Advanced Chart Options

Use the advanced Chart options to change your Chart's goal calculation, customize the appearance of its axes, edit bar settings, and hide data series and date ranges.

A Chart's advanced options give you even more control over how your Charts should look and how data should be displayed. Depending on which type of Chart you're working with, the following can be configured:

• The goal of a Threshold or Bowling Chart
• The position of the legend
• The appearance of the X-Axis
• The appearance of any bars
• The appearance of the Left Y-Axis
• The appearance of the Right Y-Axis
• The visible date range
• The visible series

Who can edit a Chart?

Only the following people can edit a Chart's Details or its data:

• Anyone on the Chart's Team except for Followers or Participants.
• Anyone with the “Edit” permission for Items in the Chart's Location(s).

Working with a Chart's advanced options

To edit a Chart's advanced options, open the Chart with which you want to work, then:

• Click Actions in the top right corner of the page.

• Click Edit Chart in the resulting drop-down menu and the Chart's Edit Data window will open.

• Click Options. The "Chart Options" window will open.
  • Goal Series — This option will only appear for Threshold and Bowling Charts which have had at least one data series associated with a Threshold or Bowling series.
    
    • Expand the drop-down to choose which data series should be used to calculate the goal percentage.

• • Legend — Changes made to this section will not affect the appearance of a Chart's Bowling view.
    
    • Position: Expand the drop-down to choose where the legend should appear on the Chart — above, below, to the left, or to the right.
  • X-Axis — Changes made to this section will not affect the appearance of a Chart's Bowling view.
    
    • Title: The title will appear under the X-Axis on the Chart.
    • Axis Rotation: The value entered here determines the degree to which each X-Axis category will be rotated.
    • The Truncate Category Names checkbox: When this box is checked, each X-Axis category will be truncated. If enabled, a new field will appear beneath the checkbox.
      
      • Number of Characters: The value entered here determines how many characters will be shown for each X-Axis category before the category is truncated.
  • Bar Settings — Changes made to this section will not affect the appearance of any data series displayed as a line nor that of a Chart's Bowling view.
    
    • Max Bar Width: The value (1-100) entered here determines the maximum width of any bars on this Chart.
    • Min Bar Width: The value (1-100) entered here determines the minimum width of any bars on this Chart.
    • Series Gap Width: The value (0-100) entered here determines the minimum gap width between any bars within groups of series on the Chart.
    • Fill Opacity: Expand the drop-down to choose the opacity of any bars on this Chart.
    • Category/Date Gap Width: The value (0-100) entered here determines the minimum gap width of bars between groups of series on the Chart.
    • The Show Stacked Bar Toggle checkbox: When this box is checked, a "Show Stacked" option will appear by the Chart's legend. Clicking "Show Stacked" will toggle the stacked bar visualization on and off.
    • The Default to Stacked Bar checkbox: When this box is checked, the stacked bar visualization will become the default view.

• • Left Y-Axis — This section will not be available on Pareto Charts; changes made to this section will not affect the appearance of a Chart's Bowling view.
    
    • Title: The title will appear alongside the Left Y-Axis on the Chart.
    • Range: The upper and lower limits entered here will force this axis to only show this range, rather than automatically growing or shrinking to fit the Chart's data points.
    • Prefix: Characters entered in this field will appear to the left of all numbers on the Left Y-Axis. This lets you include special characters (such as "$").
    • Suffix: Characters entered in this field will appear to the right of all numbers on the Left Y-Axis. This lets you include special characters (such as "%").
  • Right Y-Axis — This section will not be available on Pareto Charts; changes made to this section will not affect the appearance of a Chart's Bowling view.
    
    • Title: The title will appear alongside the Right Y-Axis on the Chart.
    • Range: The upper and lower limits entered here will force this axis to only show this range, rather than automatically growing or shrinking to fit the Chart's data points.
    • Prefix: Characters entered in this field will appear to the left of all numbers on the Right Y-Axis. This lets you include special characters (such as "$").
    • Suffix: Characters entered in this field will appear to the right of all numbers on the Right Y-Axis. This lets you include special characters (such as "%").
  • Visible Date Range — Changes made to this section will not affect the appearance of a Chart that uses categories instead of dates.
    
    • Starting: Data preceding the date entered here will not be shown on the Chart by default, but a "Toggle Date Range" option will appear by the Chart's legend. Clicking "Toggle Date Range" will toggle the date range filter on and off.
    • Ending: Data from after the date entered here will not be shown on the Chart by default, but a "Toggle Date Range" option will appear by the Chart's legend. Clicking "Toggle Date Range" will toggle the date range filter on and off.
  • Visible Series — Changes made to this section will not affect the appearance of a Chart's Bowling view.
    
    • All data series on the Chart will be listed. When the box alongside a series is unchecked, that series's data will no longer be shown on the Chart by default, but a "Show Series" option will appear by the Chart's legend. Clicking "Show Series" will toggle the series filter on and off.
  • Click Save to save your changes and return to the Edit Data window.

• Click Save on the Edit Data window to update the Chart.