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.
Option | Description |
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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.
Option | Description |
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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.
Option | Description |
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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.
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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. |
Option | Description |
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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.
Option | Description |
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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. |
Option | Description |
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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. |
Option | Description |
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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. |
Option | Description |
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Bin Count | Specify the number of bins, or intervals, is based on the number of unique values in the dataset. There are three options available here:
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Count | Define the number of bins, or intervals, to be used for the histogram. Note: only available when Bin Count is set to Manual. |
Show Outliers | Toggle if bins to contain distant outlier values should be included. |
Option | Description |
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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. |
Option | Description |
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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
The title option allows you to change the title of the chart as well as the style – such as the font settings.
Option | Description |
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Title Contents | Define what should be shown in the Chart Title area.
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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.
Option | Description |
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Legend Position | Specify the location of the legend on the chart. Selecting None will hide the legend. |
Option | Description |
---|---|
Style | Define the formatting for chart legend text. |
Option | Description |
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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.
Option | Description |
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Display Name | Define the title text to be displayed on this axis. |
Style | Define the formatting for axis title text. |
The Axis style drop down lets you determine the formats to be applied to axis.
Option | Description |
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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. |
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 |
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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.
Gridline options are available for all category charts, bubble and scatter charts.
Option | Description |
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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. |
Gridline options are available for all category charts, bubble and scatter charts.
Option | Description |
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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. |
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 |
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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. |
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 |
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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. |
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 |
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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. |
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 |
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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.
Option | Description |
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Labels | Display the labels for each value on the chart. |
Label Contents | Specify the contents of the label, if applicable.
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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. |
Option | Description |
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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 |
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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. |
Option | Description |
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Colour | Define a colour for the outline of the series. |
Width | Define the width of the outline of the series. |
Option | Description | ||
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Style | Define the colour set and bounds to be applied to the series. | ||
Bounds | This is where you can define the bounds of the colour when using a gradient or colour set. Options include:
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Colour Set | This allows you to select from a list of pre-defined colour sets for your chart, or alternatively define your own.
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Option | Description |
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Speed | Define how long each frame is displayed for. |
Option | Description |
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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:
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Position | Define whether the alert should be displayed in the foreground (in front) of the chart, or in the background (behind) the chart. |
Category
Option | Description |
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Sort By | Specify how the data in the chart is ordered, from one of these options;
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Sort Series | Specify which series should be used to order the data in the chart. |
Sort Direction | Specify if the data should be sorted in ascending or descending order. |
Option | Description |
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Category Highlight | Specify if certain category values should be highlighted in the chart, changing the colour specified by the series. |
Highlighted Value | Select the value(s) to be highlighted in the chart, from the list provided. |
Highlight Colour | Select a colour to use as the category highlight. |
GIS Settings
Option | Description |
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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
Option | Description |
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Chart Type | Define the type of display this chart will use. |
Secondary Y Axis | Define which vertical axis this chart will use. |