X Axis Tab
The X
Axis tab is disabled for a Pie chart data region. All settings are
therefore grayed out.
Y Axis Tab
The Y
Axis tab, like the X Axis tab, is disabled for a Pie chart
data region. All settings are therefore grayed out.
We will
move to the Legend tab next.
Legend Tab
We advise
our client colleagues that, since the default position for the legend is
to the right of the chart area, and since our simple pie chart may be
wider than expected, due to its nature and the amount of data we are
presenting, placing the legend underneath the chart will offer another
means of compressing the overall presentation.
2.
Ensure that
the Show legend checkbox is checked, in the upper left corner of the
tab.
3.
Ensure that
the Column radio button is selected, in the upper left corner of the Layout
section of the tab.
4.
Click the
bottom middle button underneath the Position selection diagram, to align
the Legend box underneath the Pie chart area.
5.
Click the Legend
Style button that appears immediately beneath the checkbox labeled Display
legend inside plot area (ensure that the box remains unchecked).
The Style
Properties dialog box appears, defaulted to the Font tab.
6.
Make the
settings, listed in Table 3 below, within the Font tab of the Style
Properties dialog box:
|
Property
|
|
Setting
|
|
|
|
|
|
Family
|
|
Arial
|
|
Size
|
|
9pt
|
|
Style
|
|
Normal
|
|
Weight
|
|
Normal
|
|
Color
|
|
Black
|
|
Decoration
|
|
None
|
|
|
|
|
Table 3: Style Properties Dialog Font Tab
The Font
tab of the Style Properties dialog appears, with our settings, as shown
in Illustration 33.
Illustration 33: Font Tab of the Style Properties Dialog Box, with Settings
We note
the presence of the Border and Line and Fill tabs, but we will
leave the settings within each at default, at this point.
7.
Click OK
to accept changes, and to exit the Style Properties dialog box.
We return
to the Legend tab, once again, where we will leave all else at default.
The relevant portion of the Legend tab appears, with our settings, as
depicted in Illustration 34.
Illustration 34: Chart Properties Dialog Box Legend Tab with Our Settings
We will
move to the 3D Effect tab in the next subsection.
3D Effect Tab
1.
Click the 3D
Effect tab.
We inform our client colleagues that the 3D Effect tab
offers us a means of transforming the ordinarily flat appearance of our Column
chart to a highly customizable, three dimensional presentation. Here we
can enable 3-D visual effects (via the checkbox to the immediate left of
the Display chart with 3-D visual effect label). The four variables
that we can manipulate are:
-
Horizontal
rotation
-
Perspective
-
Wall thickness
-
Vertical
rotation
Once 3-D visual effects are enabled, a slider
becomes enabled for each of these variables, which we can move to adjust each
variable until we achieve just the degree of readability we desire within the
chart.
We will
leave the settings of the 3D Effect tab at default at this point. The 3D
Effect tab appears, with default settings, as shown in Illustration 35.
Illustration 35: Chart Properties Dialog Box 3D Effect Tab with Our Settings
We will examine
the final remaining tab, Filters, in the next subsection.
Filters Tab
1.
Click the Filters
tab.
The Filters tab is but one option we have, within Reporting
Services, to filter the data that is displayed within our chart. We advise
our client colleagues that we performed all desired filtering at the dataset
level earlier within our practice session. When this is adequate (that is,
when we can afford to filter at the dataset level for the entire report)
we may achieve performance gains at report runtime, due to the overall
retrieval of less data from the Analysis Services data source. But, we
caution the client representatives, due consideration should be given to the
various points at which we can filter within a given report, to ascertain that
we optimize performance while retaining complete and accurate information for
presentation.
The Filters tab allows us to choose either simple dataset
columns or expressions to filter data at the chart level. This might
make sense as a filter point if we were, say, using multiple data regions
(charts, matrices, tables, lists, or a combination of these, perhaps) that were
sharing the same common dataset(s), but where each region had different
filtering requirements and needed to present different subsets of data from the
underlying dataset(s). Whatever our needs, Reporting Services,
once again, offers flexibility in ways to meet the challenges involved.
Lets filter our Pie chart to show results of only
the European and North American Territories.
2.
Click the top
row of the Expression box within the Filters section, yet again,
to enable the selector button on the right side of the box.
3.
Select =Fields!Sales_Territory_Group.Value
from the options that appear, as depicted in Illustration 36.
Illustration 36: Select =Fields!Sales_Territory_Group.Value in the Top Row of the Expression List ...
4.
In the Operator
column (to the immediate right of the Expression column), select the =
operator.
5.
Type (or cut
and paste) the following into the Value column (to the immediate right
of the Value column):
="Europe"
6.
Click the
second row of the Expression box within the Filters section,
again to enable the selector button on the right side of the box.
7.
Select =Fields!Sales_Territory_Group.Value
from the options that appear, once again.
We note
that an or is automatically inserted in the And/Or column on
the far right of the first row.
8.
In the Operator
column (to the immediate right of the Expression column), select the =
operator
9.
Type (or cut
and paste) the following into the Value column (to the immediate right
of the Value column):
=North America"
We are
simply asking to see the Internet Sales values for two of the Sales Territories, at this point. In reality, we
might parameterize territory selection to make the report do more with less,
in offering information consumers an ad hoc choice of territories at runtime.
The Filters
tab of the Chart Properties dialog appears as shown in Illustration 37.
Illustration 37: The Filters Tab of the Dataset Dialog with Our Additions ...
10.
Click OK
to accept our additions, and to dismiss the Chart Properties dialog.
The Chart Properties dialog closes,
returning us to the placeholder chart item in Report Designer, Layout tab. We will adjust the height of the chart item to make the preview we conduct
next easier to read.
11.
Pass the cursor over the bottom border,
and over the small square that appears about midway amid the bottom edge, of
the chart item, until the cursor becomes a simple double-headed arrow.
12.
Click and drag
the bottom border of the chart item, increasing the height of the chart
(along with the underlying canvas) to approximately the 6-1/2 point on
the ruler appearing along the left side the Layout tab.
The Layout
tab appears, with our adjustment, as depicted in Illustration 38.
Illustration 38: The Layout Tab with Our Height Adjustment ...
We will conclude our practice
session in the next section, where we will verify the operation of our new Pie chart.