Configure Chart Reports

Report Location

Select the report location and select or specify the report:

• BrightWork Server Gallery
  This is where the supplied BrightWork Reporter reports are stored.

• BrightWork Reporter Library
  This is where the reports you have created yourself are stored.

• Custom Report Location
  This is where you specify another location in the Report URL field that appears when you select this option, for example, the BrightWork Reporter Library on another site collection.

Report Type

Select the Report Type:

Note:

The Gantt and Resource Usage report types will only appear if valid data exists to render the report, for example, if only one date column exists a Gantt or Resource report cannot be rendered.

• Chart Report

• Gantt Report

• List Item Report

• Resource Usage Report

Report Scope

Define the target site and specify whether or not to include the target site's subsites in the report

• Current Site
  Selecting this option means that only the current site will be included in the report.

• Specified Site
  This option is for specifying the SharePoint site to report off. Selecting this option enables the Specified Site field. The URL you supply must be server relative, for example: /sites/SiteName.

• Specified Site(s)
  This option is for specifying a list of SharePoint sites to report off. Selecting this option enables the Multiple Site Locations field for you to enter site URLs.

  Note:

  Use a ; to separate the sites. The URLs can be server relative (for example: /sites/SiteName) or fully qualified (for example: http://www.contoso.com/sites/SiteName). Fully qualified URLs must point to sites on the same server as the site the report is running in. You can also specify a single site here - the Specified Site option above is being maintained for legacy reasons.

• Report XML
  Selecting this option means the scope is defined in the report file - see Add or Edit a Query Source for more information.

• Note:

  This option is not available for BrightWork Server Gallery reports.

Report Scope Location

Enter the location of the specified web that you want to report off.

Note:

This is only necessary if Specified Site is selected from the Report Scope menu.

Title

Enter a title for the report.

Chrome Type

Select a chrome type for the report:

• Default
• Border Only
• None
• Title and Border
• Title Only

Site Filters

Select Enable to switch on the site filters defined in the Report Definition.

Note:

Site Filters are a way of excluding certain sites from being queried by BrightWork Reporter (for example, the default site filters ensure that BrightWork project sites that have a Status of (3) Completed and/or where Exclude from Reports is selected on the Project Statement are excluded from most reports). You should only disable site filters if you need to do so on a case by case basis. If you wish to remove a site filter from all instances of a report, you should do so via the Report Editor.

Cache Duration

Select Enable Caching to enable caching and enter the desired caching period in the seconds field.

Caching means that BrightWork Reporter will not load every time you visit a page. This is especially useful if there is a lot of data in the report, as it can take a good few seconds to render. The report is cached on the server on a per user basis, up to a maximum of 3600 seconds (i.e. 1 hour).

Note:

Click the Refresh button on the Reporter Tools ribbon to override the caching setting and display the most up-to-date content.

Web Name Caption

The captions (column titles) for all columns except the Web Name and List Name are specified in the report definition. If you would like to have a different title for Web Name in the displayed report, enter it here. This will not change the captions in the tool pane.

List Name Caption

The captions (column titles) for all columns except the Web Name and List Name are specified in the report definition. If you would like to have a different title for List Name in the displayed report, enter it here. This will not change the captions in the tool pane.

Open Items in New Window

Select how you want the links in reports to behave:

• Never
  Selecting Never means links will follow default SharePoint behavior and open list items in the same browser window as the report.

• Each Time
  Selecting Each Time means that list items will open in a new browser window every time.

• Once Only
  Selecting Once Only means that all list items will open in the same separate browser window.

Show Report Description

Select how you want to display the report description:

• None

• Collapsed

• Expanded

Note:

For information on editing report descriptions, please click here.

Show Report Errors

Select how you want to display error messages:

• None

• Collapsed

• Expanded

Note:

BrightWork Reporter error messages can be very useful for debugging purposes, if you are creating your own reports or adding lists to your sites.

Report Profiler

Select this if you would like to run a Report Profiler report.

Chart Provider

• BrightWork
  This uses BrightWork Reporter to render the data

• Microsoft Chart Control for .NET Framework
  This uses the Microsoft Chart Control for .NET Framework to render the data

• Note:

  If the Microsoft Chart Control for .NET Framework is not installed on the SharePoint server this option will not be available.

Chart Type

Select a chart type - the available chart types depend on the provider selected:

• BrightWork

• • Bar

• Microsoft Chart Control for .NET Framework:

• • Area

  • Bar

  • Column

  • Doughnut

  • Line

  • Pie

  • Spline

  • Stacked Area

  • 100% Stacked Area

  • Stacked Bar

  • 100% Stacked Bar

  • Stacked Column

  • 100% Stacked Column

  • Step Line

Select and define the columns that will be used to render the chart.

X-Axis

• Column
  Select the column to use as the X-Axis

• Sort Direction
  Select the direction in which you want the items returned to be sorted

• Enable categorization for this column
  Select whether you want all the list items returned to be grouped according to the values in the X-Axis column. Not selecting this checkbox means that list items returned will be individually displayed.

• Do not include data when the Y-column values(s) equal zero
  Select to exclude items with a Y-column value of zero

Y-Axis

• Display the number of items in this category
  Select to display the number of items in a categorized X-Axis column

• Note:

  This option is only available if categorization is enabled for the X-Axis column

• Column
  Select the number column(s) to display along the Y-Axis

  Note:

  For most chart types you can select up to 4 Y-Axis columns. The exception are for Pie and Doughnut.

• Formula
  Select the formula to be used on the selected Y-Axis column data.

  Note:

  This option is only available if categorization is enabled for the X-Axis column

   
  The available formulae include:

• Function	Description
  Average	Calculates the average value for a column.
  Count	Counts the number of items in a column.
  Maximum	Returns the highest value.
  Minimum	Returns the lowest value.
  Standard Deviation	Measures how widely values are dispersed from an average value (a mean).
  Sum	Adds the items in a column.
  Variance	Measures the statistical variance of all values in the column.

• Chart Theme
  By default, charts use the local SharePoint theme to designate a color scheme for the Y-Axis columns; however, you can over-ride this and select a custom theme for the chart.

  Chart Theme	Y-Axis Settings
  	Column 1	Column 2	Column 3	Column 4
  Bright 1
  Bright 2
  Blue Scale
  Excel
  Grey scale
  Primary
  Traffic Light

   

• Note:

  If the chart type is Pie or Doughnut, the values in the selected X-Axis column will be illustrated.

• Chart Width
  Specify a width for the chart

• Chart Height
  Specify a height for the chart

• Note:

  Chart height and width settings of below 100px will be ignored. This setting does not apply to charts using the BrightWork provider.

Chart Title

• Show Chart Title
  Select to enable the display of a chart title

• Title
  Enter a title for the chart

• Location
  Select the preferred location for the chart title

• Alignment
  Select the preferred alignment of the chart title

Chart Legend

• Show Chart Legend
  Select to display a legend that illustrates the selected Y-Axis columns

• Location
  Select the preferred location for the chart legend

• Alignment
  Select the preferred alignment of the chart legend

Chart Data Labels:

• Show data labels
  Select to include in chart data results

Custom X Field Styles

You can match values in certain column types to a specific color, for example BrightWork includes a number of Red, Yellow, Green columns such as the Health Indictor. With this feature you can ensure that the colors displayed in a chart match these values.

To specify Custom X-Field styles:

1. Select Use Custom Styles.

   Note:

   This feature is only available when: The selected column type is one of the following: Text; Choice; User; Lookup; and Boolean. Categorization is enabled for the X-Axis. Only one Y-Axis is specified.

2. Enter a value in the Values field and select a color.
3. Repeat step 2 for the remaining values you want to match a color to.

Note:

The following rules specific to each column type apply: Text values must be entered exactly as they are entered into list items. Choice values must be entered exactly as entered in the choice column. User values must use the user display name. Lookup values must be entered exactly as entered in the originating column. Boolean values must be entered as Yes or No.

To modify the BrightWork Reporter web part's standard SharePoint settings:

1. Click 6 on the BWR web part toolbar and select Modify Shared Web part to open the web part tool pane.

2. Select the appropriate options (see below) and click OK.
   
   The areas you can modify include:

• Appearance

  Property	Description
  Title	Specifies the title of the Web Part that appears in the Web Part title bar.
  Height	Specifies the height of the Web Part.
  Width	Specifies the width of the Web Part.
  Chrome State	Specifies whether the entire Web Part appears on the page when a user opens the Web Part Page. By default, the chrome state is set to Normal and the entire Web Part appears. Only the title bar appears when the state is set to Minimized.
  Chrome Type	Specifies whether the title bar and border of the Web Part frame are displayed.

• Layout

  Property	Description
  Hidden	Specifies whether the Web Part is visible when a user opens the Web Part Page. If the check box is selected, the Web Part is visible only when you are designing the page and has the suffix (Hidden) appended to the title. You can hide a Web Part if you want to use it to provide data to another Web Part through a Web Part connection, but you don't want to display the Web Part.
  Direction	Specifies the direction of the text in the Web Part content. For example, Arabic is a right-to-left language; English and most other European languages are left-to-right languages. This setting may not be available for all types of Web Parts.
  Zone	Specifies the zone on the Web Part Page where the Web Part is located. Note: Zones on the Web Part Page are not listed in the list box when you do not have permission to modify the zone.
  Zone Index	Specifies the position of the Web Part in a zone when the zone contains more than one Web Part. To specify the order, type a positive integer in the text box. If the Web Parts in the zone are ordered from top to bottom, a value of 1 means that the Web Part appears at the top of the zone. If the Web Parts in the zone are ordered from left to right, a value of 1 means that the Web Part appears on the left of the zone. For example, when you add a Web Part to an empty zone that is ordered from top to bottom, the Zone Index is 0. When you add a second Web Part to the bottom of the zone, its Zone Index is 1. To move the second Web Part to the top of the zone, type 0, and then type 1 for the first Web Part. Note: Each Web Part in the zone must have a unique Zone Index value. Therefore, changing the Zone Index value for the current Web Part can also change the Zone Index value for other Web Parts in the zone.

• Advanced

  Property	Description
  Allow Minimize	Specifies whether the Web Part can be minimized.
  Allow Close	Specifies whether the Web Part can be removed from the Web Part Page.
  Allow Hide	Specifies whether the Web Part can be hidden.
  Allow Zone Change	Specifies whether the Web Part can be moved to a different zone.
  Allow Connections	Specifies whether the Web Part can participate in connections with other Web Parts.
  Allow Editing in Personal View	Specifies whether the Web Part properties can be modified in a personal view.
  Export Mode	Specifies the level of data that is permitted to be exported for this Web Part. Depending on your configuration, this setting may not be available.
  Title URL	Specifies the URL of a file containing additional information about the Web Part. The file is displayed in a separate browser window when you click the Web Part title.
  Description	Specifies the Screen Tip that appears when you rest the mouse pointer on the Web Part title or Web Part icon. The value of this property is used when you search for Web Parts by using the Search command on the Find Web Parts menu of the tool pane in the following Web Part galleries: Site, Virtual Server, and Web Part Page.
  Help URL	Specifies the location of a file containing Help information about the Web Part. The Help information is displayed in a separate browser window when you click the Help command on the Web Part menu.
  Help Mode	Specifies how a browser will display Help content for a Web Part. Select one of the following: Modal Opens a separate browser window, if the browser has this capability. A user must close the window before returning to the Web page. Modeless Opens a separate browser window, if the browser has this capability. A user does not have to close the window before returning to the Web page. This is the default value. Navigate Opens the Web page in the current browser window. Note: Even though custom Microsoft ASP.NET Web Parts support this property, default Microsoft Windows SharePoint Services 3.0 Help topics open only in a separate browser window.
  Catalog Icon Image URL	Specifies the location of a file containing an image to be used as the Web Part icon in the Web Part List. The image size must be 16 by 16 pixels.
  Title Icon Image URL	Specifies the location of a file containing an image to be used in the Web Part title bar. The image size must be 16 by 16 pixels.
  Import Error Message	Specifies a message that appears if there is a problem importing the Web Part.