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Use a SharePoint List or Library as the Data-Viewer data source

Use a SharePoint List or Library as the Data-Viewer data source

Configuration Infographic Overview of Configuration Screens

Regardless which on-premise version of SharePoint you use, Data Viewer lets you easily manage how data will be displayed, and how users will be able to interact with that data. Image of different SharePoint logos

When working with Data-Viewer keep in mind:

  • SharePoint List or Library is the default Data Source type for Data-Viewer

  • You can display information from a second SharePoint List and Library using the Nested Data configuration options

  • If you want to display content from multiple Lists or Libraries, use Bamboo List Rollup as the data source.

To configure Data-Viewer to display data from a SharePoint list or Library:

NOTE: The following steps require 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.

Action Result
1.

Click the SharePoint List and Library button under Data Source Settings in the navigation tool pane. Image of the Navigation Pane with the SharePoint list and library button available. All other data source buttons are grayed out

NOTE:You will only be able to select this button if SharePoint Lists and Libraries is selected as the Data Source Type

 The SharePoint List and Library Settings screen will be displayed on the right side of the configuration pop-up and allows you to scroll through the configuration options associated with the data source.
2.

Enter the URL to the site that contains the list or library to be displayed in Data-Viewer, then click the View lists and Libraries button.

Both absolute paths (http:// server name/site ) or relative paths(./Site/) can be used for the site URL. Bamboo recommends using relative paths if:

  • Multiple Alternative Access Mappings are being used
  • The Web part will be included in a site template

Image of relative URL in the SharePoint Site URL field and the View lists and libraries button

The available lists and libraries on that site will be listed in SharePoint List or Library drop-down selector.

Icon-WarningIMPORTANT: Although you can enter a URL for another Site Collection, be careful about going across Web Applications. You may have issues if the other web app has a significantly different security setup.
3. Select the desired list or library from the SharePoint List or Library drop down. The Description and List or Library Type will be shown for the selected list.
Image of the SharePoint list or library drop down ,and Column Display Settings button
4.

Click the Columns Display Settings button to specify:

  • Which columns to display (required)
  • Column Alias, or alternate header text
  • Column position
  • Column Width
  • Text Justification

Columns Display Settings button

NOTES:
1. You must select at least one column to display in the Web Part.
2. For information on how to add new columns to an existing Data View click here
5.

You have now configured the web part to use a SharePoint list or library as the data source.

Continue to scroll down the screen to optionally configure how displayed data will be organized including specifying:

  • Sorting

  • Grouping

  • Filtering

Configuration Infographic Overview of Configuration Screens