Sunday, June 2, 2013

Using the Chart Web Part: Tips and Procedures

Introduction

This posting consolidates notes on using the Chart web part.  It includes notes for both 2010 and 2013.  In most cases, notes written for 2010 can be applied to 2013.

Deploying the Chart Web Part

The Chart web part is immediately available in the Enterprise version of SharePoint 2010 [1,3].  However, it is also available in the Standard version if you know how.  To make it available in SharePoint 2010 Standard, you will need to specifically add the web part to the site collection from the Web Parts list [2].  To do this, go:

[yoursharepointsite]/_layouts/NewDwp.aspx

This takes you to the undocumented page, Web Part Gallery.  Scroll down until you find the Chart web part.  Select its checkbox, and then click the Populate Gallery button at the top of the page.  Now go back to your draft page, and again work through the process of adding a web part to a page [3].

Add Axis Interlacing (Bands)

Configure an Alternating Bands (Banded) Background

1) Go to Advanced Properties
2) Select Chart Areas
3) From the Axis menu, select the desired axis
4) Scroll down until you find the Appearance group of settings, and then set Interlaced = TRUE
5) Also in this group, set the InterlaceColor = [desired color]

Angle Axis Labels

1) Go to Advanced Properties
2) Select Chart Areas
3) From the Axis menu, select the desired axis
4) Scroll down until you find the Labels group, and then set Angle = [desired angle]

Hide the Data & Appearance Advanced Properties toolbar

1) Open the page in SharePoint Designer
2) Locate the Chart View Web part in Code View
3) Search for ShowToolbar, and set it to False.

Cannot remove second chart area
  1. Re-assign any series currently assigned to the second chart area back to the first.
  2. Remove any titles assigned to the second chart area.
  3. For both chart areas, for the Alignment settings, set the AlignWithChartArea back to NotSet.
  4. Not ensuring these settings changes will cause any attempt to delete the second chart area to fail.

References
  1. SharePoint Config Blog: SharePoint 2010 Web Parts by License Type
  2. Al's Tech Tips: SharePoint 2010 Shortcuts and General Aids
  3. SharePoint 2010’s Chart Web Part
  4. Microsoft Office: Introduction to the Chart Web Part
  5. SharePoint Solutions: The New Chart Web Part in SharePoint 2010

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