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Create a Win-Loss Chart

You can use win-loss charts to visualize win-loss trends.

A win-loss chart is a microchart in which the value of each column is either 1 or -1, often denoting a win or loss.

Win-loss charts use two measures (the default measure and the win-loss measure) and no series.

Note

Axis lines are not shown for win-loss charts in Excel output.

Steps

  1. In Report Studio, from the File menu, click New.

  2. In the New dialog box, click Chart, and then click OK.

  3. In the Chart group pane, click Microchart.

  4. In the Chart type pane, select the win-loss chart, and then click OK.

  5. In the Insertable Objects pane, on the Source tab , click a data item to add to the chart, and drag it to the Categories (x-axis) drop zone.

  6. Drag a measure, query calculation, or calculated member to the win-loss section of the Measures drop zone.

    Note: If your win-loss calculation specifies a measure, you may not need to define a default measure.

  7. Click the chart object.

  8. In the Properties pane, under General, specify a value for the Win-Loss Threshold property.

  9. Run the report.

Example - Create a Win-Loss Chart

You are a report author at The Great Outdoors Company, which sells sporting equipment.

Using the GO Sales (analysis) package, you want to create a win-loss chart that shows whether the gross margin is above a certain threshold. Quarters where the gross margin is greater than 10000 are represented as wins. The rest are represented as losses.

Steps

  1. Open Report Studio with the GO Sales (analysis) package.

  2. In the Welcome dialog box, click Create a new report or template.

  3. In the New dialog box, click Chart, and then click OK.

  4. In the Chart group pane, click Microchart.

  5. In the Chart type pane, select the win-loss chart, and then click OK.

  6. From Sales in Sales (analysis), drag Margin to the win-loss section of the Measures drop zone.

  7. From Time dimension in Sales (analysis), drag Quarter to the Categories (x-axis) drop zone.

  8. Click the chart object.

  9. In the Properties pane, under General, specify 10000 as the value for the Win-Loss Threshold property.

    Tip: Alternatively, from the Toolbox tab you can drag a calculated member or query calculation to the win-loss section of the Measures drop zone and use the Expression editor to create a calculation.

  10. Run the report.

Your report will look like this.