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Grouping and Aggregate Functions
Configuring the Chart Web Part » Grouping and Aggregate Functions
In the Group Data section you are able to certain entries together based upon values that they have in common. Situations in which this may be useful is if you have entries for certain regions or individual years that you want to be grouped together so that it is…
Filtering Data
Configuring the Chart Web Part » Filtering Data
Depending on the age, source or generation method of your data source, it may contain outdated or unnecessary information. If that is the case you can use the Filter Data page to remove what is not required from the source prior to generation of the chart. To do this…
Activate without Internet Access
Installing the SharePoint Chart Web Part » Licensing the SharePoint Chart Web Part » Activate without Internet Access
To activate a license for the Chart webpart on a server that does not have internet access, first go to System Settings within Central Administration and select Manage LightningTools products licensing. Ensure that SharePoint Chart is selected from the Choose…
Upgrading the SharePoint Chart Web Part
Installing the SharePoint Chart Web Part » Upgrading the SharePoint Chart Web Part
When a new version of the SharePoint Chart web part is released please follow these steps in order to upgrade your installation. ! You must be a SharePoint farm administrator in order to carry out this process. Do not copy and paste PowerShell commands as hidden…
Drilldown
Configuring the Chart Web Part » Drilldown
The drilldown option allows the main chart to serve as a summary of all of the data being presented and then for the users to view more detail about specific areas by clicking on dataplots. The drilldown function can be enabled in four different ways which shall be…
Uploading the SharePoint Chart Solutions
Installing the SharePoint Chart Web Part » Uploading the SharePoint Chart Solutions
To add the SharePoint Chart web part to your environment, please complete the following steps. First extract the SharePoint-Chart.zip package and select the file relevant to your environment, e.g. SharePointChart2016.wsp. Copy the relevant file onto your SharePoint…
Configuring the Data Source
Configuring the Chart Web Part » Configuring the Data Source
The first screen that you will see when selecting the chart’s configuration wizard will ask you to select your data source and then which parts of that source you wish to draw information from. From here you can select from one of the data source types in…
Activate with Internet Access
Installing the SharePoint Chart Web Part » Licensing the SharePoint Chart Web Part » Activate with Internet Access
To activate a license for the Chart webpart on a server that has internet access, first go to System Settings within Central Administration and select Manage LightningTools products licensing. Ensure that SharePoint Chart is selected from the Choose Product…
Consuming Web Part Connections
Configuring the Chart Web Part » Consuming Web Part Connections
The Chart Web Part can be configured to display data from another web part on the same page. As an example, you may be using the Lightning Conductor Web Part to rollup tasks from multiple sites, and would like to display in a pie chart, the ratio of those tasks based…
Licensing the SharePoint Chart Web Part
Installing the SharePoint Chart Web Part » Licensing the SharePoint Chart Web Part
When you first deploy the SharePoint Chart web part in your environment it will be available to you as a 14 day free trial. During this trial period you are able to use the Chart web part’s full functionality and see the number of days remaining in your trial…
Using the SharePoint Chart Web Part
Using the SharePoint Chart Web Part
The SharePoint Chart web part can be used to graphically display information from a wide variety of sources including; SharePoint lists, Excel files and SQL databases. The manner in which information is displayed and the exact data that is used is widely…
Activating the Chart Web Part Feature
Installing the SharePoint Chart Web Part » Activating the Chart Web Part Feature
Before you can add the SharePoint Chart web part to a SharePoint page you need to first ensure that the Chart site collection feature is activated. How to do so is described in the following steps: !You must be a site collection administrator to complete these…
Configuring the Chart Web Part
Configuring the Chart Web Part
Once you have added a Chart web part to a page a blank web part will appear with a simple text message offering you the option to import a chart exported from elsewhere or to launch the configuration wizard. If you want to use the wizard to alter a chart that has…
Adding the SharePoint Chart Web Part to the Page
Using the SharePoint Chart Web Part » Adding the SharePoint Chart Web Part to the Page
To add the SharePoint Chart web part to a page in SharePoint please use the following steps: Put the page into EDIT mode. Click in the location on the page where you wish to place the web part and then select the ribbon tab labelled INSERT. Click on the Web Part…
Exporting the Chart
Configuring the Chart Web Part » Exporting the Chart
The dropdown menu in the top right hand corner of a Chart web part Includes the option “Export This Chart”. Upon selecting this option there will be a short delay while “Performing Actions” boxes are displayed over the chart before you receive…
Deploying the SharePoint Chart Solution
Installing the SharePoint Chart Web Part » Deploying the SharePoint Chart Solution
Next, when you have finished uploading the WSP, you will need to deploy it to SharePoint. 1. First go to System Settings within Central Administration. From there choose Manage farm solutions and select the Chart WSP that you have uploaded. 2. On the Solution…
Combination Charts
Configuring the Chart Web Part » Selecting the Chart Type » Combination Charts
Combination Charts are also intended for use with data sets containing multiple data series. However, unlike in Multi Series charts, different data series can be plotted in different manners. For example, combining Column and Line charts into a single display as…
Selecting the Chart Type
Configuring the Chart Web Part » Selecting the Chart Type
In total there are 56 chart types provided by the SharePoint Chart web part. These are split into the following six categories; Singles Series, Multi Series, Stacked Charts, Combination Charts, X-Y Charts and Scroll Charts. When selecting a chart type to use, you can…
Installing the SharePoint Chart Web Part
Installing the SharePoint Chart Web Part
This section contains information on how to install the SharePoint Chart Web Part for Microsoft® SharePoint®. It is essential to read and complete the installation steps before you can add the Chart Web Part to a SharePoint page. Information on using and configuring…
Multiple Series Charts
Configuring the Chart Web Part » Selecting the Chart Type » Multiple Series Charts
There are 17 Multi Series chart types used for when you wish to plot multiple series of data at once. Plots of each series are coloured differently and a legend displaying the names of the series can be attached to the chart. Examples of these chart types are shown…
Stacked Charts
Configuring the Chart Web Part » Selecting the Chart Type » Stacked Charts
Stacked Charts are used to show the total of multiple data series within a set while still being able to identify how much of the total is coming from each series. An example of a use case for this would be displaying total profit and being able to identify how much…