Generating Word charts from SharePoint metadata
Applies to JungleDocs for SharePoint 2010-2019.
For a similar tutorial for JungleDocs for Office 365, click here.
In this tutorial, you will learn how to use SharePoint list data to immediately create Word charts.
This tutorial requires prior knowledge on how to use JungleDocs templates, and skips right to chart configuration. Read more:
Also, note that charts are not supported in Small Parts. If you need to fill chart data using JungleDocs, the chart must be placed in the document template.
1. Open a Microsoft Word document or an existing Word template, add any type of chart and click Edit Data.
An embedded Excel table will open.
2. Create a repeated section which will fill and resize the table based on the metadata of selected items. Read more:
The easiest way to create a chart is by using a grouped view and a Matrix function. Enter the Repeater function in the A2 cell.
In the example, Customers is a list where contacts are grouped by companies, and ByCompany is the list view that is grouped by the company name. As a result, the chart will display a number of contacts for each company.
3. Save changes to the template. Now, when you will run the rule that uses this template, JungleDocs will fill the chart data according to your configuration.