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I need to create a custom view from multiple related lists. List A has a drop down field that I would like to use the value to create a custom view. List B contains payments received for each of the items in List A monthly. I would like to create a view that displays List A Value 1 with all the related List B Values and then shows the total amount received of all the items in List B. To further complicate things List B spans multiple years and I need the user to be able to Select the Year and then the Drop Down Value in List A to generate the "Custom View"

  • Hi , your question not clear.. Would you like to create new form which should allow users to select a fields from list A & B? Please explain – Sabitha S Sep 7 '16 at 11:55
  • Sorry, no I am trying to create a View/Report List A would be Accounts and List B is payments received on the accounts, these entries are by Month and Year. What I need is a way for the Site users to select the type of account and see all payments received by the year and with totals. List A contains multiple accounts that are the same type so we need to see how much money was earned based on Year and Type. Does this help? – ITT4R CORP Sep 7 '16 at 12:00
  • Create a view -> apply Group by Account then Year-> to calcualte Total choose payment column SUM value under Total – Sabitha S Sep 7 '16 at 12:31
  • The problem is the Account Type is in one list and the payments to be totaled are in another list. – ITT4R CORP Sep 7 '16 at 12:35
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    In that case have to create a lookup column in main list. otherwise use Client side rendering method to create a view codeproject.com/Articles/620110/… – Sabitha S Sep 7 '16 at 12:54
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To show data from multiple lists, you can use Content Query webpart. For reference:

https://support.office.com/en-us/article/Display-data-from-multiple-lists-with-the-Content-Query-Web-Part-d560f477-8fc1-4258-aeb2-70aa932e07da?CorrelationId=369f6118-03b3-4e5d-8d09-f1668944080f&ui=en-US&rs=en-US&ad=US&ocmsassetID=HA010174134

Or you can create a DataView to show data from multiple list. For reference:

https://support.office.com/en-us/article/Display-data-from-multiple-sources-in-a-single-Data-View-f9898d20-a5ab-4973-9d16-9f4e4c088ae1

  • So these say SharePoint 2007 will this work with SharePoint Online Lists? – ITT4R CORP Sep 9 '16 at 13:31

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