NOTE: This topic applies only to Summer 2005 and later Advanced Chart Roll-Ups. If you are working with a prior release, please see “Web Part Properties (Pre-Summer 2005 Only)” instead.
This particular topic applies to the following types of bar charts available in the current release: 2D horizontal bar charts, 2D vertical bar charts, 3D horizontal bar charts, and 3D vertical bar charts. Separate help topics are available for pie charts and Gantt charts.
The fields on this tab are used to select the type of chart to be displayed and set a wide variety of format settings.
When you are finished making your selections on this tab, click any other administration tab to save your changes and keep the administration interface open, or click OK to save your changes and return to the roll-up display.
This section contains the three fields described below. These fields determine the basic format of the chart roll-up.
This drop-down is used to select the chart format to utilize in the roll-up. If you want to create a bar chart, your options are 2D Hor. Chart, 2D Ver. Chart, 3D Hor. Chart, and 3D Ver. Chart.
This drop-down is used to select the image format used when the chart is displayed. The default is JPEG, but GIF is also supported.
When this checkbox is selected, the value of the items returned will be displayed at the end of each bar as a percentage of the total results. When it is not selected, the value of the items returned will be displayed as defined in the Data Type field in Chart Data Settings (see below).
This area of the Display tab is used to define the groups of values presented by the chart. You can also define the data colors and titles used within the chart, as well as the type of value presented (count, sum, average, or direct result).
This field is used to define the label to be displayed for each bar in the chart.
This field is used to define whether the data returned by the chart should be counted, summed up, averaged, or simply return the value of a specific field.
If you choose Average, Sum, or a Return Value, the field type must be an integer or no data will be returned. If you choose Count, the total number of items will be returned.
Any fields that include a space or special character need to be placed within [ and ] brackets in order to be recognized. Examples:
Calculated fields are not supported.
The filter to use to determine which items should be returned from the lists. The format for a filter is "Field=SearchText" (Example: Postal Code=11111) with no spaces between the field and the search text. Complex filters are not supported here. You can use > and < when filtering date fields. (Example: "Date<7" will return items that are older than 7 days from today). Filter grouping with parentheses () is not permitted.
The fields available for filtering are identified in the Supported Schemas section of this help, on the “Filterable Fields” line of each identified schema. If you have created your own schema, you can filter on any fields that you have defined as display fields or search fields.
The color in which the data will be displayed. Standard charts begin with red and end with yellow, but this can be altered using the Choose Color link. If nothing is entered here, red will be utilized as the default color.
Each set of the fields defined above represents a single group of data that is presented by the bar chart or pie chart. Another way to look at this is as a single bar or slice on the chart. When you first add a chart roll-up onto a page and utilize the default settings, you will see that there are multiple groups defined in the Chart Data Settings section. You can add to or modify these groups if you wish.
• To add a new group (bar or slice), click any of the Add Data Grouping links provided on the page. A new set of entry fields is provided at the bottom of the Chart Data Settings section. All you need to do is fill out the fields as described above. Make sure you click Apply or OK at the bottom of the Display tab when you are finished.
• To remove a group (bar or slice) from the chart, locate the group you want to remove and click the Remove Data Grouping link immediately below it. Make sure you click Apply or OK at the bottom of the Display tab when you are finished.
This area of the Display tab is used to define the properties of the chart itself.
This field is used to define the title to be displayed at the top of the chart.
This field is used to define the name of the font to be used for the title.
This field is used to define the size of the font in which the title will be displayed. If the Font Color is defined, the Font Size is also required.
This field is used to define the color of the font in which the title will be displayed. To select a color, use the Choose Color link.
This field is used to define the color that will be displayed behind the chart title. To select a color, use the Choose Color link.
This field is used to define the name of the font to be used for labels along the X axis of the bar chart.
This field is used to define the size of the font in which the X axis labels will be displayed. If the X Font Color is defined, the X Font Size is also required.
This field is used to define the color of the font in which the title will be displayed. To select a color, use the Choose Color link.
This field is used to define the title that will be displayed below the chart’s X axis.
This field is used to define the name of the font to be used for the title below the chart’s X axis.
This field is used to define the size of the font in which the X axis title will be displayed. If the X Data Value Header Font Color is defined, the X Data Value Header Font Size is also required.
This field is used to define the color of the font in which the X axis title will be displayed. To select a color, use the Choose Color link.
This field is used to specify the text format for the labels along the x axis of the bar chart. For example, if the chart displays a percentage from 1-100, you might want to display the title at each line as 20%-40%-60%-80%-100%. If so, the separation of each line in the bar chart could be defined as {value} %.
To learn more about value substitution, see Parameter Substitution Properties.
This field is used to define the name of the font to be used for labels along the Y axis of the bar chart.
This field is used to define the size of the font in which the Y axis labels will be displayed. If the Y Font Color is defined, the Y Font Size is also required.
This field is used to define the color of the font in which the title will be displayed. To select a color, use the Choose Color link.
This field is used to define the title that will be displayed below the chart’s Y axis.
This field is used to define the name of the font to be used for the title below the chart’s Y axis.
This field is used to define the size of the font in which the Y axis title will be displayed. If the Y Data Value Header Font Color is defined, the Y Data Value Header Font Size is also required.
This field is used to define the color of the font in which the Y axis title will be displayed. To select a color, use the Choose Color link.
This field is used to specify the text format for the labels along the Y axis of the bar chart. For example, if the chart displays a percentage from 1-100, you might want to display the title at each line as 20%-40%-60%-80%-100%. If so, the separation of each line in the bar chart could be defined as {value} %.
To learn more about value substitution, see Parameter Substitution Properties.
This field is used to define the image width of the bar chart display, stated in pixels, This does not control the width of the bar chart itself; it controls the total width of the image displayed to the user.
This field is used to define the image height of the bar chart display, stated in pixels. Like the Image Width setting, this does not control the height of the bar chart itself; it controls the total height of the image displayed to the user.
This field is used to define the X coordinate location of where the bar chart begins within the image. Note that if you choose to have a X Value Data Header, you will need to leave room for this to be displayed in the image as well.
This field is used to define the Y coordinate location of where the bar chart begins within the image. Note that if you choose to have a Y Value Data Header, you will need to leave room for this to be displayed in the image as well.
This field is used to define the width of the bar chart within the image, stated in pixels. If you take the total Image Width and subtract the X Location, you should be able to come up with a number which allows the bar chart to take up the remainder of the image width.
This field is used to define the height of the bar chart within the image, stated in pixels. If you take the total Image Height and subtract the Y Location, you should be able to come up with a number which allows the bar chart to take up the remainder of the image height.
When creating a bar chart, the highest value used is usually where the bar chart’s X value or Y value will end. This may not suit your needs if you want to display a static number, a total count of items, a sum of items, or the highest item. With this in mind, you can utilize four different variables in this field to create the results you want:
• The total
count of items returned for each filter
Example: count
• The
sum/average/count/minimum/maximum of items returned for each
filter
Format: Sum(Field), Avg(Field), Count(Field), Min(Field),
Max(Field)
Example: Sum(Server Count)
• The highest number
returned in the values displayed
Example: highest
• A static
number
Example: 100,000
This field is used to change the display of information for
the Aggregate Value displayed at the end of the bar in the bar chart. For
instance, to display a percentage value, you would use
{value} %.
If this checkbox is selected, the bar chart will display an aggregate value at the end of the value bar. If it is left blank, no aggregate value will be displayed.
If this checkbox is selected, the bar chart colors will be faded by 20% to provide a transparent effect. If it is left blank, all colors will be opaque. This option is applicable only when a GIF format is used; it does not apply to JPEG.
If this checkbox is selected, the default colors for separation will be utilized in the bar chart. If it is left blank, the default color of red will be used.