Pie Chart

Pie Chart allows you to showcase proportionality of each item to the total in the form of pie-slices.

Add chart to the report

These types of charts are categorized under the Proportion category in item panel.

Drag and drop Pie chart from the item panel into design area.

Now, the pie chart will be rendered in the design area and the chart properties will be listed in properties panel.

Create data

To present data in the chart, create a dataset and bind data to the chart data region. 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
WHERE (SOH.OrderDate BETWEEN '1/1/2002' AND '12/31/2003')
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

Pie Chart needs a minimum of 1 value element and 1 column element to showcase. 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 pie chart follow the steps:

1. To bind data to a chart report item placed in the design area, 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 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.

Follow the above steps to assign data for other chart categories such as bar, line, area, pie and polar.

Format pie chart

You can format the pie chart for better illustration of the view that you require, through the settings available in Properties tab.

To format column chart follow the below steps:

1. Drag and drop the pie chart into design area and resize it to required size.
2. Configure the data to the pie chart.
3. Focus on the pie chart and click Properties icon in the configuration panel, the property pane opens.

You can see the list of properties available for the widget with default value.

Name

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

Basic Settings

Show Legend

A Legend is a text used to describe the data plotted. This allows you to toggle the visibility of legend in chart and also you can customize the legend text appearance. To set/reset legend properties, refer Show Legend property.

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.

Refer Series section, to customize each series using the properties panel.

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

The Chart Area property can be used to customize the area of the chart and you can customize the chart series color using the Color Palette property.

Title

The chart title can be customized by editing the Title Text property of the chart.

To show/hide the chart title, toggle the Show Chart Title checkbox.

Using these properties the font color, font text, font style, border, background and position of the title can be customized in the chart design.

No Data

No Data property is used to display static text when dataset results with a empty or zero rows at run time.

To set/reset no data message properties, refer No Data Message property section.

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 chart 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 prevent predefined page breaks from being applied during report preview, enable the Break Disabled property checkbox. You can also control the application of page breaks during report preview by using expressions. For details on setting and resetting page breaks dynamically, refer to the Set Expression and Reset Expression sections.

   

3. To restart page numbering on each page, enable the Page Number Reset property checkbox.

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 chart element using the Name field. The chart report item 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 chart 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 chart report item
• NoOutput - Does not export the chart report item

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.

Document Map

A document map is a navigational feature that displays a separate side pane with set of navigational links in hierarchical structure when you view a report. A user can click the content in the list, to navigate to the report page that displays that item. Refer Document Map section to configure document map in the report design.

You can set the static or dynamic text as value for document map property. To set and reset dynamic text, refer Set Expression and Reset Expression section.

Bookmark

Bookmark links allows the users to navigate to different parts of a SSRS report. You can add bookmarks to each textbox, image, table or chart or to the unique group values displayed in a tablix which can direct the users to specified locations in the report. The value of bookmark property can be your own strings or an expression. Refer Bookmark section to configure bookmark in the report design.

You can set the static or dynamic text as value for bookmark property. 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 chart item using properties panel refer Tooltip section.

Preview report

1. To see the report preview, click on the Preview button in the top-right corner of the report header.
2. Now, the report preview can be visualized like below.

Download the above report design from link.