How to Use Calendar Plus with Web Part Connections

How to Use Calendar Plus with Web Part Connections

Calendar Plus can be connected to other SharePoint lists if the data source for Calendar Plus is a list or List Rollup.
This feature is available for a single list as a source.

Note: If the user has multiple lists as source, Web Part Connections cannot be used. In this case, when attempting to use Web Part Connections for filtering, after selecting Consume Filter From, the following pop-up window will be displayed.
HW20_2010_NoConsumerSchema.jpg

Filter Using Web Part Connection for a Single List as a Source

Step Action Result
1. Create a standard SharePoint list containing team members responsible for various tasks.
2. Open the web part menu and select Connections > Send Row of Data To HW20_2013_WebPartConnect1.jpg
Select the column that contains the Provider Field Name and Consumer Field Name.

HW20_2010_WebPartConnect2.jpg

3. Alternatively, you can make the connection from Calendar Plus, via Connections > Consume Filter From > Person responsible. HW20_2013_WebPartConnect3.jpg

HW20_2013_WebPartConnect4.jpg

4.

Once your List View Web Part (in this example, Person responsible) is added to the page, you can filter based on a selected view.
* Select an item (in this case, one of the persons set in List View) for filtering calendar data by clicking on the arrow next to the specific item.
* When a view is selected in the list, the arrow will change to bold.
* To deselect an item, click on another view.

Note: Web Part Connections is a good option if you want to filter on a specific data. If you want to view all items, or have multiple lists, use the Runtime Filter option.

HW20_2013_WebPartConnectFilter1.jpg
5. The following example shows the Calendar displaying the assigned tasks for both persons set in Person responsible List View.

HW20_2013_WebPartConnectFilter2.jpg

NOTE:If you filter on one of the item of the List View when using Web Part Connection (described in step 3), only assigned tasks related to that specific person are displayed in the Calendar.
HW20_2013_WebPartConnectFilter3.jpg

How to Filter Data Using the List Filter Web Part

How to Filter Data Using the List Filter Web Part

Filter Data Using List Filter Web Part

Calendar Plus allows the user to filter calendar data via the List Filter Web Part in case of a single list.

Note: If the calendar is set up to display multiple lists, it is not possible to connect to a List Filter Web Part and you will receive the following notification.

HW20_2010_ListFilterNote.jpg

To connect and configure a List Filter Web Part, follow the procedures described below after you add the List Filter web part to the page.

Connecting the List Filter Web Part to Calendar Plus

Step Action Result
1. From the List Filter Web Part’s Edit menu, Select Connections > Provide filter value to > Bamboo *Calendar Plus.

HW20_2013_ListFilter1.jpg

NOTE: You can also connect by editing Calendar Plus and selecting Connections > Consume Filter From > Bamboo List Filter Web Part.

Filtering via the List Filter Web Part

Step Action Result
1. The List Filter Web Part must be connected to a SharePoint List Web Part before it can be configured. Otherwise, you’ll see this message in the tool pane when you attempt to configure the web part. hw6126.jpg
2. If you haven’t already done so, add the Web Part that should receive filtered data to the current page.
3. From the Site Actions page, select Edit Page.
4.

From the List Filter Web Part’s Edit menu, select Connections > Send Filter Values To > (your destination Web Part).

NOTE: You can also do this from the destination Web Part, by selecting Connections > Consume Filter From > Bamboo List Filter Web Part.

5. Once you have established the connection between the Calendar Plus and the List Filter Web Parts, you can filter calendar data by configuring the List Filter Web Part and entering filter value. HW6106.jpg
6. When you add the List Filter Web Part to the page, it will indicate that it needs to be configured, as shown here. HW20_2013_ListFilter2.jpg
7. To configure the Web Part, either click the link, or, from the menu located in the top right corner of the web part, select Modify Shared Web Part. Either way, the tool pane will open. The settings are pictured below.
HW6127.jpg
8. Select Calendar Plus from the drop-down menu under Select Connected List.

NOTE: No filter columns are displayed by default.

9. To add a filter column, click the Add Filter button and the following controls will display. HW20_2013_ListFilter4.jpg
10.

First, select the target column from the drop-down menu. This is the column that the filter will be matched against. In the example below calendar data will be filtered based on Status.

NOTE: Some of the available options in the tool pane may change depending on the type of the column selected.

11. To make the default filter value “(Empty)”, select the corresponding checkbox located below the Select Target Column option.
12. Enter a name for your filter column. Click Add and then OK.

Note: You can add multiple filters and can further adjust their settings or change the order in which they are displayed for the users.

13. You can edit the filter columns by moving columns up and down, or delete them by clicking the corresponding control. When editing is done, click the Save/Update filter icon to apply your changes.
14. To activate the filter, enter filter values into one or more of the listed filter columns and click Apply Filter. To remove the filter and display all data, click Clear Filter.

This example shows the Calendar displaying tasks for all statuses set in Weekly report List View.

HW20_2013_WebPartConnectFilter2.jpg

NOTE: If you apply the filter In Progress when connecting to the List Filter Web Part, only tasks with this specific status are displayed in the Calendar.

HW20_2013_ListFilterexample1.jpg

HW20_2013_ListFilterexample2.jpg

How to Color Code Tasks for Multiple Users

How to Color Code Tasks for Multiple Users

Step Action Result
1. Configure Calendar Plus to display items from a Tasks List, displaying the Title column, and color-coding each Task item by Created By.

HW20_2013_MultiUser1.jpg

Note: If there are more than 100 users available in your SharePoint environment, you must click the Browse Address Book icon to select users.

Manual User Entry

Step Action Result
1. Type a user name in the field and separate with semicolons (;). Then click Save.

hw20064.jpg

Calendar Plus automatically assigns color codes for each of the users you entered. Click a user name to change the color.

Address Book User Entry

Step Action Result
1. Click the Browse Address Book icon to search for users. HW20_2013_ColorCodeMultiUser2a.jpg
2. Enter the user name in the Find box and click the Search icon.
3. Select a user from the results list and click Add.
4. Click OK after all users are selected. Calendar Plus automatically assigns color codes for each of the users you entered.
5. Click a user name to change the color.

Highlights of Calendar Plus

Highlights of Calendar Plus

CalendarPlus.pngVisually communicate date-based list data through several useful views: Day, Week, Work Week, Month, Quarter, Year, and Gantt. Show events, tasks, milestones, project initiatives, legacy data, or employee vacation plans, to name just a few options.

Use a SharePoint List, a SQL Server Table or View, or aggregated views created by our List Rollup as the data source for your calendar items.

POTM1.pngDisplay calendar items by the list column of your choice, apply color-coding, apply a custom or list view filter to the calendar items, and display holidays stored in a separate list.

In addition, configure the Gantt View to display project task information, along with percent complete and milestone indicators.

Calendar Plus also provides support for several languages including Spanish, French, Italian, and German.

CSS for Calendar Plus

CSS for Calendar Plus

CalPlusModCSS.gifThere are several ways to change the visual appearance and style of the Calendar Plus Web Part. By default, Calendar Plus renders the user interface using a default calendar skin. However, the look and feel of the Web Part can be further customized by editing the custom CSS file in the tool pane of the Web Part.

Icon-Tip If you need to change the color of the text shown for a calendar event and you are color-coding the events, you don’t need to create a custom CSS. Please see Configuring the Optional data source settings for Calendar Plus for more information.

You have two options for styling the web part; follow the steps below to pick a skin or you can create custom CSS:

Step Action Result
1. To use a default style calendar skin, select Default Calendar Skin. CalStyles.gif
Select a skin from the available skins in the drop down selector.
2. To customize the style of the Web Part, select Create Custom CSS and click the Edit button. HW20_EditCSS.jpg
The text editor opens and displays the default CSS styles. Make any changes to the applicable the style selectors.
3. Select ‘yes’ or ‘no’ from the drop-down box to Draw Item Cell Borders. Click Save and confirm the prompt to save your changes.

hw20058.jpg The Calendar Plus Web Part uses the following class selectors to define each elements of the calendar.

Icon-Warning IMPORTANT: Notice that the CSS class names have a number attached to them (see highlighted number in the example below). This is to uniquely identify a CSS Class for a particular instance of the Web Part. It is strongly recommended that you do not change this number.

Example: CalendarPlus-Bamboo-2010830131417

CSS for Calendar Plus

For additional reference and example of CSS, see http://www.w3schools.com/css/css_reference.asp.

Configure the Optional settings for a Calendar Plus data source

Configure the Optional settings for a Calendar Plus data source

Overview of Calendar Plus Configuration settings

The following steps require you to have accessed the Calendar Plus Settings screens by clicking the Calendar Plus Web Part Settings button in the web parts configuration tool pane.

Step Action Result
1.

Complete the Required Steps associated with selected data source.

The Settings pop up window for the selected data source is divided into two sections:

  • Required Steps: the configuration settings which must be defined to add the data source to the Calendar Plus display
  • Optional steps: Modify the display options associated with the list or library

    NOTE: Only the Optional steps are discussed in this topic

2. Select columns that will be displayed in a tool tip by moving Available columns into the Selected Columns list box using the arrow buttons.
By default no columns are selected for display in the tool tips.

Users will see the tool tip when they mouse over an item in the calendar
Image of tool tip

Icon-Tip Use CTRL+click or SHIFT+click to select multiple columns.
Reorder the selected columns with the up and down arrow buttons

3. Select a column that provides a Description for the item.
Image of Description drop-down field

Icon-Tip Include the selected Description column in your tool tip to allow users to see content that is not displayed in the cell.

Description text will appear under the Display column in the Day and Work Week views.
Image of Description text under the Display text in an item
Keep in mind:

  • Display Item Descriptions is set to No by default. This settings must be changed to Yes on the Day and Work Week Views configuration screen, for the description value to be displayed
4.

Choose column to color code from the drop-down
Select the Column to Color Code from the drop down.

  • The column values will be displayed with a randomly assigned color.

  • Change the color of the cell by clicking the color square to access the Bamboo Color Picker.

  • Change the color of the text by clicking on the text to access the Bamboo Color Picker.
  • Color values can be shown as Solid or Gradient.
Keep in mind:
1. Choice, Lookup, and Person or Group columns types are supported for color coding.

2. If using Bamboo List Rollup as the calendar’s data source, any special columns included in the rollup will be available.

3. Gradient colors are not shown in the Settings screen, but will display in the Web part.

5.

select the column that will be identified with icons from the drop-down
Icons can be used to provide additional visual information about the item.

  • Select the Column to Identify by Icon.

  • The column values will be automatically displayed.

  • Click the box associated with the icon value to access the popup screen

  • Enter the Icon URL and click View Icon to see a sample.

  • Click Save Icon

Choose an icon from the  popup screen
Keep in mind:
1. When using SharePoint Lists and Library or Bamboo List Rollup as the data source; Choice, Lookup, and Person or Group columns types are supported for icon assignment.

2. Icon images need to have been uploaded to a Library within the site collection.

3. The recommended image size is 16×16 pixels

4. If an icon is not associated with a column value, and you have elected to Display Icons
in the legend, you will see an empty box in the legend.
Image of legend with empty icon box

Configuring the Quarter and Year views in Calendar Plus

Configuring the Quarter and Year views in Calendar Plus

Overview of Calendar Plus Configuration settings

Image of Quarter and Year views in the calendar toolbarThe Quarter and Week View Settings configuration screen defines the display seen when users access the Quarter and Year views via the toolbar.

NOTE: The availability of the calendar views in the toolbar is determined by the Selected Calendar Views identified on the General Settings configuration screen. All views are available from the toolbar by default.

Day and Work View Settings Screens

Function
1. Set the interval length for the Quarter view as 3 months or 6 months
2.

Starting month drop down menuSelect the Starting Month for the Quarter and Year views.

  • If you select January as the starting month, and are using a 3 month interval, January, February and March will will be the default months displayed in the Quarter view.

  • If you select Current Month, and are using a 3 month interval, the Quarter view by default will display the Current month and the 2 months that follow.

  • The selected Starting Month will be the first month shown in the Year view

3. Example of Quarter view with and without coded itemsChoose to Show color coding and icons in the Quarter and Year views. By default, color coding and icons are not shown in these views.

Configuring the Style

Configuring the Style

There are several ways to change the visual appearance and style of the Calendar Plus Web Part. By default, Calendar Plus renders the user interface using a default calendar skin. However, the look and feel of the Web Part can be further customized by editing the custom CSS file in the tool pane of the Web Part.

  1. Do one of the following:
    • To use a default style calendar skin, select Default Calendar Skin and select a skin.
    • To customize the style of the Web Part, select Create Custom CSS and click the Edit button. The text editor opens and displays the default CSS styles. Make any changes to the applicable the style selectors.
      HW20_2013_EditCSS.jpg
  1. Select ‘yes’ or ‘no’ from the drop-down box to Draw Item Cell Borders.
  2. Click Save and confirm the prompt to save your changes.

    The Calendar Plus Web Part uses the following class selectors to define each elements of the calendar.

    WARNING: Notice that the CSS class names have a number attached to them (see highlighted number in the example below). This is to uniquely identify a CSS Class for a particular instance of the Web Part. It is strongly recommended that you do not change this number.

Example: CalendarPlus-Bamboo-2010830131417

hw20058.jpg

The default CSS style for the Calendar Plus Web Part is listed here.

Note: Please see the Knowledge Base section on our web site for additional hints and tips on how to use the CSS style sheet with the Calendar Plus Web Part. For additional reference, see an example of CSS.

Configuring the Day and Work Week views in Calendar Plus

Configuring the Day and Work Week views in Calendar Plus

Overview of Calendar Plus Configuration settings

Image of Day and Work Week views in the calendar toolbar
The Day and Work Week View settings configuration screen defines the display seen when users access the Day and Work Week views via the toolbar.

NOTE: The availability of the calendar views in the toolbar is determined by the Selected Calendar Views identified on the General Settings configuration screen. All views are available from the toolbar by default.

Day and Work View Settings Screens

Function
1.

Setting Display Item Description to Yes will allow additional text to be displayed in the Day and Work Week views if:

  • A Description column was selected on the data source configuration screen. All data sources support configuring a Description column for display.

  • the Calendar Web part is configured to use the default Interval setting.

Day View
Day View.  Items include description text under the display text

Week View
Work Week View.  Items include description text under the display textIcon-TipInclude the selected Description column in your Tool Tips to allow users to see content that is not displayed in the cell. Tool Tips are an Optional configuration setting.

2. Select the days that are included in a standard work week. The Work Week View will display only the selected days.
3. Select which day will be used to identify the start of the week for the Month and Week views.

Keep in mind:
The identified Starting Day will only be used by the Work Week view if it is also identified as a Standard Work Week Day.

4.

Define the Start Time and End Time for the standard work day.

The Day and Work Week views will display events that fall within the Standard Work Interval… by default. To see items that fall outside these hours Show 24 Hours in the bottom left of the display. From the extended view click Show Business Hours to return to the default display.

Configuring the Gantt view in Calendar Plus

Configuring the Gantt view in Calendar Plus

Overview of Calendar Plus Configuration settings

Image of Gantt and Task view settings screenThe Gantt and Task View Settings configuration screen defines the display seen when users access the Gantt view via the toolbar.

NOTE: The availability of the calendar views in the toolbar is determined by the Selected Calendar Views identified on the General Settings configuration screen. All views are available from the toolbar by default. All steps below are optional except Step 1. if you are using SharePoint Lists and Libraries as the calendars data source.

Icon-Warning IMPORTANT: Calendar Plus must be configured in General Settings to base the calendar on an Interval in order to display a Gantt view.

Step Action Result
1. If using SharePoint List and Library as the calendar data source, select a list or library to display in the Gantt view.
Gantt list drop down menu

The Available Columns selector box(see below) will be populated after you have made your selection.

Keep in mind:

  • Only one SharePoint List or Library can be shown in the Gantt View

  • The list must have been added as a data source on the SharePoint List and Library settings screen

  • When using List Rollup, SQL Table or List, or BDC the calendars data source this drop down is not shown since the data source does not need to be identified.

2. Show all items at once or set a limit on the number of items returned per page in the Gantt and Tasks View. Radio buttons to show all items or limit items
Show All Items is selected by default.

NOTE: Limiting the number of items that show when loading the Web Part can help improve performance.

3. Select columns that will be displayed in the Gantt view by moving Available columns into the Selected Columns list box using the arrow buttons.Selector boxed with available and selected columns to display
Icon-Tip Use CTRL+click or SHIFT+click to select multiple columns.

Reorder the selected columns with the up and down arrow buttons

Selected display columns in the gantt view.

NOTE: The lists Title will be displayed in the Gantt view by default.

4.

Leave the Column Width… field empty to use default column widths for the Selected Columns Enter columns width

To manually set the column width for the Selected Columns enter the width (pixles) for each column, in the order they appear in the Selected Columns box, separated by a comma, in the Column Width field.

Selected columns with modified width in gantt view
5.

You can sort data displayed in the Gantt view by up to two columns.

  • Select a column and choose whether to sort in ascending or descending order.

  • You can sort by any column in the data source, not just by the columns selected for display.

    Gantt sort order feature added in Calendar Plus 4.5

Define Sort Order
6. Select the % Complete columns to display progress within the item interval bar in the gantt chart. Click Select Progress Bar Color to change the randomly assigned color.Select % complete column from drop down.  Click color bar to select a new color
The Percent Complete Column field is empty by default

Task in Gantt chart with color bar to show progress

NOTE Item cell color coding is based on the optional Column to Color Code data source configuration setting.

7 Select the day of the week that should be considered Workdays.
Workdays.png
Workday Settings feature added in Calendar Plus 4.6

Item marked as non-working days will be highlighted in the Gantt chart display.
Nonwork.png

8 Choose a Milestone column, a date column to represent the Milestone date and an image to display the milestone on the Gantt view instead of an interval bar.
Milestone settings
Keep in mind:
The Milestone column needs to be a Yes/No column, where Yes designates the item as a milestone.
9

Use these settings to configure the appearance of the Gantt chat –

Calendar_Gantt_SetDate.png

  • Scale for Gantt View: Select the default time scale for the Gantt chart (Day, Week, Month, Quarter or Year). Scale feature added in Calendar Plus 4.6
  • Gantt View Start Date: Enter the Start Date for the date interval in the Gantt view, select the Today, Current Month, or Current Year option, or click Start Date to select a date range.
  • Show week number in Gantt view: Select this option to display the week numbers in the Gantt view. This option displays the week number in Week, Month and Quarter views only.

Fully configured gantt view

Configuring Calendar Plus General Settings

Configuring Calendar Plus General Settings

Overview of Calendar Plus Configuration settings

Image: Calendar Plus General Settings screen The Calendar Plus General Settings screen defines the general behavior of the web part.

NOTE: Unless otherwise stated the images in the Settings column represent the default configuration settings. In the table below, we provide some icons to help you quickly find a setting. You will not find them in the web part; they are provided here simply to help guide you to the appropriate setting as a visual guide.

Visual Guides Description Function

Default View

DefaultView.png

Calendar_GenSet_DefaultView.png
By default you see a Month view, but this can be changed using the drop down selector.
Select the Default Calendar View that will be displayed when users access the page.

Toolbar

Tools.png

Calendar-GenSet1a.png

Calendar_Full_toolbar.png
The toolbar allows users to interact with the Calendar Plus display, making calendar views and features, such as printing, available to end users. Uncheck Display Toolbar to hide the Calendar Plus toolbar.

NOTE: You can individually hide toolbar features

Legend

Legend.png

ColumnOrRow.png
Display Legend Values feature added in Calendar Plus 4.5

NOTE: Display Legend and Display Icon are not checked by default

When you check Display Legend and maintain the default Bottom legend location, you will be given the choice of displaying the legend values as a Column or Row.
Calendar_GenSet_Legend_Displays.png
If you select Left or Right as the legend locations the legend values will be displayed in a column.

Display Icon

Icon.png

If the data source was configured with a Column to identify by Icons the values (or icons) associated with that column will be visible in the legend when Display Icon is selected.

DisplayIcon.png
Display Icon option added in Calendar Plus 4.5

NOTE: Display Icon is not checked by default.

Image showing the data source's legend, with icons, when Display Icon is set to yes
Image showing the data source’s legend, with icons, when Display Icon is set to yes.

Tooltip Display

pause.png

Tooltip Display Delay option added in Calendar Plus 4.6 The default value is 0 to make the tooltip appear instantly. Set the length of delay, in milliseconds, before displaying the tooltip popup.

Go to Date & Print Options

DatePrint.png

Calendar_GenSet_Toolbar_opts.png Calendar_GenSet_toolbar_cut.png
The Go To Date and Print buttons cannot be moved in the toolbar.

Available Views

CalViews.png

Calendar_GenSetting_4.png
Icon-Warning IMPORTANT: Calendar Plus must be configured to Base the Calendar on… an Interval (Start Date and End Date) at the bottom of the General Settings screen to display a Gantt view.

Calendar_View_Toolbar.png
All available views are displayed in the toolbar by default. Use the < button to remove unwanted views from the Selected Calendar Views list box.
Icon-Tip

  • Keep the Default Calendar View in the Selected Calendar Views list box.

  • You can use CTRL+click or SHIFT+click to select items.

  • Use the up and down arrows to change the view order in the toolbar

Max Items Displayed

MaxItems.png

Calendar_GenSet_MaxItems_a.png Calendar_GenSet_MaxItems.png Identifies the Maximum Number of Items to Display in the Month, Quarter and Year views.

If there are additional items a More… link will be displayed.

Disable Item Link

Disable.png

Calendar_GenSet_Disable.png

Select the Disable Item Link check box to prevent users from being able to click the item from the calendar and access the Edit form.

NOTE: This option will be grayed out if Calendar Plus is configured to use SQL Tables or Views or BDC and MashPoint as the data source
Calendar_GenSet_Delete_a.png

Filter List

Filter.png

Calendar_GenSet_Filter.png
Filter Lists feature added in Calendar Plus 4.5
Calendar_GenSet_FilterLists.png When Show Filter Lists is checked, users will be able to filter the calendar display by the lists and libraries selected for display in the SharePoint List and Library data source configuration at runtime.

Text Settings

Text.png

Calendar_GenSet_TextWrap.png When Text Wrap is set to yes, enter the desired Height of Display Text to show multiple lines of text from the Display column selected when configuring the data source. This setting will apply to all item cells.
Calendar_GenSet_TextWrap_Ex.png

Calendar Size

CalSize.png

Calendar_Size.png
By default the size of the web part will Automatically Adjust…to fit the Web part zone

Keep in mind:

  • Setting the calendar size to the minimum height(100 pixles) and width(750 pixles)values, will require users to vertically scroll to see the full calendar.

Quick Delete

Delete.png

Calendar_GenSet_QuickDelete.png

Calendar_GenSet_Mouse_Delete.png
Check the Quick Delete box to allow users to delete items by clicking a small ‘x’ that is visible when the mouse cursor is moved over the item.

NOTE: This option will be grayed out if Calendar Plus is configured to use SQL Tables or Views or BDC and MashPoint as the data source

Recurring Items

Recurring.png

Calendar_GenSet_RecEvents.png Calendar_GenSet_RecurringItem.png
By default Recurring items are identified by a icon in the upper left corner of the item cell. If an item in the recurring series was edited, it will be indicated with a red slash through the icon.

Base Calendar

Interval.png

Calendar_GenSet_CalInterval.png

Determine whether you want to Base Calendar on a Single Start Date or Interval

  • An Interval will require you to define a Start Date and End Date when the data source settings are configured

  • Calendar_GenSet_SingleDate.png Selecting Single Date will change the data source settings so you can only select one date column.

Overview of Calendar Plus Configuration settings

Complementary Products for Calendar Plus

Complementary Products for Calendar Plus

sharepointsolutions.pngYou will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!


Connect Calendar Plus to Filters Collection and you can quickly filter the calendar based on specific columns.

FiltersCollection

With List Rollup, you can consolidate various SharePoint list items from multiple areas and web sites into a single view with the ability to display, filter, and sort relevant information.
ListRollup
Connect Mini-Calendar to your Calendar Plus list and quickly select and view the items that are active on a particular date.

MIniCal

Filters Collection
List Rollup
Mini Calendar

Register today for our Workplace Collaboration Webinar and see several Bamboo web parts in action!


Use a Bamboo List Rollup as the Calendar Plus data source

Use a Bamboo List Rollup as the Calendar Plus data source

Overview of Calendar Plus Configuration Settings

Bamboo Solutions List Rollup is one of the four available data sources for Calendar Plus.
Data Source Settings screen with the Bamboo List Rollup radio button selected
When working with List Rollup keep in mind:

  • List Rollup must already be installed and the rollup created

  • Calendar Plus will use a single Bamboo List Rollup as the data source, however List Rollup can aggregate an unlimited number of lists.

The following steps require you to have accessed the Calendar Plus Settings screens by clicking the Calendar Plus Web Part Settings button in the web parts configuration tool pane.

Step Action Result
1.

Click the Bamboo Solutions List Rollup button under Data Source Settings in the navigation tool pane. Image of the Navigation Pane with the Bamboo List Rollup button available. All other data source buttons are grayed out

You will only be able to select this button if Bamboo Solutions List Rollup is selected as the Data Source Type

The Bamboo List Rollup Settings will be visible on the right side of the configuration screen and is divided into two sections:

  • Required Steps: the configuration settings which must be defined to add the data view or schema to the Calendar Plus display

    NOTE: Only the required steps are discussed in this topic

  • Optional Steps: Modify the display options associated with the data source

2.

Select the List Rollup type that will be used as a data source:

Radio buttons to select List Rollup type
Information on the differences between the Bamboo List Rollup tools is available here.
3.

Enter the URL to the List Rollup instance that contains the content to be displayed in Calendar Plus, then click the Load List Rollup… button.

When entering the URL keep in mind:

  • If using List Rollup Classic, enter the page URL.
  • Both absolute paths (http :// server name/site ) or relative paths(./Site/) can be used for the site URL.Bamboo recommends using relative paths if:
    1. Multiple Alternative Access Mappings are being used
    2. The Web part will be included in a site template

Image of the Page or  Site URL field and the Load List Rollup button

The predefined rollups associated with the List Rollup you pointed to will be listed in List Rollup… drop-down menu.

4. Select the rollup to display,then identify the display column from the Item Display Column drop down menu.
List Rollup schema/ dataview drop down ,and Item Display Column drop down

Image of color coded items in calendar display

NOTE: Two tone color coding is not available when using List Rollup as a data source

5. Select the Date and Time column(s) in the list or library that will be displayed in the calendar. Enter the desired start and end date fields from the drop-down menus Whether you see Start Date and End Datefields or Single Date field will depend on the selection made on the General Settings screen to use a …Single Date or Interval.
Image of the Base Calendar on Single Date or Interval drop down selector found on the general settings screen.
6.

Apply a filter for the list or library by selecting from the following options:

  • Show All Items

  • Specify Filter Conditions To Specify Filter Conditions select the radio button and set filter conditions in the 3 fields provided

    Use the Add Filters link is you want to add another filter using AND/OR boolean operators.

Keep in mind:
1. Calendar Plus supports the two SharePoint variables; [ME] representing the currently logged in user, and [Today], representing today’s date, that can be used to specify filter conditions

2. Use the Add Filters link if you want to add another specified filter condition using AND/OR boolean operators.

3. Web part connections can be used to filter the contents of the calendar display but are not configured in the Calendar Plus web part settings. Information on using web connections is available here

7.

Stay in the Bamboo List Rollup Settings screen and configure the Optional Steps associated with the data source

OR

Use the left navigation pane and configure View Settings for the Calendar Plus web part.

Clicking Save and Close will exit the Calendar Plus Web Part settings screen.

Overview of Calendar Plus Configuration Settings