Configure Data-Viewer to analyze and calculate data

Configure Data-Viewer to analyze and calculate data

Configuration Infographic Overview of Configuration Screens

Calc.pngWhen applying calculations to data sets displayed in Data-Viewer keep in mind:

  • The Data-Viewer Web Part can display count, sum, average, maximum, or minimum calculated values for columns in parent or nested data sets.

  • You can apply more than one calculation to a data set.

  • If you are using Data Viewer 3.6 or earlier you will need to reset the calculation column(s) if the Column Display Settings screen is accessed after calculations are configured.

NOTE: Resetting the calculation 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 calculations:

Calculations button in navigation pane1. Click the Calculations button under the Data Analysis 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. Define your calculation using the provided tool, shown below.

# Function
Calculations screen
.
1.

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

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

2.

Use the following parameters to build the calculation rule:

  • Column Name: Select the column that contains the values you want to calculate. The column list will include any columns you display for the data source. Columns that aren’t displayed won’t appear in the list.
  • Operator: Select an operator to use on values in the selected column (Count, Sum, Average, Maximum, or Minimum). The operators are the same for all column types.
  • Operator Label: When the calculation results are displayed in the Data-Viewer Web Part, you can accept the default label for the results (the name of the operator) or you can enter your own label.
3.
  1. Text Formatting pop up screen Click the edit icon (edit icon.png) in the Format column to access the Text formatting pop-up.
  1. Define the format for the Operator Label and the calculation result by specifying,font, style, size, color (foreground), shading (background), etc.
4.

calc with grouping result example.pngSelect Yes in the On Grouping? drop down if you want the calculation result and the Operator Label to appear in the group headers.

NOTE:
1. The default value for this field is NO.
2. For more information about grouping click here

5.

Select where you would like to position the calculation results in the data view. You can display results above the data set, below it, or both.

NOTE: The results will appear in the column that is associated with the rule, either at the top of the list or at the bottom. If On Grouping? is set to Yes, the result will appear on the right side of the group headers.

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

Result:
This configuration…

sample calc config.png

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

example of calculation.png

NOTE: This configuration uses the alias Project Name for the Title column and the Operator Label is set to Number of Projects:.

Configuration Infographic Overview of Configuration Screens

Use a Bamboo List Rollup as the Data-Viewer data source

Use a Bamboo List Rollup as the Data-Viewer data source

Configuration Infographic Overview of Configuration Screens

ListRollup Bamboo List Rollup is one of the four available data sources for Data-Viewer.

When working with List Rollup keep in mind:

  • Data-Viewer can connect to Bamboo List Rollup Schemas and Data Views from List Rollup 5.0 or higher.

  • List Rollup must already be installed (sold separately) and a rollup created in order to use Bamboo List Rollup as a data source. For information on how to create List Rollups, view the List Rollup Online Documentation.

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

To configure Data-Viewer to display data from a Bamboo List Rollup:

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 Bamboo 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

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

The Bamboo List Rollup 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.

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

  • A List Rollup Schema created with List Rollup Schema

  • A List Rollup Data View (Classic Edition) created with
    List Rollup Classic

    Information on the differences between the Bamboo List Rollup tools is available
    here

Radio buttons to select List Rollup type

Icon-Tip The List Rollup Schema is the preferred List Rollup aggregation method. List Rollup Data View (Classic Edition) is available to support legacy aggregations.

3.

Enter the location of the schema or Data View then click the Load List Rollup… button.

  • If you selected List Rollup Schema in the previous step, enter the SharePoint Site URL where the schema you want to display was defined. The Schema definition may be in a different site collection. Schemas definitions are stored in a known list and therefore, only the site URL is needed.

  • If you selected List Rollup Data View (Classic Edition), enter the URL of the page that contains the Data View you want to display. Data Views are web parts themselves and exist on a particular page of a site. The page may be in a different site collection.

    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.

The predefined rollups associated with the List Rollup source selected will be listed in List Rollup… drop-down selector.
Image of the Page or  Site URL field and the Load List Rollup 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:
    1. Multiple Alternative Access Mappings are being used
    2. The Web part will be included in a site template
4. Select the Schema or Data View rollup to display. List Rollup schema/ data view drop down selector
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

6.

You have now configured the web part to use a Bamboo List Rollup 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