A Pyramid Chart in SSRS is beneficial to visualize the Data in staging (data at each stage). For example, we can use SSRS Pyramid Charts to visualize the Wastage percent, production cost, or the number of resources we used in each step of our product development.
In this article, we will show you how to create an SSRS Pyramid Chart, change the Pyramid Chart Title, Legend Title, Legend Position, Pyramid Chart Font, Chart Model, Pallet, and Display Data Labels on Pyramid Chart in SSRS or SQL Server Reporting Services with an example.
For this SSRS Pyramid Chart example, we used Custom SQL query
-- SQL Query that we use in SSRS Pyramid Chart
SELECT Geo.EnglishCountryRegionName AS Country,
Geo.StateProvinceName AS State,
Geo.City,
Prod.EnglishProductName AS ProductName,
Prod.Color,
Fact.OrderQuantity,
Fact.TotalProductCost,
Fact.SalesAmount,
Fact.TaxAmt,
Fact.[Freight]
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 Pyramid Chart in SSRS
In this example, we are going to create a Pyramid Chart to display the Sales amount by the Product Color. And the Data Source and Dataset we used for this Pyramid Chart Report is:
We can add a Pyramid chart by dragging the Chart property from the SSRS Toolbox to Design space. Or right-click on the report designer and select the Insert -> Chart option.
Selecting the Chart option opens the Select Chart Type window. For this example, we are choosing the Pyramid Chart.
Once you click on the Ok button, the Pyramid chart will show on the design region with dummy data.
Click on the empty space around the SSRS Pyramid Chart will open the Chart Data window
- Values: Any Numeric (Metric) value such as Total Sales, sales amount, Number of Customers, Tax etc. All these values will be aggregated using an aggregate function (Sum, Count etc). Because we are grouping them with the category group items.
- Category Group: Please specify the Column name on which you want to partition your Pyramid Chart.
As we said before, In this example, we create a Pyramid chart for Sales by Product colour. So, Drag and drop the Sales Amount from dataset to chart data values, and Product Color in the category group.
Click on the Preview button to see the report preview.
If you observe the above screenshot, we are unable to identify the difference between Sales of Multi-color products, and NA. To resolve these situations, We have to use the Data Labels.
Add Data Labels to Pyramid Chart in SSRS
Right-click on the Pyramid chart, and select the Show Data Labels option from the context menu to show the values
Next, we are formatting the Font, and changing the Number format from Default to Currency.
Click on the Preview button to see the Pyramid Chart in SSRS report preview.
Now you can see the Sale difference between each color.
Change SSRS Pyramid Chart Title
To change the Pyramid Chart title, Please select the Chart title region, and change the title. Here we are changing as Pyramid Chart for Sales By Color because the report is displaying the same
Format SSRS Pyramid Chart Title Font
Please select the Chart title region, and right-click on it will open the context menu. From the menu, please select the Title Properties option.
Next, Within the Font tab, we can change the Font Size, Font Family, Font Style, and Color of a Pyramid Chart Title. Here we are changing the Font to Cambria, Font size to 14pt, and colour to Navy Blue
Click on the Preview button to see the report preview.
Show Legend Title of a Pyramid Chart in SSRS
To display the Legend title, select the Legend region, and right-click on it will open the context menu. From the context menu, please select the Show Legend Title option.
Please rename the Legend title as per your requirement. Here we will name it as Product Colors
Format Legend Position, and Font of a Pyramid Chart in SSRS
To format the Legend region, select Legend Properties opti
It will open a new window called the Legend Properties Window. Within the General Tab, we have an option called Legend Position. You can change the Legend Position by changing the dot positions.
For now, we are changing the position from the Default right corner to the left corner.
Next, Within the Font tab, we can change the Font Size, Font Family, Font Style and Color of a Pyramid Chart Legend as shown in below screenshot
As you can see, we changed the Font to Cambria, and Font size to 12 pt
Click the Ok button to close the Properties window, and hit the preview tab to see the SSRS Pyramid Chart report preview
Change the Palette of a Pyramid Chart in SSRS
We can also change the default Pyramid Chart Colors or chart Palette in SSRS. First, select the Chart and go to properties. Change the palette color by choosing the Palette property
Here we decided the palette color to Default. Remember, If you don’t like the palette colors, then you can select the Custom option, and choose the colors as you can wish.
Click on the Pyramid chart preview tab to see the report preview
Change the Pyramid Chart
SSRS allows us to change the chart type even after creating the Pyramid chart. To do so First, select the Pyramid 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 a new window called Select Chart Type to select the change. Here we are selecting the 3D Pyramid chart
Click on the preview tab to see the report preview
From the above screenshot, you can observe that We successfully changed the SSRS Chart Type from the 2D Pyramid to 3D Pyramid chart