Chart Settings Glossary
- 14 Dec 2021
- 6 Minutes to read
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Chart Settings Glossary
- Updated on 14 Dec 2021
- 6 Minutes to read
- Print
- DarkLight
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Overview
Charts offer Designers a clean, visually appealing method of displaying data in a Dashboard. Through a variety of settings, Charts are highly customizable with their presentation. This article covers every setting prompted by Charts in a Page found in their Properties tab.
This includes shared settings and specific settings for the following Page components:
- Area Chart
- Bar Chart
- Mixed Bar Chart
- Simple Bar Chart
- Stacked Bar Chart
- Bullet Chart
- Bubble Chart
- Columns Chart
- Dots Chart
- Pie Chart
- Ring Chart
- Line Chart
- Win/Loss Chart.
Shared Chart Settings
The following settings appear in most Charts types. Settings exclusively found in specific Charts are discussed in the following subsections.
| Setting Location | Setting Name | Default Value | Setting Description | ||
|---|---|---|---|---|---|
| Chart Data | Mode | Use Report Subtotals | Selects the source of the chart's data | ||
| Use Report Subtotals | -- | Uses Reports as the source of the chart's data | |||
| Use Matrix | -- | Uses Reports with the Matrix view as the source of the chat's data | |||
| Source | -- | Selects which Report is the source | |||
| Use Flow | -- | Uses a Data Flow as the source of the chart's data | |||
| Pick or Create Data Flow | -- | Selects which Data Flow is the source | |||
| Chart Settings | Title | blank | Prompts Designer to name the chart | ||
| Show Title | False | Toggles Title visibility | |||
| Chart Labels | Name | Selects which data field is the label for the chart; refreshes Chart upon new selection | |||
| Name | -- | Displays the Name string value for each data type represented | |||
| Name and Value | -- | Displays the Name string value and the Value int value for each data type represented | |||
| Value | -- | Displays the Value int value for each data type represented | |||
| None | -- | Displays no labels | |||
| Show data button | Disabled | Toggles appearance of Show Data button when viewing the chart | |||
| Specify Step Value | Disabled | Toggles editing of the Values (X) axis integer values (ex: presence of decimal values) | |||
| Step Value | 0 | Edits number of integers for each value on the Values (X) axis (ex: setting Step Value to 1 will remove decimals) | |||
| Shorten Long Axis Labels (Bars) | Disabled | Toggles maximum length of the axis label bars | |||
| Maximum Label Length | 10 | Prompts maximum character length to the Value int value | |||
| Use Custom Colors | Disabled | Toggles use of Designer specified custom colors | |||
| User Defined Colors | -- | Allows selection of custom colors | |||
| Base Colors | -- | Allows selection of pre-defined colors | |||
| Show Tooltips | Enabled | Toggle tooltip visibility that appears when hovering over a chart member | |||
| Tooltip Type | Name and Value | Selects what data is shown in a tooltip | |||
| Name and Value | -- | Displays both the Name string value and Value int value in the tooltip | |||
| Name | -- | Displays the Name string value in the tooltip | |||
| Value | -- | Displays the Value int value in the tooltip | |||
| Stack Display | Disabled | Toggles stacking series of the same chart (ex: On a Bar Chart, this looks similar to a Stacked Bar chart) | |||
| Set Minimum Value | Disabled | Toggles a minimum value for chart member visibility | |||
| Minimum Value | 0 | Prompts Value int value to set as minimum; chart members below this will not appear | |||
| Set Maximum Value | Disabled | Toggles a maximum value for chart member visibility | |||
| Maximum Value | 0 | Prompts Value int value to set as maximum; chart members above this will not appear | |||
| Change Label Orientation | Disabled | Toggles ability to rotate orientation of the Entries (Y) axis | |||
| Label Angle | 0 | Prompts int value as the degrees to rotate the labels (0-90°) | |||
| Show Element Labels | Disabled | Toggle visibility of labels within a chart member's element (ex: number labels within bars in a Bar Chart) | |||
| Sorting | None | Displays chart members in the selected sorting order | |||
| None | -- | No sorting on chart members | |||
| Value Ascending | -- | Sorts chart members in an ascending order by value | |||
| Value Descending | -- | Sorts chart members in a descending order by value | |||
| Label Ascending | -- | Sorts chart members in an ascending order by their label names | |||
| Label Descending | -- | Sorts chart members in a descending order by their label names | |||
| Take First Count | blank | Displays the specified top number of chart members according to | |||
| Entries Axis Legend | blank | Prompts to name the Entries (Y) axis of the chart | |||
| Values Axis Legend | blank | Prompts to name the Values (X) axis of the chart | |||
| Chart Settings > Download | Show Data Table | Disabled | Toggles availability of a downloadable Excel/PDF file of the chart shown when viewing its report under Settings (gear icon) > Actions > Download/Send Report (printer icon) | ||
| Chart Settings > Legend Settings | Legend Position | Off | Selects if a legend appears for the chart and where | ||
| North | -- | Places a legend at the top of the chart | |||
| South | -- | Places a legend at the bottom of the chart | |||
| East | -- | Places a legend at the right of the chart | |||
| West | -- | Places a legend at the left of the chart | |||
| Off | -- | No legend appears | |||
| Chart Settings > Number Formats | Label Format | Number | Selects format of the Values (X) axis | ||
| Fixed | -- | Formats the Values (X) axis to a fixed amount based on the data's integers and the Precision setting (ex: Number data in the hundreds with the Precision set to 2 will display the fixed value pattern 200,400,600, etc) | |||
| Number | -- | Formats the Values (X) axis to numbers | |||
| Percent | -- | Formats the Values (X) axis to percent | |||
| Currency | -- | Formats the Values (X) axis to currency | |||
| Precision | 2 | Selects spacing between Values (X) axis labels between 0-9 or default | |||
| Tooltip Format | Fixed | Selects format of the tooltip | |||
| Fixed | Formats the tooltip to the data's data type | ||||
| Number | Formats the tooltip to a number | ||||
| Percent | Formats the tooltip to a percent | ||||
| Currency | Formats the tooltip to currency | ||||
| Override Drill Down Dialog Title | Disabled | Toggles prompt for a custom name for the drill-down dialog title | |||
| Override Drill Down Report Title | Disabled | Toggles prompt for a custom name for the Report Viewer control shown on the drill-down dialog | |||
| Show Loading Indicator | Enabled | Toggles loading indicator visibility | |||
| Loading Indicator Text | Loading... | Prompts for text to appear as the loading indicator | |||
| Behavior View | Data Drill View | Data | Selects view of the Data Drill window accessible when clicking on a chart member to view its Report | ||
| Data | -- | Formats the Data Drill View as a Report data table | |||
| Rich Text | -- | Formats the Data Drill View as a Rich Text List (more spacing and formatting) | |||
| Text List | -- | Formats the Data Drill View as a Text List (less spacing and formatting) | |||
| Auto Refresh | Disabled | Toggles if chart refreshing automatically on a specified schedule | |||
| Refresh Time | 0 | Selects automatic refresh time from seconds to days | |||
| Refresh on Current Folder Change | Enabled | Toggles refreshing data upon a change detected to the current folder defined as a data source for the chart | |||
| Refresh on Any Folder Change | Disabled | Toggles refreshing data upon a change detected to any folder defined as a data source for the chart | |||
| Refresh on Contained Entity Change | Disabled | Refreshes when an entity changes which update the chart | |||
| Minimum Refresh Interval | 5 seconds | Selects minimum refresh interval for the chart | |||
| Update on selection bus change | Disabled | Updates chart upon selection bus change | |||
| Report Update for Folder | Enabled | Toggles refreshing the chart when the data source's Folder experiences a change or update | |||
| Report Key Update For Folder | Disabled | Toggles refreshing the chart when the data source's Folder experiences a key change or update | |||
| Report Key Update | Disabled | Toggles refreshing the chart when the chart experiences a change or update | |||
Bubbles Chart Specific Settings
The following settings are exclusively found in Bubbles Charts.
| Setting Location | Setting Name | Default Value | Definition |
|---|---|---|---|
| Chart Settings > Bubbles Settings | Minimum Point Size | 12 | Prompts minimum size of all bubbles within the chart |
| Maximum Point Size | 50 | Prompts maximum size of all bubbles within the chart |
Bullets Chart Specific Settings
The following settings are exclusively found in Bullets Charts.
| Setting Location | Setting Name | Default Value | Definition | |
|---|---|---|---|---|
| Chart Settings | Target Value | 0 | Prompts target value for each chart member. | |
| Ok Value | 0 | Prompts value to reach 'Satisfactory' range; must be smaller than the Good value | ||
| Good Value | 0 | Prompts value to reach 'Good' range | ||
| Bullet Types | PositiveMore | Selects bullet types | ||
| Positive More | -- | Orients positive chart members' data to start at the minimum value | ||
| Positive Less | -- | Orients negative chart members' data to start at minimum value | ||
| Negative More | -- | Orients positive chart members' data to start at the maximum value | ||
| Negative Less | -- | Orients negative chart members' data to start at the maximum value | ||
| Bullet Label Format | Number | Selects format of bullet labels | ||
| Number | -- | Formats the bullet labels as numbers | ||
| Percent | -- | Formats the bullet labels as percent | ||
| Minimum | 0 | Prompts minimum value of ranges in the chart; does not change the Values (X) axis | ||
| Maximum | 0 | Prompts maximum value of ranges in the chart; does not change the Vales (X) axis | ||
| Bullet Layout | Horizontal | Selects orientation of the bullets | ||
| Horizontal | -- | Orients the bullets horizontally | ||
| Vertical | -- | Orients the bullets vertically | ||
| Bullet Title Position | Before | Selects placement of the bullet titles | ||
| Before | -- | Orients the bullet titles before the bullets aka to the left | ||
| After | -- | Orients the bullet titles after the bullets aka to the right | ||
| Range Colors | None | Selects color of the bullet range on the chart
| ||
| Measure Colors | None | Selects color of the bullet measures on the chart.
| ||
| Marker Colors | None | Selects color for the target value marker | ||
Pie and Ring Chart Specific Settings
The following settings are exclusively found in Pie Charts and Ring Charts.
| Setting Location | Setting Name | Default Value | Definition | |
|---|---|---|---|---|
| Chart Settings > Pie Settings | Pie Label Position | Outside | Selects placement of the labels of each chart member | |
| Inside | -- | Places chart members' labels outside of the pie/ring | ||
| Outside | -- | Places chart members' labels inside the pie/ring | ||
| Pie Slices Have Border | Disabled | Toggles appearance of border between each chart member | ||
| Pie Slices Border Color | Black | Selects color of the borders | ||
| Render as Donut (Pie only) | Disabled | Toggles pie chart to appear as a donut, similar to the Ring Chart | ||
Win-Loss Bars Chart Specific Settings
The following settings are exclusively found in Win-Loss Bars Chart.
| Setting Location | Setting Name | Default Value | Definition |
|---|---|---|---|
| Chart Settings | Threshold Value | 0 | Prompts value threshold that divides data between a loss or win state |
| Win Label | Win | Prompts label for the win state in the chart | |
| Loss Label | Loss | Prompts label for the loss state in the chart |
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