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SQL Server Reporting Services in Depth
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Adding a generated average to a chart


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SQL Server Reporting Services in Depth

with Simon Allardice

Video: Adding a generated average to a chart

One ability of Reporting Services that can come in very useful, particularly in column charts and line charts, is being able to add an average to this. I am looking right now at the column chart from the previous example, and it would be nice to represent an average for both of these sales numbers, just to figure out if any of the particular columns are above average or below average. Well, we can do this, and we don't even have to make any changes to the dataset. Here's how. I am going to jump back into my Design view. Now, this column chart has been defined with two sets of values, and it's important that we're going to represent an average on both of them: first an average of the sales YTD and then an average of the SalesLastYear.
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  1. 12m 6s
    1. Welcome
      1m 9s
    2. What you need to know
      1m 36s
    3. Exploring SQL Server Reporting Services components
      4m 17s
    4. Reviewing SQL Server versions
      5m 4s
  2. 49m 41s
    1. The elements of a report
      3m 10s
    2. Creating a report with Report Builder
      12m 11s
    3. Grouping table regions on a report
      6m 1s
    4. Joining data from multiple tables
      4m 33s
    5. Formatting report elements
      4m 34s
    6. Using functions in a report
      11m 0s
    7. Displaying data in a matrix
      8m 12s
  3. 24m 9s
    1. Filtering data and adding parameters to a report
      5m 35s
    2. Customizing report parameters
      5m 4s
    3. Sorting data in a data region
      4m 7s
    4. Applying interactive sorting
      4m 57s
    5. Creating a drillthrough action to connect reports
      4m 26s
  4. 49m 57s
    1. Introduction to charting in Reporting Services
      4m 16s
    2. Creating a column chart
      8m 35s
    3. Adding a generated average to a chart
      4m 5s
    4. Creating a pie chart
      8m 19s
    5. Using sparklines
      6m 38s
    6. Adding a sparkline to a drilldown matrix
      14m 34s
    7. Adding data bars
      3m 30s
  5. 21m 48s
    1. Adding indicators to a report
      7m 52s
    2. Using and configuring gauges
      5m 30s
    3. Using maps in Reporting Services
      8m 26s
  6. 38m 14s
    1. Creating modular reports with report parts
      4m 36s
    2. Adding and updating report parts
      4m 37s
    3. Using subreports and nested regions
      4m 28s
    4. Configuring headers and footers
      3m 9s
    5. Printing and exporting reports
      3m 45s
    6. Using page breaks
      5m 37s
    7. Creating and using shared data sources
      8m 11s
    8. Creating and using shared data sets
      3m 51s
  7. 27m 20s
    1. Organizing reports in Report Manager
      3m 1s
    2. Adding users and configuring report security
      5m 24s
    3. Configuring subscriptions
      5m 13s
    4. Creating a linked report
      4m 8s
    5. Using Report Designer in SQL Server Data Tools
      9m 34s
  8. 1m 2s
    1. Goodbye
      1m 2s

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SQL Server Reporting Services in Depth
3h 44m Advanced Dec 13, 2012

Viewers: in countries Watching now:

Discover how to create, manage, and deliver interactive reports—not just to print, but to dynamically explore enterprise-level data—with Reporting Services in SQL Server. In this course, author Simon Allardice concentrates on using Report Builder to build and format reports from a variety of data sources, but also shows how to perform basic administration tasks such as granting user access and organizing reports in the Report Manager. Plus, learn how to add interactive sorting and filtering functionality to your reports, and create column and pie charts to better express your data.

Note: These tutorials are applicable to both the 2008 and 2012 versions of SQL Server.

Topics include:
  • Understanding the elements of a report
  • Grouping table regions
  • Joining data from multiple tables
  • Displaying data in a matrix
  • Customizing report parameters
  • Filtering and sorting data
  • Creating charts
  • Adding sparklines and data bars
  • Creating at-a-glance reports with indicators
  • Using Maps in Reporting Services
  • Configuring report security
  • Printing and exporting reports
Subjects:
Developer Databases
Software:
SQL Server
Author:
Simon Allardice

Adding a generated average to a chart

One ability of Reporting Services that can come in very useful, particularly in column charts and line charts, is being able to add an average to this. I am looking right now at the column chart from the previous example, and it would be nice to represent an average for both of these sales numbers, just to figure out if any of the particular columns are above average or below average. Well, we can do this, and we don't even have to make any changes to the dataset. Here's how. I am going to jump back into my Design view. Now, this column chart has been defined with two sets of values, and it's important that we're going to represent an average on both of them: first an average of the sales YTD and then an average of the SalesLastYear.

Now, if you might notice here that if I click these different columns, I'm seeing different things light up and be selected, and that's actually very important with what we are about to do here, because what I'm going to do is add what's called a calculated series, and it's very sensitive to what I have selected. I am going to close down the Properties panel here, just to give myself a bit more room. I can either do this by selecting the columns themselves, though sometimes, depending on your chart, that's a little difficult to grab. But I can also do it over here, by right-clicking the values.

And the option I am looking for is Add Calculated Series. So I can get to this by right- clicking SalesYTD in the Chart Data section. I can also get to this by right- clicking, in this case, the blue bar, Add Calculated Series. Reporting Services provides us with a bunch of different formulas. Do we want a moving average. Do we want a detrended price oscillator, or rate of change? Well, actually going for something a lot more basic in that. I'm just interested in the mean. I don't want a moving average because that's much more useful over a line chart that's going across multiple months.

That's not relevant here. I really just want to know what the mean average is for all of this. So I am just going to go ahead and click OK. Again, in Design view, we are just looking at dummy data here, but we can see that it's added in that average, and even given us part of this legend over here. So, I am going to go and run. And it might not look fantastic, but this would be about right if we are trying to represent an average of the blue bars; a couple will be over it and a few will be below it. But it's now quite easy to see that Blythe, for example, is slightly above the average, where I might not have been sure a moment ago.

But I'd like to change this a little bit. So, I am going to go back into Design view, and I want to go back to that calculated series. If I click on the chart and then clicking carefully around, I should be able to highlight it, seeing that it's highlighted with the different data points, and I can right-click that calculated series itself and go into its properties. Again, we should expect to see it's calculating a mean formula. I can come down to the Legend and change that if I want to. Maybe even just change it to say Average instead. Now, we have options below for, say, Line Width.

I am going to actually move that up to 3 points. I could even change the Line style to a dashed Line. Now, it's up to you if you wanted to pick your own color for this. At the moment, what's going to happen is it's going to pick a color from the palette of the chart, in this case red. But we'll see a little later how to change the palettes anyway. But that becomes a bit more legible, certainly a bit more useful if we are comparing those. Well next, we add the second one. I wanted to also add an average for the SalesLastYear. And being very careful what I have clicked on in Design view, I can either click on the columns that represent SalesLastYear or I can come into the Chart Data section and right-click over here, add Calculated Series. Again, it's a Mean, not a Moving Average. And right now I'll come down to Border and make this also a 3- point Line width, and this can be dotted.

Click OK, and we are done! Run it. We now get a display of both averages. We get a comparison of sales year to date versus sales last year. Very easy to do, very easy to configure. I could probably do with a bit more experimenting on the visual look and feel of those lines, but this should do the trick.

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