Crear gráficos de barras en SharePoint

17 respostas

Visión global:

(Actualización 12/04/07: Engadido outro recurso interesante a finais ligazón a outro blog que aborda esta vía a parte da web moi interesante)

This blog entry describes how to create a bar graph in SharePoint. This works in both WSS and MOSS environments as it only depends upon the data view web part.

The overall approach is as follows:

  1. Create a list or document library that contains the data you want to graph.
  2. Place the associated document library / custom list onto a page and convert it to a data view web part (DVWP).
  3. Modify the DVWP’s XSL to generate HTML that shows as a graph.

Escenario empresarial / Instalación:

Creei unha lista personalizada coa columna Título estándar e unha columna adicional, "Status". Este modelos (moi simplista) an "Authorization For Expense" escenario onde o título representa o proxecto e o Estado un valor da lista de:

  • Proposto
  • En Proceso
  • Parado

O obxectivo é producir un gráfico de barras horizontal interactivo que mostre estes códigos de estado.

Enchei a lista e parece isto:

imaxe

Crear elemento web de visualización de datos:

Cree o DVWP engadindo a lista personalizada a unha páxina (site page in my case) and follow the instructions aquí (http://paulgalvin.spaces.live.com/blog/cns!1CC1EDB3DAA9B8AA!395.entry).

In addition to simply creating the DVWP, we also need to set the paging property to show all available rows. Para min, this looks something like this:

imaxe

Neste punto, I always close SPD and the browser. I then re-open the page using the browser. This avoids accidentally mucking up the web part layout on the page.

Modify the XSLT:

It’s now time to modify the XSLT.

I always use visual studio for this. (Ver aquí for an important note about intellisense that will help you a lot).

I create an empty project add four new files (replacing the words "Original" and "New" as appropriate):

  • Original.xslt
  • New.xslt
  • Original Params.xml
  • New Params.xml

No meu caso, parece que esta:

imaxe

Modify the web part and copy the params and XSL to the "Original" version in Visual Studio.

The objective here is to cause the XSL to transform the results we get back from the DVWP query into HTML that renders as a graph.

Para este fin, it helps to first consider what the HTML should look like before we get confused by the insanity that is known as "XSL". (To be clear, the following is simply an example; don’t type it or copy/paste into visual studio. I provide a full blow starting point for that later in the write-up). The following sample graph is rendered as per the HTML immediately following:

Gráfica de barras de mostra

Corresponding HTML:

<html>
<corpo>
<centro>
<table width=80%>
<tr><td><centro>Horizontal Bar Graph</td></tr>
<tr>
<td align="center">
<table border="1" width=80%>
<tr>
<td width=10%>Open</td>
<td><table cellpadding="0" cellspacing="0" border=0 width=50%><tr bgcolor = vermello><td>&nbsp;</td></tr></mesa></td>
</tr>
<tr>
<td width=10%>Pechado</td>
<td><table cellpadding="0" cellspacing="0" border=0 width=25%><tr bgcolor = vermello><td>&nbsp;</td></tr></mesa></td>
</tr>
<tr>
<td width=10%>Parado</td>
<td><table cellpadding="0" cellspacing="0" border=0 width=25%><tr bgcolor = vermello><td>&nbsp;</td></tr></mesa></td>
</tr>
</mesa>
</td>
</tr>
</mesa>
</corpo>
</html>

I used a dead simple approach to creating my bars by setting the background color of a row to "red".

The take-away here is this: A finais, all we are doing is creating HTML with rows and columns.

Template XSLT:

I’ve copied the XSLT that generates a horizontal bar graph. It’s fairly well commented so I won’t add much here except for these notes:

  • I started with the default XSL that SharePoint Designer gave me when I first created the DVWP.
  • I was able to cut this down from SPD’s 657 lines to 166 lines.
  • I didn’t mess around with the parameters XML file (which is separate from the XSL and you’ll know what I mean when you go to modify the DVWP itself; there are two files you can modify). Con todo, in order to simplify it, I did remove nearly all of them from the XSL. This means that if you want to make use of those parameters, you just need to add their variable definitions back to the XSL. That will be easy since you will have the original XSL variable definitions in your visual studio project.
  • You ought to be able to copy and paste this directly into your visual studio project. Entón, remove my calls and insert your own calls to "ShowBar".
  • The drill down works by creating an <a href> así: http://server/List?FilterField1=fieldname&FilterValue1=actualFilterValue. This technique may be of value in other contexts. A principio, I thought I would need to conform to a more complex format: http://server/List/AllItems.aspx?View={guid}&FilterField1=blah&FilterValue1=blah, but in my environment that is not necessary. The List’s URL is passed to us by SharePoint so this is quite easy to generalize.

Here it is:

<XSL:stylesheet versión="1.0" exclude-result-prefixes="rs z o s ddwrt dt msxsl" 
 xmlns:msxsl="urn:schemas-microsoft-com:xslt" xmlns:XSL="http://www.w3.org/1999/XSL/Transform" 
 xmlns:SharePoint="Microsoft.SharePoint.WebControls" xmlns:__designer="http://schemas.microsoft.com/WebParts/v2/DataView/designer" 
 xmlns:áspide="http://schemas.microsoft.com/ASPNET/20" xmlns:ddwrt="http://schemas.microsoft.com/WebParts/v2/DataView/runtime" 
 xmlns:o="urn:schemas-microsoft-com:oficina" xmlns:s="uuid:BDC6E3F0-6DA3-11d1-A2A3-00AA00C14882" 
 xmlns:dt="uuid:C2F41010-65B3-11d1-A29F-00AA00C14882" xmlns:rs="urn:schemas-microsoft-com:rowset" xmlns:z="#RowsetSchema" 
 xmlns:ddwrt2="urn:frontpage:internal">
  <XSL:output método="html" indent="no" />
  <XSL:decimal-formato NaN="" />
  <XSL:paran nome="ListUrlDir"></XSL:paran> <!-- I need this to support a drill-down.  -->

  <XSL:modelo corresponden="/" xmlns:SharePoint="Microsoft.SharePoint.WebControls" 
 xmlns:__designer=http://schemas.microsoft.com/WebParts/v2/DataView/designer xmlns:áspide="http://schemas.microsoft.com/ASPNET/20">
    <XSL:variable nome="dvt_StyleName">Táboa</XSL:variable>
    <XSL:variable nome="Rows" seleccionar="/dsQueryResponse/Rows/Row" />
    <XSL:variable nome="dvt_RowCount" seleccionar="count($Rows)" />
    <XSL:variable nome="IsEmpty" seleccionar="$dvt_RowCount = 0" />
    <XSL:variable nome="dvt_IsEmpty" seleccionar="$dvt_RowCount = 0" />

    <XSL:escoller>
      <XSL:cando proba="$dvt_IsEmpty">
        There is no data to graph!<br/>
      </XSL:cando>
      <XSL:se non>

        <!--
          The interesting stuff begins here.

          We need to define a pair of variables for each row in the graph: total number
          of items and percent of total.
        -->
        <XSL:variable nome="totalProposed" seleccionar="count(/dsQueryResponse/Rows/Row[normalize-space(@Status) = 'Proposed'])" />
        <XSL:variable nome="percentProposed" seleccionar="$totalProposed div $dvt_RowCount" />

        <XSL:variable nome="totalInProcess" seleccionar="count(/dsQueryResponse/Rows/Row[normalize-space(@Status) = 'In Process'])" />
        <XSL:variable nome="percentInProcess" seleccionar="$totalInProcess div $dvt_RowCount" />

        <XSL:variable nome="totalStalled" seleccionar="count(/dsQueryResponse/Rows/Row[normalize-space(@Status) = 'Stalled'])" />
        <XSL:variable nome="percentStalled" seleccionar="$totalStalled div $dvt_RowCount" />

        <!--
          We define our HTML table here.  I'm borrowing from some standard
          SharePoint styles here to make it consistent.  I think it will honor
          changes to the global css file as well as theme overrides.
        -->
        <mesa ancho="100%" cellspacing="0" cellpadding="2"
estilo="border-right: 1 solid #C0C0C0; border-bottom: 1 solid #C0C0C0; border-left-style: solid; border-left-width: 1; border-top-style: solid; border-top-width: 1;">

           <tr>
            <td aliñar="centro">
              <mesa fronteira="1" ancho="100%">

                <!--
                  For each status that we want to graph, we call the "ShowBar" modelo.
                  We pass it:
                  1. A label for the row.  This is transformed into a hyperlink.
                  2. The percent (variable from above).
                  3. The actual field name of the code from the underlying list.  This
                     does not need to match the display label.
                  4. Field value matched for #3.
                  5. Total items of this status code (not the grand total of all
                     status codes).

                  It emits a <tr></tr> and the horizontal bar graph line.

                  We call this template for each status code we want to view.
                -->
                <XSL:call-template nome="ShowBar">
                  <XSL:con-paran nome="BarDisplayLabel" seleccionar="'Proposed'"/>
                  <XSL:con-paran nome="BarPercent" seleccionar="$percentProposed"/>
                  <XSL:con-paran nome="QueryFilterFieldName" seleccionar="'Status'"/>
                  <XSL:con-paran nome="QueryFilterFieldValue" seleccionar="'Proposed'"/>
                  <XSL:con-paran nome="TotalItems" seleccionar="$totalProposed"></XSL:con-paran>
                </XSL:call-template>

                <XSL:call-template nome="ShowBar">
                  <XSL:con-paran nome="BarDisplayLabel" seleccionar="'Stalled'"/>
                  <XSL:con-paran nome="BarPercent" seleccionar="$percentStalled"/>
                  <XSL:con-paran nome="QueryFilterFieldName" seleccionar="'Status'"/>
                  <XSL:con-paran nome="QueryFilterFieldValue" seleccionar="'Stalled'"/>
                  <XSL:con-paran nome="TotalItems" seleccionar="$totalStalled"></XSL:con-paran>
                </XSL:call-template>

                <XSL:call-template nome="ShowBar">
                  <XSL:con-paran nome="BarDisplayLabel" seleccionar="'In Process'"/>
                  <XSL:con-paran nome="BarPercent" seleccionar="$percentInProcess"/>
                  <XSL:con-paran nome="QueryFilterFieldName" seleccionar="'Status'"/>
                  <XSL:con-paran nome="QueryFilterFieldValue" seleccionar="'In Process'"/>
                  <XSL:con-paran nome="TotalItems" seleccionar="$totalInProcess"></XSL:con-paran>
                </XSL:call-template>

              </mesa>
            </td>
          </tr>
        </mesa>
      </XSL:se non>
    </XSL:escoller>
  </XSL:modelo>

  <!--
    This template does the work of displaying individual lines in the bar graph.

    You'll probably do most of your tweaking here.
  -->
  <XSL:modelo nome="ShowBar">
    <XSL:paran nome="BarDisplayLabel" /> <!-- label to show -->
    <XSL:paran nome="BarPercent"/> <!-- Percent of total. -->
    <XSL:paran nome="QueryFilterFieldName"/> <!-- Used to jump to the query & filter -->
    <XSL:paran nome="QueryFilterFieldValue"/> <!-- Used to jump to the query & filter -->
    <XSL:paran nome="TotalItems" /> <!-- total count of this barlabel -->

    <tr>

      <!-- The bar label itself. -->
      <td clase="ms-formbody" ancho="30%">

        <!--
          This next set of statements builds a query string that allows
          us to drill down to a filtered view of the underlying data.
          We make use of a few things here:
          1. We can pass FilterField1 and FilterValue1 to a list to filter on a column.
          2. SharePoint is passing a key parameter to us, ListUrlDir that points to
             the underlying list against which this DVWP is "running".

          Isn't XSL fun?
        -->
        <XSL:texto disable-output-escapar="si">
        <![CDATA[<a href ="]]></XSL:texto>
        <XSL:valor de seleccionar="$ListUrlDir"/>
        <XSL:texto disable-output-escapar="si"><![CDATA[?FilterField1=]]></XSL:texto>
        <XSL:valor de seleccionar="$QueryFilterFieldName"/>
        <XSL:texto disable-output-escapar="si"><![CDATA[&FilterValue1=]]></XSL:texto>
        <XSL:valor de seleccionar="$QueryFilterFieldValue"/>
        <XSL:texto disable-output-escapar="si"><![CDATA[">]]></XSL:texto>
        <XSL:valor de seleccionar="$BarDisplayLabel"/>
        <XSL:texto disable-output-escapar="si"><![CDATA[</un>]]></XSL:texto>

        <!-- The next bit shows some numbers in the format: "(total / % of total)" -->
        (<XSL:valor de seleccionar="$TotalItems"/> /

        <!-- This creates a nice percent label for us.  Grazas, Microsoft! -->
        <XSL:call-template nome="percentformat">
          <XSL:con-paran nome="percent" seleccionar="$BarPercent"/>
        </XSL:call-template>)

      </td>

      <!-- Finalmente, emit a <td> tag for the bar itself.-->
      <td>
        <mesa cellpadding="0" cellspacing="0" fronteira="0"
ancho="{round($BarPercent*100)+1}%">
          <tr bgcolor="red">
            <XSL:texto disable-output-escapar="si"><![CDATA[&nbsp;]]></XSL:texto>
          </tr>
        </mesa>
      </td>
    </tr>

  </XSL:modelo>

  <!-- This is taken directly from some XSL I found in an MS template. -->
  <XSL:modelo nome="percentformat">
    <XSL:paran nome="percent"/>
    <XSL:escoller>
      <XSL:cando proba="formato de número($percent, '#,##0%;-#,##0%')= 'NaN'">0%</XSL:cando>
      <XSL:se non>
        <XSL:valor de seleccionar="formato de número($percent, '#,##0%;-#,##0%')" />
      </XSL:se non>
    </XSL:escoller>
  </XSL:modelo>

</XSL:stylesheet>

The Results:

The XSL from above generates this graph:

imaxe

Drill down to the underlying data by clicking on the status code:

imaxe

Concluding Thoughts:

Can This Be Generalized?

I love this graphing concept, but I hate the fact that I have to go in and do so much hand-coding. I’ve given a little thought to whether it can be generalized and I’m optimistic, but I’m also a little fearful that there may be a brick wall somewhere along the path that won’t offer any work-around. If anyone has some good ideas on this, please make a note in the comments or enviar correo-e me.

Vertical Graphs:

This is a horizontal bar graph. It’s certainly possible to create a vertical graph. We just need to change the HTML. I would start the same way: Create an HTML representation of a vertical bar graph and then figure out how to get that via XSL. If anyone is interested in that, I could be persuaded to try it out and work out the kinks. If someone has already done that, por favor, avísame e poñerei un enlace ao teu blog 🙂

Creo que o reto dun gráfico vertical é que as etiquetas do gráfico son máis difíciles de xestionar, pero certamente non imposible.

Nome do campo Gotcha's:

Hai polo menos dúas cousas que debes buscar cos nomes dos teus campos.

Primeiro, un nome de campo cun espazo debe ser escapado no XSL. This will probably be an issue here:

        <XSL:variable nome="totalProposed" 
 seleccionar="count(/dsQueryResponse/Rows/Row[normalize-space(@Status) = 'Proposed'])" />

If your "Status" column is actually named "Status Code" then you need to reference it as "Status_x0020_Code":

   <XSL:variable nome="totalProposed" 
 seleccionar="count(/dsQueryResponse/Rows/Row[normalize-space(@Status_x0020_Code) = 'Proposed'])" />

Segundo, and I’m a little fuzzy on this, but you also need to be on the alert for field name changes. If you name your field "Status Code" and then later on, rename it to "AFE Status", the "internal name" does not change. The internal name will still be "Status Code" and must be referenced as "Status_x0020_Code". The "other resources" links may help diagnose and correct this kind of problem.

About that Color:

I picked "red" because it’s pleasing to me at the moment. It would not be a big deal to show different colors so as to provide more than just a visual description of a number, but to also provide a useful KPI. Por exemplo, if the percentage of "stalled" AFE’s is > 10% then show it red, otherwise show it in black. Usar <XSL:escoller> to accomplish this.

Other Resources:

Happy transforming!

</ Comezo>

Rexístrate para o meu blog!

17 pensamentos sobre "Crear gráficos de barras en SharePoint”

  1. Chris B

    Esta páxina case concluído o traballo que eu estaba a buscar.

    Eu teño un grupo que quere usar a lista do SharePoint Enquisa para crear unha enquisa semanal. A captura? Non quere ver código… Ou cambiar o sistema cada vez que enviar a enquisa (planeado para unha actualización semanal).

    Eu era capaz de conectar este á lista de Izado e crear o gráfico na primeira columna resposta. O que eu non podo prever, porén, son os valores e as etiquetas que precisan avanzar. Aínda por riba poden ter máis ou menos respostas dispoñibles cada semana.

    Vou buscar noutro lugar só no caso, pero ten alguén atopou un xeito de crear liñas e etiquetas con base fóra do número de opcións dispoñibles e configurar dinámica estes en vez de codificar os valores esperados?

    Responder ↓
  2. Greg Laushine

    Grazas Paul. Very helpful. Grazas ao seu traballo, Eu era capaz de engadir unha columna bar gráfico para un DVWP existente (e.g. para tarefas) moi facilmente con só algunhas liñas de código.
    No SharePoint Designer, Inserir unha exhibición de datos co título e % columnas completas de unha lista de tarefas. Engada o cursor nunha das células e prema co botón dereito. Eu selecciono inserir unha columna á dereita. En vista de código, Eu atopei o <td> e substituíu o <XSL:elemento de texto dentro da célula co seu código:
    <table cellpadding="0" cellspacing="0" border ="0"
    ancho = "{round(@ * 100 PercentComplete)+1}%">
    <estilo tr = "background-color:vermello ">
    <XSL:texto disable-output-Escaping = "yes"><![CDATA[&nbsp;]]></XSL:texto>
    </tr>
    </mesa>

    Nota eu mudei o código de cor liña de bgcolor = "red" a style = "background-color:red"
    Tamén, puido seleccionar unha das columnas da miña lista (@Porcentaxe completa) in place of "$BarPercent"
    Greg

    Responder ↓
  4. Wolfgang
    Galicia, grazas por isto! I created an exact copy of what you did and it works almost perfect. There was one tiny issue in row the 2nd paragraph of your code:
    <XSL:template match="/" xmlns:SharePoint="Microsoft.SharePoint.WebControls"
    xmlns:__designer=http://schemas.microsoft.com/WebParts/v2/DataView/designer xmlns:asp="http://schemas.microsoft.com/ASPNET/20"&gt;
    After I corrected that it works like charm! I will now adapt this to my own list and status but I am sure it won’t be to hard. (I will post the result)
    Grazas unha vez
    ~Wolle
    Responder ↓
  5. Ningún nome
    question –
    What if in my graph, i wanted a variable to not just count one status but count multiple ones?
    Así, for example what if I had —
    <XSL:variable name="RequestsInitialized"
    select="count(/dsQueryResponse/Rows/Row[normalize-space(@Status)=’WIP’])" />
    –The thing is, I want it to count instances of ‘WIP’, but i also want this variable to count something else like ‘Pending Review’.. how would i do this?
    Grazas!
    Responder ↓
  6. Murty Srirangam
    Ola Paulo,
    Iam really this is really a great effort by you. Can you please explain where would i post this code. I have created a prjoect with four new files. Then can you explain in more detail what should i do.
    Grazas
    Murty
    Responder ↓
  8. Andrew Carrington
    Ola, I am trying to modify this slightly so that it displays a graph of tasks in a task list against user information. It uses a column called @AssignedTo which is a user presence column. I can get it to display teh rendered HTML but cant get it to calculate and display values.
    Todas as ideas?
    Grazas
    Andy
    Responder ↓
  9. Patrik Luca wrote:
    Ola Paulo,
    gran post!
    A question:
    I would like to filter on two fields at the same time: how can this be achieved?
    Por exemplo, one of your variables is called totalStalled and it filters on @Status.
    I would like to filter at the same time to reduce my number of returned records on another field.
    I already found how to make an ‘OR’, but I donnot manage to find the ‘AND’
    An ‘OR’ can be achieved like this:
    <XSL:variable name="totalStalled" select="count(/dsQueryResponse/Rows/Row[normalize-space(@Status) = ‘Stalled’] | /dsQueryResponse/Rows/Row[normalize-space(@ExtraFilterField) = ‘value’])" />
    Responder ↓
  16. Franco

    Teño un "Uso de paneis en SharePoint’ question. Somos un hospital militar que usa o estándar MOSS para a nosa intranet e gustaríanos crear un panel de control para que o noso grupo de mando poida ver "en tempo real".’ if possible. Un dos puntos principais é ver a carga de traballo actual en tempo real dentro da instalación e, literalmente, ver como cambia de arriba abaixo. (pode ter que facer clic “refrescar”/F5).

    Grazas de antemán,

    Responder ↓

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