You open the properties panel for a visualization by clicking Edit in the toolbar and clicking the visualization that you want to edit.
If the properties panel is hidden, click Show properties in the lower right-hand corner.
Click Add to add a dimension or a measure.
On the Data tab, under Dimensions, click Add to open a list of available Dimensions and Fields. Select the dimension or field that you want to use.
You can also click to create a dimension in the expression editor. To be able to edit a dimension that is linked to a master item, you must first unlink the dimension. Another way to create a dimension is to type the expression directly in the text box. Expressions added in this way must begin with an equals sign (=). Here is an example with a calculated dimension:
=If (Week < 14, Week, 'Sales')
If Add is dimmed, you cannot add more dimensions.
<Dimension name>: Click the dimension name to open the dimension settings.
If you want to delete the dimension, right-click the dimension and select in the dialog. Alternatively, click the dimension and click .
- Dimension: Only displayed for master items. To be able to edit a dimension that is linked to a master item, you must first unlink the dimension.
- Field: If you have added a field from Fields in the assets panel, the field name is automatically displayed. Click to open the expression editor.
- Label: Enter a label for the dimension. If you have added a field from Fields in the assets panel, the field name is automatically displayed.
- Include null values: When selected, the measure values of all null dimensions are summarized and presented as one dimension item in a visualization. All null values are displayed as gaps or dashes (-).
- Limitation: Limits the number of displayed values. When you set a limitation, the only dimensions displayed are those where the measure value meets the limitation criterion:
No limitation: The default value.
Fixed number: Select to display the top or bottom values. Set the number of values. You can also use an expression to set the number. Click to open the expression editor.
Exact value: Use the operators and set the exact limit value. You can also use an expression to set the number. Click to open the expression editor.
Relative value: Use the operators and set the relative limit value in percent. You can also use an expression to set the number. Click to open the expression editor.
Calculated on measure: <measure>: Shown when you make a limitation to the number of displayed dimension values. The dimensions whose measure value meet the criterion are displayed.
- Show others: When selected, the last value in the visualization (colored gray), summarizes all the remaining values. When some kind of limitation is set (Fixed number, Exact value, or Relative number), the value counts as 1 in that setting. If, for example, Exact value is used and set to 10, the tenth value is Others.
- Other label: Enter a label for the summarized values (when Show others is selected). You can also use an expression as a label. Click to open the expression editor.
Master item: You can create a master dimension based on the dimension expression by clicking Create new.
Add alternative: Alternative dimensions and measures are dimensions and measures that are added to a visualization, but are not displayed until a user chooses to switch which dimensions and measures are being displayed during visual exploration.
You can drag the dimensions to set the order in which they are displayed in the visualization. Use the drag bars (o) to rearrange the order.
You can drag a field from Measures to Dimensions to change how it is used. Moving a measure to Dimensions removes its aggregation. You cannot drag a master measure to Dimensions. You can only drag a measure to Dimensions if its expression is simple. For more information on expressions, see Using expressions in visualizations.
On the Data tab, under Measures, click Add to open a list of available measures. Select the measure that you want to add to the visualization. If you select a field, you are automatically presented with some common aggregation functions that you can choose between for the measure.
If no measure is available, you need to create one. You can enter the expression directly in the text box, or click to create a measure in the expression editor.
To be able to edit a measure that is linked to a master item, you must first unlink the measure.
If Add is dimmed, you cannot add more measures.
<Measure name>: Click the measure to open the measure settings.
If you want to delete the measure, long-touch/right-click the measure and select in the dialog. Alternatively, click the measure and click .
Expression: Click to open the expression editor.The existing expression is displayed by default.
- Label: Enter a label for the measure. Measures not saved in Master items are by default displayed with the expression as label.
- Measure: Only displayed for master items. To be able to edit a measure that is linked to a master item, you must first unlink the measure.
- Number formatting: Different options for formatting the measure values. If you want to change the number format at app level, and not just for a single measure, it is better to do that in the regional settings, that is, in the SET statements at the beginning of the script in the data load editor.
Auto: Qlik Sense automatically sets a number formatting based on the source data.
To represent numeric abbreviations, the international SI units are used, such as k (thousand), M (million), and G (billion).
Number: By default, the formatting is set to Simple, and you can select the formatting from the options in the drop-down list. Click the button to change to Custom formatting, and use the Format pattern box to change the format pattern.
- # ##0 describes the number as an integer with a thousands separator. In this example " " is used as a thousands separator.
- ###0 describes the number as an integer without a thousands separator.
- 0000 describes the number as an integer with at least four digits. For example, the number 123 will be shown as 0123.
- 0.000 describes the number with three decimals. In this example "." is used as a decimal separator.
If you add the percent sign (%) to the format pattern, the measure values are automatically multiplied by 100.
- Money: By default, the format pattern used for money is the same as set up in the operating system. Use the Format pattern box to change the format pattern.
- Date: By default, the formatting is set to Simple, and you can select the formatting from the options in the drop-down list. Click the button to change to Custom formatting, and use the Format pattern box to change the format pattern.
- Duration: By default, the format pattern used for duration is the same as set up in the operating system. Duration can be formatted as days, or as a combination of days, hours, minutes, seconds and fractions of seconds. Use the Format pattern box to change the format pattern.
- Custom: By default, the format pattern used for custom is the same as set up in the operating system. Use the Format pattern boxes to change the format pattern.
- Decimal separator: Set the decimal separator.
- Thousands separator: Set the thousands separator.
- Format pattern: Set the number format pattern.
- Reset pattern: Click to reset to default pattern.
Measure expression: The format pattern is determined by the measure expression. Use this option to display custom number formatting for a measure in a visualization.
Only works with visualizations that accept measures.
Cannot be used with a box plot.
Does not affect the number formatting of the axis.
The following number formats are available:
Master item: You can create a master measure based on the measure expression by clicking Create new.
You can drag a field from Dimensions to Measures to change how it is used. Moving a dimension to Measures assigns it an aggregation. You cannot drag a master dimension to Measures.
The sorting is done automatically by measure size.
Include zero values: When unselected, measures that have the value ‘0’ are not included in the presentation. If there is more than one measure value, all the measure values must have the value ‘0’ to be excluded from the presentation.
Calculation condition: Specify an expression in this text field to set a condition that needs to be fulfilled (true) for the object to be displayed. The value may be entered as a calculated formula. For example: count(distinct Team)<3. If the condition is not fulfilled, the message or expression entered in Displayed message is displayed.
A calculation condition is useful when a chart or table is very big and makes the visualization slow to respond. A calculation condition can then help so that for example an object does not show until the user has filtered the data to a more manageable level by applying selections.
Show titles: Select to enable or disable titles, subtitles, and footnotes in the chart.
Enter Title, Subtitle, and Footnote. By default, the string is interpreted as a text string. However, you can also use the text field for an expression, or a combination of text and expression. An equals sign (=), at the beginning of a string shows that it contains an expression.
Click if you want to create an expression by using the expression editor.Information noteTitles are displayed on a single line. If you inject line breaks they will be ignored.
Assume that the following string is used, including quotation marks: 'Sales: ' & Sum(Sales).
By default, the string is interpreted as a text string and is displayed as presented in the example. But if you begin the string with an equals sign: (='Sales: ' & Sum(Sales)), the string is interpreted as an expression instead. The output is then Sales: <value of expression>, where <value of expression> is the calculated value.
- Show details: Set to Show if you want to allow users to be able to choose to view details, such as descriptions, measures, and dimensions.
State: Set the state to apply to the visualization. You can select:
- Any alternate state defined in Master items.
- <inherited>, in which case the state defined for the sheet is used.
- <default state>, which represents the state where no alternate state is applied.
For more information about alternate states, see Using alternate states for comparative analysis.
- Headers and labels:With the Auto setting, the display varies with the size of the treemap. Very small treemaps have no headers or leaf labels. Small treemaps have overlay labels and no leaf labels. Large treemaps have headers and (some) leaf labels. With the Custom option you can make settings for headers and leaf labels:
Headers: When set to Off, you can either use Overlay labels, or no labels at all, by setting Overlay labels to Off.
- Leaf labels: With the Auto setting the leaf labels are displayed if there is enough space.
- Value labels: Set this to Off if you want to hide value labels on bars. With the Auto setting, the value labels are displayed if there is enough space.
Colors and legends
- Colors: Select how the chart values are colored. There are two settings:
- Auto: Colors the chart values using default settings.
- Custom: Manually select the method of coloring your values in the chart. The following methods are available:
- Single color: Color the chart using a single color (by default blue). Use the color picker to change the dimension color.
Use library colors: Option available when a master dimension or master measure used in the visualization has a color assigned to it. You can select to use the master item colors or to disable the master item colors. In cases where a visualization has both a master dimension and a master measure that have colors assigned to them, you can select which to use in the visualization.
By dimension: Color the chart by dimension values. By default, 12 colors are used for the dimensions. The colors are reused when there are more than 12 dimension values. When selected, the following settings are available:
- Select dimension: Enter a field or expression containing the values to color objects in this chart.
- Library colors: Select whether to use the master dimension color or to disable the master dimension color. Option available only when a master dimension used in the visualization has a color assigned to it.
- Persistent colors: Select to have colors remain the same between selection states.
Color scheme: Select 12 colors or 100 colors to be used for the different values. The 12 colors can all be distinguished by people with color vision deficiency, but not all of the 100 colors.
- By measure:
- Select measure: Select the measure to use to color your chart.
- Library colors: Select whether to use the master measure colors or to disable the master measure colors. Option available only when a master measure used in the visualization has colors assigned to it.
- Label: Enter text or an expression for the measure that displays in the legend.
- Color scheme: Select a color scheme from the following options:
Sequential gradient: The transition between the different color groups is made using different shades of colors. High measure values have darker hues.
Sequential classes: The transition between the different color groups is made using distinctly different colors.
- Diverging gradient: Used when working with data that is ordered from low to high, for instance, to show the relationship between different areas on a chart. Low and high values have dark colors, mid-range colors are light.
- Diverging classes: Can be seen as two sequential classes combined, with the mid-range shared. The two extremes, high and low, are emphasized with dark colors with contrasting hues, and the mid-range critical values are emphasized with light colors.
- Reverse colors: When selected, the color scheme is reversed.
- Range: Define the range of values used to color by measure or by expression.
- Auto: The color range is set by the measure or expression values.
- Custom: When custom is selected, you can set the Min and Max values for the color range.
- By expression: Color the chart using an expression to define colors for values. Supported color formats are: RGB, ARGB, and HSL.
- Expression: Enter the expression that you want to use. Click to open the expression editor.
The expression is a color code: Selected by default. In most cases, it is best to keep this setting. When the selection is cleared, the expression evaluates to a number, which in turn is plotted against one of the chart gradients.
For more information, see Coloring a visualization
When the coloring is by measure or by expression, you can set the color range (Min and Max values). By setting the color range, the colors remain constant throughout selections and paging. When using color by expression, the option The expression is a color code must be cleared before you can set the color range.
- Single color: Color the chart using a single color (by default blue). Use the color picker to change the dimension color.
- Show legend: Not available when Single color is selected. By default set to Off. The legend is displayed if there is enough space. The placement can be changed in the Legend position setting.
- Legend position: Select where to display the legend.
- Show legend title: When selected, the legend title is displayed.
- Tooltip: Set to Custom to be able to add measures as tooltips. Any added measures will be displayed as additional tooltips over the rectangles.
- Hide basic rows: Hides the rows of the tooltip that show basic information. If a custom tooltip has no measures and a title and description, Hide basic rows will also hide dimension values as well.
- Add measure: Adds a measure to be shown as a tooltip. You can add a measure from a field using From a field. You can also use an expression to add a measure. Click to open the expression editor. The existing expression is displayed by default. You can add a title and description to the tooltip. You can change the label of the tooltip using Label as well as its formatting using Number formatting.