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SP 2007: Is it possible to click on a customer name on a splash page and have various report templates populate with only their data?

Posted on 2011-09-06
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Last Modified: 2013-11-05
Hi! Please let me preface this with the fact that I am extremely new to SharePoint, so any answers will need to be in very basic terms.

My company has 80 customers. We have lists with their scores in for each month. For example, List A has scores for Cust 1, 2, & 3 for the last year. Lists B-L have the same.

I have a splash page with each Customer listed. I know I can set up a page for each customer with personalized views that will only show them their own data. What I would like to have is a template for a Scorecard that combines data from each of my score lists just for that customer.

For example: If customer 1 goes to their page and clicks on a quick launch for the Scorecard (which I currently have set up in a table with web parts pulling their scores in) it will open the Scorecard with all of their scores on it, which they could then filter to whatever month's scorecard they need to see. I absolutely cannot have them able to see any other customer's information. I would prefer not to have to set up a Scorecard for each of these 80 customers.

My question is: Is this sort ofthing even possible with Sharepoint? And, if so, what sort of processes in SharePoint do I need to educate myself on to accomplish this.
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Question by:McQMom
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svetaye earned 2000 total points
ID: 36491493
Hello,
Yes, it's possible.
You can use a Data View Web Part to show the Customer list and edit the Customer URL to add a URL parameter to the URL.
The customers page need to redirect a user on click to a customer name to URL like this:
http://hostname/site/customerData.aspx?Customer=CustomerName

On the target page you will need to place a couple of Data View Web Parts show data related to current customer. You can filter data in a Data View by using query parameter(URL Parameter: Customer=Customername).
Please take a look at these articles:
http://support.microsoft.com/kb/831093

http://www.sharepoint911.com/blogs/laura/Lists/Posts/Post.aspx?List=676af157-7d96-4e15-a987-54b8a3e4d948&ID=81

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Author Closing Comment

by:McQMom
ID: 36492073
AWesome! Thanks so much...I'll start reading up on ll of those....
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