Auto Scaling of Data¶
Auto scaling is on by default for all new charts and will require a small change to charts created in previous versions (prior to CALUMO v12.2.1.125), see Updating Existing Charts below.
When auto scaling is enabled, data will be rounded and scaled into the unit of measure of the largest number (positive or negative) in the data set, have an applicable number format applied and also be appended with the appropriate indicator for the unit of measure.
The units of measure and indicators are as follows:
| Unit of Measure | Appended Indicator |
|---|---|
| Up to a Thousand | none |
| Thousands | k |
| Millions | M |
| Billions | B |
With auto scaling enabled all data and label number formats will be set to auto and the Value Axis Min/Max settings will be enabled and auto.
Precision Rules¶
The rules of auto scaling are to format the numbers in the chart to three significant digits so that depending on the unit of measure the number is in, the correct precision can be shown.
- Single units will get two decimal points of precision, e.g. 1,432,000 will become 1.43 M
- Tens units will get one decimal points of precision, e.g. 10,821 will become 10.8 k
- Hundreds units will get no decimal points of precision e.g. 654,032,923 will become 654 M
Updating Existing Charts¶
To update existing charts to take advantage of auto scaling, open them up in Chart Design mode and toggle the Auto Scale property off and then on. This will cause a reset of all the number and label formatting in use in your chart and set the defaults for auto scaling.
Value Axis Min/Max Settings¶
When Auto Scale is disabled in the chart properties of a CALUMO View, the Value Axis Min and Max settings control the visible range of the chart’s value axis.
- Min defines the lower bound (axis floor).
-
Max defines the upper bound (axis ceiling).
-
The values entered in these settings determine how the chart displays its data. Depending on the value entered, the axis bound can be calculated automatically, set to a fixed value, pinned to zero, or adjusted using percentage-based padding.
Supported Min/Max Values¶
The following table describes how values entered in the Min and Max settings are interpreted.
| Value Entered | Meaning | Example (data maximum = 50,000) |
|---|---|---|
auto |
Allows the chart to determine the axis bound automatically, with appropriate padding around the data. | The axis adjusts to fit the data. |
A whole number (e.g. 6000) |
Uses the entered number as the exact axis bound. | Max becomes 6,000. |
A decimal greater than 1 (e.g. 1500.75) |
Uses the entered number as the exact axis bound. | Max becomes 1,500.75. |
0 |
Pins the axis bound to zero. | The axis floor or ceiling is set to 0. |
A decimal between 0 and 1 (e.g. 0.1) |
Treats the value as a percentage modifier that adds padding around the data, rather than as a literal axis value. | 0.1 represents 10% padding. With a largest value of 50,000, Max becomes approximately 55,000. |
A percentage (e.g. 10%) |
Applies the equivalent percentage-based padding. | 10% adds 10% padding. With a largest value of 50,000, Max becomes approximately 55,000. |
Percentage-Based Padding¶
Values between 0 and 1 are interpreted as percentage modifiers rather than literal axis values. Entering a percentage applies the same behavior as entering its equivalent decimal value.
Examples:
| Value Entered | Padding Applied |
|---|---|
0.1 or 10% |
10% |
0.25 or 25% |
25% |
0.5 or 50% |
50% |
For example, if the largest data value is 50,000, entering 0.1 or 10% in Max adds approximately 10% padding, making the upper bound approximately 55,000.
Similarly, entering 0.1 in Min adds 10% padding below the smallest data value.
Note: Small decimal values between 0 and 1, such as 0.1, 0.25, and 0.5, are always interpreted as percentage modifiers. They do not set the axis to those literal values. To set an exact axis bound, enter the required number directly. For example, enter 55000 to set Max to 55,000 instead of entering 0.1.
Supported Chart Types¶
Min/Max behavior depends on the chart type.
| Support Level | Chart Types | Behavior |
|---|---|---|
| Fully supported | Column, Bar, Line, Area | Custom Min/Max settings are supported when Auto Scale is disabled. |
| Not supported | Waterfall, Horizontal Waterfall | Custom Min/Max settings are not supported on the primary axis. |
| Not applicable | Pie, Donut, Funnel, TreeMap | Min/Max settings do not apply to these chart types. |
| Handled separately | RadarLine | Min/Max behavior is handled separately for this chart type. |
Stacked Charts¶
Stacked chart types ignore custom Min/Max values and use the charting library’s automatic scaling behavior. As a result, entering custom axis bounds does not override the automatically calculated axis range for these charts.
Summary¶
- Auto Scale enabled: Data is automatically scaled and formatted, and the Value Axis Min/Max settings are set to
auto. - Auto Scale disabled: The Min and Max settings determine the visible value range according to the values entered.
- Fixed values: Whole numbers and decimal values greater than
1set an exact axis bound. - Percentage modifiers: Values between
0and1, including equivalent percentage entries, add padding around the data. - Chart type limitations: Min/Max support varies by chart type, and stacked charts continue to use automatic scaling.