Simple Doughnut Chart for Analysis Services Data - Page 5

July 29, 2009

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 Doughnut chart. Series, when used, are also displayed as individual slices in the Doughnut. 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 Doughnut 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 Doughnut 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 Doughnut 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 Doughnut 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 larger, 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 Doughnut chart.








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