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Roll-Ups – Connections and Displays

The Roll–Up Connections and Displays are configured to connect to data across your SharePoint environment allowing you to display that data in meaningful ways. The Roll-Ups permit you to aggregate data from across multiple lists or libraries, multiple sites, site collections, and even virtual servers. You can then leverage a variety of pre-configured displays, including:

  • Tree View Roll-Up: works with any type of list or library and presents the information based on the sites that it came from. Take A Closer Look.
  • Spreadsheet Roll-Up: a flat display that works with any type of list or library. It can be organized using a combination of sorting, filtering, or grouping.
  • Calendar Roll-Up: works with any list or library that has a date field. It displays the information in a calendar-style view, allowing you to see events in a calendar, as well as other date-related information such as tasks by due date, milestone dates, or vacations.
  • “My” Roll-Up: works with any type of list or library but only shows information related to the current user. For example, you can see only those tasks assigned to you or documents that you created.
  • Chart Roll-Up: gives you the option of displaying your information through a variety of charts, including bar charts, (horizontal and vertical), pie charts (2-D or 3-D), and Gantt charts.


Roll-Up Wizard
If one of the pre-configured Roll–Up web parts mentioned above does not meet your specific needs, you can easily build your own in about 3 minutes. The Roll–Up Wizard allows you to create your own Roll–Up web parts to connect to specified information and display that information in one of the many display formats described here. Learn More.

Would you like more information? Please contact us.

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