Configuring Lists, Charts, and Filters › How to Configure a Chart › Determine a Chart Portlet's Appearance

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Determine a Chart Portlet's Appearance

The following procedure explains how to determine the appearance of a chart. This procedure assumes the basic chart has been created and the data that the chart is to show has been chosen.

This procedure explains the basic procedure for all charts. All fields that might occur for any chart type are included but are marked by the type of chart to which the fields apply.

To determine a chart portlet's appearance

  1. With the portlet open, click Chart Section and go to Options.

    The options page appears.

  2. In the Options field, specify the part of the chart for which you are setting options.
  3. Depending on the type of chart selected, complete the following display options and save your changes.

    Note: The options are entered in alphabetic order rather than the order they appear on the page.

    Allow Configuration

    Indicates that a user can make changes to the appearance of a portlet. Select the check box to allow configuration.

    Allow Label Configuration

    Indicates that a user can make changes to portlet labels. Select the check box to allow configuration.

    Angle of First Slice

    Defines the position of the first dividing line. Use with Pie and Funnel charts.

    Values: 0 to 360 degrees

    Default: 0

    Axis Label

    Displays the metric name along the X-axis, Y-axis, or both axes. Use this option with:

    • Bar. X-axis, Y-axis.
    • Column. X-axis, Y-axis.
    • Line. X-axis, Y-axis.
    • Bubble and Scatter. X-axis.
    Crosses Opposite Axis At

    Defines the intersection point of the axis. Use with bubble and scatter charts.

    Category Labels

    Specifies for the X-axis of column and line graphs and the Y-axis of bar graphs the labels that appear along the category axis. For example, if a column graph shows five months of data with three metrics (shown as red, green and blue bars), the months are the categories and this field determines the label that appears on each one.

    Datapoint Labels

    Specifies the data name to be applied next to the value on the chart. Use this option with all data types.

    Decimal Places

    Defines the number of decimal places to display for numbers. Use this option with:

    • Bar. X-axis.
    • Column. Y-axis.
    • Line. Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Display Units

    Specifies how values are rounded up. Select a value for rounding from the drop-down list. Use this option with:

    • Bar. X-axis.
    • Column. Y-axis.
    • Line. Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Filter

    Indicates how the results appear initially.

    Values:

    • Automatically show results. Indicates you want immediate results.
    • Do not show results until I filter. Indicates you want results provides after you filter.

    Default: Automatically show results

    Link

    Specifies a page link that appears as a secondary value that the user can select.

    Major Unit Increment

    Defines the interval of major ticks on the axis. Use this option with:

    • Bar. X-axis.
    • Column. Y-axis.
    • Line. Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Maximum Value

    Defines the greatest value to display on the axis. Use this option with:

    • Bar. X-axis.
    • Column. Y-axis.
    • Line. Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Mouseover Labels

    Specifies the data values to show when a user moves the cursor over a chart value. Use with all chart types.

    Other Category Threshold

    Defines the data point at which all records for a specified value are grouped into a category named Other. Use this option if too many items appear on the chart. Use this option with the following chart types:

    • Bar
    • Column
    • Line
    • Pie and Funnel
    Show Axis

    Indicates whether the Axis line displays. Use this option with:

    • Bar. X-axis, Y-axis.
    • Column. X-axis, Y-axis.
    • Line. X-axis, Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Show Legend

    Specifies whether to display a legend for the chart. Use with bar, column, line, bubble, and scatter chart types.

    Default: Selected

    Show Line Markers

    Indicates data points on the chart; otherwise, only a line displays. Available for line charts. Select the check box to show line markers.

    Show Lines

    Indicates that lines are to connect the data points. Available for line charts. Select the check box to show lines.

    Show Major Grid Lines

    Indicates whether major grid lines display on the chart. Use this option with:

    • Bar. X-axis, Y-axis.
    • Column. X-axis, Y-axis.
    • Line. X-axis, Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Show Separator

    Specifies that a comma is to separate values greater than 999 (for example, 1,000). Use this option with:

    • Bar. X-axis.
    • Column. Y-axis.
    • Line. Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Show Tick Labels

    Indicates whether tick labels display on the chart. Use this option with:

    • Bar. X-axis, Y-axis..
    • Column. X-axis, Y-axis.
    • Line. X-axis, Y-axis.
    • Bubble and Scatter. X-axis, Y-axis.
    Show Title

    Indicates that the portlet name is to display. Available for all chart types. Select the check box to show the portlet name.

    Sort Column

    Indicates a column is to be the default sort item. This option is available for column and line charts.

    Sub-type

    Indicates the metrics are to display as separate bars rather than a single merged bar. Select the sub-type that is desired. This option is available for bar and column charts.

    Tick Label Angle

    Sets the angle of a label used with tick marks. Use this option with:

    • Bar. X-axis.
    • Column. X-axis.
    • Line. X-axis.
    • Bubble and Scatter. X-axis.
  4. (Optional) If you are configuring a line chart, select Guides in the Options field and click New, then complete the following fields and save your changes:
    Axis

    Specifies the axis for which guides are being set.

    Label

    Defines the name for the axis. Enter the name you want to appear.

    Show Label

    Determines whether the name of the axis displays. Select the check box to display the name.

    Type

    Identifies the source of the information that displays on the guide. Select the appropriate option. If you are selecting a type for an X-axis, you can only select an attribute. If you are selecting a type for a Y-axis, select either the fixed value or the percent value and enter the amount.

    Values: Fixed Value, Percent Value, or Attribute

    Default: Attribute

    Color

    Specifies the color for the guide.

    Default: Black

More information:

How to Configure a Chart

Determine a Chart Portlet's Source Data