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Visualize Your Data - Managing chart legends
Visualize Your Data - Managing chart legends

This article walks through how to manage chart legends

F
Written by Fernando Montenegro
Updated over a year ago

Chart legends in ClearPoint are used to identify the different data series in a chart. They can be displayed above, below, or to either side of the chart, also chart legends can be enabled or disabled.


Managing chart legends

Adding or Removing the Legend

  • Select Scorecards & Elements from the Control Panel

  • Choose Manage Elements

  • Open Measures

  • Select the Measure you are going to be working with, in this example, ‘Revenue’.

  • Double-click on the Chart field to edit

  • You can set the chart legend to display by selecting Enabled under Show Legend

  • Under Chart Title enter the legend, for example, ‘Variance’.

  • Set the position of the legend under Select Legend Position

  • Click the Refresh Preview to see a preview of your changes

  • Once you are done with your changes, click Save


Using the Legend to Dynamically Hide Series

  • Select Scorecards & Elements from the Control Panel

  • Choose Manage Elements

  • Open Measures

  • Select the Measure you are going to be working with, in this example, ‘Revenue’.

  • Click on the Series Title in the legend to toggle it on and off


Formatting Y-axis

ClearPoint charts have default Y-axis settings based on the series that are plotted on that chart. If this doesn’t look exactly how you want it, no problem. You have the option to format it until it looks just right.

  • Select Scorecards & Elements from the Control Panel

  • Choose Manage Elements

  • Open Measures

  • Select the Measure you are going to be working with, in this example, ‘Revenue’.

  • Double-click on the Chart field to edit

  • Navigate to the Chart Axis Format tab

  • You can add a Y-Axis Title

  • Enter a Y-Axis Min Value or Max Value. If left blank, ClearPoint will calculate this for you.

  • By default, the Y-Axis Format will use whatever number format your series is using. Alternatively, you can select a different number format to apply, ignoring the number format(s) of your series.

  • Click Refresh Preview you see a preview of your changes

  • Once you are done with your changes, click Save


Charting on a second Y-axis

ClearPoint charts have the ability to map series on a second Y-axis, which provides a manageable way to track series with different units of measurement on the same chart.

  • Select Scorecards & Elements from the Control Panel

  • Choose Manage Elements

  • Open Measures

  • Select the Measure you are going to be working with, in this example, ‘Revenue’.

  • Double-click on the Chart field to edit

  • Navigate to the Chart Series tab

  • Click on the edit Pencil icon next to the Series you wish to edit

  • Mark the checkbox next to Second Axis and click Save

  • Click Refresh Preview to see a preview of your changes

  • Once you are done with your changes, click Save

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