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Microsoft Sharepoint Web Parts

Chart Sharepoint Web Part



Chart Web Part

The Chart Web Part allows to chart data contained in the specified Sharepoint List. The charts are created using Google's public Chart API (see official Google Documentation)

The Web Part can be used with Windows Sharepoint Services V3, MOSS 2007, Sharepoint 2010, Sharepoint 2013, Sharepoint 2016 and Sharepoint 2019 (both "classic" and "modern" pages).  

The following parameters can be configured:

  • Sharepoint List containing the data to be visualized
  • Search Filters
  • Chart Type:
    • Pie Chart
    • 3D Pie Chart
    • Donut Chart
    • Horizontal Bar Chart
    • Vertical Bar Chart
    • Line Chart
    • Area Chart
    • Horizontal and Vertical Stacked Bars
    • Scatter Chart
  • Chart dimensions
  • Chart Title
  • Chart background colors
  • Chart Legend
  • Interactive Search Filters
  • Web Part Connection for filtering

SharePoint 2019 'Modern' version »

Product Price
Chart Web Part for SP 2010
(Release 1.0.39)
Free download..
Chart Web Part for SP 2013
(Release 1.0.39)
Free download..
Chart Web Part for SP 2016
(Release 1.0.39)
Free download..
Chart Web Part for SP 2019
(Release 1.0.39)
Free download..
Chart Web Part
per Sharepoint WFE License
USD 150.00
Web Part Installation Instructions download..
Deployment Instructions for SP 2019 "modern" pages download..
Chart Web Part



Chart Web Part - Pie Chart


Installation Instructions:

  1. download the Chart Web Part Installation Instructions (PDF file, see above) 
  2. either install the web part manually or deploy the feature to your server/farm as described in the instructions.
  3. Either adapt an existing Sharepoint List or create a new Sharepoint List to store the data to be charted.
    Also optionally define a suitable List View for the List if you want to sort or filter the data in a specific way.
    The list should include a

    • column to hold the data values to be charted (see Data List Column Name setting below).
      The column should be a numeric type (Number or Currency).
      You can specify multiple data series by entering multiple List column names separated by commas (as eg. Sales 2018,Sales 2019)
    • column to hold the data labels to be used (see Label List Column Name setting below).

  4. Configure the following Web Part properties in the Web Part Editor "Miscellaneous" pane section as needed:

    • Site Name: Enter the name of the site that contains the Sharepoint List containing the data to be charted.
      - leave this field empty if the List is in the current site (eg. the Web Part is placed in the same site)
      - Enter a "/" character if the List is contained in the top site
      - Enter a path if the List is in a subsite of the current site (eg. in the form of "current site/subsite")
    • List Name: Enter the desired Sharepoint List containing the data to be charted.
    • View Name: Optionally enter the desired List View of the list specified above. A List View allows you to specify specific data filtering and sorting.
      Leave this field empty if you want to use the List default view.
       
    • Data List Column Name: enter the Sharepoint list column name of the column(s) containing the data to be charted.
      You can specify multiple data series by entering multiple List column names separated by commas (as eg. Sales 2018,Sales 2019)
    • Label List Column Name: enter the Sharepoint List column name of the column that contains the data labels to be used.
    • Aggregation Type: select the desired Aggregation type if you want to aggregate data:

      - none
      - Count
      - Sum
      - Group Sum
      - Average

      Examples using the List shown below:



      Example:
      Sum (by Title)

      sums the values (as specified in the Data List Column Name field) and groups the results by the Title column:


      Example:
      Count (by Title)

      counts the number of distinct entries in the Title column:



      Example:
      Average (by Title)

      sums the values (as specified in the Data List Column Name field), counts the number of distinct entries and groups the average by the Title column:


      You can append the data value to each label by adding the x placeholder to the "Label List Column Name" (separated by a colon). The placeholder can be surrounded by other characters.
      Example: append the data value to the labels, surrounded by parentheses:



      If the labels consist of dates, you can append a date formatting string to the column name (separated by a colon):
      Example: TradeDate:MMM-dd

      The following formatting options are available:

      d - Numeric day of the month without a leading zero.
      dd - Numeric day of the month with a leading zero.
      ddd - Abbreviated name of the day of the week.
      dddd - Full name of the day of the week.

      h - 12 Hour clock, no leading zero.
      hh - 12 Hour clock with leading zero.
      H - 24 Hour clock, no leading zero.
      HH - 24 Hour clock with leading zero.

      m - Minutes with no leading zero.
      mm - Minutes with leading zero.

      M - Numeric month with no leading zero.
      MM - Numeric month with a leading zero.
      MMM - Abbreviated name of month.
      MMMM - Full month name.

      t - AM/PM but only the first letter.
      tt - AM/PM ( a.m. / p.m.)

      y - Year with out century and leading zero.
      yy - Year with out century, with leading zero.
      yyyy - Year with century.


      You can append the data value as a percentage to each label by adding the % placeholder to the "Label List Column Name" (separated by a colon). The placeholder can be surrounded by other characters.
      Example: append the data value as a percentage to the labels, surrounded by parentheses:

      ProductName:(%)
    • Chart Type: select the desired chart type:
      - Pie
      - Pie3D
      - Donut
      - Line
      - VerticalBar
      - HorizontalBar
      - Vertical Stacked Bar
      - Horizontal Stacked Bar
      - Area
      - CombinedBarLine (combined vertical bar and line chart)
      - Scatter
      - Bubble
       

    • Chart Title: enter the desired Chart Title
    • Chart Width: enter the desired width of the chart in pixels. Enter "0" to have the web part use the available zone width.
    • Chart Height: enter the desired height of the chart in pixels.
    • Chart Color: enter the HTML color value(s) or the RGB Hex value(s) of the desired data series color. Specify one value for each data series (the values are separated by commas).
      Pie Charts: enter two (or more) colors (separated by commas) to specify the wedge colors.
      Separate multiple color values by commas.
    • Chart Background Color: enter the HTML color value or the RGB Hex value of the desired background color.
      The default value is #FFFFFF (white).
    • Chart Font Color: enter the HTML color value or the RGB Hex value of the desired text color.
      The default value is black.
    • Chart Legend Position: allows to control the placement of the chart legend if you display multiple data series (the chart legend is suppressed if only one data series is displayed):
      - top
      - bottom
      - left
      - right
      - inside
      - none
    • Horizontal Axis Label: allows to add an optional x axis label (Bar and Line chart only).
    • Vertical Axis Label: allows to add an optional y axis label (Bar and Line chart only).
    • Center Chart: horizontally center the chart within the available space.
    • Search Filter(s): enter the desired List column name(s) to be used for interactive filtering.

      • enter the name(s) of the Sharepoint List column(s) to be filtered.
      • enter multiple filters separated by semicolons.
      • If you place an "@" ampersand character on front of the filter name, a combo box is used (as opposed to a text input box) which is automatically populated with the available List values.
      • The default input box sizes can be overridden by appending a number (separated by a colon) to the filter (number of characters for text boxes, pixels for combo boxes)
      • the default filter comparison operator ("contains") can be overridden for numeric values to either specify "greater than", "greater or equal", "less than" or "less or equal" or "equal" by adding either the ">", ">=", "<", "<=" or "==" suffix as follows:
        @Year<;Price>

      • each dropdown filter can optionally be sorted ascending by adding the "^" suffix as follows:
        @Month^
        and descending (from version 1.1.42):
        @Month
      • each dropdown filter can optionally be preset by adding the preset value as follows:
        @Month=April

      Example:
      @Title;@Month;Price:5

      displays the following 3 filter boxes:


      You can also connect the Chart Web Part to a Sharepoint Filter Web Part (Connections, Get Field From ...) and then adding the "$" prefix in the configuration field "Search Filter(s)" to the column to be filtered:
      Example:
      $Season


    • Footer: optionally display a custom Footer text below the chart (you can also embed HTML tags if needed).
    • License Key: enter your product license key (as supplied after purchase of the Chart web part license).
      Leave this field empty during the 30 day evaluation period.

Please enter a comment below if you have problems with the installation, want to give feedback or have suggestions for improvements:

User Comments Post a Comment 

Kemal Aydık  
4/11/2019 13:25 
Can this webpart be used on a SP2019 on premise modern page?
Juerg  
4/11/2019 13:52 
Kemal,
yes, the web part is also available for Shareponit 2019 "modern" pages.
Ben  
5/7/2019 18:50 
How do you add additional parameters like in the previous google chart version? For example re-label the data field labels.
Juerg  
5/8/2019 12:51 
Ben,
what exactly do you mean by "re-label the data field labels" ?
Ben  
5/14/2019 18:51 
If my data column name = calValue, but I want the data label on the chart to display as "The Value" how can I do that within the Chart Web part. I was able to do this within the google chart web part in the extra google parameters section.
Juerg  
5/14/2019 20:21 
Ben,
I still do not completely understand.
Can you send a screen shot to support@amrein.com to illustrate the issue ?
Joseph  
5/22/2019 19:39 
How to we change the labels for the y axis to show as percent instead of decimals? When I change the data label with the :(%) it errors saying column not found.
Juerg  
5/23/2019 14:36 
Joseph,
to label the y-axis using percentages, please add the below to the web part's "Options" setting:

axisformat=percent
Joseph  
5/28/2019 18:22 
Hey Juerg - thanks for the follow-up. That doesnt seem to work for me. It does not update the axis labels. Does the column format need to be percent as well?
Juerg  
5/29/2019 11:17 
Joseph,
the column format does not need to be percent as well.
However, the "axisformat" option was added with version 1.0.13 on January 17, 2019, so you might need to update the web part if you use an older version.
Chris  
6/7/2019 17:26 
Hello and thanks for the great webpart!
How do you supress the data callouts and add the data value on top of the bar? The ProductName:(x) doesn't appear to work for multiple data list columns.
Matt  
6/11/2019 17:04 
I'm curious about displaying the values on the chart as well, instead of the hover callouts. Is that possible?
Andreas  
6/13/2019 15:20 
Hey Juerg, as Joseph i had the problem to format the y-axis (vaxis) as percent. Try "axisformat=percent" but no success. I use AE chart Web Part Version 1.0.16. Is there an example or list of the options to use?
Juerg  
6/13/2019 18:14 
Chris and Matt,
we have now added the new “annotate” option to display the chart values on top of the data points. It is enabled by adding the below to the web part’s “Options” setting:

annotate=1



Please re-download the AE Chart web part and then update the solution.
Juerg  
6/14/2019 15:07 
Andreas,
please note that versions prior to V1.0.18 also require to enter a value into the "Vertical Axis Label" in order to honor the "axisformat" option.
Agape  
8/23/2019 21:39 
Hi, this webpart looks amazing. Is it possible to have a scatterplot?

Thanks!
Agape
Juerg  
8/25/2019 14:53 
Agape,
we have now added the new „Scatter“ chart type:



Data List Column Name:
x-Axis,y-Axis
(eg. enter the name of the x-Axis and the y-Axis, separated by a comma)

Label List Column Name:
leave empty

Chart Type:
Scatter

If you already installed the web part, please re-download it and then update the solution.
Julio  
9/23/2019 19:30 
How can you make the y-axis show tenths and hundredths instead of just whole numbers?

Thankyou
Juerg  
9/24/2019 12:20 
Julio,
the web part automatically chooses an optimal y-axis grid.
Is this not the case in your configuration ?
If so, can you send a screen shot of the chart to support@amrein.com  ?
Jazer  
10/4/2019 08:09 
How to sort data values in the graph e.g. descending
Jazer  
10/4/2019 08:11 
Also, if possible to hide not applicable data in the graph.. Thanks so much!
Juerg  
10/4/2019 15:38 
Jazer,
please create a list view with the desired sort order and then enter the view name into the web part’s “View Name” setting.
Juerg  
10/4/2019 15:45 
Jazer,
what exactly do you mean by „not applicable data“ ?
Wyatt  
10/21/2019 15:10 
Can I change the size and font of the Horizontal Axis and Vertical Axis label.
Juerg  
10/21/2019 16:02 
Jon,
it is possible to set the font size of the axes labels by adding the below to the web part’s “Options” setting:

axisLabelFontSize=15

(the above example sets the axis label font size to 15pt).

However, currently the font family is hard-coded to “Arial”.
Would it be important for you to set an alternate font family ?
Tobi  
11/19/2019 15:51 
Hello,

is it possible to move annotations to a different position somehow?
Right now when values are 0/null, the "0" overlaps with real values in some chart types.
Like this: https://i.imgur.com/zNx61DE.png

-Tobi
Juerg  
11/19/2019 17:09 
Tobi,
this issue has now been fixed (eg. the annotations are now suppressed for values being zero).
Please re-download the web part and then update the solution.
Danny   
11/20/2019 19:07 
Is this the AE google chart? (with the bundle). I dont appear to have the 'Aggregation Type' field.

What i am trying to achieve is create a chart that displays the number of documents in a library by split by author field

so X would be author
and Y would be display the number of documents in that library by that particular author

Can you help?
Juerg  
11/20/2019 19:46 
Danny,
please make sure to install the "Chart" web part (the one described on this page as opposed to the "Google Chart" web part).
Please then configure the web part as follows:

List Name: Name of your document library
Label List Column Name: Created By
Aggregation Type: Count
Chart Type: Vertical Bar



Danny  
11/21/2019 14:05 
thanks Juerg.

Following those instructions, the webpart dispays 'Label column error: Created By|1 (Value does not fall within expected range.)

any ideas where i am going wrong?
Juerg  
11/21/2019 18:39 
Danny,
can you temporarily enter

trace=1

into the web part’s „Options“ setting and then send us the additional output generated by the web part for analysis to support@amrein.com ?
Danny Creighton  
11/24/2019 21:23 
No problem. I have emailed.
Tobi  
11/25/2019 13:32 
On some charts the labels get cut off. (https://i.imgur.com/ltWvt9a.png)
Is the an option to change this?

-Tobi
Juerg  
11/25/2019 14:38 
Tobi,
to make the vertical axis labels visible, please enter a value into the web part’s “Vertical Axis Label” setting (eg. do not leave it empty).
Gary  
11/27/2019 12:22 
Pointing this to a library, and selecting a 'Created By' field as the 'Label List Column Name'

I am getting the error 'data list column not specified or not found'

what am i doing wrong?
Juerg  
11/27/2019 14:33 
Gary,
assuming that you want to display the number of documents created by each user, please make sure to set the "Aggregation Type" web part setting to "Count".
Gary  
11/29/2019 22:16 
Having followed that instruction all the webpart displays is a lot of rows that displays 'Label column error: Created By|1 (Value does not fall within expected range.)

Juerg  
12/2/2019 14:03 
Gary,
in case you specified a list view in the web part's "View Name" setting, please then make sure to include the "Created By" column in your list view.
James Olorunosebi  
12/8/2019 20:54 
Please regarding your charting tool. I have a data I need to represent with the following conditions.

The data exists in a SharePoint List, and there is a column containing when certain software licenses expires.
I want to create an Obsolescence Chart that lets me know THE COUNT of those software that will expire using these conditions.

<=31/12/2010 (Less than or Equal to December 31st 2010)
>=1/1/2011 <=31/12/2013 (Greater than January 1 2010 but less than December 31 2013)
>=1/1/2014 <=31/12/2017 (Greater than January 1 2014 but less than December 31 2017)
>=1/1/2018 <=31/12/2021 (Greater than January 1 2018 but less than December 31 2021)
>=1/1/2022 <=31/12/2025 (Greater than January 1 2022 but less than December 31 2025)
>=1/1/2025 (Greater than or Equal to January 1 2025)

I have created Views that match this requirements. How do I tell the chart to select all 6 views and display the graph in 3D horizontal bar chart?
Juerg  
12/9/2019 11:34 
Hi James,

the Chart web part is not able to chart multiple list views, so you will need to create a calculated column for each date range as for example:

=IF(AND([Expires]>DATE(2011,1,1),[ Expires]<DATE(2013,12,31)),1,0)

Please make sure to set the column data type to “Number”.

Please then configure the web part as shown below by entering your 6 column names, separated by commas:

Data List Column Name:
Range1,Range2, etc..

Label List Column Name:
sum

Aggregation Type:
Sum
James Olorunosebi  
12/9/2019 14:12 
Thanks! Worked like a Dr.Strange sorcery! :-)
Gary  
1/8/2020 15:41 
Having followed your instruction, ensuring the Created by field is stipulated in the libraries view.
The webpart is still displaying an error - displaying numerous row detailing 'Label column error: Created By|1 (Value does not fall within expected range.)

Any ideas please
Juerg  
1/8/2020 16:24 
Gary,
did you make sure to add the "Created By" column to your list view ?

Gary  
1/8/2020 18:11 
Yes, the Created by field is displayed in my libraries view.
Juerg  
1/9/2020 10:48 
Gary,
does the problem go away if you leave the web part's "View Name" setting empty ?
Also, would it be possible to schedule a screen sharing session to troubleshoot the issue ?
Gary  
1/9/2020 18:46 
i get the same issue if i clear the view name i am afraid.

happy to run a screen sharing but i am due to go on leave for the next few weeks so i may have to get one of my colleagues to pick this up
Juerg  
1/9/2020 19:06 
Gary,
can you temporarily enter

trace=1

into the web part’s „Options“ setting and then send us the additional output generated by the web part for analysis to support@amrein.com ?
Gary  
1/10/2020 10:05 
Juerg

I will get my colleague Danny to do this as i am away from the office now for a couple weeks. Danny will be in touch via email.
Aleks Sh  
2/10/2020 16:26 
Hi
Can we set limit to get number of items from list? I've tried use a list view with 10 items limit, but web-part still show 20 items on chart.
Juerg  
2/10/2020 17:12 
Aleks,
we have now updated the web part so that it honors the list view’s „Item Limit“ setting (when the item limit is set to “Limit the total number of items returned to the specified amount”).

Please re-download the Chart web part and then update the web part solution.
Bei Shen  
3/4/2020 18:21 
Can you tell me what the difference between Chart Web Part for SP 219 (Free) and Chart Web Part (per Sharepoint WFE License)? Thanks.
Juerg  
3/4/2020 18:40 
Bei Shen,
Google disabled support for their Image Chart web service on March 14, 2019, although the service is still available to this date.
We thus released the „AE Chart“ web part as a futureproof replacement.
The "Chart" web part also has more sophisticated features.
ALEX GR  
6/16/2020 10:02 
Hey. Thanks for the app.
There is a question. why you have indicated - for free. Did I get a 30-day version? But there is no information about this? Your other applications have a separate “30 day period”. But there is no such information? How should i be now ?
Juerg  
6/16/2020 14:36 
Alex,
the download actually is a „free“ 30 day evaluation license.
Applying the license key after the 30 days turns the web part into the licensed version.
Yair  
6/21/2020 09:21 
Hi, Can we order the bar chart by the count value of the bars?
i.e after setting a count on a column we want to order the bars to be in descending order. Cat it be done(not from the list views) ?
Thanks
Juerg  
6/22/2020 12:37 
Yair,
we have now added the new "sort" option (to be added to the web part's "Options" setting as eg.

sort=desc

or

sort=asc

to sort the chart data in ascending or descending order.
Please re-download the Chart web part and then update the web part solution.
Curtis Snowden  
7/28/2020 02:25 
Is it possible to have colors tied to specific values for the chart? For example, we have a chart that is Tasks On Schedule. I find that if we have a situation where we only have data that is Not On Schedule, it still displays as blue. It looks like the colors will always be used in order, regardless of what the data actually is. Can we have the chart work so that Not On Schedule will always be displayed in Red, or any other specific color we define?

I tried to use a pipe ("blue|On Schedule,red|Not On Schedule" or "On Schedule|blue,Not On Schedule|red"), but that does not work.
Juerg  
7/28/2020 14:51 
Curtis,
we have now added the option to map specific colors to your data columns via the web part's "Chart Color" setting as illustrated below:

On Schedule=blue,Not On Schedule=red

Please re-download the Chart web part and then update the web part solution.
Curtis  
7/28/2020 18:22 
Thank you very much. Unfortunately, it doesn't appear to be working. With the latest version installed it doesn't give me an error message about incorrect color configuration, but the colors still appear in the order provided regardless of the value. Copying your string to Chart Color exactly still has Not On Schedule appearing as blue. I've double checked my spelling and capitalization and it matches exactly. The field we're charting on is Calculated with a data type returned of Single Line of Text. I'm not sure if that makes a difference or not.
Juerg  
7/28/2020 18:43 
Curtis,
which "Chart Type" are you using ?
Curtis  
7/28/2020 19:06 
Standard Pie Chart, "Pie".
Curtis  
7/28/2020 21:33 
Also, is there any way to display the chart if there is no data? Even some kind of placeholder image or text? The title for the chart is always displayed, but if there doesn't happen to be any data based on our filters, no chart is displayed. This leaves a large empty space.
Juerg  
7/29/2020 12:40 
Curtis,
we have now also added color mapping to the "Pie" chart type.
We also add support to display a message or an image if no chart data is available.
You can override the default "Currently no data" message by adding the below to the web part's "Options" setting:

nodata=your message here

To display an image instead of a text message, please use:

nodata=nodata.gif

Please re-download the Chart web part and then update the web part solution.
Curtis  
7/30/2020 19:04 
Both changes are working in the latest version! Thank you very much for your assistance!
MKirby  
8/14/2020 17:57 
When I use the annotate=1 option I get the count numbers, but they have two decimal places. How can I get them to just show whole numbers? Also, do you have a listing of ALL the options we can use in the options box?
Juerg  
8/14/2020 18:34 
MKirby,
to display just whole numbers please use the below “Options” setting:

annotate=1|labelformat=N0

List of Options:
Please note that multiple options are separated by the “|” pipe character.

labels=none   (suppress the chart labels)
labelformat=Nx   (define the numeric label format)
caml=CAML expression   (define a custom CAML expression for filtering)
cache=nn   (define the data cache duration in minutes)
header=some text   (define the chart header text)
axisformat=percent   (label the y axis using percentages)
gridcolor=color   (value define the gridlines color)
labelfontsize=nn   (define the label font size in px)
axislabelfontsize=nn   (define the axis label font size in px)
legendlabelfontsize=nn   (define the legend font size in px)
tipvalue=some text   (define the tooltip text)
annotate=1   (enable the chart value annotations)
piehole=nn   (define the piehole size in px for donut charts)
sort=asc/desc   (define the chart value sort order)
trendline=1   (display a chart trendline)
nodata=some text   (display custom text if no chart data is available)
css=some CSS styles   (inject additional CSS styles)
trace=1   (enable debug tracing)
Jay  
8/14/2020 21:43 
Can you please show how to create a stacked vertical bar chart, thanks!
Juerg  
8/17/2020 12:47 
Jay,

- set the "Chart Type" to "Vertical Stacked Bar"
- enter at least 2 list columns (one per data series) into the "Data List Column Name" setting.
- if you intend to sum the values by group, set the "Aggregation Type" to "Group Sum"

Technical Support Contact Information
If you find that you cannot resolve an issue using the above tools, our Technical Support staff will be ready to handle your technical support needs. You can reach our staff by phone or by email.

Phone: +41 (0)62 823 75 75 (9am - 5pm GMT)
Fax : +41 (0)62 823 75 74
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