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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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