You open the properties panel for a visualization by clicking Edit sheet 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 field.
On the Data tab, under Fields, click Add to open a list of available Fields. Select the field that you want to use.
You can also click to create a field in the expression editor. Another way to create a field 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 field:
=If (Week < 14, Week, 'Sales')
If Add is dimmed, you cannot add more fields.
- <Field name>
Field: Click the field name to open the field settings.
If you want to delete the field, right-click the field and select in the dialog. Alternatively, click the field and click .
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 field.
- 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 (-).
Master item: Create a master dimension based on the dimension expression by clicking Add new. If the dimension is already linked to a master item, click Edit to update the master item. All instances of the linked dimension will be updated.
- Add alternative: Alternative fields are fields that are added to a visualization, but are not displayed until a user chooses to switch which fields are being displayed during visual exploration.
On the Data tab, under Scripts, click Add to create a chart script. You can add more than one chart script.
You can enter the chart script directly in the text box, or click to create a chart script in the expression editor.
Using chart level scripting in visualizations
Bars: You can set Bars to Auto or Custom:
Auto divides the data into the optimal number of bars based on the current data selection. You do not need to make any other settings. The calculation is based on Sturge's formula.
Custom lets you define how to divide the data into bars.
- Number of bars: Set Maximum number to the number of bars you want to divide the data into.
Bar width (x-axis): Set Width to define how wide each bar is. This is based on the values on the x-axis.
You can offset the bars by changing the Offset setting.
If you set Width to 2 and keep the default Offset setting 0, your bars may be defined 0 to 2, 2 to 4, 4 to 6, and so on. If you change Offset to 1, the bars are defined -1 to 1, 1 to 3, 3 to 5, and so on.
- Count distinct values only: Select this to exclude duplicate values.
Data handling: 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 slow to respond due to a large amount of data. You can use the calculation condition to hide an object until the user has filtered the data to a more manageable level by applying selections. Use the Displayed message property to guide the user to filter the data.
Reference lines: Add reference line: Click to add a new reference line.
- Show: When selected, the reference line is displayed.
- Label: Enter a label for the reference line.
- Color: In the color picker, select the color of the reference line and the label.
- Reference line expression: Enter a value or an expression for the reference line. Click to open the expression editor.
- : Click to remove the reference line.
Show titles: On by default in all visualizations except filter panes, KPIs, and text & image visualizations.
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.
Disable hover menu: Select to disable the hover menu in the visualization.
- 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.
Click on Styling to change the style of the title, subtitles, and footnotes of the waterfall chart, as well as the background color and image.
General: Style your visualization with the following settings:
Title: Set the font, emphasis style, font size, and color for the title in this visualization.
Subtitle: Set the font, emphasis style, font size, and color for the subtitle in this visualization.
Footnote: Set the font, emphasis style, font size, and color for the footnote in this visualization.
Background color: Set the background color to single color or color by expression.
Single color: A single color can be applied to the background. You can select a color from the default palette, enter a hex value for a color, or select a color from the color wheel. No background color is applied by default. For more information, see Coloring a visualization.
By expression: Use an expression to define the background color. You can enter the expression directly in the Expression text box or click to open the expression editor. Supported color formats are: RGB, ARGB, and HSL. For more information, see Color by expression.
Background image: Set a background image for the chart. Select an image from your media library.
Gridline spacing: Set this to Custom if you want to customize the horizontal gridlines. You can choose between: No lines, Medium, or Narrow.
Value labels: By default, Off. With the Auto setting, the value labels are displayed when there is enough space.
- Colors: You can only set the bar color of the histogram.
- Y-axis: Frequency When set to Auto, the label is displayed if there is enough space.
- Labels and title: Select what to display of labels and title.
Position: Select where to display the frequency axis.
Scale: Set the spacing of the frequency axis scale.
Range: Select to set the min value, the max value, or both. The min value cannot be larger than the max value. You can use expressions for the values.
Label: Set the label for the frequency axis.
- X-axis: <Field>:
- Labels and title: Select what to display of labels and title.
Position: Select where to display the field axis.