- WSS 3.0 and MOSS 2007
- SharePoint Foundation 2010 and SharePoint Server 2010
This article presents an overview of the capabilities of the Chart Plus Web Part. This Web Part is a business-oriented charting component that allows you to quickly represent your important SharePoint List data in appealing charts.
In this example, let's assume that you have a SharePoint List that contains the following sales information:
Step 1: Installing the Web Part.
Install the Bamboo Chart Plus Web Part according to the instructions in the online product documentation. Once the Web Part is installed, select Modify Shared Web Part (WSS 3.0 or MOSS 2007) or Edit Web Part (SharePoint Foundation 2010 and SharePoint Server 2010) from the menu accessed at the upper right corner of the Web Part. This menu is only accessible by users with authority to modify the page.
Step 2: Connect the Chart Plus Web Part to the List.
Next, connect the Web Part to the sample SharePoint List above. You can select a List View at this time to filter the desired data to be presented.
Step 3: Create a simple Pie Chart.
To create a simple Pie Chart to represent the Total Sales number per product, simply select the Product SKU column as your X-Axis Category, and select the Total Count column as your series data.
Select the Pie chart to display this series, and pick one of the predefined Chart Templates from the dropdown list. Your Pie Chart is now completed:
Step 4: Create a Bar Chart with Multiple Series.
In this next example, we create a bar chart to display 3 different pieces of information: The US sales units, the World sales units and the Total sales units.
Follow the same procedure as in the previous example, but select all three of the columns from your SharePoint list to display in the chart.
For each of the series, select a Chart Type. In this example, we will select the Bar chart to represent the US Count and the World Count column, and select a Line chart to display the Total Count column. You also have the options to display or hide the label for each series.
Select a predefined template for the chart, and you are done:
Step 5: Adding Secondary Y-Axis.
Now, let's add in the revenue number to the chart. Since the revenue number uses a different scale than the Units sold, we want to create a secondary Y axis to denote the revenue information.
Simply add the Revenue column as another series, select a Chart Type for the series and select the SecondaryYAxis as the Y-Axis display.
You can also modify how the series data and label are to be displayed in the chart. In this example, we will set the Secondary Y-Axis label to display data in a Currency format. Your chart should now looks similar to:
You can further customize the look and feel of the Chart, please refer to other Knowledge Base articles for additional information.