Document Category: Chart Plus

Chart Plus can display data from SharePoint List or Library, including data directly from list views under the Data Source menu.

Select a Data Source – Select Business Connectivity Services (BCS) from the dropdown.
Application Name – Click on the application icon to the right of the field to select an application, or type in a name.
Entity – Use the dropdown to select an entity.

Filtering

Use the Specify Filter Conditions radio button to custom filter data by column conditions.

Use Excel Services as the Chart Plus data source

Chart Plus can display data an excel file through Excel Services. The file must be stored on an accessible server.

Select a Data Source – Select Excel Services from the dropdown.
Workbook Path – Enter a relative or absolute URL to where the Workbook (excel file) resides. the path can be an absolute link (http://server/site) or a relative link (./site). Relative links are helpful for displaying charts in the same site as the excel source. Click the green arrow to connect.
Worksheet Name – Use the dropdown to select the sheet that contains that data you would like to display.
Range – Specify the range of the data using the conventional excel cell reference ($A$1:$G10). You can also use a sheet name range if you specified one in the workbook.
Column Headings – Check if the first row contains column headings.

Click Connect to finalize settings and access your excel data.

Filtering

Use the Specify Filter Conditions radio button to custom filter data by column conditions.

Use an External List as the Chart Plus Data Source

Using an external list requires configuring the external content type, configuring the external list and then setting up the list like a typical SharePoint List in Chart Plus.

Refer to Microsoft article How to: Create an External Content Type Based on a SQL Server Table for instructions on how to create an External Content Type.

Note: In the Filter Parameters Configuration screen, enter a Filter Limit of 1000 in Default Value. If the Default Value is not set to 1000, the external system may fail to return any data.

After you have created an External Content Type, you can create an External List. Refer to Microsoft article How to: Create External Lists in SharePoint for instructions on how to create an External List.

To connect your list as a data source, open the Chart Plus Data Source menu and enter the external list as a SharePoint List or Library.

Upgrading your Bamboo Web Part

Migrating in this documentation refers to moving from one version of SharePoint to another. Upgrading, on the other hand, refers to updating your Bamboo product to a newer release.

IMPORTANT: If you are migrating from one version of SharePoint to another version (i.e., SharePoint 2007 to SharePoint 2010), please see the topics under Migrating to a new SharePoint version…. You may need to upgrade the Bamboo products on your SharePoint farm before migrating.

To upgrade from a previous release of this product, perform the following upgrade procedure:

Step	Action
1.	Review Best practices for a successful install to learn which servers to install on and what services to stop or restart. These steps apply if you are upgrading or installing for the first time.
2.	Locate the product installation files. If you are upgrading, you may have downloaded a new version from the My Bamboo area of the Bamboo Solutions web site. If you just unpacked a new version, the Setup.bat will run automatically. Otherwise, double-click the Setup.bat program included in the root directory of the Installation Files. See About the Installation Files.
3.	Select the first product component in the Components section in the Setup program. When a component is selected, information specific to it is displayed on the right side of the interface. Verify the Location of Install Files and Required Installation Permissions. When ready, click Install. The installation program starts. It is a step-by-step wizard. The example screen shot shown is for the Tree View Web Part, but most Bamboo product installs look similar.
4.	Click Next to begin the upgrade. Verify that the system checks pass successfully and click Next. If the system checks do not pass, you will not be able to proceed. Notice in the screen shot above that it will be possible to proceed if the World Wide Publishing Service is started, although a yellow warning icon is displayed. If you are running with Claims Based Authentication (CBA) or if you are installing on SharePoint 2013, you need to keep this service on in order to automatically activate features during the install. Other than these scenarios, we strongly recommend that you stop this service before installing or upgrading. See Recommendations for a successful intstall for more information.
5.	In the Repair, Remove or Install screen, select the Upgrade/Repair Existing and Install New option and click Next. Wait while the components are upgraded. You will see progress displayed on the screen.
6.	When the upgrade is complete, click Next to review the Summary screen and confirm that the product upgrade was successful. You may need to scroll up to review the entire summary. When satisfied, click Close.
7.	If there are additional components listed in the Setup program, repeat steps 3-6 for each.
8.	When all the component upgrades have been completed successfully, be sure to restart the World Wide Web Publishing Service if it was stopped.

Use a Bamboo List Rollup as the Chart Plus data source

Chart Plus can display data from Bamboo List Rollup Schema or Data View. Bamboo List Rollup aggregates lists from across sites & site collections, and is sold separately.

Select a Data Source – Select Bamboo List Rollup from the dropdown.
List Rollup Type – Select either List Rollup Schema or Data View.
Enter Site URL – Enter a relative or absolute URL to where the rollup resides. Chart Plus will automatically scan the site for resident rollups. Click Connect.
Select List – Use the dropdown to select a rollup from the auto-populated list. If you don’t see the rollup you’re looking for double check that’s it’s in the site you connected to.

Filtering

You can custom filter data by column conditions by clicking Specify Filter Conditions. Select the columns and conditions from the dropdown to set filter criteria.

Use a SQL Server Table or View as the Chart Plus data source

Chart Plus can display data from SQL server tables or views under the Data Source menu.

Choose SQL Server Database from the dropdown and enter the following configuration information:

Server Name: Enter the server name where SQL Server is installed.
SQL Logging Type: Select Trusted Connection 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.

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.

Click Connect to access the server. Use the Database Name and SQL Table or View dropdowns to select your data.

Filtering

Use the dropdowns to filter data by column conditions. Add additional filters with and/or criteria for further specificity.

Use a SharePoint List or Library as the Chart Plus data source

Chart Plus can display data from SharePoint List or Library, including data directly from list views under the Data Source menu.

Select a Data Source – Select SharePoint List or Library from the dropdown.
Enter Site URL – Enter a relative or absolute URL to where the list or library resides. Click Connect
Select List – Use the dropdown to select a list. This dropdown will populate with lists from the site you connected to above.

Filtering

Use the radio buttons to select filtering options. You can custom filter data by column conditions. You can also select a view you’ve already made in SharePoint.

See Best Practices for Installing Bamboo Products

Upgrading using the updated process

Overview of the Updated Installation Process

In April 2017, with the Q1 Cumulative Update (CU) Bamboo introduced updated install/uninstall processes for component products (web parts). For more information about why this was introduced, please see Overview of the Updated Installation Process for Bamboo components

To upgrade a Bamboo product using the updated install process, please follow these steps (Warning.. Upgrades should be performed in Non-Peak hours as your farm will temporarily go offline)::

No.	Function
1.	Download the install package from downloaded from My Bamboo.
2.	Extract the contents of the package.
3.	Run the Install.ps1 from a WFE server in PowerShell as an admin. The install.ps1 script is used to install a new product or uppgrade an existing product.
4.	The script will look for WSPs in the install folder and list those found. Next, it will check to see if those solutions are already installed on the farm. If so, the installed solutions will be saved to a backup folder before proceeding. The folder will be named *bak_2017033015340* where the number represents the datetime the backup was created. This will provide the capability to rollback if the upgrade doesn’t conclude as expected. Rather than deploying the solution immediately, the script schedules deployment time for 1 minute in the future so multiple upgrades won’t collide. If a solution was previously deployed, the script uses Update-SPSolution to update it since that cmdlet is fast and reliable.
5.	When the deployment completes, deployment status information will be displayed for each solution. Check Central Administration to confirm deployment completion.
6.	If the upgrade doesn’t conclude as expected, you can easily rollback the install by simply copying the install.ps1 file to the *bak* folder created during the upgrade and running it from there as an Administrator.

Uninstalling using the updated process

Overview of the Updated Installation Process

To uninstall using the updated process, please follow these steps:

No.	Function
1.	Download the install package from My Bamboo.
2.	Extract the contents of the package.
3.	Run the Uninstall.ps1 from a WFE server in PowerShell as an admin.
4.	The script will look for WSPs in the install folder and list those found. It will uninstall them in alpha order. Rather than removing the solution immediately after its retracted, the script schedules deployment time for 1 minute in the future so multiple installs won’t collide. IMPORTANT: The script does not uninstall Bamboo.framework.wsp because it is a shared component and needed by other Bamboo components that are still installed. If you do not have other Bamboo products insalled on the farm, you can comment out the part of the script that skips the Bamboo.Framework.wsp.
5.	When the retraction completes, check Central Administration to confirm retraction completion.

Uninstalling from SharePoint Central Administration

NOTE: You need to be a machine administrator in order to Retract and remove a solution via Central Administration.

Step	Action
1.	In SharePoint Central Administration, go to the Manage Farm Solutions page (its called Solution Management in SharePoint 2007). In SP2010, click System Settings > Manage Farm Solutions. In SP2007, click Operations > Solution Management.
2.	Solutions are listed alphabetically. Find the solution you need to uninstall and click its Name. The solution status will be displayed. NOTE: The image below is from SharePoint 2010, but solution status from SP2007 and SP2013 look very similar. If the solution is deployed, you will see a Retract Solution link at the top of the page. If the solution is not deployed, you will see a Remove Solution link.
3.	Retract the solution from all web applications. Choose to retract now, or schedule it to occur at a particular time. Choose to retract from All content Web applications. Click OK when ready. NOTE: IF you are not a machine administrator, you may see an Access denied error. Make sure you have the appropriate permission level before attempting to retract a solution.
4.	Remove the solution. Once a solution has been retracted, the Remove Solution link is shown. Click Remove Solution to remove the solution.

Troubleshoot Problems with Deploying Farm Solutions

Troubleshoot Problems with Deploying Farm SolutionsTop

This topic applies to:

WSS 3.0 and MOSS 2007
SharePoint Foundation 2010/2013 and SharePoint Server 2010/2013/2016

Several issues and their corresponding solutions are described below. Click the link to jump to the appropriate issue.

Issue 1: Copying or Removing Assemblies
Issue 2: Deployment Fails or Times Out
Issue 3: Copying a File Failed
Issue 4: Resources Scoped for one Web App must be deployed to more Web Apps
Issue 5: Cannot Find a Certain File

Issue 1: Copying or Removing Assemblies

With SharePoint 2010 and 2013, we sometimes see failures when trying to copy assemblies to the Global Assembly Cache (GAC) or remove assemblies or other files from the bin or 14 or 15 hive during solution retraction and/or deployment.

Resolution:

Restart the SharePoint 2010/2013 Administration service on all of the Web Front End servers (all servers on the farm where the Foundation Web Application service is running).
Restart the SharePoint 2010/2013/2016 Timer service as well.

NOTE: The SharePoint Administration service carries out the actual removing and adding of files during deployment. Restarting the service works most of the time because the service should release the handle on a file. However, if the Administration service does not release the handle on the file, then deployment can fail. Restarting the timer service on SharePoint 2010/2013 will restart all SharePoint 2010/2013 timer jobs and you will need to delay installation for a while, until all of those jobs have had a chance to complete.

Remove the solution.
Reinstall the solution.

For more information, see:
http://msdn.microsoft.com/en-us/library/aa544500.aspx
Top

Issue 2: Deployment Fails or Times Out

Deployment fails, and the reason is not clear from the error shown in installation feedback (or just shows time out errors), or the Bamboo GUI installer appears to stop in the middle of the deployment, and eventually times out.

The Timer Job Definitions in Central Administration may show one or more persistent “one time” timer jobs listed.

Manual installations using stsadm also fails to complete the installation.

Resolution:

Delete the one-time timer jobs listed in the timer job definition list. Restart the SharePoint 2010/2013 Timer service on each server in the farm running the Foundation Web Application service.
Try the installation again.
Any solutions that show up in on the Solution Management page in Central Administration with a status of “undeployed” or “error” need to be either deployed manually in Solution Management, or removed, if you are going to run the Bamboo GUI installer. For more information, see Installation stops at the Repair Remove or Install screen
Run the stsadm installation using the -local rather than the -immediate parameter for stsadm -deploysolution. This will not invoke the timer service. As stated in this Technet article:

-local “Deploys the solution synchronously on the local computer only. The timer service is not used.”

You will have to run the deploysolution with the -local parameter on each server running the Windows SharePoint Services Web Application service or Foundation Web Application service.
For more information about deploysolution, see:
Deploysolution: Stsadm operation (Office SharePoint Server)

For more information about which server is running the Windows SharePoint Services Web Application Service, look in Central Administration:
– on SP 2007 in Operations > Servers in Farm
– on SP 2010 in System Settings > Manage Servers in this Farm

Clear the SharePoint Configuration cache. The Web Front End servers may be out of sync. For more information and instructions see Clear the SharePoint Configuration Cache for Timer Jobs.

If you experience issues with WSS and MOSS timer jobs failing to complete are receiving errors trying to run psconfig, clearing the configuration cache on the farm is a possible method for resolving the issue. The config cache is where we cache configuration information (stored in the config database) on each server in the farm. Caching the data on each server prevents us from having to make SQL calls to pull this information from the configuration database. Sometimes this data can become corrupted and needs to be cleared out and rebuilt. If you only see a single server having issues, only clear the config cache on that server, you do not need to clear the cache on the entire farm.

To clear the cache a single server, follow the steps below on just the problem server.

Stop the OWSTIMER service on ALL of the MOSS servers in the farm.
On the Index server, navigate to:

Server 2003 location: Drive:Documents and SettingsAll UsersApplication DataMicrosoftSharePointConfigGUID and delete all the XML files from the directory.
Server 2008 location: Drive:ProgramDataMicrosoftSharePointConfigGUID and delete all the XML files from the directory.
Delete all the XML file in the directory.

NOTE: ONLY THE XML FILES, NOT THE .INI FILE.

Open the cache.ini with Notepad and reset the number to 1. Save and close the file.
Start the OWSTIMER service on the Index server and wait for XML files to begin to reappear in the directory.
After you see XML files appearing on the Index server, repeat steps 2, 3 & 4 on each query server, waiting for XML files to appear before moving to subsequent servers.
After all of the query servers have all been cleared and new .xml files have been generated, proceed to the WFE and Application servers in the farm, following steps 2, 3, 4 and 5 for each remaining server.
Top

Issue 3: Copying a File Failed

This is the error message that you get: “Copying of this file failed. This operation uses the SharePoint Administration service (spadmin), which could not be contacted. If the service is stopped or disabled, start it and try the operation again.”

Resolution:

For instructions and more information, see this MSDN article.
Top

Issue 4: Resources Scoped for one Web App must be deployed to more Web Apps

This is the error message that you see: “This solution contains resources scoped for a Web application and must be deployed to one or more Web applications.”

Resolution:

Usually this can be resolved by running the Bamboo GUI installer, removing the product, and then reinstalling it.

We have also found that if the solution is showing up in the Solution Management page as installed but not deployed, you can try to run a manual deployment using stsadm.

Also see MSDN Issues Deploying SharePoint Solution Packages
Top

Issue 5: Cannot Find a Certain File

After an apparently successful deployment, you see errors about not being able to find file(s) when attempting to view products on a page.

Resolution:

Be sure to exclude directories such as %systemroot%Program FilesCommon FilesMicrosoft SharedWeb Server Extensions from file level antivirus scanning, or you may find that files that were deployed in that directory will be removed when the antivirus scan runs.

For more information, see this TechNet article.
Top

The Bamboo Web License Manager does not show up in Central Administration. How do I fix that?

The Manage My License Keys link is only displayed in SharePoint Central Administration if the Bamboo Web License Manager Web application feature has been installed and activated.

During the installation of the Bamboo Web License Manager, on the Deployment Targets step, the option to automatically activate features is enabled by default. If this checkbox was deselected, the Bamboo Web License Manager feature will not be activated automatically after it is installed and you will need to activate it manually by following the steps below.

Step	Action
1.	Access SharePoint Central Administration as a member of the SharePoint Farm Administrators group.
2.	On the Central Administration home page, select Manage web applications in the Application Management section.
3.	In the Web Applications Management page, click the SharePoint Central Administration v4 web application.
4.	Notice that the Web Applications ribbon appears. Click the option Manage Features in the ribbon. The available features are listed.
5.	Locate Bamboo Web License Manager feature and click Activate.

System Requirements

	SharePoint 2010	SharePoint 2013	SharePoint 2016
Operating System	Microsoft Windows Server 2008	64-bit edition of Windows Server 2008 R2 Server Pack 1 OR 64-bit edition of Windows Server 2012 Standard or Datacenter	64-bit edition of Windows Server 2012 R2 Standard or Datacenter For database server: 64-bit edition of Microsoft SQL Server 2014 Service Pack 1 (SP1)
SharePoint Version	Microsoft Windows SharePoint Foundation 2010 OR Microsoft Office SharePoint Server 2010	Microsoft SharePoint Foundation 2013 OR Microsoft SharePoint Server 2013	Microsoft SharePoint Server 2016
Browser	Microsoft Internet Explorer 8 or higher	Microsoft Internet Explorer 8 or higher	Microsoft IE 10 or higher

SharePoint 2010

SharePoint 2013

SharePoint 2016

Operating System

Microsoft Windows Server 2008

64-bit edition of Windows Server 2008 R2 Server Pack 1

64-bit edition of Windows Server 2012 Standard or Datacenter

64-bit edition of Windows Server 2012 R2 Standard or Datacenter

For database server: 64-bit edition of Microsoft SQL Server 2014 Service Pack 1 (SP1)

SharePoint Version

Microsoft Windows SharePoint Foundation 2010

Microsoft Office SharePoint Server 2010

Microsoft SharePoint Foundation 2013

Microsoft SharePoint Server 2013

Microsoft SharePoint Server 2016

Browser

Microsoft Internet Explorer 8 or higher

Microsoft IE 10 or higher

Cross Browser Support:

All products are tested to work with IE 8 and higher.

Not all Bamboo products support all browsers that SharePoint 2016 supports. The products listed below offer cross-browser support for the following: Microsoft Edge, latest version of Google Chrome, latest and immediate previous release of Mozilla Firefox, and latest release of Apple Safari.

Note: Bamboo products are not supported in an IIS Web garden configuration.

Some of our products which are not Web Parts are installed on an individual’s desktop or laptop. Examples are List Bulk Import and User Profile Sync. The requirements for these products are dependent on the operating system on which they are used.

Operating System

Windows Vista (32-bit or 64-bit)
Windows 7 (32-bit or 64-bit)
Windows 8 (32-bit or 64-bit)
– Windows Identity Foundation 3.5
Windows Server 2003 or 2008 (32-bit or 64-bit)
Windows Server 2012 (64-bit)
– Microsoft .NET Framework 3.5
Windows 10 (32-bit or 64-bit)
– Windows Identity Foundation 3.5

Server

SharePoint 2013:

SharePoint Foundation 2013 or SharePoint 2013

SharePoint 2010:

SharePoint Foundation 2010 or SharePoint 2010

SharePoint Release 3:

Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007

SharePoint Online

Microsoft 365, Multi-Tenant Hosting and Built-in Authentication

What Site Collection Features are associated with my Bamboo product?

For information about how to activate a SharePoint Site Collection Feature, see Activating a Bamboo Site Collection Feature. If you know how to activate, but just aren’t sure which site collection feature goes with which product, see the table below.

If you are wondering about Site Features, rather than Site Collection Features, see How to activate a Bamboo site feature.

Product	Site Collection Feature Name	Mandatory?
Alert Plus	Bamboo Alert Plus Web Part	Yes
Calendar Plus	Bamboo Calendar Plus Web Part	Yes
Chart Plus	Bamboo Chart Plus Web Part	Yes
Column Level Security	Bamboo Column Level Security Column	No
Community Central	Bamboo Community Central Add Blog Comment Web Part Bamboo Community Central Content Types Bamboo Community Central Reporting Web Parts Bamboo Community Central Search Result Bamboo Community Central Supporting Web Parts	Yes
Cross List	Bamboo Cross List Web Part	Yes
Cross Site Display	Bamboo Cross-Site Display Web Part	Yes
Custom Identifier Column	Bamboo Custom Identifier Column	No
Data-Viewer	Bamboo Data-Viewer Web Part	Yes
File Share Library	Bamboo File Share Library	Yes
Filters Collection	Bamboo SharePoint Filters	Yes
Grants Management	Bamboo Grant Master Site Template Bamboo Grant Project Site Template	Yes
Group Email	Bamboo Group Email Web Part	Yes
Group Redirect	Bamboo Group Redirect	Yes
Hello	Bamboo Hello Web Part	Yes
In/Out Schedule Board	Bamboo In and Out Schedule Board Bamboo Solutions – SharePoint In/Out Schedule (is this old?)	Yes
Knowledge Base	Bamboo KB Accelerator Reporting WebPart Bamboo KB Admin Site Template Bamboo KB Admin Site Template R2 Bamboo KB Client Site Template – Meeting Workspace Bamboo KB Client Site Template – Team Site Bamboo KB Client Site Template R2 Bamboo Knowledge Base Accelerator Bamboo SharePoint Secure Trim Web Part	see bolded
KPI Column	Bamboo KPI Column Bamboo KPI Column Display WebPart	see bolded
List Consolidator	Bamboo List Consolidator Web Part	Yes
List Print	Bamboo List Print	Yes
List Rollup	Bamboo List Rollup Web Parts Bamboo List Rollup XSLT Data View NOTE: In releases prior to R7.x, the farm solutions listed below were included in the List Rollup: Bamboo List Rollup Classic Edition Bamboo List Rollup Grid View Bamboo List Rollup Schema Designer The individual web parts are still available in R7.x, just now bundled into the single site collection feature called Bamboo List Rollup Web Parts	see bolded
List Rotator	Bamboo List Rotator Web Part	Yes
List Search	Bamboo List Search Advanced Web Part Bamboo List Search Simple Web Part	Yes
Lookup Selector Column	Bamboo Lookup Selector	No
Mini-Calendar	Bamboo Mini-Calendar Web Part	Yes
My Alerts Organizer	Bamboo My Alerts Organizer	Yes
Navigators	Bamboo Navigator Site Action Menu Bamboo Navigator Web Parts	Yes
Project Management Central	Bamboo Gantt Chart Web Part Bamboo PM Central Department Level Site – Lite Bamboo PM Central Projects Site Creation Area Bamboo PM Central Top Level Site – Lite Template Bamboo PM Project Site – Lite Template Bamboo PM Project Site – Stand-alone template Bamboo Project Central Content Types Bamboo Project Central Supporting Web Parts PM Central installation files include a utility (called the Bamboo Feature Activation Tool) that will automate the activation of Site Collection features needed for PM Central. Using this utility will be MUCH easier than activating everything manually.	see bolded
Poll	Bamboo Poll Admin Web Part Bamboo Poll Voting Web Part	Yes
Project Portfolio Dashboard	Bamboo Project Dashboard Data Mapping Bamboo Project Portfolio Dashboard	see bolded
Rating Column	Bamboo Rating Web Part	Yes
Rich Text Column	Bamboo Rich Text	No
Site Creation Plus	Bamboo Site Creation Plus	Yes
Task Master	Bamboo Task Master	Yes
Team Calendar	Bamboo Team Calendar	Yes
Time Tracking and Management	Bamboo Time Tracking and Management Reporting Web Part Bamboo Time Tracking and Management Site Template Bamboo Time Tracking and Management Web Parts	Yes
Tree View	Bamboo Tree View Web Part	Yes
User Account Setup	Bamboo User Account Setup Web Part	Yes
User Directory	Bamboo User Directory Web Part	Yes
User Profile Plus	Bamboo User Profile Plus	yes
User Redirect	Bamboo User Redirect	Yes
Validator Column	Bamboo Validator Column	Yes
Virtual Map View	Bamboo Virtual Map View Web Part	Yes
Visual Indicator Column	Bamboo Visual Indicator	Yes
Wiki Publisher	Bamboo SharePoint Wiki Publisher	Yes
Workflow Conductor	Bamboo Workflow Conductor Feature Manager Bamboo Workflow Conductor Studio Bamboo Workflow Conductor Web Parts Bamboo Workflow Conductor Widgets Bamboo.StartWorkFlow.wsp	see bolded
World Clock and Weather	Bamboo World Clock And Weather Web Part	Yes

Set Up a Polar Chart

Next: **Configure the Chart Display Settings**(http://bamboo.docfactory.com/ChartPlus_(holding/Create_a_New_Chart?go=display

Polar charts are great for displaying the relationship between two numerical variables in a dataset. Unlike traditional charts, the X value plots the angle of the data point on the polar plane and the Y value plots the distance from the center. Polar charts require a value (numerical) x-axis and value y-axis.

Multiple y-axis series will add an additional legend entry and polar shape on the canvas. Polar scatter plots the points, but doesn’t connect them, similar to a scatter plot.

If you haven’t yet, **select a data source.(http://bamboo.docfactory.com/ChartPlus_(holding/Create_a_New_Chart?go=data

As you’re building your chart, use the Preview button in the upper right to check your work in progress.

Chart Options (Choose X & Y Axis)
Configuring the X-Axis
Configuring the Y-Axis

Chart Options (Choose X & Y Axis)

X (Value) Axis

Select Value Axis – Select the numerical variable to measure on the x-axis. The dropdown list will auto-populate with only number & date/time columns from your dataset.

Enable Data Grouping – Group data points with the same X value.

Y (Value) Axis

Series – Specify what numerical value you would like to measure on the y-axis. Add additional y-axis series to compare.

Aggregate – If you have enabled grouping on the x-axis, aggregate the y-axis data you are comparing (sum, first, min, max, average, count). By default, chart plus compares the sum of y values.

Data Label – Toggle data labels for each Y series.

Legend Title – Customize legend titles for each y-axis series.

X-Axis Configuration

Data Type Settings – Configure the number type & format. If a date, configure the axis scale.

Appearance

X-Axis Labels – Toggle x-axis labels & their display angle. Configure numerical units display.

Gridlines – Customize which gridlines display along the x-axis.

Y-Axis Configuration

Data Type Settings

Data Type – Select a data type for y values (general, number, currency, date, time, percentage, scientific).

Format – Configure details on how Y values will display on the axis and labels. Date types also require you to select the date scale for the y-axis.

Appearance

Y Axis Title – Toggle title display next to the y-axis and customize title text.

Y-Axis Labels – Toggle y-axis labels & their display angle. Configure numerical units display.

Gridlines & Tickmarks – Customize which gridlines and tickmarks display along the y-axis.

Y-Axis Range – Configure the minimum and maximum values visible on the y-axis. These default to “auto” and adjust to the range of your dataset. Not available for “Date” & “Time” data types.

Display Y-Axis Line – Toggle the y-axis line between the y-axis scale and the chart canvas.

Set Up a Radar Chart

Radar charts display multivariate data across three or more quantitative variables. Radar charts require an X Category axis, which determines the names of the chart arms. The Y-axis determines the observations that get plotted across each category arm.

Radar Column, Line, and Spline plot the same radar chart with different visual approaches.

If you haven’t yet, select a data source.

As you’re building your chart, use the Preview button in the upper right to check your work in progress.

Chart Options (Choose X & Y Axis)
Configuring the X-Axis
Configuring the Y-Axis

Chart Options (Choose X & Y Axis)

X (Category) Axis

Select Category Axis – Select which column of categories you would like to compare. These will be the arms/axes of the chart. The dropdown list will auto-populate with columns from your data source.

Enable Data Grouping – Group x values of the same category. If off, each individual data point will be a separate column.

Y (Value) Axis

Series – Specify what numerical value you would like to measure on the each axis. An additional y-series will plot an additional, separate radar shape on the graph.

Aggregate – If you have enabled grouping on the x-axis, aggregate the y-axis data you are comparing (sum, first, min, max, average, count). By default, chart plus compares the sum of y values.

Data Label – Toggle data labels for each Y series.

Legend Title – Customize legend titles for each y-axis series.

X-Axis Configuration

Data Type Settings – Available if you selected a quantitative x-axis series. Configure the type and format of the number.

Appearance

X-Axis Labels – Toggle x-axis labels & their display angle. Configure numerical units display if number.

Gridlines – Customize which gridlines and display along the x-axis.

Category X-Axis labels – Customize category names that appear on the x-axis.

Sort Axis – Specify an ascending or descending sort order for how categories display on the x-axis.

Y-Axis Configuration

Data Type Settings

Data Type – Select a data type for y values (general, number, currency, date, time, percentage, scientific).

Format – Configure details on how Y values will display on the axis and labels. Date types also require you to select the date scale for the y-axis.

Appearance

Gridlines & Tickmarks – Customize which gridlines and tickmarks display along the y-axis.

Display Y-Axis Line – Toggle the y-axis line between the y-axis scale and the chart canvas.

Set Up a Scatter Chart

Scatter charts are great for displaying the relationship between two numerical variables in a dataset. Scatter charts require a value x-axis and value y-axis. Both axes must be numerical and you cannot use categories in a scatter chart.

Multiple y-axis series will add an additional legend entry and another color of dots on the canvas. The scatter line/spline will connect points of the same color.

Bubble charts include an additional Z axis, which represents the z variable with the size of the bubble.

If you haven’t yet, select a data source.

As you’re building your chart, use the Preview button in the upper right to check your work in progress.

Chart Options (Choose X & Y Axis)
Configuring the X-Axis
Configuring the Y-Axis

Chart Options (Choose X & Y Axis)

X (Value) Axis

Select Value Axis – Select the numerical variable to measure on the x-axis. The dropdown list will auto-populate with only number & date/time columns from your dataset.

Enable Data Grouping – Group data points with the same X value. We do NOT recommend grouping in scatter plots, as typically you’re seeking trends between all data points, not sums of data points.

Y (Value) Axis

Series – Specify what numerical value you would like to measure on the y-axis. Add additional y-axis series to compare.

Aggregate – If you have enabled grouping on the x-axis, aggregate the y-axis data you are comparing (sum, first, min, max, average, count). By default, chart plus compares the sum of y values.

Data Label – Toggle data labels for each Y series.

Secondary Axis – If using more than one Y series, you can add a secondary axis on the right side of the chart. The secondary axis will plot a second set of data points with the same X value, but Y values from the second Y series.

Legend Title – Customize legend titles for each y-axis series.

Z (Size) Value – Available for bubble charts. Choose a third value series to display as bubble size.

X-Axis Configuration

Data Type Settings – Configure the number type & format. If a date, configure the axis scale.

Appearance

X Axis Title – Toggle title display at top of chart and customize title text.

X-Axis Labels – Toggle x-axis labels & their display angle. Configure numerical units display.

Gridlines & Tickmarks – Customize which gridlines and tickmarks display along the x-axis.

X-Axis Range – Configure the minimum and maximum values visible on the y-axis. These default to “auto” and adjust to the range of your dataset. Not available for “Date” & “Time” data types.

Display X-Axis Line – Toggle the x-axis line that runs along the bottom of the chart between the bars and x-axis labels.

Y-Axis Configuration

Secondary Axis – If you have a secondary y-axis, use the buttons at the top of the Y-Axis tab to switch between axis settings.

Data Type Settings

Data Type – Select a data type for y values (general, number, currency, date, time, percentage, scientific).

Format – Configure details on how Y values will display on the axis and labels. Date types also require you to select the date scale for the y-axis.

Appearance

Y-Axis Title – Toggle title display at top of chart and customize title text.

Y-Axis Labels – Toggle y-axis labels and adjust their display angle & position.

Gridlines & Tickmarks – Customize which gridlines and tickmarks display along the y-axis.

Display Y-Axis Line – Toggle the y-axis line between the y-axis scale and the chart canvas.

Set Up an Area Chart

Area charts are great for comparing quantities over time or categories. An area chart requires an x-axis category and at least one y-axis data series.

Multiple y-axis series will add an additional area piece to the canvas. Stacked area charts will add each series with the sum of the previous series. Spline & Stepped charts alter the visual style of the area pieces.

If you haven’t yet, select a data source.

As you’re building your chart, use the Preview button in the upper right to check your work in progress.

Chart Options (Choose X & Y Axis)
Configuring the X-Axis
Configuring the Y-Axis

Chart Options (Choose X & Y Axis)

X (Category) Axis

Select Category Axis – Select which column of categories you would like to compare. The dropdown list will auto-populate with columns from your data source.

Enable Data Grouping – Group x values of the same category. Typically, you want grouping enabled. If off, each individual data point will be a discreet point on the area chart.

Y (Value) Axis

Series – Specify what value you would like to compare between the categories. Add additional y-axis series to compare.

Aggregate – If you have enabled grouping on the x-axis, aggregate the y-axis data you are comparing (sum, first, min, max, average, count). By default, chart plus compares the sum of y values.

Data Label – Toggle data labels for each Y series.

Secondary Axis – If using more than one Y series, you can add a secondary axis on the right side of the chart. The secondary axis will automatically adjust it’s range to include the maximum Y value from the series mapped to it.

Legend Title – Customize legend titles for each y-axis series.

X-Axis Configuration

Data Type Settings – Appears if you select a Date/Time value for the x-axis. Configure how date categories display (date or time) and the scale of the x-axis. “Automatic” sizes the x-axis according to the scale of your dataset.

Appearance

X Axis Title – Toggle title display at top of chart and customize title text.

X-Axis Labels – Toggle x-axis labels & their display angle.

Gridlines & Tickmarks – Customize which gridlines and tickmarks display along the x-axis.

Display X-Axis Line – Toggle the x-axis line that runs along the bottom of the chart between the canvas and x-axis labels.

Category X-Axis labels – Customize category names that appear on the x-axis.

Sort

Sort Axis – Specify an ascending or descending sort order for how categories display on the x-axis.

Y-Axis Configuration

Secondary Axis – If you have a secondary y-axis, use the buttons at the top of the Y-Axis tab to switch between axis settings.

Data Type Settings

Data Type – Select a data type for y values (general, number, currency, date, time, percentage, scientific).

Format – Configure details on how Y values will display on the axis and labels. Date types also require you to select the date scale for the y-axis.

Appearance

Y-Axis Title – Toggle title display at top of chart and customize title text.

Y-Axis Labels – Toggle y-axis labels and their display angle & position.

Gridlines & Tickmarks – Customize which gridlines and tickmarks display along the y-axis.

Display Y-Axis Line – Toggle the y-axis line between the y-axis scale and the chart canvas.

Set Up a Bar Chart

Bar charts are great for comparing multiple categories by one or more value. They are the horizontal version of column charts, but with the axes switched. A bar chart requires an y-axis category and at least one x-axis data series.

Multiple x-axis series will add an additional bar in each y-axis category. Stacked bar charts will stack the bars in each category.

If you haven’t yet, select a data source.

As you’re building your chart, use the Preview button in the upper right to check your work in progress.

Chart Options (Choose X & Y Axis)
Configuring the Y-Axis
Configuring the X-Axis

Chart Options (Choose Y & X Axis)

Y (Category) Axis

Select Category Axis – Select which column of categories you would like to compare. The dropdown list will auto-populate with columns from your data source.

Enable Data Grouping – Group y values of the same category. Typically, you want grouping enabled. If off, each individual data point will be a separate bar.

X (Value) Axis

Series – Specify what value you would like to compare between the categories. Add additional X-axis series to compare.

Aggregate – If you have enabled grouping on the y-axis, aggregate the x-axis data you are comparing (sum, first, min, max, average, count). By default, chart plus compares the sum of x values.

Data Label – Toggle data labels for each X series.

Secondary Axis – If using more than one X series, you can add a secondary axis on the top of the chart. The secondary axis will automatically adjust it’s range to include the maximum X value from the series mapped to it.

Legend Title – Customize legend titles for each x-axis series.

Y-Axis Configuration

Data Type Settings – Appears if you select a Date/Time value for the y-axis. Configure how date categories display (date or time) and the scale of the y-axis. “Automatic” sizes the y-axis according to the scale of your dataset.

Appearance

Y-Axis Title – Toggle title display at top of chart and customize title text.

Y-Axis Labels – Toggle y-axis labels & their display angle.

Gridlines & Tickmarks – Customize which gridlines and tickmarks display along the y-axis.

Display Y-Axis Line – Toggle the y-axis line that runs along the left of the chart between the bars and y-axis labels.

Category Y-Axis labels – Customize category names that appear along the y-axis.

Sort

Sort Axis – Specify an ascending or descending sort order for how categories display on the y-axis.

X-Axis Configuration

Secondary Axis – If you have a secondary x-axis, use the buttons at the top of the x-axis tab to switch between axis settings.

Data Type Settings

Data Type – Select a data type for x values (general, number, currency, date, time, percentage, scientific).

Format – Configure details on how X values will display on the axis and labels. Date types also require you to select the date scale for the x-axis.

Appearance

X-Axis Title – Toggle title display at top of chart and customize title text.

X-Axis Labels – Toggle x-axis labels and their display angle & position.

Gridlines & Tickmarks – Customize which gridlines and tickmarks display along the x-axis.

Y-Axis Range – Configure the minimum and maximum values visible on the x-axis. These default to “auto” and adjust to the range of your dataset. Not available for “Date” & “Time” data types or 100% stacked bar.

Display X-Axis Line – Toggle the y-axis line between the x-axis scale and the chart canvas.

Set Up a Combination Chart

Combination charts allow you to plot multiple chart types for an x-axis. Combination charts require one x-axis and at least one y-axis. All of the column, line, or area charts are available, with the exception of stepped & spline versions.

Additional y-axis series add another graph type to the canvas. You can configure many graphs, but only two axes. Putting two Y series with radically different scales on the same axis will result in a poor chart visual.

If you haven’t yet, select a data source.

As you’re building your chart, use the Preview button in the upper right to check your work in progress.

Chart Options (Choose X & Y Axis)
Configuring the X-Axis
Configuring the Y-Axis

Chart Options (Choose X & Y Axis)

X (Category) Axis

Select Category Axis – Select which column of categories you would like to compare. The dropdown list will auto-populate with columns from your data source.

Enable Data Grouping – Group x values of the same category. Typically, you want grouping enabled. If off, each individual data point will be separate.

Y (Value) Axis

Series – Specify what value you would like to compare between the categories. You may only select quantitative columns. Add additional y-axis series if desired.

Chart Type – Choose a chart type for each Y series.

Aggregate – If you have enabled grouping on the x-axis, aggregate the y-axis data you are comparing (sum, first, min, max, average, count). By default, chart plus compares the sum of y values.

Data Label – Toggle data labels for each Y series.

Legend Title – Customize legend titles for each y-axis series.

X-Axis Configuration

Appearance

X Axis Title – Toggle title display at top of chart and customize title text.

X-Axis Labels – Toggle x-axis labels & their display angle.

Gridlines & Tickmarks – Customize which gridlines and tickmarks display along the x-axis.

Display X-Axis Line – Toggle the x-axis line that runs along the bottom of the chart between the canvas and x-axis labels.

Category X-Axis labels – Customize category names that appear on the x-axis.

Sort

Sort Axis – Specify an ascending or descending sort order for how categories display on the x-axis.

Y-Axis Configuration

Secondary Axis – If you have a secondary y-axis, use the buttons at the top of the Y-Axis tab to switch between axis settings.

Data Type Settings

Data Type – Select a data type for y values (general, number, currency, date, time, percentage, scientific).

Format – Configure details on how Y values will display on the axis and labels. Date types also require you to select the date scale for the y-axis.

Appearance

Y-Axis Title – Toggle title display at top of chart and customize title text.

Y-Axis Labels – Toggle y-axis labels and their display angle & position.

Gridlines & Tickmarks – Customize which gridlines and tickmarks display along the y-axis.

Display Y-Axis Line – Toggle the y-axis line between the y-axis scale and the chart canvas.

Set Up a Funnel Chart

Next: **Configure the Chart Display Settings**(http://bamboo.docfactory.com/ChartPlus_(holding/Create_a_New_Chart?go=display

Funnel charts compare the count or sum of a y-axis number across several x-axis categories, usually stages of a process. A funnel chart requires an x-axis category and one y-axis data series.

Dynamic height funnels adjust the height of the funnel segments to their percentage of the total funnel volume. The dynamic slope adjust the angle of each funnel segment depending on the ratio of the current and next value.

If you haven’t yet, **select a data source.(http://bamboo.docfactory.com/ChartPlus_(holding/Create_a_New_Chart?go=data

As you’re building your chart, use the Preview button in the upper right to check your work in progress.

Chart Options (Choose X & Y Axis)
Configuring the X-Axis
Configuring the Y-Axis

Chart Options (Choose X & Y Axis)

X (Category) Axis

Select Category Axis – Select which column of categories you would like to compare. The dropdown list will auto-populate with columns from your data source. Date/time types are not available.

Enable Data Grouping – Group x values of the same category. Typically, you want grouping enabled. If off, each individual data point will be a separate funnel segment.

Y (Value) Axis

Series – Specify what value you would like to compare between the categories. Add additional y-axis series to compare.

Aggregate – If you have enabled grouping on the x-axis, aggregate the y-axis data you are comparing (sum, first, min, max, average, count). By default, chart plus compares the sum of y values.

Data Label – Toggle data labels for each Y series.

X-Axis Configuration

Legend Title

Legend Title – Specify custom text you would like to appear in the legend for each category.

Sort

Sort Axis – Specify an ascending or descending sort order for how categories display on the x-axis.

Y-Axis Configuration

Data Type Settings

Data Type – Select a data type for y values (general, number, currency, date, time, percentage, scientific).

Format – Configure details on how Y values will display on the axis and labels. Date types also require you to select the date scale for the y-axis.

Appearance

Y-Axis Labels – Toggle y-axis labels and their display angle & position.

Set Up a Line Chart

Line Charts are great for tracking changes in a Y series over time. A line chart requires an x-axis (usually date/time or category) and at least one y-axis data series.

Multiple y-axis series will add additional lines on non-stacked charts. Stacked charts add each series to the sum of the previous series. Spline & Stepped Line alter the drawing style of the line.

If you haven’t yet, select a data source.

As you’re building your chart, use the Preview button in the upper right to check your work in progress.

Chart Options (Choose X & Y Axis)
Configuring the X-Axis
Configuring the Y-Axis

Chart Options (Choose X & Y Axis)

X (Category) Axis

Select Category Axis – Select which column should display along the bottom x-axis. The dropdown list will auto-populate with columns from your data source.

Enable Data Grouping – Group x values of the same category. If off, each individual data point will be a point on the line graph.

Y (Value) Axis

Series – Specify what value you would like to compare between the categories. Add additional y-axis series to compare if desired.

Aggregate – If you have enabled grouping on the x-axis, aggregate the y-axis data you are comparing (sum, first, min, max, average, count). By default, chart plus compares the sum of y values.

Data Label – Toggle data labels for each Y series.

If using a stacked line and a secondary axis, the secondary axis will reflect the stacked line value.

Legend Title – Customize legend titles for each y-axis series.

X-Axis Configuration

Appearance

X Axis Title – Toggle title display at top of chart and customize title text.

X-Axis Labels – Toggle x-axis labels & their display angle.

Gridlines & Tickmarks – Customize which gridlines and tickmarks display along the x-axis.

Display X-Axis Line – Toggle the x-axis line that runs along the bottom of the chart between the bars and x-axis labels.

Category X-Axis labels – Customize category names that appear on the x-axis.

Sort

Sort Axis – Specify an ascending or descending sort order for how categories display on the x-axis.

Y-Axis Configuration

Secondary Axis – If you have a secondary y-axis, use the buttons at the top of the Y-Axis tab to switch between axis settings.

Data Type Settings

Data Type – Select a data type for y values (general, number, currency, date, time, percentage, scientific).

Format – Configure details on how Y values will display on the axis and labels. Date types also require you to select the date scale for the y-axis.

Appearance

Y-Axis Title – Toggle title display at top of chart and customize title text.

Y-Axis Labels – Toggle y-axis labels and their display angle & position.

Gridlines & Tickmarks – Customize which gridlines and tickmarks display along the y-axis.

Display Y-Axis Line – Toggle the y-axis line between the y-axis scale and the chart canvas.

Set Up a Pie Chart

Pie charts are great for comparing multiple categories. Users have an option to use either the pie chart or dounut chart.

Both charts can compare an x-axis category by one y-axis value. Standard pie charts can also display a single (Category) Axis chart, which counts the occurrence of each category of items in the x-axis. No y-axis is needed for a single category axis chart.

Donut charts cannot display single category axis charts, but they can display two y-axis series as two donut rings. This is helpful for comparing the same category across two values.

If you haven’t yet, select a data source.

As you’re building your chart, use the Preview button in the upper right to check your work in progress.

Chart Options (Choose X & Y Axis)
Configuring the X-Axis
Configuring the Y-Axis

Chart Options (Choose X & Y Axis)

X (Category) Axis

Select Category Field – Select which column of categories you would like to compare. The dropdown list will auto-populate with columns from your data source.

Single (Category) Axis – This toggles the option to count the number of items in each category in the x-axis data set. This precludes using a Y axis series. Only available for standard pie charts, not donut charts

Enable Data Grouping – Group x values of the same category. Typically, you want grouping enabled. If off, each individual data point will be a separate slice.

Y (Value) Axis

Series – Specify what value you would like to compare between the categories. If using a donut chart, you may add one additional y-axis series.

Aggregate – If you have enabled grouping on the x-axis, aggregate the y-axis data you are comparing (sum, first, min, max, average, count). By default, chart plus compares the sum of y values.

Data Label – Toggle data labels for each Y series.

X-Axis Configuration

Legend Title

Legend Title – Customize the legend title text for each category in the x-axis.

Sort

Sort Axis – Specify an ascending or descending sort order for how categories display on the x-axis.

Y-Axis Configuration

Secondary Axis – If you have a secondary y-axis, use the buttons at the top of the Y-Axis tab to switch between axis settings.

Data Type Settings

Data Type – Select a data type for y values (general, number, currency, date, time, percentage, scientific).

Format – Configure details on how Y values will display on the axis and labels. Date types also require you to select the date scale for the y-axis.

Appearance

Data Labels – Customize the location and the display units of data labels.

Chart Plus Series Palette

The Series Palette determines the colors of series bars, lines, pie chart areas, etc.

Use it in combination with the Chart Skin.

If you want to define specific colors for series items, use the Chart Data Settings instead.

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