How To Customize Charts

 

In this tutorial we will cover our chart customization options. Please, keep in mind that the settings in the right sidebar and available features depend on if you have started your project by clicking the Chart or Map buttons in your Library as opposed to choosing from Infographic, Dashboard, Report etc. templates.

✔️ Chart Switcher. Once you have added a chart to your project and uploaded your data, you can try switching to other chart types to see which one communicates your information in the best way. You will not need to re-upload the data every time.

To change the chart type, select the existing chart by clicking on it once, then click on the chart type thumbnail at the top of the right sidebar. You can now choose between chart types that support the same data format. Note: Not all charts are available here since other charts have different data structures and would display information incorrectly. For other chart types we recommend adding them first and only then replacing the example data with your own.

✔️ Chart height (📌 setting available in single chart/map mode). If you have started your project by clicking the Chart or Map buttons in your library (as opposed to choosing an infographic, report or dashboard template), you cannot adjust chart size by dragging it on the active corner, you need to set the chart height in the right sidebar – simply click on the chart once and a slider will appear in the right sidebar. This works for most of the charts in our library. The height range can go from 100px to 800px. Increasing the chart height may improve readability. Note that chart height is not responsive and will remain fixed, while the width of the chart will resize if you embed it with the responsive embed code.

✔️ Global and Dataset settings. At the top of the Settings tab, and at the very bottom, you will notice Global and Dataset dropdown menus. By default, our charts use Global settings for all the data series added to a chart. However, if you need to display different sets of data using the same chart, you can use additional dropdown settings for each dataset.

Using these dropdowns will allow you to customize colors, axis labels, ranges, icons and number format for each individual dataset. Note that enabling chart settings by dataset will turn off global settings and vice-versa.

Chart Settings

Chart settings are divided into multiple categories/tabs in the right sidebar and are showing after selecting a particular object (chart, map, etc.). They vary from chart-to-chart and can optimize the way information is interpreted and displayed.

📊 Chart properties

✔️ Animation play controls. Instead of tabs it will provide a play button underneath the chart which if pressed will autoplay through all data series in the chart.

✔️ Smooth curves (for line charts). A useful setting if you have a few data points and would like to display smoother angles on a line chart. Not to be used if the exact position of your data points is significant.

✔️ Points (for line charts). Adds dots to the value points. This makes it easier to call attention to specific values, directing viewers to certain bits of information on your interactive charts. With large datasets, points are turned off automatically when the chart area gets overcrowded.

✔️ Values. You can choose to display the values of your data directly on the bars or columns. Remember that your readers will be able to see the numbers even if you don’t show them if you embed an interactive version of your chart. Think whether you absolutely need to show them, otherwise remove them to make the chart cleaner. This feature is useful for downloads.

✔️ Show values outside. This feature only works when Values is enabled. As the name suggests, this setting will change the position of values shown in the chart. Instead of showing them inside the bars, it will show them just outside the bars.

Note that sometimes the values option might be turned off because there’s not enough space to display the information. In such cases we recommend to increase the chart size:

📌 In single chart/map layout this can be done by increasing the width of the whole infographic:

✔️ Show callouts. Setting for pie charts that enables the values to be shown next to the chart segments.

✔️ Callout name. Adds the category name in addition to displaying the value in number or percentage.

✔️ Callout percentage. Automatically calculates and displays percentage values on your pie chart segments.

 

✔️ Absolute distribution. This Pictorial chart setting will compare all data-series columns for values and set the maximum amount of icons displayed based on the largest value in the dataset. This helps to compare the amount of icons if you are visualizing exact numbers in each tab.

✔️ Actual. Setting for Pictorial charts. If the values are relatively small, the chart can show the actual amount of icons based on the value. Having this setting off will assign a proportional amount of icons based on the chart height.

✔️ Round values. In the case of numbers with decimal points, this setting allows you to color icons according to the exact number, or color them in full ignoring the decimal values.

✔️ Regular edge. Setting for Pyramid and Funnel charts. Determines if the edges for both charts will be drawn according to the numerical values in the chart.

✔️ Icons. For Pictorial, Size comparison, Pictorial bar, Table, and Facts & Figures you can select icons to represent your data. Simply click the Icon box in the Settings tab, click on the search bar, and type a keyword for the icon you want. Our Premium plan users can choose from over 200,000 icons!

📊 Colors

Change the colors for each category on your chart. You can use any of the pre-selected colors from the theme or use any specific color by typing in the hex code. To learn more about using color in data visualizations, visit our blog: How to pick the right colors for your chart.

If your chart has multiple columns or sheets of data, you can set separate colors for each of the sheets by toggling from Global to settings for each data sheet in the right sidebar (see Global and Dataset settings at the top of this page).

 

📊 Axis & Grid

✔️ Reverse axis. Flips the Y axis of the chart to go downwards.

✔️ Numeric categories. By default, the line chart treats the top row column as dates. Enable the numeric categories setting to treat the values as plain numbers. Note that this setting works with numbers only and not date/time formats.

✔️ Grid. Enables or disables the vertical and horizontal lines in the chart background. The grid can make your data easier to follow, but it can also be distracting. Use the grid if the value of each specific data point is important.

✔️ Fixed grid. Enabling this setting will lock the range of the chart axis based on the largest value in the uploaded dataset.

Use this setting if you are comparing the same elements over a period of time and intend to have the user click through all the Tabs above the chart. This way, the increase or decrease of the values will be clearly visible since the axis range will not change.

Don’t use this setting if you are comparing different elements in the Tabs or the numbers differ significantly.

✔️ Axis labels. Here you can enter labels for the X and Y axis. They make charts easier to read.

✔️ Axis ranges. By default, charts automatically assign the range starting from 0 to the maximum value. If your data values are very large, it might be hard to compare the differences between elements. Having the axis start from a different value will make the distinctions between elements more obvious.

📊 Fonts

Here you can adjust global font size for chart axis values, labels, values and callouts.

📊 Legends

Enables or disables the entry names underneath the chart. Entry names are always available in the interactive tooltip when hovering over particular elements of the chart. Note that by selecting legend categories, you can turn them off and chart’s visualization will change, showing just the data you have selected in chart’s legend.

📊 Tooltips

Here you can enable or disable the tooltips with values and other info that appear when viewer hovers chart parts and elements.

📊 Input data format

Change how our charts interpret and visualize values on the axis.

  • Prefixes and suffixes will add a symbol or letter before and/or after every axis label.
  • Decimal and thousands will recognize the values in the format you specify. These settings can also be fixed in the Infographic settings in your Profile (follow this article).
  • Ticking abbreviate thousands and millions will shorten the numbers on the chart axis and introduce suffixes (k) for thousands and (m) for millions.

✔️ Switch rows and columns. As the name suggests, this setting transposes rows with columns so the chart reads the information differently. Useful when you want to switch the X and Y axis or have a different format export.

📊 Table

Vertical header. Tilts the header row text to appear vertically.

Search. Enables the reader to enter phrases for quick search in the table. Only the rows containing the search phrase are narrowed down and displayed.

Download. Allows reader to download the table chart data in SVG format.

Dynamic width. If enabled, it will calculate the optimal width for columns based on the amount of text added. If disabled, it will assign equal widths for all columns.

Show A1. Shows or hides the A1 cell of the chart.
First column. Enables a different style and settings for first column
First row. Freezes the first row and enables a different style and settings for first column.
Fixed height. Limits table to a certain height that can be controlled in settings tab. When data contains more rows, table with a fixed height will get a native vertical scrollbar.
Sorting. Allows to sort the columns A-Z, Z-A. Sorting only works if First row setting is enabled.

Additionally, you can upload images in your Table chart by right-clicking any cell in your table and choosing the Set image or shape option. Then you can either choose any image, icon or shape from our image library or you can upload any image from your computer. You can customize the uploaded image size in the right sidebar, under the Table elements tab.