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So here's my situation. I have a list used to track bids for a construction company. Each item represents a bid this company has submitted and includes the dollar amount, square yardage and status (pending, cancelled, got job, etc).

What I need to do now is find a way to present the users with a roll up of totals and percentages by status. Basically I need a way to find:

Total dollars and Sq. Yds where status = "Pending" - This can be done on the view using the "Totals" option.

The sticky part is I also need to show Status "Pending" represents [x] percent of total dollars and sq. yds

I've tried using a content query web part, no good there. I also tried using a separate list to keep a running tally whenever the parent list had an add/update/delete but the workflows got unwieldy and didn't work properly (I can't believe there's no for each for SP workflows). I saw some promising entries on using REST with workflows but the server doesn't have the 2013 workflow engine installed.

Is there a way to do this out of the box or am I going to be stuck writing a custom web part for this?

  • Does your OOTB requirement also include not using ClientSideRendering? – Danny '365CSI' Engelman Aug 4 '15 at 15:33
  • I honestly didn't know that was a thing. The last time I did any custom SharePoint development was for 2007.Very interesting. – Dan S. Aug 4 '15 at 16:10
  • If SharePoint 2013/Online is the latest Mustang, then SharePoint 2007 is the cart they drove around in the Roman Empire.. – Danny '365CSI' Engelman Aug 4 '15 at 16:29
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Yes, do look into CSR and JSlink

An alternative is used here: Calculate the average value of an array from sharepoint listitem

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  • No joke, I was JUST looking at that question. That's exactly what I need. Thanks. I was about ready to install and crack open SSRS for the first time in over a decade, which I was absolutely NOT looking forward to. – Dan S. Aug 4 '15 at 16:37

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