Configuring the Native Chart Web Part in SharePoint 2010

Video length: 6:18

Video description: This video walks through the process of configurng the native Chart Web Part in SharePoint 2010.

To insert the Chart Web Part:

  • Go to the page where you want to insert the web part
  • Add the Chart Web Part to your page. The Chart Web Part is found under Business Data Category
  • Once the Web Part is added, you will notice a couple of options to choose from : Data & Appearance and Advanced Properties

Connect the chart to data

  • Click on Appearance & Data and then click on Connect Chart to Data. This will launch a 4-step wizard
  • Step 1, choose a data source: Your Chart Web Part can either be connected to another Web Part capable of providing data, data for a list that exists within the same site collection, an external content type defined in the Business Data Catalog, or data from an Excel workbook using Excel Services.
  • Step 2, Connect to Data Source: This will vary based on your selection in step 1. In the video, which is how I will proceed, I’ve connected to a list so in that case you’d select your site from within the same site collection (that is the limitation here) and then from the list dropdown select your list.
  • Step 3, Retrieve and Filter Data: In this step, you can view the data retrieved from the selected list and filter the data by using an existing column as a parameter. If you like to Filter data based on parameter name, type, and value, expand the “+” icon next to Filter Data.
  • Step 4, Bind the Chart to Data: In this final step, you can configure your data series, series properties such as X and Y fields, data analysis such as running a moving average or mean for your content, and other advanced options.

 Customize your Chart:

  • Click on Appearance & Data and then click on Customize Your Chart. This will launch a 3-step wizard
  • Step1, Select Chart Type: Choose from the Chart Type Categories the category of the chart and then pick your Chart Template from the right-hand panel which shows the different chart types.
  • Step 2, Chart Appearance Properties: In this step you can define your appearance theme, drawing style, transparency as well as the size and format of your chart.
  • Step 3, Chart Element Properties: This is where you define title and legend, axes and grid lines, data labels and markers, and hyperlinks and tooltips.

Configure Advanced Properties:

  • Click on Advanced properties, this will present you with a number of elements to configure such as annotations, chart areas, legends, series, titles, toolbar, and context menu properties. As you choose your element from the select an element navigation, the different properties will render under the chart properties panel and you can configure them as you wish.

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