DataLens On-premises chart settings

Charts are configurable. For example, you can choose to display a legend, customize a color scheme, or set your own title.

Available settings depend on the type of chart being configured.

General settings

General settings affect the overall display of charts.
To open general settings, click on the left side of the screen above the chart.

Warning

The settings specified below may not be available for some chart types.

Name

Description

Header

Sets the header for the chart.

Available values:

  • Hide: Hide header.
  • Show: Show header. You can enter the header text in the text field on the right.

Legend

Displays the legend below the chart. The legend contains chart colors with text descriptions referring to the field values in the Colors section.

Available values:

  • On: Displays the legend if the field is specified in the Colors section.
  • Off: Hides the legend.

Tooltip

Displays tooltips when hovering over a chart item.

Available values:

  • On: Shows the tooltip.
  • Off: Hides the tooltip.

Sum in tooltips

Displays a sum in a tooltip when you hover over the chart.

Available values:

  • On: Displays a sum in a tooltip.
  • Off: Hides a sum in a tooltip.

Navigator

Displays an additional element below the chart, the navigator. It allows to reduce the data selection displayed on the chart.

Available values:

  • On: Shows the navigator.
  • Off: Hides the navigator.

For more information, see this guide.

Pagination

Breaks a table into pages. It is not available if only one page is displayed or there is no data.

Available values:

  • On: Displays the table part by part across a number of pages.
  • Off: Displays the whole table.

Limit

Sets the number of rows to export. This is also the number of rows displayed per page. Available if Pagination is enabled.

Grouping

Displays unique field values.

Available values:

  • On: Displays unique values.
  • Off: Displays all values.

Summary

Displays a row with total values for table columns. The row values are calculated using the same formulas as aggregation in the measure.

Available values:

  • On: Shows the Total row.
  • Off: Hides the Total row.

Preserving spaces and line breaks

Displays spaces and line breaks in the table as in the source data.

Available values:

  • On: Display all spaces and line breaks.
  • Off: Reduce multiple spaces and line breaks to a single space.

Stacking

Stacked or isolated data display for each category in the area chart.

Available values:

  • On: Displays stacked data.
  • Off: Displays unstacked data.

Field settings

You can configure:

To open settings of a dimension or a measure, click the icon to the left of its name.

Note

If you apply an aggregation to the dimension, it will become a measure and the relevant settings will become available for it.

Dimensions

Name

Description

Name

Sets a dimension name.

Type

Sets the type of dimension data.

Grouping

Sets the type of grouping or rounding. The setting is only available for the Date and Date and time type dimensions.

Format

Sets the format of how the values are displayed.

Date mode

Sets the date display mode. The setting is only available for the Date and Date and time type dimensions.

Available values:

  • Continuous: Displays all dates continuously.
  • Discrete: Displays dates that contain values.

Aggregation

Sets the aggregation type. Aggregation functions are available according to the Aggregating data table.

Markup

The field value will be formatted according to the option you select:

  • None: No markup.

  • HTML: HTML markup. Available only for String type fields. Here is an example:

    '<span style="font-size: 16px;">' +
str([Product - category])
+ '</span>'

  • Markdown: Markdown in DataLens On-premises markup. Available only for String type fields in relevant sections depending on visualization type.

    Visualization types

    Sections

    Scatter chart

    X, Y, Points, Colors, Shapes

    Tree chart

    Dimensions

    Line, Column, Bar, Pie, Ring, and Area chart

    Labels

This setting is not available in the following visualizations: Indicator, Table, and Pivot table.

Sub-totals

Shows columns and/or rows with subtotals. This setting is only available for Pivot table charts.

Measures

Name

Description

Name

Sets the measure name.

Type

Sets the type of measure data. Not available for QL charts.

Aggregation

Sets the aggregation type. Aggregation functions are available according to the Aggregating data table. Not available for QL charts.

Format

Sets value display format.

Decimal places

Sets the number of decimal places. Not available for QL charts.

Display groups of thousands

Enables displaying groups of thousands for numeric values.

Available values:

  • With separator: Displays spaces between groups of thousands.
  • Merged: Hide spaces between groups of thousands.

Prefix

Sets a text displayed before a value.

Postfix

Sets a text displayed after a value.

Dimension

Sets a rounding scale of values.

Section settings

To open section settings, click in the row with the section name.

Axes

Axis settings are only available for charts that have at least one X or Y axis:

  • Line chart.
  • Area chart (stacked and normalized).
  • Column chart (including normalized).
  • Bar chart (including normalized).
  • Scatter chart.

You can configure settings for both the X and Y axes.

Warning

Some of these settings may not be available for some axes.

Name

Description

Axis name

Sets an axis label.

Available values:

  • On: Use the field name. If the section contains multiple fields, DataLens uses the name of the field listed first.
  • Off: No axis label displayed.
  • Manually: Allows setting an axis name manually in a text field.

Axis type

Defines the axis type. This setting is available if the fields in the axis section are of the Fractional number type.

Available values:

  • Linear: Use linear axis.
  • Logarithmic: Use logarithmic axis. Suitable for charts with a large spread of values. The logarithmic axis allows you to display a fast-growing graph in a convenient form for analysis, reducing values by an order of magnitude.

Graph axis

This setting allows you to hide all axis elements: lines, labels, and grid.

Available values:

  • Show: Displays all axis elements.
  • Hide: Hides all axis elements.

Display mode

Enables configuring continuous chart display.

Available values:

  • Discrete: Plots the chart only for non-null values.
  • Continuous: Plots the chart for all values continuously. You can only use continuous mode for the Integer, Fractional number, Date, or Date and time data types.

Axis formatting

Sets the formatting of axis labels with numeric values, date values, or date and time values.

Available values:

  • Auto: Default formatting.
  • By first field on the X axis: Displays the X axis labels with the formatting specified in the Format setting for the first field in the X section. Available in the X axis settings for numeric values.
  • By first field on the Y axis: Displays the Y axis labels with the formatting specified in the Format setting for the first field in the Y section. Available in the Y axis settings for numeric values.
  • Manually: Allows setting formatting parameters corresponding to field data type in the axis section. Available for numeric values, date values, or date and time values.

Grid

Enables or disables grid display on the chart.

Available values:

  • On: Shows grid.
  • Off: Hides grid.

Grid increments, px

Sets grid increment in pixels. Available if the Grid setting is on.

Available values:

  • Auto: Calculates grid size automatically.
  • Manual: Specify grid size in pixels.

Labels

Shows or hides axis labels based on field values.

Available values:

  • On: Shows axis labels.
  • Off: Hides axis labels.

Label appearance

Sets the way the labels are displayed. Available if the Labels setting is on.

Available values:

  • Auto: Displays axis labels.
  • Horizontal: Displays axis labels horizontally.
  • Vertical: Displays axis labels vertically.
  • Angled: Displays axis labels at a 45-degree angle.

Null values

Allows you to select the handling method for null values.

Available values:

  • Hide: Hides null values in charts.
  • Connect: Connects field values where there are null values in between.
  • Display as 0: Displays null values in charts as zero (0) field values.
  • Use previous: Replaces null values with the value of the preceding point on the axis. Available in the Y axis settings for the stacked chart.

Scaling

Sets the chart axis scale.

Available values:

  • Auto: Enables autoscaling. You can specify how DataLens sets the scale: from 0 to the maximum field value (Autoscale from 0 to max) or from the minimum to the maximum field values (Autoscale from min to max).
  • Manually: Requires manual input of the axis scale. You can set the maximum and minimum values along the axis. DataLens will trim the chart lines by this value.

Colors

Generally, you can set a specific color for any graph value.

You can create color palettes and use them in your charts.

If the Legend option is enabled in common settings, placing this field into the Colors section will make the legend visible below the chart. The legend contains chart colors with text descriptions corresponding to the field values in the Colors section.

For tree chart, table (including a pivot table), the following settings are available:

Name

Description

Gradient type

Sets the number of gradient colors.

Available values:

  • Two-color: Sets two colors for the gradient.
  • Tree-color: Sets three colors for the gradient.

Colors

Sets a color for a value. Available colors depend on the gradient type.

Set threshold values

Allows you to set threshold values that will refer to each color.

Borders

Sets borders for geopolygons.

Available values:

  • Show: Displays geopolygon borders.
  • Hide: Hides geopolygon borders.

General color settings

To set up colors:

  1. In the top-right corner of the Colors section, click (the icon is displayed when you hover over the section).

  2. Specify the configuration:

    Note

    You can use the Palette type for dimensions and the Gradient type for measures.

    1. Set a color in one of the following ways:

      • Select a color palette from the preset options or one created by the user. You can set a color for each dimension from the preset options of the current color palette. To revert to the default colors for the current palette, click AUTO.

        Selecting a color from the color palette

        chart-color

      • Click and set the color in hex format. You can also specify background transparency as a percentage.

        Setting a color in hex format

        chart-color-16

      • Click and then click the color icon preceding its hex value. In the window that opens, select a color from the color palette or specify a color in RGB, HSL, or hex format. To switch between formats, click .

        Switching between color formats

        chart-color-rgb

        You can also use the eyedropper tool to select a color on the report page.

        Picking a color on the screen

        chart-color-eyedropper

    2. Click Apply.

    1. Click the gradient selection field and set the following properties:

      • Gradient type: Select two or three colors.

        • Gradient color: Select a color palette for the gradient from the list.
        • Gradient direction: Change the gradient direction using the icon.

      • Set threshold values: Set numeric thresholds for each color.

    2. Click Apply.

You can create color palettes and use them in your charts.

Forms

This setting is only available for line (including as part of a combined chart) and scatter charts in the wizard and in QL charts.

In a line chart, the setting allows you to set line shape and size, as well as line cap and junction style for a dimension or the Measure Names field. To configure line shapes and sizes:

  1. In the top-right corner of the Forms section, click (the icon appears when you hover over the section).

  2. On the Lines tab, specify the following for each value:

    • Select line thickness from the list or enter manually, from 1 to 12 pixels. If you select Auto, the size from the General settings tab or the default size will be used.
    • Select line shape from the preset values. If you select Auto, the shape from the General settings tab or the default shape will be used.
    Line settings

    line-chart-forms-settings

  3. In the General settings tab, set thickness, junction shape, and line caps for all values from the Lines tab.

    General line settings

    line-chart-forms-general-settings

In the scatter chart, the setting allows you to set the shape of the dimension points by selecting it from the preset shapes.

Labels

Labels display measure values on the chart. Markup functions are supported. For String type fields, you can configure using basic Markdown in DataLens On-premises syntax: click the icon before the field name and enable Markdown.

Labels are available for the following charts types:

  • Line chart.
  • Area chart (stacked and normalized).
  • Column chart (including normalized).
  • Bar chart (including normalized).
  • Pie chart.
  • Map.

Sorting

Allows you to sort chart values by measure or dimension.

Sorting is available for the following chart types:

  • Line chart.
  • Area chart (stacked and normalized).
  • Column chart (including normalized).
  • Bar chart (including normalized).
  • Pie chart.
  • Table (including a Pivot table).

Filters

Filters allow you to make a selection of values by dimension or measure.
Filters are available for all chart types.

Undoing and redoing changes in charts

When editing a chart in the wizard or a QL chart, you can now undo/redo any change introduced within the current version:

  • To undo changes, click in the top-right corner of the screen or press Ctrl (Cmd) + Z.
  • To redo changes, click or press Ctrl (Cmd) + Shift + Z.

You undo and redo changes that result in creating a new version.

Unsaved changes in the current version are reset:

  • When refreshing the page.
  • When saving a chart.
  • When switching to another version.
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