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A series is a measure field that is included in a chart. You can format a series in a variety of ways. For example, you can change the color of a series, add a trendline to a series, or change the appearance of markers on a series.
You can access the full set of formatting options on the Series tab and Field tab. For more information, see Series Tab and Field Tab.
You can also access a subset of frequently-used options by right-clicking a series element on a chart to open a menu of those options.
Tip: The options that you see on the menu depend on the type of chart that you are creating. For example, the Series Type option would not appear on the menu for a pie chart, but it would appear for a bar, line, and area chart.
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Whether you access series options from the ribbon or the right-click menu, you are presented with a dialog box of options. The following dialog boxes are commonly used for formatting a series:
For Instructions on how to open these dialog boxes, see the procedures in Using Series Properties.
The Format Series dialog box contains options to format the fill and border of each series on a chart.
The Format Series dialog box contains the following tabs:
Use the Fill tab to modify the color of a chart series. The Fill tab is shown in the following image.
The Fill tab contains the following options:
Use the Border tab to specify a border for a chart series. The Border tab is shown in the following image.
The Border tab contains the following options:
The Enter Title dialog box contains a text field in which you can type the title for a series on a chart. Click OK and the title appears on the chart.
The Traffic Light Condition dialog box contains fields for adding new conditional styling or modifying existing conditional styling by applying a traffic light color to the selected field.
The Traffic Light Condition dialog box is shown in the following image.
The Traffic Light Condition dialog box contains the following fields.
Note: If you are creating a Traffic Light condition on a full date field, the Value field will have a calendar icon adjacent to it. You can use this icon to select a date using a calendar control.
The visual display of fields is shown in the following image.
The Traffic Light Condition dialog box contains the following buttons:
When you right-click a series on a chart, a menu of options opens. The menu contains options that are available on the Field and Series tabs.
The menu options are described in the following table. The table provides links to the sections of this document in which those options are also discussed.
Option |
Description |
---|---|
Filter Values |
Enables you to create or modify a WHERE statement, using the Filter dialog box. With a WHERE statement, you select only the data that you want to display, and exclude unwanted data. For information on filtering your data, see Data Tab and Field Tab. |
Sort |
Enables you to sort the series in either ascending or descending order. |
Visibility |
Controls the display of the selected series (field) on a chart. The value Hide suppresses the display of the series, and the default value Show displays the series. For instructions, see How to Hide a Field in a Series. |
Change Title |
Enables you to edit the title of the selected series. In the Edit Title dialog box, type the new title in the Enter Title field, and click OK. For instructions, see How to Change the Title of a Series. |
Series Type |
Changes the chart type of the selected series to bar, line, or area. The option None (default) returns the series to the chart type that was in effect before you changed it. This option applies to bar, line, and area chart types only. For instructions, see How to Change the Type of a Series. |
Series Color |
Enables you to specify the color of the selected series, using the Color dialog box. For more information, see Color Dialog Box. |
More Style Options |
Opens the Format Series dialog box. For more information, see Format Series Dialog Box. |
Data Labels |
Controls the display of data labels (values) on the selected series. The default value Hide suppresses the display of labels, and the value Show displays labels. This option does not apply to the gauge chart type. For instructions, see How to Show and Hide Data Labels. |
Color Mode |
Controls how color is applied to a series (measure field) on a chart. The possible settings are By Series (default) and By Group. For example, assume that there is only one series on a sample bar chart. The By Series setting applies the same color to all the bars in the series. The By Group setting applies a different color to each bar. For instructions, see How to Control the Color Mode. |
Add Trendline |
Draws a line on a chart to indicate a statistical trend. This option does not apply to the pie, funnel, 3D, gauge, or stock chart type. For an example of a chart with a trendline, see How to Add a Trendline. |
More |
Contains the Aggregation Functions, Traffic Light Conditions, and Missing options. Aggregation Functions assign an aggregation value to a numeric measure field in a report. For instructions, see How to Display Aggregations on Measure Data. Traffic Light Conditions enables you to specify the color of numeric measure fields in the output, depending on conditions that you set. You can use the Traffic Light Condition dialog box to specify the conditions and colors. For instructions, see How to Apply Traffic Light Conditions With Drill-Down to a Numeric Measure Field (By Constant) and How to Apply Traffic Light Conditions With Drill-Down to a Numeric Measure Field (By Field). The Missing option allows you to show or hide fields with no value. |
Delete |
Removes the selected series from the report and updates the Live Preview accordingly. |
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The following sections contain procedures for customizing a series. The procedures are organized by the tab and group in which their associated options appear on the ribbon.
The Select group contains a drop-down menu for selecting a specific measure field to which to apply one or more of the options that are available in the Series tab.
The Style group enables you to apply styling options to the series indicated in the Select group.
The Format Series dialog box opens.
For more information, see Format Series Dialog Box.
The Format Series dialog box closes. The series fill and border are formatted accordingly.
The Properties group contains commands for enhancing charts, such as changing the type or adding a trendline, for the selected series.
The chart contains the new series type.
A trendline is a line that is drawn over the plot area of a chart to show the pattern of the data points. The pattern reveals a statistical trend.
Note: Linear regression trendlines are not available for bubble charts in HTML5.
The trendline appears on the chart.
The following image shows a trendline that appears with the Linear option.
The Line group contains the options for formatting chart lines and line markers.
The Smooth Line effect is applied to the series, as shown in the following image.
Lines appear between markers by default, as shown in the following image.
To hide a series line between a marker:
The series line between the markers disappears, as shown in the following image.
To make the series line reappear, click Connect Lines again.
Markers are used to display points of data on a line chart. They are also used in the legend to identify the data that is on the chart. The different marker shapes distinguish one series from another.
The markers are formatted.
The following image shows a square marker for Dollar Sales and a circle marker for Quantity.
The Pie group contains options for expanding and hiding pie slices.
The following image shows a basic pie chart before its slices are expanded.
The pie expands accordingly.
The following image shows a pie chart with all slices expanded.
The Display group contains the Reverse Order command to reverse the order of a series when All Series is selected in the Select group.
The Filter group contains various filtering options, which can be applied to a selected field.
The Filter dialog box opens. For more information, see Filter Group.
The series values are filtered.
The Sort group contains options for sorting the fields in your chart.
The chart appears with the series sorted accordingly.
For more information, see Sort Group.
The following image shows a vertical bar chart before sorting is applied.
The following image shows the same data sorted in descending (highest to lowest) order.
The following image shows the same data sorted in ascending (lowest to highest) order.
The Display group contains additional options for controlling the display of a field (for example, hiding a field).
The field is hidden.
The following image shows a vertical bar chart with each of the series shown.
The following image shows the same data with the Price field hidden.
You can display numeric measure data using a variety of aggregation values.
For more information, see Display Group.
The aggregation function is applied to the series.
Note: If you change the Measure (Sum) field container in the Query Design pane from Sum to Print, Count, or List, the change overrides all assigned aggregation values.
The following image shows a vertical bar chart without any aggregation values applied.
The following image shows the same data with the aggregation value of Average (AVE.) applied to Price, and the aggregation value of Maximum (MAX.) applied to revenue.
The Traffic Light Condition dialog box opens. For more information, see Traffic Light Condition Dialog Box.
The Type dialog box opens.
The value that you selected appears in the field to the right of the operator drop-down menu.
The Color dialog box opens.
The color appears in the Preview box.
The Drill Down dialog box opens.
The following image shows a vertical chart without traffic light conditions.
The following image shows the same vertical chart with traffic light conditions applied. In this example, the condition was set to display the revenue series in red when the Revenue series exceeds the value of 14399.46.
The Traffic Light Condition dialog box opens. For more information, see Traffic Light Condition Dialog Box.
The Type dialog box opens.
The Type dialog box displays the Dimensions, and Measures and Properties of your data. You can display the data in the following ways:
The field that you selected appears in the field to the right of the operator drop-down menu.
The Color dialog box opens.
The color appears in the Preview box.
The Drill Down dialog box opens.
The Edit Title dialog box opens.
The series has a new title.
The following image shows a vertical bar chart with a Price series and a Revenue series.
In the following image, Annual Revenue has replaced Revenue as the series title.
When you create a single-series chart, all series groups appear in the same color. To use a different color for each group, set the color mode to By Group.
The following image shows a single-series chart with all series groups in the same color.
A different color is applied to each group in the series. To return to the default display of the series in one color, right-click the series, point to Color Mode, and then select By Series.
The following image shows a single-series chart with a different color applies to each group in the series.
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