In this article we will show you, How to create and configure the Indicators in SSRS 2014. For this, We are going to use below shown report. Please refer SSRS Table Report, Data Source and Dataset articles to understand the creation of Data Source, Dataset and Table report. If you observe the below screenshot, It was a normal Table report with City, Name, Job Title, Sales Last Year and Sales Year to Date columns.
We used the Embedded Dataset for the above report and the Dataset is shown in below screenshot
SELECT [City] ,[FirstName]+' '+[LastName] AS [FullName] ,[JobTitle] ,[SalesYTD] ,[SalesLastYear] FROM [AdventureWorks2014].[Sales].[vSalesPerson]
Creating Indicators in SSRS 2014
In this example, We will create and add the Indicator on the right hand side of the Sales YTD and the Indicator should satisfy the below conditions:
- If the value of Sales YTD is less than Sales Last year then display Red Indicator.
- Anything Greater than Sales Last Year, Display Yellow Indicator.
First, Let us create an Empty column by right clicking on the Sales YTD column and select the Insert Column option and then select Right option.
Next, Drag and drop the Drop the Indicator from Toolbox to Empty column. When you drag and Drop the Indicator from Toolbox to Empty column, a new window called Select Indicator Type will be opened to select required Indicators (Directional, Symbols, Shapes and Ratings) from the available once. In this example, we are selecting Simple Shape Indicator as shown in below screenshot.
Click Ok to add Indicator to newly created empty cell. Now, we have to configure the Indicator value. First, Click on the Indicator will open the Gauge Data window.
In this example, we want to show the Indicator for Sales YTD. So, Please drag and drop or select the Sales YTD as the Indicator Value.
NOTE: Please be careful when dragging the columns to values region, if you mishandled or dropped in design area will end up in mess.
Next we have to configure the Indicator Properties so, Right Click on the Indicator will open the context menu. Please select the Indicator Properties option from it.
Once you select the Indicator Properties option, a new window will be opened to configure the indicator values. First, goto Values and State tab, you can notice the default settings of the indicator values here.
By default States Measurement Unit value is Percentage and from 0 to 33 Red Indicators, 33 to 66 Yellow Indicator and 66 to 100 Green Indicator. If you want to change the percentage values, you can replace the default value or else use the fx button for custom expressions.
In this example we want to display the indicators based on Numeric values. So, Please change the States Measurement Unit value from Percentage to Numeric as shown in below screenshot. We are also removing Green Indicator by selecting the Green and deleting it.
From the above screenshot, For the Red indicator we are fine with the Start value 0 but we have to change the End value. So, we are selecting the fx button next to End value Text box and write the following expression.
It means, If the Sales YTD value is between 0 and Sales Last Year Value then Red Indicator will be displayed.
Next, We are changing the Starting value of the Yellow indicator. By clicking the fx button next to Start value Text box and write the following expression.
Next, We are leaving the End value of a Yellow Indicator empty. It means, If the Sales YTD value is greater than Sales Last Year then Yellow Indicator will be displayed.
Click Ok to finish configuring the Indicator properties. Lets see the Report preview by clicking on preview tab
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