How can I roll up results from a SharePoint list on an InfoPath form RRS feed

  • Question

  • I need to create a management view in InfoPath where I can roll up data from my main SharePoint list.

    • The original InfoPath form captured static data from a secondary source as well as input from users.
    • Static data was filtered by Region:Number. Some of the data could have been captured by using Number alone, but the rest depended on regional variations.  

    In my roll-up view, I'd like to display all Number-related data at the top of each report. 

    At the bottom, I want to display rows of Regions that are associated with the Number.

    Can someone walk me through this process without resorting to code? On the surface, it looks so easy! Hah.

    If everything's under control, you're going too slow. - Mario Andretti

    Thursday, March 20, 2014 7:00 PM

All replies

  • - Is there anything wrong with using a separate view to provide the totals/etc?

    - How about using an Excel report instead of InfoPath?

    - Yes, you CAN use InfoPath... but it's not a GOOD option... list size can dramatically impact the performance, and XPath isn't nearly as expressive as the Excel formula capabilities (or DAX if you're using PowerPivot).

    Scott Brickey
    Strategic Data Systems - for all your SharePoint needs

    Thursday, March 20, 2014 8:10 PM