5.3 Setting the Properties For a Report

The Report > Report Properties tab displays the various report properties that you can set based on your requirements. This tab is available only when you select a report in the Navigation pane.

5.3.1 General Properties

Property

Description

Report Name

Displays the name of the report. This is a read-only option.

To edit the report name, select the report in the tree view and click Rename.

Base Report

Specifies if other reports are referring to this report or not. If this option is checked, then this report is a base report and has other reports referring to it. This is a read-only option.

Description

Allows you to specify a brief description for the report. This description is displayed beneath the report title in the Results pane.

Comments

Allows you to specify the text that you want to associate with the report.

Last Modified

Displays the last time when the report was modified in the database. This is a read-only option.

Last Modified By

Displays the name of the last person who saved the report. This is a read-only option.

View Type

Allows you to choose to display the data in a table, chart, or both, if applicable to that report.

Internal Report ID

Displays a string identifier that is internally used. This is a read-only option.

Initial Display Options

Allows you to choose the action to perform when a report is launched:

  • Always Run a New Report: Runs a new report.

  • Show Last Cached Report if Exists: Runs the last cached report if it is available.

For AppManager Templates, these options are not displayed.

5.3.2 Chart Properties

Property

Description

Chart Type

Select the graphical style of the chart, such as Bar, Column, or Pie.

(Conditional) If you select a chart type such as Column or Bar, then Column/Bar Chart Drawing Style is enabled.

(Conditional) If you select a chart type such as Pie or Doughtnut, then Pie/Doughnut Chart Drawing Style is enabled.

For information about the limitations associated with different types of charts, see Section 4.1.3, Chart Limitations.

If you change the chart type after you have created a report, you must click the Run Report option to update the changes. If you do not run the report after making changes, the chart legends might be incorrect.

Column/Bar Chart Drawing Style

Allows you to specify a drawing style for the Column or Bar chart type you selected. The default option is Cylinder.

Pie/Doughnut Chart Drawing Style

Allows you to specify a drawing style for the Pie or Doughnut chart type you selected. The default option is Soft edge.

5.3.3 Pie/Doughnut Properties

Reporting Center displays the Pie/Doughnut tab only if you selected the chart type as Pie or Doughnut.

Property

Description

Data Series Name

Specify the data series column for which you want to draw the chart.

Label Position Style

Specify if you want to place the label inside the slices or outside of the slices.

Doughnut Radius

Specify the radius of the doughnut portion in the Doughnut chart.

First Slice Start Angle

Specify the starting angle for the first slice of pie charts or for the given series.

Collect Small Slices

Select this option to specify the Collected Slice Properties. These properties allows you to display data streams that are smaller than a specified size as one slice. To separate this slice from the pie or doughnut, click Show Collected Slice as Exploded.

5.3.4 Data Series Properties

This window allows you to customize the display of all the data series in a report. Columns in a table represent individual data series. You can configure individual data series and override these global settings, or create new data series based on existing ones.

Property

Description

Border

If you choose any of the Line Chart Types (Line, Fast Line, Step Line, and Spline), use the Border Line Width and Border Line Style properties to configure the appearance of the data series. This will ensure that these charts are displayed correctly when deployed to SSRS. To set the color of the data series lines, do not use the Border Line Color option. Instead, use Predefined Data Series or Custom Data Series, then click Configure or New and click the Chart tab. Set a value for the Color option.

Empty Point Value Appearance Type

When you configure the appearance of empty points for reports that display trending data, None leaves a space between the two known values, Zero assigns a zero value to the missing data values, and Average calculates the average values and connects two known values. Use the Average setting to represent the overall trend, even when there is an interruption to the data collection. For example, when the gap is caused during routine server maintenance.

Data Marker

Specify the visual indicator to draw attention for each data point in a series.

SSRS does not support the Data Point Marker Step property. When you configure a data point step for markers on a data series, the value of the step is always 1 in SSRS, regardless of the actual value you set the Reporting Console before deploying the report. For more information, see Report Definition Language (RDL) 2008.

Sort order

Specify Ascending or Descending to order data series alphabetically in the table. Custom allows you to drag the columns to customize the order. This allows you to make the most important columns visible if the report query places them after less important data.

Predefined Data Series

You can configure the properties for a predefined Data Series. For example:

  • Change the format of the Data Series value to make it readable: Consider that the Data Series value displayed by default is 732.080815534973. You can change the format to display the value in a more readable format. For example:

    • Number: The Data Series value is displayed as 732.

    • Scientific: The Data Series value is displayed as 7.321E+002.

    • Currency: The Data Series value is displayed as $732.08.

    • Custom: If you specify the Customized Format as F3, the Data Series value is displayed a 732.081.

  • Shift the display of the Data Series from Primary Y-Axis to Secondary Y-axis: Do the following

    1. Click Report Properties > Data Series.

    2. In the Predefined Data Series pane, select the series name and click Configure.

    3. In the Configure Predefined Data Series window, click Chart.

    4. In the Y-Axis Affinity pane, select Secondary Y-Axis.

    5. Click OK twice.

  • Link Drill-Down reports: For more information about linking Drill-Down reports, see Section 4.2, Using Linked Reports.

Custom Data Series

Create new data series based on existing ones. You can set one data series as the standard, against which you compare other data series. For example, if you have a Stacked Column chart type, you can configure the standard data series with the Line chart type in order to compare the other data series to it. By configuring one data series in a report differently than the others, you obtain a contrasting visual presentation of a particular category or value. You can also create a new column based on an existing one, modify it to manipulate the data a particular way, and then layer the new column over your chart for easy reference.

5.3.5 Axes Properties

This window allows you to customize the display of labels, text, colors, and cursors on the X- and Y-axes. Clicking Configure for a specific axis displays properties specific to that axis. The primary Y-axis is always displayed on the left side of the chart, and the secondary Y-axis on the right. In the table, the column name of the secondary Y-axis is italicized.

5.3.6 Title Properties

This window allows you to configure the display of the chart title. You can place the title in a number of positions on the report using different fonts and text effects. For the title color, the default is to use the current skin to keep it consistent with the rest of chart.

Property

Description

Docking

Select the placement of the title relative to the chart. This property is used in conjunction with the Alignment property. The default option is Top.

Orientation

Select the orientation of title. The default option is Auto that allows Reporting Center to choose the best suited orientation.

Alignment

Select the placement of the title relative to the Docking property value.

Color

Select the color for the title. By default, the Use Current Skin option is selected to keep the title color consistent with the rest of chart.

Font

Select the font in which you want to display the title.

Text Style

Select the style such as shadow or emboss in which you want to display the title.

5.3.7 Legend Properties

This window allows you to configure the display of the chart legend. You can place the legend in a number of positions on the report, using different fonts and colors. To experiment with the legend settings, choose the settings and click Apply. This allows you to view the changes in the report without closing the Report Properties window and without saving changes.

Property

Description

Style

Select Column, Row, or Table to specify how the legend text is ordered.

Docking

Select the placement of the legend relative to the chart. This property is used in conjunction with the Alignment property.

Alignment

Select the placement of the legend relative to the Docking property value.

Border

Select the appropriate values for the border line width, style, and color.

Text Color

Select the color for the legend text. By default, the Use Current Skin option is selected to keep the legend text color consistent with the rest of chart.

Font

Select the font in which you want to display the legend.

Auto Fit Text

Resizes the chart and the legend according to the Docking and Alignment settings you configured. This option is selected by default.

5.3.8 Label Properties

This window allows you to configure the labels on data points in a chart. As you configure these settings, use the Apply button to view the changes to the labels without closing the Report Properties window and without saving the changes. You might need to experiment with the position and properties of the data point labels and callouts in order to create the most useful, readable chart.

5.3.9 3-Dimensional Properties

This window allows you to customize the display of three-dimensional charts. You can rotate the chart by setting the values in this window or by using your mouse or keyboard. When you use your mouse or keyboard, Reporting Center updates this window with the exact angles of the chart.

Property

Description

Light Style

Select the style in which the 3D chart components are shaded.

Horizontal Axes Rotation Angle

Determines the rotation (-180 to 180) of the chart around its X-axis. A positive value rotates the chart in a counterclockwise direction.

Vertical Axes Rotation Angle

Determines the rotation (-90 to 90) of the chart around its Y-axis. A positive value rotates the chart in a clockwise direction.

Perspective (Percent)

Specify a numerical value (from 0 to 100) that represents the perspective of the chart. The higher the value, the greater the angle of perspective (background to foreground).

Isometric Projection

Specifies whether the X-axis and Y-axis are rendered at right angles. When you select this, it overrides the Perspective property.

Point Depth

Specify a numerical value (from 0 to 1000) that represents the depth of chart of the Z axis. Applies to bar, column, line, pie, and spline charts.

5.3.10 Threshold Properties

This window allows you to configure thresholds for a report, which graphically represent values that exceed or fall below a specified value, or are between two specified values. Reporting Center displays thresholds in the color you select. For example, you can visually track sales figures that rise above a certain threshold, or track the CPU usage of under-performing servers. Ensure that you enable this property to configure it.

You can display the threshold color on both the chart and table, or on either one. Both the Reporting Console and SQL Server Reporting Services displays the threshold as you configure it in this window. Threshold values are based on the primary or secondary Y-axes. You set threshold values for one Y-axis at a time, since primary and secondary Y-axes have different scales.

Choosing a Custom threshold type allows you to build an expression that displays more complex threshold conditions that can include threshold values for more than one data series. For example: [data series 1 name] > 190 AND [data series 2 name] < 210

5.3.11 Data Record Limit

This window allows you to determine the number of rows Reporting Center displays in a report. Using this property, you can make the report more readable, and include only the information your audience needs. This is especially useful when creating dashboard reports, in which you want to present a snapshot of the data.

5.3.12 Related Reports

This window allows you to create a list of linked reports for a report. When you run the report, you can view the list of its related reports in Tasks > Related Reports tab.