Configure and Style Charts

Author: Kepion Product Team

The Form Editor comes with 8 chart types you can use to visualize your data. These chart types include:

 

• Column
• Line
• Pie
• Bar
• Area
• Scatter
• Stacked Bar
• Stacked Column

 

Each chart can be fully formatted to achieve your desired look and feel.

 

 

Create, Edit, and Remove Charts

1. Go to a Form in the Modeler and select the side tab. 

 

 

2. Select Chart. 

 

 

Action	Function
Add	Create a chart
Edit	Adjust an existing chart
Remove	Delete a chart
Move up/down	Move charts up and down your chart list
Form View	Displays the underlying Form instead of the chart. Click on the chart in the side panel to see the chart again.

 

3. Select . 

 

 

Design

The Design tab allows you to configure your chart's components. By default, charts are built using the Form's definition, not just selected cells. Edit the settings via the right panel and preview the changes via the left. 

 

 

General 

Type: Select your desired chart type (e.g., bar, pie, scatter, etc.). 

Property: Adjusts how the Members are displayed by Dimension. 

 

Data Source Option

Type: Since the HTML5 conversion, Dynamic is the only data type available. The chart uses the row and column definitions, so changing them in the Form will dynamically change the chart's contents.

 

Note: Although deprecated, Static charts you have made will remain the same. You cannot build new static charts, though. 

 

Flip Axis: Reverses the current order of the axis definition within the MDX by placing row definition to column, and column definition to row. This feature is useful when using pie charts as they display the data using a single axis at a time.

 

Title

Allows users to give titles to the chart as a whole, each axis, and the legend. 

 

Axis 

Adjust the numeric ranges of the X and Y axes to appropriately scale the chart. 

 

 

Format

The Format tab enables you to style the chart. 

 

 

General

Palette: Select the data's color scheme. 

Font Color: Select the text color. 

Background: Select the background color. 

 

Legend

Adjust the position and orientation of the legend, or even hide it if it's unnecessary. 

 

Size

Customize the size of your chart's components. 

 

Axis

Change the axis scale (1:K or 1:M) or data type (% or currency), or create a custom format. You also have the ability to hide grid lines and diagonally tilt the Members on the X axis.

 

Below are examples of custom formats:

 

Example	Description	Logical Value	Display Value
{0:#,#0,}	Display values in thousands, without showing the display units symbol "K".	1,600,000,000	1,600,000
{0:#,#0,,}	Display values in millions, without showing the display units symbol "M".	1,600,000,000	1,600
{0:#,#0,,,}	Display values in billions, without showing the display units symbol "B".	1,600,000,000	2

 

Use the built-in Standard 1:K format to show values in thousands, with a "K" appended to the end of the display value.

 

 

Use a Custom format {0:#,#0,} to show values in thousands without showing "K".

 

 

Layout

Adjust the margin size.

 

 

Advanced

Series Override

Override your current display with alternative formatting. Series Override can be enabled only on column, line, and scatter charts. 

 

 

Chart Display Settings

In terms of the chart display, column and line charts have additional options. Right-click a specific line or column to view the options. 

 

 

Convert to Columns (for line charts): Convert the selected line to a column. 

Convert to Lines (for column charts): Convert the selected column to a line. 

Toggle Axis: Add the Y2 axis to the right-end of the chart for the selected line/column. Use this option to create advanced charts with two Y-Axis.

 

 

Definition 

To view the chart's definition, click Definition. Its read-only, so you cannot edit it. 

 

 

 

Example 

Here’s a sample of a Dashboard containing a few charts: