Chart Web Part in SharePoint 2013: Step-by-Step Implementation Guide

Ever stared at rows of data in SharePoint, wishing it could tell a clearer story? The built-in visualization tool can turn those numbers into compelling insights with just a few clicks.

I remember the first time I used this feature – it transformed how my team presented information. No more static spreadsheets that made people’s eyes glaze over. Now you can discover how to make your data work for you.

Let me walk you through the process from start to finish. You’ll be creating professional visualizations in SharePoint 2013 that impress stakeholders and clarify complex information.

How to Add and Configure the Chart Web Part in SharePoint 2013

Ready to turn raw data into visual insights? The Chart Web Part in SharePoint 2013 makes it easy to create dynamic graphs right on your dashboard.

I’ve used this feature to present project metrics and sales trends without needing third-party tools. It’s all built into SharePoint’s native capabilities.

First, ensure you have Edit permissions on the SharePoint site. Without this, you won’t see the Edit Page option in the Settings menu.

The Chart Web Part supports multiple data sources. For simplicity, start with a SharePoint list—it’s the easiest to configure and update in real time.

Once added, use the Chart Designer to switch between bar, pie, or line charts. This tool lets you tweak colors, labels, and data series without coding.

Pro tip: Save your chart template for reuse. In the Chart Designer, click Save as Template to store your settings for future projects.

Finally, test your chart in different browsers. Some older versions of Internet Explorer may render charts differently than Chrome or Firefox. 💻

Best Data Sources for SharePoint 2013 Chart Web Parts

Choosing the right data source can make or break your Chart Web Part in SharePoint 2013. Not all sources offer the same flexibility or real-time updates.

I’ve tested various options, from SharePoint lists to SQL Server. Each has unique strengths depending on your needs for data volume, refresh rates, and complexity.

For most users, SharePoint lists are the best starting point. They’re easy to set up and update automatically when the list changes, keeping your charts current.

Excel Services shines when you need complex calculations. If your organization already uses Excel workbooks for reporting, this integration can save time.

SQL Server is ideal for enterprise-level data. It handles large datasets efficiently but requires database permissions and possibly IT support for setup.

Lastly, Business Connectivity Services (BCS) lets you pull data from external systems like SAP or Oracle, but it demands more configuration effort. 💻

Common Issues and Fixes for SharePoint 2013 Chart Web Parts

Even with proper setup, you might run into display issues or data connection problems with your Chart Web Part. These are often quick fixes once you know what to look for.

I’ve spent countless hours troubleshooting these, from blank charts to mismatched data. Most problems stem from simple configuration oversights or permissions issues.

If your chart appears blank, first confirm the data source contains visible data. Empty SharePoint lists or filtered views can cause this.

For data refresh failures, ensure your Excel workbook is published to a trusted location if using Excel Services. Also check that the Business Data Connectivity service is running.

Formatting problems often occur when switching chart types. The Chart Designer lets you reset these settings without starting over.

Frequently Asked Questions