Note: This article applies to Microsoft SharePoint 2010 versions. If you are using SharePoint in Microsoft 365, see Use the Quick Chart web part.
You can use the Chart Web Part to create and display a chart in a page. Chart Web Parts are useful for visually representing data in line charts, bar charts, and other views. Charts enable you and other users to view performance information at a glance.
When you create and add a Chart Web Part to a page, you typically do this in several phases. First, you add a Chart Web Part to a page. Next, you connect the Chart Web Part to a data source and configure the chart to display data. Finally, you can optionally change the appearance of the Chart Web Part.
In this article
Phase 1: Add a Chart Web Part to a Web Part Page
During this phase, you create or open a page for editing, and then you add a blank Chart Web Part to the page.
-
Begin by either creating a page or by opening an existing page for editing.
-
On the ribbon, click the Insert tab, and then in the Web Parts group, click Web Parts.
-
In the Categories section, click Business Data.
-
In the Web Parts section, click Chart Web Part, and then click Add.
-
Proceed to Phase 2: Connect to a data source and configure the Chart Web Part.
Phase 2: Connect to a data source and configure the Chart Web Part
During this phase, you select a data source connection and configure the Chart Web Part.
Note: Before you begin, make sure that the page that contains the Chart Web Part is in editing mode.
-
Locate the Chart Web Part that you want to edit, and then click the Data & Appearance hypertext.
-
In the Data Connection & Chart Appearance Wizards page, click Connect Chart to Data to open the Data Connection Wizard.
-
In the Choose a Data Source page, select a data source type, and then click Next. You can choose from the options that are described in the following table:
Option |
Description |
---|---|
Connect to another Web Part |
Use this option to connect the Chart Web Part to another Web Part that is capable of sending data. Examples of such Web Parts include a Document Library or a Contacts list. Note: Make sure that the Web Part that you want to use is already on the same page as the Chart Web Part. |
Connect to a List |
Use this option to connect the Chart Web Part to a list that is located in the same site collection. |
Connect to Business Data Catalog |
Use this option to you connect the Chart Web Part to a Business Connectivity Services (BCS) component. BCS enables integration with external data, including line of business applications. BCS builds on top of the Business Data Catalog technology that was delivered in Microsoft Office SharePoint Server 2007. To learn more about BCS, see Plan for Business Connectivity Services. |
Connect to Excel Services |
Use this option to connect the Chart Web Part to an Excel workbook that has been published to Excel Services. |
-
In the Connect to Data Source page, select the data source that you want to use, and then click Next.
-
In the Retrieve and Filter Data page, preview the data that will be used for the Chart Web Part.
-
To optionally configure parameters to display a subset of the data, use the following procedure:
-
Click the plus sign (+) next to Filters to expand the Define Filter Parameters section.
-
Use the Parameter Name list to select an item, such as a column in the data set.
-
Use the Type list to select an appropriate operator type.
-
Use the Default value box to specify the criterion that you want to use for the filter.
-
Click Preview Data to view the filtered data.
-
Repeat Steps 1-6 for each additional parameter that you want to use for the chart.
-
-
After you have finished previewing and filtering the data, click Next.
-
To optionally specify how you want the data to be displayed, use the Bind Chart to Data page. Do this by specifying one column for the Y Field, and another column for the X Field.
-
Click Finish to view the chart in its page.
Phase 3: Change the appearance of the Chart Web Part
After you have created a Chart Web Part, you can change how the chart appears. For example, you can select a chart type and specify display settings, including themes, the chart title and legend, axes and grid lines, and so forth.
Note: Before you begin, make sure that the page that contains the Chart Web Part is in editing mode.
-
Locate the Chart Web Part that you want to edit, and then click the Data & Appearance hypertext.
-
In the Data Connection & Chart Appearance Wizards page, click Customize Your Chart to open the Chart Customization Wizard.
-
In the Select Chart Type page, select a chart type by using the following procedure:
-
In the Chart Type Categories section, click a chart category.
-
In the Chart Templates section, click a chart template
-
Click Next.
-
-
In the Chart Appearance Properties page, select a theme by using the following procedure:
-
In the Appearance Theme section, use the Theme list to select a theme for the chart.
-
If the Drawing Style list is available, use it to specify how you want the items in the chart to appear. For example, if you selected a pie chart type, then you can use the Drawing Style list to specify how the outer edge of the “pie” will display.
-
Use the Transparency list to specify the level of opacity of the chart colors. For example, select 0% - Solid to display the chart in rich colors, and 100% - Invisible to display the chart as transparent (without any colors).
-
-
To optionally specify the width, height, and image format that you want to use for the chart, use the Size and Format section.
-
After you have configured the chart appearance properties, click Next.
-
To optionally specify settings, such as the chart title and legend, axes and grid lines, data labels, and other properties, use the Chart element properties page.
To configure one or more of the chart element properties, select a tab, and then use the following procedures (as applicable):Title and Legend
Section |
Procedure |
---|---|
Titles |
|
Legend |
|
Axes and Gridlines
Section |
Procedure |
---|---|
X-Axis
|
Note: Depending on the chart type that is used for the chart, you might or might not have the ability to format an axis or its gridlines. For example, if the chart is displayed as a pie chart, no options are available on the Axes and Gridlines tab. On the other hand, if the chart is displayed as a bar chart, many options are available on the Axes and Gridlines tab.
|
Secondary X-Axis
|
A secondary X-Axis is typically displayed across the top of a chart, whereas a secondary Y-Axis is typically displayed along the right side of the chart. Note: Depending on the chart type that is used for the chart, you might or might not have the ability to display a secondary axis or its gridlines.
|
Data Labels and Markers
Section |
Procedure |
---|---|
Labels |
|
Data Markers |
|
Hyperlinks and Tooltips
Section |
Procedure |
---|---|
Hyperlinks and Tooltips |
You can add hyperlinks and tooltips to three types of items in the Chart Web Part:
You can use hyperlinks to direct chart users to other sites that contain additional information. You can use tooltips to display comments or notes as additional information in the chart. Note: Chart users will only see tooltips and hyperlinks when they position their mouse over a particular chart element. For example, in order to see a series tooltip or click a hyperlink in a bar chart, the chart user must position the mouse over a bar in the chart.
|