A Pyramid Chart in SSRS is very helpful to visualize the Data in staging (data at each stage). For example, we can use Pyramid Charts to visualize the Wastage percent, or production cost, or a number of resources we used in each stage 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 SQL Server Reporting Services with an example.
For this example, we are going to write the Custom SQL Query against the SQL Server Data Source, and the query that we are going to use for this report is:
-- 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 Pyramid Chart to display the Sales amount by the Product Color. Below screenshot will show you the Data Source and Dataset we used for this Pyramid Chart Report.
In SSRS report design, we can add a Pyramid 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 the required chart from the available once. For this example, we are selecting Pyramid Chart as shown in below screenshot.
Once you click on Ok button, Pyramid chart will be displayed in the design region with dummy data.
Click on the empty space around the 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). 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 your Pyramid Chart.
As we said before, In this example we will create a Pyramid chart for Sales by Product colour. So, Drag and drop the Sales Amount column from dataset to chart data values and Product Color 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 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 as we shown below.
Click on the Preview button to see the Pyramid Chart in SSRS report preview.
Now you can see the Sale difference between each colour.
Change SSRS Pyramid Chart Title
To change the Pyramid 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 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 as shown in below screenshot
Click on the Preview button to see the report preview.
Show Legend Title of a Pyramid 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 Product Colors
Format Legend Position, and Font of a Pyramid 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 as we shown below.
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 changing 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 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 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 colour by selecting the Palette property as shown in below image
Here we selected the palette colour to Default. Remember, If you don’t like the palette colours then you can select the Custom option, and choose the colours as you can wish.
Click preview tab to see the report preview
Change the Pyramid Chart in SSRS
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 Chart Type from the 2D Pyramid to 3D Pyramid
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