You can format a Graph Matrix visualization, to determine the shape used to display graph elements, whether to have XBRi optimize space in the visualization by automatically sizing graph elements, and so on. You can determine whether metric values are displayed using space-saving abbreviations. For example, you can have the value 1,000,000 displayed as 1M.
Separate steps are below to perform the following tasks:
To select formatting options for a Graph Matrix visualization
To determine whether metric labels in the visualization are abbreviated
To format the legend in a Graph Matrix visualization
You must have the Edit Dashboard and Run Dashboard privileges.
The procedures below assume that you have already created the visualization that you want to format.
To select formatting options for a Graph Matrix visualization:
Click the name of a quick dashboard to run it, then click the visualization you want to format.
If the Properties panel is not displayed, from the toolbar, click the Edit Visualization icon. Hover the cursor over the panel, then click the arrow icon in the top right and select the Show Properties option.
To size the visualization, from the Fit To drop-down list, select one of the following:
To size the visualization so that all graph elements are displayed, select Content.
To size the visualization to take up all available space on the visualization's panel, select Panel (default).
You can specify how the application determines the minimum and maximum values to display on the axes of each graph in the visualization. From the Axis Scale drop-down list, select one of the following:
To display each graph on axes with the same minimum and maximum values, select Global (default).
To display each graph using the same minimum and maximum Y-axis values across each column of graphs, and the same X-axis values across each row of graphs, select Per row/column.
To allow the application to display each graph using the axis values best suited to display the data contained in the graph, select Per Cell.
To specify custom axis formatting options, such as selecting different minimum and maximum axis values for specific metrics in the visualization, select Custom. The Axis Scale dialog box opens. Perform the following steps:
Note: The options available may vary based on your selections and the number and placement of metrics displayed on the X-axis and Y-axis of your visualization.
From the Scale For drop-down list, select the metrics that you want to specify axis formatting options for, as follows:
To select formatting options for all metrics in the visualization, select All Metrics.
To select formatting options for all metrics on the X-axis, select X Axis Metrics.
To select formatting options for all metrics on the Y-axis, select Y Axis Metrics.
To select formatting options for a specific metric, select the name of the metric.
To determine how to display the axes for the metrics selected in the Scale For drop-down list above, from the Set To drop-down list, select one of the following:
To display each of the selected metrics on axes with the same minimum and maximum values, select Global (default).
To display the selected metrics using the same minimum and maximum Y-axis values across each column of graphs, and the same X-axis values across each row of graphs, select Per row/column.
To allow the application to display the selected metrics using the axis values best suited to display the metric data, select Per Cell.
To define specific minimum and maximum values to use to display the selected metrics, select Custom. In the Min and Max fields, type the minimum and maximum axis values. For example, if you selected Profit in the Scale For drop-down list, and you want to display the Profit metric on an axis that includes values from 0 to 5 million, type 0 in the Min field and 5000000 in the Max field.
Repeat the appropriate steps above to define axis formatting options for additional metrics, as desired.
Click OK to apply your changes.
From the Shape drop-down list, select the shape to use to display graph elements in the visualization. The options are:
Note: The options available may vary depending on the type of graph displayed in the visualization.
Line
Bar
Circle
Square
Tick
For bar graphs, you can determine whether the bars are displayed as clustered bars or stacked bars by default when there are enough report objects on the Graph Matrix panel to display either style. For line graphs, you can determine whether to display an absolute line graph or a stacked line graph when there are enough report objects on the Graph Matrix panel to display either style. For example, a Graph Matrix visualization contains one attribute in the X Axis area of the Graph Matrix panel, and one metric in the Y Axis area. By default, if you add an attribute to the Break By area, a stacked bar graph is displayed. You can choose to display the graph as clustered instead.
From the Subtype drop-down list, select one of the following:
Note: The options available may vary depending on the type of graph displayed in the visualization.
To allow the application to determine which type of graph to display, select Automatic.
To display the elements as absolute, select Absolute.
To display the elements as clustered, select Clustered.
To display the elements as stacked bars, select Stacked.
You can show or hide data labels for graph elements in the visualization. For example, if your visualization contains a vertical bar graph, with the number of delayed flights for several airlines each displayed as a separate bar, you can display the number of delayed flights for each airline over the corresponding bar in the visualization. Data labels allow you to display pertinent values or text for each element in the visualization without having to hover the cursor over each element in the visualization to view a tooltip. From the Data Labels drop-down list, select one of the following:
To show data labels using the metric values associated with each graph element, select Show values. In the example above, the number of delayed flights would be displayed over each bar in the visualization.
To show data labels using the attribute values associated with each graph element, select Show text. In the example above, the name of the airline would be displayed over each bar in the visualization. This option is only available if you have added an attribute to the Break By area.
To hide data labels, select Hide (default).
You can determine whether color banding is applied to alternating rows in the visualization. Banding rows can make reading multiple rows of data easier on the user. Do one of the following:
To display banded rows in the visualization, select the Banding check box. Rows in the visualization are displayed using alternating colors.
To display the visualization without banding, clear the Banding check box.
You can choose whether to have a legend displayed in the visualization. From the Legend drop-down list, select one of the following:
To display the legend, select Show (default).
To hide the legend, select Hide.
If your visualization displays graphs across multiple columns, you can determine the horizontal alignment of column labels for graphs in the visualization. Next to Column Alignment, select whether to align items to the Left, Center, or Right.
If your visualization displays graphs across multiple rows, you can determine the horizontal and vertical alignment of row labels for graphs in the visualization, as follows:
Next to Row Alignment, select whether to align items to the Left, Center, or Right.
Next to Row Alignment, select whether to align items to the Top, Center, or Bottom.
You can specify how XBRi determines the maximum size with which to display graph elements in the visualization. By default, it attempts to automatically size graph elements in the visualization to optimize the graph display. For example, in a bubble graph, XBRi attempts to display large bubbles for large metric values and small bubbles for small metric values, without hiding smaller bubbles under large ones if they overlap. Under Max Size, from the Type drop-down list, select one of the following:
To have XBRi automatically size graph elements to optimize the graph display, select Automatic (default).
To have graph elements automatically sized to touch each neighboring graph element, select Auto Fit. This option is only available for the Grid graph style.
To manually select the size in which to display graph elements, select Manual, then type the maximum size of the graph elements as a ratio between .01 and 1. For example, type 1 to display the largest bubble markers at the maximum size at which the visualization can display graph elements. If all graph elements in the visualization are the same size (there is no metric in the Size area), this value determines the size of all elements displayed in the visualization. If the graph elements are automatically sized based on the value of a metric (there is a metric in the Size area), this value is the size of the largest graph element displayed in the visualization. This option is only available if the Size option is set to Manual.
You can specify how XBRi determines the minimum size with which to display graph elements in the visualization. Under Min Size, from the Type drop-down list, select one of the following:
To have XBRi automatically size graph elements to optimize the graph display, select Automatic (default).
To have graph elements automatically sized as proportional to the largest values displayed in the visualization, select Proportional.
To manually size graph elements, select Manual. In the Value field, type a percentage. The graph element for the smallest metric value in the visualization will be displayed as a percentage of the size of the largest element. For example, to display the smallest value using a graph element 20 percent of the size of the largest graph element in the visualization, type .2.
You can choose whether to have a single border displayed around the entire visualization area (minus the graph legend). From the Outside Border drop-down list, select one of the following:
To display the border, select Show (default).
To hide the border, select Hide.
You can determine how the X-axis and Y-axis of each graph in the visualization are displayed. From the Axes drop-down list, select one of the following:
To display both the X-axis and the Y-axis, select Show Both (default).
To hide both the X-axis and the Y-axis, select Show None.
To display only the X-axis, select Show Only X.
To display only the Y-axis, select Show Only Y.
You can determine how the horizontal and vertical boundary lines between each graph in the visualization are displayed. From the Matrix Lines drop-down list, select one of the following:
To display all boundary lines, select Show All (default).
To hide all boundary lines, select Show None.
To display only horizontal boundary lines, select Show Only Horizontal.
To display only vertical boundary lines, select Show Only Vertical.
You can determine whether to show or hide grid lines in each graph in the visualization. From the Grid Lines drop-down list, select one of the following:
To allow XBRi to determine whether to show grid lines, select Automatic (default).
To show grid lines in the visualization, select Show.
To hide grid lines in the visualization, select Hide.
To determine whether metric labels in the visualization are abbreviated:
Hover the cursor over the Graph Matrix panel, then click the arrow icon in the top right and clear the Show Properties option.
In the Graph Matrix panel, hover the cursor over the name of the metric, then click the arrow icon on the right. Select one of the following:
To abbreviate metric values, select Condense Labels.
To display metric values without abbreviation, clear Condense Labels.
To format the legend in a Graph Matrix visualization:
Click the visualization you want to format.
If the Properties panel is not displayed, from the toolbar, click the Edit Visualization icon. Hover the cursor over the panel, then click the arrow icon in the top right and select the Show Properties option.
You can choose whether to have a legend displayed in the visualization. From the Legend drop-down list, select one of the following:
To display the legend, select Show (default).
To hide the legend, select Hide.
If you chose to show the legend in the steps above, you can change the position in which the legend is displayed in the visualization. Click and drag the legend to the place you want to move the legend to, so that a blue indicator line is displayed in the new position. The legend is automatically moved and added to the visualization in the position you selected.
Related topics
Formatting visualizations
Creating a Graph Matrix visualization
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