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ORG CHART/SITE MAP MASHUP
How to create a List-driven, Graphical Org Chart using jQuery, Web
              Services and the Google Charting API
INTRODUCTION

• David Petersen
•   Twitter: @dipetersen
•   Email: david@dipetersen.com
BLOG – WHATSTHESHAREPOINT.COM
PRO SHAREPOINT DESIGNER 2010
THE PROBLEM
•   Business user created an Org Chart as a JPG
•   Web programmer sliced it up and created HTML to display it on a SharePoint page
•   Lost the original graphic
•   Needed to make a change, asked for my help
•   Another JPG was not a good solution
•   Business user always had to have a programmer help update
ORIGINAL
THE SOLUTION
•   SharePoint list-driven solution
•   Content Editor Web Part
•   Use jQuery to query the SP Web Services
     • SPServices jQuery library for SharePoint Web Services – Marc Anderson
     • http://spservices.codeplex.com/
•   Use Google OrgChart Visualization API
     • http://code.google.com/apis/chart/interactive/docs/gallery/orgchart.html
SHARE POINT LISTS
•   Site Map
     •   Fields
           • Title – The name of each box.
           • Parent – Defines the parent-child relationship.
     •   Provides the structure of the org chart.
•   Site Map Content
     •   Fields
           • Content – of the box.
           • Url – Provided so that we can link to somewhere on the site.
           • Position – Defines what position in the box.
           • SiteMapNode – Lookup to the Title field in the Site Map list. (Relationship to first list)
SITE MAP LIST
Field Name               Type                     Notes
Title                    Single Line of Text
Parent                   Lookup                   This lookup field references
                                                  the Title field in the same list.

         Content

         Title                           Parent
         IT
         Database                        IT
         Systems                         IT
         Collaboration                   IT
SITE MAP CONTENT
Field Name    Type                  Notes
Content       Single Line of Text   Rename Title field
Url           Single Line of Text
Position      Number                Set to Zero decimal places,
                                    minimum number 1
SiteMapNode   Lookup                Lookup to the Site Map list
                                    and reference Title field
CONTENT FOR SITE MAP CONTENT LIST
Content                      Url   Position   SiteMapNode

Director: Jim Smith                1          IT

Manager: Bob Blisand               1          Database

Oracle Team                  #     2          Database

MSSQL Team                   #     3          Database

MySQL Team                   #     4          Database

Manager: Chris Cooper              1          Systems

Microsoft Systems Team       #     2          Systems

Linux Team                   #     3          Systems

Manager: Wesley Willingham         1          Collaboration

SharePoint Development       #     2          Collaboration

Web Development              #     3          Collaboration
DEMO
To the code…and beyond…
Folder Structure
• resources
     • content
           • sitemap.js
     • css
     • images
           • background-image
     • js
           • jquery
           • spservices
IE




Firefox
IE




Firefox
Use background image
IE




Firefox
MORE INFORMATION
•   4 Part Series – Step by Step
     • http://whatsthesharepoint.com
     • Download sitemap.js
     • Download background graphic
•   CSS3 Reference: http://www.css3.info
•   Amazon Search for: Pro SharePoint Designer 2010
•   Google Chart Tools
     • code.google.com/apis/chart/index.html
•   @dipetersen
•   http://www.linkedin.com/in/dpetersen

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Org Chart jQuery/SharePoint/Google Charting Mashup

  • 1. ORG CHART/SITE MAP MASHUP How to create a List-driven, Graphical Org Chart using jQuery, Web Services and the Google Charting API
  • 2. INTRODUCTION • David Petersen • Twitter: @dipetersen • Email: david@dipetersen.com
  • 5. THE PROBLEM • Business user created an Org Chart as a JPG • Web programmer sliced it up and created HTML to display it on a SharePoint page • Lost the original graphic • Needed to make a change, asked for my help • Another JPG was not a good solution • Business user always had to have a programmer help update
  • 7. THE SOLUTION • SharePoint list-driven solution • Content Editor Web Part • Use jQuery to query the SP Web Services • SPServices jQuery library for SharePoint Web Services – Marc Anderson • http://spservices.codeplex.com/ • Use Google OrgChart Visualization API • http://code.google.com/apis/chart/interactive/docs/gallery/orgchart.html
  • 8. SHARE POINT LISTS • Site Map • Fields • Title – The name of each box. • Parent – Defines the parent-child relationship. • Provides the structure of the org chart. • Site Map Content • Fields • Content – of the box. • Url – Provided so that we can link to somewhere on the site. • Position – Defines what position in the box. • SiteMapNode – Lookup to the Title field in the Site Map list. (Relationship to first list)
  • 9. SITE MAP LIST Field Name Type Notes Title Single Line of Text Parent Lookup This lookup field references the Title field in the same list. Content Title Parent IT Database IT Systems IT Collaboration IT
  • 10. SITE MAP CONTENT Field Name Type Notes Content Single Line of Text Rename Title field Url Single Line of Text Position Number Set to Zero decimal places, minimum number 1 SiteMapNode Lookup Lookup to the Site Map list and reference Title field
  • 11. CONTENT FOR SITE MAP CONTENT LIST Content Url Position SiteMapNode Director: Jim Smith 1 IT Manager: Bob Blisand 1 Database Oracle Team # 2 Database MSSQL Team # 3 Database MySQL Team # 4 Database Manager: Chris Cooper 1 Systems Microsoft Systems Team # 2 Systems Linux Team # 3 Systems Manager: Wesley Willingham 1 Collaboration SharePoint Development # 2 Collaboration Web Development # 3 Collaboration
  • 13.
  • 14.
  • 15.
  • 16.
  • 17. Folder Structure • resources • content • sitemap.js • css • images • background-image • js • jquery • spservices
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 26.
  • 28.
  • 30.
  • 32. MORE INFORMATION • 4 Part Series – Step by Step • http://whatsthesharepoint.com • Download sitemap.js • Download background graphic • CSS3 Reference: http://www.css3.info • Amazon Search for: Pro SharePoint Designer 2010 • Google Chart Tools • code.google.com/apis/chart/index.html • @dipetersen • http://www.linkedin.com/in/dpetersen