Data-Viewer User Manual

Data-Viewer

Analyze data from various sources within SharePoint using a single, customizable grid view solution.

User Manual

Configuring the Data-Viewer Web Part

After installing the Data-Viewer product to your app catalog and licensing the product using our Tenant Manager, you will see one new web part available for you to add to a page.

To begin, add this webpart to any page and click the blue “Configure Data Viewer” button:

Data-Viewer by Bamboo Solutions

This webpart allows you to configure your data viewer chart with your preferred parent list and any nested list you would like to add. Here you can establish rules, relationships, calculations, and custom styling; there is even a step-by-step tour of the webpart available.

**After setting up the webpart initially, you can always come back and make changes by selecting the gear icon on the top right-hand corner of the screen. This icon appears while your page is in edit mode.

Data-Viewer Fields—Data Source Type:

• Enter a Site URL Containing the SharePoint List or Library – SharePoint Site URL:
  • Type in your URL, this will auto-populate with the current domain/site collection of the page you are working on
  • Press load to populate options into the next field
• Select a SharePoint List or Library to Display:
  • This is a dropdown is populated with existing lists and libraries from the link you entered in the previous field
• Select Columns to Display
  • Click this button and checkmark the columns that you would like to be displayed in the data-viewer (further options in Columns to Display will be expanded upon below)
• Select List Views
  • Use this option to define which list view (previously setup in SharePoint) you would like data viewer to use to pull in the data
• Description:
  • This auto populates with the SharePoint data associated with the list or library you select in the "Select a SharePoint List" step
• List or Library Type:
  • This auto populates with the SharePoint data associated with the list or library you select in the "Select a SharePoint List" step
• Manage Date-Time
  • Toggle whether to show date fields with or without times
• Folders or Flat
  • A radio button option to display the list either with folders or as a flat view
• First Sort by the Column
  • Select the first column you would like the list to be sorted by
  • You can choose to order this column in ascending or descending order
• Then sort by column
  • Select the second column you would like the list to be sorted by
  • You can choose to order this column in ascending or descending order
• Configure Item Filtering
  • You can choose to create a custom filter on the list or use an existing view on that list or library to filter
• Define Item Grouping
  • You can select the first and second columns by which you would like to group, each can be sorted by ascending or descending order
  • You can choose whether the groupings should show up collapsed or expanded by default
• Limit item Checkbox
  • You can limit the number of items per page and/or the total number of items that can appear in the webpart
• Save button saves your changes
• Reset button clears the above form

Data-Viewer Fields—Data Source Type- Columns to Display:

In the Columns to Display popup module there are many options that you can manipulate. Whenever you are changing a field, ensure that the checkbox for that row is checked when you are making changes, or they will not be saved when you select the save button.

• Sort
  • The sort column uses drag and drop to allow you to change the order in which the columns will appear on your data viewer application
• Column Name
  • This shows the SharePoint assigned name for the columns you have pulled in from your list or library
• Column Alias
  • This allows you to assign a new name (in data viewer only) to a column overtop of the actual column name assigned from SharePoint
• Column Width(Pixels)
  • This is assigned to "Auto" until the "Set Custom Column width" checkbox is checked, when that is checked the column width can be given a set custom number in pixels
• Justification
  • This gives you the option to change the data justification between left or right justified
• Word Wrap
  • If checked, this allows data to wrap around inside of its cell instead of running off the side of the cell if too long for a custom width assigned

Data-Viewer Fields—Data Analysis |Nested Data Settings:

• Display Nested Data
  • Check this box to show a list nested under the list identified in the data source type tab
• Select a SharePoint List or Library to Display
  • Select your list you would like to display as a nested list
• Select Columns to Display
  • Click this button and checkmark the columns that you would like to be displayed in the data-viewer
• Link Parent and Nested Data Sources (this data should match)
  • Nested Data Source Column
    • This column should identify the key field from the nested list
  • Parent Data Source Column
    • This column should identify the key field from the parent list
  • Both key fields from the parent and nested list must be selected in the “columns to display” section for the nesting to function
• Folders or Flat
  • A radio button option to display the list either with folders or as a flat view
• First Sort by the Column
  • Select the first column you would like the list to be sorted by
  • You can choose to order this column in ascending or descending order
• Then sort by column
  • Select the second column you would like the list to be sorted by
  • You can choose to order this column in ascending or descending order
• Configure Item Filtering
  • You can choose to create a custom filter on the list or use an existing view on that list or library
• Limit item checkbox
  • You can limit the number of items per page and/or the total number of items that can appear in the webpart
• Save button saves your changes
• Reset button clears the above form

Data-Viewer Fields—Data Analysis |Conditional Formatting:

• Define Parent List Conditional Formatting Rules: Add Rule
  • This allows you to add a rule to the parent list to change the formatting and appearance of your parent list
• Define Nested List Conditional Formatting Rules: Add Rule
  • This allows you to add a rule to the nested list to change the formatting and appearance of your nested list
• Save button saves your changes
• Reset button clears the form

Data-Viewer Fields—Data Analysis |Calculation:

• Define Parent List Data Calculations: Add a Rule
  • Allows you to make calculations with columns in the parent list and determine where and how they appear in your data-viewer webpart
• Define Nested List Data Calculations: Add a Rule
  • Allows you to make calculations with columns in the nested list and determine where and how they appear in your data-viewer webpart

Data-Viewer Fields—General Settings:

• Allow columns to be resized
  • This checkbox is only available when set custom width is check in the columns to display section of the settings
  • This allows a user to resize columns temporarily even if the custom width is assigned
• Allow grid in responsive view
  • Responsive view changes the width and height of the cells based on the size of and type of browser being used
• Allow users to add and remove columns
  • Toggles on and off the ability to access the "columns" dropdown in the ellipses next to the title name of a column which allows users to add and remove columns from their view temporarily
  • Edit Default Fields
    • This subcheckbox, when checked, ensures that the default fields are included in any edit module popups for users, even if they were not initially a part of the module
• Allow filtering
  • Turns on and off the filtering options on the individual columns
• Allow Grouping
  • Turns on and off the grouping options on the individual columns
• Allow Sorting
  • Turns on and off the sorting options on the individual columns
• Allow inline editing
  • Toggles on and off the edit pencil on the grid in dataviewer
  • Add required fields to edit form
    • Toggles on and off adding any required source fields to the inline form
• Enable edit in datasheet
  • Toggles on and off the edit in datasheet button and feature at the top of the application
• Enable add new item
  • Toggles on and off the add new item and feature at the top of the application
• Enable print current page
  • Toggles on and off the Print current page button and feature at the top of the application
• Enable export fo excel
  • Toggles on and off the export to excel button and feature at the top of the application
• Enable export nested data to excel
  • Choose between exporting no nested data, only expanded nested data, or all nested data when exporting to excel

Data-Viewer Fields—Look & Feel:

• Select Accent
  • Pick a color theme from a pre-set list of colors
• Custom styling
  • Use CSS to style your data-viewer
• Custom Height and Width
  • Customize the height and width of your data-viewer application
• Define Column Header
  • Allow hide header: Hides column headers
  • Allow header format: Gives you formatting options for the headers of the columns
• Save button saves your changes
• Reset button clears the form

Data-Viewer Fields—About:

• A place for you to take a quick step by step tutorial of our product and see details about the version of your product