Sorting and Formatting Charts
Default Chart Settings
Learn how to sort your data in different Charts and Tables and how to structure them with colors or indentations.
When you have chosen a Chart for your data series you often need to sort and format the Chart elements to get a better overview of the data.
You can learn how to visualize your data in Charts in this article: Data visualisation with different Chart types.
Select a Chart and open the Inspector on the right. There, you can find the button sort and format below the axis overview.
Sort and Format Tables
With a click on sort and format, the shown context menu opens. Here, you can configure the order and the indentation of the Line-Items shown in your Table.
( 1 ) You can change the position of a Line-Item manually per drag & drop. This will change the position of the element in the associated Table, e.g. it changes the Line-Items from row x to row y.
You can also use the sort automatically function, where Line-Items are sorted either alphabetically or numerically.
( 2 ) In Tables you can also set the format for each Line-Item to highlight it in your Table or for example to show the calculation of sums more clearly.
Standard will display the Line-Item as a normal text.
Subtotal will display the Line-Item in bold with a horizontal line above it
Grand total will display the Line-Item in the Chart in bold with horizontal lines above and below.
This way of formatting is especially useful for building financial statements like a profit and loss statement or a cash flow statement.
( 3 ) - For an even better overview you can also indent the elements multiple steps. In combination with the formatting options, this will make your Tables look more structured and easy to interpret.
You have the additional option to highlight a column by defining a background color, e.g. the background color "green" on column 2022. The changes will be implemented after saving and refreshing the Chart.
Merged cells in Tables
AVAILABLE SINCE 4.1.0
Cells in the Table header or on the left side are merged when possible. Be sure to place them in the correct order in the rows or columns with the "Configure axes" dialog.
In the example below we added Country above City and Year above Quarter to display upper levels in merged cells and add columns with totals.
Note that levels have to be part of the same Dimension to be displayed as merged cells. In this example we used the Dimension Location with the levels Country and City and the Dimension Time with Year and Quarter.
In Line Charts, Column Charts and Mixed Charts you can select a color for the different data series or Nodes. This way, you could for example either adjust the colors to match your corporate identity or to just make the analysis easier by using colors with enough contrast.
In mixed Charts you can also decide which data should be displayed as line or as bar.
Inverting colours and numbers in Bridges and Tables
All Bridges show base values in grey along with deviations in red and green. You can switch the colors and invert the numbers of the deviations (e.g. when looking at investments instead of revenue). Find the setting in the sidebar under Settings and Filters > Node > Format.
Overlapping values in Charts
Due to overlapping data labels, not all values can always be shown. This can be solved by changing the sorting of the Nodes or using the feature of 'stack totals'.
A reoccurring issue related to Area Charts and Line Charts is, that the sorting of the Nodes (data series) influences the priority of labels in the Chart.
For example, when a Table features two Nodes (Data table) and node B is sorted above Node A, the Chart will prioritize the label of Node B and therefore, in case of overlapping labels will only show the label of Node B (Example 1).
This does NOT mean that wrong numbers are displayed.
To change the prioritization of the Nodes, click on 'sort and format' below the 'Node(s) (Data Series) Table and reorder the Nodes.
To avoid overlapping labels, the feature of 'Stack totals' can be used.
In 'Example 2' the stack totals option 'Combined sum' is selected, which now shows the total value of both Nodes combined
More information on the 'Stack totals' - option can be found here.
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