Note: The List Rollup data source option NOW ALLOWS nested child data.
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MashPoint/BDC. This option allows you to use Bamboo's MashPoint or SharePoint's Business DataCatalog (BDC) to connect to your external data on WSS. To learn more about MashPoint, see What is
Apptix Live Support: 866-428-0128 Email Support: [email protected] Available Columns. Once you have selected your data source, you must select the columns you want displayed in the Web Part. (Required)
Nested Data Settings (for the SharePoint List data source). These settings allow you to show child data connected to the master SharePoint List or SQL table/view data through a Lookup column or reference field.
(Optional)
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Show Nested Data. Select this check box to enable showing child SharePoint List data in the Web Part.•
Child List. Select the child SharePoint List you want to display.•
Child List View. Select the child SharePoint List View.•
Child Column. Select the column in the child list that has data that matches the data in the Parent Column field. This creates a link between the two data sets that enables you to view the nested data in the Data-Viewer Web Part.•
Parent Column. Select the column from the parent (i.e. master) list that has data that matches the data in the Child Column field. This creates a link between the two data sets that enables you to view the nested data in the Data-Viewer Web Part.•
Child List Available Columns. Select the child list columns that you want to display in the Web Part. These columns are displayed directly beneath the master list row in the Web Part. You must click the+ to expand the row and show the child data. See How Does it Work? for more information.
Nested Data Settings (for the List Rollup data source). These settings allow you to show child data connected to the master List Rollup data view through columns linked through matching data. (Optional)
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Show Nested Data. Select this check box to enable showing child List Rollup data in the Web Part.Apptix Live Support: 866-428-0128 Email Support: [email protected]
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Child Column. Select the column in the child list that has data that matches the data in the ParentColumn field. This creates a link between the two data sets that enables you to view the nested data in the Data-Viewer Web Part.
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Parent Column. Select the column from the parent (i.e. master) list that has data that matches the data in the Child Column field. This creates a link between the two data sets that enables you to view the nested data in the Data-Viewer Web Part.•
Child List Available Columns. Select the child list columns that you want to display in the Web Part. These columns are displayed directly beneath the master list row in the Web Part. You must click the+ to expand the row and show the child data. See How Does it Work? for more information.
Nested Data Settings (for the SQL Table data source). These settings allow you to show child data connected to the master SQL Table through columns linked through matching data. (Optional)
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Child Table. Select the child SQL table you want to display.•
Child Column. Select the column in the child list that has data that matches the data in the Parent Column field. This creates a link between the two tables that enables you to view the nested data in the Data-Viewer Web Part.•
Parent Column. Select the column from the parent (i.e. master) list that has data that matches the data in the Child Column field. This creates a link between the two tables that enables you to view the nested data in the Data-Viewer Web Part.•
Child Table Available Columns. Select the child table columns that you want to display in the Web Part. These columns are displayed directly beneath the master list row in the Web Part. You must clickthe + to expand the row and show the child data. See How Does it Work? for more information.
Group By Settings. Set the Web Part to automatically default to group by the selected column or field. (Optional)
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Select a Field. Select a column or field to group the data in the Web Part.•
Show Groups in Ascending Order. Select this check box to list the groups in ascending order.•
Show Groups in Descending Order. Select this check box to list the groups in descending order.•
By default, show groupings Collapsed or Expanded. Select to display the groups expanded or collapsed by default.Sort Settings. Set the Web Part to automatically default to sort by the selected column or field. (Optional)
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Select a Field. Select a column or field to sort the data in the Web Part.•
Show Items in Ascending Order. Select this check box to list items in ascending order.Apptix Live Support: 866-428-0128 Email Support: [email protected] Filter Settings. Set the Web Part to automatically filter the data displayed to the user. (Optional)
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Show items when. Select the column or field, select the comparison element (i.e. is equal to), and then enter the value to filter on.•
Show more filter fields. Click this link to enter more criteria for the filter using an And/Or.Conditional Formatting Settings. Set conditional formatting on both the master data source as well as nested data. See About the Conditional Formatting Settings for information on limitations. (Optional)
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Master Data Formatting and Nested Data Formatting. The Master Data Formatting section is always available and allows you to apply conditional formatting using data in your Master List,Table/View or List Rollup. The Nested Data Formatting section is only available if you have nested data configured for a Master List or SQL Table/View.
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Format Items When. Select the column, a comparison operator and enter the value.•
Format Preview. Click the blue box to set formatting. A dialog box pops up so that you can set font color (i.e. foreground), background color, underlining, font size, alignment, etc.•
Apply background color to entire row. Select this check box to apply the background color to the entire row instead of only the background of the column cell.Apptix Live Support: 866-428-0128 Email Support: [email protected] Calculated Settings. Users can show, label and format the count, sum, average, max, or min of any column in the parent or child data set.
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Master Data Formatting and Nested Data Formatting. The Parent Grid Settings section is always available and allows you to apply a calculation to a column in your Master List,Table/View or List Rollup. The Child Grid Settings section is only available if you have nested data configured for a Master List, SQL Table/View or List Rollup data view.
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Select a column to perform calculation. Select a column from the drop-down box.•
Operator. Select an operator from the drop-down box. Depending on the data type of the column selected one or more operators are available for selection.•
Operator Label. Type in a descriptive label that is displayed in front of the calculated value.•
Display result location. Select to display the calculated value along with its label either just below the column header, or at the bottom of the grid.•
Click below to format the result. Click the blue box to set formatting. A dialog box pops up so that you can set font color (i.e. foreground), background color, underlining, font size, alignment, etc.•
Add another calculated column. Click this link to add another calculated column.Dynamic Settings. Allow users to filter, group, sort and export items to Excel by selecting the appropriate check boxes. (Optional)
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Allow Filtering. Allows users to filter items from the Web Part user interface. Users can enter values in the filter text boxes to keep filtering the data down to the data set they want to work with.•
Allow Group By. Allows users to group items from the Web Part user interface. Users can drag and drop a column heading to the bar just above the column heading bar. The drag and drop feature only applies to the master list column headings. You cannot group the data by the child list columnheadings. See How Does it Work? for more information.
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Allow Sorting. Allows users to click a column heading to sort items. Click column heading to change state from ascending, descending and no sort.Apptix Live Support: 866-428-0128 Email Support: [email protected]
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Allow Inline Editing. Shows the Bamboo Edit column which contains an Edit icon for each row. Clickthis icon to edit the respective row data directly from the Data-Viewer Web Part interface. See About the Dynamic Settings for more information on limitations.
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Allow add new item. Shows the Add New Item button link at the bottom left of the Data Viewer Web Part. This option is only available for the SharePoint data source when it is connected to a List or a Library. Click the Add New Item link to enter in new item information in a pop-up form.Export Settings. Allow users to export the parent data and the child data to Microsoft Excel to separate Excel Workbook files.
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Allow Export to Excel. Displays the Master Grid Excel Report Export button to export data from the master data source to Microsoft Excel and, if applicable, the Hierarchy Grid Excel Export button to export the child data associated with the master data source to a separate Microsoft Excel spreadsheet.•
Allow Export to MSProject. This feature is only available with SharePoint Project Management Central.Item Limit Settings. Set a limit for the number of items displayed per page and the total number of items the Web Part can display. (Optional)
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Allow Limiting Items. Select this check box to enable limiting items.•
Number of Items per Page. Enter a number to limit the number of items displayed per page.•
Number of Total Items. Enter a number to limit the total number of items displayed in the Web Part.Apptix Live Support: 866-428-0128 Email Support: [email protected]
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Skin. Select this option to choose from twelve different skins: Default (selected theme), Office 2007,Web 2.0, Vista, Telerik, WebBlue, Outlook, Black, Hay, Sunset, Forest and Simple.
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Custom CSS. Select this option to customize the CSS for the Web Part directly. Click the Custom CSSbutton to display a window where you can edit the CSS. See Styling the Web Part for more
information.
Language Settings. Select a language from the drop-down menu to translate the Web Part user interface and tool pane settings. You can also create your own translation or modify the default files available in the drop-down
menu. SeeCustomizing the Translation Settings for more information.