Customizing a chart

Customizing a Chart

When designing a chart, Zoho Analytics 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 Zoho Analytics to customize the chart that you create.

Title and Description 

Zoho Analytics provides options to customize the chart title, description and data display in the General tab.
To customize these settings :

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

 

The following table describes various options in general tab.

OptionDescription
General
TitleSpecify the unique title of the chart. This is mandatory.
Description

Specify a description of the chart. This is Optional.

Display
Display 'Unknown' value asspecify the value you wanted to display in the chart if data contains null or empty values.
Show Missing Values Select Show Missing Values to plot the chart including the data points (date/categories) which does not have any corresponding value in the underlying data. Deselecting this will skip these points in the axis.
Show Data LabelThis option will be available in case of Pie and Funnel Chart. With this you can set whether to display the percentage or value as data label over the corresponding section. You could also choose to show chart without the data label.
Show Conversion Rate

Select this to display the conversion rate of the funnel in percentage, by comparing the value of the last slice with the first slice in the funnel.

Funnel Design Select the funnel design. The available options are.
  • weighted height
  • Uniform height
  • weighted width
  • Click Apply once you have set all required options.

 Axis Settings

Zoho Analytics 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.

OptionDescription
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

Zoho Analytics 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

Zoho Analytics 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 Label

This 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

Zoho Analytics 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

Zoho Analytics 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, Zoho Analytics 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 the 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.

OptionDescription
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.

 Tooltip

The Tooltip tab will be available only when a column is added in Tooltip field while creating the chart. This enable you to format the data for the chart tooltip.
To customize the chart tooltip:

  • 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.

The following screenshot illustrates the Tooltip tab.

 

Format

Zoho Analytics allows you to format all the columns used in the report creation individually. You can also format the data labels and tooltips individually. 

Watch the below video to learn more.

Note:

In case, if you have created a Pie chart, Zoho Analytics allows you to format the Percentage and Value datatype as shown in the image below.

 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 Zoho Analytics, 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:

  • 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 click Apply.

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

OptionDescription
Legend PositionThis option allows you to set the position of the Legend in a chart. Supported positions are:
  • Hide
  • Auto
  • Right
  • Left
  • Top Left
  • Top Center
  • Top Right
  • Bottom Left
  • Bottom Center
  • Bottom Right
Title

This option has two fields. 

  • A checkbox which allows you to show or hide the legend title. 
  • A text field, in which you can change the default title of the legend. You can also customize the font style of the legend title using the drop down next to this field.
FontUsing this option you can customize the font style of the legend items.
Legend Style

Specify whether to display the legend items with or without the corresponding values. 

You can also customize the format to display data using the Format link. 

Legend FiltersSelect this option to enable legend items to act as filters in the chart view mode. This allows users to dynamically filter the data series using the legend items. 
Click here to know how to use legend filters to filter a data series.
Palette Type

Analytics Plus offers three types of palettes for the legends. They are:

  • Solid color
  • Monochrome
  • Gradient
Color Palette Select the color palette that you want to apply to your data series. 
You can also select a color palette based on the Palette Type that is selected. Analytics Plus has a predefined set of color palettes that you can choose from. Apart from this, you can also add new color palettes.
Colors Using this option, you can override the colors of the individual series of the chart. Once you override the palette, you will find the following options. 
  • Use Palette colors: Click this to reset the color to the selected palette. 
  • Save as New Palette: Click this to save the selected colors as a new palette for the workspace. 

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 Edit mode. Refer to the Customizing Chart Colors section to know how to customize chart color using legend.

 Adding Threshold

Zoho Analytics provides you an option to draw threshold lines in a chart 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 maximum sale target, and another to represent the lowest acceptable sales target to spot regions that are out of sales target easily. Zoho Analytics allows you to add two types of threshold lines - Static and Dynamic Threshold lines.

Static Threshold: The Static threshold function allows you to set a constant value as a threshold line. 

To add a threshold in your chart:

  • Open the corresponding chart and then click Settings option in the toolbar.
  • Click the Threshold tab in the Settings screen.
  • Select the Scope of the Threshold, the available options are
    • Entire Table: Applies the same threshold for the entire table.
    • Per Cell: Applies a threshold for a single cell. This option is recommended while creating dynamic thresholds.
      It is not applicable for charts with multiple columns in Y axis.
  • Select the reference axis from the Reference Axis drop-down.
  • Select Constant from the Value drop-down and enter a value.
  • Enter the desired name of 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.

Dynamic Threshold: The Dynamic threshold feature allows you to apply dynamic functions such as Sum, Average, Minimum and Maximum over the columns in your reference axis or over a different column.

To add a threshold in your chart:

  • Open the corresponding chart and then click Settings option in the toolbar.
  • Click the Threshold tab in the Settings screen.
  • Select the Scope of the Threshold, the available options are
    • Per Cell: Applies a threshold for a single cell. Not applicable for columns with multiple Y axis.
      Shown below is a sample screenshot displaying the threshold line based on the per cell. It displays the average sales per cell.
    • Entire Table: Applies the same threshold for the entire table.
      Shown below is a sample screenshot displaying the threshold line for the entire table.  It displays the average sales for the entire table.
  • Select the reference axis in the Reference Axis drop-down.
  • Select the function that you wish to apply from the Value drop-down. You can add dynamic functions such as Sum, Avg, Min, and Max on the reference axis column or on a different column.
  • Enter the desired name of 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.

The following screenshot illustrates a chart with two threshold lines.

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

 Chart Drill Down Path

Zoho Analytics allows you to drill down on your chart, enabling you to do powerful exploratory analytics. With this, You can click on any point in the chart and visualize the underlying data points as a new chart. Zoho Analytics by default provides a Drill Down path for the Charts. 

You can also specify a custom drill down path for your charts using the Drill Down tab of the Settings page. 

Setting a drill down path 

Follow the steps below to configure a drill down path for your chart.

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

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

  3. The Drill Down tab will open.

  4.  In case if there are any drill paths already defined at the table level it will be displayed by default. You can modify the drill down paths or define a new path for the chart axis.  

  5. You can define drill down path for X-Axis Path and Color Path.

  6. Click Apply. The drill down path will be defined for this chart. This will be listed in your chart as Drill Down To 'Column Name to drill down'.

This path is specific to the chart where you are defining it. 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. To know more refer this documentation.

Disabling drill down

You can disable the drill down option in your chart by deselecting the required options in the Drill Down tab of the chart's Settings page. 

  • Drill Down: Deselect this to remove the drill down option from your chart completely.

  • X-Axis Path: Deselect this to remove the drill down option based on X-Axis' column path.

  • Color Path: Deselect this to remove the drill down option based on the chart's Color column.

  • Allow Dynamic Drill Down: Deselect this to remove the dynamic Drill Down By option from the chart. 

 Customizing Chart Color

In Zoho Analytics, when you create a chart, colors to represent the various data series involved will be automatically assigned to your chart. This will be picked from the color palette assigned 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 or choose a color from the listed color palette.
  • 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.

You can also customize the legend colors using the Legend tab in the Settings option. Refer to the legends section to learn more.

We have now seen how to customize the chart colors for a single chart. It is also possible to change the chart colors for all the charts in your Workspace. Refer to the color palette document to learn more.

Note:

  • You can customize the color of the single data series using the Chart Color Fill option in the Borders & Colors tab inthe Settings screen.

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.

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

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. 

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.

Please refer Forecasting options in charts from this page.

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