Report 1: SSRS Performance Gauge 1  Report that shows groups, sparklines, performance gauges, and interactive sorting Grouping is by Employee Sales and quota are for the four quarters of the year Sparkline plots the Actual Sales and Quota for the 4 quarters of the year Bullet Graph Performance Gauge to plot the % of Quota as a “progress bar” style KPI. It’s made up of 3 ranges (light green/yellow/red), a major pointer (based on % of quota) and a second pointer to pay bonuses at 85%) Interactive sorting

Report 1: SSRS Performance Gauge 2  This exists as a 4-part video:    

SSRS Performance Gauge – Step 1: Create DataSet dsEmployeeSales 3  Create DataSet against ADW OLAP database  Drag Reseller Sales Amount and Sales Amount Quota as measures  Drag in Employees Hierarchy and Calendar Quarter of Year  Create Parameter based on Calendar Year and make sure to check as parameter  After parameter is created, turn off parameter multi-select

SSRS Performance Gauge – Step 2: Create Empty Table/Tablix and set DataSet 4  Drag empty table and set table properties to define primary dataset

SSRS Performance Gauge – Step 3: Create Employee Group 5  Add row group at the bottom, as a parent row group  Define row group based on Employee names (Employees hierarchy) and add a group header

SSRS Performance Gauge – Step 4: Set summary columns and hide detail row 6  In the row group header, click in upper right corner to add aggregations (SUM) for Reseller Sales amount and Sales Amount Quota  SSRS implements a SUM since we’re placing in group header (it sums the quarterly dataset rows by employee)  Click in Row selector to hide the detail section (report shows 1 line per employee, in the header)

SSRS Performance Gauge – Step 5: Drag in columns and format 7  Format both sales cells as Currency, with thousands separator.  To eliminate showing cents, set # decimal places to zero

SSRS Performance Gauge – Step 5: Drag in columns and format 8  For the column for sales as % of Quota….  Use Expression above for % of Quota – note that both numerator and denominator use SUM  Format % of Quota as a Percent with 2 decimals  Note: make SURE to name the textbox txtPctOfQuota

SSRS Performance Gauge – Step 6 : Preview 9  Preview to show what we have so far

SSRS Performance Gauge– Step 7: Add Sparkline 10  Now to add chart sparkline to show sales and quota as lines  Drag in a sparkline into the table, and use a Line Chart with Markets

SSRS Performance Gauge – Step 8: Set data to plot in sparkline chart 11  For the sparkline:  Click inside to get the Chart data window pane to appear  Use Reseller sales amount and Sales Quota  Preview…note that since original dataset had rows by quarter within employee, both measures are broken out by quarter (4 quarters)

SSRS Performance Gauge – Step 9: Format sparkline chart colors 12  To set line colors, click in the chart data window pane on the value  Right-click to go to series properties  Go to the Fill Color section  To increase white space between the 2 plotted lines, increase the height of the group header row by stretching the row selector

SSRS Performance Gauge – Step 10: Add area for new performance gauge 13  To add the performance gauge, right-click to add a new column to the right  Temporarily increase height of group header row (by stretching row selector)

SSRS Performance Gauge – Step 11: Performance Gauge Chart Type 14  Drag in a gauge from the toolbox to the new column on the right  Select a Linear Bullet Graph  By default, it shows like this…

SSRS Performance Gauge – Step 12: Set 3 Ranges for Bullet Graph 15  First, we’ll set the range properties  Note there are 3 different ranges (3 different shades of grey)  Select the right-most range, right-click to go to Range Properties  Set Range Scale property to 90 and 100  Set Fill color to Light Green  Repeat this for the middle range (use range scale values of 80 and 90, and set Fill color to Khaki)  Repeat this for the left-most range (use range scale values of 0 to 80, and go to additional colors and select color of Salmon)  We’ve selected 3 light versions of Red, yellow, and Green….the actual horizontal bar indicator will use sharper versions of those colors, to create a nice contrast

SSRS Performance Gauge – Step 13: Set secondary pointer 16  The gauge has 2 pointers: a primary pointer (for the performance gauge based on % of quota), and a 2ndary gauge (we’ll pay bonuses at 85% of quota)  Set pointer property value for 2 nd pointer to a hard-coded value of 85

SSRS Performance Gauge – Step 14: Set Primary Pointer Property 17  For the primary pointer, go to pointer properties and set the value to the ReportItems textbox name, multiplied by 100  Sample preview

SSRS Performance Gauge – Step 15: Set color rule for Primary Pointer 18  Set color rule for primary pointer.  Similar to a KPI….anything 90% and above is good (green), between 80% and 90% is yellow, anything lower is red

SSRS Performance Gauge – Step 16: Preview 19  Preview  Still need to have a color rule for 2ndary pointer, but getting closer

SSRS Performance Gauge – Step 17: Set color rule for Secondary Pointer 20  Set color rule for 2ndary pointer  Go to pointer properties, and set pointer fill color expression to show in black if % of quota is over 85% (eligible for bonus), or red if lower than 85% (not eligible)  Can’t use green….must use color that won’t blend in

SSRS Performance Gauge – Step 18: Turn off annotations and labels on axis 21  To strip out axis labels for the performance gauge, right-click on bottom axis and uncheck “show labels” and “show tick marks”  Preview

SSRS Performance Gauge – Step 19: Set Chart background color 22  To set background color for chart, right- click on gauge as a whole, and set back fill color to gradient fill as shown here

SSRS Performance Gauge – Step 20: Decrease row height and adjust 23  Now decrease height of employee group header  Adjust start width and end width for each of the 3 ranges (same value for each)

SSRS Performance Gauge – Step 21: Adjust height/width of primary Pointer 24  For the primary pointer, go to pointer properties and set width to 25

SSRS Performance Gauge – Step 22: Adjust height/width of secondary Pointer 25  Go to secondary pointer properties, and set width to 7and Length to 35 (your actual selections may vary)  These are being done to size accordingly now that the group row header has been resized

SSRS Performance Gauge – Step 23: Preview 26  Preview  Notice how Amy and Brian are below 85%, and are not eligible for bonuses (bonus pointer is red)  David Campbell is above 85%, so bonus pointer is black (eligible for bonus)

SSRS Performance Gauge – Step 24: Set color heading back/fore colors 27  Now to set column header background and foreground color  Select header row selector and set background and foreground colors

SSRS Performance Gauge – Step 26: Set Interactive Sorting for Sales, Quota, and % of Quota 28  Implement interactive sorting on 3 column headings (reseller sales, quota, and % of quota)  One at a time, click on column headings, and go to interactive sorting  In all 3 cases, when enabling interacting sorting, make sure to sort on the Employees group  Three expressions for the 3 measures are to the right  Note that we can’t use the ReportItems collection – must reuse the numerator and denominator for the value of the calculation on which to sort

SSRS Performance Gauge – Step 25: Preview 29  What design mode should look like right now

SSRS Performance Gauge – Step 27: Preview 30  Final preview!

SSRS Performance Gauge – Step 27: Access from PPS 31  If you’re using PPS to create SharePoint dashboards, you can devote specific dashboard pages to SSRS reports  Can seamlessly integrate deployed SSRS reports, and take advantage of hierarchical PPS dropdown filters  We can place them in specific PPS page zones – arguably works cleaner than web parts  Must specify the report server URL, and the location of the report  (No help with discovery – have to provide the URLs ourselves)  Sometimes must specify SSRS virtual directory (VTI_BIN)  Note: must uncheck “show toolbar” and “show parameters”  We can place this in a dashboard, and use existing filter for CalendarYearsInTheMiddle to “link” to the existing Report Parameter  Full Report URL was sGauge.rdl Report URL must be site collection + Report Repository Folder + Project Folder + Report (with RDL extension)