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Simple Pie Chart for Analysis Services Data - Page 5

January 30, 2009

18.  Click the Label Style ... button immediately underneath the Angle setting.

The Style Properties dialog box appears.

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

Property

Setting

Family

Arial

Size

8pt

Style

Normal

Weight

Normal

Color

Red

Decoration

None


Table 2: Style Properties Dialog

The Style Properties dialog appears, with our settings, as depicted in Illustration 22.

Style Properties Dialog Box with Settings
Illustration 22: Style Properties Dialog Box with Settings

20.  Click OK to accept settings.

The Style Properties box closes. We return to the Edit Chart Value dialog box, which now appears as shown in Illustration 23.

The Edit Chart Value Dialog Box, with Our Input
Illustration 23: The Edit Chart Value Dialog Box, with Our Input

21.  Click the Action tab of the Edit Chart Value dialog.

Here we can define Hyperlink actions, including Jump to report, Jump to bookmark, or Jump to URL. We will not be working with a drillthrough scenario in this practice session, and so will leave undisturbed the default setting of None, as depicted in Illustration 24.

The Action Tab of the Edit Chart Value Dialog Box
Illustration 24: The Action Tab of the Edit Chart Value Dialog Box

22.  Click the Data Output tab of the Edit Chart Value dialog.

The Data Output tab affords us a means of defining XML data output options for the values in the chart. We will not leverage these capabilities within this introduction to simple Column charts, and will therefore leave the settings of the Data Output tab at their defaults, as shown in Illustration 25.

The Data Output Tab with Default Settings
Illustration 25: The Data Output Tab with Default Settings

23.  Click the OK button at the bottom of the Edit Chart Value dialog, to dismiss the dialog with our settings.

We are returned to the Data tab of the Chart Properties dialog. Next we will work with the Category groups area of the tab, just under the Values area. Categories are displayed as individual slices in the pie. Each Category is displayed in the chart legend, when the legend is selected for use.

24.  Click the Add... button to the right of the Category groups list box, found immediately underneath the Values list box with which we worked above.

The Grouping and Sorting Properties dialog appears, defaulted to the General tab.

25.  Type (or cut and paste) the following into the Name box, atop the General tab:

chart1_Cat1_SalesReason

26.  Click the top row of the Expression box within the Group on section that appears just underneath the Name box, to enable the selector button (the downward-pointing arrow) on the right side of the box.

27.  Select =Fields!Sales_Reason.Value from the options that appear, as depicted in Illustration 26.

Select =Fields!Sales_Reason.Value in the Top Row of the Expression List ...
Illustration 26: Select =Fields!Sales_Reason.Value in the Top Row of the Expression List ...

As we have no input for the Filters or Data Output tabs (which resemble their counterparts in other areas of the Report Designer, as we have, and shall, see), within the context of this newly added group, and as we intend to leave the Sorting at the settings naturally found within the cube structure (the Sales Reasons will sort, where appropriate, in alphabetical order), we will accept our input at this stage.

The Grouping and Sorting Properties dialog appears, with our modifications, as shown in Illustration 27.

The Grouping and Sorting Properties Dialog with Our Modifications
Illustration 27: The Grouping and Sorting Properties Dialog with Our Modifications

28.  Click the OK button at the bottom of the Grouping and Sorting Properties dialog, to save our settings and to dismiss the dialog.

We are returned to the Data tab of the Chart Properties dialog, once again, which appears, with our Values and Category groups settings, as depicted in Illustration 28.

Chart Properties Dialog Box – Data Tab with Our Settings
Illustration 28: Chart Properties Dialog Box – Data Tab with Our Settings

We will not add a Series group in this simple Pie chart. Series, when used, are also displayed as individual slices in the pie. Each Series is also displayed in the chart legend (and each is concatenated with the respective Categories, where applicable).

We will move to the X Axis and Y Axis tabs in the subsections that follow.

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 more efficiently arranging 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, on the left side of the Layout section of the tab.

4.  Click the bottom middle button underneath the Position selection diagram, to center the Legend box underneath the Column 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 29.

Font Tab of the Style Properties Dialog Box, with Settings
Illustration 29: 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 Legend tab appears, with our settings, as depicted in Illustration 30.

Chart Properties Dialog Box – Legend Tab with Our Settings
Illustration 30: 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 31.

Chart Properties Dialog Box – 3D Effect Tab with Our Settings
Illustration 31: 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.

The Filters tab appears, with default settings, as depicted in Illustration 32.

Chart Properties Dialog Box – Filters Tab with Default Settings
Illustration 32: Chart Properties Dialog Box – Filters Tab with Default Settings

2.  Click OK to accept all the settings we have made in the multi-tabbed Chart Properties dialog box.

The Chart Properties dialog closes, returning us to the placeholder chart item in Report Designer, Layout tab. 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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