# Chart toolbar

The chart ribbon is divided into 7 sections based on the functionality provided. Let’s explore each of them.

## 1. Visualization

**Chart type**: Switch between chart types and choose from Inforiver's vast library of diverse charts.  [Learn more about chart discoverability and selection.](https://docs.inforiver.com/analytics+/working-with-analytics+/3.-charts/3.5.-chart-discoverability)

**Rotate:** Change the orientation (horizontal to vertical or vice versa) of the chart by clicking on the button.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FMyviQJREogUh83gvr972%2FUntitled%20Project.gif?alt=media&#x26;token=2709020c-0ee3-495e-8652-25fd01943885" alt=""><figcaption><p>Changing the chart type and orientation</p></figcaption></figure>

## 2. Category

In small multiples mode, you can customize the trellis layout. Click on the dropdown icon to apply a layout.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2F4VQ1v9Tq40m8sbVG16NZ%2FUntitled%20Project.gif?alt=media&#x26;token=b9b512fd-07aa-4261-9c97-d9f5c88a1be1" alt=""><figcaption><p>Changing the layout</p></figcaption></figure>

If you need to apply detailed customizations, like configuring the number of rows and columns or setting a specific panel size, click the **Trellis** button to open the layout settings side pane. [Learn more about Trellis customizations.](https://docs.inforiver.com/analytics+/working-with-analytics+/6.-trellis-customizations)

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FbSmjUhJjSkehOZLNLjTs%2Fimage.png?alt=media&#x26;token=6d89a216-b9fa-458f-9a26-fd6ae6ea6fa5" alt=""><figcaption><p>Trellis layout settings</p></figcaption></figure>

## 3. Measure

**Series**: Click on this button to open the measure series configuration window. You can set the chart type for each measure and control which y-axis the measure is plotted on. [Learn more about series configurations.](https://docs.inforiver.com/analytics+/working-with-analytics+/7.-customize-measures)

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FlkA1mlquKPqLjKClqTJw%2Fimage.png?alt=media&#x26;token=d2fb7fac-0321-44ce-8bc2-8458ec7bc877" alt=""><figcaption><p>Measure series configuration</p></figcaption></figure>

**Split**: When your reports have multiple non-comparative measures, you can display each measure in a separate panel by clicking on the split button. [Learn more about splitting and grouping measures.](https://docs.inforiver.com/analytics+/working-with-analytics+/8.-splitting-and-grouping-measures)

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FpbUqgIfCB9n2FDzoW4Wn%2Fimage.png?alt=media&#x26;token=2dcb82ca-156b-405f-a12b-efe2c244e591" alt=""><figcaption><p>Split measures</p></figcaption></figure>

You can also **group measures** by clicking on the dropdown icon. In this case, we have 2024 Actuals + Plan, 2023 Actuals + Plan, and 2022 Actuals + Plan and overall Actuals + Plan. You can group the 8 measures into 4 panels based on the year as shown below.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FozcJSz1bxYIHwifQuvVm%2Fimage.png?alt=media&#x26;token=456bff15-64ac-4da6-89fc-6a1a3d984b32" alt=""><figcaption><p>Measure group</p></figcaption></figure>

## 4. Data

* **Conditional formatting:** Highlight your data instantly using Inforiver's built-in conditional formatting options. You can also specify custom conditional formatting rules. [Learn more about conditional formatting](https://docs.inforiver.com/analytics+/working-with-analytics+/9.-conditional-formatting).
* **Sorting**: Apply nested sorting or custom excel-like sorting. [Learn more about sorting options.](https://docs.inforiver.com/analytics+/working-with-analytics+/10.-sort-and-reorder-data)
* **Ranking**: Rank your data by applying TopN rules. When hierarchical datasets are involved, you can apply nested ranking. [Learn more about ranking](https://docs.inforiver.com/analytics+/working-with-analytics+/11.-ranking-data-topn).

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FeoqBhKHbTiVcTMX4TGy1%2Fimage.png?alt=media&#x26;token=413c35ab-2867-488d-9d6b-dc951873764a" alt=""><figcaption><p>Formatting, sorting and ranking</p></figcaption></figure>

* **Filter:** After assigning visual measures and dimensions, instead of using Power BI filters, you can apply filters on your data from within the Analytics+ visual. Click the filter icon at the top-right corner to view applied filters.
*

```
<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FR9myIMCEteabhJM9XZpP%2Fimage.png?alt=media&#x26;token=854987f9-2c0b-45c1-b6fc-79e71e408e5d" alt=""><figcaption><p>Filter</p></figcaption></figure>
```

* **Formula:** You can create visual-level measures within the Analytics+ visual, without having to modify your data source. Click on the formula button to open the **Calculated Measure** side pane.

{% hint style="info" %}

* Type the '#' key to open the suggestions window and select measures.
* Click the <img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FDYvzNSQscU8jX5GaDn2S%2Fimage.png?alt=media&#x26;token=bdb1893f-5bc4-4200-b8de-2ecd7b794b50" alt="" data-size="line">icon to maximize the formula editor. The maximized view is useful for entering large, complex formulae.
* Calculated measures can also be created from the [Pivot data](https://docs.inforiver.com/analytics+/working-with-analytics+/2.-data-management) window.
  {% endhint %}

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2F28dq5jpnvLrRUsqaiRKB%2Fimage.png?alt=media&#x26;token=532e0d00-a495-411e-9628-a3fbddc2f3ab" alt=""><figcaption><p>Create a new measure</p></figcaption></figure>

The new measure can then be assigned to the Actual or Comparison buckets and plotted like measures from the data source. Click on the<img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FkyDl2zqfAI31v1T4u6Kh%2Fimage.png?alt=media&#x26;token=044373e4-07c2-4b75-b376-7479975b6a8a" alt="" data-size="line">icon from the pivot data window to modify the formula.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FlOFdHXxWgQqtAx0SeU5q%2Fimage.png?alt=media&#x26;token=ba943b31-503e-4785-821c-b86965fbbf90" alt=""><figcaption><p>Calculated measure created and plotted</p></figcaption></figure>

## 5. Display

Analytics+ enables you to customize data labels. You can regulate the number of labels displayed with options like First + Last or Min + Max. You can also customize the font size, style, offset, color, and background color. [Learn more about customizing data labels.](https://docs.inforiver.com/analytics+/working-with-analytics+/3.-charts/3.6.-data-label-customizations)

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2Fh2kWEU0elVlhd5sEH8FM%2Fimage.png?alt=media&#x26;token=5473d3eb-ade9-4f2a-813b-9688a439d6a3" alt=""><figcaption><p>Data label customizations</p></figcaption></figure>

## 6. Story

Leverage the built-in Analytics, Annotation, and Deviation features to create charts that tell compelling stories.

**Analytics**: Add trend lines, reference bands, or total/average bars to illustrate trends, correlations, or patterns in the data. [Learn more about analytics.](https://docs.inforiver.com/analytics+/working-with-analytics+/19.-analytics)

**Annotation**: Provide supplementary information about specific data points or add a report summary. [Learn more about annotations.](https://docs.inforiver.com/analytics+/working-with-analytics+/12.-adding-notes)

**Deviation**: Customize the deviation between individual data points with options like First to Last/ Min to Max or even create a custom deviation. [Learn more about adding deviation lines.](https://docs.inforiver.com/analytics+/working-with-analytics+/3.-charts/3.7.-deviation)

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FIO5IZvDjmHyneky9WhBT%2Fimage.png?alt=media&#x26;token=12031950-229e-4a12-af57-e767e4efa37e" alt=""><figcaption><p>Adding analytics, annotations and deviation</p></figcaption></figure>

## 7. Actions

The actions section provides single-click options like &#x20;

* Display KPI metrics
* View shortcut keys and search for features&#x20;
* Apply themes
* Navigate to legend settings
* Reset all configurations to default settings&#x20;
* Open display settings.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FP4UnHVWLp71SMflutvMv%2FUntitled%20Project.gif?alt=media&#x26;token=2c7aec5b-f45f-4dfe-b784-24eac2a94dcf" alt=""><figcaption><p>Actions section of the toolbar</p></figcaption></figure>

Click on the magnifying glass icon to view the keyboard shortcuts. You can use the search bar to locate a particular feature/option.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2Fn7GkAUgrZhkqwVSB5ewi%2Fimage.png?alt=media&#x26;token=8b6071e4-5071-4a0b-8d20-cc06fab5fa18" alt=""><figcaption><p>Search for a feature or view keyboard shortcuts</p></figcaption></figure>

## 8. Exporting reports

Analytics+ has been designed to generate fully formatted, high-resolution PDF extracts.&#x20;

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FaG0g1Xid7IkVLeqtr28S%2Fimage.png?alt=media&#x26;token=eabd649e-a31c-4290-a39a-f946461b8270" alt=""><figcaption><p>PDF export</p></figcaption></figure>

{% hint style="info" %}
The PDF export option is enabled in the service only. Exports are not supported on the desktop.
{% endhint %}

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FFaNnV1xshZh51arJIpdv%2Fimage.png?alt=media&#x26;token=3dba1f53-fe56-424b-b2b7-5ee5b3672d7d" alt=""><figcaption><p>Sample PDF extract</p></figcaption></figure>

## 9. Backup and restore

Analytics+ supports extensive customizations for every element. It also allows you to take a backup of the visual configuration and apply the same config to other visuals. You can import/export the visual configuration as a JSON file. The JSON file can be saved to your local system and shared with other users as well. [Learn more about backup and restore.](https://docs.inforiver.com/analytics+/working-with-analytics+/16.-backup-and-restore)

You can copy the JSON config to the clipboard or export it as a file.

<figure><img src="https://3132984990-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbOoZhPvC57Z0CNgep4Ib%2Fuploads%2FwtdCKqfSEM7g54NWu9rT%2Fimage.png?alt=media&#x26;token=f10b9132-ea77-40b5-8703-2adf0e401083" alt=""><figcaption><p>Exporting the config</p></figcaption></figure>
