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Lost about roll-ups

Last post 10-12-2007 3:05 PM by Mark Miller. 9 replies.
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  • 10-09-2007 1:56 PM

    • airwin_ca
    • Top 50 Contributor
    • Joined on 06-26-2007
    • Richmond Hill, Ontario, Canada

    Lost about roll-ups

    I have been searching to find out if anyone as How to create a simple list roll up in MOSS.  I have to calendars in the same site that I want to combine into one for the end user to see.

    Andrew
  • 10-09-2007 4:01 PM In reply to

    • Scott
    • Top 50 Contributor
    • Joined on 08-28-2007
    • Missouri

    Re: Lost about roll-ups

    There is no free easy way to roll up/merge data from 2 like or definately different lists...into one

    1. You can coneect 2 lists based on one column but this does not merge anything

    2. use the MS Query web part...butit is limited.

    3. use a 3rd party utility/software...CorasWorks or Bamboo and a few others that make roll up web parts.

     The better free route is to have one list/event list/calendar view and make a new column.. drop down choices then filter based on the diferent choices...

    Applies to MOSS 2007 or older viesions.

    Hope this helps

    Hope this helps...
    Scott C
    WSS V2 and SPS 2003 with CorasWorks
    Client Side Person..
  • 10-10-2007 9:07 AM In reply to

    Re: Lost about roll-ups

    Scott's suggestion to use views is a good one.

    Another alternative is to use the integration of Outlook with SharePoint and pull both calendars into Outlook and use the Overlay view. I've had people do that with very good results for 6 to 8 calendars. Outlook pulls in the info from all the calendars. With Outlook 2007, you can push info back to the server so everything stays in sync.

    Hope that helps.
    Mark

     

    Mark Miller, Founder and Editor
    Website: www.EndUserSharePoint.com
    My Motto: No GeekSpeak
    Filed under: , ,
  • 10-10-2007 9:54 AM In reply to

    • airwin_ca
    • Top 50 Contributor
    • Joined on 06-26-2007
    • Richmond Hill, Ontario, Canada

    Re: Lost about roll-ups

    Thanks for the Tip about using Outlook 2007 that works will for us that use Outlook 2007.  I'm trying to wrap my head around the MS Query Web Part as I another project to solve.

    Andrew
  • 10-10-2007 10:07 AM In reply to

    Re: Lost about roll-ups

    The Content Query webpart is where I would start if you've got stuff in the same site. Give me the exact scenario... where are the calendars, what kind of output are you looking for, is a simple list view going to be adequate for what you are trying to do. I'd look to the built-in filtering of content types in the webpart to only pull in calendar data. Let's hear the scenario in detail and see what comes out.

    Mark

     

    Mark Miller, Founder and Editor
    Website: www.EndUserSharePoint.com
    My Motto: No GeekSpeak
    Filed under: ,
  • 10-10-2007 10:27 AM In reply to

    • airwin_ca
    • Top 50 Contributor
    • Joined on 06-26-2007
    • Richmond Hill, Ontario, Canada

    Re: Lost about roll-ups

    There is two scenarios that I have

    First

    There is a IS Site, it currently hase two calendars on it one for when the projectors are booked and the other is when staff are out of the office, I would like to present one calender to any one viewing the site.

    Second

    We have a main customer site with main sub-sites, each customer has it own calendar and we want to roll up to one calender on teh main site.

    Hope that helps.

    Andrew
  • 10-11-2007 10:11 AM In reply to

    Re: Lost about roll-ups

    > a site currently has two calendars

    There are two quick ways to do this with web parts, neither being a perfect solution.

    The first is to use a Content Query webpart that only pulls in calendar information from the site into a single list for consolidation. This is down, dirty and quick but has the problem of not being able to manipulate the view. This means the calendar listing itself  will be shown, but no other information about the event. It will get you all the calendars in the subsites, but again, not very useful if all you can see is the title with no other relevant information.

    The second approach is to use a list webpart. This is actually what you want, but the problem there is each calendar list will need to have its own display area, not really consolidating the content into one view. Still, this is probably a decent solution for your projectors calendar and out of office calendar. You can manipulate the views at the calendar level and then pull the views into your front page. By choosing the appropriate chrome type, you can actually make it appear as one calendar.

    This type of thing is asked for so often, I'm going to post an extended, step-by-step version on my blog along with a video cast. Check in, in a couple days and I should have it up.

    Regards,
    Mark
    EndUserSharePoint.com

     

    Mark Miller, Founder and Editor
    Website: www.EndUserSharePoint.com
    My Motto: No GeekSpeak
    Filed under: , ,
  • 10-11-2007 4:15 PM In reply to

    Re: Lost about roll-ups

    Ok, I had a little extra time today so I created a quick videocast on using the content query webpart to consolidate lists. You can see the video here: http://www.endusersharepoint.com/. Look for the "Calendar Rollups: Is there a solution?" post. There is a better way to do it with list webparts, which I hope to get to tomorrow.

    Mark
    EndUserSharePoint.com

     

    Mark Miller, Founder and Editor
    Website: www.EndUserSharePoint.com
    My Motto: No GeekSpeak
  • 10-11-2007 6:44 PM In reply to

    • airwin_ca
    • Top 50 Contributor
    • Joined on 06-26-2007
    • Richmond Hill, Ontario, Canada

    Re: Lost about roll-ups

    Thanks Mark

     I think the problem with here this asked is some many consultants make it sound so easy to do, and us jack of all trades don't all was get it.

     

    Andrew

    Andrew
  • 10-12-2007 3:05 PM In reply to

    Re: Lost about roll-ups

    The second video on consolidating calendars is online. It shows how to use the list webpart to create a pseudo rollup. Go to the Video On-Demand section. I'd appreciate feedback if you find it useful.

    Mark
    EndUserSharePoint.com

     

    Mark Miller, Founder and Editor
    Website: www.EndUserSharePoint.com
    My Motto: No GeekSpeak
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