Chart Settings Glossary

Updated on 14 Dec 2021
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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
Chart Settings > Bubbles Settings	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 The first color chosen edits the 'Poor' range. The second color chosen edits the 'Satisfactory' range. The third color chosen edits the 'Good' range.
	Measure Colors		None	Selects color of the bullet measures on the chart. The first color chosen edits the 'Poor' measure. The second color chosen edits the 'Satisfactory' measure. The third color chosen edits the 'Good' measure. The fourth color chosen edits measures that exceed the target value.
	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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What's Next

Using Gantt Charts on a Diagram Tile

Table of contents

Overview
Shared Chart Settings
Bubbles Chart Specific Settings
Bullets Chart Specific Settings
Pie and Ring Chart Specific Settings
Win-Loss Bars Chart Specific Settings