When you first open the Chart Data dialog, you can select a Dataset name to associate with the chart. The list is populated with all of the datasets in the report's dataset collection.
This dialog also gives you access to the following related pages.
Name: Enter a name for the chart that is unique within the report. This name is displayed in the Document Outline and in XML exports.
Tooltip: Enter the value or expression you want to appear when a user hovers the cursor over the chart in the viewer at run time.
Dataset Name: Select a dataset to associate with the chart. The combo box is populated with all of the datasets in the report's dataset collection.
Add at least one Value series to determine the size of the chart element. Click the plus sign button to enable the General tab. Once you have one or more value series in place, you can use the arrow buttons to change the order or the X button to delete them.
Another way to add Chart Series Values is to drag fields from the Report Explorer onto the tray along the top edge of the chart that reads Drop data fields here.
If you have already added values, you can right-click any value displayed in the UI along the top of the chart and choose Edit to open this dialog.
The Series Values page has the following tabs.
General
The General tab of the Series Values page allows you to control different items depending on the Chart Type you have chosen.
Series label: Enter an expression to use as a series label to display in the legend.
X: Enter an expression to use as an X value.
Y: Enter an expression to use as a Y value.
Size: If the chart type is bubble, enter an expression to use as the bubble size value.
High: Enter an expression to use as the high value.
Low: Enter an expression to use as the low value.
Open: Enter an expression to use as the open value.
Close: Enter an expression to use as the close value.
Value: Enter an expression to use as a series value.
Styles
These properties control the appearance of the border of bars or columns, or the lines, depending on the type of chart.
Style: Choose one of the enumerated styles for the lines.
Width: Choose a width value between 0.25pt and 20pt for the thickness of the lines.
Color: Choose a Web or Custom color to use for the lines.
These properties control the appearance of the background of the series values.
Fill Color: Choose a Web or Custom color to fill the background.
Gradient: Choose from one of the following gradient styles.
- None: No gradient is used. A single color (defined by the Fill Color property above) is used to fill the area and the Gradient End Color property remains disabled.
- LeftRight: A gradient is used. The Fill Color property defines the color at the left, and the Gradient End Color property defines the color at the right. The two colors are gradually blended in between these areas.
- TopBottom: A gradient is used. The Fill Color property defines the color at the top, and the Gradient End Color property defines the color at the bottom. The two colors are gradually blended in between these areas.
- Center: A gradient is used. The Fill Color property defines the color at the center, and the Gradient End Color property defines the color at the edges. The two colors are gradually blended in between these areas.
- DiagonalLeft: A gradient is used. The Fill Color property defines the color at the top left, and the Gradient End Color property defines the color at the bottom right. The two colors are gradually blended in between these areas.
- DiagonalRight: A gradient is used. The Fill Color property defines the color at the top right, and the Gradient End Color property defines the color at the bottom left. The two colors are gradually blended in between these areas.
- HorizontalCenter: A gradient is used. The Gradient End Color property defines the horizontal band of color across the center, and the Fill Color property defines the color at the top and bottom. The two colors are gradually blended in between these areas.
- VerticalCenter: A gradient is used. The Gradient End Color property defines the vertical band of color across the center, and the Fill Color property defines the color at the left and right. The two colors are gradually blended in between these areas.
Gradient End Color: When you choose any gradient style other than None, this property becomes available. Choose a Web or Custom color to blend with the Fill Color in the background of the series.
Markers
Marker type: Choose one of the following values to determine the shape of the marker or whether one is displayed.
Marker size: Enter a value between 2pt and 10pt to determine the size of the plotting area of the markers.
Plot data as secondary: If the chart type is Column, Bar or DotPlot, you can select this check box and select whether to use a Line or Points to show the data.
Labels
Show point labels: Select this check box to display a label for each chart value. Selecting this box enables the disabled properties on this page.
Data label: Enter a value to use as the label, or select <Expression...> to open the Expression Editor.
Format code: Select one of the provided format codes or use a custom .NET formatting code to format dates or numbers. For more information, see MSDN's Formatting Types topic.
Position: Leave Auto selected to use the default point label position for the chart type, or select an enumerated value to position the labels.
Angle: Enter the value in tenths of degrees to use for the angle of the point label text. The default (0°) position denotes no angle and renders regular horizontal text.
Family: Choose the font family name.
Size: Choose the size in points for the font.
Style: Choose Normal or Italic.
Weight: Choose from Lighter, Thin, ExtraLight, Light, Normal, Medium, SemiBold, Bold, ExtraBold, Heavy, and Bolder.
Color: Select a Web or custom color for the font.
Decoration: Choose from None, Underline, Overline, and LineThrough.
Action
Choose from the following actions to perform when the user clicks on the chart element.
None: The default behavior is to do nothing when a user clicks the chart element at run time.
Jump to report: For drill-through reporting, select this option and provide the name of a local report, the relative path of a report in another folder, or the full path of a report on another server.
Parameters
Jump to bookmark: Select this option and provide a valid Bookmark ID to allow the user to jump to the report control with that Bookmark ID.
Jump to URL: Select this option and provide a valid URL to create a hyperlink to a Web page.
Data Output
Element name: Enter a name to be used in the XML output for this chart element.
Output: Choose Yes or No to decide whether to include this chart element in the XML output.
Add Category Groups to group data and provide labels for the chart elements. Click the Add button to enable the General tab. Once you have one or more category groups in place, you can use the arrow buttons to change the order or the X button to delete them.
Another way to add Category Groups is to drag fields from the Report Explorer onto the tray along the bottom edge of the chart that reads Drop category fields here.
If you have already added values, you can right-click the value displayed in the UI along the bottom of the chart and choose Edit to open this dialog.
The Category Groups page has the following tabs.
General
Name: Enter a name for the group that is unique within the report. This name can be called in code.
Group on: Enter an expression to use for grouping the data.
Label: Enter an expression to use as a label for the group. You can select <Expression...> to open the Expression Editor.
Parent group: For use in recursive hierarchies. Enter an expression to use as the parent group.
Filters
The Filters tab of Category Groups page allows you to control the Filter grid collection for the group. Use the arrow and X buttons to move or delete filters. You need to provide three values to add a new filter to the collection.
Expression: Enter the expression to use for evaluating whether data should be included in the group.
Operator: Select from the following operators to decide how to compare the expression to the left with the value to the right:
Value: Enter a value to compare with the expression on the left based on the selected operator. For multiple values used with the Between operator, the lower two value boxes are enabled.
Values: When you choose the In operator, you can enter as many values as you need in this list.
Sorting
The Sorting tab of Category Groups page allows you to enter new sort expressions and remove or change the order of them using the X or arrow buttons. For each sort expression in this list, you can also choose the direction.
Expression: Enter an expression by which to sort the data in the group.
Direction: Select whether you want to sort the data in an Ascending or Descending direction.
Data Output
Element name: Enter a name to be used in the XML output for this group.
Collection: Enter a name to be used in the XML output for the collection of all instances of this group.
Output: Choose Yes or No to decide whether to include this group in the XML output.
Optionally add Series Groups for extra levels of data (for example, Orders by Country can be broken down by year as well). Labels for the series are displayed in the chart legend. Click the Add button to open the General page. Once you have one or more series groups in place, you can use the arrow buttons to change the order or the X button to delete them.
Another way to add Series Groups is to drag fields from the Report Explorer onto the tray along the right edge of the chart that reads Optionally drop series fields here.
If you have already added values, you can right-click the value displayed in the UI along the right edge of the chart and choose Edit to open this dialog.
The Series Groups page has the following tabs.
General
Name: Enter a name for the group that is unique within the report. This name can be called in code.
Group on: Enter an expression to use for grouping the data.
Label: Enter an expression to use as a label for the group. You can select <Expression...> to open the Expression Editor.
Parent group: For use in recursive hierarchies. Enter an expression to use as the parent group.
Filters
The Filters tab of Series Groups page allows you to control the Filter grid collection for the group. Use the arrow and X buttons to move or delete filters. You need to provide three values to add a new filter to the collection.
Expression: Enter the expression to use for evaluating whether data should be included in the group.
Operator: Select from the following operators to decide how to compare the expression to the left with the value to the right:
Value: Enter a value to compare with the expression on the left based on the selected operator. For multiple values used with the Between operator, the lower two value boxes are enabled.
Values: When you choose the In operator, you can enter as many values as you need in this list.
Sorting
The Sorting tab of Series Groups page allows you to enter new sort expressions and remove or change the order of them using the X or arrow buttons. For each sort expression in this list, you can also choose the direction.
Expression: Enter an expression by which to sort the data in the group.
Direction: Select whether you want to sort the data in an Ascending or Descending direction.
Data Output
Element name: Enter a name to be used in the XML output for this group.
Collection: Enter a name to be used in the XML output for the collection of all instances of this group.
Output: Choose Yes or No to decide whether to include this group in the XML output.
Chart Data Filters Page
The Filters page of the Chart Data dialog allows you to filter the data that is included in the chart. Use the plus sign button to add a filter, and the arrow and X buttons to move or delete filters. You need to provide three values to add a new filter to the collection.
Expression: Enter the expression to use for evaluating whether data should be included in the chart.
Operator: Select from the following operators to decide how to compare the expression to the left with the value to the right:
Value: Enter a value to compare with the expression on the left based on the selected operator. For multiple values used with the Between operator, the lower two value boxes are enabled.
Values: When you choose the In operator, you can enter as many values as you need in this list.
Value: Enter a value to compare with the expression on the left based on the selected operator. For multiple values (used with the In and Between operators) separate values using commas.
Chart Data Output Page
Element name: Enter a name to be used in the XML output for the chart.
Output: Choose one between Auto, Yes, No or Contents Only to decide whether to include this group in the XML output.