Item Filtering

Item Filtering

Item Filtering is optional. To filter the items from the data source so that only certain items are displayed in the Web Part, define a filter criteria.

Step Action Result
1.

Configure Item Filtering
* For SharePoint list or library data, you can select an existing list view.
* For all other data source types, you must Create a custom filter.

Show the item when column: Select the column or field to filter by, select the comparison operator (i.e. Equal To, Contains, etc.), and then enter the value to filter on.

Show More Columns…: Click this link to filter by more than one value using AND/OR logic.

configurationFilter37.png

NOTE: The filter value can include the SharePoint variable me.jpg to match the currently logged on user or today.jpg to match the current date.

Item Grouping

Item Grouping

Item Grouping is optional.

Use item grouping to group data in the Data-Viewer Web Part by up to two columns or fields.

Step Action Result
1.

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

Select whether to show groups collapsed or expanded by default.

configurationGroup37.png

NOTE: Unlike sort options, you can only group by columns displayed in the Web Part.

How to Work with Nested Data

How to Work with Nested Data

User Guide Infographic Overview of Data-Viewer display

nested data not expanded2.pngThe example here shows a Data-Viewer Web Part configured to display data from two lists. The main list is referred to as the parent and the other is the nested or child list. In this example, the parent list is a Projects list and there are three items in the list (Project A, Project B, and Project C). None of the items are expanded, so no nested items are displayed by default.

To expand an item in the main/parent list to see the nested items, click the expand parent.png icon in the left-most column for the desired item. The example below shows the nested data for the first project in the main/parent list.

expanded parent showing nested items.pngTo collapse expanded data, click expanded parent.png or click expand parent.png for another item in the main/parent list.

NOTE: Only one item can be expanded at a time, so expanding another item will automatically close the previously expanded item.

User Guide Infographic Overview of Data-Viewer display

Using the Data-Viewer Inline Edit form

Using the Data-Viewer Inline Edit form

User Guide Infographic Overview of Data-Viewer display

Inline Editicon
Inline editing is a useful feature because it displays a short, easy to fill in form, within the Data-Viewer display.

When using the Inline Editing feature keep in mind:

  • 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.
  • If the Edit Default Fields option was selected the columns configured for default display will appear in the form, even if the column was dynamically removed from the display by the user.
    Edit Default Fields was added in Data-Viewer 3.7

  • Inline editing is supported for SQL Server if the user account configured for access has edit rights and the database is defined with a primary key.

  • Inline editing is not supported for BCS data sources.

To edit data inline:

Allow Inline edit configuration

NOTE:

1. This feature requires your administrator to have selected Allow inline editing as an Interactive option on the General Settings page of the Data-Viewer configuration screen.
2. When Allow inline editing is selected, Add required fields to edit form will be selected by default

Step Action
1.
  • Click the Inline icon (Icon).
    The Inline Edit icon changed from this (Old Icon) in Data-Viewer 3.7

  • The inline form will be displayed. Required columns are marked with a red asterix.

    NOTE: Non-editable columns are not displayed in the inline edit form.

    Inline Edit form
2.
  • Update the available fields.

  • When ready, click Update to save your changes and close the online form, or click Cancel to close the form without saving any changes.

NOTE: Only one form is displayed at a time.

User Guide Infographic Overview of Data-Viewer display

Dynamically sort a Data-Viewer display

Dynamically sort a Data-Viewer display

User Guide Infographic Overview of Data-Viewer display

Sort icon
Data-Viewer lets you easily sort the current data display during run-time so you can look at the same data in different orders depending on the information you are looking for.

When using the interactive sorting feature keep in mind:

  • You can only sort one column at a time.

  • Icon-Warning IMPORTANT: All changes made in run-time will be lost when you leave the page, and the default configuration will be restored.

To sort displayed data:

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

Step Action Result
1. Click the desired column heading. Results are sorted in ascending order:
SortAscending.png
2. Click the same column heading a second time. Results are sorted in descending order:
Sort-Descending.png

User Guide Infographic Overview of Data-Viewer display

How to Turn off Page Navigation in the Web Part

How to Turn off Page Navigation in the Web Part

Issue:

data viewer paging.pngYou are displaying a small number of items in the Data-Viewer, but the paging links still appear. You have the Item Limit parameter configured and set to show 20 items per page (the default). Based on your business use case, you never expect to see more than 20 items in this view.

Resolution:

dvwp item limit.pngWhen you know that your display will not include a large number of items, unchecking the Item Limit box, will hide the Back and Next page navigation links (see screen shot below).

dvwp without paging.png

How to Show All Items Without Folders

How to Show All Items Without Folders

In the Data-Viewer Web Part, it is possible to show all items inside folders or without folders. Your Document Library showing items in folders in SharePoint 2013 looks like this:

HW37_2013_ListLibraryWithFolders.jpg

In the Data Source Settings part of the Web Part Settings tool pane, check the appropriate radio button to select a flat structure display or folders.

NOTE: This is a configuration option and not an interactive option for end users.

With folders:

HW37_2013_AllItemsWithFoldersoption.jpg

HW37_2013_AllItemsWithFolders.jpg

And without folders:

HW37_2013_AllItemsWithoutFoldersoption1.jpg

HW37_2013_AllItemsWithoutFolders.jpg

Dynamically group a Data-Viewer display

Dynamically group a Data-Viewer display

User Guide Infographic Overview of Data-Viewer display

Group icon
Grouping data at run-time helps you manage and organize the presented data.

When using the interactive grouping feature keep in mind:

  • When dynamic grouping is enabled you will see a grouping bar at the top of the web part Grouping bar in Data Viewer
  • Groupings will only be applied to Parent Data. Nested data sets cannot be grouped.

  • Icon-Warning IMPORTANT: All changes made in run-time will be lost when you leave the page, and the default configuration will be restored.

To group data in runtime:

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

Step Action
1. Dynamic GroupingGroup data by clicking the heading for the column you wish to group by, dragging it to the grouping bar, and dropping it.

Icon-TipWhen you see arrows appear in the upper left corner of the web part you can release the header in the grouping bar.

2. Collasped groupingsWhen the header is dropped in the grouping bar, the data is grouped.
3. Click 'x' to ungroupTo ungroup the data, simply click the ungroup icon (ungroup icon.png).

Icon-Tip If the display was grouped by default, you can ungroup it by clicking the ungroup icon.

User Guide Infographic Overview of Data-Viewer display

How to Filter Data

How to Filter Data

User Guide Infographic Overview of Data-Viewer display

The example below shows a Data-Viewer Web Part with filtering enabled.

DVWP filtering.png

If the Allow filtering option is enabled, the filter boxes are displayed at the top of each column included in the Data-Viewer display. Follow these steps to filter the data:

Step Action
1.

enter text and select operator.pngFilter data by entering a value in the filter text box displayed at the top of each column. For example, enter red fox in the filter box for the Name column, as shown here.

Then click the associated Filter icon (filter icon.png) and choose the operator. In the example shown, choose Contains to filter the list to show only the items where the Name column contains the string red fox.

Selecting the operator implements the filter.

NOTES:

  1. The list of operators is the same, regardless of the type of column displayed.
  2. The filter is NOT case sensitive.
2. To further filter the data set using a filter in a different column, simply enter the text for the appropriate column and choose the operator. The additional criteria will be added to the previous one to further filter the data set.

add a second filter.png
3.

To remove a filter from a column, click the filter icon and select No Filter.

NOTE: This will remove all the filters, not just the filter from the column when you clicked NoFilter.

See also:

User Guide Infographic Overview of Data-Viewer display

How to Export to Excel

How to Export to Excel

User Guide Infographic Overview of Data-Viewer display

The example below shows a Data-Viewer Web Part with Export to Excel enabled. Since it is configured with nested data, there are two export links shown:

  • Export to Excel. This will export the data from the parent list.
  • Export Nested Data to Excel. This will export the nested data. Depending on the configuration option chosen, it will export all the nested data or just the expanded nested data.

    dvwp with nested data.png

If the Enable Export to Excel or Enable Export Nested Data to Excel option is enabled, an Export to Excel link is displayed at the bottom right corner of the Data-Viewer display. Follow these steps to export the data:

Step Action
1.

Export data by clicking either Export to Excel link. The message below will appear:
save2 or choose filename for exported data.png

Choose to Open the file, or choose Save or Save As from the Save menu to save it before opening. Otherwise, click Cancel to close the message without opening or saving the file.

2.

Open the Excel file. Depending on how your export was configured, you may see all the nested data, or just the nested data that was shown (expanded) when you clicked Export.

If your data is exported with formatting, it will look similar to that shown below.

formatted data in Excel.png

NOTE: Exporting with formatting means that dates will appear in Excel as Date columns, as shown in the screen shot above. Other columns, such as the % Complete column will be formatted appropriately as well.

The screen shot below shows the same data exported without formatting. Notice how the Date columns and the % Complete appear differently. Also, notice that tags (i.e., <p> and </p>) appear in the Description column, which is a multi-line rich text column.

exported nested data without formatting.png

Icon-Tip Although it takes a bit longer to export with formatting, if you will need to format the Excel data, you may save some time by exporting with formatting!

User Guide Infographic Overview of Data-Viewer display

Dynamically add or remove columns displayed in Data-Viewer

Dynamically add or remove columns displayed in Data-Viewer

User Guide Infographic Overview of Data-Viewer display

Display icon
This feature lets users control what information is presented in the Data-Viewer by adding and removing columns from the display.

When using the Allow uses to add and remove columns feature keep in mind:

  • You cannot control the order that the column is displayed from this interface. New columns will be added in alphabetical order to the right side of the display.

  • This feature is available only for the parent list. It is not currently possible for the end user to change the columns displayed in the nested list.

  • Icon-Warning IMPORTANT: All changes made in run-time will be lost when you leave the page, and the default configuration will be restored.

To add or remove columns from the runtime display:

NOTE: This feature requires your administrator to have selected Allow uses to add and remove columns as an Interactive option on the General Settings page of the Data-Viewer configuration screen.

Step Action Result
1. Click to expand the Select Columns to Display drop-down menu.

HW37_AddColumn1.png
The columns currently displayed are checked.
Select columns drop down
2. Click the desired check box to add or remove columns from the display.
Check or uncheck columns

Icon-Tip Check the Check/Uncheck All Columns before selecting the columns you prefer to display.
The Selector drop down will adjust to reflect the number of columns selected
Updated selector
3.

Resulting displayClick OK

NOTE: You cannot control the display order of new column(s). New columns will be added in alphabetical order to the right side of the display.

4. Click Reset button to revert to the originally configured column display without leaving the page

User Guide Infographic Overview of Data-Viewer display

Edit multiple items in Data-Viewers Datasheet View

Edit multiple items in Data-Viewers Datasheet View

User Guide Infographic Overview of Data-Viewer display

Group icon
The Data-Viewer Web Part includes a Datasheet mode to allow quick edits to multiple items. Datasheet mode replaces the default display with a grid view that is similar to SharePoint’s Datasheet mode.

Keep in mind:

  • This feature is not supported for BCS data sources.
  • Edit in Datasheet is supported for SQL Server if the user account configured for access has edit rights and the database is defined with a primary key.

To edit items in datasheet mode:

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

Step Action
1. Edit in Datasheet linkClick Edit in Datasheet to open the datasheet mode.
2. You will be presented with a datasheet display
Datasheet display
3.

Click in the column to make changes.

Datasheet edit options

A. Clicking the x in the Text field editor will clear current content from the editor. If you do not make a change and click in another cell the original text will remain.

B. Choice column selections will display in the drop down.

C. People Selector pop up To change a Person and Group value click the (magnifying glass icon) to access the people picker

Icon-Warning IMPORTANT: If a new user is selected using the people picker, the original content of the cell with be replaced.

D. Date and Time selector

NOTE: Some column types may display with additional markup. Always use the edit features to the right of the value to select or search for new values when changing these columns.

4.

Updated columns will be marked with a red triangle in the upper left corner. This indicates that there are changes that have not yet been saved.Datasheet with unsaved updates

A. Click Apply your Changes to save your updates

B. Refresh to see any changes that may have been made in the data source.

5. Show in Std View linkWhen ready, click Show in Standard View at the top of the datasheet to close the datasheet view and return to the standard view.

changes pending messageIcon-WarningIMPORTANT: Changes will NOT be saved until you click Apply your changes. If you click Show in Standard View without first applying your changes, this message will appear:

Click OK to continue without saving. Otherwise, click Cancel to return to Datasheet view so you can Apply your changes.

User Guide Infographic Overview of Data-Viewer display

Add a new item to the displayed data source

Add a new item to the displayed data source

User Guide Infographic Overview of Data-Viewer display

Add New icon
Add New Items lets users quickly add new items to the displayed data-source right from the Data-Viewer.
When using the Add New Item feature keep in mind:

  • This option is not available when Data-Viewer is configured to use List Rollup or BCS data sources.

  • If Add New Item is enabled and Data-Viewer is configured to display nested data, the Add New Item option will be available for both parent and nested data sets.

  • The Add New Item link is typically found in the top left corner of the Data-Viewer grid.

To add a new item from the display:

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

Step Action Result
1. Click Add New Item to create a new item Add New Item Link The appropriate New Item Form will be displayed.SP list form
2. Clicking Save on the new item form will return you to the Data-Viewer display. The new item will be included in the Data-Viewer display. Otherwise, click Cancel to close the new item form without creating an item.

User Guide Infographic Overview of Data-Viewer display

Highlights of Data Viewer

Highlights of Data Viewer

DataViewer.pngAnalyze data within SharePoint using versatile conditional formatting and calculations built into a single grid view solution.

Information in SharePoint can quickly become disorganized, uninformative, and ineffective. Built-in SharePoint Lists are great for collecting information from users, but information displayed in a list does not provide meaning to all audiences — just the original author or group who owns the data. You can create different views but, without SharePoint Designer—a SharePoint customization program provided by Microsoft—you cannot change column labels, set column width, or color-code data based on certain criteria.

Data-Viewer fills this gap with a variety of capabilities contained in a single component. Connect to Lists or Libraries across sites and site collections, SQL Server Tables or Views (even add, modify, and delete entries), Bamboo List Rollup Schemas, or Business Connectivity Services. Bamboo Data-Viewer is beyond just a simple grid view. Data-Viewer allows you to customize the information displayed, providing the capability to tailor each instance of Data-Viewer to a set audience.

Configure data export options in Data-Viewer

Configure data export options in Data-Viewer

Configuration Infographic Overview of Configuration Screens

Infograph iconData-Viewer can be configured to allow users to export data to Microsoft Excel. When working with the Data Export options keep in mind:

  • Only the columns displayed will be included in the export to Excel

To configure Data-Viewer to allow data export:

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

NOTES:
1. 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.** Data Export Options** are found in the lower section of the General Settings screen.

2. Select from the export options below

Option Description
Data Export section of General Settings screen
.
Enable Export to Excel
  • Export to Excel linkWhen checked the Export to Excel link will be visible in the bottom right corner of the Data-Viewer Web part.
  • If the Data-Viewer Web Part is configured to display both parent and nested data, only the parent data will be exported.
Export to Excel with data formatting (slower performance)
  • The Export to Excel with data formatting (slower performance) button will only be available after the Enable Export to Excel option has been selected.

  • When selected, data exported to Excel is formatted based on a combination of Regional Settings and column configuration.

  • Export performance may be slower when exporting with data formatting.

    When this option is not selected:

    • Date and Time columns will be displayed in UTC time.
    • Choice columns that allow multiple selections will include the separator characters #; between values.
    • Lookup column values will include the item ID and the characters #;.
    • Multiline Rich Text will display tags
    • Percent columns won’t show the % sign

See examples here.

Enable Export Nested Data to Excel

Export Nested Items link

  • When checked the Export Nested Data to Excel link will be visible in the bottom right of the web part.

  • What nested data is exported is determined by the following options:

    • Export expanded nested items only: Only nested items from an expanded parent item will be exported. Nested items that are collapsed (not currently visible) will not be exported.
    • Export all nested items: All nested data is exported, even if the associated parent items are not expanded.

Icon-Tip If you export all nested items, be sure the nested data is configured with a column that displays the name of the parent item or you won’t know which nested items goes with which parent item.

Configuration Infographic Overview of Configuration Screens

Conditional Formatting options in Data-Viewer

Conditional Formatting options in Data-Viewer

Configuration Infographic Return to Conditional Formatting

Infographic Icon
There are three available Color Scopes you can use when formatting data displayed in the Data-Viewer. If desired, you can mix the scopes if you have multiple rules defined.

Keep in mind:

  • Conditional formatting can be applied to both Parent and Nested data sets

  • If you are using Data Viewer 3.6 or earlier you will need to reset the formatting column(s) if the Column Display Settings screen is accessed after formatting rules have been defined.

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

Color Scope options:

Color Scope drop downTo apply conditional formatting, click the Conditional Formatting button under Data Analysis.

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.

Option Configuration & Result
Text Configuration:
configured format example.png

Result:
example of format nested cropped.png
Cell

Configuration:
format by cell2.png

Result:
format by cell2 result.png

Icon-Tip If you are going to format the cell, use a background color as shown above and pick a corresponding foreground color (text color) and style for the text so it is easy to read. Only the cells for the selected column will be formatted.

Row

Configuration:
row format2.png

Result:
row format example.png

Icon-Tip If you are going to format the row, use a background color and not necessarily a text color or style. Text formatting (i.e., foreground color, style, font) will affect only the column identified in the rule (Task Status in the example above), while the background color will impact all columns displayed in the row. Be sure the background color selected works with the text of the other columns.

Configuration Infographic Return to Conditional Formatting

Error when configuring Data-Viewer SharePoint site URL

Error when configuring Data-Viewer SharePoint site URL

Icon

Issue:

When configuring the Data-Viewer for displaying a SharePoint List or Library, you see the error message below when specifying an incorrect SharePoint Site URL and clicking View Lists and Libraries.

dv error message.png

Resolution:

Be sure there is a / at the end of the URL. The screen shot below shows the correct syntax.

correct url syntax.png

Identify which Data-Viewer run time options are available

Identify which Data-Viewer run time options are available

User Guide Infographic

Data-Viewer’s interactive options allow end users to change data displays at runtime to best suit their unique needs, without requiring elevated permissions, functionality that out-of-the-box (OOTB) SharePoint lacks.

Icon-WarningIMPORTANT: The end user display changes are temporary; when the page is re-loaded, the display parameters will revert back to their saved configuration

If you see this in Data-Viewer you can:

Image highlighting interactive user options

NOTES:
1. This image has been edited to display all available user options. Not all options are available with all data sources. Click on the links below for more details.
2. If you don’t see a feature in your Data-Viewer, it may not be configured to show it. The user(s) who configures the web part chooses which features to make available to end users

Feature Description
1. Add New item Add New Items lets users quickly add new items to the displayed data-source right from the Data-Viewer, saving them the trouble of navigating to the data-source in order add an item.
2. Edit in Datasheet Datasheet mode supports quick edits to multiple items. Datasheet mode replaces the default display with a grid view that is similar to SharePoint’s Datasheet mode that so many end users like.
3. Select View Available when using a SharePoint list as a data-source and the web part is configured to use a SharePoint list and library as a filter, this option change the display by selecting from the available views.
Select View feature added in Data-Viewer 3.7
4. Change the Columns Displayed This feature lets users control what information is presented in the Data-Viewer by adding and removing columns from the display.
5. Grouping Grouping data at run-time helps users to manage and organize the presented data.
6. Resize column widths When this option is enabled users can dynamically resize columns by hovering over the column divider, clicking, and dragging the mouse until the column is the desired width.
7. Filtering Data-Viewer filtering can be a lot more granular than the filtering options available with SharePoint OOTB. You can also filter by multiple columns at one time.
8. Working with Nested Data

If Data-Viewer was configured to display a nested data set users will be able to expand and collapse the nested group by clicking the arrow to the far left of the Parent item.

Note: Only one nested group can be expanded at a time.

9. Inline Edit Inline editing is a useful feature because it displays a short, easy to fill in form, within the Data-Viewer display.
10. Print Current Page Lets you print the current display
11. Export to Excel Use the available links to export either parent data or the nested data.
12
Not shown
Sorting

If enabled, simply click the column heading to sort the data by that column in alpha order. Clicking the same heading a second time reverses the sort order. If sorting is not enabled, the column headings will not be clickable.

NOTE: you can only sort by one column at runtime

Data-Viewer Configuration Infographic

Data-Viewer Configuration Infographic

Click any of the icons below to get instructional details. For example, if you click on the Calculations icon in Step 3, you will immediately see that topic open.

DataViewerData-Viewer Web Part Configuration
Black1.png
Step 1 (Required)
Choose Your Data Source
SharePoint List or Library
Bamboo List Rollup
SQL Table or View
Business Data Connectivity (BCS)
Black2.png
Step 2
Organize Your Data
Column Display (Required)
Sort
Group
Filter
Limit Items
Black3.png
Step 3 (Optional)
Present Your Data
Nested Data
Calculations
Conditional Formatting
Black4.png
Step 4 (Optional)
Select Interactive Options
Interactive Options
Data Export
Black5.png
Step 5 (Optional)
Change User Preferences
Look & Feel
Language

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

Modify the Data-Viewer CSS file

Modify the Data-Viewer CSS file

Configuration Infographic Overview of Configuration Screens

LookFeel-CSS.pngBy default, the Data-Viewer web part renders the user interface using the default CSS styles that are selected in your SharePoint sites, assuming you are inheriting the site theme. The look and feel of the web part can further customized by editing the custom cascading style sheet (CSS) file from the tool pane of the web part.

To customize the style of the Data-Viewer web part:

Step Description
1.

Look and Feel Settingsbutton in navigation paneClick the Look and Feel Settings button under Preferences.

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. CSS radio button Click the Define Custom CSS radio button to enable the Edit CSS button
3.

HW37_CSS.pngClick Edit CSS.

  • The default Data-Viewer CSS file is displayed in a new window.

  • Edit the file in this window or copy the contents to your favorite text editor.

Icon-Tip Download the default CSS here.

NOTE: The default CSS is not related to the skin/site theme you had enabled when you chose to edit the CSS. The default CSS is a standard file that doesn’t change unless you change it. A Data-Viewer Web Part displayed with the default CSS looks like this:

DVWP with default CSS.png

4.

Edit the CSS file as needed.

Icon-Tip 1. Always save the original content of the file in Notepad (or something similar) in case you need to go back to it. You can also download the default CSS here.
2. You may choose to remove some of the formatting included in the default file.

Sample modifications:

The Data-Viewer Web Part uses the following class selectors to define each element of the Web Part:

Data Grid (the entire grid)
class selector - data grid.jpg

Table of Contents and Border
class selector - TOC and border.jpg

Rows and Alternating Rows
class selector - rows and alt rows.jpg

Selected Row
class selector - selected editing row.jpg

Group Header
class selector - group header.jpg

Footer bar
class selector - footer.jpg

Filter bar
class selector - filter row.jpg

For additional information and CSS examples, visit the site W3schools.

5. Click Save to save changes and close the window or click Cancel to close the window without saving any changes.

Configuration Infographic Overview of Configuration Screens

Configure conditional formatting rules in Data-Viewer

Configure conditional formatting rules in Data-Viewer

Configuration Infographic Overview of Configuration Screens

IconWhen applying Conditional Formatting to data displayed in Data-Viewer keep in mind:

  • Conditional formatting can be applied to both Parent and Nested data sets

  • If you are using Data Viewer 3.6 or earlier you will need to reset the formatting column(s) if the Column Display Settings screen is accessed after formatting rules have been defined.

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

To configure Data-Viewer to display conditional formatting:

Conditional Formatting button in navigation pane1. Click the Conditional Formatting button under Data Analysis.

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. Define the desired conditional formatting using the provided tool, shown below.

# Function
Conditional Formatting screen
.
1.

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

NOTES:
1. Multiple formatting rules can be defined by re-clicking Add A Rule
2. Nested formattingrules can only be defined if a Nested data source was configured

2.

Use the following parameters to build the conditional formatting rule:

  • Column Name: Select the column that contains the values you want to format. The column list will include any columns you display for the data source. Columns that aren’t displayed won’t appear in the list.
  • Condition: Error displayed when incorrect operator of a column type is selectedSelect a Condition to use when comparing the value in the selected column to the condition’s value.

NOTE: If you choose an inappropriate condition for the column type, you will see a message when you save your web part configuration.

  • Value: Enter the Value you want to compare with the selected column’s actual value. The condition value can include the SharePoint variable Me to match the current user or Today to match the current date.

    NOTE: If the value you are comparing is a percent, enter its value as a whole number, such as 10 for 10%.

3.
  1. Text Formatting pop up screen
    Click the edit icon (Edit Icon) in the Format column to access the Text formatting pop-up.
  1. Define the display format for list items that match the rule by specifying, font, style, size, color (foreground), shading (background), etc.
4.

Choose the desired Color Scope for the rule:

  • Text: The formatting will apply to just the text of the selected column.
  • Cell: The formatting will apply to the cell and the text of the selected column.
    • Typically, when specifying the formatting for a cell, you will select a background color.
  • Row: The formatting will apply to the whole row, but any text-specific format (i.e., foreground, style) will apply to only the text of the selected column.
    • Typically, when specifying the formatting for a row, you will select a background color.

Click here to see examples of formatting by each of the color scope options.

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

Example:
This configuration rule applies to the nested view…

Sample Configuration

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

Sample display

Configuration Infographic Overview of Configuration Screens

Complementary Products for Data Viewer

Complementary Products for Data Viewer

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!


At a glance, quickly view project statuses with Bamboo KPI Column. Use customizable status icons to visually indicate whether a project is on track, at risk, or under or over budget.

KPI

With List Rollup, display multiple lists and/or libraries in a single view based on existing List Rollup Schemas or List Rollup Data views. Lists and Libraries can either be selected individually or auto-discovered by using the List Rollup Schema Designer web part.

ListRollup

Color-code task statuses or display a color-coded or percent-based progress bar to provide a visually pleasing glance of project tasks with Bamboo Visual Indicator.

VisualIndicator

KPI Column
List Rollup
Visual Indicator

We feature Calendar Plus and List Rollup in our Improve Workplace Collaboration with SharePoint Webinar.


Want to get started right away? Download a 30-day free trial of Data Viewer from our online store. It’s quick, easy, and absolutely risk-free.

Want to set up a private demonstration?
Contact Bamboo Sales

Configure the columns to display in Data -Viewer

Configure the columns to display in Data -Viewer

Configuration Infographic Overview of Configuration Screens

ColDisplay.png After you have identified the Data-Viewer data source you will need to identify the columns that will be displayed in the Web Part. This step is required when configuring all data sources.

When working with the Columns to Display pop up screen keep in mind:

  • You must select at least one column to display
  • If you choose a different list or view, or otherwise re-load the data to be displayed, the previously configured column settings will be lost.

To configure the columns to display in Data-Viewer:

Column Display settings button1. Click the Column Display Settings button found on the data source 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 the columns to display in the pop up screen, shown below.

HW37_ColumnDisplayScreen.png

# Function
1.

Display Check Box : (required)

  • In the Column Display Settings window, locate the Column Name you would like to display and click the corresponding checkbox to the left.

  • Columns with a check in the box will be displayed in the web part.

  • To select all columns, click the box in the header of that column.

2.

Column Alias:

  • In the Column Alias field, type the name you would like displayed in the header row of the grid view for each column.

  • The specified will be visible in the web part display as the column header in Standard and Datasheet modes, Grouping, and Inline Edit .
    Column Alias use on Grouping is new with Data-Viewer 3.7

NOTES:
1. If the user clicks on the title link (if it is included in the display) to open the display form or selects Edit Item in the item context menu, the original column display name is shown.
2.In the screen shot above, Task Name(linked to item) will be displayed in the web part unless the text in brackets is removed from the Column alias

3.

Position From Left:

  • In the Position from Left column, choose the order of the column from the respective drop-down menu.

  • Clicking Save & Close and reopening the Column Display Settings window will show the updated Position from left order.

    NOTE: The default position of columns is determined by the number order, then by alphabetic order.

4.

To adjust the default Column Width:

  1. Check the Set Custom Column Width box in the bottom-left corner of the window (4A).
    • When checked, the values in the Column Width column are enabled and default to 150 pixels each.
  1. Enter the desired default width in pixels in the Column Width column (4B)

Icon-Warning Important:
The Set Custom Column Width check box must be checked if you want to allow users to adjust column width in run-time, or if you want to define a custom height and width for the web part

5. Justification:
Select the desired justification (left, right or center) for the data displayed in the column.
6.
  • Click Save & Close to save any changes made to the web part configuration.

  • Click Cancel to close the dialog without saving any changes.

    Icon-WarningIMPORTANT: If you are using Data Viewer 3.6 or earlier and you access the Columns to Display pop up screen after configuring Conditional Formatting or Calculations, you will need to update the Column Name on the appropriate screen – regardless of whether you check Save & Close or Cancel.

Configuration Infographic Overview of Configuration Screens