Simple Doughnut Chart for Analysis Services Data - Page 3
July 29, 2009
Procedure: Create a Simple Doughnut Chart within the Report
Add a Chart Control to the Report Canvas
At this point, we will position the Chart item from the Report Items listed within the Toolbox pane (the position of which is defaulted to the left of the Layout tab). Once the general control is placed on the report canvas, we will adjust it, setting properties as appropriate to meet the report specifications.
1. Select View from the main menu.
2. Select Toolbox from the menu, which appears as partially shown in Illustration 7, to place the Toolbox within easy reach (if it already appears, simply disregard this step).
The toolbox window should appear similar to that depicted in Illustration 8. Mine is pinned to the upper left corner of the design environment, where I find it most convenient. This is, of course, subject to your own choice. (I dock my Fields and Server Explorer panes in this area to maximize design real estate, as an aside.)
3. Click the Chart item (at the bottom of the Toolbox pane).
The cursor becomes a small chart icon in combination with crosshairs when held above the Layout canvas. This indicates that we can click to anchor the point, from which we wish to draw the box that the chart will inhabit.
4. Click on the canvas, below the existing matrix, approximately as shown in Illustration 9.
The chart item appears, in its generic manifestation, as depicted in Illustration 10.
NOTE: Should you accidentally place or drop the chart item into a position that is not satisfactory, you can simply move the item by clicking inside the chart item, then pointing to the now shaded border of the chart item, to drag it to a new location.
Clicking again on the border will also allow you to expand / contract the chart shape. (The nuances are easy to learn with a little practice.) Double-clicking the chart item will make the drop regions, seen above, appear.
5. Pass the cursor over the left border of the chart item, until it becomes a four-arrow icon.
6. Click and drag the chart item to the left side of the report canvas.
7. Click the canvas, outside the chart item.
The chart item is now in place, and we are ready to specify its simple Doughnut chart nature, as well as to populate it with the primary dataset that is already in place.
Populate the Simple Doughnut 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 Doughnut in the Chart type selection list.
6. Ensure that the left-most selection, Doughnut chart (the Simple versus the Exploded Doughnut 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.