How to Filter Data Using Chart Plus with Web Part Connections

How to Filter Data Using Chart Plus with Web Part Connections

If you are using a SharePoint list or library to create a chart in Chart Plus 3.5 for SharePoint 2010, then the new Web Part Connections option will give you the ability to dynamically filter and display data.

Filter to display a subset of data.

Step Action
1. The filter Web Part provides a value.
2. The filter value is passed to a column in the List View Web Part by using a Web Part connection.
3.

The List View Web Part displays only those columns that match the filter value.

Note: This gives you two benefits: first, you can easily adjust what data is sent to the Web Part by simply adjusting the filter interface and, second, none of the adjustments actually affect the list data itself or require the creation of a custom view.

4. In this example, we use a standard SharePoint list called Revenues list and connect this list using Chart Plus connection as shown below.
From the Chart Plus drop-down list, select Connections > Consume Filter From > and select the list name.

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5. Select a field from the Provider Field Name drop-down list.
6. Select a field from the Consumer Field Name drop-down list.
7. Click the Finish button.

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8.

Once your List View Web Part is added to the page where Chart Plus is located, you can dynamically filter based on the selected view.

Click on the arrow to select a view. Once a view is selected in the list, the arrow will be bold. To deselect an item, click on another view.

Note: Web Part Connections is a good option if you always want to filter on a subset of data. If you want to view all items, use the Runtime Filter option.

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Here is an example of a chart that is filtered by the Feb view.

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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

How to Define the Chart Color Scheme

How to Define the Chart Color Scheme

hw27v3-uc4-1.jpgThe color scheme configuration options available in Chart Plus 3.0 ensure that the charts you create will be visually impressive. Chart Plus provides two options for applying color to your charts; you can use one of the predefined Series Palettes, or create your own Custom Palette.

Default series palette

The Default series palette associated with Chart Plus uses the blue and green color scheme shown here.

Step Action Result
1. To change the Series Palette go to the Look and Feel Settings screen and select one of the 23 other Windows-based themes available in the Series Palette drop down list. hw27v3-uc4-2.jpg
Step Action Result
1.

If you want even more flexibility in determining the color palette of the chart, click the Use custom colors radio button found on the Chart Data Settings screen.

Use Autoselect Colors to have Chart Plus randomly assign series colors or choose colors from the Bamboo Color Picker by clicking the color bar next to the series.

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NOTE:If you are customizing a Pie or a Bubble chart the color bars will be available in a separate pop-up window after you click the Select Color button.

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How to Display Excel Data in a Chart

How to Display Excel Data in a Chart

Configuring Chart Plus

Displaying Excel Data in a Chart

Excel Services allows you to display Excel data in a Chart in Chart Plus 3.5 for SharePoint 2010. The new Excel Services Settings screen gives you the ability to select a range of data from an Excel Workbook to display in your Chart.
When Excel Services is selected as your Chart Plus Data Source, the Excel Services screen will be available under Data Connection Settings

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To create a connection to Excel Services, you will need to follow these steps:

  1. Enter the Excel Workbook Path (the absolute or relative path) for the URL of the workbook that you want to use as a data source for your chart.
    Example of absolute URL ( http ://abc.com/sites/XYZ/Shared20Documents/xyz.xlsx) or relative URL (./sites/XYZ/Share%Documents/xyz.xlsx).

Note: file must be stored in a trusted file location. Refer to Microsoft TechNet article Manage Excel Services trusted locations SharePoint Server 2010 for configuring Excel Services trusted locations.

  1. Enter the Worksheet Name that you want to use as a data source for your chart.
  2. Enter a Range, such as SheetName!A$1:$D$4, or the name of a range if you have one labeled in the workbook.
  3. Determine which columns will be displayed on the X-Axis Category and Y-Axis Series of the chart.

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

How to Display Multiple Data Series in a Single Chart

How to Display Multiple Data Series in a Single Chart

Sometimes, the most effective way to share information will be to display multiple sets of data on the same chart. Chart Plus makes creating charts with multiple Y-axis series simple.

Step Action Result
1. To plot multiple series on a chart, choose the Y-Axis Series from the Available Columns using the > or >> buttons to add them to Selected Columns. hw27v3-uc2-1.jpg
2. On the Chart Data Settings screen, select the Operator, Chart Type, and Y- Axis that will be used to display each series. When displaying multiple series you may want to consider using a Secondary Y-Axis so you can plot the series against different units of measure. hw27v3-uc2-2.jpg
3. The Secondary Y Axis value type and range are configured on the same Y-Axis Settings screen used for the Primary Y-Axis. hw27v3-uc2-3.jpg
4. After applying the custom settings, the chart will look like this:

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NOTE: This chart has been enhanced using customization features found in How to Modify Chart Appearance without Editing the CSS.

How to Change Chart Orientation

How to Change Chart Orientation

Changing a Charts Orientation

Though Column and Bar charts are similar in many ways, there are many differences between them.

Both use rectangles to compare items based on proportional length, but, where one chart depicts information using vertical rectangles, the other depicts the same information using horizontal rectangles. This may not seem like a big difference, but the orientation of a chart can influence how the data will be interpreted.

In Chart Plus 3.0 and higher, you can change the orientation of your chart with a simple setting, allowing you to easily determine which presentation works best with your dataset.

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The default orientation of a chart can be changed in the General Settings configuration screen using the Chart Orientation drop-down list. This option is available for all chart types except Pie and Bubble charts.

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Note: When you change the chart orientation, the X and Y axes will flip on the chart, but the X -Axis and Y-Axis configuration screens will still assume a vertical orientation.
For example: To make further changes to the Y-Axis of a chart configured with a horizontal orientation, the changes should be made to the X-Axis settings screen.
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Highlights of Chart Plus

Highlights of Chart Plus

ChartPlusWebPart.pngChart Plus more features, no code. Visually communicate critical data quickly and effectively to assist in making more informed business decisions.

Distributing critical business data can be a difficult and expensive process. Available for SharePoint 2007, SharePoint 2010, and SharePoint 2013, Bamboo’s Chart Plus allows you to effectively communicate results to your entire enterprise without the need for costly reporting software. Using your existing SharePoint, SQL Server, external lists for SharePoint 2010/2013, Excel Services for SharePoint 2010/2013, Bamboo List Rollup, MashPoint, or Microsoft Business Data Catalog/Business Connectivity Services data, Chart Plus creates visually dynamic, interactive charts that help you make better, more informed business decisions.

Data Source Selections for Chart Plus

Data Source Selections for Chart Plus

Configuring Chart Plus

Create charts from data in SharePoint lists, SQL Server tables or views, MashPoint or Microsoft Business Data Catalog applications, or data views created by Bamboo List Rollup Web Part. Update source data and watch your charts update in real-time! Read data from an Excel Workbook to generate charts using Excel Services, from SQL tables from another server using secure store account, and from external lists with External Content Type based on a SQL Server Table.

Click on a category name below for details about the options available in the Data Connection Settings section of the Web Part Settings. To edit Chart Plus Web Part Settings, edit the Web Part properties and click the Chart Plus Web Part Settings button in the Web Part tool pane.

Tip: Click the Preview button to preview the chart after changing a setting.

SettingsPanel.pngWhen you choose the Data Source Type, the link for that type on the left side of the Chart Plus Web Part Settings dialog is enabled. The corresponding options display so that you may configure the appropriate options for that data source type.

For example, in this image, the Excel Services option is selected; therefore, the options corresponding to Excel Services are then shown in the configuration panel.

SharePoint List or Library

SPversions.jpg

Use a SharePoint List or Library as the Data-Viewer data source. Regardless of the SharePoint on-premises version, display data from a SharePoint List or Library.

SQL Table or View
SQLServer.jpgDisplay data from a Microsoft SQL Server 2005 or SQL Server 2008 table or view.

Bamboo List Rollup

ListRollup.png To display data from more than one list or library in a Data-Viewer Web Part, connect to a Bamboo List Rollup – sold separately. List Rollup Web Part aggregates data from multiple lists or libraries into a single view, which can then be displayed in a Data-Viewer Web Part to take advantage of data analysis and data interaction features. For product and purchasing information for List Rollup Web Part, visit the product page.

For details about configuring List Rollup Web Part to aggregate data, view the List Rollup Online Documentation.

Excel Services

ExcelServices.jpg To create a chart using data stored in an Excel workbook, configure the connection options as instructed here.

BDC or MashPoint

Display data from external applications using Business Data Connectivity or MashPoint. To create a chart using data stored in a BDC or MashPoint application, follow instructions here.

External List

Lastly, we also offer you the ability to create a chart, in Chart Plus 3.5 for SharePoint 2010, using data stored in an External List. In order to create an External List, you must first create an External Content Type using the instructions found in the topic: How to Use an External List.

Data Source Settings Overview

Configuring Chart Plus

Custom CSS Table for Chart Title

Custom CSS Table for Chart Title

<Appearance>
CSS Property Values Description
Corners Corners=”Round”
Corners=”Rectangle”
Values will correspond to the sides of your chart in order of
Top-Left, Top-Right, Bottom-Right, Bottom-Left, Pixels.

Example: Corners=”Round, Round, Round, Round, 8″
This will produce a chart with Top-Left, Top-Right, Bottom-Right, and Bottom-Left corners rounded with a corner thickness of eight pixels.
TextQuality
TextQuality=”SystemDefault” This will format your text to the default setting of your SharePoint site.
TextQuality=”SingleBitPerPixel” Use only a single bit of color per pixel. This will result in a black-and-white font.
TextQuality=”SingleBitPerPixelGridFit” A SingleBitPerPixel font which will not extend above or below a set of invisible grid lines.
TextQuality=”AntiAlias” Fonts will appear with rounded edges.
TextQuality=”AntiAliasGridFit” An AntiAliased font which will not extend above or below a set of invisible grid lines.
<Appearance> <FillStyle>
CSS Property Values Description
MainColor
MainColor=”HexaDecimal Replace italicized text with a Hexadecimal value in order to specify a color. Example: MainColor=”00FF00″
MainColor=”Color Name Replace italicized text with a color name to specify a color.
Example: MainColor=”yellow”
MainColor=”RGB Replace italicized text with an RGB value in order to specify a color.
Example: MainColor=”rgb(255,255,0)”
SecondColor
SecondColor=”HexaDecimal Please refer to the notes for the “MainColor” attributes.
SecondColor=”Color Name
SecondColor=”RGB
FillStyle
FillStyle=”Solid” Fill your chart with a single, solid color.
FillStyle=”Gradient” Fill your chart with a background gradient.
FillStyle=”ComplexGradient” Fill your chart with a complex gradient.
FillStyle=”Hatch” Fill your chart with a hatch pattern.
FillStyle=”Image” Use an image for the background of your chart.
<Appearance> <FillStyle=”ComplexGradient”> <FillSettings> (For <FillType=”ComplexGradient”> only)
CSS Property Values Description
GradientMode
GradientMode=”Horizontal” Gradient will fade horizontally.
GradientMode=”Vertical” Gradient will fade vertically.
<Appearance> <FillStyle=”ComplexGradient”> <FillSettings> <ComplexGradient> <GradientElement> (For <FillType=”ComplexGradient”> only)
CSS Property Values Description
Color
Color=”HexaDecimal Replace italicized text with a Hexadecimal value in order to specify a color.
Example: MainColor=”00FF00″
SecondColor=”Color Name Replace italicized text with a color name to specify a color.
Example: MainColor=”yellow”
SecondColor=”RGB Replace italicized text with an RGB value in order to specify a color.
Example: MainColor=”rgb(255,255,0)”
Position Position=”Decimal”

Use a decimal value to determine chart position.

NOTE: this value must be lower than or equal to 1.

<Appearance> <Position>
CSS Property Values Description
Position
Position=”Top” Though this property exists in custom CSS, Chart Title position is determined through use of the Title Location property in the Web Part Configuration toolpane. This property will have no effect on Chart Title.
Position=”Right”
Position=”Bottom”
Position=”Left”
<Appearance> <Border>
CSS Property Values Description
Color
Color=”HexaDecimal Replace italicized text with a Hexadecimal value in order to specify a color.
Example: MainColor=”00FF00″
SecondColor=”Color Name Replace italicized text with a color name to specify a color.
Example: MainColor=”yellow”
SecondColor=”RGB Replace italicized text with an RGB value in order to specify a color.
Example: MainColor=”rgb(255,255,0)”
Width Width=”Pixel(s)” Specify the thickness of the border around your Chart Title in pixels. Example: Width=5px;
<TextBlock> <Appearance> <TextProperties>
CSS Property Values Description
Font
Font-Family=”Font Name Replace italicized text with a font name to change the font of your chart text.
Font-Size=”XX Replace the italicized text with a number. Specify size using typographic points(pt) or pixels(px)
Example: Font-Size=”14pt” or Font-Size=”14px”
Font-Style=”Style Name Replace italicized text with a style name. Acceptable style names are: “normal”, “italic”, and “oblique”.
Color
Color=”HexaDecimal Replace italicized text with a Hexadecimal value in order to specify a color.
Example: MainColor=”00FF00″
Color=”Color Name background-color: whiteReplace italicized text with a color name to specify a color.
Example: MainColor=”yellow”
Color=”RGB Replace italicized text with an RGB value in order to specify a color.
Example: MainColor=”rgb(255,255,0)”

Custom CSS Table for Chart Appearance

Custom CSS Table for Chart Appearance

<Appearance>
CSS Property Values Description
Corners Corners=”Round”
Corners=”Rectangle”
Values will correspond to the sides of your chart in order of
Top-Left, Top-Right, Bottom-Right, Bottom-Left, Pixels.

Example: Corners=”Round, Round, Round, Round, 8″
This will produce a chart with Top-Left, Top-Right, Bottom-Right, and Bottom-Left corners rounded with a corner thickness of eight pixels.
TextQuality
TextQuality=”SystemDefault” This will format your text to the default setting of your SharePoint site.
TextQuality=”SingleBitPerPixel” Use only a single bit of color per pixel. This will result in a black-and-white font.
TextQuality=”SingleBitPerPixelGridFit” A SingleBitPerPixel font which will not extend above or below a set of invisible grid lines.
TextQuality=”AntiAlias” Fonts will appear with rounded edges.
TextQuality=”AntiAliasGridFit” An AntiAliased font which will not extend above or below a set of invisible grid lines.
<Appearance> <FillStyle>
CSS Property Values Description
MainColor
MainColor=”HexaDecimal Replace italicized text with a Hexadecimal value in order to specify a color. Example: MainColor=”00FF00″
MainColor=”Color Name Replace italicized text with a color name to specify a color.
Example: MainColor=”yellow”
MainColor=”RGB Replace italicized text with an RGB value in order to specify a color.
Example: MainColor=”rgb(255,255,0)”
SecondColor
SecondColor=”HexaDecimal Please refer to the notes for the “MainColor” attributes.
SecondColor=”Color Name
SecondColor=”RGB
FillStyle
FillStyle=”Solid” Fill your chart with a single, solid color.
FillStyle=”Gradient” Fill your chart with a background gradient.
FillStyle=”ComplexGradient” Fill your chart with a complex gradient.
FillStyle=”Hatch” Fill your chart with a hatch pattern.
FillStyle=”Image” Use an image for the background of your chart.
<Appearance> <FillStyle=”ComplexGradient”> <FillSettings> (For <FillType=”ComplexGradient”> only)
CSS Property Values Description
GradientMode
GradientMode=”Horizontal” Gradient will fade horizontally.
GradientMode=”Vertical” Gradient will fade vertically.
<Appearance> <FillStyle=”ComplexGradient”> <FillSettings> <ComplexGradient> <GradientElement> (For <FillType=”ComplexGradient”> only)
CSS Property Values Description
Color
Color=”HexaDecimal Replace italicized text with a Hexadecimal value in order to specify a color.
Example: MainColor=”00FF00″
SecondColor=”Color Name Replace italicized text with a color name to specify a color.
Example: MainColor=”yellow”
SecondColor=”RGB Replace italicized text with an RGB value in order to specify a color.
Example: MainColor=”rgb(255,255,0)”
Position Position=”Decimal”

Use a decimal value to determine chart position.

NOTE: this value must be lower than or equal to 1.

<Appearance> <Dimensions>
CSS Property Values Description
*** Margin***
Margin=”Pixels(px) or Percentage(%)”
Replace italicized text with a number value indicating the desired width for chart margins. Use either a specific number of pixels or a percentage of the area the page.
Example: Margin=”10px” — This will add a margin all around your chart that is ten pixels wide,
or
Margin=”15%” — This will add a margin all around your chart is equal to 15% of the total area of the page.
Values will correspond to the sides of your chart in order of Top, Right, Bottom, Left.
Example: Margin=”5px, 10px, 5%, 10px”
This will produce a chart with a top margin of 5 pixels, a right margin of 10 pixels, a bottom margin of 5 percent of the page’s area, and a left margin of 10 pixels.
Padding
Padding=”Pixels(px) or Percentage(%)
Replace italicized text with a number value indicating the desired width for chart padding. Use either a specific number of pixels or a percentage of the area the page.
Padding differs from margins in that margins are a fixed value in relation to the outside edges of the chart; padding is a fixed value in relation to the inside edges of the chart.
Therefore, margins will move the chart away from other objects/the edges of the web page; padding will move the contents of the chart away from the inside edges of the chart.
Values will correspond to the sides of your chart in order of Top, Right, Bottom, Left.
Example: Padding=”5px, 10px, 5%, 10px”
This will produce a chart with a top padding of 5 pixels, a right padding of 10 pixels, a bottom padding of 5 percent of the page’s area, and a left padding of 10 pixels.
<Appearance> <Border>
CSS Property Values Description
Color
Color=”HexaDecimal Replace italicized text with a Hexadecimal value in order to specify a color.
Example: MainColor=”00FF00″
SecondColor=”Color Name Replace italicized text with a color name to specify a color.
Example: MainColor=”yellow”
SecondColor=”RGB Replace italicized text with an RGB value in order to specify a color.
Example: MainColor=”rgb(255,255,0)”
Width Width=”Pixel(s)” Specify the thickness of the border around your Chart Title in pixels. Example: Width=5px;
<TextBlock> <Appearance> <TextProperties>
CSS Property Values Description
Font
Font-Family=”Font Name Replace italicized text with a font name to change the font of your chart text.
Font-Size=”XX Replace the italicized text with a number. Specify size using typographic points(pt) or pixels(px)
Example: Font-Size=”14pt” or Font-Size=”14px”
Font-Style=”Style Name Replace italicized text with a style name. Acceptable style names are: “normal”, “italic”, and “oblique”.
Color
Color=”HexaDecimal Replace italicized text with a Hexadecimal value in order to specify a color.
Example: MainColor=”00FF00″
Color=”Color Name background-color: whiteReplace italicized text with a color name to specify a color.
Example: MainColor=”yellow”
Color=”RGB Replace italicized text with an RGB value in order to specify a color.
Example: MainColor=”rgb(255,255,0)”

Custom CSS Table for Chart Legend

Custom CSS Table for Chart Legend

<Appearance>
CSS Property Values Description
Corners Corners=”Round”
Corners=”Rectangle”
Values will correspond to the sides of your chart in order of
Top-Left, Top-Right, Bottom-Right, Bottom-Left, Pixels.

Example: Corners=”Round, Round, Round, Round, 8″
This will produce a chart with Top-Left, Top-Right, Bottom-Right, and Bottom-Left corners rounded with a corner thickness of eight pixels.
TextQuality
TextQuality=”SystemDefault” This will format your text to the default setting of your SharePoint site.
TextQuality=”SingleBitPerPixel” Use only a single bit of color per pixel. This will result in a black-and-white font.
TextQuality=”SingleBitPerPixelGridFit” A SingleBitPerPixel font which will not extend above or below a set of invisible grid lines.
TextQuality=”AntiAlias” Fonts will appear with rounded edges.
TextQuality=”AntiAliasGridFit” An AntiAliased font which will not extend above or below a set of invisible grid lines.
Overflow Overflow=”Row” Text will wrap to a new row in the legend.
Overflow=”Column” Text will wrap to a new column in the legend.
<ItemTextAppearance> <TextProperties>
CSS Property Values Description
Font
Font-Family=”Font Name Replace italicized text with a font name to change the font of your chart text.
Font-Size=”XX Replace the italicized text with a number. Specify size using typographic points(pt) or pixels(px)
Example: Font-Size=”14pt” or Font-Size=”14px”
Font-Style=”Style Name Replace italicized text with a style name. Acceptable style names are: “normal”, “italic”, and “oblique”.
Color
Color=”HexaDecimal Replace italicized text with a Hexadecimal value in order to specify a color.
Example: MainColor=”00FF00″
Color=”Color Name background-color: whiteReplace italicized text with a color name to specify a color.
Example: MainColor=”yellow”
Color=”RGB Replace italicized text with an RGB value in order to specify a color.
Example: MainColor=”rgb(255,255,0)”
<Appearance> <FillStyle>
CSS Property Values Description
MainColor
MainColor=”HexaDecimal Replace italicized text with a Hexadecimal value in order to specify a color. Example: MainColor=”00FF00″
MainColor=”Color Name Replace italicized text with a color name to specify a color.
Example: MainColor=”yellow”
MainColor=”RGB Replace italicized text with an RGB value in order to specify a color.
Example: MainColor=”rgb(255,255,0)”
SecondColor
SecondColor=”HexaDecimal Please refer to the notes for the “MainColor” attributes.
SecondColor=”Color Name
SecondColor=”RGB
FillStyle
FillStyle=”Solid” Fill your chart with a single, solid color.
FillStyle=”Gradient” Fill your chart with a background gradient.
FillStyle=”ComplexGradient” Fill your chart with a complex gradient.
FillStyle=”Hatch” Fill your chart with a hatch pattern.
FillStyle=”Image” Use an image for the background of your chart.
<Appearance> <FillStyle=”ComplexGradient”> <FillSettings> (For <FillType=”ComplexGradient”> only)
CSS Property Values Description
GradientMode
GradientMode=”Horizontal” Gradient will fade horizontally.
GradientMode=”Vertical” Gradient will fade vertically.
<Appearance> <FillStyle=”ComplexGradient”> <FillSettings> <ComplexGradient> <GradientElement> (For <FillType=”ComplexGradient”> only)
CSS Property Values Description
Color
Color=”HexaDecimal Replace italicized text with a Hexadecimal value in order to specify a color.
Example: MainColor=”00FF00″
SecondColor=”Color Name Replace italicized text with a color name to specify a color.
Example: MainColor=”yellow”
SecondColor=”RGB Replace italicized text with an RGB value in order to specify a color.
Example: MainColor=”rgb(255,255,0)”
Position Position=”Decimal”

Use a decimal value to determine chart position.

NOTE: this value must be lower than or equal to 1.

<Appearance> <Position>
CSS Property Values Description
Position
Position=”Top” Though this property exists in custom CSS, Chart Title position is determined through use of the Title Location property in the Web Part Configuration toolpane. This property will have no effect on Chart Title.
Position=”Right”
Position=”Bottom”
Position=”Left”
<Appearance> <Border>
CSS Property Values Description
Color
Color=”HexaDecimal Replace italicized text with a Hexadecimal value in order to specify a color.
Example: MainColor=”00FF00″
SecondColor=”Color Name Replace italicized text with a color name to specify a color.
Example: MainColor=”yellow”
SecondColor=”RGB Replace italicized text with an RGB value in order to specify a color.
Example: MainColor=”rgb(255,255,0)”
Width Width=”Pixel(s)” Specify the thickness of the border around your Chart Title in pixels. Example: Width=5px;

Create a New Chart

Create a New Chart

Chart Plus allows you to easily create powerful charts in SharePoint from SharePoint Lists & Libraries, SQL Server Tables or View, Bamboo List Rollup, BCS and Excel Services.

Use the walkthrough below to set up your chart: Data Source, Chart Type & Configuration, Display Settings, and User Interaction.

The minimum required settings are configuring a data source, selecting a chart type, and configuring the Chart Options tab. All other settings are optional.

Select a Data Source

overdata.png

Choose & configure a data source for your chart. Set up any data filters at the source level.

Choose a Chart & Configure Chart Setup

setupover.png

Under Chart Setup in the left menu, select your chart type from the Chart Type tab. Click on the links below for details using & configuring each.

Configure Display Settings

overdisplay.png

Read Configuring Display Settings for a detailed walkthrough on configuring the Display tab under the Chart Setup menu.

Here, you can name the chart title, configure legends & tooltips, and customize virtually every visual aspect of the chart.

Configure User Interaction

overuser.png

Read Configure User Interaction for information on configuring how users interact with charts. Here you can toggle toolbars, sharing, and runtime filters.

Configuring Chart Plus

Configuring Chart Plus

The Chart Plus Web Part allows you to create a chart from data in SharePoint list or library, SQL Server table or view, Bamboo List Rollup, Business Data Catalog (BDC) or Bamboo MashPoint application, Excel Services, or an External List.

hw27-2010-editwebpart.jpgTo get started, Add the Chart Plus Web Part to a Page and edit the Web Part properties. Click the Chart Plus Web Part Settings button in the Web Part tool pane to display the Web Part Settings page.

hw27-2010-wpsettingsbutton.jpg

NOTE: You must disable pop-up blockers for the site to display the Web Part Settings.

Click the links below for details about configuring Chart Plus Web Part settings.

For information about using the Chart Plus Web Part, including detailed use cases, see How to Use the Chart Plus Web Part.

Configuring Chart Plus General Settings

Configuring Chart Plus General Settings

Configuring Chart Plus

Click on a category below for details about the options available in the Preferences section of the Web Part Settings.

To edit Chart Plus Web Part Settings, edit the Web Part properties and click the Chart Plus Web Part Settings button in the Web Part tool pane.

TIP! Click the Preview button to preview the chart after changing a setting.

Chart Plus Web Part Settings

Configure User Interaction

Configure User Interaction

Back to Create a New Chart

User Interaction settings are found under the User Interaction tab on the left. Here you can toggle the toolbar, export, chart change, runtime filter, and chart selection options.

user interaction.png

Toggle Display Toolbar

  • Display Toolbar – Toggle the toolbar that displays the options below for dynamic chart types, exporting, and runtime filters. Turning the toolbar off will make these features unavailable.

Export Options

export.png

Configure options for exporting your chart. This only exports the chart, not the data table.

  • Allow Printing
  • Allow Export to Excel
  • Allow Export to PDF
  • Allow Export to Image (SVG)

Dynamic Chart Options

dynamic.png

Dynamic Chart Type Change allows users to change the chart type on the fly from the toolbar. This is helpful for comparing data in different ways.

Available chart types will depend on the dataset. 100% chart types will behave differently, but here are some general guidelines:

  • Standard Column, Pie, Line, and Area charts are interchangeable.
  • Scatter and Polar charts are interchangeable.
  • Funnel charts can convert to column, pie, line, and area.
  • Bar charts convert to column, pie, line, and area
  • Combination charts do not support dynamic type change.

Runtime Filter Options

runtime.png

Toggle Runtime Filters, which allow users to filter on the fly with views you configure. Use the arrows to move views into the runtime filter options and to re-order them.

Chart Selection Options

Enable or disable Navigate to Data Source here. If on, clicking on a chart element will open the source page in a new tab.

Configure Display Options

Configure Display Options

Return to Configuration Overview
The following options are available to customize the display of Mini-Calendar:
HW22_2010_CalendarOptions.jpg Mini View is a medium-sized calendar
Mini.jpg
Micro View is a tiny calendar
Micro.jpg
Year View displays only the months of the year
Year.jpg
If you select the Year View calendar view, Display Today in Year View will display the text Today is [current day and date] at the bottom of the calendar.

Make your choice as to which calendar display you prefer and then choose the other options as described below:

Step Action Result
1. Asynchronous Mode Asynchronous Mode allows other elements of the SharePoint page to be displayed before Mini-Calendar finishes loading. If this option is enabled, the page will load first, followed by the Web Part. If this option is not enabled, the SharePoint page will not be displayed until Mini-Calendar data finishes loading.
2. Maximum items to display per day in calendar This setting defines the number of items that will be displayed in the tooltip when you hover over a date in Mini-Calendar.
3. Select Style Sheet:
  • If Default CSS is selected, Mini-Calendar will use the master page CSS to define the color and style of the web part.

  • Click Custom CSS to define a custom CSS for the Mini-Calendar Web Part.

    For more information about customizing the Mini-Calendar Web Part CSS, see the section CSS for Mini Calendar.

4. Enter calendar width This setting allows you to shrink Mini-Calendar views further by defining a fixed pixel width. Use this setting instead of the Height and Width settings in the Web Part tool pane Appearance section to prevent scroll bars.

Configure Display Settings

Configure Display Settings

Back to Create a New Chart

Display settings are found under Chart Setup > Display > General Settings. Use the Advanced Settings tab to configure deeper styling details for the canvas, axes, and legends and to add custom CSS.

display_setings.png

Chart Title

  • Display Chart Title – Toggle display of chart title and customize the title name & position on the canvas.

Legend & Tooltips

  • Display Legend – Toggle legend display.

  • Position & Arrangement – Toggle where the legend is placed on canvas and how the items in the legend are arranged (vertically or horizontally listed).

  • Display Tooltips – Toggle tooltips, which display additional data when users hover over an item on the chart.

Chart Theme

Choose a set of colors from a list of pre-set themes. For additional customization, see the Advanced Settings tab.

Series Color

Customize the color of each series using the arrow buttons. You can use either hex codes or the color picker. These automatically update when you choose a theme. If you change these after choosing a theme, you override the series color defaults for that theme.

Advanced Settings Tab

The advanced settings tab allows granular control over colors, fonts, and borders for the chart area, legend, and axes.

advancedsettings.png

Click on the A icon, the font editor, to open the settings menu. Adjust colors and border settings using the dropdowns.

You can also add custom CSS here.

Chart Series Line Properties

For Line Charts, you can configure the Line type (solid, dotted, etc.) and width in pixels.

Back to Create a New Chart

Complementary Products for Chart Plus

Complementary Products for Chart Plus

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Set Up a Column Chart

Set Up a Column Chart

Back to Create a New Chart

Column charts are great for comparing multiple categories by one or more value. A column chart requires an x-axis category and at least one y-axis data series.

2016-01-13_13-56-00.png

Multiple y-axis series will add an additional bar in each x-axis category. Stacked column 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)

columnoptions.png

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 separate column.

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.

(If using a stacked column chart, you must have more than one Y series to use the secondary axis feature.)

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

X-Axis Configuration

columnx.png

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 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

columny.png

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.

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 or 100% stacked column.

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

Next: Configure the Chart Display Settings

Column not available for X-axis or Y-axis

Column not available for X-axis or Y-axis

Back to Create a New Chart

When selecting columns for the X & Y-axis under Chart Options, you may not see the column you would like to plot on either axis. Each axis of a chart is either a Category or Value axis–both has constraints on what data it can plot.

  • The Category Axis can plot any type of information, quantitative or text.
  • The Value Axis can only plot quantitative data. It cannot plot date/time data, numbers in choice columns, or numbers saved as text.

Refer to the chart type-specific article for details on which axes are category or value. Consult SharePoint list settings for details on column types.

Chart Plus Data Connection Settings

Chart Plus Data Connection Settings

Create charts from data in SharePoint lists, SQL Server tables or views, MashPoint or Microsoft Business Data Catalog applications, or data views created by Bamboo List Rollup Web Part. Update source data and watch your charts update in real-time! Read data from an Excel Workbook to generate charts using Excel Services, from SQL tables from another server using secure store account, and from external lists with External Content Type based on a SQL Server Table.

Click on a category name below for details about the options available in the Data Connection Settings section of the Web Part Settings. To edit Chart Plus Web Part Settings, edit the Web Part properties and click the Chart Plus Web Part Settings button in the Web Part tool pane.

Tip: Click the Preview button to preview the chart after changing a setting.

Data Source Settings Overview

Chart Plus Display Settings

Chart Plus Display Settings

DisplayOptions.pngClick on a category name below for details about the options available in the Chart Plus Display Settings section of the configuration tool pane settings. To access the Chart Display settings, edit the tool pane Chart Plus Web Part Settings and the Chart Display Settings is listed on the left navigation menu. Click each link below to learn about the features and functions for that setting.

Tip: Click the Preview button to preview the chart after changing a setting.

Chart Skin

Chart Skin

selector for Chart Skin
Chart Skin determines the overall color scheme of the Chart Plus Web Part. Use it in combination with the Series Palette options to create a unique color scheme for your chart. Featured below are all the available choices from the drop down menu:

Black
Skin-Chart_Black.jpg
Blue Stripes
Skin-Chart_BlueStripes.jpg
Deep Blue
Skin-Chart_DeepBlue.jpg
Deep Gray
Skin-Chart_DeepGray.jpg
Deep Green
Skin-Chart_DeepGreen.jpg
Deep Red
Skin-Chart_DeepRed.jpg
Default
Skin-Chart_Default.jpg
Gray Stripes
Skin-Chart_GrayStripes.jpg
Green Stripes
Skin-Chart_GreenStripes.jpg
Hay
Skin-Chart_Hay.jpg
Inox
Skin-Chart_Inox.jpg
Light Brown
Skin-Chart_LightBrown.jpg
Light Green
Skin-Chart_LightGreen.jpg
Light Blue
Skin-Chart_LtBlue.jpg
Marble
Skin-Chart_Marble.jpg
Metal
Skin-Chart_Metal.jpg
Office 2007
Skin-Chart_Office2007.jpg
Outlook
Skin-Chart_Outlook.jpg
Sunset
Skin-Chart_Sunset.jpg
Telerik
Skin-Chart_Telerik.jpg
Vista
Skin-Chart_Vista.jpg
Web20
Skin-Chart_Web20.jpg
WebBlue
Skin-Chart_WebBlue.jpg
Wood
Skin-Chart_Wood.jpg

See also:

Chart Title Settings

Chart Title Settings

Chart Title PreferencesChart Title: Enter a title to display with the chart. The following additional title options are available:

  • Title Location: The chart title can be displayed at the top, bottom, left or right of the chart. Titles are always displayed horizontally.
  • Show title: This option must be checked for the title to be visible.
  • Allow text wrap: Check this option to allow the title text to wrap if it exceeds the chart width. If this option is not checked, the title is truncated.

Sample Chart Titles


About CSS

CSS_ChartTItle.jpgYou can also modify the chart title using CSS. To create Custom CSS using the CSS properties and values below, please make note of the following:

1. Custom CSS must be added in a hierarchical structure. The paths noted in the header of each table below indicates the correct structure after which the element to be edited. Please follow this structure exactly, custom design elements may not appear properly if attributes are not in the correct structure.
2. CSS Attributes are separated using line breaks and tabs. For example,

<MainColor=”Yellow”> should be represented as:

 <Appearance>
   <FillStyle>
     <MainColor="Yellow">

The final attribute in the path will take precedence over attributes that came before.
CSS Attributes are enclosed in pointed brackets: < >

  • To add CSS Properties and their specific values to a CSS Attribute, enclose the Property and Value in the pointed brackets with the Attribute.
    • Example: <Appearance>
      <TextQuality=”SystemDefault”>
3. CSS Values which are represented by italicized text should be replaced with the appropriate value described in the Description column.

See also: