How to create Master Details View/Report based on 2 different lists

Mohammad Qasim 576 Reputation points
2020-08-13T09:14:02.253+00:00

Greetings,

I have data into 2 list like Master Details

How can i create report to view data based on master record like we have group by method to create view

Problem: Data into 2 different list how to make group by based on master record to show its details

solution Required:
can we create oot( out of the box ) report to show master details reports based on 2 different list ( 1 Master and

other is details list )

SharePoint Server Development
SharePoint Server Development
SharePoint Server: A family of Microsoft on-premises document management and storage systems.Development: The process of researching, productizing, and refining new or existing technologies.
1,608 questions
{count} votes

3 answers

Sort by: Most helpful
  1. MichaelHan-MSFT 18,031 Reputation points
    2020-08-14T06:52:48.457+00:00

    Hi @Mohammad Qasim ,

    You could build connections between the master and details list. Please follow the below steps:

    1. Create a page, insert the Master list and Details list to the page17625-13.png
    2. Edit the Details list web part to build a connection to the master list. As the below picture shows:17530-14.png
    3. Configure the connection settings. Provider Field name is from the Master list , Consumer Field name is from the Detail list.17642-15.png

    Test result:
    17643-test.gif

    1 person found this answer helpful.
    0 comments No comments

  2. Mohammad Qasim 576 Reputation points
    2020-08-17T13:57:59.15+00:00

    I have data like this

    17948-masterdetailsquestions.png
    Solution Required: first it shows data where parent id =0 ( as a master record ) and when I click on master record so it should bring its all child,grand child and so on .( attached image is for reference ). It helps user's to sort out all its relevant record like

    if user click on "ABC" which ID=4 and Parent id=0

    so it should show records where id equals
    5,6,7 and 8 ( not 9 and 10 because 9 is not its child ,itself its master record because its parent Id =0 )

    0 comments No comments

  3. MichaelHan-MSFT 18,031 Reputation points
    2020-08-18T06:45:44.93+00:00

    Hi @Mohammad Qasim ,

    Looks like your data are in the same list. If so, there are no OOB ways to achieve this.

    You need to use some code to achieve this. Please refer to this similar issue:

    https://video2.skills-academy.com/en-us/answers/questions/55065/dynamic-hierarchial-tree-view.html

    0 comments No comments

Your answer

Answers can be marked as Accepted Answers by the question author, which helps users to know the answer solved the author's problem.