SharePoint – Chart Web Part

 

SharePoint Chart Web Part:-

One of the Out of the Box features of SharePoint is a Web Part for Charting. Adding this to a Page or Library will enable you to connect the Web Part to a data source either inside SharePoint or Remotely.

 

sign in image

 

To add the Chart Web Part insert, the above WEB Part found in the Business Data Category to a zone on your page.

Your chart can reflect data seen from the following data sources:

  1. You can connect the Chart Web Part to another Web Part. Such as Web Parts include a Document Library or a Contacts list.
  2. A SharePoint list that is located in the same site collection.
  3. A Connect the Chart Web Part to a BCS component to display external or line of business data.
  4. An Excel workbook that has been published to Excel Services.

The chart can then be configured in a similar way as chart formatting in Excel and can show Lines, Bars, or Points etc.

A little tricky to set up but you should be aware that Charting is possible Out of the Box with no need for complex designs. Below is a simple example showing the effect on weight through too much Christmas indulgence.

chart

In this example I have created a simple List and added the Chare Web App to the page as well.

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Having added the WEB Chart App, the next thing to do is to connect the App to a Data Source and then configure the Chart by selecting the data to display and what type of Chart to use.                Click the highlighted link (Data and Appearance) shown above and when the link opens these two wizards will appear at the foot of the page. Click the ‘Connect Chart to Data’ link to start formatting your chart.

chart optomization

Creating a chart will consist of 4 steps being:

 Sharepoint chart 1  

Step 1 – check the Radio Button that relates to the Data Source that you want to show in your chart.

 

Click the Next Button on the right of the wizard to move forward to step 2

Sharepoint char2 Step 2 – As we have chosen to use a WEB Part and as we have only One List Web part on this page we are only offered this to select. Using other Data Sources will provide different views relating to the Data Source and method of connection. Use the NEXT button to progress.
 Sharepoint chart 3 Step 3 – Allows us to specify the format of the data we are linking to. In this example we have chosen the Table Format to use.

 

Use the NEXT button to progress.

 Sharepoint chart Step 4 – Is the fun bit where we pull it all together and fully specify what data to use for our X and Y axis, The Type of Chart – Bar, Column, Line etc.

 

Having defined what data is to be used for the X and Y points complete your chart by clicking FINISH.

After clicking FINISH, you will see your chart on screen with the data showing. From here you can then click the ‘Data and Appearance’ again, but this time choose the Customize your Chart wizard option.

From here you can change to 2D or even 3D effects. Modify the colours used, Size and Format the chart on screen. There ae many options you can use and customise as you wish.

Sharepoint chart graphs

 

 

 

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