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List by Category Widgets

List by Category widgets (Site List by Category and Project Site List by Category) display a breakdown of the aggregated value of one of the fields of SharePoint list items by another field, like count of issues by status or average risks exposure by category. These widgets have the following parameters:

Parameter
Description
Site 1)
Site URL to pull the data from.
List Query
OData query that starts from a list name and determines items that will be displayed in the table. List by Category widgets do not support $select option in OData queries.
Function
Function that will be applied to the Value column.
Value
Column name that the Function will be applied to.
Group By
Column that contains categories to group the aggregated value by.
Format
Formatting that will be applied to the aggregated value.
Show Subprojects 2)
Determines whether Project Site widget should pull items from project sites of sub-projects or not.

1) Is applicable only to Site List widget. Please see Site Parameter for details.

2) Is applicable only to Project Site List widget. Please see Show Subprojects Parameter for details.

Parameters

List Query

List Query is a parameter used to specify OData query. Query should be specified in a relative form, full URL will be determined automatically by the widget.

For example, provide the following as List Query to fetch list of issues for calculating aggregated value:

Issues

List Query parameter also accepts OData Query String Options, except the $select parameter.

For example, provide the following as List Query to calculate the aggregated value for issues that are active or postponed:

Issues?$filter=StatusValue eq '(1) Active' or StatusValue eq '(2) Postponed'

Function

Function is a parameter used to specify a function that will be applied to Value field. The following functions are available:

Function
Description
Count
Calculates the number of items
Sum
Calculates the sum of the column specified in the Value parameter
Avg
Calculates the average of the column specified in the Value parameter
Min
Returns the minimum value from the column specified in the Value parameter
Max
Returns the maximum value from the column specified in the Value parameter

Value

Value is a parameter used to specify OData column name that contains the value to apply aggregation function to.

Group By

Group By is a parameter used to specify the OData column that contains categories to group aggregated value by.

For example, for issues or risks this can be:

StatusValue

Format

Format is a parameter to specify formatting for aggregated value.

Please note: Pie Chart has special behaviour for Percent formatting, in this case it converts metrics value to a percentage.

Examples

Count of Active Issues by Priority

Parameter Value
List Query
Issues?$filter=substringof( 'active',StatusValue)
Function
Count
Value
Title
Group By
PriorityValue

Count of Issues by Status

Parameter
Value
List Query
Issues
Function
Count
Value
Title
Group By
StatusValue

Average Exposure of Active Risks by Category

Parameter
Value
List Query Risks?$filter=substringof( 'active',StatusValue)
Function
Avg
Value
Exposure
Group By
CategoryValue

Maximum Impact of Active Overdue Risks by Category

Parameter
Value
List Query
Risks?$filter=substringof( 'active',StatusValue) and DueDate lt {Now}
Function
Max
Value
Impact
Group By CategoryValue


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