On this page you'll be shown how to customize the charts available in the Reporting & Dashboards Tool
How to customize a chart
You can apply a chart customization through the Chart editor or the Dashboard editor , both inside the Reporting & Dashboards Tool.
- Chart editor: On the Format tab, select the Elements tab to see all the options available for this chart.
- Dashboard editor: Select a chart in the dashboard, click the gear wheel icon in the top right corner of the chart and select format. Switch to the Elements tab to see all the options available for this chart.
Conditional formatting quickly highlights important information in a chart. From the Format > Chart menu, select Conditional formatting and click on ADD A RULE.
Select a rule from a menu, enter the value, choose the formatting style and click on APPLY. You can use more than one rule for each chart. To set the order, drag and drop the rule in the list. Note that the last rule in the list has a higher priority than the first one. You can then edit a rule by clicking on it.
Conditional formatting enables the creation of rules for numeric data only.
On the Format tab, select the axis from which you want the lines to come out from. You can select Major gridlines or Minor gridlines on the same menu, if the vertical axis is chosen. You can also customize the line color, width and dash style.
There are two different borders that you can add to a chart. One is the inner border and the other is the outer border.
- Outer border: a border around an entire dashboard object (chart area). To apply it, go to the Format > Elements > Chart area menu, change the border width from None to a desired one. You can also set the chart background and border style.
- Inner border: a border around a plot area from a chart. To apply it, go to the Format > Elements > Chart area menu and enable the Show border option.
The outer border display isn’t available for the default Dashboard’s Flat Theme. To make it available, change a theme from Flat to Custom using Dashboard Settings.
You can change the axes labels by accessing the Format > Chart > Axis X (or Axis Y ) menu. On this menu you will be able to set the frequency and angle of the labels, change the font settings or add gridlines.
You can show the axes names by accessing the Format > Chart > Axis X (or Axis Y ) menu and clicking on Axis name to make it visible.
Since axis names are derived from the field names in your dataset, if you want to change them you will need to head over to the Dataset Editor to edit the dataset you are using and select the field name you would like to change. Please note that, by editing the dataset, charts that use this dataset as a datasource could lose the link to this measure and you would have to add it again.
An alternative way to change an axis’ name is by using calculations. From the Chart editor, when adding a measure, click on Add calculation. Now, name the calculated measure as the name you would like your axis to be and insert the correct measure in the formula field (no equals sign required). Now replace the measure you are using in the chart by this new calculated measure.
You can change the scale of your axis by accessing the Format > Elements > Axis > Scale menu. You can set the minimum, maximum, steps and logarithmic scale.
By default, values like 2,000 will display as 2K. Use the Format > Chart menu to disable Abbreviate thousands and millions option.
There are two ways that you can display values for the metrics you are showing.
- From the Format > Labels > Show Labels menu, to add labels to every series inside the chart.
- From the Element > Series menu, selecting one of the series and displaying the value for it.
To change the color scheme of an entire chart, select the object and click the Palette option in the Format > Chart menu.
Sometimes when displaying two different metrics on the same chart, the numbers can be so different that you can’t tell any movement in one of them. This is when you are going to want to measure the smaller value against the secondary axis.
To do this, select the individual series you would like to move by clicking Format > Elements > Series . In the menu for the chosen series, enable the To secondary axis option.
Two chart types on the same graph
In order to make the different series display in different ways, select one of the series in the Format > Elements > Series and use the Series type sub-menu to choose a new chart type.
In order to add trendlines to a series, go to Format > Elements > Series and select Trendlines. Change the type from None to the appropriate setting.
In the Data Visualization Tool, you can add notes to the dimension elements. Once added to an item, this note will be displayed in each chart where this element is shown.
When building a chart and placing the dimension on the axis, a red flag appears for the item to which you have added an annotation (for a table, you’ll see a flag in the top right corner of the cell). When you hold your mouse over a flag, a hint with the annotation appears.
To add an annotation, from the Dashboard, right-click the selected chart and hover over Annotations. Select the level on which the annotation should be available. In the Annotations window, click Add.
Annotations are available only to cross-tables and charts that have axes.
After an annotation is added, the option Add annotation changes to Annotations. By selecting Annotations, you are able to review, edit and delete existing annotations or add a new one.
If you wish to comment on your chart, use the Format > Chart > Description menu. Enter the description and click APPLY. To view the description, from the dashboard Reading view, right-click the chart and select Description.
This option could be useful when you have too much data to display and don’t want to add filters to reduce the number of elements. To enable scrolling, from the Format menu, enable Show scroll option.
The chart scroll option works only for Column and Bar, Timeline and Combo chart types.