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Add Data Bar in Sales Report

Create Sales Indicator Report Using Data bar

Data bars are small, simple charts that can be used to compare things between different groups or to track changes over time. They convey a lot of information in a little space, and are mostly used in tables and matrices. With data bars, it’s easy to make your tabular data a lot more visual, and thus easier to interpret. They have limited functionality compared to traditional charts. Despite that, they can be more informative than other chart types based on their simplicity.

Since version 2.1.14, Bold Report Designer provides a data bar report item. In this blog post, we will see how to add and design data bar report item in a sales report. To design and visualize the data comparison, first we must embed the required data in the Bold Report Designer. Later, we will bind and customize the data in the data bar report item to achieve the sales indicator report design. You can try out the report designed in this blog on our Bold Report Designer demo site.

Create data set

Create a data set to bind the required data to the data bar report item. Use the following sample query to recreate the report designed for this blog. This sample query runs against the AdventureWorks2016 sample database.

SELECT PC.Name AS ProdCat, PS.Name AS SubCat,
 DATEPART (yy, SOH.OrderDate) AS OrderYear,
'Q' + DATENAME (qq, SOH.OrderDate) AS OrderQtr,
 SUM (SOD.UnitPrice * SOD.OrderQty) AS Sales
FROM Production.ProductSubcategory PS 
INNER JOIN Sales.SalesOrderHeader SOH
INNER JOIN Sales.SalesOrderDetail SOD ON SOH.SalesOrderID = SOD.SalesOrderID 
INNER JOIN Production.Product P ON 
SOD.ProductID = P.ProductID ON 
PS.ProductSubcategoryID = P.ProductSubcategoryID
INNER JOIN Production.ProductCategory PC ON
PS.ProductCategoryID = PC.ProductCategoryID
GROUP BY DATEPART (yy, SOH.OrderDate), PC.Name, PS.Name,
'Q' + DATENAME (qq, SOH.OrderDate), PS.ProductSubcategoryID

Add a data bar to the report

  1. You can find the Data Bar report item under the KPI category in the widget panel.

    Data Bar report item listed in the widet panel
    Data Bar report item listed in the widet panel
  2. Drag and drop a Data Bar report item into a table cell and resize it according to your layout.

    Drag and drop a data bar into a table cell
    Drag and drop a data bar into a table cell

Assign data

  1. In the configuration panel, switch to the Data tab.

    Data assign panel
    Data assign panel
  2. In this example, we want to show the sales amount in data bars. So, drag and drop the Sales field into the Y-Value(s)

    Configuring data for data bars
    Configuring data for data bars
  3. The data bar report item will be configured as shown in the following image.

    Data bar configured with random data in design mode
    Data bar configured with random data in design mode

Customize data bar appearance

In the Properties panel, you can change data bar properties such as width, height, color palette, background color, and border.

Data bar properties listed in properties panel
Data bar properties listed in properties panel

Change chart type

You can change the data bar type based on your data patterns by using the Chart Type property. This property is listed under the Basic Settings category in the Properties panel.

Selecting a chart type
Selecting a chart type

Customize chart series

You can also display labels, borders, and markers, or define actions for each series in data bars. These properties are listed under Basic Settings category in the Properties panel.

Data bar series properties
Data bar series properties

For example, you can display labels in data bars by doing the following:

  1. Select the series name in the Choose Series drop-down.

    Choosing a data series
    Choosing a data series
  2. Enable the Show Data Label property check box.

    Enable Show Data Label property
    Enable Show Data Label property
  3. To customize the label style and more, open the Advanced

    Opening advanced data bar properties
    Opening advanced data bar properties
  4. Here, you can modify the label’s style, format, angle, position, and more to enhance the data presentation in the data bar.

    Configuring data labels in data bar
    Configuring data labels in data bar

Now, the report design will look like the following image.

Data bar configured with data labels and markers
Data bar configured with data labels and markers

Preview report

You can preview the report at design time using the built-in Report Viewer to ensure the report is designed as needed.

Previewing the sales indicator report
Previewing the sales indicator report

Conclusion

I hope this blog provided a clear overview on how to configure and customize the appearance of the data bar report item in the Bold Reports designer. For additional information on the data bar feature, you can browse the documentation.

If you have any questions, please post them in the comments section below. You can also contact us by submitting your queries through our contact page, or if you already have an account, you can log in to submit your support query. Feel free to check out the Bold Reports Embedded Edition demos and documentation to explore the available tools and their various customization features.

Bold Reports now comes with a 15-day free trial with no credit card information required. We welcome you to start a free trial and experience Bold Reports for yourself. Give it a try and let us know what you think!

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