Line Chart

Unlike Column charts, which emphasize comparison between categories, Line charts focus on continuity and progression. They help identify:

• upward or downward trends
• seasonal fluctuations
• long-term growth patterns
• performance shifts between time periods

In this tutorial, we will reuse the Sales Tracking list created in the previous tutorial (Column Chart) to configure a Line chart that visualizes monthly sales trends for two different years.

Instructions

Step 1: Use the existing data source

We will reuse the previously created list:

Sales Tracking

Columns:

• Month - Choice
• 2025 Sales - Currency
• 2026 Sales - Currency
• Index - Number

Ensure the view is sorted by: Index (Ascending)

This keeps months in chronological order.

Step 2: Open Charts in Ultimate Forms

1. Open Design.
2. Select Charts from the main menu.
3. Click Add new profile.

The Chart profile configuration panel opens.

Step 3: Configure General settings

• Title
  Monthly Sales Trend
• View
  All Items (or your sorted view)
• Category (X axis)
  Month
• Colors (optional)
• Add two Series:
  • Series 1:
    • Column: 2025 Sales
    • Aggregation: Sum
    • Label: 2025
  • Series 2
    • Column: 2026 Sales
    • Aggregation: Sum
    • Label: 2026

Step 4: Configure Display settings

• Chart type → Line
• Enable 3D - Optional
• Show legend ✔ Enabled
• Show values → Optional
• Show X grid lines / Show Y grid lines: Optional (Enable if you want to visually compare values)

Step 5: Configure Title settings

• Include title ✔ Enabled
• Font size: 16px
• Bold ✔ Enabled

Step 6: Configure Border and color settings

Recommended settings:

• White background
• Light gray border
• Neutral chart area

Step 7: Save the Chart profile

• Click Save.

The Line chart profile is now available for use.

Step 8: Add the chart to a SharePoint page

After saving the chart profile, you need to add it to a SharePoint page using a web part.

1. Create a new SharePoint page.                                                                                           
2. Click the + button and add the Infowise Form web part.
3. Once added, click the Edit Properties.
4. In the web part properties:
   • Set Type to Charts.
   • Select the profile: Monthly Sales Trend.
5. Publish the page.

Result

The Line chart displays two continuous lines:

• A blue line representing 2025 sales
• An orange line representing 2026 sales

The chart clearly shows:

• Steady growth in 2026
• Moderate stability in 2025
• Strong upward trend in Q4
• Overall improvement year-over-year

Compared to the Column chart:

• Column emphasizes side-by-side comparison
• Line emphasizes progression and momentum

Summary

You created a Line chart to visualize monthly sales trends across two years. Line charts are especially effective for identifying growth patterns and long-term performance trends over time.