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MSSQL Server Reporting Services: Master Chart Reports: Track Exchange Rates in a Line Chart - Page 6

September 29, 2004

Specify Line Chart Type, and Populate Chart item to Meet Requirements

Specifying the Line Chart type is now required for the generic chart item we have put in place. Since this designation occurs in the same physical location as other item property settings, we will accomplish it as part of the general setup of the chart item. Our next steps focus upon simply dragging fields from the Fields window. Ensure that the Fields window appears, either fixed in place or as a dynamic tab (as mine appears in Illustration 21 above), for easy access in accomplishing the next steps.

1.  Drag the EndOfDayRate field from the Fields window (the drop-down selector atop the Fields window should display the CurrencyData dataset we created above), dropping it on Drop Data Fields Here section of the generic chart item on the Layout tab.

2.  Drag the CurrencyRateDate field, and drop it on the area of the chart item marked Drop Category Fields Here.

3.  Drag the Foreign_Currency field, and drop it on the area of the chart item marked Drop Series Fields Here.

The fields are depicted, circled, in Illustration 24, within the sections into which we are dropping each.


Illustration 24: Field Items within Intended Drop Points

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:

Currency Rate Activity

7.  Click the Style button, which appears to the right of the Title box.

The Style Properties dialog box appears.

8.  Make the settings, listed in Table 2 below, within the Style Properties dialog box:

Property

Setting

Family

Verdana

Size

14pt

Style

Normal

Weight

Bold

Color

Dark Green

Decoration

None


Table 2: Style Properties Dialog

The Style Properties dialog appears, with our settings, as shown in Illustration 25.


Illustration 25: Style Properties Dialog Box with Settings

9.  Click OK to accept changes and to exit the Style Properties dialog box.

We return to the General tab.

10.  Select Line under Chart Type in the lower left corner of the General tab.

11.  Ensure that the leftmost of the two Chart sub-types is selected.

12.  Click the Data tab to select it.

13.  Highlighting [Value], click Edit, to the right of the Values box.

The Edit Chart Value dialog box appears.

14.  Click the Appearance tab to select it.

15.  Click, to place a checkmark, in the checkbox to the left of Show markers.

16.  Leave Marker size at the default of 6.

17.  Click the radio button to the left of Circle in the Marker type section.

The Edit Chart Value dialog appears, with our settings, as depicted in Illustration 26.


Illustration 26: Edit Chart Value Dialog Box with Settings

18.  Click OK to accept changes and to exit the Edit Chart Value dialog box.

We return to the Data tab. Let's set the title information for the X- and y- axes, at this point.

19.  Click the X-Axis tab to select it.

20.  Make the settings, listed in Table 3 below, on the X-Axis tab (leaving other property settings on the tab at default):

Property

Setting

Title

Month End

Show Labels (Checkbox)

Checked

Format Code

MM-yyyy

Major Gridlines (Checkbox)

Checked

Minor Gridlines (Checkbox)

Checked

Title Align (Radio Button)

Center

Numeric or Time Scale Values (Checkbox)

Checked


Table 3: X-Axis Tab Settings

21.  Click the Style button, which appears to the right of the Title box.

The Style Properties dialog box appears.

22.  Make the settings, listed in Table 4 below, within the Style Properties dialog box:

Property

Setting

Family

Verdana

Size

12pt

Style

Normal

Weight

Bold

Color

Dark Green

Decoration

None


Table 4: Style Properties Dialog

The Style Properties dialog appears, with our settings, as shown in Illustration 27.


Illustration 27: Style Properties Dialog Box with Settings

23.  Click OK to accept changes and to exit the Style Properties dialog box.

We return to the X-Axis tab, which, at this stage, appears as depicted in Illustration 28.


Illustration 28: X-Axis Tab with Settings








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