4.2. Quick options - charts

The Analytics+ visual provides almost all functionalities even when the size of the visual is reduced i.e. it does not fill the entire canvas. The toolbar is disabled when the size of the visual is decreased beyond a threshold but you can still perform all the basic customizations via the context menus and by using the on-object interaction menus - without having to switch to focus mode.

On object interaction

1. Using the context menu

When the toolbar is unpinned, clicking on the + icon at the bottom left will open the context menu.

Context menu for charts

i) Charts

You can search for a specific chart type and easily switch between different chart types.

Charts option from context menu

ii) Elements

The elements section has options to enable or disable various parts of a chart such as the report header (title), axes, legend, and data labels. When you hover over an option, a gear icon appears - click on this icon to directly navigate to the settings pane for that element.

Elelments option

iii) Settings

You can directly navigate to the configuration settings for series, canvas, analytics, conditional formatting, ranking, and sorting from this section.

Settings option

iv) Theme

You can also change the theme from the context menu. Learn more about themes.

Changing the theme

v) Pivot data

You can navigate to the data management configuration window from this section. Learn more about data management.

Pivot data

vi) Summary table

This option displays the underlying data to render the chart in tabular format. You can sort, re-order the data, and change the field names. Learn more about the summary table.

Summary table option

2. Editing the header

The header name is automatically set using the dimension and measure names. Simply double-click on the header to enable the on-object interaction menu. Alternatively, click on the hamburger menu that appears on hovering over the header and click on the Edit title option.

Header menu

• Title preset

Inforiver offers presets that can be applied in a single click. For comparative charts, you can set variance presets that represent variance-related KPI metrics.

Using title presets

• Edit title

From the on-object interaction menu, you can change the font, size, style, color, alignment, background color, etc, and modify the content as well. You can also display metrics for the measures used to render the chart.

Editing the title

To reset changes and revert to the default title, click on the reset icon.

Reset title changes

• Hide title

If you do not wish to display a title, then you can click on the Hide title option. To display the title again, click on the hamburger menu and select Show title.

Hiding and dsiplaying the title

3. Ranking data

The ranking option is available in the quick menu for Pie/Sunburst/Treemap/Funnel charts. We have displayed the top and bottom two categories and the top two regions for the treemap in the example. Learn more about TopN ranking.

Ranking from quick menu