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 all types of pie charts: 2D Pie Charts, 3D Pie Charts, and 3D Multi-Level Pie Charts. Separate help topics are available for bar 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 pie chart, your options are 2D Pie, 3D Pie, and 3D Multi-Level Pie.
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.
This checkbox does not apply to pie charts, so it should be left blank.
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 slice 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.
This field is used to define 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.
This field applies only to 3D multi-level pie charts. It indicates the depth in pixels in which the data will be represented.
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 the data labels around/next to the pie chart.
This field is used to define the size of the font in which the data labels will be displayed. If the Data Value Font Color is defined, the Data Value Font Size is also required.
This field is used to define the color of the font in which the data labels will be displayed. To select a color, use the Choose Color link.
This field is used to define the image width of the pie chart display, stated in pixels. This does not control the width of the pie 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 pie chart display, stated in pixels. Like the Image Width setting, this does not control the height of the pie 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 the center of the pie chart. This is usually set to half of the total Image Width.
This field is used to define the Y coordinate location of the center of the pie chart. This is usually set to half of the total Image Height.
(Winter 2006 and later releases only.) This property is used to define the radius of the pie chart, stated in pixels. The radius represents one side of the pie, so this setting changes the complete width of the pie. If you leave this property blank, it defaults to a value of 100.
When this checkbox is selected, the data values will be presented to the side of the image and will not be permitted to overlap. If this checkbox is left blank, the data values will be placed directly next to the corresponding section of the pie chart.
If this checkbox is selected, the pie chart colors will be faded by 20% to provide a transparent effect. This is particularly useful for 3D multi-level pie charts, as it allows you to more clearly see the different levels of the pie. If this checkbox 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 pie chart. If it is left blank, the default color of red will be used.