Overview
Version
| Report Server Version |
|---|
| 11.0 |
Expected Effect
The following figure shows the effect.
The upper left of the figure shows the table of sales of all salespersons.
The upper right of the figure shows the column chart of sales in each region. To realize the effect, you need to insert a column chart as a cell element, and select cell data as the data source.
The lower part of the figure shows the pie chart of total sales by two regions. To realize the effect, you need to insert a pie chart as a floating element, and select dataset data as the data source.
Example
Data Preparation
Choose File > New General Report in the upper left of the designer, click Database Query, and enter the SQL statement SELECT * FROM Sales_Volume to create a database query ds1.
Theme Selection
Click the theme name above the report, and select Refresh Technology in the Template Theme selecting pop-up box, as shown in the following figure.
Chart Design
Table Design
1. Enter the information of the chart header into cell A1 to cell C1 respectively, select the cells, choose Cell Attribute > Style on the right property panel, select Theme as Style Setting, and select the Header style, as shown in the following figure.
2. Drag the fields in the dataset into the corresponding cells (cell A2 to cell C2), select the cells, and select the Main Text style, as shown in the following figure.
3. Select cell C2, and choose Cell Element > Basic on the right property panel. Select Summary and Sum as Data Setting.
So far, the table of sales is completed. Save the report, and click Pagination Preview to view the effect.
Column Chart Insertion
Then, create the column chart on the right side of the table.
1. Merge cells D1 to H1, and enter the header Statistics Column Chart into the merged cell. Merge cells D2 to H2 as the insertion location of the column chart. Select cell C1, click the Format Painter icon above the report, and then you can copy the format of cell C1 to cell D1 by just clicking cell D1. You can set the format of cell D2 in the same way, as shown in the following figure.
2. Select the merged cell D2, click the Insert Chart icon, and insert a column chart.
3. Select cell D2 where the column chart is located, and choose Cell Element > Data on the right property panel. The following table shows the data setting.
| Settings | Content | Description |
|---|---|---|
| Data Source | Cell Data | Chart data is derived from cells. |
| Category Name | =B2 | Select the Salesperson field in the cell B2 as the category name. |
| Series | Sales | Select Sales as the series name. |
| Value | =C2 | Select the sales data in cell C2 as the series value. |
Note: The steps are shown in the following figure.
4. As the title of the column chart has been set in cell D1, the title equipped by the column chart in cell D2 should be cancelled. Select cell D2 where the column chart is located, choose Cell Element > Style > Title on the right property panel, and deselect Show Title which is selected by default.
5. The toolbar of the chart is removed for a better effect during preview.
Select cell D2 where the column chart is located, and choose Cell Element > Special Effect > Interaction > Toolbar > Content. Deselect Sort, Export Image, and Display in Full Screen which are selected by default.
6. Set the column chart to expand with cell A2 where the Region field is located to show one column chart for each region. Select cell D2 where the column chart is located, and choose Cell Attribute > Expansion. Select No Expansion as Expansion Direction, select Custom from the drop-down list of the left parent cell, and set Left Parent Cell to A2.
7. Save the report, and click the Pagination Preview icon to view the effect.
Pie Chart Insertion
Finally, inserting the pie chart as a floating element.
1. Select Floating Elementon the right property panel, and insert a pie chart, as shown in the following figure.
2. Bind the data to the pie chart, as shown in the following table.
| Setting Item | Content | Description |
|---|---|---|
| Data Source | Dataset Data | Chart data is derived from the dataset. |
| Category | None | There is no category name for the chart. |
| Series Name | Field Value | Select the field value of the dataset as the series name. |
| Series | Region | Select the value of the field Region (such as New York and California) as the series name. |
| Value | Sales_Volume | Select the value in the field Sales_Volume as the series value. |
| Summary | Sum | Get the sales volume of each region and sum it up. |
The steps are shown in the following figure.
3. Choose Floating Element > Style, set the title to Total Sales by Region and set the position to left, and select Theme as Character, as shown in the following figure.
Effect Display
PC
Save the report and click Pagination Preview. The section "Expected Effect" shows the effect.
Mobile Terminal
For details about viewing the report on the mobile terminal, see Quick Single Template Preview Through DataAnalyst.
The pie chart in this example is set with floating elements which can not displayed on the mobile terminal. The following figure shows the effect.
Template Download
Click to download the template Entry-Level Chart Example.cpt
