Line Chart for Analysis Services Data - Page 5

April 30, 2009

Data Tab

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.

Select the ProductData Dataset
Illustration 17: Select the ProductData Dataset ...

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 height of the lines in that series. Value labels appear on the y-axis (we will examine format settings for these in our subsection on the Y Axis tab below). Each value series appears as an individual line.

The Edit Chart Value dialog appears, defaulted to the Values tab.

4.  Type the following into the Series label box, atop the Values tab:

Internet Sales

5.  Click the function (fx) button to the right of the Value box, depicted within a circle in Illustration 18.

Click the Function Button for the Value Box
Illustration 18: Click the Function Button for the Value Box ...

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 to the bottom right 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.

The Expression Editor with Our Input
Illustration 19: The Expression Editor with Our Input ...

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.

The Edit Chart Value Dialog, with Our Input
Illustration 20: The Edit Chart Value Dialog, with Our Input...

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.

Select =Fields!Internet_Sales_Amount.Value as the Data Label
Illustration 21: Select =Fields!Internet_Sales_Amount.Value as the Data Label ...

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.

18.  Leaving other settings at default, 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, whose Point Label tab now appears as shown in Illustration 23.

The Edit Chart Value Dialog Box – Point Label Tab, with Our Input
Illustration 23: The Edit Chart Value Dialog Box – Point Label Tab, 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 Line 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 labels on the x-axis. Multiple groups are nested. Categories are typically time-related in Line charts.

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:

Year

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!Calendar_Year.Value from the options that appear, as depicted in Illustration 26.

Select =Fields!Calendar_Year.Value in the Top Row of the Expression List
Illustration 26: Select =Fields!Calendar_Year.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 Calendar Years will sort in numerical order), we will accept our input at this stage.

The Grouping and Sorting Properties dialog (General tab) 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. Next, we will add another Category group to our report.

29.  Click the Add... button to the right of the Category groups list box, just as we did before.

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

30.  Type the following into the Name box, atop the General tab:

Quarter

31.  Click the top row of the Expression box within the Group on section, once again, to enable the selector button (the downward-pointing arrow) on the right side of the box.

32.  Select =Fields!Calendar_Quarter_of_Year.Value from the options that appear, as depicted in Illustration 28.

Select =Fields!Calendar_Quarter_of_Year.Value in the Top Row of the Expression List
Illustration 28: Select =Fields!Calendar_Quarter_of_Year.Value in the Top Row of the Expression List ...

The Grouping and Sorting Properties dialog appears, with our modifications, as shown in Illustration 29.

The Grouping and Sorting Properties Dialog with Our Modifications
Illustration 29: The Grouping and Sorting Properties Dialog with Our Modifications

As we have no input for the Filters or Data Output tabs within the context of this newly added group, once again, and as we intend to leave the Sorting at the settings naturally found within the cube structure (the Quarter Groups will sort in natural order), we will accept our input at this stage, just as we did with the previously added Year category.

33.  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. Our next step will be to add another group – this time a Series group. In a Line chart, series are displayed as individual lines in the chart. Each series is also displayed in the chart legend, as we shall see in our practice example.

At this point, we will add a Series group to contain the Territory (North America, Pacific, and Europe) with which each of the Internet Sales values that the report will present are associated.

34.  Click the Add... button to the right of the Series groups list box, much as we did in making our two Category groups entries earlier.

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

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

Territory

36.  Click the top row of the Expression box within the Group on section, yet again, to enable the selector button (the downward-pointing arrow) on the right side of the box.

37.  Select =Fields!Sales_Territory_Group.Value from the options that appear, as depicted in Illustration 30.

Select =Fields!Sales_Territory_Group.Value in the Top Row of the Expression List
Illustration 30: Select =Fields!Sales_Territory_Group.Value in the Top Row of the Expression List ...

The Grouping and Sorting Properties dialog appears, with our modifications, as shown in Illustration 31.

The Grouping and Sorting Properties Dialog with Our Modifications
Illustration 31: The Grouping and Sorting Properties Dialog with Our Modifications

Because we again have no input for the Filters or Data Output tabs 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, too, will sort in natural, alphabetical order), we will accept our input at this stage, just as we did with the previously added Category groups, Year and Quarter.

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

39.  We return to the Data tab, once again, which appears, with our Values, Category groups, and Series groups settings, as depicted in Illustration 32.

Chart Properties Dialog Box – Data Tab with Our Settings
Illustration 32: Chart Properties Dialog Box – Data Tab with Our Settings

We will move to the X Axis tab in the subsection that follows.








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