After you create a portlet that contains tabular data, you can create a chart using the Charting Portlet wizard. The charting wizard takes you through steps to select which data to use, the chart type to display, and which rows or columns to interpret into the specified chart format. When the wizard completes, you can see a preview of the chart, after which you can save the chart itself.
WARNING! If you are running Enterprise Portal on Solaris and before you start EAServer, you must open an X-window and set the DISPLAY variable for portlet charts to display correctly. See your operating system documentation for instructions.
Creating a portlet with
tabular data
Before you create a chart, you must create a portlet from which to create the chart. This procedure describes how to create a portlet containing tabular data. It uses
http://bonds.yahoo.com
as an example. Your own portlets can use any site containing tabular data.
Log in to Portal Studio as a user with the StudioAdmin roles.
The user
opsuper
cannot
create portlet charts. To create a new user with the StudioAdmin
role, log in as the user pso
(default
password 123qwe
) and create
a new user with that role assigned.
Select Build | Portlets in the Portal Studio left pane. When the right pane finishes loading, click New to open the Portlet Builder.
When the Portlet Builder displays, click Add to open the New Web Element window.
Enter http://bonds.yahoo.com
in
the Location text box, then click Find.
Select Grid from the Format drop-down list, then click Next.
The next window displays several grids from which you can select. Select the table showing U.S. Treasury Bonds quotes, then click Next.
The remaining windows of the wizard allow you to set rules to filter the data. Because the bonds chart already contains information in an acceptable format, no additional rules are necessary.
Click Next until the final wizard window displays a preview of the captured portlet.
Enter an element name and click Finish. This example uses the name “Yahoo-Bonds.”
When you return to the Portlet Builder, click Save.
Complete the options in the Finish window. Make sure that the iFrame and No Popup options are selected, and that you add any required roles to the Assigned Roles list. See “Saving portlets” for definitions of the fields in the Finish window.
Click Finish to save the portlet.
Click Close to exit the Portlet Builder.