Customizing charts
For example, you might want to change how chart axes are displayed, add titles and data labels, change the colors that are used, move or hide the legend, or add more chart objects such as notes, trendlines, and baselines.
You can make these and many other changes by changing the default properties of a chart or a chart object. Some properties depend on the existence of other properties.
The following table shows some of the properties you can change in charts. These properties are available when you select the chart object unless specified otherwise in the "Action to perform" column.
Goal |
Action to perform |
---|---|
Hide or show the chart, legend, or axes titles |
Select the chart and in the Properties pane, click Title. For more information, see Add Titles to a Chart. |
Hide or show the legend |
Select the chart and in the Properties pane, click Legend. For more information, see Customize the Legend of a Chart. |
Hide or show baselines |
Select the chart and in the Properties pane, click Numeric baselines. For more information, see Adding a Baseline to a Chart. |
Hide or show trendlines |
Select the chart and in the Properties pane, click Trendlines. For more information, see Display Trendlines in Current Default Charts. |
Hide or show notes |
Select the chart and in the Properties pane, click Notes. For more information, see Adding a Note to a Chart. |
Hide, show, or change the axis line |
Select the Primary Axis or Category Axis chart object. In the Properties pane, click Axis line. For more information, see Change the Axis Scale of a Chart. |
Add data labels, such as values on bars, slices, and columns |
Select the chart and in the Properties pane, select the Axis label check box. For more information, see Customizing the Axes in a Chart. |
Hide or show an axis label |
Select the Primary Axis or Category Axis chart object. In the Properties pane, select the Axis label check box. For more information, see Customizing the Axes in a Chart. |
Change axis properties, such as range and scale interval |
Select the axis and in the Properties pane, click Axis range. For more information, see Change the Axis Scale of a Chart. |
Hide or show the border around a chart or chart object |
Select the chart or chart object and from the toolbar, click the Background Effects Presets icon. For more information, see Add Background Effects to a Chart Object. |
Hide or show the tooltips in a chart |
Select the chart and in the Properties pane, click Tooltips and select an option. When you pause your pointer over a data marker in the report output, the corresponding absolute or cumulative value appears in a tooltip. Tooltips are not supported in PDF output. |
Change the white space around the chart |
Select the chart and in the Properties pane, click Padding. For more information, see Apply Padding to an Object. |
Change the chart orientation |
In the Properties pane, under Chart Orientation, select Vertical or Horizontal. |
Apply a preset palette to a chart or chart object |
Select the chart or chart object and from the toolbar, click the Chart Palette Presets icon . For more information, see Customizing the Color Palette of a Chart. |
Apply a conditional palette to a chart or chart object |
Select the chart and in the Properties pane, click Conditional palette. For more information, see Highlighting data in a chart by creating a conditional palette. |
Change the default color or font for all chart objects |
Select the chart and in the Properties pane, click Foreground color and Font. |
Change the three-dimensional appearance of a chart |
Select the chart and in the Properties pane, click Depth. |
Insert a background image, background gradient, or watermark in the chart object |
Select the chart or chart object and from the toolbar, click the Background Effects Presets icon. For more information, see Add Background Effects to a Chart Object. |
Enable drilling up and down in a chart, when you are working with dimensional data sources |
From the Data menu, click Drill Options. Drill up and down to view more general or more detailed information on your data within a predefined dimensional hierarchy. For more information, see Create a Drill-up and Drill-down Report. |