Customizing a chart

Customizing a Chart

When designing a chart, ManageEngine Analytics Plus offers wide range of options to customize the chart and improve the overall appearance in different ways. In this section we will discuss about various options provided by ManageEngine Analytics Plus to customize the chart that you create.

Title and Description

ManageEngine Analytics Plus provides options to add title and description of the chart when creating the chart. You can change the title as description at any time using the Settings screen.

To change the existing tile and description of a chart, follow the steps given below:

  • Open the corresponding chart.
  • Click Settings option in the toolbar. The Settings screen General tab will open as shown in the following screenshot.

 

  • Enter/modify the title and description of the chart into corresponding text boxes.
  • In the Display "Unknown" value As field, specify the value you wanted to display in the chart for null or empty values.
  • Incase of Pie and Funnel Chart, the Show Data Label As option will be available. With this you can set whether to display the percent or value as data label over the corresponding section. You could also choose to show chart without the data label.
  • Click Apply.

Axis Settings

ManageEngine Analytics Plus will automatically set values for chart axes properties such as X-axis and Y-axis labels, axis range, interval between labels, etc., while creating a chart. You can also customize these properties to suit your needs using the Axis tab in the Settings screen.

To customize axis settings:

  • Open chart and then click Settings option in the toolbar.
  • The Settings screen will open. Click the Axis tab. You can also open the Axis tab by clicking the settings icon next to X/Y Axis in Edit Mode.

 

The following table describes various options available in Axis tab.

OPTION                        DESCRIPTION
X Axis
Label

This option consists of two fields. They are:

Name - Text field to specify the name of the X-axis. By default, the name of the corresponding column will be set as axis label.
Font - Multi-column drop-down displaying options to customize the font style, size and color of the X-axis label.

Tick Marks

Font:

This option is used to set the font style of the tick marks in X axis. It contains a multi-column drop-down displaying options to customize the font style, size and color of the tick mark.

Direction:

This option can be used to set the orientation of X-axis tick labels. Available options are:

  • Auto - Align the tick labels in the most appropriate direction based on the number of characters in the tick label.
  • Horizontal - Align the tick labels in a horizontal direction.
  • Vertical - Align the tick labels in vertical direction (90-degree angle to the axis).
  • Slanting - Align the tick labels in slanting direction (45-degree angle to the axis).
Format

This option will be available only for a numeric column added in the axis. The Format link to format the numeric data for the tick marks. These options will be similar to that of the table column formatting. For more details refer here.

Range

ManageEngine Analytics Plus will automatically calculate the X-axis range based on the maximum and minimum values in the data series.

If required, you can set a custom range by selecting the Range check box and then entering the maximum and minimum values in the corresponding fields.

This option will be available only when numeric data columns are added to the X-axis and the chart type is set to Line, Area or Scatter chart.

Interval

ManageEngine Analytics Plus will automatically determine the interval between axis labels based on the axis label length and the size of the chart.

If required, you can set a custom interval by selecting the Interval check box and then enter the interval value in the corresponding field.

This option will be available only when numeric data columns are added to the X-axis and the chart type is set to Line, Area or Scatter chart.

Y Axis
Label

This option consists of two fields. They are:

  • Name - Text field to specify the name of the X-axis. By default, the name of the corresponding column will be set as axis label.
  • Font - Multi-column drop-down displaying options to customize the font style, size and color of the X-axis label.
Tick Marks

Font:

This option is used to set the font style of the tick marks in X axis. It contains a multi-column drop-down displaying options to customize the font style, size and color of the tick mark.

Direction:

This option can be used to set the orientation of X-axis tick labels. Available options are:

  • Auto - Align the tick labels in the most appropriate direction based on the number of characters in the tick label.
  • Horizontal - Align the tick labels in a horizontal direction.
  • Vertical - Align the tick labels in vertical direction (90-degree angle to the axis).
  • Slanting - Align the tick labels in slanting direction (45-degree angle to the axis).
Data LabelThis option can be used to display Y-axis values as data labels in the chart. On selecting this option a text string which displays the Y value corresponding to each data point will be added.
Note: In case, if you have dropped a column in to the Text shelf when creating a chart, then it will override the data label setting provided.
Format

This option will be available only for a numeric column added in the axis. The Format link to format the numeric data for the tick marks. These options will be similar to that of the table column formatting. For more details refer here.

Range

ManageEngine Analytics Plus will automatically calculate the X-axis range based on the maximum and minimum values in the data series.

If required, you can set a custom range by selecting the Range check box and then entering the maximum and minimum values in the corresponding fields.

This option will be available only when numeric data columns are added to the X-axis and the chart type is set to Line, Area or Scatter chart.

Interval

ManageEngine Analytics Plus will automatically determine the interval between axis labels based on the axis label length and the size of the chart.

If required, you can set a custom interval by selecting the Interval check box and then enter the interval value in the corresponding field.

This option will be available only when numeric data columns are added to the X-axis and the chart type is set to Line, Area or Scatter chart.

Note:

  • The Axis tab is not applicable for Pie and Web chart types, as they do not have any axis.

Borders and Colors

When a chart is created, ManageEngine Analytics Plus will set the default background and border for the new chart. However, you can customize these setting to enhance the look and feel of the chart. The Borders & Colors tab in the Settings screen provides various options to customize the chart appearance.

  • To customize the chart appearance:
  • Open chart and then click Settings option in the toolbar.
  • The Settings screen will open. Click the Borders & Colors tab.
  • Customize the chart and then click Apply.

The following screenshot illustrates the Borders & Colors tab.

 

The following table describes various options available in the Borders & Colors tab.

OPTION                        DESCRIPTION
Chart Fill Color

This option is used to customize the default color of the chart fill for single data series.

Border Style

This option is used to customize the chart border. This consists of two options.

  • A drop-down to set the border line style.
  • A color picker to set the border line color.
Grid line Style

This option is used to customize the chart grid line. This consists of two options.

  • A drop-down to set the grid line style.
  • A color picker to set the grid line color.
Background Color

This option is used to set the chart background. Available options are:

  • Default - Set the default setting as chart background.
  • Normal - Set the selected single solid color as the chart background.

Legend Settings

Legend in a chart provides a quick overview of the different data series involved in the chart along with the color associated with each series. Legend consists of Legend Title and Legend Items. Each legend item consists of a colored box that indicates the data series and the name of the data series.

In ManageEngine Analytics Plus, by default the legend will be placed on the right side of the chart and legend items will be added to it depending on the data series involved in the chart. You can customize the legend position, legend title, legend filters and the colors of each data series easily.

To customize the legend:

The following screenshot illustrates the Legend tab.

The following table describes the options available in the Legend tab:

OPTIONDESCRIPTION
Show LegendThis option allow you to show or hide the legend in your chart
Show Legend Title

This option allow you to show or hide the legend title in the chart. You can also change the default title of the legend by typing in the title you want in to the Legend Title text box.

Show Legend Filters This option allows you to add Legend Filters which enables your chart users to dynamically filter the data series using the legend items. On selecting this option a check box will be added to each legend item. Refer here to know how to use the Legend filters to filter a data series.
Legend PositionThis option allows you to set the position of the Legend in a chart. Supported positions are:
  • Right
  • Left
  • Top-Left
  • Top-Center
  • Top-Right
  • Bottom-Left
  • Bottom-Center
  • Bottom-Right
  Color Palette

Select the color palette to choose from. They are categorized into different types. Supported options include,

  • solid
  • monochrome
  • gradient

You can also select a color palette from a pre-defined set of color palettes listed under the Select Color Palette option. Apart from this, you can also add new color palettes.  

Colors

This option allows you to override the colors of the individual series of the chart. 

Use palette colors - In case you have over-ridden any of the series colors using the Colors option mentioned above, you can use the "Use Palette Colors" option to reset the series colors with the colors of the selected color palette.

The following screen shot illustrates the resulting legend, when Show Legend Title and Legend Filters options are selected and Legend Position is set to Bottom Left

You can also change the color of each data series using the corresponding legend item in Chart Edit Mode. Refer to the Customizing Chart Colors section to know how to customize chart color using legend.

Adding Threshold

ManageEngine Analytics Plus provides an option to draw threshold lines in charts to highlight specific values. Threshold lines can be added horizontally or vertically at a fixed value on the X or Y-axis of a chart. A threshold will be useful to highlight specific values for better visualization and for comparing the data series. 

For example, you can set a threshold line to represent sales target, and another to represent the lowest acceptable sales for a particular month. This helps to spot regions that are out of this range. 

To add a threshold in your chart:

  • Open the corresponding chart and click the Settings option in the toolbar.
  • Click the Threshold tab in the Settings screen.

You can configure the following settings.

  • Scope: Select the Scope of the Threshold. 
    • Entire Table: Applies the same threshold for the entire dataset represented in the report.
    • Per Cell: Applies different threshold lines for each data point represented in the report. 

Example: The following images illustrate charts with a single threshold line for the entire chart and multiple threshold lines for each data point in a chart.

Single threshold line:

Multiple threshold lines:

  • Reference axis: For charts with multiple y-axes, select the axes you wish to use as reference from the Reference Axis drop-down. 
  • Value: Analytics Plus provides the option to choose static or dynamic threshold values. 
    • A static threshold is a reference line set at a constant value. This value is added manually by selecting Constant from the Value drop-down. 
    • A dynamic threshold is a reference line drawn to represent computed values such as minimum, maximum, average or sum of columns in your reference axis. To add a dynamic threshold line, select a function from the Value drop-down. 

Example: The below image illustrates a case where a dynamic function, namely average sales, has been set as the threshold. 

  • Enter the desired label for the threshold line in the Name text box.
  • Select the line type and color from the Formatting drop-down.
  • You can add more thresholds using the +Add Threshold link.
  • Click Apply once you have added required threshold lines.

Note: You can remove an existing threshold any time using the Remove link next to the corresponding threshold in Settings screen. 

Setting Chart Drill Down Path  

The Drill Down tab allows you to set a drill down path for your chart axis. This path is specific to the chart where you are defining it.

To Define a drill down path:  

  • Open the corresponding chart and click Settings option in the toolbar.

  • The Settings screen will open. Click the Drill Down tab.

  • The Drill Down tab will open. In case if there is any drill paths already defined at the table level it will be displayed by default.

  • You can modify the drill down paths or define new path for the chart axis.

  • Click Apply. The drill down path will be defined for this chart.

If you want to define the path globally (i.e., for all charts), then you need to define that for the corresponding columns at the table level. 

Customizing Chart Color

In ManageEngine Analytics Plus, when you create a chart, colors to represent the various data series involved will be automatically added to your chart. However, you can change the default colors of the data series.

To customize the data series colors in your chart:

  • Open your chart in Edit Design Mode.

  • Click on the color box of the legend item of the data series for which you want to change the color.

  • Select Change the Legend Color option in the menu that shows up.

  • A color picker dialog opens. Choose the required color from the full range of colors available. You can also specify the color by specifying the RGB value or the Hexadecimal value in the corresponding fields provided.

  • Click OK after choosing the required color.

The newly chosen color will show up in your chart for the corresponding data series as shown below.

 

Note: 

  • You can also customize the color of the single data series using the Chart Color Fill option in the Borders & Colors tab in Settings screen. 
    • Open chart and then click Settings button.

    • The Settings screen will open. Click the Tooltip tab.

    • Specify the tooltip label name in Label field.

    • Click Format link to format the data for the tooltip. The options in the Format column dialog will vary depending the data type of the column. These options will be similar to that of the table column formatting. For more details refer here.

    • Open the corresponding chart and click Settings option in the toolbar.

    • The Settings screen will open. Click the Legend tab.

    • The Legend tab provides various options to customize the legend properties. Set the options as required and then click Apply.

    • Open the corresponding chart and then click Settings option in the toolbar.

    • Click the Threshold tab in the Settings screen.

    • Add a threshold value by selecting a reference axis in the Reference Axis drop-down.

    • Enter the desired name of the threshold line in the Name text box.

    • Enter the value of data point at which you want to draw a horizontal/vertical line in your chart in the Value text box.

    • ManageEngine Analytics Plus will automatically set threshold color. You can also change the default color using the color picker.

    • You can add more thresholds using the +Add Threshold link.

    • Click Apply once you have added required threshold lines.

    • Open the corresponding chart and click Settings option in the toolbar.

    • The Settings screen will open. Click the Drill Down tab.

    • The Drill Down tab will open. In case if there is any drill paths already defined at the table level it will be displayed by default.

    • You can modify the drill down paths or define new path for the chart axis.  

    • Click Apply. The drill down path will be defined for this chart. 

    • Open your chart in Edit Design Mode.

    • Click on the color box of the legend item of the data series for which you want to change the color.

    • Select Change the Legend Color option in the menu that shows up.

    • A color picker dialog opens. Choose the required color from the full range of colors available. You can also specify the color by specifying the RGB value or the Hexadecimal value in the corresponding fields provided.

    • Click OK after choosing the required color.

 

Format options in charts 

The format menu offers a centralized location to customize the X axis, Y axis, color, and tooltip.

To customize these components,  

  • Click on the Settings button > Select the Format menu.
  • Click on the Format button beside the Tooltip Label.

chart-settings-format

For date fields, you can choose from a list of date formats, or create your own custom format using the text box.

chart-format-date

The format options for a currency type column are: 

  • Currency Symbol - you can choose country-specific currency symbols from the drop-down.
  • Units - You can select units in the range of Thousands (K), Millions (M), Billions (B), or choose Auto to let Analytics Plus display the closest unit. 
  • Decimal Places - You can choose to display up to 10 decimal places for a column. 
  • Negative Number Display - You can choose how sub-zero values are displayed on your charts. 

chart-format-currency

Similarly, for a percentage value data type, you can select the number of decimal places, separator, and choose to show or hide the percentage symbol.

chart-format-percentage

 

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