Chart Web Part in SharePoint 2010

Chart web part is a new feature in SharePoint 2010 which is used to create static and dynamic charts. In this article we will be seeing how to create an out-of-box chart web part in SharePoint 2010.

Add the Chart web part:

• Go to the SharePoint site.
  
  
• Go to Site Actions = Edit the Page.
  
  
• In the ribbon interface, go to Editing Tools = Insert = Web Part.
  
  
• In the Categories, select Business Data = Chart Web Part.
  
  
  
  
• Click on Add.
  
  
• A sample dummy chart will be displayed as shown in the following
  
  
  

We will be seeing how to create a chart by connecting to the following data

• Connect to a list.
  
  
• Connect to another web part.
  
  
• Connect to Excel Services.

Connect to a SharePoint List:

• Click on Data & Appearance.
  
  
  
  
• You could see the following options as shown in the following.
  
  
• Click on "Connect Chart to Data".
  
  
• In the Data Connection Wizard select "Connect to a list" option.
  
  
  
  
• Click on Next.
  
  
• In the List Connection, select the site and the list.
  
  
  
  
• Click on Next.
  
  
• You can view all the data and you can configure the filter the data as shown in the following.
  
  
  
  
• Click on Next.
  
  
• In the "Bind Chart to Data" section, you can choose the X field and Y field and lot of other configurations can be made in this section.
  
  
  
• Click on Finish.
  
  
• You could be able to see the chart displaying the SharePoint list items as shown in the following
  
  
  

Customize the chart:

• Click on Data & Appearance.
  
  
  
  
• Click on "Customize your chart".
  
  
• Select the Chart type and click on Next.
  
  
  
• You can change the chart appearance as shown in the following.
  
  
  
• Click on Next.
  
  
• Chart Element Properties.
  
  
  
  
• Click on Finish.
  
  
• My chart looks like the following
  
  
  
  
• Advanced Properties:
  
  
  

Connect to Excel Services:

• In this section, we will be seeing how to connect to the excel services.
  
  
• I have created a named range in the excel workbook which contains the following information.
  
  
  
  
• I have uploaded the excel workbook to the "Shared Documents".
  
  
  
  
• In the Chart web part that we have created, go to "Data & Appearance" = Connect Chart to data".
  
  
• Select "Connect to Excel Services" option.
  
  
  
  
  
  
• Enter the Excel workbook path http://serverName:1111/hr/MP3/Shared%20Documents/Rank.xlsx and enter the range.
  
  
  
  
• You could see the values retrieved from Excel workbook.
  
  
  
  
• Chart connected to excel services:
  
  
  

Similarly you could connect to the another web part and display the chart with those data.