Simple Pie Chart for Analysis Services Data - Page 4
January 30, 2009
Populate the Simple Pie Chart item to Meet the Business Requirements
While our next steps might focus upon simply dragging fields from the Fields pane of the Report Designer, we will populate our chart from inside the multi-tabbed Chart Properties dialog. Because few charts I encounter in the business environment can be built completely through the drag-and-drop process anyway (expressions are often involved in combination with the date fields, as an example), I long ago developed the habit of working from the Properties dialog. (The practice of tabbing through the Properties dialog can often remind us of other settings we need to make, additional options that are available in meeting client / employer needs, and so forth, as an another benefit.)
1. Right-click the generic chart item.
2. Select Properties from the context menu that appears, as shown in Illustration 11.
The Properties dialog appears, defaulted to the General tab, where we will begin our examination of the chart properties in the subsections that follow.
1. Type the following into the Title box on the General tab:
Sales Reason Comparisons
2. Click the Style button, depicted (and also magnified) within the respective red squares in Illustration 12, to the immediate right of the Title box.
The Style Properties dialog box appears.
3. Make the settings, listed in Table 1 below, within the Style Properties dialog box:
Table 1: Style Properties Dialog
The Style Properties dialog appears, with our settings, as shown in Illustration 13.
4. Click OK to accept changes and to exit the Style Properties dialog box.
We return to the General tab.
5. Select Pie in the Chart type selection list.
6. Ensure that the left-most selection, Pie chart (the simple versus the exploded Pie chart) is highlighted, among the context-sensitive Chart sub-type selections to the immediate right of the Chart type selection list.
7. Click the Chart Area Style... button, which appears in the bottom left corner of the General tab.
We can manipulate settings for chart borders and lines via the Borders and Lines tab, depicted with default settings in Illustration 14.
8. Click the Fill tab to expose the chart Fill settings, which appear (with defaults) as shown in Illustration 15.
9. Click the OK button at the bottom of the Style Properties... dialog, to dismiss the dialog with all properties settings at default.
We return to the General tab, once again.
10. Click the Plot Area Style... button, which appears to the immediate right of the Chart Area Style... button at the bottom of the General tab.
The two-tabbed Style Properties dialog that appears is identical to that which we saw when we clicked the Chart Area Style... button in the immediately preceding steps. Since we will be leaving these settings, too, at their defaults, we will dismiss the Style Properties dialog at this point.
11. Click the OK button at the bottom of the Style Properties dialog, to dismiss the dialog with all properties settings at default.
We return to the General tab, once again, which appears, with our settings, as depicted in Illustration 16.
We will move to the Data tab in the subsection that follows.
1. Click the Data tab.
2. Using the downward pointing arrow on the right side of the Dataset name box atop the Data tab, display and select the ProductData dataset, as shown in Illustration 17.
3. Click the Add... button to the right of the Values list box, found immediately underneath the Dataset name selector we populated above.
The values in a Value series determine the size of the slice in the Pie. Multiple Value series appear as separate slices. If we have multiple Category or Series groups, the group labels are displayed in the chart legend.
The Edit Chart Value dialog appears, defaulted to the Values tab.
4. Type the following into the Series label box, atop the Values tab:
5. Click the function (fx) button to the right of the Value box, depicted within a circle in Illustration 18.
The Expression Editor opens.
6. Click the Fields (ProductData) option in the bottom left corner pane of the Expression Editor.
The field values of the ProductData dataset appear within the pane in the bottom right corner of the Expression Editor.
7. Double-click Internet_Sales_Amount to place this selection into the main pane atop the Expression Editor.
The Expression Editor appears, with our input, as shown in Illustration 19.
8. Click OK to accept our input and to dismiss the Expression Editor.
We are returned to the Edit Chart Value dialog, which appears with our input as depicted in Illustration 20.
9. Click the Appearance tab on the Edit Chart Value dialog.
10. Click the Series Style... button in the lower left corner of the Appearance tab.
The dual tabbed Style Properties dialog appears again, just as it did for the Chart Area Style... and Plot Area Style... buttons we examined earlier. We see the same Border and Line and Fill tabs, which we will leave at default at this point.
11. Click OK to dismiss the Style Properties dialog, and to return to the Appearance tab of the Edit Chart Value dialog.
12. Click the Point Labels tab on the Edit Chart Value dialog.
13. Click the check box to the immediate left of Show point labels atop the Point Labels tab.
14. Click the downward pointing arrow to the right of the Data label box to display data selection options.
15. Select =Fields!Internet_Sales_Amount.Value from the options, as shown in Illustration 21.
16. Within the Format code box (just underneath the Data label selector) type the following character pattern:
17. Uncheck the Auto checkbox to the right of the Format code box.
This will result in the point labels being displayed outside the Pie, at an angle to a connecting line, making the chart more compact and, in this case, making the labels themselves somewhat easier to read.