Summarize a SharePoint list

_{Wednesday, April 13, 2011 10:26 PM}

I don't know if it's me or SharePoint but I can't seem to get a fairly simple list summary. Like this:

List data (what I have):

SalesPerson ItemSold

Bob Shirt

Henry Shirt

Jane Pants

Henry Pants

Jane Shirt

Summary (what I want):

SalesByPerson:

Bob 1

Henry 2

Jane 2

Googling it, I see lots of people suggest a master's degree in XSLT before I attempt this. Surely there's some OOTB web part that does basic stuff like this though, right?

_{Thursday, April 14, 2011 12:37 AM ✅Answered}

This can be down with Group levels. For the view I created a grouping level and it ounts how many there are for each leve.  CLick the link below to show the out come.

Here is a link to my personal site with a view I have created to do just this.

http://www.sharepoint2010now.com/Lists/Column_formula_Examples/ForMSDN.aspx

Grouping levels are created by opening the list and then in the ribbon click uncer "List Tools" click List... then click  Create View... the page will ask you when kind of format you want click Standard View... Choose a field name for your view. Scroll down till you see "Group by" Click the plus (+) sign to the left of "Group By" In the box marked "First group by the column:" click the dropdown arrow click the filed you want to group by.  THen click OK.  This should bring you to your view of what you are looking for.

Good luck,

Gary

Gary Newman MCSE, MCT, CCNA MCDBA, MCAD, MCSA MCTS SharePoint 2007 Dev & Admin MCPD SharePoint 2010 Development

_{Thursday, April 14, 2011 1:05 AM ✅Answered}

You have to use GroupBy option. TO get GroupBy option for SalesByPerson, you have to select the person field in GroupBy Dropdown box in Edit View / Create View page.

If you move to Create View / Edit view page, there was a First Group By Column drop down list on GroupBy section, which contains set of fields availabe on that list. Select the appropriate field (Here you have to select the person field).

This will give you the person name with the count of items he purchased.

Regards,
Shantha Kumar .T | MCPD - SharePoint Developer 2010 | MCITP - SharePoint Administrator 2010 |
(B) Shantha Kumar's Blog | (T)Follow me | (C) IOTAP

_{Thursday, April 14, 2011 9:47 AM ✅Answered}

You can create a new List View under Group by select Sales Person and then under Totals select Count for ItemSold. This will show you total count on top and then a count against each group and expanding group will all show indivudal items. Hope this helps.

_{Thursday, April 14, 2011 1:09 PM}

Yeah I was thinking more of a standalone table - like a query against the list. I'd like to have a little dashboard overview on the home page without all the overhead of loading the complete list.