Populate
the Chart item to Meet the Business Requirements
Our next
steps focus upon simply dragging fields from the Fields window. My
Fields window is set up as a dynamic tab, and appears as depicted in Illustration
15.
Illustration 15: The Fields
Tab in My Development Environment
The Fields
window can be either fixed in place or as a dynamic tab (my usual choice,
as it frees real estate), for easy access in accomplishing the next steps.
1. Click
the dynamic tab, or otherwise open the Fields window, as
appropriate to your own environment.
2. Drag
the Store_Store_Name field and drop it on the area of the chart
item marked Drop Category Fields Here.
3. Drag
the Store_Sales field from the Fields window, dropping it on
Drop Data Fields Here section of the generic chart item on the Layout
tab.
The
fields are shown, circled, in Illustration 16, with arrows (in different
colors) pointing to the sections into which we are dropping each.
Illustration 16: Field
Items with Intended Drop Points (Composite View)
4. Right-click
the chart.
5. Select Properties
from the context menu that appears.
The Chart
Properties dialog box appears, defaulted to the General tab.
6. Type the following into the Title box on the General tab:
Sales Contribution: U.S. Stores
7. Click Pie
in the Chart type list, in the lower left corner of the tab.
8. Ensure
that the Pie chart subtype button (the left of the two that appear) to the
right of the Chart type list is selected.
The Chart
Properties dialog - General tab - appears, with our settings, as
shown in Illustration 17.
Illustration 17: Chart
Properties Dialog - General Tab with Settings
9. Click OK
to close the Chart Properties dialog.
We will
return to Chart Properties shortly. For now, let's get a feel for the
basic setup that we have put into place.
10. Click
the Preview button.
The
report and chart combination appear, as depicted in Illustration 18.
Illustration 18: Matrix
and Chart Combination - Basic Pie Chart
We note that
the basic pie appears, complete with a Series legend that appears to
list the individual stores. Of further significance is the fact that, although
a section of the pie exists for each respective Store Name, the sections
are identical in size - something that simply is not likely, with regard to
the magnitude of the Stores' Sales. We will be looking at the setting
that is causing this as we progress, and will even mention an opportunity in
the use of the default setting that may be appropriate in some instances.
For now, we
will return to the Layout tab, and take the following steps to align the
chart a bit.
11. Click
the Layout tab.
12. Adjust
the chart region, as necessary, to expand it to the lower corner of the
canvas. Do so by passing the cursor over its bottom edge, until it becomes
a double-headed arrow, then clicking, to "grab" the
edge), down to approximately the 6-inch point on the y-axis to the left of
the canvas.
The chart
region should "meet" the bottom of the canvas as partially depicted
in Illustration 19.
Illustration 19: Stretching
the Chart Region to Fit the Canvas ...
13. Right-click
the chart, once again.
14. Select Properties
from the context menu that appears.
The Chart
Properties dialog box appears, defaulted to the General tab, once
again.
15. Click
the Data tab.
16. Click
the [Value] entry within the Values list (the only entry in
the list), to select it.
17 Click Edit.
The Edit
Chart Value dialog appears. Here we can assign a Series label and /
or Value. Both settings can be useful in helping us to deliver a
desired chart presentation, as we shall see. First, let's examine the workings
of the Series label.
18. Click
the Function (fx) button to the right of the Series label
box.
The Expression
editor appears.
19. Type (or
cut and paste) the following into the Expression pane (the right
half of the Edit Expression dialog):
="$" & FORMAT(ROUND(SUM(Fields!Store_Sales.Value),2), "#,###")
& vbcrlf & "(" & ROUND((SUM(Fields!Measures_Percent_Total_Sales.Value) * 100), 2) & "%" & ")"
& vbcrlf & ""
The Expression
pane of the dialog appears as shown in Illustration 20.
Illustration 20: The
Newly Completed Expression Pane
20. Click OK
to accept our input and close the Expression editor.
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