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Charts and Graphs in SharePoint using Excel Data

Posted on 2012-08-29
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Last Modified: 2012-09-13
I have an interesting situation that I am looking for help or guidance on. We have a SharePoint site, and we need to display some charts and graphs using data that comes from an Excel SpreadSheet. Currently, we are using an Excel Spreadsheet that uses macros to pull data from other Excel Spreadsheets and display it as charts and fuel gagues. Is there a way to do this as a CodeFree solution in SharePoint? We don't have Custom WebPart permission, so I can't just code in C#. I know a little bit of JavaScript.
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Question by:Rahsaan-Pringle
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Expert Comment

by:Rainer Jeschor
ID: 38346554
Hi,
that depends on your SharePoint version and edition. SharePoint server offers Excel Services which is exactly what you want to achieve.

HTH
Rainer
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LVL 44

Expert Comment

by:Rainer Jeschor
ID: 38346562
Sorry, to correct:
I think Fuel Gauges are not supported but any chart you can create within Excel (without custom controls) should be able to be displayed through Excel Services.

Which SharePoint Version and esp. which edition do you have?

KR
Rainer
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Author Comment

by:Rahsaan-Pringle
ID: 38350209
We use both SharePoint 2010 and 2007. I don't knof if Excel Services is what we want. I tried enabling Excel Services, and it allows me to view the workbook as a web page. That's great, but I want to show a chart, graph, or fuel gauge based on data in Excel, not the spreadsheet itself. Ultimately, I want the graph to show as a Web Part, with the ability to point to different sheets in the spreadsheet. Has anyone ever seen any good XSLT charting examples? I could move the data from .xls files into .xml files and use an XML viewer to apply a transformation. I have been looking around online for two days, and I can't find any good (straightforward) examples that can do what I need.
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Author Comment

by:Rahsaan-Pringle
ID: 38350640
As if by magic, as soon as I posted, I found this site, which gives the best example I have seen so far. I will be going with it, but it lacks the one thing that I know the customer will want, which is a "Fuel Gauge" type chart. If anyone comes up with one that fits my needs,  please let me know.
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Accepted Solution

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Rainer Jeschor earned 2000 total points
ID: 38351543
Hi,
as soon as you can use Excel Services then you have just to:
- Name the chart in Excel
- Click in Excel to "Publish to Excel Services" and mark the chart as available
- Upload the file to a document / report library in SharePoint
- Configure this library in Central Administration -> Excel Services (or in SharePoint 2007 in the SSP) as trusted
- Add a Excel Web Access web part to the page
- Configure to use the uploaded document, the named chart and voila - Excel Chart as web part (including the possibility to filter...)

Quick overview:
http://msdn.microsoft.com/en-us/library/ms546696.aspx

For the fuel gauge:
With SharePoint 2010 you also have Performance Point Services. This offers a fuel gauge like visualization. And PPS can use Excel Services as Data Source ;-)
A very good general overview of PPS
http://sqlserverbrains.blogspot.de/2012/08/performancepoint-services-pps.html

As alternative you can also use SQL Server 2008R2 or 2012 reporting services, they offer also Gauges.

HTH
Rainer
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