Configure Visualization Properties

Analytical Designer allows you to change the default properties of your visualizations. You can show or hide axes, disable gridlines, rotate labels, change colors, and so on.

You can change the properties in the Configuration section when creating a visualization.

Axes

• To hide or display axes, toggle the switch for the x-axes and y-axes.

If you enable a secondary axis for bar charts, column charts, or line charts, you can configure the secondary axis here as well. For details about the secondary axes, see the Bar Charts, Column Charts, and Line Charts sections.

• To change the display angle of the axis values, select the angle in the Rotation dropdown list.
• To change the format of label values, select inherit from the Format dropdown list. The label inherits the format from the first measure in the visualization. For details about formatting, see the Format Numbers section.
• To hide or display the axis name, toggle the switch for Name.
• To change the position of the axis name, select the option in the Position dropdown list.
• To set the minimum and maximum values for an axis, type the values in the Min and Max fields.

Legend

• To hide or display the legend, toggle the switch in the Legend section.
• To change the position of the legend, select the position in the dropdown list.

Canvas

• To show or hide the data labels, select the option in the Data Labels dropdown list.
• To show or hide the gridline, select or unselect the Gridline option.

Change Metric and Attribute Colors

Analytical Designer assigns colors for metrics and attributes in a fixed order. The first metric/attribute in the Metric(s) section is assigned the first color from the palette (the default one or your custom palette).

For each metric/attribute in your visualization, you can change the color in which the visualization displays it. For example, you want to display Opportunities won in green and Opportunities lost in blue.

Steps:

1. In the Configuration section, click Colors (A in the image above).

2. Click the metric/attribute that you want to change.

3. Select a new color, or click Custom color (B) to adjust the current color.

   You can select another color form the picker (C), enter a hexadecimal code for a new color (D), or select a different shade of your color (E).

To revert to the original colors, go to Configuration → Colors and click Reset colors.

Data Sampling

Use data sampling to quickly determine the viability of a particular visualization by processing only a percentage of the total available rows in the associated datasets instead of processing all of the data. Data sampling can be enabled at any point during the analysis, but enabling the option before you build the visualization will provide the most benefit as visualizations are built dynamically according to input.

Data sampling creates a smaller set of data from a much larger set of data. Because the rows are chosen randomly, the results are unstable and therefore unsuitable for persistent objects like visualizations and dashboards.

Visualizations cannot be saved with the results from data sampling. The option must be re-enabled whenever you leave the analytical designer.

Steps:

1. Enable the data sampling option.

1. Set the sample size percentage. The size must be a number greater than 0.0 and lower than 100.0. The selected percentage of rows will be used when computing the visualization.1. Select apply. 1. Build your visualization.

Example of a Column Chart

The image below shows a column chart that has:

• The color of the metric changed

• The x-axis switched off

• The labels on the y-axis (left) rotated by 30°

• The scale of the y-axis (left) set between 0 and 100000

  Dual x-axes are available for line charts. Dual y-axes are available for bar charts and column charts.

  For details, see Bar Charts, Column Charts, and Line Charts.

• The legend placed to the left of the visualization

• The data labels displayed

• The gridline hidden