Editing a visualization in Formatting Mode

Once you have added a visualization to a dashboard, you can format the display of the visualization. For example, you can determine the background color of graphs in a Graph visualization, or determine whether the labels for each rectangle in a Heat Map widget are displayed in the middle or at the top of each rectangle.

You can edit a visualization in Formatting Mode to quickly select formatting options for a specific part of the visualization, such as the titles, row axes, or legend. In Formatting Mode, when you select an object in the visualization, the appropriate formatting options for the object are automatically displayed in the visualization's Properties panel. While you are viewing a visualization in Formatting Mode, other visualizations in the dashboard are greyed out and unavailable, allowing you to concentrate on a single visualization at a time.

You can quickly access additional formatting options that are not displayed outside of Formatting Mode by right-clicking the part of the visualization to format. You can then select appropriate formatting options in the pop-up formatting toolbar, such as the background color of a visualization and whether to display data labels. For example, you can access formatting options for the following:

• Graph shapes and markers

• Data labels

• Graph legends

• Graph axes

• Rows and columns of data

• Graph titles

• Visualization background

In addition, many interactive capabilities that are unrelated to formatting are unavailable in Formatting Mode, including:

• Keep Only

• Keep Only and Show

• Exclude

• Show Data

• Highlighting selected elements in the visualization

• Allowing the visualization to update the data displayed in another visualization

• Sorting data in the visualization

• Dragging and dropping dataset objects onto the visualization

You can use Formatting Mode to select display options for the following visualization types:

• Graph

• Heat Map

• Network

Prerequisite

This procedure assumes that you have already created the visualization that you want to format.

To format visualizations in Formatting Mode:

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

2. Right-click an empty area in the visualization, then select the Format option.

3. To format a specific part of the visualization, such as the legend or graph axis, select the object to format, as follows:

• To select high-level formatting options for the object, click the object. For example, you can click a row axis to format all graph axes in a Graph visualization.

• To select specific formatting options for the object, double-click the object. For example, you can double-click a row axis to format only the row axis in a Graph visualization.

4. If the Properties panel is not displayed, from the View menu, ensure that Properties Panel is selected. If the Properties panel is hidden behind another panel, click the Properties icon to display the Properties panel.

5. The Properties panel is automatically updated to display the appropriate formatting options for the object. From the Properties panel, select the appropriate options to format the visualization. For a detailed list of the formatting options available for a specific visualization type, see the related links below:

Dashboard Editor: Heat Map: Properties

Dashboard Editor: Graph: Properties

Dashboard Editor: Network: Properties

6. When finished, right-click an empty area of the visualization and clear the Format option.

Related topic

Formatting visualizations

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