What to do if filtering data returns an error

What to do if filtering data returns an error

Running into an error when filtering your data? There could be many implications depending on the type of filters you are performing on your content. Below is one example of an error you may see when using the “Between” or “NotBetween” filters on a date column.

Filtering Data Between Two Dates

Error Message: Item Command: : Filter value is not a valid format. To filter fields using the ‘is between’ or ‘is not between’ operator, use the format ‘value1 to value2’.

HW37-ErrorFIlteringBetween.pngNotice in this selection, the data being filtered is between 6/21/2015 and 6/25/2015. This triggers an error message because the data is from one date up to another date.

The message is explaining what the user needs to do; rather than using and to connect the dates, change it to to because the filter is looking for a match from date1 to date2.

If using the filter “NotBetween”, the same error would display as Data-Viewer uses the same algorithm to filter the data.

Filter-NoErrors.pngSimply changing the value to the word to between the dates makes the filter process clean and alleviates the error message.

See also:

Data-Viewer User Guide Infographic

Data-Viewer User Guide Infographic

Overview of Data-Viewer display

Click any of the icons below to get instructional details. For example, if you click on the Filter icon, a topic on filter data will open.

DataViewer
Using Data-Viewer Web Part
Many of these options are controlled through the web part Configuration Options; if you see an option that would benefit your user experience, consult with your site administrators. Add New Item
Inline Edit
Edit in Datasheet
Group
Sort
Filter
Display Columns
Work with Nested Data
Export
Print

Also see: Using Data-Viewer Video

Configure Data-Viewer Web Part to Make it Easy to Use

Configure Data-Viewer Web Part to Make it Easy to Use

SeeData.png

Issue Solution
TOO MANY COLUMNS IN VIEW
Columns2display.jpg

COLUMN SELECTION

Configure the web part to allow users to add and remove columns

And now Maggie can select columns to show just the data that she needs to see.
selectCol.png

TOO MUCH DATA
FilterData.jpg

FILTERED DATA VIEW
Configure the web part to allow filtering.

Now Joe will be able to filter the data in whatever way he’d like.

Filter.jpg

DATA IS NOT ORGANIZED

GroupBy.jpg

GROUP DATA BY COLUMN

Configure the web part to enable the grouping bar to display at the top of the Data Viewer display.

Now Paul can create the view to show in groups for each department.

Grouping.jpg

TOO MANY COLUMNS TO EDIT

EditInDataSheet.jpg

USE INLINE EDITING

Configure the web part to allow inline editing

Rather than opening a form with a lot of columns to edit, Genie can edit just columns she needs to.

Inline.jpg

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

Improving Data Viewer’s page load time

Improving Data Viewer’s page load time

Configuration Infographic Overview of Configuration Screens

Icon

To improve the performance of your Data-Viewer, consider some of these options:

Option Comment
Turn on Asynchronous Page Load See Overview of the Data Viewer Configuration Parameters for more information.
Minimize the number of items displayed per page See Data Display Options for more information.
Only show the columns you really need to show

Getting data and formatting it takes processing time on the server and also the client PC. It’s easy to add all columns to the Data-Viewer display when configuring it. Not only will this typically add a horizontal scroll bar to the display, it also adds to page load time.

It’s best to include just the columns that end users absolutely need to see. You can always also:

  • include the Title column with a link to the item or the Action Menu so users can open the form to see everything for a particular item
  • include the interactive option to allow end users to add more columns to the display as they need
Minimize the display of columns that require formatting

The Data-Viewer load time process that takes the longest is formatting the data. Not all data types require formatting; for example, Single Line Text columns do not require formatting.

If you can minimize the data that requires formatting, your page will load faster. Columns that require formatting and take the longest to process are:

  • Date Time
  • People and Group

If you need to display a Date Time column and want to improve performance, you could add a calculated column to your list and display it instead of the Date Time column. The formula below is an example that stores a date value in a text column:

  =TEXT([Due Date],"mm/dd/yyyy")

If this calculated column is stored as TEXT, it requires no formatting when displayed. Including it in the Data-Viewer display rather than the Date Time column will improve performance.

NOTE: Date values stored as text are sorted as TEXT, so create your formula appropriately if you plan to enable interactive sorting for your end users.

Minimize the other things on the page If you have several web parts on the page, they will all need to be loaded before any are ready to be used. Use navigation links to help users get to separate pages rather than putting everything on one page.

Configuration Infographic Overview of Configuration Screens

Use a SQL Server Table or View as the Data-Viewer Data Source

Use a SQL Server Table or View as the Data-Viewer Data Source

Configuration Infographic Overview of Configuration Screens

SQLServer.jpgThe Data-Viewer Web Part can connect to Microsoft SQL Server 2005 or SQL Server 2008.

To select and configure a SQL Server data source, follow these steps:

Action Result
1.

Click the SQL Server Table or View button under Data Source Settings > Data Source Type in the navigation tool pane.

SQL left.png

NOTE: You will only be able to select this button if SQL Server Table or View is selected as the Data Source Type. Otherwise, this button will be disabled/grayed.

The SQL Server Table or View screen will be displayed and allows you to scroll through the configuration options associated with that type of data source.

SQL top.png
2.

SQL top with data.pngEnter the Server Name for the SQL Server. Then choose an Authentication Method. Options are:

  • Current Login Account This is an appropriate selection if the current login account will have access always.

NOTE: The current login is the user visiting the page where the Data-Viewer resides. That is why no username and password is entered when you choose this option.

  • Custom Login Account. This is the appropriate selection if the SQL Server is remote, which is generally the case if you are running SharePoint 2010 or SharePoint 2013. If you choose this option, specify either a SQL Server Account or a Windows Account. Enter the Domain, Account Name, and Password. When ready, click Load Databases. If the connection is successful, the available databases will be listed in the Select a SQL Server database drop down.

Icon-WarningIMPORTANT: In order to use Windows Authentication, you must have enabled Windows Authentication as the Authentication Mode in SQL Server.

3. Select the desired database from the Select a SQL Server database selection list. The tables and views available in that database will be loaded into the Select a Table or View to Display list.
4. Select the desired table or view from the SQL Server table or view drop down. The columns included in the table or view will be loaded so you can choose which to include in the display.
5. Configure the Data Display Options.

Configuration Infographic Overview of Configuration Screens

Sort Order

Sort Order

Sort Order is optional. You can sort data displayed in the Data-Viewer Web Part by up to two columns.

Step Action Result
1. Select a column and choose whether to sort in ascending or descending order.

ConfigurationSort37.png

NOTE: You can sort by any column in the data source, not just by the columns displayed.

Data-Viewer skins

Data-Viewer skins

Configuration Infographic Return to Look and Feel Settings

Look and Feel iconA variety of skins are available when configuring Look and Feel settings to change the appearance of the Data-Viewer display.

Skin options

Skin SelectorTo select a skin, click the Look and Feel button under Preferences, then pick the desired skin from the available options.

NOTE:
This 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.

Skin Name Sample Display
Inherit Site Theme

NOTE: No image to show since this selection should look like the site where you put the web part.

Default DVWP Skin 2013 - Default.png
Black DVWP Skin 2013 - Black.png
Forest DVWP Skin 2013 - Forest.png
Hay DVWP Skin 2013 - Hay.png
Outlook DVWP Skin 2013 - Outlook.png
Office2010Black DVWP Skin 2013 - Office2010black.png
Office2010Blue DVWP Skin 2013 - Office2010blue.png
Office2010Silver DVWP Skin 2013 - Office2010silver.png
Simple DVWP Skin 2013 - Simple.png
Sitefinity DVWP Skin 2013 - Sitefinity.png
Sunset DVWP Skin 2013 - Sunset.png
Telerik DVWP Skin 2013 - Telerik.png
Transparent DVWP Skin 2013 - Transparent.png
Vista DVWP Skin 2013 - Vista.png
Web20 DVWP Skin 2013 - Web20.png
WebBlue DVWP Skin 2013 - WebBlue.png
Windows7 DVWP Skin 2013 - Windows7.png

Configuration Infographic Return to Look and Feel Settings

Release Notes for Data Viewer

Release Notes for Data Viewer

NOTE: Release Notes will open in a new browser tab

WSSv3/MOSS SharePoint 2010 SharePoint 2013 SharePoint 2016
Release Notes Release Notes Release Notes Release Notes
Microsoft ended mainstream support for SharePoint 2007 in October 2012. See Microsoft’s Lifecycle Support Policy.
At that time, Bamboo stopped enhancements to our SharePoint 2007 product line, but continues to provide support and bug fixes to customers with active support contracts until October 2017. Previously purchased licenses will continue to function after October 2017, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2007 products in October 2016 to ensure customers will be eligible to receive support for at least one year after purchase.
Microsoft plans to end mainstream support for SharePoint 2010 in October 2015. See Microsoft’s Lifecycle Support Policy. At that time, we will stop any enhancements for our SharePoint 2010 product line but will continue to provide support and bug fixes for our SharePoint 2010 products to customers with active support contracts until October 2020. Previously purchased licenses will continue to function after October 2020, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2010 products in October 2019 to ensure customers will be eligible to receive support for at least one year after purchase.

Visit our website where you can get the latest info about each of our products for SharePoint 2013.

A separate installation package and license key is required for SharePoint 2013 deployment. For additional details, review the following knowledge base articles:

Bamboo Solutions has also begun releasing products for SharePoint 2016. For additional details, check the product release notes in the link above, or contact us.

For details on migration, see the Knowledge Base Article “Migrate Bamboo Products from SharePoint 2013 to SharePoint 2016”

Understanding Bamboo Releases:

  • Bamboo offers Trial, Basic and Premium support.
    • Free Trial support expires after 30 days.
    • For more information about Basic and Premium support, please see the Support Plans page.
    • There may be a fee to upgrade from a major version to another.

See Also:

Print the Data-Viewer display

Print the Data-Viewer display

User Guide Infographic Overview of Data-Viewer display

Print icon
Data-Viewer lets you easily print the current data display. Keep in mind:

  • Only the data displayed on the current page will be printed

  • The Print page link is typically found in the bottom left corner, but this may change with some of the available skins
    Print Page Link

To print displayed data

NOTE: This feature require your administrator to have selected Print current page as an Interactive option on the General Settings page of the Data-Viewer configuration screen.

Action Result
Click the Print Current Page link.

HW37_PrintPageLocation.png

  • print prveiw.pngA separate browser page will be displayed and then a print preview window.

  • Change settings as appropriate.

  • Click the printer
    (Print icon) icon to initiate the print.

User Guide Infographic Overview of Data-Viewer display

Overview of Data-Viewer Web Part Settings

Overview of Data-Viewer Web Part Settings

Configuration Infographic

Screen shot of the Data View Configuration toolpane screen.
When you edit the Data-ViewerWeb Part the displayed configuration tool pane will include the Data-Viewer Web Part Settings and the
About Web Part sections.

NOTE: The Asynchronous Page Load option can improve page performance if the Web Part contains a lot of data or connects to a data source on another server.

To configure the Web Part:

Edit the web part and click the Data Viewer Web Part Settings button to access the pop-up configuration window

Icon-WarningIMPORTANT: If you don’t see the dialog screen, make sure that popup blockers have been disabled for this site.

Image of the Configuration window

Function
1.

Data Source Type: (required step)

Use the radio buttons to Select a Data Source from ONE of the following
options:

  • SharePoint List and Library– Regardless which on-premise version of SharePoint you use, you can select the data from a SharePoint List or Library to be displayed in your Data-Viewer display.
  • SOL Server Table or View – Display a SQL Server 2012, 2008 or 2005 Table or View within the Data-Viewer Web Part.

  • Bamboo List Rollup – Lets you display content aggregated from multiple lists with Bamboo List Rollup

  • Business Connectivity Services – Integrate external application data into Data-Viewer with a Microsoft Business Connectivity Services (BCS) application.

The corresponding button will be available in the navigation pane, allowing you to access the data source’s configuration screen.

2.

Data Analysis:

3.

Preferences:

4 Click Customer Support to access available online resources for the web part. If you are unable to find the answer to your question with these resources, our Customer Support engineers are standing by to help.

Configuration Infographic

OnLoad: String was not recognized as a valid DateTime

OnLoad: String was not recognized as a valid DateTime

Issue

error message.pngYou configured the Data-Viewer to filter the items in a SharePoint list and see this error when you save the web part settings.

Resolution

configure filtering on today plus some.pngThe issue is that the current version of the Data-Viewer Web Part doesn’t support using a filter with [Today] and plus/minus values (i.e., [Today]+5) as shown here. The Web Part doesn’t currently recognize the string as a valid DateTime.

Filters using [Today] by itself should be OK.

As a workaround, create a list view that filters the items in the list using [Today]+5 and then configure the Data-Viewer Web Part to filter with Use list or library view instead of Create custom filter.

Configure Data-Viewer to display Nested data

Configure Data-Viewer to display Nested data

Configuration Infographic Overview of Configuration Screens

Infographic Icon
Nested Data Settings allow you to display additional detail for items of the primary (parent) data source.

When working with Nested Data keep in mind:

  • Nested data is linked to a parent item by a column or field with the same value as a similar field in the parent item.

  • Linked nested data is displayed below its parent item, and nested data can have a one-to-one or many-to-one relationship with parent data.

  • The nested data must be the same data source type, and must also reside in the same location as the parent:

    • If the parent data source is a SharePoint list, the nested data must be from a list in the same site.
    • Nested data from a SQL Server data source must be from a table or view in the same database as the parent data source.
    • If the parent data source is a Bamboo List Rollup, the nested data must be from a schema in the same site or a Data View on the same page.

To configure a nested data source:

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.

Step Action Result
1. Click the Nested Data button under Data Analysis in the navigation tool pane. Nested button in navigation pane The Nested Data Settings screen will be displayed and allow you to scroll through the configuration options associated with the data source.
2. Select the Display Nested Data option to activate the settings page.
HW37_SelectNested.png
3

Select the Nested Data source from the drop-down menu. Nested data selector

Icon-WarningIMPORTANT:The nested content must be of the same Data type, and reside on the same site as the parent data source.

Depending on the Data Source Type selected for the Parent list, this screen may look a little different.Nested Data - LR crop.png
4. Select a column in each data source that links the two sources.

Nested column mapping

  • The values in the nested data source column should have one match in the parent data source column you select.

  • The two columns must be the same data type.

5.

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 display Nested Data

Continue to scroll down the screen to optionally configure additional data display settings including:

  • Sorting

  • Grouping

  • Filtering

Configuration Infographic Overview of Configuration Screens

Data-Viewer’s conditional formatting is no longer being applied

Data-Viewer’s conditional formatting is no longer being applied

Configuration Infographic Overview of Configuration Screens

Icon

Issue:

You configured conditional formatting rules to be applied to content displayed in Data-Viewer and not only did they worked perfectly, they looked great!
Then one day, even though you didn’t make any changes to the conditional formatting rules, you realize they are no longer being applied to the Data-Viewer display. When you check the Conditional Formatting page, the rules appear to be there. So, what happened?

Example 1: Conditional formatting rules applied to the Task Status column

format by cell2.png

Cause:

Column Display Settings button2.png This issue is seen in Data-Viewer 3.6 and earlier and was caused when:

You opened the Column Display Settings dialog screen after you had configured the formatting rules

AND

You clicked the Save & Close button to close that screen.

This would reset the Column Name associated with your formatting rules to the Title or default column of your list. Although the rest of the rule would be intact, since your rules didn’t apply to the newly identified column, no formatting would be displayed.

Example 2: The Column Names for the three rules have changed to Task Name. Since Task Name is never equal to Completed, In Progress, or Not Started, the conditions are never met so no formatting appears.

format by cell with spotlight.png

Resolution

To fix the issue, just change the Column Name back to what it should be. All of the other rule settings should be intact and not require any changes.

Example 3: Change the column name back to Task Status for all three rules.

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

Configuration Infographic Overview of Configuration Screens

Migrating the Data Viewer from SharePoint 2010 to SharePoint 2013

Migrating the Data Viewer from SharePoint 2010 to SharePoint 2013

Be sure you have at least the Minimum SharePoint 2010 Product Release (shown in the table below) installed before migrating. If not, upgrade your Bamboo product release before migrating. For more information, see Upgrading your Bamboo Web Part. Also, the target SharePoint 2013 farm requires at least the Minimum SharePoint 2013 product release shown.

Icon-WarningIMPORTANT: When migrating from SharePoint 2010 to SharePoint 2013, the Database Attach Upgrade Method is the only method supported.

Minimum SharePoint 2010 Product Release 30.6.72 Minimum SharePoint 2013 Product Release 30.6.89.2013
Database Attach Upgrade Method
Issues The Data-Viewer migrates without any errors or additional steps required.
Resolution N/A

Migrating Data Viewer from SharePoint 2007 to SharePoint 2010

Migrating Data Viewer from SharePoint 2007 to SharePoint 2010

Be sure you have at least the Minimum SharePoint 2007 Product Release (shown in the table below) installed before migrating. If not, upgrade your Bamboo product release before migrating. For more information, see Upgrading your Bamboo Web Part. Also, the target SharePoint 2010 farm requires at least the Minimum SharePoint 2010 product release shown.

Icon-Warning IMPORTANT: When migrating from SharePoint 2007 to SharePoint 2010, you MUST select the option to change existing SharePoint sites to use the new user experience. Your Bamboo products will not perform as expected with the old look and feel.

Minimum SharePoint 2007 Product Release 3.3.59 Minimum SharePoint 2010 Product Release 30.3.67
In-Place Upgrade
Issues The Data-Viewer Web Part migrates without any errors or additional steps required.
Resolution N/A
Database Attach Upgrade Method
Issues TBD
Resolution TBD

Use Business Connectivity Services (BCS) as the Data-Viewer data source

Use Business Connectivity Services (BCS) as the Data-Viewer data source

Configuration Infographic Overview of Configuration Screens

BCS.png.Microsoft Business Connectivity Services is one of the four available data sources for Data-Viewer

To configure Data-Viewer to connect to a BCS data source:

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.

Step Action Result
1.

Click the Business Connectivity Services button under Data Source Settings in the navigation tool pane.Image of the Navigation Pane with the Business Connectivity Services button available. All other data source buttons are grayed out

NOTE:You will only be able to select this button if Business Connectivity Services is selected as the Data Source Type

The Business Connectivity Service Settings screen will be displayed and allows you to scroll through the configuration options associated with the data source.
2. Enter the name of the application you want to connect to in the Microsoft BCS Application Name box.
BCS setup.png

Click the Check if External Content Type Exists icon (bcs icon1.png) to verify the data source.

To search for available applications, click the Select External Content Type icon (bcs icon2.png).

Icon-Tip Hover over the icon to see which is which. A tooltip will popup describing the purpose of the icon.

3*

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

4

You have now configured the web part to use Business Connectivity Services 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

Look and Feel Preferences

Look and Feel Preferences

Configuration Infographic Overview of Configuration Screens

Icon Use Data-Viewer’s Look and Feel Settings configuration screen to modify the default appearance of the Web Part.

You can change:

  • the color scheme and style
  • the size of the web part
  • the font of the text in the header row
  • or, hide the column headers

NOTE: Look and Feel Settings are optional. If you don’t configure anything your Data-Viewer will have the default Look and Feel.

To change Data-Viewer’s look and feel:

Look and Feel in navigation pane1. Click the Look and Feel Settings button under the Preferences header in the Data-Viewer configuration screen.

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. Select from the configuration options below:

Option Description
Select Skin or Define Custom CSS

DataViewerLF_SelectSkin.png

  • Select Skin: Select from several preconfigured skins, each with different color and style themes. The default choice is to Inherit Site Theme, so the Data-Viewer uses the same colors and fonts as the rest of the site.
    The Inherit Site theme feature became available in Data-Viewer 3.6
  • Define Custom CSS: If you don’t want to inherit the theme from the site and you don’t like any of the available skins, you can customize the Cascading Style Sheet (CSS) for the Web Part directly.
    • Click the Edit CSS button to display a window where you can edit the CSS. See CSS for Data Viewer for more information.
Define Custom Height and Width

Define Height and WidthBy default, the Data-Viewer will fill the available space in the web part zone or the wiki page where you put it.

Using a custom height and width for the web part lets you control the space that the web part will consume on the page.

  • Icon-Warning Important: This option is only available when the Set Column Width check box in the Column Display pop up screen is selected.

    Select boxes for column size

  • Click Specify Custom Height and Width in the Define Custom Height and Width section of the configuration page. If you enter fewer pixels than are needed to display a whole page, vertical and/or horizontal scroll bars will be displayed.

    Icon-TipIf you specify a height (in pixels) that is less than needed to display a whole Data-Viewer page, a vertical scroll bar will be displayed. As end users scroll, the header bar remains stationary.

    DVWP with custom width and height2.png
Define Column Header

DataViewerLF_Header.pngDetermine whether the column headers will be visible in the display, or define special formatting for the column headers.

  • Check Allow Hide Header to remove column headers from the display
  • To modify the column headers, select the Header Format checkbox and click the box below it to open the formatting dialog.
    • In the formatting dialog, select a desired Font (use the arrows for selection), Style, and/or Size.
    • Select the following format, click Apply and then ok.

      text formatting pop-up

Configuration Infographic Overview of Configuration Screens

Interactive Filters don’t appear after configuration

Interactive Filters don’t appear after configuration

Issue:

allow filtering.png
On the General Settings page, you enabled interactive filtering by checking the Allow Filtering box. You saved your configuration changes, applied them, and clicked OK to close the web part toolpane. The filter boxes don’t appear on the interface of the Data-Viewer Web Part. You refreshed the page and still no filter boxes appear. What’s wrong?

Resolution:

filter boxes.pngAfter implementing interactive filtering, sometimes you need to view a different portal page and then come back and view the page where your Data-Viewer Web Part is. When the page is re-loaded this way, the filter boxes should appear.

Configure Data-Viewer to support Interactive user options

Configure Data-Viewer to support Interactive user options

Configuration Infographic Overview of Configuration Screens

Interactive Options infograph iconData-Viewer can be configured to allow users to update and modify the appearance of the data set in run-time. When working with the Interactive Options keep in mind:

  • Icon-Warning IMPORTANT: All changes made in run-time will be lost when the user leaves the page and the default configuration will be restored.
  • For information on how users can take advantage of these interactive options click here

To configure Data-Viewer to support interactive options:

General Settings in navigation pane1. Click the General Settings button under Preferences.

NOTE:
To see this screen you need 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. Select from the available interactive options, shown below.

Function
Interactive Options section of General Settings screen
.

Allow Columns to be resized

  • Allows users to adjust the column width at runtime by hovering over the column divider, clicking, and dragging the mouse until the column is the desired width.

NOTE: This option is only available if the Set Custom Column Width box is checked in the parent list’s Columns Display Settings window.

Allow users to add or remove columns

  • Run time Column Selector Allows users to customize the column view using a drop-down menu located in the Data-Viewer Web Part.

  • Added columns will be displayed on the right side of the grid in alphabetical order.

  • See How to Dynamically Add or Remove Columns to Display for usage information.

Edit Default Fields

  • This option is only available if Allow users to add or remove columns has been selected.

  • When checked, all columns configured for default display in the web part will be available in Inline Edit or Datasheet modes for editing, even if the column was removed from the users run-time display.

    Edit Default Fields feature added in Data-Viewer 3.7

Allow filtering

  • Allows users to filter items displayed in the Data-Viewer Web Part by entering values in the filter text boxes.

Allow grouping

  • Lets users to group items displayed in the Data-Viewer Web Part by dragging and dropping a column heading to the bar just above the column heading bar.

    NOTE: The Allow Group By feature only applies to the parent list column headings. You cannot group nested data.

Allow sorting

  • When checked users can click a column heading to dynamically sort displayed items

  • Clicking the column heading cycles sort order between ascending, descending, and no sort.

Allow inline editing

  • When checked an Inline Edit icon (Data Viwer Inline Edit Icon) is added to each row of data.
    The Inline Edit icon changed in Data-Viewer 3.7

  • By default, the following columns will be available for edit in the inline edit form-

    • Editable columns that are included in the display
    • Columns that are required in the form.
  • See How to Use Inline Editing for additional information.

NOTES:
1. If using a SQL data-source the referenced database must be defined with a primary key
2. This option is not supported for BCS data-sources.

Add required fields to edit form

  • When inline editing is enabled, this option is turned on by default, and adds any required data source fields to the inline edit form, even if they are not normally displayed in the Data-Viewer grid.

Enable Edit in Datasheet
Edit in DataSheet

  • When selected the Edit in Datasheet link will be displayed in the upper left corner of the Web Part.

  • When users click this button, the default Data-Viewer Web Part view is replaced with a grid view similar to SharePoint Datasheet mode. This allows users to make multiple edits quickly. For information about using this feature see How to Edit in Datasheet View.

Enable Add New Item
Add Item Link

  • Click to display the Add New Item link in the upper left corner of the Web Part.

Enable Print Current Page
Print Page Link

  • Checking this box displays a Print Current Page link in the bottom left corner of the Data-Viewer Web Part.

  • Only the data displayed on the current page will be printed

Configuration Infographic Overview of Configuration Screens