Customizing your ViewChart

There are three sections in chart properties, Common, Default Series, Axes and Other Series.  These three sections control specific behaviours of the Chart, the common properties, the default series properties and the Axes and Other Series properties.

Common Properties

The common properties section allows you to control the following:

common_chart_properties

Title

Toggle whether you want to show a title on your chart.

Text

The text that you want to show as your title.

Alignment

The position and alignment for your title in two sets:

  • Vertical
  • Top
  • Bottom
  • Horizontal
  • Left
  • Middle
  • Right

Title Colour

The colour of the title text.

Legend

Toggle whether or not to show a legend on the chart.

Alignment

The alignment of the legend with the following options:

  • Top Centre
  • Left Middle
  • Bottom Centre
  • Right Middle

Drillable

Toggle whether or not the users of the chart can drill down.

Animations

Toggle whether or not to show the chart animating from one state to another.

Tooltips

Toggle whether or not to show tooltips over the charts data points.

Theme

The preset colour theme for your chart.

Default Series Properties

These properties allow you to specify a chart type as well as specific series formatting for the default series.  This is always the left most column in your data.

Chart Type

Select the type of chart you want to display from the following options:

  • Column
  • Bar
  • Line
  • Area
  • Pie
  • Dognut
  • Funnel
  • Bubble
  • Waterfall (Horizontal)
  • Waterfall (Vertical)

Axis Position

Which value axis will this series plot against, one of:

  • Primary (left)
  • Secondary (right)

Series Colour

The colour this series will show on your chart.

Labels

Toggle whether or not to show series labels.

Format

Set a number format on the labels. For more information on formating, see Date Formatting and Number Formatting.

Position

Set the position of the labels against the data point. This is different for the different chart types and could be one of:

  • Above
  • Below
  • Bottom
  • Center
  • InsideBase
  • InsideEnd
  • Left
  • OutsideEnd
  • Right
  • Top

Label Colour

The text colour of the labels.

Specific for Chart Type:  Column, Bar

column_bar_properties

Stacked

Toggle whether you want to show you data as a stack.

Stacked 100%

Toggle whether to show the data points as a percentage against the total for the category.

Gap

Toggle whether you want to show a title on your chart.

Spacing

Allows you to set the distance between series points in a category expressed as a percentage of the bar width.

Specific for Chart Type:  Line, Area

line_area_properties

Stacked

Toggle whether you want to show you data as a stack.

Stacked 100%

Toggle whether to show the data points as a percentage against the total for the category.

Specific for Chart Type:  Pie, Dognut

pie_dognut_properties

Specific for Chart Type:  Funnel

funnel_properties

Dynamic Height

Toggle whether you want to show the funnel chart with a dynamic or static height. When dynamic, the size of each part of the funnel will be relative to the size of the data for that data point.

Dynamic Slope

Toggle whether you set to true the ratio of the bases of each segment is calculated based on the ratio of currentDataItem.value/nextDataItem.value The last element is always created like a rectangle since there is no following element.

Neck Rato

Specifies the ratio top-base/bottom-base of the whole chart. For example. a Neck Ratio set to three means the top base is three times smaller than the bottom base.

Only available when Dynamic Slope is disabled.

Spacing

Allows you to set the distance between series points in a category expressed as a percentage of the width.

Specific for Chart Type:  Bubble

bubble_properties

Specific for Chart Type:  Waterfall

waterfall_properties

Gap

Allows you to set the distance between categories expressed as a percentage of the bar width.

Reverse Sign

Toggle whether you want to reverse the sign of the data being shown.

Start Colour

The colour of the first bar in the waterfall chart.

Up Colour

The colour of the bars that move upwards in the waterfall chart.

Down Colour

The colour of the bars that move downwards in the waterfall chart.

Other Colour

The colour of the bar that represents the other bar, which will show as the penultimate bar and will make up the difference between the first bar, plus the movements, minus the last bar.

End Colour

The colour of the last bar in the waterfall chart.

Axes and Other Series

This section has three parts, Other Series properties, Value Axis properties and Category Axis properties.

Value Axis

The Value Axis can have a Primary and Secondary set of properties configured depending on the chart type and whether or not you are plotting any of your series on the secondary axis.  The properties are the same for both axes.

value_axis_properties

Title

Toggle whether you want to show a title on your chart.

Text

The text that you want to show as your title.

Alignment

The position and alignment for your title in two sets:

  • Vertical
  • Top
  • Bottom
  • Horizontal
  • Left
  • Middle
  • Right
Title Colour

The colour of the title text.

Auto Scale

Toggle auto scaling of the axis data on / off. See this article to read more about Auto Scaling Charts

Labels

Toggle whether or not to show series labels.

Trim (Chars)

Enable the trimming of the label text. See this article to read more about Label Trimming

Trim From Out

Start the trimming from the outside (start) or inside (end).

Trim At First

Specify a character or set of characters at which the labels will be trimmed.

Trim Max Chars

Specify the maximum number of characters that you want in the label.

Format

Set a number format on the labels. For more information on formating, see Date Formatting and Number Formatting.

Position

Set the position of the labels against the data point. This is different for the different chart types and could be one of:

  • Above
  • Below
  • Bottom
  • Center
  • InsideBase
  • InsideEnd
  • Left
  • OutsideEnd
  • Right
  • Top
Rotation

The angle of rotation for the labels on this axis. This is set to auto by default which means the chart will choose the best option based on your lable length and number of labels shown.

Label Colour

The text colour of the labels.

Min

Toggle whether you are going to set a minimum for the chart.

The default is enabled and set to auto where the chart will automatically determine the minimum point based on your data. If the minimum value is above zero, it will be zero. If the minimum value is below zero, it will be lower than that point by a calculated amount.

The minimum can also be expressed as an exact number or a percentage (decimal between 0 and 1 or value with a percent sign) For example, if you are building a Waterfall chart and you want to make sure there is as much room as possible, you may set the minimum to something like 0.05 (5%) so that the distance from the lowest point to the chart category is 5% less than the smallest number.

Max

Toggle whether you are going to set a maximum for the chart.

The default is enabled and set to auto where the chart will automatically determine the maximum point based on your data. If the maximum value is above zero, it will be higher than that point by a calculated amount. If the maximum is below zero, it will be zero.

The maximum can also be expressed as an exact number or a percentage (decimal between 0 and 1 or value with a percent sign) For example, if you are building a Waterfall chart and you want to make sure there is as much room as possible, you may set the maximum to something like 0.05 (5%) so that the distance from the highest point to the top of the chart is 5% more than the largest number.

Major Grid

Toggle whether or not to show the major grid lines. These are the lines that are an extension of the major ticks through the body of the chart.

Minor Grid

Toggle whether or not to show the minor grid lines. These are the lines that are an extension of the minor ticks through the body of the chart.

Major Ticks

Toggle whether or not to show the major tick marks on the axis.

Minor Ticks

Toggle whether or not to show the minor tick marks on the axis.

Category Axis

The Category Axis is generally the horizontal axis.

category_axis_properties

Title

Toggle whether you want to show a title on your chart.

Text

The text that you want to show as your title.

Alignment

The position and alignment for your title in two sets:

  • Vertical
  • Top
  • Bottom
  • Horizontal
  • Left
  • Middle
  • Right
Title Colour

The colour of the title text.

Labels

Toggle whether or not to show series labels.

Format

Set a number format on the labels. For more information on formating, see Date Formatting and Number Formatting.

Position

Set the position of the labels against the data point. This is different for the different chart types and could be one of:

  • Above
  • Below
  • Bottom
  • Center
  • InsideBase
  • InsideEnd
  • Left
  • OutsideEnd
  • Right
  • Top
Label Colour

The text colour of the labels.

Major Grid

Toggle whether or not to show the major grid lines. These are the lines that are an extension of the major ticks through the body of the chart.

Minor Grid

Toggle whether or not to show the minor grid lines. These are the lines that are an extension of the minor ticks through the body of the chart.

Major Ticks

Toggle whether or not to show the major tick marks on the axis.

Minor Ticks

Toggle whether or not to show the minor tick marks on the axis.

Other Series

In this section, you will see a collapsed section for each series detected in your data (your columns). By default, they are toggled to inherit the properties from the default series as above, but you can disable this inheritance by using the toggle button on the right end of each series heading.  The first image to the right shows the properties for November as not inherited and the properties December as inherited.

other_series_properties

The properties you can set on the series are the same as the default series except for the chart types you can set as there are certain chart types that can not go together, for example a Bar and a Pie.