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Old Version 17

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Saved on 06 May, 2018

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New Version 18

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Saved on 09 Jul, 2018

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Table of Contents

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Overview

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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.

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

Reset

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

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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

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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.

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title	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 in a pie chart. 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 Display 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.

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title	Numeric Display

Option	Description
Summarise Value	Specify if the number should be summarised - shortened to the nearest unit, followed by a unit label.
Decimal Places	Define the number of decimal places to be displayed for the summarised value.
Rounding	Define the rounding you wish to apply to the summarised value.

Title

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

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title	Text

Option

Description

Title Contents

Define what should be shown in the Chart Title area.

Auto Title: Display a title that is automatically generated based on the fields used in the chart. Note: only available for Auto Charts.
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

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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.

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title	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.
Prefix Field Name	Show or hide the name of the colour field (prefix) in the legend.
Legend Limit	Enable this button to set a limit to the number of items in the legend. If the item number exceeds this limit, then the legend will not be displayed. Tip: This helps in stopping a really big legend from being displayed if it contains too many items. (Reveals the Limit option once enabled.)
Legend Item Shape	Select a shape for the chart’s legend items using this drop down. You can choose between the square or circle shapes, or even a line. Tip: The default shape will be based on the selected chart. For example, bar or column charts will have square icons in their legends, whereas line charts or trend items will show lines by default.
Show Trends in Legend	Use this to show or hide trend items in the legend. Tip: This is a useful feature if you have too many trend items and want to hide them in the legend. The trend lines will still appear in the chart, however.
Variance Field Names	This setting appears when a variance function is used in the colour field. When switched on, it shows the names of the two variance values on their respective side of the colour range. Disable this toggle to hide the variance names from the sides of the colour range.
Colour Range Values	Use this toggle to show or hide the numeric values of the colour range.

Axis

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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.

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title	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.
Reference Line	Define the position (by providing the exact value or by selecting a drop down option), colour, and label for this reference line. More than one reference lines can be added by using the Add Item option.

Background

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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.

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title	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

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Labels can be added to charts to print out the values of the data point onto the chart in text format. Charts that support labels include line, pie, and bar charts. Note: These settings will differ according to the selected chart type.

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title	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

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Series

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title	Series

Option	Description
Aggregation Label	This allows you to toggle the display of a label in front of the field name, based on the chart level aggregation applied.
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.

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title	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.

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GIS Settings

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title	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

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title	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.

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Content

Space Tools

Versions Compared

Old Version 17

New Version 18

Key

Overview

Reset

Chart Settings

Title

Legend

Axis

Background

Labels

Series

Series

Category

GIS Settings

Combination Charts