Create Pie Chart

This walkthrough creates a Pie Chart. The chart shows how the total sales amount is divided between different product categories such as cameras, computers, cell phones, TV and video, and audio. Each slice in the chart represents the percentage values that each part of the category contributes. The final chart appears like this:

Create a Report and Bind Report to Data

In the ActiveReports Designer, create a new RDLX report and follow the New Report wizard to bind the report to data. You can also perform data binding later using the Report Data Source dialog accessed from the Report Explorer.

Connect to a Data Source

1. In the Report Data Source dialog, select the General page and enter the name of the data source.
2. Under Type, select 'Json Provider'.
3. Go to the Content tab under Connection and set the type of JSON data to 'External file or URL'.
4. In the Select or type the file name or URL field, enter the following URL:
   https://demodata.mescius.io/contoso/odata/v1/FactSales
   For more information, see the JSON Provider topic.
5. Go to the Connection String tab and verify the generated connection string by clicking the Validate DataSource
   icon.
6. Click OK to save the changes and open the DataSet dialog.

Add a Dataset

1. In the Dataset dialog, select the General page and enter the name of the dataset, 'FactSales'.

2. Go to the Query page and enter the following query to fetch the required fields:

   $.value[*]
   

3. Go to the Fields page to view the available fields. On the same page, add following calculated field:

   Name	Value
   Product Category	=Switch([ProductKey] < 116, "Audio", [ProductKey] >= 116 And [ProductKey] < 338, "TV and Video", [ProductKey] >= 338 And [ProductKey] < 944, "Computers", [ProductKey] >= 944 And [ProductKey] < 1316, "Cameras", [ProductKey] >= 1316, "Cell Phones")

4. Click OK to save the changes.

Create Basic Structure of Chart

We will use the Chart Wizard dialog to configure chart data values. The wizard appears by default if you have a dataset added to your report. See the topic on Chart Wizard for more information.

1. Drag-drop Chart data region onto the design area. The New Chart dialog appears with an option to select the query and the plot type.

2. Select the Query as the dataset name (FactSales) and the Plot Type as 'Column'.

3. Click Next to configure data values.
   Here, we will define two series values to form a cluster (or group), one column to show the 'Net Sales' and the other to show the 'Net Income'.

4. Under Configure Chart Data Values, add the following data value and click Next.
   

   Field	Aggregate	Caption
   [SalesAmount]	Sum	Sales Amount

5. In the Configure Chart Data Groupings, set the Series > Group By to [Product Category].

6. Click Next and Choose Report Colors from Theme and Style, and preview your chart.
   

Now that the basic structure of your chart is ready, let us add more meaning to the chart using the properties via the Chart Panels, Adorners, and Property Panel.

Add Customizations to Chart

Now that the chart is configured with data values, let us do some customizations on the chart elements using the smart panels.

Chart Data

1. In the Chart Data area, right-click the [Sales Amount] and from the adorner, click Edit.
2. With Series Values selected, go to Labels tab and do the following settings under Point Labels:
   Value: =Sum([SalesAmount])/Sum([SalesAmount],"Chartname")
   Format code: p2
   Text Position: Outside
   Offset: 4
3. In Styles tab, set the Label Connecting Line as follows:
   Style: Solid
   Color: #e6e6e6
   Width: 0.25
   Position: Auto
4. Click OK to complete setting up the series value.

Y-Axis

1. Go to the Title page and remove the text from the Title field to hide the axis title in the chart.
2. Go to Labels page and uncheck Show Labels to hide axis labels. We are displaying data labels instead of axis labels.
3. Go to Scale page and ensure that Scale Type is set to 'Percentage'.
4. Click OK to complete setting up the Y-axis.

Legend

1. In the Legend Data, right-click Color and from the adorner, click Edit.
2. Go to the General page and select SeriesGroups as Legend Mode.
3. Go to the Layout page and set the following properties.
   • Position: Top
   • Orientation: Horizontal
4. Click OK to complete setting up the Legend.

Chart Header

1. To open the smart panel for the chart header, right-click 'Header' on the Report Explorer and choose Property Dialog.
2. Go to the General page and set Title to 'Sales By Category'.
3. Go to the Font page and set the properties as below.
   • Size: 24pt
   • Color: #3da7a8
4. Click OK to complete setting up the chart header.
   You may want to resize the chart, change the chart palette, and customize other chart elements. Once you are done, press F5 to preview the report.

   type=note

   Note: We use stub data at design time and not real data. So to view the actual final chart, you need to view the chart on preview.