How to Display SQL Server Data in a Chart

How to Display SQL Server Data in a Chart

hw27v3-uc3-1.jpgIf your company has data in a legacy database, there may be situations where you need to expose that data graphically in SharePoint. Chart Plus will not only display data from a SharePoint List or Library, it will also chart data from other sources, including a SQL server table or view.
When SQL is selected as your Chart Plus Data Source, the SQL Server Table or View screen will be available under Data Connection Settings.

To create a connection to the SQL server, you will need to follow these steps:

Step Action Result
1. Enter the name of the SQL Server.

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Connection Settings

  • Server Name: Enter the server name where SQL Server is installed.

  • Trusted Connection: Select this option to use the account of the user viewing the chart to access SQL Server data. The account must have at least read access to the table or view.

Only select this option if SQL Server and SharePoint are on the same server, as is the case with a standalone SharePoint installation. To access a SQL Server database on a different server, use the Input an account option.

  • Input an account: If you do not use a Trusted Connection, enter a SQL Server account or a Windows domain account that has access to the table or view.
  • Connect Using Secure Store Service account: Secure Store connection is available in Chart Plus 3.5 for SharePoint 2010. Refer to Microsoft TechNet article Configuring Secure Store to configure the Secure Store Service for SharePoint Server 2010.

Note: Secure Store Service for SharePoint Service is only available for SharePoint Server 2010 and not for SharePoint Foundation 2010.

2. Enter ChartPlus in Target Application ID. Click the Load Databases button to populate the list of databases available on the SQL Server, and then make chart data source selections:

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  • Database Name: Select the database to connect to.
  • Table or View: Select the table or view that contains the data you want to display.

NOTE: Now that the chart is configured to reference data from the SQL server, you can fine tune the appearance of your chart so that it has maximum impact.

3. Enter the credentials for the access account. This account will need to have access to the SQL data you want to expose through Chart Plus.
4. Select the source database from the Database drop-down list of accessible options.
5. Choose your desired Table or View.
6. Determine which columns will be displayed on the X-Axis Category and Y-Axis Series of the chart. hw27-sqlserversettings.jpg