Chart Display Advanced

Overview XE "Overview:Chart Roll-Up" XE "Chart Roll-Up:Overview"

The Chart Display Advanced™ web part displays data returned from SharePoint lists as a graphic chart that represents the data calculated from the lists. The data provided by the chart roll-ups may come from one site, multiple sites, selected sites, or portal sub-areas. Charts may be implemented anywhere while still pointing to the data. Chart images can be viewed on a site, saved locally to a hard drive, or uploaded to other sites. You can even place the chart on an external web site and it will still dynamically update.

Users who have access to this web part can create their own charts representing the data they wish to see without requiring assistance from a Site Administrator. Many properties are available to change the look and feel for the charting of the data returned.

Last Modified: DATE \@ "MMMM yy" January 07

Admin: Sites and Lists Tab XE "Sites and Lists Tab:Chart Roll-Up"

NOTE: This topic applies only to Summer 2005 and later Advanced Chart Roll-Ups. If you are working with a prior release, please see “Administration Window (Pre-Summer 2005 Only)” instead.

As of the Summer 05 release, the administration interface includes a Sites and Lists tab that is used to select the sites, portals, and/or sub-areas and lists to include in the user presentation of the roll-up. You can select any number of lists or libraries from any number of sites on the server that the web part is running on as the source for the roll-up.

When you are finished making your selections on this tab, make sure you click Apply to save your changes and keep the administration interface open, or click OK to save your changes and return to the roll-up display. Other tabs do not require you to click Apply to save changes; changes are saved automatically when you move from one tab to another. However, this tab differs in that clicking Apply loads your schema selections and other settings referenced by other tabs.

Return Type XE "Return Type:Chart Roll-Up" XE "Selective Return Type:Chart Roll-Up" XE "Line of Site Return Type:Chart Roll-Up"

This field is used to specify how the web part should identify the sites and lists to include in the roll-up display.

· Selective allows you to select each specific list that you want to include.

· Line of Site enables you to identify a URL and the number of levels below that URL to include in the display. Any sites that exist now or are created in the future within the specified number of levels will be automatically recognized and included in the roll-up display. If you choose Line of Site, the page refreshes and the "List Selection Settings" section is removed from the display.

Did you know… With Selective roll-ups, you can reference a list to which your users have read access in a site to which they do not have access. This is because Selective roll-ups hard-code the URL of the site and list, and do not check to see if the user has access to the entire site, as Line of Site roll-ups do.

Site URL XE "Site URL:Chart Roll-Up"

This optional field is used to define the URL for the site (or the top-level site) you want to access and from which you want to return list items. This can be any SharePoint site that resides on the same server as this web part. If this field is left blank, it will default to the URL where the roll-up web part is placed.

The format for the URL is http://Site-URL/SiteName.

Examples:

· http://www.sitename.com/

· http://www.sitename.com/site1

· http://www.sitename.com/site1/site1a

To include lists from more than one site, type the first URL you want to work with in the Site URL field and then click Add URL. The URL you just identified is placed in the box below the field. Type another URL in the Site URL field and click Add URL again. Repeat this process as many times as necessary.

To remove selected URLs from this area, highlight the URL you want to remove from the box below this field and click Remove. Alternatively, you can click Remove All to remove all URLs.

TIP 1: If the site that contains the lists you want to work with is displayed by the Workplace View Advanced web part, you can right-click on the site, select Copy Shortcut, and paste the URL in the Site URL field.

TIP 2: If you configure a roll-up as Line of Site and a user does not have rights to access a particular site, that site and any sites under that site will not be included in the roll-up. This is true even if the user does have rights to a site that’s below the site to which they do not have access. If you want the roll-up to include the site to which the user does have rights, you can take advantage of the ability to identify multiple URLs in the Site URL field and include the URL of the site to which they do have access.

Schemas XE "Schema Selection:Chart Roll-Up"

This drop-down field lists all of the available schemas that can be used with this web part. The default is “Utilize All Schemas.” However, you can choose to include only those lists that utilize a particular schema. This can be useful if you want to narrow your search to those list templates that include the fields that you want to use.

Schemas contain the elements that identify a list: the list type, filter and search fields, display fields, and so on. When you select a schema, the elements of that schema will be used to find only those lists that match that schema profile. Lists of schemas can be found in the Supported Schemas section of this web part help.

NOTE: If you have created your own schemas, you will not be able to select them from the Schemas drop-down for the out-of-the-box CorasWorks Chart roll-ups. You will need to create your own version of the roll-up web part that references your custom schema using the Roll-Up Wizard, which is available with the Developer and Small Business editions of the Workplace Suite.

Site Levels Searched XE "Site Levels:Chart Roll-Up"

This optional field is used to define the number of levels to search within a site to find lists for the roll-up display. If this field is left blank, it will default to 0, which searches only the site named in the Site URL field. The maximum recommended number of levels is 10.

Please make sure that a number is entered in this field. If you spell out a number, it will result in an error and no lists will be found.

If you have chosen the Selective return type and you change the value identified in this field, click the “Refresh Available Lists” option to the right of this field. This updates the sites and lists identified in the Available Lists drop-down field, described below.

Available Lists (Selective Only) XE "Available Lists:Chart Roll-Up"

This drop-down field displays the lists available to be chosen for return by the web part. This includes all available lists, even if they have already been selected and are displayed in the "Currently Selected Lists" field. The format for the lists displayed here is “Site Name | List Name.”

Click on a list to add it to your selection for the web part display. Click "Select All Sites & Lists" to include items from all of the available lists in the web part display.

Currently Selected Lists (Selective Only)

This area displays all of the lists you have selected to include in the roll-up display. The format for the lists displayed in this field is “Site Name | List Name.”

To remove a list, simply highlight the list and it will be removed from the display. Select "Remove All Sites & Lists" to remove all of the lists from the roll-up display.

Admin: Filtering Tab XE "Filtering Tab:Chart Roll-Up" XE "Filtering:Chart Roll-Up"

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.

Filtering allows you to limit the items returned by a roll-up to only those that meet the criteria you define. When a filter is performed, the roll-up looks for text matches on the metadata returned by the roll-up. Users can further refine the results by performing searches on a filtered roll-up. Note that filtering allows you to locate data in a specific field, while searching locates data in any field in the list.

There are two available views on the Filtering tab:

· The default view is referenced as the “Filter Builder.” It provides a series of builder fields that make it easier for non-technical individuals to define filters because it is not necessary to know the correct syntax; the fields prompt you for each necessary piece of information.

· The other view is referenced as “Advanced Filter Settings” and it allows you to manually build a tab. You can use the Basic Filter field to define a filter, or you can use the CAML Filter field to define a filter that utilizes CAML. Click here to jump down to that section of the help.

This topic includes the following subjects:

· Defining a Filter with the Filter Builder

· Manually Defining a Filter

· Conversion to CAML

· Tips on Defining Filters

· Upgrading from Previous Versions

NOTE: To gain the best performance for filters, use the Filter Builder to build your filters; do not use complex, basic, or the feature to automatically convert basic filters to CAML. If a basic filter was used in a previous release and you want to have it permanently converted to CAML, simply open the Filter Builder and click Apply or OK. This converts the basic filter to CAML, loads the filter into the Filter Builder, and then saves the new CAML filter and deletes the old basic filter.

Defining a Filter with the Filter Builder XE "Filter Builder:Chart Roll-Up"

When you first access the new Filtering tab, the Filter Builder is displayed as shown in the figure above. Each component of the filter is comprised of three fields:

· The first field presents a drop-down list of all of the fields that are available for filtering. Click to select the field you want to start building your filter with.

· The next field is used to select the desired operator for the filter (is equal to, is less than, contains, etc.).

· The third field is used to identify the value you want the filter to find. You can simply type in the value you want to find, or you can use a function (see “Supported Functions” below).

If you only want to filter on a single field and a single value, all you need to do is click Apply or OK to save your filter. When your filter is saved, it will be converted to CAML automatically. This is done to help improve performance.

NOTE: Do not enter any CAML code in the Filter Builder. The Builder will automatically convert the criteria to CAML for you. If you have criteria that is too complex to enter in the Filter Builder, use the “Click to manually build a filter” link at the bottom of the tab and define the filter in the CAML Filter field.

The following values can be entered into the third entry field for filters based on Boolean fields:

· True

· False

· Yes

· No

· 0 (translates to False)

· 1 (translates to True)

To filter on multiple fields and/or values, you need to define additional filter components. The Filtering tab presents two groups of criteria that can be used:

· The group of fields on the top half of the tab are used to define the “and” components of the filter. The roll-up will only display items that meet all of the criteria entered here. (For example, Status is equal to In Progress AND Priority is equal to High.)

· The group of fields on the lower half of this tab allow you to define the “or” components of the filter. The roll-up will display items that meet any (one or more) of the criteria entered here. (For example, Status is equal to Not Started OR Status is equal to On Hold.)

To define multiple filter components on either the top or bottom half of the tab, click the “Add More Filter Criteria” link in the appropriate section. This adds another set of three builder fields so you can define additional criteria.

NOTE: The Filter Builder works as expected with one, two, or any even number of clauses. However, it needs help with three, five, or any other odd number of clauses. In these cases, the filter must be balanced. Rather than having an odd number of clauses, you will need to add a “dummy” query to create an even number. The dummy query can be an "is not Null" check and exists only to even out the query to be built by the Filter Builder.

The drop-down field in the middle of the tab (below the line) presents two options, Or and And. If you have defined components on both halves of the tab, select the appropriate option for your needs.

· Select “Or” if you want the filter to locate items that meet the criteria on the top half of the tab or any of the criteria on the lower half

· Select “And” if you want the filter to locate items that meet the criteria on the top half of the tab plus at least one of the criteria on the lower half

NOTE: The Filter Builder cannot be used to build the equivalent of this expression:

(A AND B) OR (C AND D)

If you want to create this type of filter, the filter will need to be defined manually.

Supported Functions XE "Filter Functions:Chart Roll-Up" XE "Functions (Filter):Chart Roll-Up"

The Filter Builder supports the functions listed below. The date functions are all relative to the current date, and an only be used if the filter is defined based on a date field.

· [ME] – The currently logged in user

· [Today] – Today's date

· [CurrentWeekStart] – The first day in the current week

· [CurrentWeekEnd] – The last day in the current week

· [CurrentMonthStart] – The first day in the current month

· [CurrentMonthEnd] – The last day in the current month

· [CurrentYearStart] – The first day in the current year

· [CurrentYearEnd] – The last day in the current year

· [Quarter1Start] – The first day in the first quarter of the current year

· [Quarter1End] – The last day in the first quarter of the current year

· [Quarter2Start] – The first day in the second quarter of the current year

· [Quarter2End] – The last day in the second quarter of the current year

· [Quarter3Start] – The first day in the third quarter of the current year

· [Quarter3End] – The last day in the third quarter of the current year

· [Quarter4Start] – The first day in the fourth quarter of the current year

· [Quarter4End] – The last day in the fourth quarter of the current year

· [OneWeekAgoStart] – The first day of the previous week

· [OneWeekAgoEnd] – The last day of the previous week

· [TwoWeeksAgoStart] – The first day of the week before last

· [TwoWeeksAgoEnd] – The last day of the week before last

· [OneWeekFromNowStart] – The first day of next week

· [OneWeekFromNowEnd] – The last day of next week

· [TwoWeeksFromNowStart] – The first day of the week after next

· [TwoWeeksFromNowEnd] – The last day of the week after next

· [OneMonthAgoStart] – The first day of last month

· [OneMonthAgoEnd] – The last day of last month

· [OneMonthFromNowStart] – The first day of next month

· [OneMonthFromNowEnd] – The last day of next month

NOTE: The filter functions [SiteTitle] and [SiteURL] functions are no longer supported.

Sample Filters

To help you see how filters can be set up, a few sample screen captures are provided here.

Example 1

In this example from the Partner Extranet Dashboard, a filter is defined to locate leads that have been created within the past 30 days.

Example 2

This example is taken from the Picture Phone Book solution. It looks for contact items where the last name starts with A, B, C, or D.

Example 3

In this example, a filter is defined to look for all items that are due in the third quarter of this year AND EITHER:

· High priority OR

· Not started

Manually Defining a Filter XE "Manual Filter Definition:Chart Roll-Up"

To access the fields used to manually build a filter, click the “Click to manually build a filter” link at the bottom of the Filter Builder on the Filtering tab. Two main fields are displayed, one where you can build a complex filter and one where you can build a CAML filter. Another link at the bottom of this view allows you to return to the Filter Builder view.

Complex filters allow for SQL-like information queries. They can be comprised of any number of fields and values. For example, you can build a filter that looks for records that are not started, due within seven days, and have a high priority. The fields available to use for filtering are identified in the Supported Schemas section of this help, on the “Filterable Fields” line of each identified schema.

The following values can be used for filters based on Boolean fields:

· True

· False

· Yes

· No

· 0 (translates to False)

· 1 (translates to True)

For details on defining complex filters, please see Using Complex Filters.

NOTE 1: The majority of the date functions available with the Filter Builder only work with CAML filters. They will not work if you manually build a filter in the Complex Filter field. The date functions that will work with CAML or complex filters are:

· [Today]

· [CurrentWeekStart]

· [CurrentWeekEnd]

· [CurrentMonthStart]

· [CurrentMonthEnd]

· [CurrentYearStart]

· [CurrentYearEnd]

NOTE 2: If you define a CAML filter on this page, you cannot return to the Filter Builder unless you delete the CAML filter. This is by design.

For more information on filters, visit this site: http://office.microsoft.com/en-us/assistance/HA011611751033.aspx.

Override Filter

If this checkbox is selected and a row or cell connection has been established with another web part, the filter defined above will be overridden if a user selects a field in the connected web part. This can be helpful if you would like to have a defaulted view of information returned based upon of the fields from the other web part, so as to control the amount of information returned on the page.

Tips on Defining Filters XE "Filtering:Tips:Chart Roll-Up"

These tips apply whether you choose to use the Filter Builder or manually define a filter.

Available Columns for Filter Definition

Columns do not have to be displayed in order to be referenced in a filter, but they do need to be searchable. Only searchable columns will be listed in the drop-down field in the Filter Builder. To make a column searchable, the Search box must selected when the roll-up is created or modified via the Roll-Up Wizard. By default, all columns that are selected in the Roll-Up Wizard for display are also marked as searchable.

Contains vs. Is Equal To or =

Because SharePoint sometimes stores data differently than the way it is displayed, you may find that you get better results from your filters when you use the "Contains" operator instead of "Is Equal To" or “=”.

For example, you may see the name "Bob Smith" in a list item that includes the Assigned To field. However, SharePoint stores this name with extra characters, so the actual stored value may be something like "3;#Bob Smith." Therefore, if you want to filter on records that were assigned to Bob, you get the desired results if you build the filter with the "Contains" operator.

Using Yes/No Columns vs. Choice Columns with Yes/No Options

It is important to understand the difference between Yes/No columns and Choice columns with Yes and No options.

When you use a Yes/No column, SharePoint stores a “True” value when the field is selected and leaves it blank when it is not selected. As a result, if you want to filter on a Yes/No column, you need to set the filter to look for the appropriate value:

· To filter on a selected (Yes) value, the filter would be
column is equal to True (using the Filter Builder) OR
column=True (manually defining the filter)
(replace “column” with the name of your column)

· To filter on a non-selected (No) value, the filter would be
column is not equal to True (using the Filter Builder) OR
column<>True (manually defining the filter)

When you use a Choice column with Yes and No options, the filter should be defined as:
column is equal to value (using the Filter Builder) OR
column=value (manually defining the filter)

Balancing Your Filters

The Filter Builder works as expected with one, two, or any even number of clauses. However, it needs help with three, five, or any other odd number of clauses. In these cases, the filter must be balanced. Rather than having an odd number of clauses, you will need to add a “dummy” query to create an even number. The dummy query can be an "is not Null" check and exists only to even out the query to be built by the Filter Builder.

When You DON’T Want to Use the Filter Builder

The Filter Builder cannot be used to build the equivalent of this expression:

(A AND B) OR (C AND D)

If you want to create this type of filter, the filter will need to be defined manually.

Conversion to CAML XE "CAML:Chart Roll-Up" XE "Filters and CAML:Chart Roll-Up" XE "Conversion to CAML-Filters:Chart Roll-Up"

As of the Summer 2005 release, all filters defined via the Filter Builder are automatically converted to Collaborative Application Markup Language (CAML) when they are saved. The Filter Builder only builds CAML filters.

Unlike some of the other roll-up types, with calendar roll-ups, filters that are manually defined in the Basic Filter field are not and cannot be converted to CAML at run-time.

The benefit of CAML is that it applies the filter to list items before they are collected and stored by the web part, thereby improving the web part’s performance. This is particularly beneficial when roll-ups search through a large number of lists to locate data, yet the amount of data returned could be small. It is also useful for more complex filtering.

You do not need to know how to write CAML code; the conversion will be done automatically. However, if you prefer to manually define a CAML filter or if the filter you want to create is too complex for the builder GUI, you can access the Filtering tab on the administration interface and select the link labeled “Click to manually build a filter.” A CAML field will be provided for your entry. Do NOT enter any CAML code in the Filter Builder.

Upgrading from Previous Versions XE "Upgrading from Previous Versions:Chart Roll-Up" XE "Filtering:Conversion of Existing Filters - Chart Roll-Up"

NOTE: This topic applies to customers upgrading from a previous release to Summer 2005. It does not apply to customers upgrading from Summer 2005 to Winter 2006.

If you defined a filter in a previous version of the Workplace Suite and then upgrade to the Summer 05 release, the web part will automatically attempt to convert the existing filter to CAML and display it in the Filter Builder; the existing filter will not be displayed in the Basic Filter field.

When you see the filter expressions in the Filter Builder, you may notice that a filter you had defined in a previous release has been converted differently than you expected. This is due to the way filters were processed in previous releases, and these conversions ensure that you see the same results you have always seen. The operators that are converted differently are:

· = (equals) – Converted to “contains”

· Not equal to – Converted to two separate expressions, one with the “not equal to” operator and one with the “is not null” operator, placed on the lower (“or”) section of the Filter Builder

You can change the operators, or any other aspect of the filter, in the Filter Builder if you wish. However, you should be aware that the results may vary from what you are used to seeing.

There are a few exceptions when filters will not be converted to CAML. They are:

· When the basic filter includes an apostrophe (‘)

· When both a basic filter and a CAML filter have been specified

· When a basic filter is entered and the “Convert basic filter to advanced filter at run-time” checkbox has been cleared

· When a complex filter has been defined

· When a CAML filter was manually entered that is too complex for the Filter Builder to display it

In these cases, the Filter Builder will not be displayed. Instead, the Basic Filter and CAML Filter fields for manual entry will be displayed. This error message will be displayed: “The Filter Builder does not support the current filter settings and cannot be displayed.”

If a complex filter was defined and you want to access the Filter Builder, you will need to delete the filter and click Apply. Once this has been done, you can click the link to access the Filter Builder.

Admin: Search Tab XE "Search Tab:Chart Roll-Up" XE "Define a Search:Chart Roll-Up"

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.

The Search tab on the administration interface contains fields that allow you to:

· Define where to begin the search

· Show or hide the Search box

· Require the user to enter search criteria before results are displayed

· Define a required search, in which you define the criteria for the data to be displayed and remove the user's ability to perform a search

· Configure the Search box to present a drop-down list of criteria to select from, instead of allowing a free-form search

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.

Show Search Box

This option enables the search bar in the roll-up display. You can disable the search bar via a search command (:search:), but you cannot re-enable it in the same manner. To accommodate this, you can toggle this option on to re-enable the Search bar.

Wait for Search XE "Wait for Search:Chart Roll-Up"

When this feature is enabled, the web part will not return any results until the user completes a search. It can save much-needed performance when accessing multiple lists and/or sites. With some configuration, this allows you to have multiple roll-ups on a page, each pointing a different list with a different schema, and utilizing a form web part or another connected web part as a search mechanism for all roll-ups on that page.

Required Search Criteria XE "Required Search Criteria:Chart Roll-Up"

(Optional) Users are permitted to search for specific phrases to return only the information that pertains to them. However, administrators can deactivate this feature by placing a valid search phrase in this field. When this is done, the web part will return the items found via the search phrase. The fields that can be utilized in this search string are identified in the Supported Schemas section of this help, on the “Search Fields” line of each identified schema.

NOTE: If anything is entered in this field, the Search function will be deactivated for general users.

List URL

The Search box provided in a roll-up display can be configured to present a drop-down list of criteria to select from, instead of allowing a free-form search. The List URL field is used to define the site from which this list of criteria is pulled.

The list can be located anywhere in the system. If the list exists within the same site as this web part, you can leave the Site URL field blank. As an example, say you have a list of customers located in your Sales Department sites. In your Customer Service site, you track the calls from customers. You can configure a roll-up view in Customer Service to include a search box that provides a drop-down list of customers that comes from the Sales Department site.

List Name

This field should state the Display Name of the list that you want to use to populate the set of available search criteria. The Display Name is the name displayed in the "Documents and Settings" area of SharePoint; it is not the URL name of the list.

NOTE: The %user% function is not supported in the administration interface. If you wish to see a list of users from the site you have chosen as a site URL or the current site, you can use the %user% parameter in the web part properties tool pane.

List Field Name

Enter the name of the field that you want to use to populate the search drop-down. The web part will look at all results within the list and return items from that list field, removing any duplicates.

NOTE: Keep in mind that this field is referenced to determine the values displayed in the search drop-down. This is not the name of the field that will be searched when the search is executed; searches look at all searchable fields identified in the schema. If you are working with a custom schema, the searchable fields are the ones you identified in the “Search” column in the Roll-Up Wizard.

Admin: Display Tab – Bar Charts XE "Display Tab:Bar Charts"

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.

The fields on this tab are used to select the type of chart to be displayed and set a wide variety of format settings.

Display Settings XE "Chart Roll-Ups:Display Settings - Bar Chart"

This section contains the three fields described below. These fields determine the basic format of the chart roll-up.

Chart Type

This drop-down is used to select the chart format to utilize in the roll-up.

Image Format

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.

Show Data as Percentage

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).

Chart Data Settings XE "Chart Data Settings:Bar Chart"

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).

Data Label

This field is used to define the label to be displayed for each bar in the chart.

Data Type

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:

· Count(Title)

· Avg([% Complete])

· Sum([Parts Sold])

· [% Complete]

Calculated fields are not supported.

Data Filter

The filter to use to determine which items should be returned from the lists. This field follows the same rules as manually defining a complex filter on the Filtering tab. For details on how to define a complex filter, see Using Complex Filters.

Data Color

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.

Adding and Modifying Groups

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.

Chart Property Settings XE "Chart Property Settings:Bar Charts" XE "Color:Chart Colors - Bar Charts"

This area of the Display tab is used to define the properties of the chart itself.

Chart Title XE "Chart Title:Bar Charts"

This field is used to define the title to be displayed at the top of the chart.

Title Font Type

This field is used to define the name of the font to be used for the title.

Title Font Size

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.

Title Font Color

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.

Title Background Color

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.

X Axis Font Type

This field is used to define the name of the font to be used for labels along the X axis of the bar chart.

X Axis Font Size

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.

X Axis Font Color

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.

X Data Value Header Title

This field is used to define the title that will be displayed below the chart’s X axis.

X Data Value Header Font Type

This field is used to define the name of the font to be used for the title below the chart’s X axis.

X Data Value Header Font Size

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.

X Data Value Header Font Color

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.

X Data Value Line Text

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} %.

Example: ({value}%, ${value})

To learn more about value substitution, see Parameter Substitution Properties.

Y Axis Font Type

This field is used to define the name of the font to be used for labels along the Y axis of the bar chart.

Y Axis Font Size

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.

Y Axis Font Color

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.

Y Data Value Header Title

This field is used to define the title that will be displayed below the chart’s Y axis.

Y Data Value Header Font Type

This field is used to define the name of the font to be used for the title below the chart’s Y axis.

Y Data Value Header Font Size

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.

Y Data Value Header Font Color

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.

Y Data Value Line Text

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} %.

Example: ({value}%, ${value})

To learn more about value substitution, see Parameter Substitution Properties.

Total Image Width XE "Chart Image Size:Bar Charts"

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.

Total Image Height

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.

X Location of Chart Starting Point

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.

Y Location of Chart Starting Point

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.

Bar Chart Width

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.

Bar Chart Height

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.

Highest Value Expression

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

Aggregate Value Display Format

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} %.

Example ({value}%, ${value})

Show Aggregate 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.

Apply 20% Transparency to Colors

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.

Use Default Colors

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.

Admin: Display Tab – Gantt Charts XE "Display Tab:Gantt Charts"

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.

The fields on this tab are used to select the type of chart to be displayed and set a wide variety of format settings.

Display Settings XE "Chart Roll-Ups:Display Settings - Gantt Chart"

This section contains the three fields described below. These fields determine the basic format of the chart roll-up.

Chart Type

This drop-down is used to select the chart format to utilize in the roll-up.

Image Format

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.

Show Data as Percentage

This checkbox does not apply to Gantt charts, so it should be left blank.

Chart Data Settings XE "Chart Data Settings:Gantt Chart"

This area of the Display tab is used to define the format and labels used in the chart.

Task Label

This field is used to define the name of the field that represents the title of each task.

Task Start Date

This field is used to define the name of the field that represents the Start Date. This must be a date type field.

Task End Date

This field is used to define the name of the field that represents the End Date. This must be a date type field.

Bar Color

This field is used to define the color utilized to display each bar in the chart. To select a color, use the Choose Color link.

Chart Property Settings XE "Chart Property Settings:Gantt Charts" XE "Color:Chart Colors - Gantt Charts"

This area of the Display tab is used to define the properties of the chart itself.

Chart Title XE "Chart Title:Gantt Charts"

This field is used to define the title to be displayed at the top of the chart.

Title Font Type

This field is used to define the name of the font to be used for the title.

Title Font Size

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.

Title Font Color

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.

Title Background Color

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.

X Axis Font Type

This field is used to define the name of the font to be used for labels along the X axis of the Gantt chart.

X Axis Font Size

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.

X Axis Font Color

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.

Y Axis Font Type

This field is used to define the name of the font to be used for labels along the Y axis of the Gantt chart.

Y Axis Font Size

T This field is used to define the he 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.

Y Axis Font Color

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.

Total Image Width XE "Chart Image Size:Gantt Charts"

This field is used to define the image width of the Gantt chart display, stated in pixels, This does not control the width of the Gantt chart itself; it controls the total width of the image displayed to the user.

Total Image Height

This field is used to define the image height of the Gantt chart display, stated in pixels. Like the Image Width setting, this does not control the height of the Gantt chart itself; it controls the total height of the image displayed to the user.

X Location

This field is used to define the X coordinate location of where the Gantt chart begins within the image.

Y Location

This field is used to define the Y coordinate location of where the Gantt chart begins within the image.

Bar Chart Width

This field is used to define the width of the Gantt 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 Gantt chart to take up the remainder of the image width.

Bar Chart Height

This field is used to define the height of the Gantt 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 Gantt chart to take up the remainder of the image height.

Day Separation Time Line

By default, each line in the Gantt chart will be separated by seven days. To increase or decrease this value, enter the number of days to use as a separator in this field.

Admin: Display Tab – Pie Charts XE "Display Tab:Pie Charts"

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.

The fields on this tab are used to select the type of chart to be displayed and set a wide variety of format settings.

Display Settings XE "Chart Roll-Ups:Display Settings - Pie Chart"

This section contains the three fields described below. These fields determine the basic format of the chart roll-up.

Chart Type

This drop-down is used to select the chart format to utilize in the roll-up.

Image Format

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.

Show Data as Percentage

This checkbox does not apply to pie charts, so it should be left blank.

Chart Data Settings XE "Chart Data Settings:Pie Chart"

Data Label

This field is used to define the label to be displayed for each slice in the chart.

Data Type

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:

· Count(Title)

· Avg([% Complete])

· Sum([Parts Sold])

· [% Complete]

Calculated fields are not supported.

Data Filter

This field is used to define the filter to use to determine which items should be returned from the lists. This field follows the same rules as manually defining a filter on the Filtering tab. For details on how to define a complex filter, see Using Complex Filters.

Data Color

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.

Data Depth

This field applies only to 3D multi-level pie charts. It indicates the depth in pixels in which the data will be represented.

Examples:

· 10

· 20

· 35

Adding and Modifying Groups

Chart Property Settings XE "Chart Property Settings:Pie Charts" XE "Color:Chart Colors - Pie Charts"

This area of the Display tab is used to define the properties of the chart itself.

Chart Title XE "Chart Title:Pie Charts"

This field is used to define the title to be displayed at the top of the chart.

Title Font Type

This field is used to define the name of the font to be used for the title.

Title Font Size

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.

Title Font Color

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.

Title Background Color

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.

Data Value Font Type

This field is used to define the name of the font to be used for the data labels around/next to the pie chart.

Data Value Font Size

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.

Data Value Font Color

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.

Total Image Width XE "Chart Image Size:Pie Charts"

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.

Total Image Height

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.

Pie Center X Location

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.

Pie Center Y Location

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.

Pie Radius

(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.

Use Side Bar Labels

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.

Apply 20% Transparency to Colors

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.

Use Default Colors

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.

Admin: Localization Tab XE "Localization Tab:Chart Roll-Up" XE "Localization:Chart Roll-Up" XE "Language:Chart Roll-Up" XE "Translation:Chart Roll-Up"

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.

The Localization tab allows you to customize the messages, prompts, button labels, and options displayed by the web part (e.g., link to add a new item, message displayed when no records meet the criteria for the roll-up, etc.). It also allows you to customize all of the text on the administration interface, including tab and section names and descriptions, field names, drop-down field options, and button labels. Content is grouped by the tab on which it appears.

An additional section on this tab, which is labeled with the web part name, allows you to modify the following:

· Administration interface tab names

· Messages displayed to users (e.g., no items found, web part time out, prompt to execute a search)

· Search button label

· Text used for “Actions” and “Show Version” options on web part menu

· Text used for options presented when “Actions” is selected from web part menu

To customize any of this information, simply locate the text you want to change and type over it with the desired content.

Use the filter at the top of the tab to easily find content. Just type the content you're looking for and then click Filter.

To reset a value back to its default, delete the value in the text box and apply the changes by clicking OK or another administration tab. The next time the corresponding tab loads, the default value will be displayed.

You may find it helpful to open another browser session and view the results of your customizations as you save your changes.

NOTE 1: A new DisplayXML property replaces the LCIDXML property. For users that have entered LCIDXML in previous roll-ups, the LCIDXML will be upgraded to the new DisplayXML property automatically. The Summer 2005 and later releases do not support manual edits of the DisplayXML. The Localization tab should be used instead.

NOTE 2: The DisplayXML for Summer 2005 and later releases does not support more than one language. If your previous LCIDXML property was set up for multiple languages, the ‘default’ LCID will be used.

Admin: Other Tab XE "Other Tab:Chart Roll-Up" XE "SPS My Site:Chart Roll-Up"

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.

Thread Web Part XE "Thread Web Part:Chart Roll-Up"

When this checkbox is selected, the web part (Web Part A in the example below) is allowed to manage its own threads, rather than submitting threads to be serially queued in the SharePoint thread management process. This allows parallel execution of multiple web parts, improving server performance under heavy loads.

NOTE: This option should only be enabled if you meet the following criteria.

· Your web server has multiple processors

· Web Part A is being used for heavy transactions against SQL server, returning 1000+ Items

· There is a heavy user load on web part A

· You have configured the IIS application pool corresponding to the virtual server to use multiple worker processes (a.k.a. Web Garden)

Enabling this option on Web Part A may not improve the performance of Web Part A. However, this option is designed to allow Web Part A to run independently of the SharePoint web part queue. This means that control will be returned to the SharePoint process more rapidly, allowing other web parts and web part pages to be rendered while the “expensive” Web Part A is running.

IMPORTANT! Only perform the following steps if you understand the use and impact of editing the web.config file.

If you enable this option and notice that the web part times out, you will be required to update the web.config for the virtual server hosting the site where this web part is being used.

NOTE: Make a copy of the web.config file before attempting the following.

The web.config file has a line which states "<WebPartWorkItem Timeout="7000" />". This specifies the amount of time given to a thread to collect and present data. If you are collecting large amounts of data, this may need to be increased to support this higher load. The 7000 represents 7000 milliseconds. If you wish to allow a thread to execute for a longer period, you must change this to the value you require. (Example: 60 Seconds = 60000). Some experimentation may be required.

Cache Data After Filter

When this checkbox is selected, the web part will cache the data after a filter operation has been completed. This setting is overridden if a web part connection has been enabled.

Cache Per User

When this checkbox is selected, the roll-up results will be cached per user instead of for all users. The difference is that if your users have the same access to the same data collected by the web part, it may be more prudent to turn this off so the data is stored in memory only once. The opposite holds true if your users have access to different pieces of data; in this case, it would be more effective to enable Cache Per User.

Enable Cache

When this checkbox is selected, caching of the data collected by the web part is enabled. When enabled, all information collected by the web part will be stored in the server’s memory for future use. This can save on performance, as data is not collected each time a hit is completed on the web part. Since the web part executes a double-hit against the page to create the calendar image, it is recommended you activate this property.

Don’t Use Web Part ID

If you place a mark in this checkbox, the Image ID will not include a reference to the web part ID, and the page will maintain the identity of the image. This allows you to use the image on another web site or SharePoint site without having to worry about the web part being deleted and recreated.

Cache Interval (minutes)

This field is used to define an integer to reflect the number of minutes for which information will be cached. The default is 1 minute, but this can be increased or decreased as necessary. The only entry permitted here is a number.

Filter Cell Name

This field is utilized when a cell consumer connection has been established between another web part and this one. It identifies the cell that you want to filter on for the results that are collected by this web part. For instance, if you have collected the Date Due field and you want to compare it to the End column from another web part, you would type Date Due in this field. Once that is done, all filters would be performed via the "Date Due" column.

SPS My Site Path XE "SPS My Site:Chart Roll-Up"

This field allows you to change the default SPS My Site characteristics of the web part. By default, the web part will modify the URL "/mysite" to point to "/personal/User". This allows the web part to search through the MySite section of SharePoint Portal Server. However, SPS allows the administrator to alter the URL definition for each SPS server. To accommodate this, the SPS My Site Path field allows you to alter the web part to support your organization’s SPS My Site setup.

Chart URL

This field is used to define the URL to link to when a user clicks on a piece of data in the chart.

Chart URL Alt Text

This field is used to define the text that is displayed when a user places their mouse over the chart and a link is displayed. Make sure the proper variables are used within the title tag. For example, title='${value}' returns the data value with a $ symbol in front. To learn more about value substitution, see Parameter Substitution Properties.

Administration Window (Pre-Summer 2005 only) XE "Administration Window:Chart Roll-Up"

NOTE: This topic applies only to versions of the Chart Display Advanced web part from before the Summer 2005 release. If you are working with Summer 2005 or a later release, please see “Admin: Sites and Lists Tab” instead.

The Administration View of a roll-up web part is displayed when you first drag and drop the web part onto a page. It can also be accessed via the Actions menu. This view is used to select the sites, portals, and/or sub-areas and lists to include in the user presentation of the roll-up. You can select any number of lists or libraries from any number of sites on the server that the web part is running on as the source for the roll-up.

Return Type [?-Selective-Flash] [?-Line Of Site-Flash] XE "Return Type:Chart Roll-Up" XE "Selective Return Type:Chart Roll-Up" XE "Line of Site Return Type:Chart Roll-Up"

This field is used to specify how the web part should identify the sites and lists to include in the roll-up display.

· Selective allows you to select each specific list that you want to include. If you choose Selective, the "Available Lists" and "Current Lists" fields will be activated.

· Line of Site enables you to identify a URL and the number of levels below that URL to include in the display. Any sites that exist now or are created in the future within the specified number of levels will be automatically recognized and included in the roll-up display. If you choose Line of Site, the "Available Lists" and "Current Lists" fields are not used. Make sure you click the "Save Selection" button to save the settings entered in the "Site URL" and "Levels Searched" fields.

Site URL XE "Site URL:Chart Roll-Up"

(Optional) This field is used to define the URL for the site (or the top-level site) you want to access and from which you want to return a list. This can be any SharePoint site that resides on the same server as this web part. If this field is left blank, it will default to the URL where the web part is placed.

The format for the URL is http://Site-URL/SiteName.

Examples:

· http://www.sitename.com/

· http://www.sitename.com/site1

· http://www.sitename.com/site1/site1a

To include lists from more than one site, you can place a semicolon (;) between the URLs you want to access. Make sure there is no space between the first URL, the semicolon, and the second URL.

Example:
http://www.sitename.com;http://www.othersitename.com/site
This applies to both Selective and Line of Site return types.

TIP: If the site that contains the lists you want to work with is displayed in the Workplace View Advanced web part, you can right-click on the site, select Copy Shortcut, and paste the URL in the Site URL field.

Levels Searched XE "Levels Searched:Chart Roll-Up"

(Optional) This field is used to define the number of levels to search within a site to find lists for the roll-up display. If this field is left blank, it will default to 0, which searches only the site named in the “Site URL” field. The maximum recommended number of levels is 10.

Please make sure that a number is entered in this field. If you spell out a number, it will result in an error and no lists will be found.

Schema(s)

This drop-down field lists all of the available schemas that can be used with this web part. The default is “Utilize All Schemas.” However, you can choose to include only those lists that utilize a particular schema. This can be useful to narrow your search to those list templates that include the fields that you want to use.

If you have created your own schemas, you will not be able to select them from the Schemas drop-down for the out-of-the-box CorasWorks Chart roll-ups. You will need to create your own version of the roll-up web part that references your custom schema using the Roll-Up Wizard, which is available with the Developer and Small Business editions of the Workplace Suite.

Return Sites & Lists - (Selective Only)

This button will execute a search of the chosen site structure and then display the sites and lists that match your criteria in the "Available Lists" drop-down field.

Save Selection - (Line of Site Only)

This button will save your web part settings for the Line of Site return type. You must click this button if a change has been made to the selections in the “Site URL”, “Levels Chosen”, or “Schema” fields.

Available List(s) - (Selective Only) XE "Available Lists:Chart Roll-Up"

This area displays the lists available to be chosen for return by the web part. This includes all available lists, even if they have already been selected and are displayed in the "Current List(s)" field. The format for the lists displayed in this field is “Site Name | List Name.”

Select a list to add it to the web part display. Select "Add All Sites & Lists" to include all of the lists returned in the web part display.

Current List(s) - (Selective Only) XE "Current Lists:Chart Roll-Up"

This area displays all of the lists you have selected to include in the roll-up display. The format for the lists displayed in this field is “Site Name | List Name.”

To remove a list, simply highlight the list and it will be removed from the display. Select "Remove All Sites & Lists" to remove all of the lists from the roll-up display.

Chart Type [? Flash]

This shows the currently supported charts available to be displayed by the web part. Currently, 2D Pie Chart, 3D Pie Chart, 3D Multi-Level Pie Chart, 2D Horizontal Bar Chart, 3D Horizontal Bar Chart, 2D Vertical Bar Chart, 3D Vertical Bar Chart, and Gantt are supported. To see a picture of each, see the Chart Examples page.

After the chart is chosen, the proper settings will be automatically configured within the web part in order for the chart to be viewed. If the Chart Properties have been altered, these will remain and could affect the output of the chart. Keep this in mind before changing the display of a chart from one type to another.

Close Administration

This button closes the Administration view and returns you to the web part’s data view.

Web Part Properties (Pre-Summer 2005 only) XE "Web Part Properties:Chart Roll-Up"

Enable Cache

This toggle is used to activate or deactivate caching of the data collected by the web part. If this toggle is on, all information collected by the web part will be stored in the server’s memory for future use. This can help improve performance, as data will not be collected each time a hit is completed on the web part. Since the web part executes a double-hit against the page to create the graph image, CorasWorks recommends that this property be turned on.

Cache Interval

This text box is used to set the number of minutes information will be cached. The default is 1 minute, but this can be increased or decreased as necessary. The only entry permitted here is a number.

Cache Per User

This toggle is used to indicate whether the results returned should be cached separately for each user or for all users. If your users have the same access to the same data collected by the web part, it may be more prudent to turn this off so the data is stored in memory only once. The opposite holds true if your users have access to different pieces of data; if that is the case, Cache Per User should be enabled.

Cache Data After Filter

This toggle allows the web part to cache the data after a filter operation has been completed. If a web part connection has been enabled, the data will be cached before the filter is applied.

Connectable Properties XE "Connectability:Chart Roll-Up"

Cell Field Name [? Flash]

This text box is utilized when a cell consumer connection has been established between this web part and another web part. It is used to identify the cell to filter on for the results collected by this web part. For instance, if you collect the Date Due field and want to compare it to the End column from another web part, you would type Date Due in the Cell Field Name field to apply all filters via the Date Due field.

Chart Properties XE "Chart Properties"

Chart Data

This text box will allow you define the groups of filters to apply to the values in the chart. It is also used to define the color of the pie sections/bars used, the value title, and type of value (Count, Sum, Average, or Direct Result). Pie and Bar charts permit you to define multiple groups, while Gantt charts only permit one. The specific parameters vary depending on the type of chart. For more details, please see Pie Charts: Chart Properties, Bar Charts: Chart Properties, Gantt Charts: Chart Properties or Chart Examples .

Chart Properties

This text box will allow you to define the properties of the chart (e.g., chart title, fonts, image size). The specific parameters vary depending on the type of chart. For details, please see Pie Charts: Chart Properties, Bar Charts: Chart Properties, Gantt Charts: Chart Properties, or Chart Examples.

Chart URL

This text box will allow you to enter the URL to link the chart to when a user clicks on the chart. It also allows you to define the ALT tag (pop-up) used in the link. To see how this can be utilized, please see Pie Charts: Chart Properties, Bar Charts: Chart Properties, Gantt Charts: Chart Properties, or Chart Examples.

Image Format [? Flash]

This text box allows you to enter the Image Format that will used to display the Chart. The current supported types are "image/jpeg;1" and "image/gif;0". If any other text is located here, "image/jpeg;1" will be used as the default.

Don't Use Web Part ID [? Flash]

By default, the URL of each chart image includes information that references the web part ID. The ID changes each time the web part is reinstalled on a page. If you create a link to a chart whose URL includes a reference to this web part ID and then the chart is changed or accidentally deleted, the link will not work. This toggle will allow you to alter the save of the Image ID so that it does not include a reference to the web part ID, and the page maintains the identity of the image. This allows you to use the image on another web site or SharePoint site without having to worry about the web part being deleted and recreated.

Administration Properties XE "Administration Properties:Chart Roll-Up"

Show Roll-Up Administration [? Flash]

This selectable choice shows the web part’s Administration view, allowing Administrators to manage the lists and schemas utilized by the web part. This view is only available to Administrators of the Site or Web, or it can be viewed within in a Shared View.

Return Properties

Required Search String [? Flash]

(Optional) Users are permitted to search for specific phrases to return only the information that pertains to them. However, Administrators can deactivate this feature by placing a valid search phrase in the Required Search String field. When this is done, the web part will return the items found via the search phrase. The fields that can be utilized in this search string are identified in the Supported Schemas section of this help, on the “Search Fields” line of each identified schema.

NOTE: If anything is entered in this field, the Search function will be deactivated for general users.

Filter [? Flash]

(Optional) Administrators can use the Filter field to control the web part’s return at a higher level. Unlike the Required Search String (above), Administrators can specify the field to search and, if anything is entered here, users will still be able to search on the filtered return.

The fields available to use for filtering are identified in the Supported Schemas section of this help, on the “Filterable Fields” line of each identified schema.

A noticeable difference between this filter and other CorasWorks filters is that this is designed to use only a complex filter. The “field=text” format is not permitted; only the new complex filter format can be used. For details regarding how to create a complex filter, see Using Complex Filters.

Because standard complex filters cannot handle the Date Add function, CorasWorks has built in an add function that can be used within the filter. The format for the add function is ":add:date(optional):#:add:" If you do not wish to place a date within the :add: function, the format would alter and look like this ":add:#:add:". The # signifies a number and can be a positive or negative integer.

Keep in mind the fact that filters look for values in a specific field. If you want to look for a specific value in any field, use a search, instead.

Examples:

Requirement 1:
Show me all tasks which are assigned to me and are due within seven days

Use:
[Assigned To]='[ME]' AND [Due Date]>#:add:-1:add:# AND [Due Date]<#:add:today:7:add:#

Requirement 2:
Show me all tasks which are assigned to me or to another identified user

Use:
[Assigned To]='[ME]' || [Assigned To]='UserName'

Requirement 3:
Show me all tasks which are not assigned to me

Use:
Not [Assigned To]='[ME]'

Where...

[ME] = Currently Logged In User
[TODAY] = Today's Date
:add:7:add: = Add To Today's Date 7 Days
:add:1/1/2006:7:add: = Add 7 Days to 1/1/2002 (1/8/2006)

The following filter helpers are made available for use by 4.0 Complex Filters. These are not recommended for use here, but are available if you wish.

[Today] = Today's Date
[CurrentYearStart] = Current Year’s First Day Date
[CurrentYearEnd] = Current Year’s Last Day Date
[CurrentWeekStart] = Current Week’s First Day Date
[CurrentWeekEnd] = Current Week’s Last Day Date
[CurrentMonthStart] = Current Month’s First Day Date
[CurrentMonthEnd] = Current Month’s Last Day Date

Tips on Defining Filters

1. Available Columns for Filter Definition

Columns do not have to be displayed in order to be referenced in a filter, but they do need to be searchable. To make a column searchable, the Search box must selected when the roll-up is created via the Roll-Up Wizard. Be default, all columns that are selected in the Roll-Up Wizard for display are also marked as searchable.

2. Contains vs. Is Equal To or =

3. Using Yes/No Columns vs. Choice Columns with Yes/No Options

It is important to understand the difference between Yes/No columns and Choice columns with Yes and No options.

· To filter on a selected (Yes) value, the filter would be “column=True” (replace “column” with the name of your column)

· To filter on a non-selected (No) value, the filter would be “column<>True”

When you use a Choice column with Yes and No options, the filter should be defined as “column=value”.

Override Filter [? Flash]

If a row or cell connection has been established with another web part, you can configure this web part to override the above filter if someone chooses a field in the connected web part (so the connection takes precedence over the filter). This is useful if you want to return a default view of information based upon the selection from the other web part and control the amount of information returned on the page.

Bar Charts: Chart Properties (Pre-Summer 2005 only) XE "Chart Properties:Bar Charts"

CorasWorks utilizes a product called Chart Director to maintain charts. Because of this, some portions of this help will mention the Chart Director product. Chart Director creates each chart and the CorasWorks web part then displays the chart to the user.

By default, these settings will be set up for a standard Task list the first time you choose a chart.

Chart Data

The Chart Data text box is used to define the data and formats used within the chart.

There are five parameters that can be set to be rendered into a bar chart. Each grouping of parameters is preceded with a <Group> tag, indicating a new data stream. [? Flash]

To display all of the calculations as a percentage of the total results, place a <Percentage> tag prior to the first group.
[? Flash]

Example: Two Items Returned [? Flash]

Format: <Group>Parameter 1;Parameter2;Parameter3;Parameter4;Parameter5<Group>Parameter 1;Parameter2;Parameter3;Parameter4;Parameter5
Data: <Group>Not Started;Count(Title);Status='Not Started';0xCC0000;50<Group>In Progress;Count(Title);Status='In Progress';0x000099;40

Example: Two Items Returned - Percentage [? Flash]

Format: <Percentage><Group>Parameter 1;Parameter2;Parameter3;Parameter4;Parameter5<Group>Parameter 1;Parameter2;Parameter3;Parameter4;Parameter5
Data: <Percentage><Group>Not Started;Count(Title);Status='Not Started';0xCC0000;50<Group>In Progress;Count(Title);Status='In Progress';0x000099;40

Parameter 1 - Data Title - String (Required) [? Flash]

This parameter defines title to display for each data element returned.
Examples: Not Started, In Progress, Completed

Parameter 2 - Data Type - String (Required) [? Flash]

This parameter defines the data type that will be returned. You can have the data counted, summed up, or averaged, or just return the value of a specific field. If you choose Average, Sum, or Return Value, the field type must be Integer, otherwise no data will be returned. If you choose Count, the total number of items returned will be returned, which doesn't require the field to be of an integer type.

Notice in the example below that field names that include a space or special character need to be placed within a "[" and "]" in order to be recognized.
Examples: Count(Title), or Avg([% Complete]), or Sum([Parts Sold]), or [% Complete]

Calculated fields are not supported.

Parameter 3 - Data Filter - String (Required) [? Flash]

This is the filter that is used to return the proper items from the lists. This filter uses the same complex filter type as is used in the "Filter" property for this web part. To learn more about filters, go to Web Part Properties/Return Properties.

Examples: Status='Not Started', or [Assigned To] IS NOT NULL, or [Due Date]>#[TODAY]#

Parameter 4 - Data Color - Hex RGB Value (Optional) [? Flash]

This parameter defines the color the data field will be displayed in. Standard charts begin with red and end with yellow, but these colors can be altered. If nothing is entered here, red will be utilized as the default color. Any value entered here must be in HEX format, or an error will occur. To see a list of available colors, refer to the RGB Color Table.
Examples: 0xcc0000, or 0x990099, or 0x000000

Chart Properties

The Chart Properties text box is used to define several properties for the chart such as font color, header color, and so on. All parameters are optional, but certain parameter settings may become required if the next setting is entered.

12 chart property parameters are available for bar charts. Each parameter is separated by a semicolon (;).

All settings within a parameter must be separated by a comma (,). The comma signifies the next setting. If you choose not to define an optional setting, it is not necessary to place any data between the first comma and the next comma.

Format: P1-Setting1,P1-Setting2,P1-Setting3,P1-setting4,P1-Setting5;P2-Setting1,P2-Setting2,P2-Setting3;P3-Setting1,P3-Setting2,P3-Setting3,P3-Setting4,P3-Setting5;P4-Setting1,P4-Setting2,P4-Setting3;P5-Setting1,P5-Setting2,P5-Setting3,P5-Setting4,P5-Setting5;P6-Setting1,P6-Setting2;P7-Setting1,P7-Setting2,P7-Setting3,P7-Setting4;P8;P9;P10;P11;P12
Example: 2D Horizontal Bar Chart,arialbd.ttf,10,0x000000,0xcc0000;arial.ttf,10,0xCC0000;Status,arialbd.ttf,10,0xCC0000,%{label};arial.ttf,10,0x990000;Percentage,arialbd.ttf,10,0x990000,%{label};500,250;40,80,400,250;true;true;highest;${value};false

Parameter 1 - Chart Title - (Optional)

The settings within this parameter define the content and format of the chart title.
Example: 2D Horizontal Bar Chart,arialbd.ttf,10,0x000000,0xcc0000
Result: 2D Horizontal Bar Chart

Setting 1 - Chart Title - String (Optional)

This the title that will be displayed at the top of the chart.
Examples: 2D Horizontal Bar Chart, Status of Current Projects, or Customer Satisfaction Levels

Setting 2 - Font Type - String (Optional)

This defines the font used to display the chart title. To see how you can change the font type, go to Font Properties.

Setting 3 - Font Size - Integer (Optional - Required if Setting 4)

This defines the size of the font used to display the chart title. This field is required if the Font Color (Setting 4) is defined.
Examples: 15, or 16, or 20, or 10

Setting 4 - Font Color - Hex RGB Value (Optional)

This defines the font color that the Chart Title will be displayed in. If you enter a value here, it must be in HEX format, or an error will occur. To see a list of available colors, see to the RGB Color Table.
Examples: 0xcc0000, or 0x990099, or 0x000000

Setting 5 - Title BG Color - Hex RGB Value (Optional)

This defines the background color to be used behind the Chart Title. If you enter a value here, it must in HEX format, or an error will occur. To see a list of available colors, see to the RGB Color Table.
Examples: 0xcc0000, or 0x990099, or 0x000000

Parameter 2 - X Data Value Font - (Optional)

The settings within this parameter are used to define the font style, color, and type used for data on the X axis of the bar chart.
Example: arial.ttf,10,0xCC0000
Result: Not Started

Setting 1 - X Font Type - String (Optional)

This setting is used to define the font used to display data values on the X axis of the bar chart. To see how you can change the font type, go to Font Properties.

Setting 2 - X Font Size - Integer (Optional - Required if Setting 4)

This setting is used to define the font size used to display data values on the X axis of the bar chart. This field is required if the Font Color (Setting 3) is defined.
Examples: 15, or 16, or 20, or 10

Setting 3 - X Font Color - Hex RGB Value (Optional)

This defines the color that the data values on the X axis of the bar chart will be displayed in. If you enter a value here, it must in HEX format, or an error will occur. To see a list of available colors, see the RGB Color Table.
Examples: 0xcc0000, or 0x990099, or 0x000000

Parameter 3 - X Data Value Header - (Optional)

The settings in this parameter define the content and format of label used on the X axis of the bar chart..
Example: Status,arialbd.ttf,10,0x990000,%{label}
Result: Status

Setting 1 - X Data Value Header Title - String (Optional)

This defines the title that will be displayed next to the values on the X axis.
Examples: Percentage, Status, or Number of Units Sold

Setting 2 - X Data Value Header Font Type - String (Optional)

This defines the font used to display the X axis label. To see how you can change the font type, go to Font Properties.

Setting 3 - X Data Value Header Font Size - Integer (Optional - Required if Setting 4)

This defines the size of the font used to display the X axis label. This field will be required if the X Data Value Header Font Color (Setting 4) is defined.
Examples: 15, or 16, or 20, or 10

Setting 4 - X Data Value Header Font Color - Hex RGB Value (Optional)

This defines the font color that the x axis label will be displayed in. If you enter a value here, it must be in HEX format, or an error will occur. To see a list of available colors, see to the RGB Color Table.
Examples: 0xcc0000, or 0x990099, or 0x000000

Setting 5 - X Data Value Line Text - Hex RGB Value (Optional)

This setting allows you to define the format of the data labels provided on the X axis of the bar chart. For instance, say you want to display a percentage range from 1-100 (so the labels would be 20%-40%-60%-80%-100%). In this example, you would use {value} %.
Example: {value}%, ${value}

To learn more about value substitution, see Substitution Properties.

Parameter 4 - Y Data Value Font - (Optional)

The settings within this parameter are used to define the font style, color, and type used for data on the Y axis of the bar chart.
Example: arial.ttf,10,0x990000
Result: 20%

Setting 1 - Y Font Type - String (Optional)

This is used to define the font used to display data values on the Y axis of the bar chart. To see how you can change the font type, go to Font Properties .

Setting 2 - Y Font Size - Integer (Optional - Required if Setting 3)

This setting is used to define the font size used to display data values on the Y axis of the bar chart. This field is required if the Y Font Color (Setting 3) is defined.
Examples: 15, or 16, or 20, or 10

Setting 3 - Y Font Color - Hex RGB Value (Optional)

This defines the font color that the data values on the Y axis of the bar chart will be displayed in. If you enter a value here, it must be in HEX format, or an error will occur. To see a list of available colors, see the RGB Color Table.
Examples: 0xcc0000, or 0x990099, or 0x000000

Parameter 5 - Y Data Value Header - (Optional)

The settings in this parameter define the content and format of label used on the Y axis of the bar chart.
Example: Status,arialbd.ttf,10,0x990000,%{label}
Result: Status

Setting 1 - Y Data Value Header Title - String (Optional)

This defines the title that will be displayed next to the values on the Y axis of the chart.
Examples: Percentage, Status, or Number of Units Sold

Setting 2 - Y Data Value Header Font Type - String (Optional)

This defines the font used to display the Y axis label. To see how you can change the font type, go to Font Properties.

Setting 3 - Y Data Value Header Font Size - Integer (Optional - Required if Setting 4)

This defines the size of the font used to display the Y axis label. This field will be required if the Y Data Value Header Font Color (Setting 4) is defined.
Examples: 15, or 16, or 20, or 10

Setting 4 - Y Data Value Header Font Color - Hex RGB Value (Optional)

This defines the font color that the Y axis label will be displayed in. If you enter a value here, it must be in HEX format, or an error will occur. To see a list of available colors, go to the RGB Color Table.
Examples: 0xcc0000, or 0x990099, or 0x000000

Setting 5 - Y Data Value Line Text - Hex RGB Value (Optional)

This setting allows you to define the format of the data labels provided on the Y axis of the bar chart. For instance, say you want to display a percentage range from 1-100 (so the labels would be 20%-40%-60%-80%-100%). In this example, you would use {value} %.
Example: {value}%, ${value}

To learn more about value substitution, see Substitution Properties .

Parameter 6 - Image Width & Height - (Optional)

This parameter is used to define the width and height of the bar chart.
Example: 500,250

Setting 1 - Image Width - Integer (Optional)

This setting allows you to change the width of the chart display. While this doesn't control the width of the bar chart itself, it does control the complete image width displayed to the user.
Examples: 500, or 400, or 300, or 350

Setting 2 - Image Height - Integer (Optional)

This setting allows you to change the height of the chart display. While this doesn't control the height of the bar chart itself, it does control the complete height displayed to the user.
Examples: 250, or 100, or 500, or 325

Parameter 7 - Bar Chart Position and Size - (Optional)

The settings within this parameter allow you to alter the location of the bar chart within the image.
Example: 40,80,400,250

Setting 1 - Bar Chart X Location - Integer (Optional)

This setting allows you to change the X coordinate location of where the bar chart display will begin. If you choose to utilize an X Value Data Header, you will need to leave room for this to be included in the image.
Examples: 250, or 300, or 125, or 400

Setting 2 - Bar Chart Y Location - Integer (Optional)

This setting allows you to change the Y coordinate location of where the bar chart display will begin. If you choose to have a Y Value Data Header, you will need to leave room for this to be included in the image.
Examples: 125, or 150, or 175, or 200

Setting 3 - Bar Chart Width - Integer (Optional)

This setting allows you to define the width of the bar chart display within the image. If you take the total image width (defined in Parameter 6) and subtract the “Bar Chart X Location” value, you should be able to calculate this number to fill the remainder of the image width.
Examples: 125, or 150, or 175, or 200

Setting 4 - Bar Chart Height - Integer (Optional)

This setting allows you to define the height of the bar chart display within the image. If you take the total image height (defined in Parameter 6) and subtract the “Bar Chart Y Location” value, you should be able to calculate this number to fill the remainder of the image height.
Examples: 125, or 150, or 175, or 200

Parameter 8 - Implement Aggregate Value Display - Boolean (Optional)

If this is set to true, the bar chart will present an aggregate value at the end of the value bar. If this is set to false, no aggregate text will be used.
Example: true

Parameter 9 - Implement 20% Transparency on Colors - Boolean (Optional)

If this is set to true, all of the bar chart colors will be faded by 20% to show a transparent effect. If set to false, all of the colors will be opaque.
Example: true

Parameter 10 - Highest Value Expression - String (Optional)

When creating a bar chart, the highest value used is usually where the bar chart X value or Y value will end. However, this may not be good for you if, for example, 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 one of four different variables to create the desired result:
Value 1: Total Count of Items Returned for Each Filter - count (Example: count)
Value 2: Sum/Average/Count/Min/Max of Items Returned for Each Filter - Sum(Field), Avg(Field), Count(Field), Min(Field), Max(Field) (Example: Sum(Server Count))
Value 3: Highest Number Returned in Values Displayed - highest (Example: highest)
Value 4: Static Number - number (Example: 100,000)

Parameter 11 - Aggregate Value Display Format - String (Optional)

This setting allows you to change the format of the Aggregate Value displayed at the end of each (?) bar in the bar chart. For instance, if you wanted to display the Aggregate Value as a percentage, you would use {value} %.
Example: {value}%, ${value}

Parameter 12 - Use Default Colors - Boolean (Optional)

If this is set to true, the bar chart will use its default colors for separation. If set to false, either the default color of red will be used, or a predefined color if one is set in the Chart Data text box.
Example: false

Chart URL

The Chart URL text box represents the Anchor Tag and Alt Tag that are utilized in the image map that is created for the chart. The format for the data within this text box is "parameter1;parameter2". For example: "http://www.corasworks.net;title='Web Site Count {value}'

Parameter 1 (URL) - String (Optional) [? Flash]

This parameter defines the URL the chart will link to when a user clicks on a piece of data in the chart. “Use Relative URL” will not affect this property.

Parameter 2 (ALT Text Design) - String (Optional) [? Flash]

This parameter allows you to define the text that is displayed when an individual moves their mouse over a chart and a link is displayed. You just need to implement the proper variables within the title tag. As an example, title='${value}' would return the data value with a $ symbol in front.

To learn more about Value Substitution see Substitution Properties .

Gantt Charts: Chart Properties (Pre-Summer 2005 only) XE "Chart Properties:Gantt Chart"

By default, these setting will be set up for a standard Task list the first time you choose a chart.

Chart Data

The Chart Data text box is used to define the data and formats used within the chart.

There are four parameters that can be set to be rendered into a Gantt chart. Unlike other chart types, only one group is permitted. It starts with a <Group> tag, indicating a new data stream.

Example:
Format: <Group>Parameter 1;Parameter2;Parameter3;Parameter4
Data: <Group>Title;Start Date;Due Date;0x990000

Parameter 1 - Task Title - String (Required) [? Flash]

This parameter defines the name of the field that represents the Title of each task.
Example: Title

Parameter 2 - Task Start Date - String (Required) [? Flash]

This parameter defines the name of the field that represents the Start Date. This must be a Date type field.
Examples: Start Date, Begin, or Created

Parameter 3 - Task End Date - String (Required) [? Flash]

This parameter defines the name of the field that represents the End Date. This must be a Date type field.
Examples: Due Date, End, or Expires

Parameter 4 - Bar Color - Hex RGB Value (Optional) [? Flash]

This parameter defines the color in which each bar will be displayed. If nothing is entered here, green will be utilized as the default color. Any value entered here must in HEX format, or an error will occur. To see a list of available colors, see the RGB Color Table.
Examples: 0xcc0000, or 0x990099, or 0x000000

Chart Properties

Gantt Chart

Six chart property parameters are available for Gantt charts. Each parameter is separated by a semicolon (;).

Format: P1-Setting1,P1-Setting2,P2-Setting3,P3-Setting4,P4-Setting5;P2-Setting1,P2-Setting2,P2-Setting3;P3-Setting1,P3-Setting2,P3-Setting3;P4-Setting1,P4-Setting2;P5-Setting1,P5-Setting2,P5-Setting3,P5-Setting4;P6
Example: Gantt Chart,arialbd.ttf,10,0x000000,0xcc0000;arial.ttf,10,0xCC0000;arial.ttf,10,0x990000;500,250;40,80,400,250;14

Parameter 1 - Chart Title - (Optional)

The settings within this parameter define the content and format of the chart title.
Example: Gantt Chart,arialbd.ttf,10,0x000000,0xcc0000
Result: Gantt Chart

Setting 1 - Chart Title - String (Optional)

This is the title that will be displayed at the top of the chart.
Examples: Gantt Chart, Outstanding Tasks, or Customer Satisfaction Levels

Setting 2 - Font Type - String (Optional)

This defines the font used to display the chart title. To see how you can change the font type, go to Font Properties.

Setting 3 - Font Size - Integer (Optional - Required if Setting 4)

This defines the size of the font used to display the chart title. This field is required if the Font Color (Setting 4) is defined.
Examples: 15, or 16, or 20, or 10

Setting 4 - Font Color - Hex RGB Value (Optional)

This defines the color that the Chart Title will be displayed in. If you enter a value here, it must be in HEX format, or an error will occur. To see a list of available colors, see the RGB Color Table.
Examples: 0xcc0000, or 0x990099, or 0x000000

Setting 5 - Title BG Color - Hex RGB Value (Optional)

Parameter 2 - X Data Value Font - (Optional)

The settings within this parameter are used to define the font style, color, and type used for data on the X axis of the Gantt chart.
Example: arial.ttf,10,0xCC0000
Result: Task Title

Setting 1 - X Font Type - String (Optional)

This will setting is used to define the font used to display data values on the X axis of the Gantt chart. To see how you can change the font type, go to Font Properties.

Setting 2 - X Font Size - Integer (Optional - Required if Setting 4)

This setting is used to define the font size used to display data values on the X axis of the Gantt chart. This field is required if the Font Color (Setting 3) is defined.
Examples: 15, or 16, or 20, or 10

Setting 3 - X Font Color - Hex RGB Value (Optional)

This defines the color that the data values on the X axis of the Gantt chart will be displayed in. If you enter a value here, it must be in HEX format, or an error will occur. To see a list of colors available colors, see the RGB Color Table.
Examples: 0xcc0000, or 0x990099, or 0x000000

Parameter 3 - Y Data Value Font - (Optional)

The settings within this parameter are used to define the font style, color, and type used for data on the Y axis of the Gantt chart.
Example: arial.ttf,10,0x990000
Result: 1/1/2004

Setting 1 - Y Font Type - String (Optional)

This is used to define the font used to display data values on the Y axis of the bar chart. To see how you can change the font type, go to Font Properties .

Setting 2 - Y Font Size - Integer (Optional - Required if Setting 4)

This setting is used to define the font size used to display data values on the Y axis of the Gantt chart. This field is required if the Y Font Color (Setting 3) is defined.
Examples: 15, or 16, or 20, or 10

Setting 3 - Y Font Color - Hex RGB Value (Optional)

This defines the font color that the data values on the Y axis of the Gantt chart will be displayed in. If you enter a value here, it must be in HEX format, or an error will occur. To see a list of available colors, see the RGB Color Table.
Examples: 0xcc0000, or 0x990099, or 0x000000

Parameter 4 - Image Width & Height - (Optional)

This parameter is used to define the width and height of the Gantt chart.
Example: 500,250

Setting 1 - Image Width - Integer (Optional)

This setting allows you to change the width of the chart display. While this doesn't control the width of the Gantt chart itself, it does control the complete image width displayed to the user.
Examples: 500, or 400, or 300, or 350

Setting 2 - Image Height - Integer (Optional)

This setting allows you to change the height of the chart display. While this doesn't control the height of the Gantt chart itself, it does control the complete height displayed to the user.
Examples: 250, or 100, or 500, or 325

Parameter 5 - Gantt Chart Position and Size - (Optional)

The settings within this parameter allow you to alter the location of the Gantt chart within the image.
Example: 40,80,400,250

Setting 1 - Gantt Chart X Location - Integer (Optional)

This setting allows you to change the X coordinate location of where the Gantt chart display will begin. If you choose to utilize an X Value Data Header, you will need to leave room for this to be included in the image.
Examples: 250, or 300, or 125, or 400

Setting 2 - Gantt Chart Y Location - Integer (Optional)

This setting allows you to change the Y coordinate location of where the Gantt chart display will begin. If you choose to have a Y Value Data Header, you will need to leave room for this to be included in the image.
Examples: 125, or 150, or 175, or 200

Setting 3 - Gantt Chart Width - Integer (Optional)

This setting allows you to define the height of the Gantt chart display within the image. If you take the total image height (defined in Parameter 4) and subtract the “Gantt Chart Y Location” value, you should be able to calculate this number to fill the remainder of the image height.
Examples: 125, or 150, or 175, or 200

Setting 4 - Gantt Chart Height - Integer (Optional)

This setting allow you to define the height of the Gantt chart display within the image. If you take the total image height (defined in Parameter 6) and subtract the “Gantt Chart Y Location” value, you should be able to calculate this number to fill the remainder of the image height.
Examples: 125, or 150, or 175, or 200

Parameter 6 - Day Separation Time Line - Integer (Optional)

By default, Gantt charts are designed to separate each line by 7 days. If you would to increase or decrease this value, use this parameter to define the number of days to separate each line with.
Example: 14

Chart URL

Parameter 1 (URL) - String (Optional) [? Flash]

This parameter defines the URL the chart will link to when a user clicks on a piece of data in the chart. “Use Relative URL” will not affect this property.

Parameter 2 (ALT Text Design) - String (Optional) [? Flash]

To learn more about Value Substitution, see Substitution Properties .

Pie Charts: Chart Properties (Pre-Summer 2005 only) XE "Chart Properties:Pie Chart"

By default, any setting here will be set up for a standard Task list the first time you choose a chart.

Chart Data

The Chart Data text box is used to define the data and formats used within the chart.

There are five parameters that can be set to be rendered into a pie chart. Each grouping of parameters is preceded by a <Group> tag, indicating a new data stream.
[? Flash]

Example: Two Items Returned [? Flash]

Format: <Group>Parameter 1;Parameter2;Parameter3;Parameter4;Parameter5<Group> Parameter 1;Parameter2;Parameter3;Parameter4;Parameter5
Data: <Group>Not Started;Count(Title);Status='Not Started';0xCC0000;50<Group>In Progress;Count(Title);Status='In Progress';0x000099;40

Parameter 1 - Data Title - String (Required) [? Flash]

This parameter defines the title to display for each data element returned.
Examples: Not Started, In Progress, Completed

Parameter 2 - Data Type - String (Required) [? Flash]

This parameter defines the data type that will be returned. You can have the data counted, summed up, or averaged, or just return the value of a specific field. If you choose Average, Sum, or Return Value, the field type must be Integer, otherwise no data will be returned. (Number and calculated fields are integers.) If you choose Count, the total number of items returned will be returned, which doesn't require the field to be of an integer type.

Calculated fields are not supported.

Parameter 3 - Data Filter - String (Required) [? Flash]

Parameter 4 - Data Color - Hex RGB Value (Optional) [? Flash]

This parameter defines the color the data field will be displayed in. Standard charts begin with red and end with yellow, but these colors can be altered. If nothing is entered here, red will be utilized as the default color. Any value entered here must in HEX format, otherwise an error will occur. To see a list of available colors, refer to the RGB Color Table.
Examples: 0xcc0000, or 0x990099, or 0x000000

Parameter 5 - Data Depth - Integer (Optional) - 3D Multi-Level Pie Only [? Flash]

This parameter defines the pixel depth in which each data element will be represented in a 3D multi-level pie chart.
Examples: 10, 20, 22, or 35

Chart Properties

Pie Chart

Seven chart property parameters are available for pie charts. Each parameter is separated by a semicolon (;).

All settings within a parameter must be separated by a comma (,). The comma signifies the next setting. If you choose not to define a value for an optional setting, it is not necessary to place any data between the first comma and the next comma.

Format: P1-Setting1,P1-Setting2,P1-Setting3,P1-Setting4,P1-Setting5;P2-Setting1,P2-Setting2,P2-Setting3;P3-Setting1,P3-Setting2;P4-Setting1,P4-Setting2,P4-Setting3;P5;P6;P7
Example: 2D Pie Chart,arialbd.ttf,10,0x000000,0xcc0000;arialbd.ttf,10,0x000000;500,250;250,125,75;true;true;false

Parameter 1 - Chart Title - (Optional) [? Flash]

The settings within this parameter define the content and format of the chart title.
Example: 2D Pie Chart,arialbd.ttf,10,0x000000,0xcc0000
Result: 2D Pie Chart

Setting 1 - Chart Title - String (Optional)

This is the title that will be displayed at the top of the chart.
Examples: 2D Pie Chart, Status of Current Projects, or Customer Satisfaction Levels

Setting 2 - Font Type - String (Optional)

This defines the font used to display the chart title. To see how you can change the font type, go to Font Properties .

Setting 3 - Font Size - Integer (Optional - Required if Setting 4)

This defines the size of the font used to display the chart title. This field is required if the Font Color (Setting 4) is defined.
Examples: 15, or 16, or 20, or 10

Setting 4 - Font Color - Hex RGB Value (Optional)

This defines the font color that the Chart Title will be displayed in. If you enter a value here, it must in HEX format, or an error will occur. To see a list of available colors, see the RGB Color Table .
Examples: 0xcc0000, or 0x990099, or 0x000000

Setting 5 - Title BG Color - Hex RGB Value (Optional)

This defines the background color to be used behind the Chart Title. If you enter a value here, it must in HEX format, or an error will occur. To see a list of available colors, see the RGB Color Table.
Examples: 0xcc0000, or 0x990099, or 0x000000

Parameter 2 - Data Value Font - (Optional) [? Flash]

These settings define the format of the data presented by the chart.
Example (arialbd.ttf,10,0x000000) In Progress

Setting 1 - Font Type - String (Optional)

This setting defines the font used to present the data in the chart. To see how you can change the font type, see Font Properties .

Setting 2 - Font Size - Integer (Optional - Required if Setting 3)

This defines the font size used to display the chart data. This field will be required if the Font Color (Setting 3) is defined.
Examples: 15, or 16, or 20, or 10

Setting 3 - Font Color - Hex RGB Value (Optional)

This defines the color in which the chart data will be displayed. If this is defined, it must be entered in HEX format, or an error will occur. To see a list of available colors, see the RGB Color Table .
Examples: 0xcc0000, or 0x990099, or 0x000000

Parameter 3 - Image Width & Height - (Optional) [? Flash]

This parameter is used to define the width and height of the chart image.
Example: 500,250

Setting 1 - Image Width - Integer (Optional)

This setting is used to change the width of the chart display. While this doesn't control the width of the pie itself, it does control the complete image width displayed to the user.
Examples: 500, or 400, or 300, or 350

Setting 2 - Image Height - Integer (Optional)

This setting is used to change the height of the chart display. While this doesn't control the height of the pie itself, it does control the complete height displayed to the user.
Examples: 250, or 100, or 500, or 325

Parameter 4 - Pie Center - (Optional) [? Flash]

This allows you to alter the center location and radius of the Pie Chart.
Example (250,125,75)

Setting 1 - Pie Center X Location - Integer (Optional)

This setting allows you to change the X coordinate location of the pie center. This is usually set to 1/2 of the total width of the image.
Examples: 250, or 300, or 125, or 400

Setting 2 - Pie Center Y Location - Integer (Optional)

This setting allows you to change the Y coordinate location of the pie center. This is usually set to 1/2 of the total width of the image.
Examples: 125, or 150, or 175, or 200

Setting 3 - Pie Radius - Integer (Optional)

This setting allows you to change the radius of the pie, which in turn changes the complete width of the pie. The radius represents one side of the pie, so it is reflected on the other sides as well.
Examples: 125, or 150, or 175, or 200

Parameter 5 - Implement Side Bar Configuration - Boolean (Optional) [? Flash]

If this is set to true, the pie chart will utilize a side bar configuration which presents all values on the side of the image and does not permit any overlap. If set to false, all data values will be placed directly next to the corresponding pie section.
Example: true

Parameter 6 - Implement 20% Transparency on Colors - Boolean (Optional) [? Flash]

If this is set to true, all of the pie chart colors will be faded by 20% to show a transparent effect. This is useful for the 3D Multi-Level Pie Chart, as it allows you to see the many levels of the pie. If set to false, all colors will be opaque.
Example: true

Parameter 7 - Use Default Colors - Boolean (Optional) [? Flash]

If this is set to true, the pie chart will use its default colors for separation. If set to false, either the default color of red will be used, or a pre-defined color if one is set in the Chart Data text box.
Example (false)

Chart URL

The Chart URL text box represents the Anchor Tag and Alt Tag that are put in place for the image map that is created for the chart. The format for the data within this text box is "parameter1;parameter2". For example:
http://www.corasworks.net;title='Web Site Count {value}'

Parameter 1 (URL) - String (Optional) [? Flash]

This parameter defines the URL the chart will link to when a user clicks on a piece of data in the chart. “Use Relative URL” will not affect this property.

Parameter 2 (ALT Text Design) - String (Optional) [? Flash]

To learn more about Value Substitution, see Substitution Properties .

Chart Examples (For Pre-Summer 2005 Reference) XE "Chart Examples - Pre-Summer 05"

The following are a list of examples of charts created with changes to the overall format in order to help you better understand the many properties of the Chart Display Advanced Web Part.

Chart Data:	<Group>Not Started;Count(Title);Status='Not Started';0xCC0000;50<Group>In Progress;Count(Title);Status='In Progress';0x000099;40<Group>Completed;Count(Title);Status='Completed';0x009900;30<Group>Deferred;Count(Title);Status='Deferred';0xFFFF00;20<Group>Waiting;Count(Title);Status='Waiting on someone else';0x990099;10
Chart Properties:	2D Pie Chart,,15,0x000099;;490,320;245,160,100
Chart URL:	default.aspx
Image Format:	image/gif;0

Chart Data:	<Group>Not Started;Count(Title);Status='Not Started';0xCC0000;50<Group>In Progress;Count(Title);Status='In Progress';0x000099;40<Group>Completed;Count(Title);Status='Completed';0x009900;30<Group>Deferred;Count(Title);Status='Deferred';0xFFFF00;20<Group>Waiting;Count(Title);Status='Waiting on someone else';0x990099;10
Chart Properties:	3D Pie Chart,,13,0xcc0000;,8,0x000099;320,300;160,180;false;true
Chart URL:	http://site/Lists/Tasks/AllItems.aspx
Image Format:	image/gif;0

Chart Data:	<Group>Not Started;Count(Title);Status='Not Started';0x80CC0000;50<Group>In Progress;Count(Title);Status='In Progress';0x80000099;40<Group>Completed;Count(Title);Status='Completed';0x80009900;30<Group>Deferred;Count(Title);Status='Deferred';0x80FFFF00;20<Group>Waiting;Count(Title);Status='Waiting on someone else';0x80990099;10
Chart Properties:	3D Multi-Level Pie Chart,,13,0xcc0000;,8,0x000099;320,300;160,180;false;true
Chart URL:	http://site/Lists/Tasks/AllItems.aspx
Image Format:	image/jpeg;1

Chart Data:	<Group>CO;Sum(Amount);State='CO';0x996600;<Group>VA;Sum(Amount);State='VA';0x009933;<Group>WA;Sum(Amount);State='WA';0x000099;<Group>Other;Sum(Amount);State is Null;;
Chart Properties:	2D Horizontal Chart;;;;,,15,0x000000,${value};;;;;sum(Amount);${value}
Chart URL:	default.aspx;title='{label}: US${value}'
Image Format:	image/jpeg;1

Chart Data:	<Group>Developer;Count([Order Reference]);[Products Purchased]LIKE'Developer';;<Group>Professional;Count([Order Reference]);[Products Purchased]LIKE'Professional';;<Group>Project;Count([Order Reference]);[Products Purchased]LIKE'Project';;<Group>MWO;Count([Order Reference]);[Products Purchased]LIKE'MyWorkplace For Outlook';;
Chart Properties:	3D Horizontal Chart;;;;;;;;;10
Chart URL:	default.aspx
Image Format:	image/jpeg;1

Chart Data:	<Percentage><Group>Not Started;Count(Title);Status='Not Started';0xCC0000;50<Group>In Progress;Count(Title);Status='In Progress';0x000099;40<Group>Completed;Count(Title);Status='Completed';0x009900;30<Group>Deferred;Count(Title);Status='Deferred';0xFFFF00;20<Group>Waiting;Count(Title);Status='Waiting on someone else';0x990099;10
Chart Properties:	2D Vertical Chart,,15,0x006699;,8,0xCC0000;Status,,15,0xCC0000;,8,0x000099;Percentage,,15,0x000099;600,250;70,40,450,135;;true;count;{value} Task(s)
Chart URL:	http://site/lists/tasks/allitems.aspx
Image Format:	image/gif;0

Chart Data:	<Percentage><Group>Not Started;Count(Title);Status='Not Started';0xCC0000;50<Group>In Progress;Count(Title);Status='In Progress';0x000099;40<Group>Completed;Count(Title);Status='Completed';0x009900;30<Group>Deferred;Count(Title);Status='Deferred';0xFFFF00;20<Group>Waiting;Count(Title);Status='Waiting on someone else';0x990099;10
Chart Properties:	3D Vertical Chart,,15,0x006699;,8,0xCC0000;Status,,15,0xCC0000;,8,0x000099;Percentage,,15,0x000099;600,250;70,40,450,135;;true;count;{value} Task(s)
Chart URL:	http://site/lists/tasks/allitems.aspx
Image Format:	image/gif;0

Chart Data:	<Group>Title;Start Date;Due Date;0x000099
Chart Properties:
Chart URL:	http://site/lists/tasks/allitems.aspx
Image Format:	image/gif;0

RGB Color Table (For Pre-Summer 2005 Reference) XE "RGB Color Table - Pre-Summer 05"

NOTE: This topic applies only to versions of the Chart Display Advanced web part from before the Summer 2005 release. If you are working with Summer 2005 or a later release, any fields that require color selection include a Color Picker.

The following is a list of colors currently supported by the Charting Web Part Properties area. These colors can be introduced to change text color, header background color, bar colors, and pie colors. Copy the HEX value located below and place it into the property you wish to change. If you wish to add a transparency effect to a color, introduce a "80" after the "0x" and before the rest of the HEX Value. An example would be "0x80CC0000". As you will notice, the values located after the "0x" are the same values found within standard web page color orientation. If you are using a color in your web site or see another color used in another web site that you would like to use, copy their HEX value and place a "0x" in front of the color text. An example would be the color black - on a web part, it would be "000000" and for the charting web part, it would be "0x000000".

EXAMPLE

Color Table

Hex Code	Color
0xFFFFFF
0xFFFFCC
0xFFFF99
0xFFFF66
0xFFFF33
0xFFFF00
0xFFCCFF
0xFFCCCC
0xFFCC99
0xFFCC66
0xFFCC33
0xFFCC00
0xFF99FF
0xFF99CC
0xFF9999
0xFF9966
0xFF9933
0xFF9900
0xFF66FF
0xFF66CC
0xFF6699
0xFF6666
0xFF6633
0xFF6600
0xFF33FF
0xFF33CC
0xFF3399
0xFF3366
0xFF3333
0xFF3300
0xFF00FF
0xFF00CC
0xFF0099
0xFF0066
0xFF0033
0xFF0000

Hex Code	Color
0x66FFFF
0x66FFCC
0x66FF99
0x66FF66
0x66FF33
0x66FF00
0x66CCFF
0x66CCCC
0x66CC99
0x66CC66
0x66CC33
0x66CC00
0x6699FF
0x6699CC
0x669999
0x669966
0x669933
0x669900
0x6666FF
0x6666CC
0x666699
0x666666
0x666633
0x666600
0x6633FF
0x6633CC
0x663399
0x663366
0x663333
0x663300
0x6600FF
0x6600CC
0x660099
0x660066
0x660033
0x660000

Hex Code	Color
0xCCFFFF
0xCCFFCC
0xCCFF99
0xCCFF66
0xCCFF33
0xCCFF00
0xCCCCFF
0xCCCCCC
0xCCCC99
0xCCCC66
0xCCCC33
0xCCCC00
0xCC99FF
0xCC99CC
0xCC9999
0xCC9966
0xCC9933
0xCC9900
0xCC66FF
0xCC66CC
0xCC6699
0xCC6666
0xCC6633
0xCC6600
0xCC33FF
0xCC33CC
0xCC3399
0xCC3366
0xCC3333
0xCC3300
0xCC00FF
0xCC00CC
0xCC0099
0xCC0066
0xCC0033
0xCC0000

Hex Code	Color
0x33FFFF
0x33FFCC
0x33FF99
0x33FF66
0x33FF33
0x33FF00
0x33CCFF
0x33CCCC
0x33CC99
0x33CC66
0x33CC33
0x33CC00
0x3399FF
0x3399CC
0x339999
0x339966
0x339933
0x339900
0x3366FF
0x3366CC
0x336699
0x336666
0x336633
0x336600
0x3333FF
0x3333CC
0x333399
0x333366
0x333333
0x333300
0x3300FF
0x3300CC
0x330099
0x330066
0x330033
0x330000

Hex Code	Color
0x99FFFF
0x99FFCC
0x99FF99
0x99FF66
0x99FF33
0x99FF00
0x99CCFF
0x99CCCC
0x99CC99
0x99CC66
0x99CC33
0x99CC00
0x9999FF
0x9999CC
0x999999
0x999966
0x999933
0x999900
0x9966FF
0x9966CC
0x996699
0x996666
0x996633
0x996600
0x9933FF
0x9933CC
0x993399
0x993366
0x993333
0x993300
0x9900FF
0x9900CC
0x990099
0x990066
0x990033
0x990000

Hex Code	Color
0x00FFFF
0x00FFCC
0x00FF99
0x00FF66
0x00FF33
0x00FF00
0x00CCFF
0x00CCCC
0x00CC99
0x00CC66
0x00CC33
0x00CC00
0x0099FF
0x0099CC
0x009999
0x009966
0x009933
0x009900
0x0066FF
0x0066CC
0x006699
0x006666
0x006633
0x006600
0x0033FF
0x0033CC
0x003399
0x003366
0x003333
0x003300
0x0000FF
0x0000CC
0x000099
0x000066
0x000033
0x000000

Using Complex Filters XE "Complex Filters:Used in a Chart Roll-Up"

Chart roll-ups support complex filtering, which allows for SQL-like information queries. They can be comprised of any number of fields and values. For example, you can build a filter that looks for records that are not started, due within seven days, and have a high priority.

Operators XE "Complex Filters:Operators"

When defining complex filters, concatenation is allowed using Boolean AND, OR, and NOT operators. You can use parentheses to group clauses and force precedence. The AND operator has precedence over other operators. For example:
(LastName = 'Smith' OR LastName = 'Jones') AND FirstName = 'John'

The following operators are allowed when creating comparison complex filters:

· <

· >

· <=

· >=

· <>

· =

· IN

· LIKE

The following arithmetic operators are also supported in complex filters:

· + (addition)

· - (subtraction)

· x (multiplication)

· / (division)

· % (modulus)

String Operators XE "Complex Filters:String Operators"

Use the + character to concatenate a string. Whether string comparisons are case-sensitive or not is determined by the value of the DataSet class's CaseSensitive property. However, you can override that value with the DataTable class's CaseSensitive property.

Wildcard Characters XE "Complex Filters:Wildcard Characters – Chart Roll-Up" XE "Wildcard Characters:Chart Roll-Up"

Both the * and % characters can be used interchangeably as wildcards in a LIKE comparison. If the string in a LIKE clause contains a * or %, those characters should be escaped in brackets ([]). If a bracket is in the clause, the bracket characters should be escaped in brackets (for example [[] or []]). A wildcard is allowed at the beginning of a pattern, at the end of a pattern, or both. For example:

· ItemName LIKE '*product*'

· ItemName LIKE '*product'

· ItemName LIKE 'product*'

Wildcards are not allowed in the middle of a string. For example, 'te*xt' is not allowed.

Aggregates XE "Complex Filters:Aggregates"

The following aggregate types are supported:

· Sum (Sum)

· Avg (Average)

· Min (Minimum)

· Max (Maximum)

· Count (Count)

· StDev (Statistical standard deviation)

· Var (Statistical variance).

Column Names XE "Complex Filters:Column Names"

When creating a complex filter, use the Column Name to refer to columns. For example, if the Column Name for one column is "UnitPrice" and another is "Quantity", the complex filter would be: UnitPrice * Quantity

Also, enclose strings with single quotes: LastName = 'Jones'

The following characters are special characters and must be escaped (wrapped in brackets) if they are used in a column name, as explained below.

\n (newline)	+
\t (tab)	-
\r (carriage return)	*
~	%
(	&
)	\|
#	^
\	'
/	"
=	[
>	]
<

If a column name contains one of the above characters, the name must be wrapped in brackets. For example, to use a column named Column# in a complex filter, you would reference the column as shown here:
Total * [Column#]

Because brackets are special characters, you must use a slash (\) to escape the bracket if it is part of a column name. For example, a column named Column[] would be written:
Total * [Column[\]] (Only the second bracket must be escaped.)

The same holds true if a column name contains a space. For example, to use a column named First Name in a complex filter, you would type the column name as shown here:
[First Name]='John'

User-Defined Values XE "Complex Filters:User-Defined Fields"

User-defined values may be used within complex filters and compared against column values. String values should be enclosed within single quotes. Date values should be enclosed within pound signs (#). Decimals and scientific notations are permissible for numeric values. For example:

· FirstName = 'John'

· Price <= 50.00

· Birthdate < #1/31/82#

For columns that contain enumeration values, cast the value to an integer data type. For example:
EnumColumn = 5

Null Identifiers XE "Null (complex filters)" XE "Complex Filters:Null Identifiers"

If a column does not contain data, the use of a column='' is not permissible and will not return the results that you are looking for. Since the column row is empty, it will not respond with a String result, but rather a NULL response. Because of this, you need to use the "IS NULL" or "IS NOT NULL" request to see if a column contains or does not contain any data. For example:

· [First Name] IS NULL

· [First Name] IS NOT NULL

Chart Font Properties XE "Chart Font Properties" XE "Fonts - Charts"

CorasWorks utilizes a product called Chart Director to help maintain charts. Chart Director creates the charts and CorasWorks web parts display them to the user.

In ChartDirector, a font can be identified by specifying the name of the file that contains the font. For example, under the Windows platform, the Arial font is specified as "arial.ttf", while the Arial Bold font is specified as "arialbd.ttf."

ChartDirector also supports several keywords that allow you to identify the fonts indirectly. The actual font file name is looked up from a font table based on the keywords. The keywords are as follows:

· normal – The default normal font, which is the same as the first font in the font table. ChartDirector will draw text using this font unless otherwise specified.

· bold – The default bold font, which is the same as the second font in the font table.

· italic – The default italic font, which is the same as the third font in the font table.

· boldItalic – The default bold-italic font, which is the same as the fourth font in the font table.

The default font table contains four fonts: arial.ttf normal, arialbd.ttf for bold, ariali.ttf for italic and arialbi.ttf for bold and italic. The advantages of using fonts in the font table is that you can define and modify all fonts in your chart in one place.

ChartDirector does not come with any font files. It relies on the operating system's font files in the "%systemroot%\Fonts" directory, where %systemroot% is the operating system installation directory. To see what fonts are installed in your operating system and their file names, use the File Explorer to view that directory.

Parameter Substitution Properties XE "Parameter Substitution Properties:Chart Roll-Up"

CorasWorks utilizes a product called Chart Director to maintain charts. Because of this, some of portions of this help will mention the Chart Director product. Chart Director creates each chart and the CorasWorks web part then displays the chart to the user.

By default, these settings will be set up for a standard Task list the first time you choose a chart.

ChartDirector uses parameter substitution to allow you to configure precisely the information contained in the text and their format. For example, when drawing a pie chart with side label layout, the default sector label format is:
{label} ({percent}%)

In drawing the sector labels, ChartDirector will replace "{label}" with the sector name, and "{percent}" with the sector percentage. So the above label format will result is a sector label similar to "ABC (34.56%)."

You can change the sector label format by changing the format string. For example, you can change it to:
{label}: US${value}K ({percent}%)

The sector value will then become something like "ABC: US$123 (35.56%)."

In general, in ChartDirector parameter substitution, fields enclosed by curly brackets will be substituted with their actual values when creating the texts.

ChartDirector supports parameter expressions. They are fields enclosed by curly brackets and they start with the "=" character. For example:
USD {value} (Euro {={value}*0.9})

In the above example, "{value}" will be substituted with the actual value of the sector. The expression "{={value}*0.9}" will be substituted with the actual value of the sector multiplied by 0.9.

ChartDirector parameter expressions support operators "+", "-", "*", "/" and "^" (exponentiation). The *, /, and ^ operators are computed first, followed by + and -. Operators of the same precedence are computed from left to right. Parenthesis can be used to change the computation order.

For fields that are numbers or dates/times, ChartDirector supports a special syntax in parameter substitution to allow these values to be formatted. Please refer to the Number Formatting and Date/Time Formatting sections below for details.

The following tables describe the fields available for various chart objects.

Parameters for Pie Charts

Parameter	Description
sector	The sector number. The first sector is 0, while the nth sector is (n-1).
dataSet	Same as {sector}. See above.
label	The text label of the sector.
dataSetName	Same as {label}. See above.
value	The data value of the sector.
percent	The percentage value of the sector.
field{N}	The (N + 1)th extra field (the first extra field is field0).

Parameters for All XY, Bar, Gantt Chart Layers

The followings parameters apply to all XY chart layers in general. Some layer types may have additional parameters (see below).

Note that certain parameters are inapplicable in some contexts. For example, when specifying the aggregate label of a stacked bar chart, the {dataSetName} parameter is inapplicable. This is because a stacked bar is composed of multiple data sets. It does not belong to any particular data set and hence does not have a data set name.

Parameter	Description
x	The x value of the data point. For an enumerated x-axis, the first data point is 0 and the nth data point is (n-1).
xLabel	The bottom x-axis label of the data point.
x2Label	The top x-axis label of the data point.
value	The value of the data point.
percent	The percentage of the data point based on the total value of all data points.
dataGroup	The data group number to which the data point belongs. The first data group is 0. The nth data group is (n-1).
dataGroupName	The name of the data group to which the data point belongs.

Number Formatting

For parameters that are numeric, ChartDirector supports a number of formatting options in parameter substitution.

For example, say you want a numeric field {value} to have a precision of two digits to the right of the decimal point, use a comma as the thousand separator and use a period as the decimal point. In this example, you would use {value|2,.}. The number 123456.789 will then be displayed as 123,456.79.

For numbers, the formatting options are specified using the following syntax:

{[param]|[a][b][c][d]}

where:

Parameter	Description
[param]	The name of the parameter
[a]	An integer specifying the number of digits to the right of the decimal point. The default is automatic. To use the default, simply skip this parameter.
[b]	The thousand separator. This should be a non-alphanumeric character (not 0-9, A-Z, a-z). Use '~' for no thousand separator. The default is '~', which can be modified using BaseChart.setNumberFormat.
[c]	The decimal point character. The default is '.', which can be modified using BaseChart.setNumberFormat.
[d]	The negative sign character. Use '~' for no negative sign character. The default is '-', which can be modified using BaseChart.setNumberFormat.

You may skip the trailing formatting options if they are needed. For example, {value|2} means format the value with two digits to the right, where the thousand separator, decimal point character, and negative sign character all use the default settings of the chart.

Date/Time Formatting XE "Date Format:Chart Roll-Up"

For parameters that are dates/times, the formatting options can be specified using the following syntax:

{[param]|[datetime_format_string]}

where [datetime_format_string] must start with an English character (A-Z or a-z), and may contain any characters except '}'. Certain characters are substituted according to the following table:

Parameter	Description
yyyy	The year in 4 digits (e.g. 2002)
yyy	The year showing only the least significant 3 digits (e.g. 002 for the year 2002)
yy	The year showing only the least significant 2 digits (e.g. 02 for the year 2002)
y	The year showing only the least significant 1 digits (e.g. 2 for the year 2002)
mmm	The month formatted as its name. The default is to use the first 3 characters of the English month name (Jan, Feb, Mar, etc.). The names can be configured using BaseChart.setMonthNames.
mm	The month formatted as 2 digits from 01 - 12, adding a leading zero if necessary.
m	The month formatted using the minimum number of digits from 1 - 12.
dd	The day of month formatted as 2 digits from 01 - 31, adding a leading zero if necessary.
d	The day of month formatted using the minimum number of digits from 1 - 31.
w	The name of the day of week. The default is to use the first 3 characters of the English day of week name (Sun, Mon, Tue, etc.). The names can be configured using BaseChart.setWeekDayNames.
hh	The hour of day formatted as 2 digits, adding a leading zero if necessary. The 2 digits will be 00 - 23 if the 'a' option (see below) is not specified, otherwise it will be 00 - 12.
h	The hour of day formatted using the minimum number of digits. The digits will be 0 - 23 if the 'a' option (see below) is not specified, otherwise it will be 0 - 12.
nn	The minute formatted as 2 digits from 00 - 59, adding a leading zero if necessary.
n	The minute formatted using the minimum number of digits from 00 - 59.
ss	The second formatted as 2 digits from 00 - 59, adding a leading zero if necessary.
s	The second formatted using the minimum number of digits from 00 - 59.
a	Display either 'am' or 'pm,' depending on whether the time is in the morning or afternoon. The 'am' and 'pm' text can be modified using BaseChart.setAMPM.

For example, a parameter substitution format of {value|mm-dd-yyyy} will display a date as something similar to 09-15-2002. A format of {value|dd/mm/yy hh:nn:ss a} will display a date as something similar to 15/09/02 03:04:05 pm.

Actions Menu XE "Actions Menu:Chart Roll-Up"

The Actions menu allows both administrators and users to execute common actions in lieu of utilizing search commands. The Show Version action is available to all users on the system.

To use the Actions menu and view version information, go to the web part and drop down the web part menu options by clicking on the down arrow on the top right hand side of the web part. Drag your mouse over "Actions" and then choose the desired option.

Show Admin XE "Administration View:Chart Roll-Up"

If you are working with Summer 2005 or a later release, this option causes the administration interface to be displayed. If you are working with a prior release, this option causes the web part’s administration window to be displayed. In either case, the resulting display allows administrators to determine the lists and schemas utilized by the web part. This option is only available to administrators.

Show Version XE "Version:Chart Roll-Up" XE "Show Version:Chart Roll-Up"

This selection will show version information within the web part area, including application, version, organization, authors, and build date. The link to Close Version Window returns the page back to it original state.

NOTE: Because all CorasWorks web parts utilize this command for version viewing, every CorasWorks web part on the page will respond to the Show Version action. This will allow you to view version information for all CorasWorks web parts at once.

Search Commands XE "Search Commands:Chart Roll-Up" XE "Shortcuts:Chart Roll-Up"

CorasWorks has built in a few commands so that certain actions can be activated directly from the Search textbox in the web part, bypassing the need to access the web part properties. These commands can be activated by typing the desired phrase and clicking on the Search button.

:admin: XE "Administration View"

This will display the administration interface (Summer 05 and later releases) or the administration window (previous releases) within the web part area, allowing the administrator to define the sites and lists returned to the web part. This option is only available to site collection and/or site/web administrators and in shared view.

:corasworks:

This will hide the “Powered by CorasWorks” text located on the left side of the search bar. To return this text to the display, enter the command again. This option is only available to administrators. Keep in mind that since this command is typed into the search bar, a search on the command text will also be performed, so you will want to refresh the page after executing this command.

:refresh: XE "Caching:Refresh"

This will refresh the current cache if caching is enabled. If Cache Per User is chosen, this will only refresh the cache for the user activating this command. If the opposite is true, the cache will be reset for all users.

:version:

This will show the version window within the web part area to the user, allowing them to view the application, version, organization, authors, and build date of the web part. The Close Version Window link returns the page back to its original state. No other users will see the version information; the version information is actually displayed on a separate page with “?version=coras” at the end of the URL.

NOTE: Because all CorasWorks web parts utilize this as a means for viewing the version, all CorasWorks web parts on the page will respond when this action is selected. This allows you to identify all web parts created by CorasWorks, with the corresponding information.

[Me] XE "Search for \"My\" Records:[ME] – Chart Roll-Up"

This will search throughout all the returned lists for items with the login name of the individual executing the search. This command does not function for anonymous users.

Connectability XE "Connectability:Chart Roll-Up"

Connectability is a standard protocol that is supported within a SharePoint environment. CorasWorks navigation and roll-up components can utilize the connectability interface so CorasWorks web parts can “talk” to one another and one web part can receive information from another web part. This information can be used to alter the data displayed within the current web part.

You can only activate a connection when the page is in Design mode. Once in Design mode, access the web part menu and select Connections. Then specify the type of connection you want and the web part you want to connect to.

The three currently supported types of connections are List Consumer, Row Consumer, and Cell Consumer.

List Consumer XE "List Consumer:Chart Roll-Up" XE "Connectability:List Consumer - Chart Roll-Up"

This type of connection allows you to “consume” a list of URLS from the Workplace View Advanced 3.5 (WVA) or the SPS Workplace View Advanced 3.5 (SPS WVA). This allows you to set up your site information within one web part and have its setting reflect within this web part. This type of connection does not accept information from any other web part.

For example, imagine that there are multiple roll-up views on a page. All of these roll-ups can be connected to the WVA. When you change the sites and lists in the WVA, the roll-ups will update to show the information selected. This reduces the time to reconfigure individual web parts and ensures that they all have the correct configuration.

Row Consumer XE "Row Consumer:Chart Roll-Up" XE "Connectability:Row Consumer – Chart Roll-Up"

This type of connection allows you to consume a row of information from within another web part. The connection filters against each column displayed in the other web part.

The Row Filter performs a filter on the titles of the rows collected form the other web part. This means that if the other web part display includes Title and Due Date, your current list to be collected must also contain the same row titles in order for the filter to function.

Row consumer connections that include fields with calculated values are not supported.

Cell Consumer XE "Cell Consumer: Chart Roll-Up " XE "Connectability:Cell Consumer - Chart Roll-Up "

This type of connection allows you to consume a specific cell from within another web part. After a connection has been established, you will be asked what cell you would like to read from the other web part. After you have chosen a specific field (cell), the title of the column from the other web part will be used to filter against by default. If you want to filter on a different cell within your returned data, you can specify this within the Connectable Properties section of the web part properties.

Cell consumer connections that include calculated values are not supported.

As an example, imagine that you want to provide a salesperson with information about a customer. You may want to create a page that has contact information about the customer, order information, call history, and support calls. Using connectability, you can connect the web parts so that when you select a customer, the other views for orders, call history, and support calls will automatically update to display that customer’s information.

Because CorasWorks roll-ups can show information from any sites or portal sub-areas, the data, such as the call history list or the support calls, can be stored in different sites, such as departmental sites. With connectability, you can simply select a customer and all of the information for that customer is displayed. This type of scenario would also apply, for instance, in situations where you want to see information about projects which are stored in sites for different departments. The key is that each list has to have a field with the exact same name and the same data type, such as Customer ID or Project ID.

Modifiable DWP Properties XE "DWP Properties: Chart Roll-Up"

CorasWorks web parts have a number of properties that can only be modified by manually editing the DWP file associated with this web part. You can edit a DWP file by exporting the web part to a location of your choice, making the desired changes, and then uploading it back onto your site.

The properties described here allow you to change the function and display of the web part. Please keep in mind the XML namespace of the web part you are changing, or these properties will not be enabled within the web part. XML namespaces for all CorasWorks web parts are provided in the 1For DevelopersHelp_D2HPrivate(-9,656)Overview1 help topic.

Also note that some of these properties some may require the use of a "<", ">", or "&" symbol. If that is the case, you will need to replace these characters with their encoded equivalents of "<", ">", and "&" respectively.

These properties are only viewable in the DWP if the default settings have been changed.

NOTE: As of the Summer 05 release of the Workplace Suite, a Localization tab on the administration interface allows you to make many of the localization changes described below. Before you make these changes in the DWP, you may want to review the available settings that can be modified on the Localization tab.

ListType (String) [? Flash]

This property allows you to alter the generic schema that will be used by the web part. Currently "Announcements", "Contacts", "Documents", "Events", "Links", and "Tasks" are supported. Once this is changed the generic schema that is stored in the DLL will be reset to utilize this property. By default "Tasks" is utilized as the chart properties are designed to support automatically this list type. This will be overridden if a new List Schema has been added to the DWP.
Use: <ListType xmlns='webpart_namespace'>List Type</ListType>
Example: <ListType xmlns='CorasWSC.Chart.Display'>Tasks</ListType>

MySite (String)

This property will allow you to change the web part’s default MySite characteristics. By default, the web part will modify the URL "/mysite" to point to "/personal/User". This allows the web part to search through the MySite section of SharePoint Portal Server. SPS allows the Administrator to alter the URL definition for each SPS server. Because of this, the DWP Property "MySite" was designed to allow the Administrator to alter the web part in order to support their specific SPS MySite setup.

Use:<MySite xmlns='webpart_namespace'>/site/<%Domain%> AND/OR <%User%></MySite>
Example: <MySite xmlns='CorasWSC.Chart.Display'>/personal/<%User%></MySite>
Settings: <%User%> = UserName, <%Domain%> = Domain Name

SearchAbove1Site (boolean)

This property allows you to start the collection of list items for roll-up display one level above the site identified in the Site URL field. This applies to Line of Site roll-ups only.

ShowCorasWorks (Boolean) - Search Command :corasworks:

This property allows the "Powered By CorasWorks" text to be hidden or shown at the top of the web part display. If this property is set to true, the user will see the "Powered By CorasWorks" text. If this property is set to false, the user will not see this text. This property can be changed from true to false or from false to true by executing the proper search command.

Use: <ShowCorasWorks xmlns='webpart_namespace'>true/false</ShowCorasWorks>
Example: <ShowCorasWorks xmlns='CorasWSC.Chart.Display'>true</ShowCorasWorks>

ShowSearch (Boolean) - Search Command :search: [? Flash]

This property allows the List Return Search Bar to be hidden or shown. If this property is set to true, the user will see the List Return Search Bar. If this property is set to false, the user will not be able to view or use the List Return Search Bar. This property can be changed from true to false by executing the proper search command. Once the property is set in the search command, you can only return it to its original state by editing the properties here.

Use: <ShowSearch xmlns='webpart_namespace'>true/false</ShowSearch>
Example: <ShowSearch xmlns='CorasWSC.Chart.Display'>true</ShowSearch>

UseLike (Boolean)

This Property toggles whether, after a cell consumer connection has been established, the filter used will do so with a LIKE phrase or a direct "=" phrase. By default, LIKE is used so that those lists which contain choice or lookup fields will be relatively searched within.
Use: <UseLike xmlns='webpart_namespace'>true/false</UseLike>
Example: <UseLike xmlns='CorasWSC.Chart.Display'>true</UseLike>

Modifiable DWP Properties for Document Libraries XE "DWP Properties:Document Libraries – Chart Roll-Up"

CorasWorks web parts have a number of properties that can only be modified by manually editing the DWP file associated with this web part. The property described here applies specifically to document libraries. You can edit a DWP file by exporting the web part to a location of your choice, making the desired changes, and then uploading it back onto your site.

The properties described here allow you to change the function and display of the web part. Please keep in mind the XML namespace of the web part you are changing, or these properties will not be enabled within the web part. XML namespaces for all CorasWorks web parts are provided in the 2For DevelopersHelp_D2HPrivate(-9,656)Overview2 help topic.

This property is only viewable in the DWP if the default settings have been changed.

LCIDXML

This property allows you to localize the user interface. The easiest way to use this property is to follow these steps:

1. Copy the sample code below into Notepad and make the appropriate translations to the content between each tag.

2. Remove all of the carriage returns and replace any double quotes (“) with single quotes (‘). Make sure there aren’t any brackets ([ ]) anywhere in the text. If there are, replace them with parentheses ( ). The XML nodes must appear in the exact order as they are shown below; you can not omit nodes or reorder them.

3. Export the web part you want to localize and add this: <LCIDXML xmlns="webpart_namespace"><![TA[]]></LCIDXML> (where 'webpart_namespace' is the web part names identified in the .chm file included in the Developer and Small Business editions of the Suite)
For example: <LCIDXML xmlns="CorasWSC.Chart.Display"><![TA[]]></LCIDXML>

4. Copy the modified LCIDXML content from Step 2 and place it after the opening bracket after TA.

5. Save the localized web part and import it into your site. CorasWorks recommends that you use a naming convention that makes it clear which language(s) are supported by the web part.

Sample Code:
<?xml version='1.0' ?>
<CorasWorks>
<RollUp id='default'>
  <ReturnType>Return Type:</ReturnType>
  <Administration>Administration</Administration>
  <SiteUrl>Site URL:</SiteUrl>
  <LevelsSearch>Levels Searched:</LevelsSearch>
  <Schemas>Schema(s):</Schemas>
  <AvailableLists>Available List(s):</AvailableLists>
  <CurrentLists>Current List(s):</CurrentLists>
  <CloseAdministration>Close Administration</CloseAdministration>
  <Status>Status:</Status>
  <ReturnSitesList>Return Sites & Lists</ReturnSitesList>
  <Selective>Selective</Selective>
  <LineofSite>Line of Site</LineofSite>
  <UtilizeAllSChemas>Utilize All Schemas:</UtilizeAllSChemas>
  <SaveSelection>Save Selection</SaveSelection>
  <SelectAllSiteLists>Select All Sites & Lists</SelectAllSiteLists>
  <RemoveAllSiteLists>Remove All Sites & Lists</RemoveAllSiteLists>
  <AddList>Add List</AddList>
  <RemoveList>Remove List</RemoveList>
  <SelectSearchCriteria>Select Search Criteria</SelectSearchCriteria>
  <Search>Search</Search>
  <AddItem>Add Item</AddItem>
  <NoItemsFound>No Items Found - Please Check Your Lists, Filter, or Search Criteria</NoItemsFound>
  <ExecuteSearch>Please Execute a Search to See Results</ExecuteSearch>
  <ShowAdmin>Show Admin</ShowAdmin>
  <ShowVersion>Show Version</ShowVersion>
  <Action>Actions</Action>
  <ThisProcess>This Process Is Exceeding Its Time Limitations</ThisProcess>
  <ChartType>Chart Type:</ChartType>
  <Charts>Charts</Charts>
  <ThreeDPie>3D Pie</ThreeDPie>
  <TwoDPie>2D Pie</TwoDPie>
  <ThreeDMultiLevelPie>3D Multi-Level Pie</ThreeDMultiLevelPie>
  <TwoDHorChart>2D Hor. Chart</TwoDHorChart>
  <ThreeDHorChart>3D Hor. Chart</ThreeDHorChart>
  <TwoDVerChart>2D Ver. Chart</TwoDVerChart>
  <ThreeDVerChart>3D Ver. Chart</ThreeDVerChart>
  <Gannt>Gannt</Gannt>
  <IncorrectSettings>Incorrect Settings in Chart Properties. Please Check Your Settings and Try Again.</IncorrectSettings>
</RollUp>
</CorasWorks>

Note that the XML nodes must all appear on a single line, in the exact order as they are displayed above. You can not omit nodes or reorder them.

The CorasWorks node supports multiple RollUp nodes, allowing for the same web part to be used on multiple sites. When the web part loads, the language of the site that the web part is hosted in will automatically be used, provided an ID attribute for the site’s RollUp node has been defined, otherwise, the RollUp node with an attribute of 'default' will be used.

To localize the web part for multiple languages, repeat these tags (and the content in between) for each language. However, instead of using ‘default’ after the web part ID, use one of the 4-digit LCIDs provided below. Copy the rest of the LCIDXML text and place it between these tags for each desired language, making the appropriate translations for each language.

The following list shows the LCID for each language:
LCID Language
1025 Arabic
2052 Chinese - Simplified
1028 Chinese - Traditional
1029 Czech
1030 Danish
1043 Dutch
1033 English
1035 Finnish
1036 French
1031 German
1032 Greek
1037 Hebrew
1038 Hungarian
1040 Italian
1041 Japanese
1042 Korean
1044 Norwegian
1045 Polish
2070 Portuguese
1046 Portuguese – Brazilian
1049 Russian
1034 Spanish
1053 Swedish
1054 Thai
1055 Turkish

Supported Schemas XE "Schemas:Chart Roll-Up" XE "Supported Schemas:Chart Roll-Up"

Schemas are what allow roll-up web parts to access, understand, and display a list. They contain all of the elements that identify the list: the list type, the fields to look for, the fields to display and in what order, which fields can be used in a search or a filter, and the percentage of the display that each column should take up.

The following schemas are supported by CorasWorks Chart Display Advanced web parts out of the box. If you have created your own schemas, they will not be available for selection from this version of the web part; if you want to work with additional schemas and you have either the Developer or Small Business edition of the Workplace Suite, you can use the Roll-Up Wizard to create a modified version of this web part that utilizes the additional schemas. This allows you to create calendars from any type of list, library, or gallery that has a date field.

NOTE: In order for a roll-up to work correctly, each list that is referenced by the roll-up must contain the fields named as “List Template Required Fields” below. Additional fields may be included in the list, but the ones named in each schema below are required.

Announcements (AR0001)

Display Fields: Title (Main Field), Body
Search Fields: Title (Main Field), Body, Expires (DATE)
Filterable Fields: Title, Body, Expires (DATE)
Order By: Title, Body
List Template Type: Announcements
List Template Required Fields: Title (Main Field), Body, Expires (DATE)

Announcements Publish (AR0002)

Display Fields: Title (Main Field), Body
Search Fields: Title (Main Field), Body, Expires (DATE), Publish
Filterable Fields: Title, Body, Expires (DATE), Publish
Order By: Title, Body
List Template Type: Announcements
List Template Required Fields: Title (Main Field), Body, Expires (DATE), Publish

Contacts (CR0001)

Display Fields: Last Name (Main Field), First Name, Company, Email Address, Business Phone,
Search Fields: Last Name (Main Field), First Name, Company, Business Phone, Email Address, City, State, Postal Code
Filterable Fields: Last Name, First Name, Company, Business Phone, Email Address, City, State, Postal Code
Order By: Last Name, First Name, Company
List Template Type: Contacts
List Template Required Fields: Last Name (Main Field), First Name, Company, Email Address, Business Phone, City, State, Postal Code

Contacts Publish (CR0002)

Display Fields: Last Name (Main Field), First Name, Company, Email Address, Business Phone,
Search Fields: Last Name (Main Field), First Name, Company, Business Phone, Email Address, City, State, Postal Code, Publish
Filterable Fields: Last Name, First Name, Company, Business Phone, Email Address, City, State, Postal Code, Publish
Order By: Last Name, First Name, Company
List Template Type: Contacts
List Template Required Fields: Last Name (Main Field), First Name, Company, Email Address, Business Phone, City, State, Postal Code, Publish

CW Co Contacts (CR0003)

Display Fields: Contact, Company (Main Field), Job Title, Email Address, Business Phone
Search Fields: Contact, Company (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description
Filterable Fields: Contact, Company, Job Title, Business Phone, Email Address, City, State, Type, Description
Order By: Contact, Company
List Template Type: Contacts
List Template Required Fields: Contact, Company (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description

CW Co Contacts Publish (CR0004)

Display Fields: Contact, Company (Main Field), Job Title, Email Address, Business Phone
Search Fields: Contact, Company (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description, Publish
Filterable Fields: Contact, Company, Job Title, Business Phone, Email Address, City, State, Type, Description, Publish
Order By: Contact, Company
List Template Type: Contacts
List Template Required Fields: Contact, Company (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description, Publish

CW Org Contacts (CR0005)

Display Fields: Contact, Organization (Main Field), Job Title, Email Address, Business Phone
Search Fields: Contact, Organization (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description
Filterable Fields: Contact, Organization, Job Title, Business Phone, Email Address, City, State, Type, Description
Order By: Contact, Organization
List Template Type: Contacts
List Template Required Fields: Contact, Organization (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description

CW Org Contacts Publish (CR0006)

Display Fields: Contact, Organization (Main Field), Job Title, Email Address, Business Phone
Search Fields: Contact, Organization (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description, Publish
Filterable Fields: Contact, Organization, Job Title, Business Phone, Email Address, City, State, Type, Description, Publish
Order By: Contact, Organization
List Template Type: Contacts
List Template Required Fields: Contact, Organization (Main Field), Job Title, Business Phone, Email Address, City, State, Type, Description, Publish

Documents (DR0001)

Display Fields: Name (Main Field), Title
Search Fields: Name (Main Field), Title
Filterable Fields: Name, Title
Order By: Title, Name
List Template Type: DocumentLibrary
List Template Required Fields: Name (Main Field), Title

Documents Publish (DR0002)

Display Fields: Name (Main Field), Title
Search Fields: Name (Main Field), Title, Publish
Filterable Fields: Name, Title, Publish
Order By: Title, Name
List Template Type: DocumentLibrary
List Template Required Fields: Name (Main Field), Title, Publish

CW Documents (DR0003)

Display Fields: Name (Main Field), Description, Date Released (DATE), Author
Search Fields: Name (Main Field), Description, Date Released (DATE), Author, Remarks, Document Category, Expiration Date (DATE)
Filterable Fields: Name, Description, Date Released (DATE), Author, Remarks, Document Category, Expiration Date (DATE)
Order By: Name
List Template Type: DocumentLibrary
List Template Required Fields: Name (Main Field), Description, Date Released (DATE), Author, Remarks, Document Category, Expiration Date (DATE)

CW Documents Publish (DR0004)

Display Fields: Name (Main Field), Description, Date Released (DATE), Author
Search Fields: Name (Main Field), Description, Date Released (DATE), Author, Remarks, Document Category, Expiration Date (DATE), Publish
Filterable Fields: Name, Description, Date Released (DATE), Author, Remarks, Document Category, Expiration Date (DATE), Publish
Order By: Name
List Template Type: DocumentLibrary
List Template Required Fields: Name (Main Field), Description, Date Released (DATE), Author, Remarks, Document Category, Expiration Date (DATE), Publish

Documents SPS (DR0005)

Display Fields: Name (Main Field), Description
Search Fields: Name (Main Field), Title, Description
Filterable Fields: Name, Title, Description
Order By: Name
List Template Type: DocumentLibrary
List Template Required Fields: Name (Main Field), Title, Description

Documents SPS Publish (DR0006)

Display Fields: Name (Main Field), Description
Search Fields: Name (Main Field), Title, Description, Publish
Filterable Fields: Name, Title, Description, Publish
Order By: Name
List Template Type: DocumentLibrary
List Template Required Fields: Name (Main Field), Title, Description, Publish

Events (ER0001)

Display Fields: Title (Main Field), Begin (DATE), End (DATE)
Search Fields: Title (Main Field), Begin (DATE), End (DATE), Location, Description
Filterable Fields: Title, Begin (DATE), End (DATE), Location, Description
Order By: Begin (DATE), End (DATE), Title
List Template Type: Events
List Template Required Fields: Title (Main Field), Begin (DATE), End (DATE), Location, Description

Events Publish (ER0002)

Display Fields: Title (Main Field), Begin (DATE), End (DATE)
Search Fields: Title (Main Field), Begin (DATE), End (DATE), Location, Description, Publish
Filterable Fields: Title, Begin (DATE), End (DATE), Location, Description, Publish
Order By: Begin (DATE), End (DATE), Title
List Template Type: Events
List Template Required Fields: Title (Main Field), Begin (DATE), End (DATE), Location, Description, Publish

STS V1.0 Events (ER0005)

Display Fields: Title (Main Field), Event Date (DATE), End Date (DATE)
Search Fields: Title (Main Field), Event Date (DATE), End Date (DATE), Location, Description
Filterable Fields: Title, Event Date (DATE), End Date (DATE), Location, Description
Order By: Event Date (DATE), End Date (DATE), Title
List Template Type: Events
List Template Required Fields: Title (Main Field), Event Date (DATE), End Date (DATE), Location, Description

STS V1.0 Events Publish (ER0006)

Links (LR0001)

Display Fields: URL (Main Field), Notes
Search Fields: URL (Main Field), Notes
Filterable Fields: URL, Notes
Order By: URL
List Template Type: Links
List Template Required Fields: URL (Main Field), Notes

Links Publish (LR0002)

Display Fields: URL (Main Field), Notes
Search Fields: URL (Main Field), Notes, Publish
Filterable Fields: URL, Notes, Publish
Order By: URL
List Template Type: Links
List Template Required Fields: URL (Main Field), Notes, Publish

Tasks (TR0001)

Display Fields: Title (Main Field), Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE)
Search Fields: Title (Main Field), Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description
Filterable Fields: Title, Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description
Order By: Title, Status
List Template Type: Tasks
List Template Required Fields: Title (Main Field), Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description

Tasks Publish (TR0002)

Display Fields: Title (Main Field), Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE)
Search Fields: Title (Main Field), Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description, Publish
Filterable Fields: Title, Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description, Publish
Order By: Title, Status
List Template Type: Tasks
List Template Required Fields: Title (Main Field), Assigned To, Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description, Publish

Project Status (TR0003)

Display Fields: Title (Main Field), Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE)
Search Fields: Title (Main Field), Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description
Filterable Fields: Title, Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description
Order By: Title, Project Status
List Template Type: Tasks
List Template Required Fields: Title, Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description

Project Status Publish (TR0004)

Display Fields: Title (Main Field), Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE)
Search Fields: Title (Main Field), Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description, Publish
Filterable Fields: Title, Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description, Publish
Order By: Title, Project Status
List Template Type: Tasks
List Template Required Fields: Title, Manager, Project Status, Priority, Start Date (DATE), % Complete, Due Date (DATE), Description, Publish

Troubleshooting XE "Troubleshooting:Chart Roll-Up " XE "FAQs:Chart Roll-Up " XE "Errors:Chart Roll-Up "

I do not see the same sites that someone else does.

This is because you do not have the same rights as someone else. Only those sites which you have access to will be presented to you.

I receive the error "The format of the URL you specified is incorrect."

This indicates that the URL you specified within the "Status Properties" of the Web Part is incorrectly identified. Please go into the Status Properties of the Web Part and correctly identify the site you are trying to access. The format of the URL must be http://Site-URL or http://Site-URL/Sub-Site-Name.

I receive the error "The URL you specified was incorrect and the site cannot be found."

I receive the error "No Lists Found"

This indicates that no lists have been found for the site and levels chosen. Please make sure that you have access to the sites that you would like to return contacts from and that you have entered a numerical value into the "Levels Returned" text box.

I receive the error "The List Being Returned XML is incorrectly formatted."

This indicates that manual administration of the Shared Web Part Property "Lists Being Return" was attempted. Please remove and add the web part to the page and select the lists to be returned again.

I receive the error "No Items Found..."

This indicates that the search criteria, filter criteria is incorrect, the user doesn't have access to the list(s) with information, the list or site doesn't exist anymore, or there is no data within any of the lists that have selected to be returned for the web part. To see if the search text entered is incorrect select text from one of the lists search fields and enter it within the search box to see if anything is returned. To see if the filter criteria is incorrect choose a different filter field and search text to return different information. Please make sure that your filter string is written as "Field=SearchText". (Example: Postal Code=11111) If still nothing is coming back check to make sure that the lists being returned have items within them, that the list and site returned still exist, and the user has access to them.

I don't see a list that I know exists within the site.

This can occur for several reasons;
1) The List must have all of the List Template Required Fields within one of the List Templates Supported
2) The List must have been created utilizing the proper List Template.

How must the list be setup in order to be returned by the web part?

If you create the a List via the Default List Template of SharePoint, say Contacts, or a CorasWorks Generated List like Updated Contacts, then it will be returned within the Web Part for selection.

Does the list returned have to be named the same as the Web Part? (I.e. Document Roll-Up Advanced - Documents)

No it does not. You must make sure that the List in question was created with the proper List template and that the fields required are within it. Outside of that you can name the list anything that you want.

Build Updates XE "Build Updates:Chart Roll-Up" XE "Updates:Chart Roll-Up" XE "Releases:Chart Roll-Up"

The following updates have been made to CorasWorks Chart Display Advanced Roll-Ups since they were initially introduced.

Summer 2006

Resolved the following issues:

· Searching and use of a data connection with parentheses (e.g., (1) High,
(2) Normal, etc.) are now both allowed

· Items that have URL-type columns with a URL and a plus sign (+) are now correctly displayed and linked

· When configured with Wait for Search, roll-up will return data when the user clicks Next to bring back the next set of data, or when the user clicks on a column to change the sort

Winter 2006

· Added Pie Radius to Display Tab for pie charts

Summer 2005

· Added administration interface

· Added builders: Filter, chart data, chart property, localization, site URL

· Ability to use calculated fields in filters

· Added several date functions for filtering (CAML only)