ActiveReports 16 .NET Edition
ActiveReports 16 User Guide / Concepts / Page Report/RDL Report Concepts / Toolbox / Chart / Plots / Column and Bar Charts / Create Stacked Percentage Bar Chart
In This Topic
    Create Stacked Percentage Bar Chart
    In This Topic

    This walkthrough creates a Stacked Percentage Bar Chart. The chart shows the net sales for each product category by sales channels. The stacked percentage bar chart displays the percentage values that each subcategory contributes within a category. The final chart appears like this:

    Stacked Percentage Bar Chart Final

    Create a Report

    In the ActiveReports Designer, create a new RDL report.

    Bind Report to Data

    The Report Data Source dialog is invoked when a new report is created if you keep the default check on for the Launch Data Source Wizard option. You can also access this dialog by right-clicking the Data Sources node in the Report Explorer and then selecting the Add Data Source option.

    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.grapecity.com/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 Validate Icon 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:  
      Query
      Copy Code
      $.value[*]
           
    3. Go to the Fields page to view the available fields and modify the Name of the [SalesAmount] field to [Net Sales].
    4. On the same page, add two calculated fields:
      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")
      Sales Channel =Switch([ChannelKey] = 1, "Store", [ChannelKey] = 2, "Online", [ChannelKey] = 3, "Catalog", [ChannelKey] = 4, "Reseller")
    5. Then, navigate to the Filters page and add a new filter value, and set its properties as below.
      Expression Operator Value
      =[ProductKey] GreaterThan 337
    6. Click OK to save the changes.

    Create a 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 Chart Wizard dialog appears with an option to select the data and the chart type.
    2. Select the Dataset Name as 'FactSales' and the Chart Type as 'Bar'.
    3. Click Next to proceed. Here, you need to specify the bar settings. We will define a data series value to display the net sales values across the horizontal axis. We will later sub-categorize the data series value to form a stack.
    4. Under Choose Data Values, add a new data value, and set its properties as below.
      Field Aggregate
      =[Net Sales] Sum
    5. In Choose Data Categories, select  =[Sales Channel] as the Field. We will add more customizations to the category in later steps.
    6. Click Next to preview your chart.
       Bar Chart Settings
      You can also modify the chart palette and do other customizations as the last step in the process of chart creation. Or, you can exit the wizard and access these smart panels as explained below.

    Set Advanced Customization

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

    Plot Settings

    1. To open the smart panel for advanced plot settings, right-click 'Plot-Plot1' on the Report Explorer and choose Property Dialog.
    2. Go to the Categories page. Here, we will sort the sales channels to display in the order of decreasing total net sales. So fill in the following settings:
      Field Settings
      Sorting field =[Net Sales]
      Sorting direction Descending
      Sorting aggregate Sum
    3. Go to the Encodings page.
    4. On the Detail tab, add a new value, and set its properties as below.
      1. Set Expression to =[Product Category] to subcategorize the net sales by product category for each sales channel.
      2. Under Grouping, set Group to 'Stack' since we want to display the subcategories stacked on top of each other.
    5. Navigate to the Color tab, add a new value and set Expression to =[Product Category] to display the legend based on the subcategories.
    6. Click OK to complete setting up the plot.

    Y-Axis

    1. To open the smart panel for advanced Y-axis settings, right-click 'Y-axis' on the Report Explorer and choose Property Dialog.
    2. Go to the Title page and remove the text from the Title field to hide the Y-axis title in the chart.        
    3. Go to the Labels page > Appearance tab and set the following properties.
      • Font > Size: 12pt
      • Font > Color: DimGray
    4. Go to the Line page and uncheck the Show Line option.
    5. Go to the Major Gridline page and set the following properties.
      • Show grid: Check-on
      • Grid appearance > Color: #cccccc 
      • Grid appearance > Width: 0.25pt
      • Grid appearance > Style: Dashed
    6. Go to the Scale page and set the Scale Type to 'Percentage'.  
    7. Click OK to complete setting up the Y-axis.

    X-Axis

    1. To open the smart panel for advanced X-axis settings, right-click 'X-axis' on the Report Explorer and choose Property Dialog.
    2. Go to the Title page and remove the text from the Title field to hide the X-axis title in the chart.
    3. Go to the Labels page > Appearance tab and set the following properties.
      • Font > Size: 12pt
      • Font > Color: DimGray
    4. Go to the Line page and set the following properties.
      • Color: #cccccc
      • Width: 2pt
    5. Click OK to complete setting up the X-axis.

    Chart Palette

    1. To open the smart panel for advanced chart settings, right-click 'Chart' on the Report Explorer and choose Property Dialog.
    2. Go to the Palette page, select Custom from the drop-down and add the following colors.
      • #f26324
      • #1fd537
      • #e40010
    3. Click OK to complete setting up the custom palette.

    Legend - Color

    1. To open the smart panel for the legend, right-click 'Legend - Color' on the Report Explorer and choose Property Dialog.
    2. Go to the Appearance page and set the following properties.
      • Font > Size: 12pt
      • Font > Color: DimGray
    3. Go to the Layout page and set the following properties.
      • Position: Top
      • Orientation: Horizontal
    4. Click OK to complete setting up the chart 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 Text to 'Sales by Channel and 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.
         Stacked Percentage Bar Chart at Design Time
      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 the preview.
    5. Once you are done with configuring and customizing the chart, press F5 to preview the report.