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Friday, November 13, 2009

How to Create a SharePoint Data View Web Part “Rollup” (Screencast)

Laura RogersAuthor: Laura Rogers, Birmingham, AL
SharePoint 911

A common topic that is asked about in SharePoint, is how to roll up information from sub-sites to a top level site, and just generally how to show data from one site on another site.  There are different methods and 3rd party tools that can be used, but here is a simple way to create a roll-up, that you can do yourself, using the data view web part, and a tiny bit of code.  I’m not a developer, I swear!  In this 5 minute screencast, I’ll show you the fundamentals behind creating your own rollup.  This screencast is based on my recent blog post. http://sharepoint911.com/blogs/laura/Lists/Posts/Post.aspx?ID=46, which is where you can read more information, and get more details on how it’s done.


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Laura RogersAuthor: Laura Rogers, Birmingham, AL
SharePoint 911

View all entries in this series: LauraRogers - Data View Web Part Basics»
 

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12 Responses to “How to Create a SharePoint Data View Web Part “Rollup” (Screencast)”
  1. Peter Allen says:

    Laura,

    Great solution and overview on how to do this. This will be very helpful for future projects.

  2. Frank says:

    Laura,
    You are the ‘Queen’ of SPD. This looks great and I can use this on some of our department sites. Like to see how it would work using calendars.

  3. Bhavesh says:

    I am rendering articles from three publishing sub sites together into one DataView Web Part thru linked resources. All three sub sites have different security.

    If user logs in with access to all three sub sites it works fine. But if user doesnt have access to any one of them, it throws following error:

    “Access denied. You do not have permission to perform this action or access this resource.

    I dont know if i done something wrong in the web part configuration in SP Designer or DataView is not able to handle security trimiing ? is there any way i can render security trimming thru DataView Web Part.

    Any help will be much appreciated.

    Thanks in advance.

  4. Chanakya says:

    Great collection of videos!!!
    Thanks

  5. Patrik Stahl says:

    Great screencast again Laura! Thanks.

    This would serve very well in our site but unfortunately I get a “The server returned a non-specific error when trying to get the data source. Check the format and content of your query and try again.” error. Went through your steps one by and made sure I was doing exactly the same things. Slightly frustrating.

  6. Jeremy Howard says:

    Excellent! Thank you.

  7. Dan says:

    This is extremely helpful and relevant, Laura. Whatever you post is gold!

  8. Iain Munro says:

    Hi Laura

    I want to do something like this, but just a little different.

    On my top level site, I will add in all quotes by all customers.

    I have created another site which is called a customer site. What I want to be able to do is show the data from the main quote log on the customer site, but only the quotes that belong to that specific customer.

    Can this be done?

    Iain

  9. Tim says:

    Hi Laura and thanks for these articles. I have managed to get your roll-up solution working but have the following observation: Despite creating a custom content type for use with my custom list, the roll-up includes items from all content types inthe site collection UNLESS the data query within the “current data source” includes a column which is unique to the list I am rolling up. This suggests to me that the roll-up process included all lists, regardles of their content type(s), thank contain all the columns specified in the data query. So, for instance, if I only include the title in the datasource query (and obviously the DVWP) I get everything from the site collection which has a “Title” column in it.

    I hope this makes sense? Am I doing something wrong. I hve been struggling with this for a couple of weeks now and still don’t feel I understand what is happening.

    Many thanks
    Tim

  10. Darren says:

    Dear Laura:

    I followed your instructions to the letter, but when I click in the Design surface after inserting , I lose the Cost Category groupings and the Purchasing Cost currency values. What I’m left with is simply the titles of all the Purchasing items from the various Purchasing lists in my site collection. Do you know why this happens? Up until this point, I can replicate everything you are doing in the tutorial.

    Thanks,
    Darren.

  11. Andy Wyse says:

    Hi Laura

    I just wanted to say a big thank you. This has worked fantastically for me, I’m using it in a slightly different way but excellent all the same.

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  1. [...] How to Create a SharePoint Data View Web Part “Rollup” (Screencast) (End User SharePoint)A common topic that is asked about in SharePoint, is how to roll up information from sub-sites to a top level site, and just generally how to show data from one site on another site.  There are different methods and 3rd party tools that can be used, but here is a simple way to create a roll-up, that you can do yourself, using the data view web part, and a tiny bit of code.  I’m not a developer, I swear!  In this 5 minute screencast, I’ll show you the fundamentals behind creating your own rollup.  This screencast is based on my recent blog post. [...]




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