web Part can be sorted by up to two columns, by default. This is similar to SharePoint list views will be the initial sort for the display.

Select a column from each drop down and choose whether to sort in ascending or descending order.

NOTE:
You can sort by any column in the data source, not just by the columns that were selected for display.

Top

Filter

Filter.png

Apply a default filter to the displayed data by selecting from one of the following options:

Filtering1.png
1. Create Custom Filters:
Select the column(s) that you want to filter on, the comparison type and the value that you are comparing. If needed, add more conditions by clicking the Show more columns… link.

Icon-Tip The custom filter in the Data-Viewer supports the SharePoint variables [Me], representing the currently logged in user, and [Today], representing today’s date. Use either or both in your filter conditions for SharePoint Lists or Libraries or List Rollups. They are not available for SQL and BCS data sources.

multi filter example1.png

filter by view1.png2. Use list or library view:
When selected the you will be able to select an existing view associated with the configured list to filter the displayed data.

NOTE: The Use List or Library view filter is only available when using a SharePoint List or Library as the data source.

HW37_ListFilter.png** New ** in Data-Viewer 3.7: This filter option is selected by default when using a SharePoint list or library as a data source and users are able to change list views in run-time from the Web Part display.
Top

Grouping

Group.png

Grouping1.png To configure default grouping for your display:

1. Select the column for the first level grouping
2. If needed, select a column for the second level of grouping
3. Select whether the groupings will be collapsed or expanded by default.

NOTES:
1. Collapsed is selected by default.
2. Unlike sort options, you can only group by columns displayed in the Web Part.

Top

Number of Items to Display

Limit.png

Num Items1.pngUse the Limit Number of Items to Display setting to set a limit for the number of items displayed per page and the total number of items the Data-Viewer Web Part can display.

NOTES:
1. The Limit Items box is selected by default.
2. Limiting the number of items can help to improve performance.

Top

Configuration Infographic Overview of Configuration Screens