Chart Web Part SharePoint 2010

One of the new additions to Microsoft’s SharePoint Server 2010 platform is the Chart Web Part (CWP), which allows you to create static and dynamic charts for your site without a line a code. One of the complaints from MOSS 2007 was that users wanted to be able to drop a chart onto their site to create dashboard or display information from Excel documents, or provide metrics to other users in a graphical way.

So now that the Chart Web Part is available, let see how we can use it. To drop a Chart Web Part on your page, go to Site Actions > Edit Page. From there, click “Insert” from the Editing Tools menu. The “Chart Web Part” is available under the “Business Data” category, then you can click on the CWP option and add to a content area.

Chart_Web_Part1

Once added to the page, you will see “Data & Appearance” and “Advance Properties” options.

Chart_Web_Part2

There are a couple of ways you can go once you click the “Data & Appearance” link. You can change the way that the chart will display under “Customize Your Chart” or change the data connection the chart by selecting “Connect Chart to Data” link.

Chart_Web_Part3

The “Customize Your Chart” options will start with selecting the type of chart you’d like to have display your information. There are 2D and 3D chart types you can select and various sub-types of chart types to choose from.

Chart_Web_Part4

Chart_Web_Part8

Chart_Web_Part9

Then click “Finish” and you have a web part on your page, but now we need to decide which data to use now that we’ve make look the way we want. To change the data source, click “Connect Chart to Data” and we’ll review the options available.

Chart_Web_Part10

We can connect to another web part that has information that we need, maybe from another SharePoint list. We can connect directly to a list, the Business Data Catalog that contains your business system’s data or to Excel Services that has a spreadsheet you’d like to dynamically update in one location and pull into a dashboard. For this exercise, I will connect to a List, in this case, I’m going to select my “Help Desk Tickets” list.

Chart_Web_Part11

 

Here is the information that is going to be contained in my chart:

Chart_Web_Part4

I provide some information to enhance how the chart will display the data and by which fields the data could be grouped by.

Chart_Web_Part5

The final result looks like this:

Chart_Web_Part6You can change some of the properties or styles to get the result you’d like, but you can see it’s pretty easy to add a chart (or charts) to your site with a little configuration. We could look at Excel Services or BDC data in the future, but the concept is the same.

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chart web part sharepoint2013_12

Chart webpart SharePoint 2013

In this post we will discuss how to populate a chart web part from a SharePoint list. Here I am using chart web part in SharePoint 2013. Though Microsoft removed chart web part, you can check this work around to make chart web part available in SharePoint 2013.

Here I have a SharePoint list name as “Course” which has 5 columns and the data are like below:

chart web part sharepoint2013

chart web part sharepoint2013

Here I want to show a chart (bar) and want to see in Sharepoint 2013 how many trained, novice, intermediate and expert people. Similarly for SharePoint 2010, Asp.net and C#.Net skills.

For this first add a chart web part to the page (Edit Page -> INSERT -> Web Part). Once you will put the chart it will appear like below. Save the page.

chart web part sharepoint2013

chart web part sharepoint2013

After that click on Data & Appearance. Then select Connect Chart To Data as shown in the fig below:

Connect chart to webpart sharepoint2013

Connect chart to webpart sharepoint2013

In the next step select “Connect to a List” in the Choose a Data Source section. Then click on Next.

connect list chart webpart sharepoint2013

connect list chart webpart sharepoint2013

In the next step select the site and the list in the drop down.

In the next step it will show you the list and the data. Click Next.

The 4th Step Bind Chart to Data is an important step. Follow below instruction. Here

In the Series expand (click on +) Series Properties. Enter name, here I am putting based on my column names. It should be like below:

Series Name: Trained
Series Type: StackedColumn (From the drop down select the column).
Y Field: Trained (Select Trained Column from drop down)
X Field: Title (Remember this will be same for all series)

So it will appear like below:

series properties chart web part sharepoint2013

series properties chart web part sharepoint2013

Then click on the + icon near series like below:

series properties add chart webpart sharepoint2013_6

series properties add chart webpart sharepoint2013_6

Here also fill the series details like below:

Series Name: Novice
Series Type: StackedColumn (From the drop down select the column).
Y Field: Novice (Select Novice Column from drop down)
X Field: Title (Remember this will be same for all series).

So it will be appear like below:

series properties chart webpart sharepoint2013_7

series properties chart webpart sharepoint2013_7

Add all based on the columns. Here I added 4 for each columns (Trained, Novice, Intermediate and Expert).

Then click on Finish.

Now your chat will appear like below:

chart web part sharepoint2013_8

chart web part sharepoint2013_8

If you want to customize a bit like you want to show the count as well as a image in the top right corner follow below steps.

Here click on Data & Appearance, then click on Customize your chat.

Here select Stacked Column and click Next as shown in the fig below:

chart templates

chart templates

You can set the width and Height of the chart web part. then click on Next.

The next step is very important, if you want to Show Legend then you chose Show Legend.

chart web part sharepoint2013_10

chart web part sharepoint2013_10

You can go to the Axis and Gridlines tab and if you do not want the Major Grid lines then you can deselect “Show Major Grid Lines” for both X and Y axis.

If you want to show the Labels then you can select the Label and click on Finish.

chart web part sharepoint2013_11

chart web part sharepoint2013_11

Finally your chart will appear like below:

chart web part sharepoint2013_12

chart web part sharepoint2013_12