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Overview

The main chart configuration menu provides you with all the formatting options for your chart. You can use these options to change the legend, background, axis and label settings.

Chart

The chart section of the format menu has been discussed above mainly for the chart selection drop down. This is not covered in detail here but should be referred to above.
The main formatting options consist of the chart format drop down and the Chart Title drop down.

Chart Format

The chart format options are the most dynamic options and are based on the type of chart selected. For example for a pie chart you will be able to set the shadow colour and exploding slice options.
The common options found in the chart format drop down include interactivity options such as visible series selection.

 General Options

Option

Description

Visible Series Selection

This option will allow you to toggle between the series that you have selected for your chart (if Bar, Line style etc) or those that are available in your data set when only a single series can be selected for that chart type (Pie, Map) See: Visible Series Selection

Annotations

Annotations can be displayed on charts to prompt a user to view the comments made for a select data point.
Option Time Series Options

Date Slider

If your report is a time series (eg you Label is a date and you gave selected time series) you will be able to turn on the date slider. This allows you to zoom in and out of time banded data.

Yearly Comparison

If you have a line chart which is a time series spanning more than 1 year you can use the yearly comparison to split the line into 12 month groups for easy comparison.
When using this option the data granularity is set to month and cannot be changed.

Date Granularity

Allow you to set the time units of the chart to match the data set. Eg if data set is hourly you can view the time periods as hours.
If you set the option greater than hourly ie day then your data will be aggregated to the day period.

 Pie Chart

Option

Description

Opacity

By reducing opacity you can make the pie slightly see through. This option will make the shadow more visible and give a raised effect to the chart.

Other Segment

This setting is useful if you have a pie which contains many segments which are too small to be accurately plotted. Use the other Segment to size to set the % at which smaller values should be grouped and displayed as “Other”.

Shadow Colour

Sets the background shadow colour

Outline Colour

Sets the outline of the pie and segment line colour

Outline Width

Sets the outline of the pie and segment line width

Pie Shading Style

These options provide you with the capacity to create Bevelled and Inset looking pie charts for better presentation.

Explode Slice

If you wish to highlight the largest or smallest segments you can do so using the explode setting.

Start Position

Using this option you can decide where on the pie the segments start, moving clockwise around to fill the chart, allowing you to rotate the chart.

Depth Factor

Used for 3D Pie Charts, this allows you to define how tall the sides of the pie are, the higher the % the taller the pie.

Keep Circular

Used for 3D Pie Charts, this allows you to set the pie to always display as a circle, or allow it to be resized and stretched into an oval.

 Meter Charts

Option

Description

Needle Colour

Sets the colour of the Needle to be used on the plot

Font Settings

Allows you to set the font settings to be displayed on the plot.

Opacity

By reducing opacity you can make the plot slightly see through.

Inner Colour

This option is for thermometers only and lets you change the colour of the ‘mercury’

 Combination Charts

Option

Description

Orientation

Determine the orientation of your chart by selection either horizontal or vertical orientation.

Chart Type

The combination chart lets you create multiple charts to be displayed in a single plot. You also have the ability to add new charts by clicking the add link. Choose between Line or Bar for the chart type that you want to display.

3D

The 3D option lets you choose if the bar or line is to be displayed in the 3D style or if unchecked in a plain style.

Secondary Axis

If you have selected Overlay chart you can have a secondary axis option. This will display the axis on the right hand side of the chart for the selected chart.

Title

The title option allows you to change the title of the chart as well as the style – such as the font settings.

Option

Description

Title Setting

Use this setting to determine how the title of the chart should be derived. Your options include:
Report Name (uses the name of the report as saved),
Section Name (If your report has sections you can use the section title as the chart title so that for each chart displayed the appropriate section name is used.)
Custom: Set the Chart title manually
None: Do not display a chart title

Chart Title

Use this to Change the Chart title – by default it will use the Report Name.

Style

Allows you to set the font options for the title

Legend

The Legend is a box that identifies the patterns or colours that are assigned to the data series or categories in a chart. This section of the menu lets you set the following options.

Option

Description

Position

By using this option you can set the location of the legend relative to the chart. You can also choose to hide the legend as well.

Font

Set the font (Colour, Style) of the legend using this drop down menu.

Style

The style lets you set the background colour and borders of the legend box.

Background

The background options let you set the style and colour of the main chart elements such as the plot and chart areas. You can apply elements such as background images and or gridlines.

Gridlines

Gridline options are available for all category charts, bubble and scatter charts.

Option

Description

Gridlines

Lines you can add to a chart that make it easier to view and evaluate data. Gridlines extend from the tick marks on an axis across the plot area.

Band Colour

Highlight the Y axis gridlines with a band colour. This will insert a selected colour for each alternating gridline pair.

Band Opacity

Use this setting to reduce the opacity of the band colour – making it ‘lighter’.

Plot

The plot area is the area bounded by the axes, including all data series. The drop down options let you set the background colours applied to the plot area.

Option

Description

Style

If you wish to set the colour of the plot area you can do so either as a solid colour or as a gradient.

Direction

If you have chosen gradient you can choose the direction of the gradient starting with the 1st colour and moving to the 2nd.

Colour

Choose the colours you wish to apply as the background to the plot area. If you have chose gradient you will have two colour selections.

Image

You can apply an image as the background to a plot area. You will have to have images loaded in through the administration consol for this option to be available. Images will be layered behind any other plot area formatting.

Border

For pie charts you will be able to set the plot border. Select solid if you want to display it.

Border Colour

For pie charts you will be able to set the border colour.

Border Width

For pie charts you will be able to set the border width.

Chart Area

The entire chart and all its elements are described as the chart area. The drop down options let you set the background colours applied to the chart area.

Option

Description

Style

If you wish to set the colour of the chart area you can do so either as a solid colour or as a gradient.

Direction

If you have chosen gradient you can choose the direction of the gradient starting with the 1st colour and moving to the 2nd.

Colour

Choose the colours you wish to apply as the background to the plot area. If you have chose gradient you will have two colour selections.

Image

You can apply an image as the background to a plot area. You will have to have images loaded in through the administration consol for this option to be available. Images will be layered behind any other plot area formatting.

Border

To set the chart border use this option. Select solid if you want to display it.

Border Colour

Set the border colour using this selection.

Border Width

Set the border width using this selection.

Axis

A line bordering the chart plot area used as a frame of reference for measurement. The y axis is usually the vertical axis and contains data. The x-axis is usually the horizontal axis and contains categories.

Titles

Option

Description

X Axis Title

Determine the test to be placed on the X Axis – if you do not wish any title to be displayed delete the text from the text box

Style

If you wish to set the font styles of the X Axis choose the custom setting.

Y Axis Title

Determine the test to be placed on the Y Axis – if you do not wish any title to be displayed delete the text from the text box

Style

The Axis style drop down lets you determine the formats to be applied to axis. This drop down is divided into 2 sections – X and Y axis.

Option

Description

Colour

Set the colour of the Axis line for both the X & Y axis options

Thickness

Set the thickness of the Axis line for both the X & Y axis options

Y Axis Arrow

For the Y axis you can include an arrow to show the direction of the scale. This will appear at the top of the axis.

Y Axis Location

For the Y axis you can determine on which side of the chart it is to be displayed.

Rotate X Axis Label

You can rotate the X axis – which is useful to fit longer category names by choosing from the following options: Standard, 45 (degrees) Down, 90 Down, 45 Up, 90 Up

X Category Spacing

The X category spacing allows you to set the gap between each value in the series. The larger the gap the more each category value will stand out.

X Series Spacing

The X category spacing allows you to set the gap between each series. By reducing the spacing you create the appearance of grouping series by category value.

Scale

The Axis scale drop down lets you determine the scale dimensions. Generally you will only be able to set the Y Axis attributes – unless you are using XY charts in which case you can set both X & Y attributes.

Option

Description

Upper Bound

By setting the upper bound you will set the maximum value to be displayed on the chart axis.

Lower Bound

By setting the lower bound you will set the minimum value to be displayed on the chart axis.

Scale Unit

The scale unit allows you to set the numeric spacing between the axis values.

Ref. Line 1

This allows you to place a reference line on the Y axis. You can add multiple lines by clicking on the Add link.

Ref. Line Position

This allows you to place a reference line on the X axis when using scatter or bubble charts. Only one can be added.

Labels

Labels can be added to charts to print out the values of the data point onto the chart in text format. Generally the formatting of label options are only available for pie charts.

Option

Description

Display

Select Yes if you wish labels to be displayed – select custom if you wish to change the default settings.

Label Contains

Select the values that you wish include in the label

Hide Label Lines

To remove the label lines that indicate which segment the label belongs to select ‘no’

Font

Change the font settings for the label.

Background Style

You can apply solid and gradient settings to the label background. The gradient is based on the chart size not the label size.

Gradient Direction

Set the direction that you wish the gradient to be applied to. This is useful if you have set the gradient on the chart area and want the labels to be offset against that.

Background Colour

Choose the colour for the label background

Border

Select the border settings for the label.

Shadow Colour

Use this option to set the shadow colour of the label that is displayed on the chart.