WorkView Summary Portlet - WorkView Summary Portlet - Web Parts for Microsoft SharePoint - English - Foundation 22.1 - OnBase - external - OnBase/Web-Parts-for-Microsoft-SharePoint/English/Foundation-22.1/Web-Parts-for-Microsoft-SharePoint/StatusView-Web-Part-Configuration/StatusView-Portlet-Contents-Configuration/WorkView-Summary-Portlet - 2025-03-04

Web Parts for Microsoft SharePoint

Platform
OnBase
Product
Web Parts for Microsoft SharePoint
Release
Foundation 22.1
License
ft:locale
en-US
  1. Select the Application on which to base the summary.
  2. Select the Filter from which to pull summary data.
    Note:

    In order for a filter to appear in the drop-down list, it must be added to a Filter Bar that the user has permission to access.

  3. Select the attribute that the summary will represent from the Summarize By drop-down list.
  4. Select a Summary Type from the drop-down list.
    • The Tabular type displays data in a table format.

    • The Pie Chart option displays data in a pie graph. Additional options become available, allowing you to configure the chart.

    • The Bar Chart option displays the information in a bar graph. Additional options become available, allowing you to configure the chart.

    If you select Tabular, skip to step 7, otherwise continue to the next step.

  5. To display a legend for the chart, select Show Legend.
  6. To display labels on the chart, select Show Labels.
  7. Click Save.