Data bar

Data bars are small, simple charts which can be used for showing trends and changes in data over time, especially over many periods. They convey a lot of information in a little space, often used in table and matrices.

Add data bar to the report

1. The data bar report item is listed in the item panel under the KPI category.
2. Drag and drop the data bar report item into the design area or inside tablix cell from the item panel.
3. After dropping the data bar item in the design area or inside tablix cell, the respective item properties will be listed in the properties panel.

Create data

To present data in the data bar, create a dataset and bind data to it. In this designing section, the following dataset query is used for dataset creation.

SELECT PC.Name AS ProdCat, PS.Name AS SubCat, DATEPART(yy, SOH.OrderDate) AS OrderYear, 'Q' + DATENAME(qq, SOH.OrderDate) AS OrderQtr,SUM(SOD.UnitPrice * SOD.OrderQty) AS Sales
FROM Production.ProductSubcategory PS INNER JOIN
Sales.SalesOrderHeader SOH INNER JOIN
Sales.SalesOrderDetail SOD ON SOH.SalesOrderID = SOD.SalesOrderID INNER JOIN
Production.Product P ON SOD.ProductID = P.ProductID ON PS.ProductSubcategoryID = P.ProductSubcategoryID INNER JOIN
Production.ProductCategory PC ON PS.ProductCategoryID = PC.ProductCategoryID
GROUP BY DATEPART(yy, SOH.OrderDate), PC.Name, PS.Name, 'Q' + DATENAME(qq, SOH.OrderDate), PS.ProductSubcategoryID

Refer Create Data section and create dataset using the above query. AdventuresWorks database is used here.

Assign data

Data bar needs a minimum of 1 value element to showcase data. The measure or expression field that you would like to analyze can be dropped into Y Values section. The dimension that you would like to categorize the measure, can be dropped onto Columns section. If you would like to categorize based on a series, then the respective dimension can be dropped onto Rows section in addition.

To configure data into data bar follow the below steps:

1. To bind data to a data bar report item, focus on that report item.
2. Click Properties icon in the configuration panel, the property pane opens. Now, switch to DATA tab.
3. The available data in the report will be listed in the drop-down, choose a data in the drop-down list.
4. The numeric columns and numeric expressions are listed under the Measures section; other type of columns and dimension expressions are listed under the Dimensions section.
5. Drag and Drop Measure Element: Select and drag the numeric column (measure element) or the numeric expression column from the Measure section and drop it in the Y Values section. Now, the report item design will look like below:
6. Aggregate Options: Click the Settings icon (highlighted below) to open the aggregation type drop-down list. You can set the aggregation type by which you can compute the selected column.
7. Drag and Drop Dimension Element: Select and drag the dimension element from the Dimensions section to measure against any of the selected numeric column(s) in Y Value(s) section, and drop into the Column(s) section.
   Now, the report item design will look like below:
8. Grouping: You can group the added column element with another column, by adding the respective dimension element into Row(s) section. Now, the report item design will look like below.

Properties

Refer to the Properties panel section before proceeding with the following properties.

General Settings

Name

Name property can be used to provide an unique name to the data bar item in the report.

Basic Settings

Note: The properties under basic setting will be enabled in the chart properties panel, after assigning the data to the chart.

Chart Type

Supported data bar types will be listed in the Chart Type property dropdown, you can switch the required data bar type based on the data.

Choose Series

You can add multiple series to the chart and the available series will be listed in the Choose Series drop-down. To customize the series appearance choose the required series name in the drop-down.

Show Marker

Data markers are used to provide information about the data point to the user. You can add a shape and label to adorn each data point. To set/reset marker properties, refer Show Marker property.> The marker properties will be applied to the selected series in the Choose Series drop-down.

Show Data Label

Data label can be added to a chart series by using the Show Data Label property. The labels appear at the top of the data point, by default. To set/reset data label properties, refer Show Data Label property.

The data label properties will be applied to the selected series in the Choose Series drop-down.

Enable Smart Label

Smart labels manage overlapping of labels even when a large number of labels are placed in close vicinity. To set/reset smart label properties, refer Enable Smart Label property.

To apply smart label properties, enable Data Label for chart data region.

Series Border

Series border properties can be used to customize the chart series border in the design.

In the below design, border color, width and style properties are applied to the chart series.

The series border properties will be applied to the selected series in the Choose Series drop-down.

You can also set properties based on dynamic values, by using the Expressions. Refer Set Expression and Reset Expression section to open set/reset expression menu in properties panel.

Series Color

Series Color property can be used to customize the series colors in the chart area. If the chart has multiple series, you can differentiate the series using this property.

Choose series in the Choose Series drop-down and choose color in Series Color property palette. Now, the selected color will be applied to the respective series in the chart design.

You can also apply series color based on dynamic values, by using the Expressions. Refer Set Expressions and Reset Expressions section to open set/reset expression menu in properties panel.

Link To

You can configure Hyperlink or a Report path in the chart series to create an interactive report. Refer Linking section to set or reset link property for chart series.

Appearance

The border style, color, width and background color properties can be used to style the chart and customize its appearance in the report design. These properties are listed under the Appearance category in the properties panel.

Chart Area

Chart Area properties such as border width, color, and background color can be used to customize the area of the chart design. These properties are listed under Chart Area category.

Page break

The page break property can be used to control the amount of information on each page when you preview the report. Follow the below steps to apply page break property for data bar report item.

1. The Break Location property specifies where the page break should occur. Choose any Break Location type in the drop-down.
2. To restart the page numbering on each page, enable Page Number Reset property checkbox.

Position

Position property is used to set the width, height, left and top position of the data bar in the report design. To handle these properties using properties panel refer Position section.

Data Element

Data element can be used to control visibility of a report item when exporting the report in XML format. The Data element properties are listed in the properties panel, under the Data Element category.

Name

You can assign a custom name for the databar element using the Name field. The databar will be exported with the provided name.

Note: The name cannot contain spaces, and it must begin with a letter followed by letters, numbers, or the underscore character (_).

Output

On exporting the report, the visibility of the databar can be controlled using the Output property. Choosing the following options for the Output property will perform the respective operations:

• Auto or Output - Exports the data bar report item
• NoOutput - Does not export the data bar report item

Visibility

The visibility property is used to conditionally show or hide the data bar report item on report preview or export action. To set visibility of data bar item using properties panel, refer to the Visibility section.

Miscellaneous

Page name

The page name property is used to name the first worksheet of the Excel workbook, when exporting the report to excel format.

You can set the static or dynamic text as page name. To set and reset dynamic text, refer Set Expression and Reset Expression section.

Custom attributes

This property can be used to set the values for chart custom properties. To assign values for custom properties using properties panel refer Custom Properties section.

Tooltip

Tooltip property can be used to display informative text or value, when the user hovers over on the report item in report preview. To set tooltip for data bar report item using properties panel refer Tooltip section.

Set expression

An expression can be set to few properties of the data bar report item to process the property values based on expressions. To set expressions to the data bar report item properties, refer to the Set Expression section.

Reset expression

To Reset the expression applied to a property, refer to the Reset Expression section.

Advanced properties

A few properties of the data bar report item contains nested properties. To open and handle the nested properties, refer to the Advanced Properties section.