Chart Plus Cloud Part® User Manual

Chart Plus

Cloud Part®

Easily add visually dynamic charts and graphs to your SharePoint sites.

User Manual

Configuring the Chart Plus Cloud Part®

After adding the Charts Plus Cloud Part® to a page, the user can click on the icon to pull up the Chart Plus Data Selector form.

Fill out the form to the desired configuration:

1. Chart Name
   The value entered here will appear above the chart as the title

2. Source Site
   In this field, the user types in which site collection or site contains the list containing the data for the chart.  The value selected here determines the source list choices in Source List. (See item #3 below). After choosing the source site, press Load Lists to populate the Source Lists field.

3. Source List
   Choose the list that contains the data for the chart. The lists shown here depend on the Source Site value selected. 

4.  Chart Type
   Select the type of chart: Column, Bar, Pie, Donut, Line, Area, Scatter, or Bubble. Some chart types may or may not require items 5 and/or 6 below. See image below for a few examples of what the various chart types look like. 

5. X (Category) Axis

1. Select Category Field
   Select which column of categories you would like to compare. The dropdown list will auto-populate with columns from your Source List.

2. Single (Category) Axis
   This toggles the option to count the number of items in each category in the x-axis data set. This precludes using a Y axis series. This is not available for scatter or bubble charts.

3. X Axis (Bubble Chart)

Because the size value is represented by a circle area, it is recommended to plot positive values.

4. Enable Aggregation
   Group x values that are the same. This will enable the ability to aggregate the y values for these categories.  (See below item #6 below). This is not available for scatter or bubble charts.
   

5. Stack Bars
   Select two Y values with a second Y-Axis value stacked on top.

 

6. Y (Value) Axis

1. Series
   Specify which list column contains the values you would like to compare between the categories. Enter a choice field if you selected Stack Bars.

2. Aggregate
   If you have enabled data grouping on the x-axis, you can aggregate the y-axis data you are comparing (sum or average) by either the sum or the average. By default, chart plus compares the sum of y values.  This is not available for scatter or bubble charts. 

3. Fields to Aggregate
   Select a field to aggregate. By default, chart plus compares the sum of y values. [ This is not available for scatter or bubble charts. ]

4. Size of the bubble [Bubble Charts]

7. Filter Data
   
   Chart Plus allows the user to filter the data returned.  There are three main options:

1.  Show All – All data from the Source List will be rendered in the chart.

2. Use Existing List View – Only the items that show in the selected already-existing view for the Source List will be shown

3. Specify Filter Condition – The user can set up their own custom filter conditions.  For example, exclude items whose “Region” column value is “North” Multiple conditions can be added and combined by using the option.

8. Submit
   Press the submit button to generate the chart.

Bubble Chart

A Bubble chart displays three-dimensional data—two values for the coordinates of the item and one for their size.

Bar Chart

Bar charts and Column charts are categorical charts which display data by using horizontal or vertical bars whose lengths vary according to their value.

Stacked Bar Chart

Stacked Bar charts are suitable for indicating the proportion of individual values to the total.