BoostSolutions

1. Create a Chart

1.1 Create a Chart in SharePoint List

Business Charts allows end users to create chart directly on a SharePoint llist. To complete this task and to view the chart you must have at least Design permission level in the current list.

a. Enter the list which you want to create a chart for and click Business Charts under the List tab.

b. If you use the product for the first time, a message may appear indicating that there is no chart on this list. Click Start Now or click on the right top corner to create your first chart.

c. On the Basic Settings panel, you need to configure the Chart Name, List View, Chart Type, Value (Y) Axis, Category (X) Axis and Group by (optional) options.

d. In the Chart Name section, specify a name. This option is required.

e. In the List View section, you can select one view to decide the data range you want to use to generate a chart. Personal view is not supported.

f. Select one chart type according to your needs or business goals. There are 8 types of chart you can choose from: Column, Area, Line, Bar, Pie, Bubble, Scatter and Combo chart.

g. In the Value (Y) Axis section, you can select a column or field to display on the y axis.

The drop-down only lists the columns contained in the selected view.

Supported columns: Single Line of Text, Yes/No, Choice, Number, Currency, Date and Time, Person or Group, Lookup, Cascaded Lookup, Cross-Site Lookup.

h. In the Value (Y) Axis section, specify one function you want to apply to the values on the Y axis. To show the value of the column, select ORIGINAL.

SUM

Gets the total of all the values in the column.

AVERAGE

Calculate the average for the values in the column.

COUNT

Get the count of the records for a particular category.

MIN

Gets the smallest numeric value in the column.

MAX

Gets the largest numeric value in the column.

i. In the Category (X) Axis section, select a column or field to display on the X axis.

Supported columns: Single Line of Text, Yes/No, Choice, Number, Currency, Date and Time, Person or Group, Lookup, Cascaded Lookup, Cross-Site Lookup.

Interval

If you specify the Data and Time field as the Category (X) Axis, you can optionally specify the date or time interval to display on the chart.

For this option you will need to select one function in the Value (Y) Axis section.

You can show the data by Hour, Day, Week, Month, Quarter or Year.

j. In the Group By section, specify a column by which to group data.

You can optionally summarize data values in groups using the Group by option. For example, if you want to compare the sales numbers for three products by month or by quarter then this is the best function to use.

Please note, if you want to use the Group by function, you must select a function (SUM, COUNT, MAX, MIN, AVG) in the Value (Y) Axis section.

Supported columns: Single Line of Text, Yes/No, Choice, Number, Currency, Date and Time, Person or Group, Lookup, Cascaded Lookup, Cross-Site Lookup.

Interval

Once you select a Date and Time column in the Group by section, you can optionally group the data to a specified interval.


Note: If you select a Date and Time column in the Category (X) Axis section and select Month or Quarter in the Interval section, a [< Date and Time Column Name< _Year ] option will appear in the Group by dropdown list.

This column helps to compare your business data within the same month or quarter for all previous years.
To understand how to use this column to anaylze your business data, please refer to section Use Case for details.

k. Click the Save Settings button to save the configurations.

l. Click the Close Settings button to close the setting panel.

1.2 Create Charts using the Business Charts Web Part

When you create charts using the Business Charts Web Part, you need to first add the Business Charts Web Part on your page and connect it to a data source. Then you can change the appearance of the chart.

Business Charts supports multiple popular external data systems as the data sources such as, Microsoft SQL Server 2000-2008 R2, Oracle Database and SharePoint 2010/2013.

1.2.1 Add a Business Charts Web Part

To add a Business Charts Web Part, you must have at least Design permission level.

a. From any page, click on the Settings icon and choose Settings from the drop-down menu.

b. Click on the page where you want to add the Web Part to and click the Insert tab followed by Web Part.

c. Under Categories, select BoostSolutions Web Parts category. Next select Business Charts under the Web Parts section and click Add.

d. Then click Save & Close to save the page.

1.2.2 Connect to a Data Source

After the Business Charts Web Part is added on page, you can connect it to the specified data source.

a. Hover over the Business Charts Web Part to reveal the blue arrow on the top right corner of the web part. Click on the arrow to open a drop down menu and click on Business Charts Settings.

b. In the Business Charts Settings page, expand the Data Source panel.

c. In the Data Source Type section, select a data source type and configure the authentication.

1.2.3 Create a Chart in the Web Part

The steps of creating charts on Web Part are same as list, please see section 1.1.

2. Filter Data to Display on Chart

This function allows you to specify criterias to filter data to display on the chart. With this function, you can narrow your data selection.

For Business Charts Web Part, this function is only available when the data source is SharePoint list.

a. In the Business Charts Settings page, expand the Filter section.

b. Select the checkbox next to Enable Filter to enable this function.

c. Select one column or field and operator and then specify a value to compare.

d. To add more filters, click to add a filter (click to delete a filter).

e. Click the Save Settings button to save the configurations.

3. Change Appearance

After a chart is created, you can change the axis title, label and add animation effects.

a. Open the Business Charts Settings panel and expand the Appearance section.

b. In the Value (Y) Axis Title section, specify a short title to display on the x axis of the chart.

c. In the Category (X) Axis Title section, specify a short title to display on the y axis of the chart.

d. Specify if you want to display labels on the chart and specify the number of decimal places in the label.

e. Specify if you want to enable animation effects while loading the chart.

f. Click the Save Settings button to save the configurations.

4. Use Case

You are a sales specialist and you record product orders to a SharePoint list. Your supervisor wants you to compare the sales data, by quarter, for 2013 and 2014.

To create a chart that meets your requirement, follow these steps:

a. First enter the Sales Order List and click on Business Charts under the List tab.

b. In the Business Charts dialog, click the Add a new chart button.

c. In the Basic Settings section, specify the following settings:

Chart Name: Specify a name for this chart.

List View: Select All Items to generate a chart.

Chart Type: Select a column chart to display your data.

Value (Y) Axis: Select the Total Amount column and select the SUM function.

Category (X) Axis: Select the Date Fulfilled column to display on the x axis.

Interval: Specify the interval as Quarter.

Group by: Select [Date Fulfilled_Year].

d. In the Filter section, specify the criteria to filter data:

e. In the Appearance section, specify the title for the x and y axis as follows:

f. Click Save Settings to save the settings.

g. You will get a chart that looks like this:

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