Thursday, June 28, 2012

Sharepoint Reports : Group By View


Creating a group by view is perhaps one of the most powerful tools in Sharepoint. Out of the Box, Sharepoint provides you with a great reporting feature which can help you get data presented in a very logical and "report like" fashion.

The steps below will describe the process :

Create a column in the document library which maps to your folder name (e.g. Category)


Upload document(s) to this library, add category info   




On the ribbon > Go to Library Tab and select Create View




Choose a base Existing view: All items



Choose public  view and Give your view a name: say “Group By” and choose the fields to be displayed on your view



Go to the Group by section to select the Category as your Group By parameter




You can access this view from the breadcrumbs as shown below



To add this view on any page > go to Edit page




In the web part settings:




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