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MS SQL

Posted Mar 2, 2009

A More Advanced Pie Chart for Analysis Services Data - Page 7

By William Pearson

X Axis Tab

1.  Click the X Axis tab.

The X Axis tab is disabled for a Pie chart data region. All settings are therefore “grayed out.”

Y Axis Tab

1.  Click the 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

1.  Click the 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.

Font Tab of the Style Properties Dialog Box, with Settings
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.

Chart Properties Dialog Box – Legend Tab with Our Settings
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.

Chart Properties Dialog Box – 3D Effect Tab with Our Settings
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.

Let’s 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.

Select =Fields!Sales_Territory_Group.Value in the Top Row of the Expression List ...
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.

The Filters Tab of the Dataset Dialog with Our Additions ...
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.

The Layout Tab with Our Height Adjustment ...
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.



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