Primary Content

The Primary Content page is default category. You need to configure one or more elements in this page to get started using this web part.

Primary Content contains the following:

 

Table 1. Primary Content

Element	Description
Title	Allows you to add a title for the web part.
Viewed Lists	See Viewed Lists for more information
Chart Type	Allows you to select the type of chart used to display the data. For examples of each chart type, see Sample Charts. When you select one of the Multi Series, Scroll or Stacked chart type, you must define multiple data series in the Configuration property. Otherwise you will get a blank chart. When you select an organization chart, ensure that the data source is one of the following: SharePoint list, SharePoint Profile, a CSV file or an XML file.
Configuration	See Configuration for more information.
Drill Chart Configuration	See Drill Chart Configuration for more information.
Organization Chart Configuration	See Organization Chart Configuration for more information.

Viewed Lists

This property defines the lists whose data is aggregated in the Chart View.

NOTE: If an organization chart is selected then ensure that the required CSV or XML file is present in the document library. If the data source for your organization chart is a SharePoint list then you can either use a custom list or use the provided organization chart template. NOTE: It is not possible to aggregate data if you are creating an organization chart.

The following are the elements for the Viewed Lists attribute.

 

Table 2. Viewed Lists

Element	Description
Advanced Mode	Turn on if you want to edit Viewed Lists in XML format: <Lists>     <List SiteUrl="siteUrl" ListName="listName" [optional attributes] /> </Lists>
Site URL	Allows you to set the URL to the site that contains the list to be searched. The URL can be absolute (http://...) or relative to the current page URL. This attribute is mandatory. When using a relative URL, you can use a single dot (.) to denote the current path, a double dot (..) to denote the previous path, and a slash (/) to denote the root path.
List Name	Allows you to set the name of the SharePoint list. The list name is case sensitive. If the list name contains spaces, include the spaces here as well. To denote the current list, you can use a single dot (.) as the list name.
List Type	Indicates the type of the list selected. This is a read-only field and displays for all available list templates.
Include Subsites	Allows you to search all subsites for a list whose name specified in the ListName, and aggregate the information from those list. NOTE: If you have many subsites, the information may take a long time to aggregate. Use this attribute if you have only a small amount of subsites. You must test this feature in your environment to see whether or not the response comes back in a reasonable amount of time and the request does not time out.
Include This Site	Used in conjunction of the IncludeSubsites attribute. If you set this property to true, the list in the current site is aggregated by the Chart View. The current site is the site whose URL is specified in the SiteUrl attribute.
Is Rollup List	Indicates whether or not the list specified by the SiteUrl and ListName attributes contains the Site URLs of the lists to be aggregated instead of the data to be aggregated. If you set this to true, the list specified by the SiteUrl and ListName must have a field that contains the URL information. By default, the name of that field is Site URL. If you use different field name, specify the name using the SiteUrlFieldName attribute below.
Rolled Up List Name	Used in conjunction with the IsRollupList property, indicates the name of the lists to be rolled up if you set the IsRollupList to true. If you want to aggregate more than one list from each site specified in the rollup list, you can define more than one List elements with the same rollup list, but different RolledUpListName.
Site URL Field Name	Used in conjunction with the IsRollupList property, indicates the field that contains the Site URLs of the lists to be aggregated. This attribute is optional if the field name is Site URL. NOTE: The Site URL field must be a single line of text field.
Active Field Name	Used in conjunction with the IsRollupList property. The rollup list may contain a Yes/No field to indicate whether or not a particular site should be included in the rollup. This property is optional if the name of this field is Active. NOTE: The Active field must be a Yes/No field.

Configuration

This property defines how the data should be grouped in the X Axis and the data series for the chart.

The Configuration element should contain only one X-Axis and one Series element. Each Series element may contain one or more Items element.

The Configuration section contains the following:

;

 

Table 3. Configuration

Element	Description
Advanced Mode	Turn on if you want to edit Configuration in XML format: <Configuration LookupThresholdControlSetting=”On”>     <XAxis FieldName="FieldName" [optional attributes]/>     <Series>         <Items FieldName="FieldName" AggregateFunction="Count|Avg|Sum|Min|Max|StdDev|Var" [optional attributes]/>         <Items FieldName="FieldName" AggregateFunction="Count|Avg|Sum|Min|Max|StdDev|Var" [optional attributes]/>     </Series> </Configuration>
Query All Fields	Controls how Web Parts behave in relation to the Chart View Lookup Threshold in SharePoint Resource Throttling. The options are: • Default — uses the level set in the Configuration Editor. If you have selected Query All Fields check box in the Configuration Editor, the Web Part will query only those fields that are not included in the Chart View Lookup Threshold. If the Query All Fields check box is cleared, the Web Part will query all fields. • On — If the Web Part level is On, the Web Part queries all fields in lists, except Lookup fields. • Off — If the Web Part level is Off, the Web Part queries all fields in lists, including Lookup fields. • Explicit — If the Web Part level is Explicit, the Web Part queries only those fields selected in the Display Fields. This option renders the best performance for your Web Part.
Field Name	Specifies the name of the field that corresponds to the x axis data. This attribute is mandatory. The field name is case sensitive.
Case Sensitive Calculations	Allows you to perform case-sensitive calculations (sum, count, avg) on lists. The calculations are performed as case insensitive if this property is not selected.
Display Only Those X-Axis Values That Contain Data	Select this check box if you want to display only X-axis values that contain data. If this check box is not selected, all X-axis values are displayed on the chart. NOTE: This is applicable only if you have selected Choice (menu to choose from) as the Column type for your Field Name property.
Sort By	Allows you to select how you want to group the data on the chart, either by field name or data series number. The value of this property does not have to be the same as the value in the Field Name attribute.
Sort Order	Specifies how the values in the column specified by the Sort By should be ordered, either ascending or descending.

If you want to add a data series, configure the following:

 

Table 4. Data Series

Element	Description
Field Name (for Data Series)	Specifies the field whose values are aggregated and plotted against the values in the X- Axis. NOTE: Only Number or Currency field can be used in the FieldName. The field name is case-sensitive.
Aggregate Function	Specifies the aggregation function to be performed on the field specified in the FieldName attribute. The following aggregation functions are supported: Count, Avg, Sum, StdDev, Var, Min, or Max.
Series Name	Allows the series name to be displayed in the legend as the title in case of multiple data series.
Chart Series Type	Defines the chart type for this series when you use one of the combination chart in the Chart Type property. The choices are: COLUMN, AREA or LINE. This attribute is ignored for any non-combination chart type.
Filter Expression	Defines the filter that is applied for the data in this series. The filter is defined using the Complex Filter. For more information, see Complex Filters
Filter Field Name	Determines the field name whose data is used to generate a dynamic data series. The chart view will analyze the data in this field and generate the filter expression for each data series automatically, one per unique value in the field. This attribute is useful if the data that you should use as the filter expression for the data series is dynamic.
Drill Down Chart URL	Determines the URL of the page that contains the drill down chart for this data series.
Show Values	Allows you to determine whether to show the values for this dataset. NOTE: This attributes is only applicable for a multi-series chart.
Include in Legend	Allows you to determine whether to include the series name of this dataset in the legend. NOTE: This attribute is only applicable for a multi series chart.
Parent Y Axis	Allows you to set the parent axis of the dataset - P (primary) or S (secondary). Primary datasets are drawn as on the left y-axis and secondary on the right y-axis. In 3D Column (or stacked Column) + Line Combination Charts, the columns draw against primary y-axis and the lines against secondary y-axis. In 2D dual Y combination charts, you can choose what dataset to render against which y-axis. NOTE: This attribute is only applicable for a chart with a dual y axis.
Hide	Allows you to sort a data series that will not be displayed on the chart. NOTE: This option is only valid for multi-series charts only.

Examples of Configuration Property

The following is an example of the Configuration property if you want to display data from your Sales list. Your Sales list contains the sales amount for every month in the year. There are 3 fields in the list: Year, Month, and Amount. For example, say you want to display the month in the X axis. You also wants to create the data series dynamically based on the year field.

If you are using Advanced Mode, here is the XML:

<Configuration>

    <Series>

     <Items FieldName="Amount" AggregateFunction="Sum" ChartSeriesType="COLUMN" FilterFieldName="Year" />

;

    </Series>

    <XAxis FieldName="Month" SortFieldName="Month" />

</Configuration>

The following shows the resulting chart

Figure 1. Example of Configuration Property chart

 

Drill Chart Configuration

The Drill Chart Configuration property allows you to create different types of drill down charts namely: In-place Chart and Link Chart.

NOTE: This property does not work with the following chart types: Scatter, ZoomLine, ZoomDY, and ZoomScatter.

In-place Chart

The Drill Chart Configuration property for an In-place Chart defines how the data should be grouped in the X Axis and the data series for the drill down chart you want to design. A drill down chart involves moving to another chart (child chart) when the original data plot (parent chart) is clicked. Each subsequent drill down chart level can be configured as a child of the previous level (parent) in a continuous parent-child relationship. You can define nth level of drill down charts using a single data source.

Link Chart

The Drill Chart Configuration property for a Link Chart defines the URL of the page that contains the data series (of the parent chart) for this drill down chart.

NOTE: A chart should already have been configured, before you configure any drill down chart type whether it is an In-place Chart or a Link Chart.

The Drill Down Chart Configuration section contains the following:

 

Table 5. Drill Down Chart Configuration

Element	Description
Drill Down Chart Type	Select the required option from the drop-down: • In-place Chart — Allows you to configure the settings of a drill down chart hierarchy that is based on parent-child relationship. This is the default option. • Link Chart — Allows you to determine the URL of the page that contains the data series for this drill down chart.

In-place Drill Down Chart Configuration

To create the next level of drill down chart (child), with respect to the parent chart, you need to define the configuration for the child chart using the Add Configuration element.

NOTE: The details of the parent chart displays as the top row in the grid view and cannot be modified.

The Add Configuration section contains the following properties:

 

Table 6. Add Configuration

Element	Description
Add Configuration	Allows you to add a new chart (child chart) into this data series.
Field Name	Specifies the name of the field that corresponds to the x axis data.
Filter Field	Allows you to define the field in the parent field that is used to filter this chart.
Sort By	Allows you to select how you want to group the data on the drill down chart, either by field name or data series number. The value of this property does not have to be the same as the value in the Field Name attribute.
Sort Order	Specifies how the values in the column specified by the Sort By should be ordered, either ascending or descending.

If you want to add a data series, configure the following:

 

Table 7. Data Series

Element	Description
Field Name (for Data Series)	Specifies the field whose values are aggregated and plotted against the values in the X- Axis.
Aggregate Function	Specifies the aggregation function to be performed on the field specified in the FieldName attribute. The following aggregation functions are supported: Count, Avg, Sum, StdDev, Var, Min, or Max.
Series Name	Allows the series name to be displayed in the legend as the title in case of multiple data series.
Chart Series Type	Defines the chart type for this series when you use one of the combination chart in the Chart Type property. The choices are: COLUMN, AREA or LINE. This attribute is ignored for any non-combination chart type.

The details of the child chart are now added to the grid view and display below the parent chart details row. Next, you need to define the relationship between the parent and child charts by doing the following:

 

Table 8. Define Parent Child Relationship

Element	Description
Parent Chart	Allows you to define the parent chart for this child chart.
Parent Series	Allows you to define the required data series from the parent chart that would be used for charting.

Repeat this configuration to define the number of drill down levels you want to have in your drill down chart.

Link Drill Down Chart Configuration

You can define a data series (of the parent chart) for the drill down chart by configuring the following properties:

 

Table 9. Data Series

Element	Description
Site URL	Automatically pre-populated based on parent chart configuration.
List Name	Automatically pre-populated based on parent chart configuration.
Parent Series	Automatically pre-populated based on parent chart configuration.
URL	Allows you to determine the URL of the page that contains the data series for this drill down chart. NOTE: The URL should contain the appropriate query string parameter configured using the HTTP Parameter option provided in the CAML Filter. For more information, see CAML Filters

For more information, see Configuring Drill Down Charts

Organization Chart Configuration

The Organization Chart Configuration property allows you to create an organization chart using different data sources. There are three tabs namely, the Display Field Configuration tab, the UI Configuration tab, and the Exclusion tab that provide specific properties for you to define an organization chart.

Begin by configuring properties in the Display Field Configuration tab (required). Optionally define additional properties in the other two tabs (either or both).

•	Display Field Configuration – Select the required data source and then map the fields that would display on the organization chart from the selected data source.

•	UI Configuration – Specify the required UI properties.

•	Exclusion – Define single or multiple exclusion properties for the chart.

NOTE: This property does not work with any other chart type.

Table 10. Organization Chart Configuration

Element	Description
Display Field Configuration Tab
Data Source	Allows you to select the data source for creating an organization chart. Available options include SharePoint list, SharePoint Profile, CSV, and XML. Select an option and then map required fields from that particular data source. For more information, see Configuring Organization Charts
File Name	Name of the CSV or an XML file that is used as a data source. This field is unavailable if data source is a SharePoint list or SharePoint Profile.
ID	Field that identifies employee records within an organization. This field is unavailable if the data source is SharePoint Profile.
Parent ID	Field that provides the parent ID for the corresponding records in the ID field. This field is unavailable if the data source is SharePoint Profile.
Name	Field that defines employee name.
Title	Field that defines employee title.
Manager	Field that defines employee manager.
Department	Field that defines organization departments.
Work Phone	Field that defines employee work phone.
Work Email	Field that defines employee email.
Gender	Field that defines employee gender.
Location	Field that defines employee work location.
Picture Url	Field that defines the url of the employee picture.
About Me	Field that defines employee description.
Profile Url	Field that defines the url of the employee SharePoint Profile.
Additional Information 1	Field for defining any other information.
Additional Information 2	Field for defining any other information.
Account Name (Domain\Username)	Allows you to define the SharePoint profile using the People Picker control that would work as the top most node of the organization chart. If this field is left blank, the details of the logged in user will be considered as the top most node for the chart. This field is unavailable if the data source is a SharePoint List, a CSV file, or an XML file.
UI Configuration Tab
Item Template	Allows you to select a template for styling the organization chart.
Selected Template UI	Displays UI sample for the selected template.
Group by Field	Allows you to select the field that would be used for grouping organization chart nodes, as per the defined selection (Title, Manager, Location, etc.). This is useful when you want to represent a group specific organizational hierarchy on the chart.
Exclusion Tab
Exclude User	Allows you to specify users from your directory service whose information would be excluded from the organization chart. Separate users with commas.
Exclude SharePoint Group	Allows you to specify SharePoint groups whose users would be excluded from the organization chart. Separate groups with commas.
Exclude Domain	Allows Separate you to specify your directory service domains whose users would be excluded from the organization chart. Select required domains.
Exclude Non AD Users	Allows you to specify users (not part of your directory service), whose information needs to be excluded from the organization chart. Separate user email IDs with commas. This field does not work if the data source is SharePoint Profile.
Exclude Non AD Group	Allows you to specify groups (not part of your directory service), whose user information needs to be excluded from the organization chart. Separate groups with commas. This field does not work if the data source is SharePoint Profile.
Exclude Non AD Domain	Allows you to specify domains (not part of your directory service), whose user information needs to be excluded from the organization chart. Select required domains. This field does not work if the data source is SharePoint Profile.