I want to create a search that filters the records like Display the name of every customer and Sum of amount of orders placed by that customer in the last thirty days. I want to apply the search on sales orders.
In the results Tabs try this:
In Sharepoint 2013 I have 2 (simplified) lists:
Suppliers
Supplier Number
Buyer Name
Buyers
Supplier Number
Buyer Name
In the Suppliers list, I need to periodically update the Buyer Name for all rows in the list. The buyer assignments are periodically changing.
I don't think I can use a lookup field in the Suppliers list because the data is being exported to the list from an Access 2003 database. The Supplier Number is not being manually entered into the list.
What is the best way to create a routine that will get the value in Suppliers.Supplier Number, look it up in the Buyers list, then update Suppliers.Buyer Name with that value, assuming one is found?
I just need to be pointed in the right direction, I think.
Thanks
Mike Thomas
What you are trying to achieve is feasible with the use of SharePoint Timer Job. Where you can write a logic about reading a one list(Suppliers) and settings its value in the another list(Buyers). You can also set its running time as Daily, Monthly , Yearly or even every minutes
Refrence:
https://sharepoint.stackexchange.com/questions/43965/copy-an-item-from-one-list-to-another-list-using-custom-timer-job-creation
I use Excel to store information about purchased products and invoices (according ID, Item!, Quantity, Price(per), Date etc.). Every time I have to put the new information about orders into table. For example: I have an order. First I create new rows in table for each order. Then I purchase them and after delivery I can fill the rows. But sometimes I order the same item, but with different price and quantity or I should to order more, since last time was not enough.
Therefore, I want to create a "program" in Excel to organize them and to check the order status, whether task already done or not.
The problem is that I can't use the same cell for different prices. And reorder can be also not sufficient.
Any kind of help is welcome!
P.S.
I can do it in MS Excel?
Do I have to learn maybe MS Access?
Is there any freeware relevant for my purpose?
I have 2 lists, say, Fruits & Orders.
Orders has a number field FruitID that links to the ID field of Fruits.
Orders also has a number field OrderValue which stores the value of the specific order.
I want to find out the total sale for a particular fruit. I am doing this calculation in a workflow for the specific fruit. Is there an easy way (read 'no coding')?
See the list of standard workflow actions here:
http://office.microsoft.com/en-us/sharepoint-designer-help/workflow-actions-in-sharepoint-designer-2010-a-quick-reference-guide-HA010376961.aspx
There is no select, or looping functionality.
I suggest writing a custom workflow activity, sand boxing should work
http://www.wictorwilen.se/Post/Sandboxed-workflow-activities-in-SharePoint-2010.aspx
Is there a way to create a SharePoint calculated column that returns a count of the number of entries in a list? So If I have 3 customers in my list with the company "Starbucks" I'd like the field to return "3"
(Edited some wording for clarity per suggestion from dariom).
You may be able to get what you want with another list using a not-so-well-known variation of a lookup column.
Let's say you have a list called Companies with values in the title column like "Starbucks", "Peets", etc. Now you also have the Customers list you refer to, but the "Company" column is a lookup column pointing to the title column in the Companies list.
You can add a count very similar to what you described to your Companies list. Go to your Companies list, add a column of type "Lookup" referring to the Customers list and you'll notice that in the drop-down area where you define the lookup if you point back to the Customers list, you'll have a new option called "Count Related". This is here automatically because it recognizes that the Customers list has a lookup pointing back to this one. Select that Count Related option and now your Companies list will have a column counting how many customers are associated with that company.
No coding, Javascript hacks, or anything. Just hidden SharePoint auto-magic.
No, I don't think there's a way to do this using the out-of-the-box calculated column.
Some other ways you could accomplish this are:
Create a view for your list that with a group by on the company field and include the total count. This is easiest, but might not be exactly what you're looking for.
Create a custom column type that executes a CAML query to find items that you're interested in. There is a learning curve if you've not done it before and if the list that you're adding this custom column to has lots of rows, you'll be executing a query for each row which is inefficient - it'll be OK for a small number of rows.
Use an event handler on the list that updates a column value each time a new item is added or removed from a list. This is easier, but can also be inefficient if you have a large number of items in your list.
As dariom said (damn my slow typing skills, +1!), only the current row can be operated on with calculated columns by default in SharePoint. There are a couple of documented workarounds involving SharePoint Designer or jQuery, though.
You can get a Count of specific list items in an XSLT Data View
To do this you will need SharePoint Designer.
Right click on your SharePoint List view (ensure the list view contains the field you want to filter by) select convert to XSLT Data View. Then in the Data Source Windows select Data Source Tab and drag and drop the field you want to get a total on for the specific items into where you want it displayed in your XSLT Data View. Click on the numerical value that is showing you should get a lightening bolt icon, select the drop down and choose Count, then select again and choose Filter. Select "Click here to add a new clause" then choose your field name again and enter your unique value as Starbucks and click OK, you can repeat this process for other fields you want the totals on. You will now see the total number of Starbucks items in the list.
I got something similar to work in a way similar to Niall. Basically, I:
Based on the source list, created a Data View Web Part (DVWP) on a "test" web
part page.
Added the footer column, which gives a count.
Set the filter for my conditions (i.e., the items I want to count).
In the code, deleted the recurring items row.
I was left with just the footer, which displayed a filtered count for all the list items. I further customized the footer by taking out the shaded background. Finally, I exported this web part and imported it onto the page where I wanted users to see a total of items in the list (which met the criteria).