Adjust Visualization Properties

You can customize how the visualizations in your workbook are displayed, for example, you can change the title, legend, labels, number format, background, border, and shadow.

The tabs and fields displayed under the Properties pane depend on the type of visualization that you're working with.

If your workbook doesn't have a visualization, create one. See Begin to Build a Workbook and Create Visualizations.

1. On the Home page, hover over a workbook, click Actions (), then select Open.
2. Click Edit to open the workbook in author mode.
3. In the Visualize canvas, select a visualization.
4. Use the tabs in the Properties pane to adjust the visualization's properties as needed.
   
   

   

   
   

Set Visualization Border Properties

You can enhance the appearance of your visualizations by adding a border and specifying various properties such as line width, style, and color.

1. On the Home page, hover over a workbook, click Actions (), and then select Open.
2. Click Edit to open the workbook for editing.
3. In the Visualize canvas, select one or more visualizations to apply border settings to.
4. Click the General tab in the Properties pane.
5. In the Border field, click None, and then define the border settings:
   • Click Square or Round to create a standard border with square or round edges.
   • Click Custom to define your own border color, border width, edge radius, and line style (solid, dashed, or dotted line).
6. Click Save.

Set Visualization Shadow Properties

You can specify shadow properties for one or more visualizations, including where the shadow appears, and other characteristics including shadow color.

1. On the Home page, hover over a workbook, click Actions (), and then select Open.
2. Click Edit to open the workbook for editing.
3. In the Visualize canvas, select one or more visualizations to apply border settings to.
4. Click the General tab in the Properties pane.
5. Click Shadow to display the options, and then define your shadow settings:
   • Click one of the squares to define the position of the shadow (for example, top-left, or top, or top-right).
     
     
     
     
   • Click Custom to select Shadow Color, Horizontal Offset (the gap to the side before the shadow begins), Vertical Offset (the gap above before or below before the shadow begins), Blur (how blurred or solid the shadow is), and Spread (how far the shadow spreads).
6. Click Save.

Change Display Names in Tables and Pivots

You can customize a visualization column name in tables and pivot tables by entering your own text.

The column name change is only a displayed name change and it does not change the column name in the dataset or in the source data.

1. On the Home page, hover over a workbook, click Actions (), and then select Open.
2. Click Edit.
3. In the workbook, select a table or pivot visualization.
4. Click Properties. In Properties, click Edge Labels .
5. Expand a column. In the Display Header row, click Auto, and then click Custom.
6. Enter the new custom display name for the column.
7. Click Save.

Change the Size of Data Points in Visualizations

You can specify the size of points for visualizations with points, such as scatter, combo, area, radar, box plot, and line graphs.

You might want to change the size of points to make them easier to view. For example, when points overlap and it's difficult to identify individual points.

1. On the Home page, hover over a workbook, click Actions (), and then select Open.
2. Click Edit.
3. Select the visualization with data points.
4. Click Properties, and General and then expand Points.
5. When there's no measure in the Size grammar, click the Size row, enter a value to increase or decrease the points size or use the slider.
6. When there's a measure in the Size grammar:
   • To change the minimum points size, in the Min Size row, click Auto, select Custom, and enter a value.
   • To change the maximum points size enter a value in the Max Size row.
7. Click Save.

Change the Pattern and the Width of Lines in Graphs

You can specify the line pattern and the line width in graphs such as line, area, combo, overlay, radar, reference, trend, or forecast graphs.

You might want to change the appearance of lines in a graph to make them easier to view. For example, you might use a dotted line for Sales to indicate that the Sales line is an estimate.

1. On the Home page, hover over a workbook, click Actions (), and then select Open.
2. Click Edit.
3. Select the graph that uses lines.
4. Click Properties.
5. If you want to change the default line pattern and width settings for all lines in this graph, select General and then expand Line.
   • To change the line pattern from Solid, click Solid and select Dashed or Dotted.
   • To change the line width, click the Width field, select a value, or click Custom and enter a number for the line width in pixels. For example, enter 2.5px.
6. If you want to change the line pattern and width to override the default value for a selected measure, select Value, and then expand the measure. For example, expand Sales.
   • To change the value of Line Pattern, click the current value, click Auto, and then select Solid, Dashed, or Dotted.
   • To change the value of Line Width, click the current value and select a value, or click Custom and enter a number in pixels. For example, enter 2.5px.
7. Click Save.