Create Pie Charts from Text Fields on SharePoint Lists

I have several SharePoint lists which contain details about different device types to be deployed. There's a column in each list named "Deployed" which is Choice type (Yes/No/Blank).

Now I want to create pie charts for each device type which will have 3 slices for deployed (Yes/No/Blank), using existing SharePoint lists. I just figured out that the column should have numerical values to be identified as something that chart can show, but mine is Yes/No/Blank.

  1. Is there any way to have Chart Web Part to read text values of a column and separate them in groups and show the count in pie?

I was thinking of creating another SharePoint list and having it calculate its values for deployed/Not Deployed/Blank from the other lists, so Yes will add one to Deployed and No will ad one to Not Deployed and so on, but I wasn't able to find out how to link it to another list and how to populate total count of Yes and No's.

  2.  If the answer to 1 is No, how to have a list to count Yes and No and Blanks from another list on the SharePoint site?

September 1st, 2015 10:00pm

Hi ,

You can use google charts for the pie chart thing and get the yes ,no or blank value through rest call or CSOM call and interpret yes as 1 and  no as 0 and then have counter to count the value.I think this should help.

Let me know if this helps or you need more clarification.

Thanks

Bhism

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September 2nd, 2015 2:02am

Hi Ray- another way you could handle this is to have a numeric column and use a workflow to set the appropriate field to 1. So, if deployed=yes, set the field to 1.
September 2nd, 2015 6:27pm

I think the easiest way to do this is by using third party web parts, then it's just a matter if personal choice through with one of the scenarios you will decide to get it done. Like for the second one if you have a list that has the count of Yes/No/Blank, there will be no problem. For the first scenario you can use chart web part to create your pie chart from multiple SharePoint list. You can refer to this link: http://support.nevron.com/KB/a236/chart-from-multiple-sharepoint-lists.aspx
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September 3rd, 2015 11:34am

Thanks for your reply Bhism. I was thinking of using only SharePoint so updating the charts would be automated as the deployment team updates the lists.
September 6th, 2015 2:54am

Thanks Cameron. Deployment is done more than half and team was using Yes/No/Issues for a while and now changing the options to 1, 2,... would be hard as everyone will resist that change.

I was hoping the SharePoint would have some king of Excel formula or auto calculation based on other existing entries in other lists, or count yes, no, issues and create the chart based on it.

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September 6th, 2015 2:59am

for second option, is there any post or topic about what exactly I'm trying to do? a SharePoint list which will automatically count Yes, No, and Issues and give a total of each from multiple lists?

btw, I'm still unable to insert images even after verifying my email! any comment on that too?

September 6th, 2015 3:16am

There are only three ways you could do this: with a custom workflow, a calculated column or by using InfoPath. What you have to do is set a numeric column's value based on your yes/no/blank column. Unfortunately, if you don't know how to use one of these three methods, the explanation would be long and difficult. I'd suggest you pick one and research it.
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September 8th, 2015 8:32am

Here are a couple options nobody else has mentioned yet:

  1. The Double Lookup Count Related Trick: Create a list called Deployment Statuses and give it two items: Yes and No. In your original list, instead of a choice or yes/no column for "Deployed", create a lookup column called "Deployed" that connects to your Deployment Statuses list.

    Back in your Deployment Statuses list, you can now create a new lookup column that connects to your original list, but instead of showing a specific column value, choose the "Deployed (Count Related)" option.

    Your Deployment Statuses list will now have a number next to each item, representing the number of times that item is being referenced in the original list. You can now hook up a chart web part to the Deployment Statuses list to display an accurate pie chart showing you Deployed vs. Undeployed.
  2. Status Indicators: If you have SharePoint Server 2010, simply create a status list using the Status List template and add SharePoint List Based Indicators to your status list. Each status indicator in the status list is a new item with a derived value, so that you could have an item representing the number or percentage of "Deployed" items in another list, and a second item representing the number of undeployed items.

    You can connect a built-in chart web part to the status indicator list to display a pie chart based on these numbers, but there's one catch: in order for the chart web part to be able to see the values captured in the status indicators, the indicators' "Update Rules" must be set to manual instead of automatic. You'll then have to click the little refresh icon on a status indicator list or web part in order to get the chart to show up-to-date information.
September 8th, 2015 6:29pm

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