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OptionDescription
SettingsThis opens the series settings menu, with the current series expanded.
Aggregation Type

This allows you to apply an aggregation for use within the chart that is different what has been applied at the report level. The options available are:

    • Default Aggregation - this applies the same aggregation used on the field at the report level.
    • Aggregation - this allows you to specify a different aggregation type to be used in the chart, from this list:
        • Sum - this will sum all the values returned in the table for use within the chart, grouped by any category fields included in the chart.
        • Average - this will return the average of all the values returned in the table for use within the chart, grouped by any category fields included in the chart.
        • Minimum - this will return the minimum value returned in the table for use within the chart, grouped by any category fields included in the chart.
        • Maximum - this will return the maximum value returned in the table for use within the chart, grouped by any category fields included in the chart.
        • Count - this will count all the values returned in the table for use within the chart, grouped by any category fields included in the chart.
        • Count Distinct - this will count all the distinct (unique) values returned in the table for use within the chart, grouped by any category fields included in the chart.

This aggregation is applied after the results are returned from the database and as such will not be included in the report SQL. It's important to remember that these aggregations do not query the database, but the report results.

Note: this is only available to metric fields, or dimensions that have already been aggregated at the report level.

This is not compatible with the following charts:

    • Scatter
    • Histogram
    • Box & Whisker
    • Z Chart
    • Google Maps
    • GIS Maps
    • Meter Charts
    • Digital & Numeric Displays
    • Financial Charts
    • Event Charts
    • Conditional Formatting Charts.
Color

This allows you to change the color applied to a metric, or in some cases dimension series. Options include:

  • Default - this will use the system default chart colors.
  • Custom - this will open the series settings menu and allow you to specify a custom color for each series. Only applicable if the color field has a dimension value.

  • Reference Code - this will use the colors applied to set in the Org Reference Codes section, if the included data field has any Org Ref Codes reference codes applied.

  • Monochrome - this will use different shades of a specified color.

  • Conditional Formatting - this will use the colors specified for basic conditional formatting (only available if conditional formatting has been applied to the data field used for color-coding).

See Color Procedures for more information.

Axis SettingsThis opens the axis settings menu, with the current axis expanded.
Time SeriesIf the field is compatible with Time Series functionality, this option will allow you to toggle it on or off.
Sort By

If the field is compatible with sorting, this option will allow you to define how the data in the chart is sorted.

See Sorting for more information.

SortIf the field is compatible with sorting, this option will allow you to toggle the sort direction between ascending and descending order. See below for more information.
Add Function

If the field is compatible with functions, this option will allow you to create a new field available to the chart, which is based on a report field with a selected function applied to it.

See Chart Functions for more information on the functions available.

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