In the first post of this series, we got to know all about ‘Formula Column‘ – the various formula types we support, how/where to use them etc. In this post, let’s see another little explored feature of Zoho Reports – Colors.

As you know, Zoho Reports allows you to easily create various types of reports like charts, pivot tables, summary tables, dashboards etc. Charts are particularly liked by many due to their visual appeal and the easy manner in which they get to convey trends and to interpret or segregate large amounts of data. When it comes to charts, color is an important aspect as it helps differentiate one metric/measure from another. There are two different aspects of color when it comes to Zoho Reports. Let’s illustrate them here with examples.


Using the Color Palette


Let’s say you want to plot monthly sales and profit numbers. Drag-and-drop ‘Month’ in the X-axis and ‘Sales’ & ‘Profit’ as the two Y-axes. When you plot the chart, you will have something like the below.

Default colors for ‘Sales’ and ‘Profit’ are assigned by Zoho Reports. Go to the design mode by clicking on the

Edit Design

button. Click on the legend (‘Total Sales’ or ‘Total Profit’) and you’ll get to see the color palette. 


Choose the colors you want.


Using the Colors Shelf (Field)


Let’s say you want to plot monthly sales. But you would need to know how different regions contributed to sales. For this, you will be dropping ‘Date’ in the X-axis and ‘Sales’ in the Y-axis. And to plot the sales region-wise, you can drop ‘Region’ in the 

Color

field.


And you’ll now have the monthly sales for different regions.

You can change the default colors here too by clicking on the legend and choosing the

Change the Legend Color

option. That’s it. Hope it was simple and easy. Work with Colors in

Zoho Reports
 and do let us know how it goes.

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Arvind
Marketing & Business Development, Zoho Reports, SaaS BI, P: +1 408 916 9191 x 8064

  1. synnapsis

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