kaboodle k-charts for sharepoint online and microsoft teams data sources any sharepoint list or...

Download Kaboodle K-Charts for SharePoint Online and Microsoft Teams Data Sources Any SharePoint list or document

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  • Kaboodle K-Charts for SharePoint

    Online and Microsoft Teams

    Simple BI for Everyone

    Installation and User Guide

    Product Version: 1.2020.3.7 Document Version: 1.6 Author: Colin Gardner Release Date: 23 March 2020

  • 1

    Contents Introduction ...................................................................................................................................... 4

    What is K-Charts? .......................................................................................................................... 4

    So why use K-Charts ...................................................................................................................... 5

    Getting Started .............................................................................................................................. 6

    Key Features .................................................................................................................................. 6

    Aim ................................................................................................................................................. 13

    Downloading and Installing K-Charts ............................................................................................... 13

    Download the Solution Package ................................................................................................... 13

    Installing the Solution Package .................................................................................................... 13

    Update the Solution Package Properties ...................................................................................... 14

    Deploying K-Charts to Microsoft Teams ....................................................................................... 16

    Adding a K-Chart Web Part to a SharePoint Site Page ...................................................................... 16

    A Sample Data List ........................................................................................................................... 18

    Use Case Scenario........................................................................................................................ 18

    Risk Log Structure ........................................................................................................................ 19

    Web Part Configuration ................................................................................................................... 20

    Chart Data Source ........................................................................................................................ 21

    Chart Type ................................................................................................................................... 23

    Bar and Column Charts ............................................................................................................ 24

    Doughnut and Pie Charts ......................................................................................................... 26

    Polar Area Chart ...................................................................................................................... 27

    Radar Chart ............................................................................................................................. 28

    Line Chart ................................................................................................................................ 31

    Scatter Chart............................................................................................................................ 33

    Bubble Chart ............................................................................................................................ 34

    Understanding Chart Data ........................................................................................................... 36

    Metadata ................................................................................................................................. 36

    Data Axis Control Groups ......................................................................................................... 36

    Categorical and Numeric Data.................................................................................................. 37

    Data Aggregation ..................................................................................................................... 39

    Configuring Chart Data ................................................................................................................ 40

    Axis Configuration ....................................................................................................................... 40

    Radial Axis Settings .................................................................................................................. 41

  • 2

    X and Y Axis Settings ................................................................................................................ 45

    Filter Data/Filter and Sort Data .................................................................................................... 55

    Filter Items .............................................................................................................................. 55

    Sort Items ................................................................................................................................ 58

    Labels .......................................................................................................................................... 61

    Chart Item Label Settings ......................................................................................................... 62

    Configuration Settings ............................................................................................................. 62

    Legend ........................................................................................................................................ 63

    Tooltips ....................................................................................................................................... 64

    Tooltip Data ............................................................................................................................. 66

    Tooltip Formatting ................................................................................................................... 68

    Chart Item Color Formatting ........................................................................................................ 68

    Palette Mode ........................................................................................................................... 69

    Custom Mode .......................................................................................................................... 71

    Label Mode .............................................................................................................................. 72

    Column Mode .......................................................................................................................... 73

    Date Mode .............................................................................................................................. 76

    Heat Map................................................................................................................................. 78

    Chart Title and Format Options .................................................................................................... 82

    Web Part Title ............................................................................................................................. 83

    Additional Web Part Settings ....................................................................................................... 84

    Web Part Format Settings ........................................................................................................ 84

    Link Settings ............................................................................................................................ 86

    No Items Settings ..................................................................................................................... 87

    Item Form Settings .................................................................................................................. 88

    Animation Settings .................................................................................................................. 91

    Web Part Information...................................................................................................................... 92

    Help & Resources ........................................................................................................................ 92

    Web Part Version Details ............................................................................................................. 93

    License Details ............................................................................................................................. 93

    Adding K-Charts to Microsoft Teams................................................................................................ 94

    Product Trials ..............................................................................................................................

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