SharePoint - Summing Calculated Columns By Groups (DVWP)
- by Mark Rackley
I had a problem… okay.. okay.. so I have many problems… but let’s focus on one in particular or this blog post would never end… okay? Thank you…. So, I had an electronic timesheet where users entered hours for each day of the week. It also had a “Week Total” column which was a calculated column of the sum. The calculated column looked like this: Pretty easy.. nothing spectacular. So, what’s the problem? WELL……………….. There is a row in the timesheet for each task a person worked on in a given week. So, if you worked on 4 tasks, you would have 4 rows of data, and 4 week totals for that week: This is all fine and dandy, but I want to know what the total was for the entire week. Yes.. I realize the answer is 24 from my example… I mean, I know how to add! I just want SharePoint to display it for me for the executives (we all know, they have math problems). You may be thinking, hey genius (in a sarcastic tone of course), why don’t you just go to the view and total on the “Week Total” field. What a brilliant idea! Why didn’t I think of that… let’s go to the view and do just that…. Ohhhhhh… you can’t total on a Calculated Column.. it’s not even an option… Yeah… I had the same moment. So, what do you do? Well… what do you think I did? 1) Googled “SharePoint total calculated column” 2) Said it couldn’t be done 3) Took a nap 4) Asked the question on twitter? The correct answer of course is number 4… followed by number 3… although I may have told my boss number 2 so that I look more brilliant than I am? It’s safe to say I did NOT try to find the solution on my own doing step 1… that would be just WAY to easy… So, anyway, I posted the question on Twitter and it turns out several people had suggestions from using jQuery to using DVWPs. I tend to be a big fan of the DVWP except for the disgusting process of deploying them to another farm.. ugh… just shoot me…. so, that is the solution I went with. Laura Rogers (@WonderLaura) has a super duper easy to follow video on the subject over at EndUserSharePoint.com: SharePoint: Displaying Calculated Column SUMS in a View (Screencast) Laura’s video was very easy to follow and was ALMOST exactly what I needed. She does a great job walking you through every step of summing up a calculated field which was PART of my problem. The other part was my list is grouped by date! So, I wanted to see for a given week, the summed “Week Total” of hours. Laura got me on the right track with her video and I dug a little deeper into the DVWP to accomplish my task. So, here are the steps you follow: 1. Click on the "chevron” (I didn’t know it was actually called that until I heard Laura say it).. I always call it the “little-button-in-the-top-right-corner-with-the-greater-than-sign”.. but “chevron” is much shorter. So, click on the chevron, click on “Sort and Group”. The Add the field you want to group by, in my example it is the “Monday Date” of the timesheet entry. Make sure to check the check boxes for “Show Group Header” AND “Show Group Footer”. Click “OK”. The view now shows the count of each grouped set of data: Interesting, this looks very similar to Laura’s video… right? So, let’s take a look at the code for the Count: Count : <xsl:value-of select="count($nodeset)" />
Wow, also very similar… except in Laura’s video it looks like:
Count : <xsl:value-of select="count($Rows)" />
So.. the only difference is that instead of $Rows we have $nodeset. It turns out the $nodeset will go through each Row in the group just like $Rows goes through each row in the entire view. So, using the exact same logic as in Laura’s blog except replacing $Rows with $nodeset we get the functionality of being able to sum up the values for a group. So, I want to replace “Count: #” with the total hours, this is done using the following changes to the above code:
Week Total : <xsl:value-of select="sum($nodeset/@Monday)+sum($nodeset/@Tuesday)
+sum($nodeset/@Wednesday)+sum($nodeset/@Thursday)+sum($nodeset/@Friday)
+sum($nodeset/@Saturday)+sum($nodeset/@Sunday)" />
Our final output has the summed hours for each group!
So… long story short… follow Laura’s blog, then group your list, then replace “$Rows” with “$nodeset”. One caveat, this will not work if you group by a person field. For some reason the person field does not go through each row in the group. I haven’t dug into this much yet. Maybe if I find some time… whatever that is…
Anyway, Laura did all the work, I just took it one small step forward… as always, feel free to leave any additional insights you may have. We’re all learning here!
