Changing Chart Types

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To make changes to the chart configuration, select the chart configuration icon in the upper-right corner of the visualization.

Edit chart configuration

This opens the Customize menu for the chart. Using this menu, you can drag and drop measure and attribute chips to or from an axis. Select any measure or attribute chip that has a greater than icon (>) to customize it. In the following image, both Total sales and Store Region are customizable.

Customize chart configuration

You can edit some of the elements of the chart directly, by selecting them. For example, you can change the appearance of a chart axis by clicking it and making selections in the available options.

Chart configuration options


Through the Customize menu, you can perform a number of customizations:

1. Drag and drop measures and attributes to or from an axis

  • Set up your chart by dragging and dropping the measures and attributes in your search onto the appropriate axis.

    If you want a column to be part of your search and show up in the table view, but you do not want to include it in your chart, you can drag it to the ‘Not Visualized’ section. You can also use this functionality to perform a hidden sort, by moving the measure column you want to sort by to the ‘Not Visualized’ section.

2. Number formatting for all data labels

  • Category (Number, Percentage, Currency)
  • Units (K, M, B)
  • Decimals
  • Independent control for each measure on the chart

3. Axes

  • Grouping and ungrouping of axes
  • Axis renaming
  • Changing the position of an axis
  • Changing the axis minimum and maximum values
  • Changing number formatting on the axis

4. Change position of the legend

  • When you create a visualization, you have the option to change the legend position, or hide the legend entirely. Select the Edit chart configuration icon and select Settings. You can choose to position Legend on rightLegend on leftLegend on top, or Legend on bottom.

  • Click the Show legend toggle to hide the legend.

1. Color configuration

2. Tables

  • Column renaming for charts, tables, and pivot tables

  • Wrap or clip options for long text

  • No line limit for headers in wrap mode

Use the configuration options to perform any other chart adjustments, such as:

  • Reorder labels on the axis or legend
    When there are multiple columns on the x- or y-axis or legend of a chart, you can change their position in the chart by using the chart configuration icon .

  • Set the y-axis range
    You can manually set the y-axis range by using the chart configuration icon.

  • Hide and show values
    You can hide and show values on the chart using the legend.

  • Show data labels
    You can configure charts to show the y-axis data values.

  • Show data markers
    You can show data markers for line charts.

  • Specify time bucketing
    You can easily change the date bucketing on a chart or table, from weekly to month of quarter, for example.

  • Add regression lines
    You can add a regression line to your chart.

  • Display gridlines
    You can add X and Y gridlines to your chart.

  • Zoom into a chart
    You can zoom into your chart by selecting an area with your mouse.

Undo, redo, and reset buttons


As you work with charts and chart configuration, you may want to undo or redo an action. Use the in-product undo, redo, and reset buttons to reset or go back or forward 1 step each time you make a change in a search or saved Chart (for example, when you add a new column to the search, drill down, or sort). These buttons appear to the right of the search bar in a search or saved Chart. Note that the reset button is only available for saved Charts; it resets the Chart to its last saved state.

Undo

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