Formatting Visuals

You can choose from a variety of options to format and style your data visualizations. To format a visual, select the visual and click Properties button, the Properties button, on the toolbar or click Format visual icon, the Format visual icon, in the top-right corner of the visual. Then, configure the options available for the type of visual in the Properties panel.
Note: This function is only available with the Self-Service feature. If you want to purchase this feature, contact your Ricoh representative.
Analysis page - Edit a visual

In this section:

  1. Formatting Titles and Subtitles in Visuals
    You can configure various formatting settings for the titles and subtitles of a visual. For example, you can apply rich text formatting, add hyperlinks, and use parameters.
  2. Formatting Axes and Grid Lines in Visuals
    When you create a chart, axis lines, axis labels, axis sort icons, and grid lines are added to the chart automatically. You can format your visuals to show or hide axis elements and grid lines and to customize their appearance.
  3. Configuring Range and Scale in Visuals
    You can use the Properties panel to customize the range and scale of the values displayed on the axes of a visual. For example, this option is available for the value axes in bar charts, line charts, combo charts, and scatter plots.
  4. Adding Reference Lines to Visuals
    Reference lines are visual markings in a visual, similar to ruler lines. Usually, you add a reference line for a value that needs to be displayed with the data. For example, you can add reference lines to display thresholds or limits in values.
  5. Formatting Legends in Visuals
    The legend helps you identify what the elements in the visual represent by mapping their values to a color. You can choose to hide or display the legend, format the legend title, and set the position of the legend.
  6. Formatting Data Labels in Visuals
    You can customize the labels that are displayed for the data elements included in a visual.
  7. Formatting Tooltips in Visuals
    When you hover your cursor over any graphical element in a visual, a tooltip appears with information about that specific element. For example, when you hover your cursor over dates in a line chart, a tooltip appears with information about those dates.
  8. Setting Colors in Visuals
    You can customize color settings in most types of charts, including bar charts, gauge charts, pie charts, line charts, box plots, or scatter plots. You can change the chart color used by all elements in the chart or change the color of individual elements. The color set for an individual element overrides the chart color.
  9. Applying Conditional Formatting in Visuals
    In gauge charts, key performance indicators (KPIs), pivot tables, and tables, you can apply conditional formatting to highlight data. For example, you can change the text or the background color and use symbolic icons when the data meets the conditions you specify.
Parent topic: Creating and Managing Visuals