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Overview

The Chart step formatting menu bar provides you with all the formatting options for your chart. You can use these options to change settings such as the legend, background, axis and label.

Note: the menus and items contained within them will change based on the type of chart you are using.

  

Reset

The Reset menu allows you to reset your chart or formatting options:

  • Formatting: this will reset your formatting selections, but keep the chart type and field selections defined.
  • Chart: this will reset your chart, including all formatting, field, and chart type selections, returning it to an empty state.

Chart Settings

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.

 Size & Position

Option

Description

Width

Define the width of the chart in pixels. This option is used instead of resizing the chart using the dragging method.

Height

Define the height of the chart in pixels. This option is used instead of resizing the chart using the dragging method.

Chart Position

Specify the position of the chart in relation to the table.

Horizontal Alignment

Specify which edge of the table the chart should be aligned to.

See Chart Size & Position for more information.

 Time Format

Option

Description

Yearly Comparison

Display multiple years on the x axis of the chart, with one line per series.

Units

Select the granularity of the dates to be displayed. Selecting a unit of finer granularity than your data will result in using the level of your data.

See Time Series for more information.

 Style

Option

Description

Shading

Define whether the area has shading or is a solid colour.

Curved

Define whether the corners to the bars/columns will be curved or squared.

Glow

Define whether the bars/columns will have a glow applied.

Shadows

Define whether the bars/columns have a shadow applied.

Colour Set

The colour applied to this chart will be based the selection made. Possible options are; Metric, Monochrome, Configuration Defaults.

  • Metric: The colour applied to this chart will be based the default colours applied to metrics in the view. If no colour was defined for a metric, configuration defaults will be used.
  • Monochrome: The colour applied to this chart will be based on different shades of a single selected colour.
  • Configuration Defaults: The colour applied to this chart will be based on the defaults defined in configuration.
  • Reference Code: The colour applied to this chart will be based on the defaults applied to the Org Reference Code.

Colour

This is only available if Monochrome is selected above. Define the colour to be used for monochromatic colouring of the chart.

Opacity

Select the opacity percentage of the chart. The lower the percentage, the more transparent it is.

Other Segment

Select the % of total a segment must be smaller than in order to be grouped into an 'Other' segment. If 0 there is no grouping.

Shadow Colour

Define the colour of the shadow effect applied to the pie.

Outline Colour

Define the colour of the outline of the pie and segments.

Outline Width

Define the width of the outline of the pie and segments.

Pie Shading Style

Define the shading style to apply to the pie.

Start Position

Select the position relative to an analogue clock face that the first segment in the pie should start.

Explode Slice

Define which segment(s) of the pie should be split from the main pie.

Depth Factor

Select the percentage of the chart display to be used for the 3D height of the pie.

Keep Circular

Display the pie to fill the full chart area. This means the pie may be stretched so there is no empty space.

Hollow Shapes

Display the line shapes with a solid colour centre at each data point, or hollow, depending on the selection.

Curved Lines

Display straight or curved lines between each data point, depending on the selection.

Total Value

Define the total value contained in the proportional infographic image. If left blank the series total will be used. If the series total is less, there will be 'empty colour' for the rest of the image. If it is more, everything after the specified value will be ignored.

Empty Colour

Define the colour to be displayed if the specified Total Value is not met by the selected series.

Orientation

The image used by the proportional infographic will be filled from the top down.

Scale

Display a scale above the comparative infographic that shows the min and max values, and the central point.

Scale Font

Define the formatting for text displayed above the comparative infographic images.

Label Font

Define the formatting for the label text displayed below the comparative infographic images.

Text Font

Define the formatting for text displayed above the comparative infographic images.

Maintain Aspect Ratio

DDisplay the raster map using the same aspect ratio as the original image. This means that it will not be stretched and as such may leave some empty space.

Border Colour

Define a colour to be used as an outline for each region on the map.

 Interaction

Option

Description

Visible Series Selection

Define whether the user can select which series to display when viewing the report.

Series Selection Style

Only available on Time Series charts, select from different display options for the series selection.

Link Field

Select a field formatted to contain a URL in order to use it as a link on the chart.

Visible Unit Selection

Allow users to change the granularity of the dates to be displayed. Selecting a unit of finer granularity than your data will result in using the level of your data.

Date Slider

Display a date slider on the chart to allow users to adjust the date range of the chart.

Slider Position

Define where the date slider will be displayed on the chart.

Slider Initial Range

Specify the percentage of the available date range the slider is set to when the chart loads.

Bottom Navigation

Display navigation buttons in a bar directly below the map.

Hover Navigation

Display navigation hovered over the top left of the map.

Hover Navigation Colour

Select the colour of the navigation hovered over the top left of the map.

See Time Series & Visible Series Selection for more information.

 GIS Boundaries

Option

Description

Latitude

Define the latitude boundaries of the map. This allows you to reduce the area displayed on the map.

Longitude

Define the longitude boundaries of the map. This allows you to reduce the area displayed on the map.

 Day Colour

Option

Description

Sunday

Define the colour to be applied to the Sunday value row.

Monday

Define the colour to be applied to the Monday value row.

Tuesday

Define the colour to be applied to the Tuesday value row.

Wednesday

Define the colour to be applied to the Wednesday value row.

Thursday

Define the colour to be applied to the Thursday value row.

Friday

Define the colour to be applied to the Friday value row.

Saturday

Define the colour to be applied to the Saturday value row.

 Box & Whisker

Option

Description

Show Median

Enable/disable the display of the median value for each label row.

Show Mean

Enable/disable the display of the mean value for each label row.

 Histogram

Option

Description

Bin Count

The number of bins, or intervals, is based on the number of unique values in the dataset.

 Financial

Option

Description

Up Colour

Define the colour to fill the candlestick when displaying an upwards trend value.

Down Colour

Define the colour to fill the candlestick when displaying a downwards trend value.

Line Colour

Define the colour to be used for the line or border.

Colour

Define the colour to be used for the volume columns.

Axis Position

Display the vertical axis of the volume columns on the left or right of the chart.

Title

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

 Text

Option

Description

Title Contents

Define what should be shown in the Chart Title area.

  • Report Name: Display the report name as the title of the chart.
  • Animation Field: Display the value of the animation field for each frame as the chart title.
  • Metric: Display the name of the currently selected series as the chart title. 
    Note: the chart has to be a single metric series selection. This means that it can only display one metric at a time. To do this just add one metric to the chart and then enable series selection, rather than adding all metrics and allowing users to toggle multiple at a time.
  • Custom: Display a custom defined chart title.
  • None: Hide the chart title.

Custom Title

Display a custom defined chart title.

Style

Use the system default formatting for the chart title text.

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.

 Position

Option

Description

Legend Position

Specify the location of the legend on the chart. Selecting None will hide the legend.

 Font

Option

Description

Style

Define the formatting for chart legend text.

 Style

Option

Description

Background Colour

Define the background colour for the legend area of the chart.

Border

Specify the border type for the legend area of the chart.

Conditional

Limit the number of values displayed in the legend area of the chart.

Limit

Specify a limit for the number of values displayed in the legend area of the chart.

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.

 Title

Option

Description

Display Name

Define the title text to be displayed on this axis.

Style

Define the formatting for axis title text.

 Style

The Axis style drop down lets you determine the formats to be applied to axis.

Option

Description

Visible

Display the axis on the chart.

Show Arrow

Display an arrow on the end of the axis bar.

Colour

Define the colour of the axis bar.

Thickness

Define the thickness of the axis bar.

Margin

Define the spacing between the edges of the axis and the first and last categories.

Abbreviate Label

Label text will be abbreviated to display partial values.

Rotate Axis Label

Specify which angle the axis labels are displayed in relation to the axis bar. This allows you to rotate long labels to display more text.

Category Spacing

Define the size of the spacing between each category grouping on the axis.

Series Spacing

Define the size of the spacing between each series within a category grouping on the axis.

Prefix

Define a prefix to be applied to the values displayed on the axis. This is a character to display before the value, such as $.

Suffix

Define a suffix to be applied to the values displayed on the axis. This is a character to display after the value, such as %.

Decimal Places

Define the number of decimal places to display on the axis label text.

Desired Trend

Display an arrow in the corner of the chart to demonstrate the desired trend.

Axis Location

Specify which side of the chart the axis is displayed on.

Label Font

Define the font formatting for axis label text.

Secondary Prefix

Define a prefix to be applied to the values displayed on the axis. This is a character to display before the value, such as $.

Secondary Suffix

Define a suffix to be applied to the values displayed on the axis. This is a character to display after the value, such as %.

Secondary Dec. Places

Define the number of decimal places to display on the axis label text.

 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

Scale

Define the boundaries of the axis.

Lower Bound

Define a custom starting point for the axis.

Upper Bound

Define a custom cut-off point for the axis.

Scale Unit

Define the scale unit for the axis. Labels will be displayed at these increments, or multiples of the unit.

Ref Line

Define the position (value), colour, and label for this reference line.

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

Show Gridlines

Select which axis gridlines to display.

X Gridline Colour

Specify the colour to display x axis gridlines in.

Y Gridline Colour

Specify the colour to display y axis gridlines in.

 Grid Bands

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

Option

Description

Band Colour

Define the colour to be used for grid band shading on the chart.

Band Opacity

Select the opacity percentage of the grid band shading on the chart. The lower the percentage, the more transparent it is.

 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

Specify the background shading style for the plot.

Direction

Specify the gradient shading style for the plot background colour.

Colour

Specify the colour(s) to be used in the plot background.

Image

Select an image to use for the plot background.

Image Opacity

Select the opacity percentage of the plot background image. The lower the percentage, the more transparent it is.

 Plot Border

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

Define the border style for the plot.

Colour

Define the colour of the border for the plot.

Width

Define the width of the border for the plot.

 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

Specify the background shading style for the chart.

Direction

Specify the gradient shading style for the chart background colour.

Colour

Specify the colour(s) to be used in the chart background.

Image

Select an image to use for the chart background.

Image Opacity

Select the opacity percentage of the chart background image. The lower the percentage, the more transparent it is.

 Chart Border

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

Define the border style for the chart.

Colour

Define the colour of the border for the chart.

Width

Define the width of the border for the chart.

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.

 Display

Option

Description

Labels

Display the labels for each value on the chart.

Label Contents

Specify the contents of the label, if applicable.

  • Category: this is the dimension value.
  • Value: this is the metric value.
  • Percentage: this is the % of total for the metric value.

Style

Define the formatting for chart labels.

Label Font

Define the custom font formatting for the label contents.

Hide Label Lines

Display or hide the lines connecting the chart to each label.

 Background

Option

Description

Style

Specify the background shading style for the label.

Direction

Specify the gradient shading style for the label background colour.

Colour

Specify the colour(s) to be used in the label background.

Shadow Colour

Select the colour to be used as the shadow effect on the chart labels.

Border

Define the border style for the label.

Border Colour

Define the colour of the border for the labels of the chart.

Border Width

Define the width of the border for the labels of the chart.

Series

 Series

Option

Description

Style

Specify the shading style for the series.

Direction

Select the direction of the gradient shading to be applied to the series.

Colour

Define the colour(s) to be applied to the series.

Combination Sub Chart

Specify which sub chart this series belongs to. This will define the type of chart, and which vertical axis it will use.

Shapes

Define whether line shapes are on, off, or system default.

Thickness

Define the width of the line in pixels.

 Border

Option

Description

Colour

Define a colour for the outline of the series.

Width

Define the width of the outline of the series.

 Colour

Option

Description

Style

Define the colour set and bounds to be applied to the series.

 Animation

Option

Description

Speed

Define how long each frame is displayed for.

 Conditional

Option

Description

Display

Enable/Disable the display of conditional formatting alerts on the chart.

Style

Select how to display the alerts on the chart from three styles:

  • Area: display the conditional formatting alert as a range on the chart. This will create a block of colour for the whole range of the alert.
  • Bar: display the conditional formatting alert by highlighting bars that fall into the alert range.
  • Line: display the conditional formatting alert as a line on the chart. This will create a line positioned at the lowest value in the alert range.

Position

Define whether the alert should be displayed in the foreground (in front) of the chart, or in the background (behind) the chart.

GIS Settings

 Layer Settings

Option

Description

Selectable

Allow the user to enable and disable the layer when viewing the map.

Default

The layer will be enabled when the map is initially loaded.

Colour

Define the colour to be applied to the layer.

Foreground

The layer will be displayed in front of the map.

Zoom Levels

Define the number of zooms it takes for the layer to show and then hide on the map display.

Labels

Display the labels for each value in the layer.

Point Size

Define the diameter (pixels) of each point.

Bubble Fill Type

Define the shading effect to be applied to the bubbles.

Combination Charts

 Combination Charts

Option

Description

Chart Type

Define the type of display this chart will use.

Secondary Y Axis

Define which vertical axis this chart will use.