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 missing, 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 3 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 3 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 3 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 3 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 3 to open the expression editor.
Master item: You can create a master dimension based on the dimension expression by clicking Create new.
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.
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 missing, 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 3 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.
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 the measures 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 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.
Drag the dimensions and measures to set the sorting priority order. The numbers show the order.
Dimensions and measures can also be sorted internally:
Click the dimension or measure name to open the settings and click the sorting button to switch to Custom sorting. The following list shows the internal sorting priority order and sorting options. The sorting is either Ascending or Descending.
- Sort by expression: Enter an expression to sort by. Only available for dimensions.
- Sort numerically
- Sort alphabetically
Additionally, you can sort by load order by switching to Custom and leaving all sorting options unselected.
If you have set a custom order for a field, that custom order will override any selected internal sort order in Sorting. For more information, see Customizing the order of dimension values.
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.
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.
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:
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.
- 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.
- Show legend: By default set to Off. The legend is displayed if there is enough space. The placement can be changed in the Legend position setting.
- Show legend title: When selected, the legend title is displayed.