Configure the Workflow Chart Viewer web part

Enterprise Edition for Nintex Workflow 2019is required for this feature.

This topic describes how to configure the Nintex Workflow 2019 Workflow Chart Viewer web part to display a Nintex Workflow report in graph/chart view on a page within a site. This topic also describes the options available when editing the web part.

Note: Web parts are not supported in the Modern user interface.

To use the Chart Viewer web part

  1. Navigate to the page of the site to which you want to add the web part.
  2. Click the settings icon () on the upper right and then click Edit Page.
  3. Click within the rich content area where the web part is to be inserted.
  4. In the Insert tab of the ribbon, click Web Part.

    Selections appear for categories and parts.

  5. Under Categories, click Nintex Workflow 2019.
  6. Under Parts, click Workflow Chart Viewer.
  7. Click Add.

    The page reloads with the web part inserted.

  8. Click the down arrow () on the upper right of the web part and then select Edit Web Part.

    The Workflow Chart Viewer panel appears on the right. The Chart Settings section has the following options.

    Option Instructions
    Chart to display

    Select the chart to display from the drop-down list.

    Note: This list is configurable by the administrator in SharePoint Central Administration.

    Chart display settings

    Click Configure display settings to set the chart type, display settings, color settings, and legend settings of the chart selected for display. Make sure you click Save to save changes.

    Note: If Enable Silverlight is checked, ensure that users have Microsoft Silverlight installed in order to view the workflow charts.

    Columns used in the chart display

    By default, all columns are shown in the chart.

    To change the columns shown in the chart selected for display, click Configure columns used, click the left and right arrow buttons to show or hide columns, and then click Save.

    Note: The first column displayed in the list becomes the x-axis value. The remaining columns become the y-axis. For example: To chart the number of tasks for each approver, add the "Approver" column as the first column and place the numerical value columns below the "Approver" column.

    Filter

    To set filter values for the report (the chart selected for display), click Configure filter values and then click Save.

    Note: Not all reports accept filter values.