Creating color palettes to customize display themes

You can customize the display of dashboards using display themes and color palettes. Visual Insight includes the Light and Dark display themes, which can be used to quickly change the overall look and feel of dashboards. For examples of the Light and Dark display themes, see Defining default fonts and colors for the objects in the dashboard.

Each display theme contains built-in color palettes, but can also contain other color palettes that you create to provide more variety and customization options. A color palette applies to the objects, such as a graph’s bar risers or heat map’s rectangles, displayed in all the visualizations in the dashboard. If the same attribute is used to color the objects in different visualizations, the values for that attribute use the same color in the visualizations. If you create multiple color palettes for a display theme, you can choose to display your dashboard in one set of colors for one audience, and in a different set of colors for another audience.

 

To create a color palette:

  1. On the upper right of any page, click your user name, and then select Preferences from the drop-down list. By default, the General preferences page is displayed.

  2. Under Preferences Level, on the left, select Project Defaults.

  3. On the left, click Color Palette.

  4. Click Add a Palette. A color picker is displayed.

  5. To add colors to the color palette, click Add, and then click each color to add. A swatch representing each color is added to the preview pane at the bottom of the color picker.

  6. To remove colors from the color palette, click Remove. In the preview pane, click each color to remove it from the color palette.

  7. If you want to select colors that are not in the color picker or define colors using hex codes, complete the following steps:

  1. Click the Paint Palette icon .

  2. To add a displayed color, click the color in the ring. To adjust the color’s darkness, click the shade in the box. Double-click the color to add it.

  3. To use a hex code to add a color, type the hex code in the Color hex box and press ENTER.

  4. To remove a color, click the color in the preview pane.

  5. To switch back to the color picker, click the Color Picker icon .

  1. When the color palette is complete, click OK to save it and return to the Preferences screen. The color palette is created and displayed in the Color Palette area.

  2. From the drop-down list at the bottom of the page, select to apply the changes to the current project or all projects you have access to and then click Apply.

To apply a color palette to a dashboard:

  1. Click the name of the dashboard to run it.

  2. From the Format menu, select the color palette to apply to the dashboard.  

To edit or delete a color palette:

  1. On the upper right of any page, click your user name, and then select Preferences from the drop-down list. By default, the General preferences page is displayed.

  2. Under Preferences Level, on the left, select Project Defaults.

  3. On the left, click Color Palette.

  4. Right-click the color palette, then select one of the following:

The color palettes displayed in the Built-in area are default color palettes and cannot be edited or deleted.

  1. From the drop-down list at the bottom of the page, select to apply the changes to the current project or all projects you have access to and then click Apply.

To define the default color palette for a display theme:

  1. On the upper right of any page, click your user name, and then select Preferences from the drop-down list. By default, the General preferences page is displayed.

  2. Under Preferences Level, on the left, select Project Defaults.

  3. On the left, click Color Palette.

  4. In the Color Palette area, perform the following steps:

  1. From the Light Theme drop-down list, select the color palette to use as the default color palette for the Light display theme.

  2. From the Dark Theme drop-down list, select the color palette to use as the default color palette for the Dark display theme.

From the drop-down list at the bottom of the page, select to apply the changes to the current project or all projects you have access to and then click Apply.

 

To define the default display theme to use to display all dashboards:

  1. On the upper right of any page, click your user name, and then select Preferences from the drop-down list. By default, the General preferences page is displayed.

  2. From the left, select Report Services.

  3. From the Default color theme for new dashboards drop-down list, select the color scheme in which to display newly created dashboards. The default value is Light.

  4. From the drop-down list at the bottom of the page, select to apply the changes to the current project or all projects you have access to and then click Apply.

Related topics

Formatting a dashboard

Defining default fonts and colors for the objects in the dashboard

 

 

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