A Funnel Chart in SSRS is useful to visualize the Data in stage wise. For example, we can use Funnel Charts to visualize the number of resources we used in each stage of our product development, or Wastage percent ,or production cost. In this article we will show you, How to create a SSRS Funnel Chart, change the Funnel Chart Title, Legend Position, Legend Title, Funnel Chart Font, Funnel Chart Model, Pallet, and Display Data Labels on Funnel Chart in SQL Server Reporting Services 2014 with example.
For this we are going to write the Custom SQL Query against the SQL Server Data Source and, the custom SQL query we are going to use for this report is:
-- SQL Query that we use in SSRS Funnel Chart
SELECT Geo.EnglishCountryRegionName AS Country,
Geo.StateProvinceName AS State,
Prod.EnglishProductName AS ProductName,
FROM DimProduct AS Prod
INNER JOIN FactInternetSales AS Fact
ON Prod.ProductKey = Fact.ProductKey
INNER JOIN DimSalesTerritory AS Terry
ON Terry.[SalesTerritoryKey] = Fact.[SalesTerritoryKey]
INNER JOIN DimGeography AS Geo
ON Geo.[SalesTerritoryKey] = Terry.[SalesTerritoryKey]
Create a Funnel Chart in SSRS
In this example, we are going to create Funnel Chart to display the Sales amount according to countries. Below screenshot will show you the, Data Source and Dataset we used for this Funnel Chart Report.
In SSRS report design, w can add a Funnel chart by dragging the Chart property from the SSRS Toolbox to Design space, or we can simply right click on the report designer to open the context menu. From the context menu, please select the Insert -> Chart option as we shown below.
Once you select the Chart option, a new window called Select Chart Type will be opened to select required chart from the available once. For this example, we are selecting Funnel Chart as shown in below screenshot.
Once you click on Ok button, Funnel chart will be displayed in design region with dummy data.
Click on the empty space around the Funnel Chart will open the Chart Data window
- Values: Any Numeric (Metric) value such as Total Sales, sales amount, Tax, Customer count etc. All these values will be aggregated using aggregate function (Sum, Count etc). This is because we are grouping them with the category group items.
- Category Group: Please specify the Column name on which you want to partition you Funnel Chart.
As we said before, In this example we will create Funnel chart for Sales by country so, Drag and drop the Sales Amount column from data set to chart data values and Country Name in category group.
NOTE: Please be careful when dragging the columns to values region, if you mishandled or dropped in design area will end up in mess.
Click on the Preview button to see the report preview.
If you observe the above screenshot, It is providing perfect result but we are unable to identify the difference between Sales in Germany, and Sales in France. To resolve these situations, We have to use the Data Labels.
Add Data Labels to Funnel Chart in SSRS
Right click on the Funnel chart, and select the Show Data Labels option from the context menu to show the values
Click on the Preview button to see the Funnel Chart in SSRS report preview.
Now you can see the Sale difference between two regions.
Change SSRS Funnel Chart Title
To change the Chart title, Please select the Chart title region as we shown in below screenshot,and change the title as per your requirement. Here we are changing as Sales By Country because the report is displaying the same
Format SSRS Funnel Chart Title Font
Please select the Chart title region, and right-click on it will open the context menu. From the menu, please select Title Properties option.
Next, Within the Font tab we can change the Font Size, Font Family, Font Style and Color. As you can see from the below screenshot, Here we are changing the Font to Century Gothic, and Font size to 14 pt
Show Legend Title of a Funnel Chart in SSRS
To display the Legend title, Please select the Legend region and right-click on it will open the context menu. From the context menu, please select Show Legend Title option as we shown in below screenshot.
Please rename the Legend title as per your requirement. Here we will name it as Countries
Format Legend Position, and Font of a Funnel Chart in SSRS
To format the Legend region, Please Select the Legend region and right-click on it will open the context menu. From the menu, please select Legend Properties option.
This will open a new window called the Legend Properties Window. Within the General Tab we have an option called Legend Position as shown in below screenshot. You can change the Legend Position by select the dot positions. For now we are changing the position from default right corner to Left corner.
Next, Within the Font tab we can change the Font Size, Font Family, Font Style and Color of a Funnel Chart Legend as shown in below screenshot
As you can see, we changed the Font to Century Gothic, and Font size to 10 pt
Click Ok button to close the Properties window, and hit the preview tab to see the report preview
Change the Palette of a Funnel Chart in SSRS
We can also Change the default Funnel Chart Colors, or chart Palette in SSRS. First select the Chart and go to properties. Change the palette color by selecting the Palette property as shown in below image
Here we selected the palette color to Excel
Click preview tab to see the report preview
Change the Funnel Chart in SSRS
SSRS allows us to change the chart type even after creating the chart. To do so First, select the Funnel chart and right-click on it will open the context menu. Please select the Change Chart Type… option from the context menu
Once you select the Change Chart Type… option, it will open new window called Select Chart Type to select the change. Here we are selecting the 3D Funnel chart
Click on the preview tab to see the report preview
From the above screenshot you can observe that, We successfully changed the Chart Type from two dimensional funnel to 3D
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