The List Chart View web part charts data from a single list on its parent site.

Click here to learn how to add a web part to a BrightWork web part page.

All web parts share basic modification functionality - click here to learn about this. Modification options specific to the List Chart View web part are addressed below.

The Report Information Icon

When you click the report information icon in the title, a popup shows the details of the current report. It also expands the Ribbon, opening the tab associated with the webpart.

Details include: the report title, the type of report, the data source the list uses, and what filters are applied.

Configure the List Chart View

To configure the List Chart View web part:

  1. Click the menu on the chart.
  2. Click Configure Chart.

Chart Data Source

Select List

Select the list you want to chart.

Filter

There are three options:

  • All items in this list
    This includes all list items from the selected list.

  • All items in this view
    This uses the filtering from the selected view in the selected list. If there is no filtering specified in the selected view all list items are included.

  • Specify filter (CAML)
    This allows you to write your own CAML filter and insert the code.

Web Part Settings

Title

Enter a title for the report.

Chrome

Select a chrome type for the report:

  • Default
  • Border Only
  • None
  • Title and Border
  • Title Only

Chart Type

Select a chart type.

3-D Charts

The following charts can be rendered in 3-D.

Polar Charts

The following charts can be viewed in polar.

Chart Data Binding

Select the columns to supply the data to render.

X-Axis Settings

  • Column
    Select the column to use as the X-Axis

  • Sort Direction
    Select the direction in which you want the items returned to be sorted

  • Enable categorization for this column
    Select whether you want all the list items returned to be grouped according to the selected X-Axis column. Not selecting this checkbox means that list items returned will be individually displayed.

  • Do not include data when the Y-column values(s) equal zero
    Select to exclude items with a Y-column value of zero

Y-Axis Settings

  • Display the number of items in this group
    Select to display the number of items in the X-Axis column

  • Y Field
    Select the column(s) to display along the Y-Axis

    Only Number columns will be available for adding to the Y-Axis.

    For most chart types you can select up to 10 Y-Axis columns. The exception are for Pie and Doughnut, for which you can only select one.

  • Grouping Formula
    Select the grouping formula to be used on the selected Y-Axis column.
    The available formulae include:

    Function Description

    Average

    Calculates the average value for the column.

    Maximum

    Returns the highest value in the column.

    Minimum

    Returns the lowest value in the column.

    Standard Deviation

    Measures how widely values are dispersed from an average value (the mean).

    Sum

    Adds the items in the column.

    Variance

    Measures the statistical variance of all values in the column.

Chart Appearance

  • Chart Theme
    By default, charts use the local SharePoint theme to designate a color scheme for the Y-Axis columns; however, you can over-ride this and select a custom theme for the chart.

    Chart Theme

    Y-Axis Settings

    Col 1

    Col 2

    Col 3

    Col 4

    Col 5

    Col 6

    Col 7

    Col 8

    Col 9

    Col 10

    Default
    Blue Scale
    Bright 1
    Bright 2
    Excel
    Grey Scale
    Primary
    Traffic Light
    Spectrum
    Pastel
    Dynamic
  • If the chart type is Pie or Doughnut, the values in the selected X-Axis column will be illustrated.
  • Chart Width
    Specify a width for the chart

  • Chart Height
    Specify a height for the chart

  • Show chart border
    Select this option to show the chart border.

  • Chart Display
    There are three options:

    1. Show as standard
    2. Show as polar
    3. Show in 3D
  • X-Axis Options
    Select this option to format for readability. When a chart has lots of data, the format for readability option enables clearer content as shown in the image below.

Chart Title and Legend

Chart Title

  • Show Chart Title
    Select to enable the display of a chart title

  • Title
    Enter a title for the chart

  • Location
    Select the preferred location for the chart title

  • Alignment
    Select the preferred alignment of the chart title

Chart Legend

  • Show Chart Legend
    Select to display a legend that illustrates the selected Y-Axis columns

    If the chart type is Pie or Doughnut, the values in the selected X-Axis column will be illustrated.

  • Location
    Select the preferred location for the chart legend

  • Alignment
    Select the preferred alignment of the chart legend

Chart Data Display Settings

Chart Data Labels:

  • Show data labels
    Select to include in chart data results

Custom X Field Styles

You can match values in certain column types to a specific color, for example BrightWork includes a number of Red, Yellow, Green columns such as the Health Indictor. With this feature you can ensure that the colors displayed in a chart match these values.

To specify Custom X-Field styles:

  1. Select Use Custom Styles.

    This feature is only available when:

    • The selected column type is one of the following: Text, Choice, User, Lookup, and Boolean.
    • Categorization is enabled for the X-Axis.
    • Only one Y-Axis is specified.
  2. Enter a value in the Values field and select a color.
  3. Repeat step 2 for the remaining values you want to match a color to.

The following rules specific to each column type apply:

  • Text values must be entered exactly as they are entered into list items.

  • Choice values must be entered exactly as entered in the choice column.

  • User values must use the user display name.

  • Lookup values must be entered exactly as entered in the originating column.

  • Boolean values must be entered as Yes or No.

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