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Tag Archives: Strip line

Column Chart with Goal Threshold Line

March 11, 2010 by Paul Turley

7

Chart reports are an effective way to visualize data to show trends and comparisons in a way that can help the user get real meaning from numbers. However, chart data can be meaningless without context. This example will show you how to display a column chart with a goal line so users can easily understand whether charted values are above or below and acceptable threshold. I provide three versions of this report; a simple example using a SQL query to demonstrate the essentials, one with an MDX query and a copy of the latter with a parameterized threshold and dynamically colored columns to show data points above or below the goal.

This is a report design that you can almost do with standard report design features but it?s that last little step ? that last critical piece ? that takes a little creativity to solve. When I was first challenged to design this report for a consulting client, I knew that it could be done but I just wasn?t sure how. I grew up in Washington State in the 1970s with the legend of Bigfoot. For a while, there were Bigfoot sightings every week and everyone knew someone claimed to have seen Bigfoot (or had seen someone who knew someone who had claimed to have seen Bigfoot.) We knew he was out there in the remote wilderness but we weren?t sure where. This was a little like that ? the solution was out there and I just needed to find it.

This technique falls into a category that I need to give credit for before I mention it. Chris Hays, who is responsible for the Report Definition Language specification on the SSRS product team, coined the phrase ?sleazy hack? in the title of his blog site a few years ago. Owing to Chris for the definition, the report design technique showcased in this recipe is definitely in the sleazy hack category.

Product Versions

  • Reporting Services 2008

What You’ll Need

  • Column, area or line chart
  • Experience with VB expressions

Designing the Report

This solution is more about technique than complexity. The chart you see in Figure 1 has some simple design features you?d expect to be fairly easy to define but this is a little challenging to do right out of the box. In SSRS 2008, creating multi-series reports like this one, containing columns and a line, is standard fair. However, the natural behavior of all charts is that each column or line segment is plotted from the center of the data point along the axis. This means that since the line and columns in this chart have the same range of category (X-axis) values, the line would begin in the center of the left-most column and end in the center of the right-most column instead of running from edge to edge of the chart container. In fact, no matter what the minimum and maximum values are, the chart normally provides a margin of space on each side of the axis. You?ll see this and the resolution as we work through the report design.

 Chart Full Line 1

Figure 1

Let?s get started. The first bit of ?hack? is in the query. In order for the line to extend beyond the range of column center points, it must begin and end with lower and higher scale values than the respective column points. This means that we need to work some magic in the query and add two extra values to the scale.

1. Create a new report

2. Add a data source for the AdventureWorksDW2008 database.

3. Create a dataset and enter the following SQL script:

select

Category as CategoryGroup

, Qty

, Target

, RANK() over (order by OrderNum, Category) as OrderValue

from

(

select Null as Category, Null as Qty, 12000 as Target, 0 as OrderNum

union

select

pc.EnglishProductCategoryName as Category

, Sum(fis.OrderQuantity) as Qty

, 12000 as Target, 1 as OrderNum

from

FactInternetSales fis inner join DimProduct p

on fis.ProductKey=p.ProductKey

inner join DimProductSubcategory ps

on p.ProductSubcategoryKey=ps.ProductSubcategoryKey

inner join DimProductCategory pc

on ps.ProductCategoryKey=pc.ProductCategoryKey

group by pc.EnglishProductCategoryName

union

select Null as Category, Null as Qty, 12000 as Target, 2 as OrderNum

) as s;

Execute the query and view the results:

CategoryGroup City Target OrderValue
NULL NULL 12000 1
Accessories 36092 12000 2
Bikes 15205 12000 3
Clothing 9101 12000 4
NULL NULL 12000 5

Figure 2

You should notice that we have added two fictitious rows to the results on the first and last records, based on the OrderValue sort order. Notice also the lack of values for the CategoryGroup and Qty columns, but the Target column contains values in these rows. This provides the basis for the goal line to extend beyond the range of points plotted by the column chart.

Build the chart and define the groups and series data fields.

1. Add a new chart to the report body.

2. Choose a standard column chart type.

3. Drag and drop or select the OrderValue field in the Category axis.

4. Drag and drop or select the CategoryGroup field as a second field in the category axis.

5. Click the chart in the designer to show the data field and axis field drop zones.

6. Add the Qty and Target fields to the data fields drop zone to define the data series.

7. Right-click the Target field and change the chart type for this series to a Line chart.

8. Remove the axis labels.

Cosmetic changes can be applied as appropriate. These may include the line chart weight and color. The report in the designer should look similar to Figure 3.

Report design 2

Figure 3

Preview the report and compare the result to Figure 4. You?ll notice the empty columns for the OrderValue field values 1 and 5. Note how the line chart naturally extends from the center of first column position to the center of the last. Again, the requirement is for this line to extend from margin to margin.

fgXX04

Figure 4

Don?t worry about the axis labels for both of these groups. When we change the axis value range, the labels for inner group will disappear. Before we do this, we need to show the CategoryGroup field values on the outer group instead of the numbers:

1. In the Category axis fields, edit the OrderValue group properties.

2. In the Category Group Properties dialog, set the Label property to use the CategoryGroup field.

fgXX02

Figure 5

Now we?ll work our magic on the line chart margins?

To eliminate the extra space around the chart, we?ll set the left and right axis margin to be one-half of a scale value from the first and last column positions.

1. Right-click on the Category axis labels at the bottom of the chart and open the Axis Properties dialog.

2. Edit the axis scale Minimum property and set it to the following expression:

=MIN(Fields!OrderValue.Value) + 0.5

3. Edit the axis scale Maximum property and set it to the following expression:

=MAX(Fields!OrderValue.Value) – 0.5

4. Accept these changes and preview the report, comparing your results with Figure 6.

 

Preview 2

Figure 6

At this point, you have a working chart report with the essential features. The goal line, which is actually a line chart, extends from margin to margin. Even though we added extra values to the beginning and end of the axis range to make this work, now the columns fill the entire chart area.

Adding Dynamic Color

We can use a dynamic fill color to bring attention to series values that are above or below the goal line. Columns under the goal will be red and columns at or above the goal will be lime green. To enable this feature, follow these steps:

1. Click once on the chart to show the field drop zones.

2. Right-click the Qty field series and open the Series Properties dialog.

3. On the Fill page, set the Fill style property to Solid.

4. Next to the Color drop down, click the Expression button (fx) to open the Expression dialog.

5. Enter the following expression:

=IIF(Fields!Qty.Value < Fields!Target.Value, “Red”, “Lime”)

6. Close all dialogs and preview the report.

fgXX07

Figure 7

Charts in Reporting Services offer a lot of design flexibility and opportunities to customize the behavior and visual presentation of data. However, with these capabilities come a myriad of properties that can be a bit daunting to navigate and find in the design interface. This report design may not be quite as elusive as Bigfoot but it does solve a specific problem and provide real business value.

When exploring new features and design patterns, I find it useful to save versions of my chart reports in different stages of development. This way I can revert to a working state if I get myself into trouble. With some practice and perhaps a few late nights of experimentation, you will develop patterns that work best for your users and the data they need to visualize.

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" & Workspace and Database Recovery Techniques Aaron Nelson Ad-hoc reporting Add columns Add controls Albert Ferrari Alternate row colors Analysis Services Operations Guide Apple Are There Rules for Tabular Model Design? Article Assemblies Azure Azure Reporting Azure SQL Database BARC Survey best practices BI BI Center of Excellence BI COE BI Conference Bill Gates Birds-of-a-Feather BI Roles and Team Composition BISM BI Survey 10 Blogging Breakcrumb links Browser settings Build career Business Intelligence Business Intelligence for Visual Studio 2012 Business scorecard Can I Use Reporting Services with Tabular & PowerPivot Models? Checkbox in report Checkbox list Check mark Chris Webb Cloud computing Column chart Community Conditional formatting Conference presentation Conference review Conference session Conference Session Topics Cortana Power BI Integration Custom code Custom coding reports Custom Functions Dashboard design Dashboard standards Database Lifecycle Management Data Modeling 101 for Tabular Models Data Quality Services Dataset filter nulls Datazen Datazen control selection Date parameters DAX DAX: Essential Concepts DAX: Some of the Most Interesting Functions DAX: Some of the Most Useful Functions DAX functions DAX reference DAX syntax Demo scenario Denali CTP3 DevTeach DLM Do I Write MDX or DAX Queries to Report on Tabular Data? Do We Need to Have SharePoint to Use Tabular Models? Drill-down Drill-through Drillthrough Dynamic column visibility Dynamics CRM Dynamics reporting Embedded formatting ENterprise SSAS Errors Estimating BI European PASS Filter by user Formula Firewall Funnel charts Garner Magic Quadrant Microsoft BI Getting Started with DAX Calculations Global Summit Live Feeds Greenbar report Grocery shopping demo Hans Rosling Happy Birthday Power BI Hide columns Hitachi Consulting How Do You Design a Tabular Model for a Large Volume of Data? How Do You Secure a Tabular Model? How to Deploy and Manage a Tabular Model SSAS Database How to Promote a Business-created PowerPivot Model to an IT-managed SSAS Tabular Model HTML text integrated mode Interview Interviews Isn’t a Tabular Model Just Another Name for a Cube? James Phillips Julie Koesmarno King of Spain KPI indicator Licensing Login prompt Manually starting subscription Map Visualization Marco RUsso Master-detail report Master Data Management MDM MDX datasets MDX queries Microsoft Architecture Journal Microsoft humour Microsoft MVP Microsoft news Mobile Reporting Mobile Reports MVP community MVP Deep Dives 2 MVPs support the community MVP Summit navigation Nested tables Null filter Olivier Matrat Olympia WA Oracle vs Microsoft in the movies Oregon SQL Saturday Parameter controls Parameterize Parameters PASS 2012 PASS BAC Blog Feed PASS community leaders PASS Conference PASS Global Summit 2012 PASS Keynotes PASS Summit PASS Summit 2017 PASS Summit 2018 PASS Summit Announcements Paul te Braak PDF image distortion dithering fonts PerformancePoint Pinal Dave Poll About Product Usage Poll Results Pop-up window; Java script Portland OR Power BI Administration Power BI Best Visuals Contest Power BI DAX Power BI Partner Showcase Power BI Premium Power BI Pro Power BI Training Power BI World Tour Power Pivot PowerPivot Power Pivot DAX Power Query Power Query Training Power View Power View multidimensional cubes Preparing Data for a Tabular Model Project Phoenix Recipes Redmond SQL Saturday Reed Jacobson Remove columns Repeating list Report controls report dependencies Report deployment Reporting Services 2016 Reporting Services Training Report navigation Report parameters Report recipe book Reports for MDX Return specific row Rob Collie DAX Book Robert Bruckner Scheduled Refresh Scripting Tabular Model Measures Self-service reporting Seth Bauer SharePoint SharePoint 2012 SharePoint integration Simplifying and Automating Tabular Model Design Tasks SolidQ SolidQ Journal Solid Quality Mentors Spatial queries; happy holidays; Merry Christmas SQLAuthority SQLCAT SQL Saturday SQL Saturday 446 SQL Saturday Portland Oregon SQL Server SQL Server 2012 Upgrade Guide SQL Server community SQL Server Data Tools – Business Intelligence for Visual Studio 2012 SQL Server Denali SQL Server Denali; Self-service reporting SQL Server Denali CTP3 SQL Server MVP SQL Server Optimization SQL Server Pro Magazine SQL Teach SSAS SSAS Performance Logger SSAS Tabular SSAS Tools BI Development Tools SSDT BI SSRS 2016 SSRS dynamic columns SSRS PowerShell SSRS version control standards Start subscription Steve Jobs StreamInsight Strip line style Subscription Survival Tips for Using the Tabular Model Design Environment Tabular DAX Tabular Model & " Tabular Model Common Errors and Remedies Tabular Model Design Tabular Model Design Checklist Tabular Modeling Tabular models Tabular report design TechEd TechEd 2011 Sessions TechSmith Snagit Pro themes Threshold line Top values Training clsses Unconference User-related report content User authentication User prompted to login Using DAX to Solve real-World Business Scenarios Vancouver BC Vern Rabe Visualisation Visualization Visual Report Design Volunteers Weather and Climate Web.Contents Web API What About Multidimensional – Will Tabular Replace It? What are the Naming Conventions for Tabular Model Objects? What Do You Teach Non-technical Business Users About PowerPivot and Tabular Models? What’s the Best Business User Tool for Browsing & Analyzing Business Data with Tabular Models? What’s the Best IT Tool for Reporting on Tabular Models? What’s the Difference Between Calculated Columns & Measures? What’s the Difference Between PowerPivot and Tabular Models? Why Tabular? Wrox book
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Tag Cloud

" & Workspace and Database Recovery Techniques Aaron Nelson Ad-hoc reporting Add columns Add controls Albert Ferrari Alternate row colors Analysis Services Operations Guide Apple Are There Rules for Tabular Model Design? Article Assemblies Azure Azure Reporting Azure SQL Database BARC Survey best practices BI BI Center of Excellence BI COE BI Conference Bill Gates Birds-of-a-Feather BI Roles and Team Composition BISM BI Survey 10 Blogging Breakcrumb links Browser settings Build career Business Intelligence Business Intelligence for Visual Studio 2012 Business scorecard Can I Use Reporting Services with Tabular & PowerPivot Models? Checkbox in report Checkbox list Check mark Chris Webb Cloud computing Column chart Community Conditional formatting Conference presentation Conference review Conference session Conference Session Topics Cortana Power BI Integration Custom code Custom coding reports Custom Functions Dashboard design Dashboard standards Database Lifecycle Management Data Modeling 101 for Tabular Models Data Quality Services Dataset filter nulls Datazen Datazen control selection Date parameters DAX DAX: Essential Concepts DAX: Some of the Most Interesting Functions DAX: Some of the Most Useful Functions DAX functions DAX reference DAX syntax Demo scenario Denali CTP3 DevTeach DLM Do I Write MDX or DAX Queries to Report on Tabular Data? Do We Need to Have SharePoint to Use Tabular Models? Drill-down Drill-through Drillthrough Dynamic column visibility Dynamics CRM Dynamics reporting Embedded formatting ENterprise SSAS Errors Estimating BI European PASS Filter by user Formula Firewall Funnel charts Garner Magic Quadrant Microsoft BI Getting Started with DAX Calculations Global Summit Live Feeds Greenbar report Grocery shopping demo Hans Rosling Happy Birthday Power BI Hide columns Hitachi Consulting How Do You Design a Tabular Model for a Large Volume of Data? How Do You Secure a Tabular Model? How to Deploy and Manage a Tabular Model SSAS Database How to Promote a Business-created PowerPivot Model to an IT-managed SSAS Tabular Model HTML text integrated mode Interview Interviews Isn’t a Tabular Model Just Another Name for a Cube? James Phillips Julie Koesmarno King of Spain KPI indicator Licensing Login prompt Manually starting subscription Map Visualization Marco RUsso Master-detail report Master Data Management MDM MDX datasets MDX queries Microsoft Architecture Journal Microsoft humour Microsoft MVP Microsoft news Mobile Reporting Mobile Reports MVP community MVP Deep Dives 2 MVPs support the community MVP Summit navigation Nested tables Null filter Olivier Matrat Olympia WA Oracle vs Microsoft in the movies Oregon SQL Saturday Parameter controls Parameterize Parameters PASS 2012 PASS BAC Blog Feed PASS community leaders PASS Conference PASS Global Summit 2012 PASS Keynotes PASS Summit PASS Summit 2017 PASS Summit 2018 PASS Summit Announcements Paul te Braak PDF image distortion dithering fonts PerformancePoint Pinal Dave Poll About Product Usage Poll Results Pop-up window; Java script Portland OR Power BI Administration Power BI Best Visuals Contest Power BI DAX Power BI Partner Showcase Power BI Premium Power BI Pro Power BI Training Power BI World Tour Power Pivot PowerPivot Power Pivot DAX Power Query Power Query Training Power View Power View multidimensional cubes Preparing Data for a Tabular Model Project Phoenix Recipes Redmond SQL Saturday Reed Jacobson Remove columns Repeating list Report controls report dependencies Report deployment Reporting Services 2016 Reporting Services Training Report navigation Report parameters Report recipe book Reports for MDX Return specific row Rob Collie DAX Book Robert Bruckner Scheduled Refresh Scripting Tabular Model Measures Self-service reporting Seth Bauer SharePoint SharePoint 2012 SharePoint integration Simplifying and Automating Tabular Model Design Tasks SolidQ SolidQ Journal Solid Quality Mentors Spatial queries; happy holidays; Merry Christmas SQLAuthority SQLCAT SQL Saturday SQL Saturday 446 SQL Saturday Portland Oregon SQL Server SQL Server 2012 Upgrade Guide SQL Server community SQL Server Data Tools – Business Intelligence for Visual Studio 2012 SQL Server Denali SQL Server Denali; Self-service reporting SQL Server Denali CTP3 SQL Server MVP SQL Server Optimization SQL Server Pro Magazine SQL Teach SSAS SSAS Performance Logger SSAS Tabular SSAS Tools BI Development Tools SSDT BI SSRS 2016 SSRS dynamic columns SSRS PowerShell SSRS version control standards Start subscription Steve Jobs StreamInsight Strip line style Subscription Survival Tips for Using the Tabular Model Design Environment Tabular DAX Tabular Model & " Tabular Model Common Errors and Remedies Tabular Model Design Tabular Model Design Checklist Tabular Modeling Tabular models Tabular report design TechEd TechEd 2011 Sessions TechSmith Snagit Pro themes Threshold line Top values Training clsses Unconference User-related report content User authentication User prompted to login Using DAX to Solve real-World Business Scenarios Vancouver BC Vern Rabe Visualisation Visualization Visual Report Design Volunteers Weather and Climate Web.Contents Web API What About Multidimensional – Will Tabular Replace It? What are the Naming Conventions for Tabular Model Objects? What Do You Teach Non-technical Business Users About PowerPivot and Tabular Models? What’s the Best Business User Tool for Browsing & Analyzing Business Data with Tabular Models? What’s the Best IT Tool for Reporting on Tabular Models? What’s the Difference Between Calculated Columns & Measures? What’s the Difference Between PowerPivot and Tabular Models? Why Tabular? Wrox book
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