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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:

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.

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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 color 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	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 Formatting 20709964 for more information.

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title	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 Chart Formatting 20709964 for more information.

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title	Style

Option	Description
Shading	Define whether the area has shading or is a solid

colour

color.
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

Color Set

The

colour

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

Metric: The

colour

color applied to this chart will be based the default

colours

colors applied to metrics in the view. If no

colour

color was defined for a metric, configuration defaults will be used.
Monochrome: The

colour

color applied to this chart will be based on different shades of a single selected

colour

color.
Configuration Defaults: The

colour

Colour

color 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.

Color

This is only available if Monochrome is selected above. Define the

colour

color to be used for monochromatic

colouring

coloring 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

If ‘Auto’ is selected then for pie charts with more than 10 segments, segments with values under 5% will be grouped as ‘Other’.
Shadow Color	Define the color

Define the colour

of the shadow effect applied to the pie.

Outline

Colour

Color

Define the

colour

color 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. By default the pie chart will start at the 12 O’Clock position.
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

color 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

color' for the rest of the image. If it is more, everything after the specified value will be ignored.

Empty

Colour

Color

Define the

colour

color 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	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

Color

Define a

colour

color to be used as an outline for each region on the map.

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Null

Behaviour

Behavior

Define how to treat null or missing values in your chart with continuous time series, to fill in any gaps in time granularity. Time granularity refers to the date or timestamp unit of the chart (millisecond, second, minute, hours, day, week, month, quarter, or year). Options include:

Break: The line will simply not be displayed for any missing values, resulting in a visible break in the line chart where there is a time granularity gap.
Skip: The line is joined from the last available value with the next one, over the missing data points. The gaps are not filled in with any additional values, but rather skipped over.
Zero: The null values are treated as zero. This results in filling in the granularity gaps with the value zero. This will alter any calculations included in your data set.

Note: This functionality is provided for all variations of line charts that support continuous time series.

Learn more about it nullbehaviour.


Fill in Granularity Gaps for Series	Enable or disable the Null

Behaviour

Behavior functionality on a continuous time series chart. If enabled, this option fills in the missing values based on the time granularity of the chart.
Fill in Granularity Gaps for Trends	Enable or disable the Null

Behaviour

Behavior functionality for

trends

trend lines. If enabled, this fills in the missing values in a trend line (for

e.g.

example, when a

Chart Formatting

chart formatting such as a mean

or trend is applied) based on the time granularity of the chart.
Limit Treemap Values by Amount	Define whether or not to set a limit on the number of squares generated in a Treemap chart. Users can specify a maximum number of squares; all other values will be summed together in a separate ‘Other’ square. (Enabled by default.) Note: Ensure that your metric has been included to the size field.
Treemap Limit Amount	Specify how many squares are to be generated by the Treemap chart. (Default value is set to 1,000.)
Limit Treemap Values by Percentage	Define whether or not to set a limit on the Treemap squares based on a specified percentage. Users can specify the percentage to be applied to the field’s total; values higher than the specified percentage will be displayed in separate squares, and the remaining (lower) values will be grouped into a single ‘Other’ square.
Treemap Limit Percentage	Select the percentage with which to limit the Treemap squares.

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title	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.

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title	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.

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title	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.

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title	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.

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title	Histogram

Option

Description

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:

Auto - the number of bins, or intervals, is automatically calculated by Yellowfin.
Values - the number of bins, or intervals, is based on the number of unique values in the data set.
Manual - the number of bins, or intervals, is manually defined by the chart creator.

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 OutliersToggle if bins to contain distant outlier values should be included. Expand

title	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.

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title	Numeric Display

OptionDescriptionSummarise ValueSpecify if the number should be summarised - shortened to the nearest unit, followed by a unit label.Decimal PlacesDefine the number of decimal places to be displayed for the summarised value.RoundingDefine 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

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Option

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Description

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Title Contents

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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.
ReportName: Display the report name as the title of the chart.
AnimationField: 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.

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Custom Title

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Display a custom defined chart title.

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Style

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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	Position

Option	Description
Legend Position	Specify the location of the legend on the chart. Selecting None will hide the legend.

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title	Font

Option	Description
Style	Define the formatting for chart legend text.

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title	Style

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Option

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Description

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Background Colour

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

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Border

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

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Conditional

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

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Limit

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

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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.)

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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.

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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.

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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	Title

Option

Description

Axis Title

Note: This option is only specific to auto-charts.

This drop down menu lets you choose whether to display the auto generated title (Auto), enter a manual one (Custom) or not display a title at all (None).

Display Name

Define the title text to be displayed on this axis.

Style

Define the formatting for axis title text.

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title	Style

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

Option	Description
Show Axis	Display the axis on the chart if enabled.
Show Tick Marks	Enable this feature to display tick marks on your axis.
Show Arrow	Display an arrow on the end of the axis bar.
Axis Style	Use this option to view axis customization fields. (This will reveal the Colour and Thickness settings.)
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.
Show Tick Labels	Enable this feature to display the labels showing tick values. (This reveals the Label Font option.)
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.

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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.

Link Target Display	If using a link in your chart, choose whether to open the link in a new window, or use the current window.
Initial Display	Choose which style to display a Google map chart in when it is first loaded. Options include Map and Satellite.
Tooltip Display	Choose whether or not to display tooltips on chart.
Text Alignment	For Numeric Display Charts, choose whether to align the text to the left or the right, or stay with the default centre alignment.
Combination Overlay	Allows you to choose how to display bars of different series when you have a Combination chart with a secondary axis. You can choose to display the bars stacked on top of one another when setting is enabled, or side by side when setting is disabled. Note: this setting will appear for Combination charts with Overlay, such as Horizontal Overlay or Vertical Overlay charts.
Time Series Overlay	Allows you to choose how to display bars or columns of different series in a time series bar or column chart. You can choose to display the bars stacked on top of one another when setting is enabled, or side by side when setting is disabled.

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title	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 Color	Select the color of the navigation hovered over the top left of the map.

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title	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.

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title	Day Colour

Option	Description
Sunday	Define the color to be applied to the Sunday value row.
Monday	Define the color to be applied to the Monday value row.
Tuesday	Define the color to be applied to the Tuesday value row.
Wednesday	Define the color to be applied to the Wednesday value row.
Thursday	Define the color to be applied to the Thursday value row.
Friday	Define the color to be applied to the Friday value row.
Saturday	Define the color to be applied to the Saturday value row.

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title	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.

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title	Histogram

Option

Description

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:

Auto - the number of bins, or intervals, is automatically calculated by Yellowfin.
Values - the number of bins, or intervals, is based on the number of unique values in the data set.
Manual - the number of bins, or intervals, is manually defined by the chart creator.

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.

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title	Financial

Option	Description
Up Color	Define the color to fill the candlestick when displaying an upwards trend value.
Down Color	Define the color to fill the candlestick when displaying a downwards trend value.
Line Color	Define the color to be used for the line or border.
Color	Define the color 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.

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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

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, or customize with your preferred typeface, font size, font decoration, font color and text alignment.
Hide Title	When this toggled is enabled, it will hide the title from the chart. It is the title on top of the chart itself that is hidden. When a chart title is entered, the title can be seen when selecting a chart during creation of dashboard, story, and presentation, regardless whether the title is hidden or not.

Legend

The Legend is a box that identifies the patterns or colors 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	Position

Option

Description

Legend Position

Specify the location of the legend on the chart. Options include:

Auto: Displays the legend by determining the best location. For a small number of series/values, the legend will appear at the bottom of the chart, but for a large number of series, the legend will appear to the right of the chart. Note that if the chart contains only one series, the legend will not be needed, and therefore will not appear even with this selection. Similarly, the legend will not appear if the chart is too small.
None: Hides the legend.
Top: Displays the legend at the top of the chart.
Bottom: Displays the legend at the bottom of the chart.
Left: Displays the legend to the left of the chart.
Right: Displays the legend to the right of the chart.

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title	Font

Option	Description
Style	Define the formatting for chart legend text.

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title	Style

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Option	Description
Background Color	Define the background color 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.
Prefix Field Name	Show or hide the name of the color field (prefix) in the legend.
Auto-hide Legend	Enable this option to automatically hide a legend when it contains too many items. Disable this option to always display a legend with all legend items included.
Set Auto-hide Legend Trigger	Set how many legend items will trigger a legend to auto-hide (eg, setting ’20’ on a legend with 20 or more items will hide the legend).
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. Default shape selection is circle. Tip: The 'Default' option will choose a shape 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 color field. When switched on, it shows the names of the two variance values on their respective side of the color range. Disable this toggle to hide the variance names from the sides of the color range.
Color Range Values	Use this toggle to show or hide the numeric values of the color range.

Axis

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title	Title

Option	Description
Show/Hide Axis Title	For charts with axes, you can choose whether or not to display a title, or you can leave it up to the system to decide. This option, and the others in this table, applies to whichever axis is selected to the left of the dialog box. Options include: Auto: (default selection) The chart size will determine whether there is room to display an axis title. Therefore, a chart with very little room to display a title is less likely to show a title. Show: This option forces the axis title to be displayed regardless of the chart size. Hide: This option hides the axis title, leaving more room for the chart to fill the space.
Axis Title Text	If Show/Hide Axis Title is set to either Auto or Show, this option will be displayed. Options include: Auto: (default selection) This option displays an auto-generated title for the selected axis. Note that if the axis is shared between multiple fields (for example, in two series), an auto title will not be generated. Custom: This option lets you set your own preferred text for the selected axis. When you select this option from the dropdown, a text field will appear below this option.
Custom Axis Title Text	This field appears when Axis Title Text is set to Custom. Enter the title text to be displayed for the selected axis.
Style	Define the formatting for axis title text.

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title	Style

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

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Option	Description
Show Axis	Display the axis on the chart if enabled.
Axis Scale	Choose between linear and logarithmic axis scales, depending on the content of your chart. You can manually set the upper and lower bounds further down the list of options.
Show Tick Marks	Enable this feature to display tick marks on your axis.
Axis Style	Use this option to view axis customization fields. (This will reveal the Color and Thickness settings.)
Color	Define the color of the axis bar.
Thickness	Define the thickness of the axis bar.
Show Arrow	Display an arrow on the end of the axis bar.
Axis Formatting	This configures the formatting of the selected numeric axis. Note that it is only available for metric fields in non-auto charts. Options include: Default: This inherits the axis formatting specified at the configuration level. Note that if either of the other options are selected, the configuration level formatting will be overridden. Summarize Value: This abbreviates or summarizes the numeric axis labels. For example 100,000,000 will be abbreviated to 100m, making it easier to read. Column Formatting:This option checks for any formatting already applied to the underlying report column and applies it to the axis. Custom: This allows users to apply further custom settings on the axis. Enabling this will bring up the Prefix, Suffix, and Decimal Places settings for the axis.
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. The options available here depend on the chart type selected. The Auto option (if available) is based on chart size: if a chart is small, the Auto option will rotate axis labels to ‘90 up’, making them easier to read.
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 %.
Hide Negative Prefix	Select whether negative values should display or hide the '-' negative prefix. If the toggle is enabled, the negative prefix will be hidden.
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.
Show Tick Labels	Enable this feature to display the labels showing tick values. (This reveals the Label Font option.)
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.

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title	Scale

The Scale section 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 and Y attributes.

Option	Description
Scale	Define the boundaries of the axis. Choose from Manual (where you set the scale), Automatic (lower bound: 0, or if a negative value exists, the lowest negative value; upper bound: maximum value of range) and Range (lower bound: minimum value of range; upper bound: maximum value of range — note that if the minimum value is below zero, this option would work the same as Automatic).
Lower Bound	This field appears when Scale is set to Manual. Define a custom starting point for the axis.
Upper Bound	This field appears when Scale is set to Manual. 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.

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title	Reference Line

Allows you to add one or more reference lines to a numeric axis. This is a visual line that appears on the chart at a specified position. More than one reference lines can be added by using the Add Item option.

Option	Description
Value	Define the position of the reference line by providing the exact numeric value (relative to the values on the axis).
Color	Specify the color of the reference line by choosing one from the color picker.
Hide Label	If you don't want to display a label on your reference line, use this toggle to hide it.
Label (‘Target’)	This field is available when the Hide Label toggle is disabled. Type your preferred label for the reference line. By default, this line is labeled 'Target'.
Label font	Specify the typeface for the reference line label.
Label size	Specify the font size of the reference line label.
Label position	Specify the location of the label on the reference line. Options include: Default: Same as the left position. Left: Appears on the left side (if horizontal), or top (if vertical) of the reference line. Center: Appears on the center of the line. Right: Appears on the right side (if horizontal), or bottom (if vertical) of the line.
Add item	Use this option to define another reference line on the chart.

Background

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

Image Added

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title	Gridlines

Option	Description
Gridlines Style	Keep the default gridline style based on the chart, or define a custom style. The default for charts with numeric fields is Numeric Axes, which displays gridlines only for axes that are numeric in nature, or None which displays no gridlines if the chart does not contain numeric fields. The following fields will be displayed if you choose Custom.
Show Gridlines	Choose which axis to display gridlines for. Options include: Numeric Axes: Displays gridlines for axes of only numeric fields. Axes of dimension fields will not show gridlines. Horizontal Axis: Displays gridlines for only the horizontal axis. Vertical Axis: Displays gridlines for only the vertical axis. All Axes: Displays gridlines for all axes. None: Does not display any gridlines.
Horizontal Gridline Color	Specify the color for the horizontal gridline.
Vertical Gridline Color	Specify the color for the vertical gridline.

Expand

title	Grid Bands

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

Option	Description
Band Color	Define the color 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.

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title	Plot

The plot area is the area bounded by the axes, including all data series. The drop down options let you set the background colors 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 color.
Color	Specify the color(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.

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title	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 colors applied to the plot area.

Option	Description
Style	Define the border style for the plot.
Color	Define the color of the border for the plot.
Width	Define the width of the border for the plot.

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title	Chart Area

The entire chart and all its elements are described as the chart area. The drop down options let you set the background colors 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 color.
Color	Specify the color(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.

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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 colors applied to the chart area.

Option	Description
Style	Define the border style for the chart.
Color	Define the color 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. Charts that support labels include line, pie, bar charts, and more. Note: These settings will differ according to the selected chart type.

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title	Display

Option	Description
Show/Hide Data Labels	Show or hide labels for values on the chart. Options include: Auto: (Default selection) Display the labels automatically where appropriate for each value on the chart. For charts, such as pie, they disappear if the chart size is too small. Show: Display the labels for each value on the chart. The rest of the label settings (discussed below) will only appear when this option is selected. Hide: Hide 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.
Label Field	If your chart type could display a label on different fields, use this dropdown to choose the label field.
Style	Define the formatting for chart labels.
Label Font	Define the custom font formatting for the label contents.
Match label color with series color	Choose whether the label will inherit the series line color to which it is related. This applies only to line chart types.
Hide Label Lines	Display or hide the lines connecting the chart to each label.
Align Value Label	Choose the position of value labels. Options include: Centered: Displays the value label in the center of the bar. Axis aligned: The value label is position according to the axis. Above: The value label is displayed outside the bar. Note: This setting is specific to bar charts.
Rotate Value Label	Specify the angle the value labels are displayed, in relation to the axis. Note: This setting is specific to bar charts.
Show Long Labels	If enabled, labels that do not fit a horizontal bar will be moved to the end of the bar. If disabled, the labels that do not fit, will not be displayed at all. Ensure that the time series functionality is disabled for this to work. Note: This setting is specific to bar charts.
Overlapping Labels	Specify how labels that overlap other labels or data points are displayed. Choose to hide them or show the overlapping labels anyway. Note: This setting is specific to line charts.

Expand

title	Background

...

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

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title	Gridlines

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.

Expand

title	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.

Expand

title	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.

Expand

title	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.

Expand

title	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

label.
Direction	Specify the gradient shading style for the

chart

label background

colour

color.

Colour

Color

Specify the

colour

color(s) to be used in the

chart

label background.

Image

Shadow Color

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.

Expand

title	Chart Border

the color to be used as the shadow effect on the chart labels.

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

label.

Colour

Border Color

Define the

colour

color 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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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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Series Format

To update the formatting of a selected, individual value in a series (i.e. a singular value of the dimension field). Ensure to select a non auto chart to format the series.

This includes the following buttons on the left-side panel:

+Add Series - This button is used to format a series existing in the data set of the selected dimension color field. Note that it does not create a new series; the series specified here should match a value in the selected field. Click on this button, and provide the series formatting details.
+Populate Series - This button is used to retrieve all the series values from the selected dimension field, and add them to this column. You can them select each one and format them.

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title	Series

Option	Description
Series Format	Name of the selected value of the series. It should match a data value from the data field for these settings to apply.
Style	Choose if a style should be specified for the series value. Options include: Default: Select this to apply the default settings to the selected series value. Solid: Select this to specify a custom solid color for the selected value. Gradient: Choose this to specify custom gradient colors for the selected value.
Custom Color	Specify if a custom color should be applied only to this value.
Direction	Choose the direction the gradient should follow. (This only applies to gradient styling.)
Color	The color to be applied to the selected value. In case of gradience, choose the inner and outer colors.
Shapes	Define whether line shapes are on, off, or system default.
Thickness	Define the width of the line in pixels.
Line Style	Define the style of the series line as solid, dashed, or dotted.

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title	Border

Customize the border of the selected value. This refers to the data value represented in the charts, and the legend.

Option	Description
Color	Customize the border color.
Width	Choose the border width. Select from thin, medium, and thick.

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title	Conditional

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Note
This section only appears if conditional formatting has been applied in the report, and the color field has not been used in the chart builder.

Option

Description

Display

Use this toggle to apply a conditional formatting rule on the chart.

Style

Define how to display the conditional formatting rule on the chart. Options include:

Line: displays the rule as a line, which will be positioned at the lowest value in the alert range.
Area: displays the rule as a range on the chart. Creates a block of color for the whole range of the formatting rule.

Position

Specify how the conditional formatting rule should be positioned. Options include:

Background: displays the rule behind the chart data.
Foreground: displays the rule in front of the chart data.

Series

Expand

title	Series

Expand

title	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.

Align Value Label

Choose the position of value labels. Options include:

Centered: Displays the value label in the center of the bar.
Axis aligned: The value label is position according to the axis.
Above: The value label is displayed outside the bar.

Note: This setting is specific to bar charts.

Rotate Value Label

Specify the angle the value labels are displayed, in relation to the axis.

Note: This setting is specific to bar charts.

Show Long Labels

If enabled, labels that do not fit a horizontal bar will be moved to the end of the bar. If disabled, the labels that do not fit, will not be displayed at all.

Ensure that the time series functionality is disabled for this to work.

Note: This setting is specific to bar charts.

Overlapping Labels

Specify how labels that overlap other labels or data points are displayed. Choose to hide them or show the overlapping labels anyway.

Note: This setting is specific to line charts.

Expand

title	Background

Option	Description
Style	Specify the

background

shading style for the

label

series.

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 Format

To update the formatting of a selected, individual value in a series (i.e. a singular value of the dimension field). Ensure to select a non auto chart to format the series.

This includes the following buttons on the left-side panel:

+Add Series - This button is used to format a series existing in the data set of the selected dimension color field. Note that it does not create a new series; the series specified here should match a value in the selected field. Click on this button, and provide the series formatting details.
+Populate Series - This button is used to retrieve all the series values from the selected dimension field, and add them to this column. You can them select each one and format them.

Opacity	Allows you to specify the opacity level of the series in percentage. The lower the percentage, the more transparent the series will be. The default value selection is Auto, which automatically adjusts the setting based on the chart type.
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.
Tooltip Formatting	This allows you to display field formatting applied at the report level on tooltips. This will ignore all chart level formatting. For example, if in the report data, the field has been formatted to include a % suffix, enabling this will display the suffix in the chart tooltip.
Direction	Select the direction of the gradient shading to be applied to the series.
Color	Define the color(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.
Start Column Style	Select a style for the start column of a waterfall chart: Default: apply the default system color to the start column. Solid: apply a custom solid color to the start column.
Start Column Color	Select a custom color for the start column of a waterfall chart.
Start Column Title Text	Toggle the use of custom text for the start column title of a waterfall chart. The text is also displayed on the chart axis and tooltip.
Custom Start Column Title Text	Customize the start column title text of a waterfall chart.
Thickness	Define the width of the line in pixels.

Expand

title	Border

Option	Description
Color	Define a color for the outline of the series.
Width	Define the width of the outline of the series.

Expand

title	Color

Option

Description

Style

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

Bounds

This is where you can define the bounds of the color when using a gradient or color set. Options include:

Auto - this automatically works out the min and max values of the chart.
Range - this allows you to provide the min and max values for the bounds of the chart color range.
Centre - this allows you to provide the mid point value for the chart color range.

Image Added

Color Set

This allows you to select from a list of pre-defined color sets for your chart, or alternatively define your own.

Pre-defined Color Sets

Image Added

Custom Color Set

Image Added

Expand

title	Animation

Option	Description
Speed	Define how long each frame is displayed for.

Customize the border of the selected value. This refers to the data value represented in the charts, and the legend.

Define how to display the conditional formatting rule on the chart. Options include:

Line: displays the rule as a line, which will be

Expand

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 color 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

Expand

title	Series

Option

Description

Series Format

Name of the selected value of the series. It should match a data value from the data field for these settings to apply.

Style

Choose if a style should be specified for the series value. Options include:

Default: Select this to apply the default settings to the selected series value.
Solid: Select this to specify a custom solid color for the selected value.
Gradient: Choose this to specify custom gradient colors for the selected value.

Custom Color

Specify if a custom color should be applied only to this value.

Direction

Choose the direction the gradient should follow. (This only applied to gradient styling.)

Color

The color to be applied to the selected value. In case of gradience, choose the inner and outer colors.

Shapes

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

Thickness

Define the width of the line in pixels.

Line Style

Define the style of the series line as solid, dashed, or dotted.

Expand

title	Border

Option

Description

Color

Customize the border color.

Width

Choose the border width. Select from thin, medium, and thick.

Expand

title	Conditional

Image Removed

Note
This section only appears if conditional formatting has been applied in the report, and the color field has not been used in the chart builder.

Option

Description

Display

Use this toggle to apply a conditional formatting rule on the chart.

Style

positioned at the lowest value in the alert range.

Area: displays the rule as a range on the chart. Creates a block of color for the whole range of the formatting rule.

PositionSpecify how the conditional formatting rule should be positioned


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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<iframe width="700" height="394" src="https://www.youtube.com/embed/YWCKaHNIOWU?color=white" frameborder="0" allowfullscreen></iframe>

Color

Expand

title	Sort

Option	Description
Ordering	Specify how to display the legend values. Options include:

...

Alphanumeric: displays the

...

Series

...

title	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.

...

title	Border

Option	Description
Colour	Define a colour for the outline of the series.
Width	Define the width of the outline of the series.

...

title	Colour

...

Option

...

Description

...

Style

...

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

...

This is where you can define the bounds of the colour when using a gradient or colour set. Options include:

Auto - this automatically works out the min and max values of the chart.
Range - this allows you to provide the min and max values for the bounds of the chart colour range.
Centre - this allows you to provide the mid point value for the chart colour range.

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...

This allows you to select from a list of pre-defined colour sets for your chart, or alternatively define your own.

Pre-defined Colour Sets

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Custom Colour Set

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...

title	Animation

Option	Description
Speed	Define how long each frame is displayed for.

...

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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Color

...

title	Sort

...

Specify how to display the legend values. Options include:

Alphanumeric: displays the legend values alphanumerically. This means any custom sorting options applied to the field will be ignored.
Table: displays the legend values according to the output of the table. This means that if a field has custom sorting applied through the use of Ref Code, then this sorting order is applied.

...

Define the direction in which the values of the chart should be sorted. Options include:

Ascending: order the values from low to high.
Descending: order the values from high to low.

...

title	Color

The color applied to the chart will be based on the selection made here.

...

GIS Settings

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title	Highlight

...

GIS Settings

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Expand

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

Color

Define the

colour

color 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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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.
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.
Center Point	Define a center point of your map, by providing the latitude and longitude values (above). This is an alternative option to specify the map boundary, and will not be applied if the boundary is already defined.

Combination Charts

Image Added

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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.

horizontalrule

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...

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GIS Settings

GIS Settings

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Combination Charts