Creating Word charts from SharePoint metadata

Applies to JungleDocs for Office 365.
For a similar tutorial for JungleDocs for SharePoint 2010-2019, click here.

In this JungleDocs for Office 365 tutorial, you will learn how to use metadata from your SharePoint lists to create Word charts.

Add metadata to a Word chart

1. Open Microsoft Word and insert any kind of chart. Then, right-click on the chart and click Edit Data.

This will open an Excel chart with a predefined table:
2. You will now add Excel commands (content controls) to these cells to let JungleDocs for Office 365 know which cells to populate with metadata from your Office 365 environment. There are two ways to do this:

#1: entering formulas into the cells

Using this first method you simply enter the values into the cells that will later be replaced by data from your SharePoint. This is the quicker and simpler method of the two. However, note that documents created in this way will not be updateable once generated.

To get started, copy the content controls from the sample document to the document template: 

Note: after figuring out the layout and exact cells in the document, it is very important to format the cells correctly. Microsoft Excel requires that the cell type is consistent with the data that that is inserted. Default cell type is "General" and if all cells are left this way, some data, like dates and numbers, might not be interpreted correctly. To avoid this, Excel cells must be of the same type as SharePoint fields. You can change the cell types by right-clicking on them and selecting Format cells.

#2: adding comments

Add a comment to the cell you want to be populated with metadata from your SharePoint. Remove the user name from the comment and add your formula.

Using the Matrix function, you can make the chart display grouped views from SharePoint. For example, if you want to the chart to display contacts per company, you will first need to create a grouped view to group your contacts per company. Then, you will need to enter the following formula in your Excel cell: =Repeater(Matrix("ListName"; "GroupedViewName "; ))

When running the rule to your end result would look something like this:

4. Save your changes and assign your template to a rule. 

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