Customizing charts

After you create a chart, you can customize it by changing its properties.

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.

Table 1. Ways to customize charts

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 iconbackground 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 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 iconbackground 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.

Procedure

  1. Select the chart object.
  2. To change specific chart objects, such as a title or axis, select the object itself from the Select a chart object menu below the chart.
  3. In the Properties pane, set the property value.

    An ellipsis (...) button indicates that a dialog box provides further options.

    Note: You might have to scroll to see all the properties.