September 2008 - Posts

SharePoint Beagle Newsletter - September 2008, Issue 1

SharePoint Beagle Newsletter The SharePoint Beagle Newsletter September 2008
Issue 1
Welcome!

As you can see we have given our newsletter a little face-lift.  In fact we are doing a lot of changing these days.  From a newly branded web site and community site to a whole new perspective on how we support the evolving roles and needs in the SharePoint world.  We are learning from our partners, including Microsoft, that many people didn’t know we were a SharePoint Consulting company.  What’s in a name anyway, eh?  Sure we do training, and our classes are really beginning to have the impact on the organizations that take them; and we are grateful.

We are working with new partners on some exciting new products (that are a little too new to unveil) and know they will be extremely valuable as companies continue to push the envelope on what can be done with SharePoint.

Please check out our new SharePoint Quick Start program which helps implementation teams get a huge head start at being successful.

Enjoy this issue of the Beagle as we dive deeper into the Data View Web Part and other pressing matters.  Keep your nose to the street and watch for fire hydrants!

Today's Tid-bit
The SharePoint Beagle Newsletter articles are now being maintained on the Mastering SharePoint Community site.  We are working on improving the content and navigation so stay tuned.  Regardless of the changes we are making, all the archives will still be available for your viewing.

SharePoint Beagle Newsletter Archives

Getting to Know the Data Form Web Part (Part 2 of 4)
In this 2nd part of the series, Raymond Mitchell dives a bit deeper into the Data Form Web Part (DFWP) and helps you better understand Conditional Formatting.  These techniques can be used for business dashboards, project status pages and much more.

Article
In the first article of this series we introduced the components of a Data Form Web Part. One of the core components of a Data Form Web Part is the XSL which defines how the DFWP will render. You can customize the XSL to change how the DFWP is displayed but before we jump into customizing the XSL code let’s take a look at what SharePoint Designer can do for us.

Conditional Formatting
Data Form Web Parts support conditional formatting which allows you to apply formatting and visibility rules to html elements. To work with conditional formatting you’ll need to open the Conditional Formatting task pane on a page with a Data Form Web Part. To open the task pane, open the Common Data View Tasks menu by clicking on the caret in the top-right corner of our DFWP and then select Conditional Formatting...
Read the Complete Article Here
 
Free SharePoint Findability Webinar
Search (Part 5 of 6)
This Thursday at 9:00am (PST), Bob Mixon will be delivering the 5th part on the topic of SharePoint Findability.  In this session the specific topic of SharePoint Search will be uncovered; helping you understand how it works and how to optimize it for your business needs.

If you are interested in gaining a better understand of this topic then you won't want to miss this!

Register Now
 
FarPoint Spread for SharePoint
FarPoint Spread for SharePointWith over 18 years of spreadsheet expertise it was only natural that FarPoint Technologies would provide an integrated spreadsheet for a technology as dynamic as SharePoint.

FarPoint Spread for SharePoint is a SharePoint Web Part that provides SharePoint users with a feature-rich, customizable and personalized spreadsheet for managing data in SharePoint.. Spread for SharePoint takes Web Part capabilities to the next level by addressing the needs of the SharePoint Users, SharePoint Administrators, SharePoint Developers and System Integrators.

FarPoint Technologies is excited to team with Mixon Consulting and their staff of training and consulting professionals. We look forward to working together to educate the public about the power of SharePoint and the usefulness of third part components when working with it.

Read more about FarPoint Spread for SharePoint
 
Federated Search for SharePoint
This may not be recent news; however, we have had many requests for the new Federated search features now available for SharePoint.  To be honest, the download is free and the installation quite easy!

The SharePoint Infrastructure updates, available for WSS and MOSS, will add the ability to manage Federated Connectors; many of which can be found on the Microsoft Enterprise Search site.

Before you go any further, please make sure you have a recent and accurate backup of your entire system.  You may also wish to perform this install during off-hours, it will restart IIS.

Follow the instructions provided on the Microsoft SharePoint Team Blog to install the infrastructure updates.

Once you have successfully completed the infrastructure update install, you can download and import the Federated Search Connectors.

If you would like help planning for and installing these features, please contact Mixon Consulting, Inc. at www.MixonConsulting.com.  We have staff with expertise in Enterprise Search, Installation, Configuration and Improving Search Results in your Corporate Environment.
 
Learn to Build "Real World" Solutions with SharePoint MVP Bob Mixon

Mastering SharePoint Virtually Live: Building "Real World" Solutions
The goal of this workshop is to provide students with the knowledge and skills necessary to build information/document management and collaboration solutions on Microsoft SharePoint.

The workshop will focus on the core features and functionality included in SharePoint 2007, how to use them, and how to plan and design for them.

Delivered virtually live by, 3-time Microsoft SharePoint MVP, Bob Mixon.

$100 Early Bird Special Discount.
Complete workshop description here.

10/14/2008 to 10/17/2008 - Register Now!
11/18/2008 to 11/22/2008 - Register Now!
Bamboo Solutions
Project Management Suite
Bamboo Solutions Project Management Suite
Receive a 5% discount on all purchases at the Bamboo Solutions store by entering the code TABBM08.
 
 
 
 
Mixon Consulting, Inc.
Experts with Microsoft SharePoint Products and Technologies
Copyright © Protected by Mixon Consulting, Inc. 2008, 2009 - All Rights Reserved

Getting to know the Data Form Web Part (2 of 4)

 Advanced Data Form Web Parts

In the first article of this series we introduced the components of a Data Form Web Part.  One of the core components of a Data Form Web Part is the XSL which defines how the DFWP will render.  You can customize the XSL to change how the DFWP is displayed but before we jump into customizing the XSL code let’s take a look at what SharePoint Designer can do for us.

Conditional Formatting

Data Form Web Parts support conditional formatting which allows you to apply formatting and visibility rules to html elements.  To work with conditional formatting you’ll need to open the Conditional Formatting task pane on a page with a Data Form Web Part.  To open the task pane, open the Common Data View Tasks menu by clicking on the caret in the top-right corner of our DFWP and then select Conditional Formatting:

Figure 1

Figure 1 – Opening the Conditional Formatting task pane

 

You should then see the Conditional Formatting task pane and usually one existing condition:

Figure 2

Figure 2 – The Conditional Formatting task pane

 

Note that the create button is disabled because we have not selected an HTML element to apply any conditional formatting to.  Let’s create a new Conditional Formatting rule that will change a table row’s background color based on the color selected in the list.  First, we need to select a row (which isn’t always as easy as it sounds).  If you are lucky, you can position the mouse just right to give you the option to select a row.  I find it is easier to simply select a cell and then choose select row from the menu:

Figure 3

Figure 3 – Selecting a Table Row

 

Once you have selected a row you should also see a selected <tr> in the Quick Tag Selector:

Figure 4

Figure 4 – The Quick Tag Selector

 

At this point you are ready to add a conditional formatting rule.  Choose create from the Conditional Formatting task pane and choose Apply formatting...

Figure 5

Figure 5 – Opening the Conditional Formatting task pane

 

Next we need to define when the formatting will occur by defining the condition.  In this case we’ll apply formatting when the Color field is set to Red:

Figure 6

Figure 6 – Adding Condition Criteria

 

Now we are presented with the Modify Style dialog.  From here we can define what to do when our condition is met.  In this case, we’ll just set the background color to red:

Figure 7

Figure 7 – Applying a style to your Conditional Formatting

 

Once we press OK, our conditional formatting is revealed using SharePoint Designer’s live preview:

Figure 8

Figure 8 – Live preview of Conditional Formatting in action

 

Behind the scenes

So what is really going on here?  It isn’t Magic - it is XSL.  Select your row again (if it isn’t already selected) and switch to the code view.  The corresponding html for the row you selected should be selected in the code view as well:

Figure 9

Figure 9 – XSL <tr> definition

 

The part we’re really interested in is highlighted below:

Figure 10

Figure 10 – Conditional Formatting applying style to a <tr>

 

For those of you that don’t read XSL, the attribute tag is used to add an attribute to the parent tag.  In this case it is adding a style attribute to our TR tag.  The value of the style attribute is determined by the XSL "if" statement which determines if the @Color element is equal to the text value Red.

Digging into XSL

Now that we can see what’s going on, let’s change the XSL to make it a little more useful.  We have several colors defined in our list so we probably don’t want to define a separate condition for each color.  Another option is to use the XSL "choose" tag:

Figure 11

Figure 11 – Updating the XSL by hand

 

The XSL "choose" tag allows us to configure multiple conditions and results.  The downside is that we lose the ability to see direct XSL customizations reflected in the Conditional Formatting task pane.  It does, however, allow much more complex rendering:

Figure 12

Figure 12 – Conditional Formatting in action

 

Not just pretty tables, my friend

A lot of people that are new to the Data Form Web Part use conditional formatting and custom XSL to create dashboards with highlighted lines (etc), however, that’s not all the Data Form Web Part is good for.  Some other examples I have seen include:

·         Generating customized Mobile views of SharePoint lists

·         Displaying Flash (.swf) files stored in a document library

·         Generating JavaScript that interacts with page objects such as Google/Live Maps, Windows Media Player, etc

Conclusion

The ability to customize the XSL of a Data Form Web Part is what makes it such a powerful tool for displaying data in SharePoint.  In my next article we will focus on the FORM in Data Form Web Part as we look at how to edit and save data using the Data Form Web Part.