Lab 24 :- Bar chart, Gauge and Indicators.(SSRS)

MSBI Step by Step Training Lab 24 :- Bar chart, Gauge and Indicators.(SSRS)
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In this video we will understand what are the different graphical components in SSRS and how to configure them.

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So till now, whatever reports we have made in SSRS, all the reports are displaying the data textually actually means, you know, they are either displaying in the format of a grid or in the format of labels. So all the data is displayed textually but a lot of times when a business wants to display data in a graphical format, for example, showing it in a chart, like a bar chart or a pie chart, showing it, you know, using some kind of a god meter using some kind of indicators, you know, saying that, Okay, good, bad or ugly, right. So in other words, a business wants to display data using some kind of graphical components. So from that perspective, I'm going to go and cover three important components here. The first one is the chart component, which is this which helps you to display your data in using the bar chart and pie chart.

Then we have something called as the god so God helps you to To display the data using a god radial gorge. And the final one is an indicator, you know, which says that okay, how is the progress at this moment is good, bad. Nice, you know. So we're going to go and talk about these three graphical components chart gorge an indicator. So let us go ahead and add a report. And because this is going to be a graphical report, we need to go and create from scratch, right.

So I'm going to go and add a new item here and I'm going to go and click on report and I will say that okay this is a graphical report graphical report okay. And let us first start with simple chart components. So, let us go to the toolbox view toolbox and over here, let us first start From the chart component, now the time I drag and drop the chart component, he says that so what kind of chart is this? Is this a bar chart? Is this a line chart? Is this a pie chart?

Right? So I will let us start with the simple one. So I'll say it's a bar chart. The next thing is is that okay? And where is the data source? You know, where is the SQL Server, the connection string?

So I'm going to go here and say okay, new and I will just create the data source here, which will help me to point towards the table towards the SQL Server right. And let us go to the query designers and let us go and fetch data. Now on this bar chart. You know, let us say we want to display that as per country, what is a sales so we want to create a very simple bar chart where we want to display the country and homeless sales for that particular country in a bar chart. format, okay. So in other words what we need to fetch now, we need to fetch data which is having the customer amount and the country name right.

So, there you can see my query designer is getting loaded. So let us right click on this. Remember for a good msbi developer, it is very important to know good SQL. So again, I repeat, please go to SQL Server questions and answers video series. And we have SQL videos that you know which talks about INNER JOIN left join, right join union union all so good msbi developer knows very good SQL. Okay.

So, so I'm going to go and add the fact customers. Also, I will go and add the country dimension. So I will add the country dimension as well. Great. And let us make a join between the country ID and the country ID underscore fk so we want the country name from here. And we want the customer amount from you okay and I will just say okay so that we are getting the necessary data I will say okay and that it is right.

So, now so this is my job component here and also I have my data source my data set which has a country name and amount and I want to display a very very simple a bar chart here in a wherein I would like to display on the y axis the seals and on the x axis I would like to go and display the country name, okay. So, let us right click on this Okay, the time you click on this forget about right click even if you click on this, you can see that it pops up a very nice a box here a dialog box here let me close all of these too many things that right? So you can see it pops up a dialog box here and it says that Okay, so tell me first thing What is the aggregated value you want to display?

So I will say okay, so let me go back to my report data. Remember the report data comes from this report data toolbox right? So over here I'll say okay I want to display the customer amount and it is a summation you can see this sum which has been checked okay in case you want to display other aggregate functions, you know, there are max mean and count etc. But at this moment, yes, I want to display the total sales and the group is and you would like to group as per country name. Right. So I would want put in the group the country name.

And now let us go and do a preview. So I'm going to go and click on preview and hope that we are able to see our bar chart with the country name and the amount and that you can see the chart displayed so you can see that this is India, Nepal, US Accordingly, you can see the values getting displayed here. Also, you can see this legend name here is customer amount. So how about going and changing this? So, how about going and changing this to sales per country? Right?

So, legend and let us put a text you're saying sales by country, okay? And I'll say okay. So, that makes more sense and also must be I can just say your country by sales you know, so I can also go and change the chart title and so on. So country wise sales, right. Good. So if I do a preview, I should be able to see the updated legend and outdated text.

Now what I want to do is, one is yes, I can go and see the sales as per the country. Also, how about I would like to also see the number of people If that has happened means in other words, I will say okay, the sales for India is let's say $1,000 and how much sales has happened three sales or two sales right? So, let me click on Preview. So, in other words, what I mean is sticking time to load slow, okay. So what I mean is, one is we are seeing the total number of sales, right? That is the amount.

And also I would like to see the number of sales means right at the site down below here. If I can see, okay, India made a total sales of $1,000. And we sold to three customers, Nepal sold, let's say $2,000 of total sales, he made two customers. So I want I would like to get the number of sales made also right. So for that, what I can do is if I want to show two data on the same chart, right, what I can do is I can go and again, click on this and I can see okay, one value we are seeing is the customer amount. The other value I would like to see is the count of the country name, right.

So if I do that, and if I do a preview, I should see now two bar charts. One is for the total sales, and one is for the number of sales. You can see now the number of sales are so less, you know, we have to literally zoom in so I'm going to go and make a 500% zoom and that is too much. Let me make it 200%. So, if you see over here, this blue sign here is the sales per country and this country name you know, I have not upgraded the legend is the count you can see the small yellow bar here down below, which indicates the count of the seals. Now you can see that one thing what we are seeing here is that you know, because these bars are so big right relatively, the other bars are not seen at all.

So what I would like to do is I would like to go and show both of these charts in different different What do you call different different paints, you know, in other words, I want to see both the data but I would like to see them in different different panes. So what I can do is I can go back here, I'll go to design. So in order to display the both the data into different bar charts, we need to go and add a new area. So, go to the chart and say add a new chart area, the time we do that, what he does is he goes in he adds an area just down below the chart. So if you see there is a second area which has been added, so this is the first area the default and this one is the second. So now what I can do is I can go to the customer amount here and I can say that please display this in the default area and that is right.

And the other one right the country name that means the total count of sales, right? I would like to go and display it in the other area. So I would like to go and say display this In the secondary area, okay good. And also we would like to go and change this legends over here, I would like to name this as total sales. So, what I can do is I can right click on this and go to the legend properties or series properties and over here I can go to legend and I will say that this is number of number of seats okay. And I will save this and let us go and do a preview.

So now there you can see we have a very clear graph here. So, on the top we are seeing sales per country. And in the bottom graph we are seeing number of sales. And now the number of sales is clearly visible because, you know, we have put them into a different graph. If you remember in the first place, then both of these graphs were displayed in the same in the same axis because of the value this ello region was not seen at all right. So this makes things more clear and good.

Great. So, also very quickly these access titles also you can change for example over here you can probably put it as country name right. So, again just for clarity sake you can always go and change these values as well. So, this is again country name and and this axis over here you know what you see is actually sales right and this axis here is number of number of seats Okay. So now with this you know, you will get a more clear x and y axis display as well right. So, I've clicked on the preview so you can see now the graph is much clearer so this the top bar is a bar chart is showing the sales per country and the bottom bar chart is showing number of sales for the country.

Great The second kind of visual component which we are going to discuss in this lab is the garbage a garbage display is nothing but it displays a single value it displays a single value against some kind of a goal okay means what? So, let me go ahead and drag and drop this scourge meter over here and let us see what it is. So, you can see now, there are different kinds of meters one is a radial one and the other one is a linear one. So, let us take the radial one and we will see okay. So, you can see the gods meter over here. So, God meter is nothing but in a variable say that okay the goal is to reach hundred and at this moment you have reached 40 must be so that's what kind of display a God's meter gives.

So, what we will do is let us say that the total sales we expect is to be 50,000 and let us see that how much we have reached. So, for that again for The Guardian We definitely again need the SQL. So let's go to report data here always remember SQL connections everything is provided in the report data right. So, over here, let me go and create a new data set must be. So, I'm going to go and create a new data set in this I will get the total sum of the sales till now right. So, that is go here and I will say use this embedded data source what I have I will go to the query designer right.

So, let us go to the query designer and let us add a table. So, let us add the fact table here fact customer and I would like to just take the complete customer amount, so, I would like to take the sum of the customer amount, right. So, total sales right. So, this total sales at this moment is whatever for example, Whatever is the total sales here, right? And we say that our goal is to reach 50,000. Okay?

So I'm going to say, Okay, I'm going to say okay, right there it is the total sales. Now let us click on this God meter, it says that So tell me, where is your cost data. So my gosh, data is this. So I'm going to go and drag and drop this coach data over here, right? And I will say that my target is, so I'm going to go to my scale properties. So I've given the data and I will say that I want to reach the target of 50,000.

So you can see now I've said that my target is 50,000 and the total sum sales are given in the course data. So if I now do a preview, let us see that what kind of a display we are getting. So we can see over here now he's saying that the target is 50,000. But you have reached approximately 4000. Right? So a gorge report actually gives you an idea of what is your current status and what is a goal you want to reach The third kind of graphical component is the indicator which we would like to discuss.

So, what is the indicator indicator? Actually, you know whatever values you have you can say that this range of values belongs to what state means, for example, you can say that okay if the sales is between zero to 1000 it is a bad sale if it is between thousand to 2000 it is okay sale if it is 2000 to 10,000 it is a great sales right. So, in other words you know indicators normally have a range and for that range you know there is a status given status like uptrend must be a like a like a reading star or must be like green ello red, so, status is actually are mapped to a range of values. So, what I will do is let us take the rating status here. So, we have three kinds of ratings here a bad rating okay rating and a good rating right and let us do okay and to this now.

Let us go Assign our total sales so I'm going to go to the report data here. So I'm going to say view and I will say report data and let us give the total sales as the value right. So you can see here I'm giving the total sum of sales as the value and now I can right click on this and I can go to the indicator properties and over here I can go and say that okay for which range what is the status? So over here I will say okay if the sale is from zero to 1000, it is a bad sale. If the sale is between from thousand to let us say 10,000 it is a okay okay sale right. And if it is between 10,000 hundred hundred thousand to let us say 30,000 It's a great sales right.

So, let us do okay and let us see the preview. So you can see that the total sales is actually 4000 which means it is okay sale it is between 1010 thousand. So that's why you can see it is showing me that half star over here. And if it was about 10,000 to 20,000, it would have shown me a full star. So, these are three important graphical components you know, which will help you to make your report. Awesome.

It will it will give a very nice user experience. So first one is a chart component. The second one is a god meter. And the last one is the indicator. So I hope that you enjoyed this video. In this video we were seeing that what are the different graphical components available in SSRS?

And how to configure them. Thank you so much.

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