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Adding charts to reports

From: SQL Server 2008 Essential Training

Video: Adding charts to reports

If you want to get even more graphical, we can add a chart to our reports. Now I'm going to add a chart. This can either come before our table here or afterwards. I'm going to put it afterwards. I'll click Insert and then if you notice, we have a Chart option here. We can directly insert it and then format it, or the Chart Wizard will help us through some of that. So the question is, is the data that we want on the chart already in the data set, and let's say for our purposes it will be. What I'm going to do is show a bar chart of the sales that we've made based on the Region or the Province that we've done it in.

Adding charts to reports

If you want to get even more graphical, we can add a chart to our reports. Now I'm going to add a chart. This can either come before our table here or afterwards. I'm going to put it afterwards. I'll click Insert and then if you notice, we have a Chart option here. We can directly insert it and then format it, or the Chart Wizard will help us through some of that. So the question is, is the data that we want on the chart already in the data set, and let's say for our purposes it will be. What I'm going to do is show a bar chart of the sales that we've made based on the Region or the Province that we've done it in.

I'm going to click Next, and it will ask is it a Column, is it a Line, is it a Pie, and this of course is going to be a choice that you'll make more based on what the data actually is and how many data points you're expecting to have. The best thing is just experiment with these. Try several different ones. I'm going to pick a Column to begin with, and click Next. What it's telling me is there are my available fields and I can give it Categories and Values and a Series that read up at the top. What it's telling you is a field in the Categories list is displayed on the x-axis.

A field in the Values list shows aggregated data on the y-axis and it'll take care of aggregating or grouping it together. I'm not going to bother creating a new series in the chart, what I want is for the StateProvince to be in the Categories section across the x-axis and then I'm going to have the TotalDue aggregated in the y-axis. I'll click Next, then it gives me the same choice I got for the table, what style would you like. I think we chose Slate for the last one, so I'll choose it for this one and click Finish.

And the Chart is inserted, although it's kind of overlapping my table, and it looks as if I was going to drag it below that I'd kind of drag it off the bottom of the screen. But I don't have to worry about that. If I just keep dragging it down, what you'll find is the page itself will expand, even expanding the footer here. So what I really need to do is just drag it to underneath my table, because the table itself will expand. Now I'll drag it wide to fit the width of the page and that should do.

I can come in and give it a Chart Title. Let's call it Sales By Region. Now we've got the Axis Titles that we could do here, which is let's say Dollars Amount and the region across the bottom. And let's try this. Click Run. We get our normal part of the report coming back. These are what have listed by the States and Provinces. We are across multiple countries, so it can end up being a little weird. So we are obviously getting places like England as the country and then California is the state, but that's all based on how your database is setup.

If I come down, what I can actually see is here's the chart and it appears that we've got California with the certain amount. Notice that if I move my mouse over the top of it, I'll actually get that amount and same with England. In this case, it's aggregating the TotalDue up and then showing lesser amounts as well for Colorado, Nevada, and New Mexico and Utah. So, very easy process of adding a chart. If you select the chart in your Design view, you will find that it itself has a lot of properties that you can start to mess around with.

Any of the individual bars can be affected. When you select these you'll also find again the little pop-up menu here that would allow you to jump back in and change more of the properties of the chart itself. Again, your choice of what kind of job that you're going to insert is really going to be much more based on the available data that you have, but the process for adding them is the same as this.

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This video is part of

Image for SQL Server 2008 Essential Training
SQL Server 2008 Essential Training

74 video lessons · 36687 viewers

Simon Allardice
Author

 
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  1. 2m 21s
    1. Welcome
      1m 19s
    2. Using the exercise files
      1m 2s
  2. 17m 58s
    1. SQL Server core concepts
      9m 4s
    2. SQL Server editions
      3m 8s
    3. Applications included with SQL Server
      5m 46s
  3. 26m 1s
    1. Preparing for installation
      3m 44s
    2. Creating service accounts
      2m 33s
    3. Installing SQL Server
      11m 42s
    4. Post-installation checks
      3m 9s
    5. Installing sample databases
      4m 53s
  4. 13m 35s
    1. Introduction to SQL Server Management Studio
      8m 7s
    2. Introduction to SQL Server Books Online
      3m 6s
    3. SQL Server system databases
      2m 22s
  5. 1h 26m
    1. Planning your database
      9m 39s
    2. Creating a SQL Server database
      4m 7s
    3. Creating tables
      7m 51s
    4. Data types in SQL Server
      12m 25s
    5. Defining keys
      8m 9s
    6. Creating default values
      4m 39s
    7. Creating check constraints
      2m 25s
    8. Creating unique constraints
      4m 34s
    9. Introduction to relationships and foreign keys
      9m 51s
    10. Creating relationships in SQL Server Management Studio
      8m 14s
    11. Database normalization
      11m 47s
    12. Creating computed columns
      3m 10s
  6. 23m 11s
    1. Using the SQL Server Import and Export Wizard
      3m 58s
    2. Importing Excel files into SQL Server
      6m 11s
    3. Importing CSV files into SQL Server
      5m 27s
    4. Importing Access databases into SQL Server
      7m 35s
  7. 55m 29s
    1. Introduction to Transact-SQL
      3m 43s
    2. Using SELECT statements
      7m 16s
    3. Changing the default database
      2m 21s
    4. Creating conditions in SQL
      8m 10s
    5. Sorting your output
      3m 23s
    6. Using aggregate functions
      7m 12s
    7. Finding unique values
      2m 14s
    8. Joining multiple tables together
      8m 0s
    9. Using subqueries
      9m 33s
    10. Viewing execution plans
      3m 37s
  8. 19m 36s
    1. Writing INSERT statements
      5m 47s
    2. Writing UPDATE statements
      4m 38s
    3. Writing DELETE statements
      2m 54s
    4. Using the OUTPUT clause to return inserted keys and GUIDs
      6m 17s
  9. 32m 52s
    1. Introduction to SQL functions
      6m 26s
    2. Using SQL configuration functions
      2m 14s
    3. Using string functions
      7m 26s
    4. Using date functions
      6m 27s
    5. Creating user-defined functions
      10m 19s
  10. 28m 46s
    1. Introduction to stored procedures
      4m 23s
    2. Creating stored procedures
      11m 23s
    3. Introducing transactions
      4m 23s
    4. Creating transactions
      8m 37s
  11. 16m 39s
    1. Understanding and creating indexes
      6m 32s
    2. Monitoring and rebuilding indexes
      6m 0s
    3. Monitoring database size and integrity
      4m 7s
  12. 11m 41s
    1. Creating backups
      4m 21s
    2. Creating differential backups and using backup compression
      3m 40s
    3. Restoring databases
      3m 40s
  13. 17m 40s
    1. Introduction to SQL Server security and permissions
      5m 54s
    2. Adding a Windows user to the database
      5m 7s
    3. Creating SQL Server logins and switching authentication modes
      6m 39s
  14. 36m 41s
    1. Introduction to SQL Server Reporting Services
      2m 52s
    2. Connecting to the Report Manager
      4m 29s
    3. Using Report Builder
      12m 4s
    4. Formatting values in reports
      4m 17s
    5. Adding indicators to reports
      5m 11s
    6. Adding charts to reports
      3m 54s
    7. Working with report security
      3m 54s
  15. 24m 41s
    1. Introduction to SQL Server Integration Services (SSIS)
      1m 57s
    2. Using Business Intelligence Development Studio (BIDS)
      6m 59s
    3. Creating and executing a simple SSIS package
      7m 35s
    4. Importing packages into SQL Server Management Studio
      3m 21s
    5. Scheduling jobs with SQL Server Agent
      4m 49s
  16. 31s
    1. Goodbye
      31s

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