Insights users can utilize tools to effectively tailor the appearance and formatting of data within the Bar Visualization of an Explore using the Series Menu.
Proceed as follows to access the Series Menu and customize the visual elements of a chart, including defining the color palette, toggling the display of full field names, and individualizing the appearance, as well as the chart type for each data series.
Step 1: Access Insights and choose an Explore
Log in to the CyberGrants platform and navigate to the Insights tab.
In the left-hand menu, select the "Analyze" option to view and choose from the available Explores.
Step 2: Build or select a report
Create a new report by either building it from scratch by adding relevant fields or if any prebuilt Quick Start reports are available, select one of those as a starting point.
Step 3: Access the Bar Visualization type
The Bar icon in the Visualization toolbar will allow you to view the report as a bar graph.
Step 4: View the Series Menu
Click Edit in the right corner of the Visualization toolbar to access the Bar Visualization Series Menu options.
Step 5: Define the Color Palette
To define the color palette for a chart, you can select from a collection of predefined palettes or create a custom color palette.
- Collection - To choose a predefined color scheme, select it from the list of available Collections.
- Palette - To choose a predefined palette, click on the Palette option and select from the Palettes listed.
- Custom palette - To create a custom palette, click on the Palette option and select the Custom tab to adjust the Colors on the Palette including editing the hex color.
- Reverse colors - Toggle the color scheme of the bar chart series by reversing the selected colors.
Step 6: Display the Full Field Name
The Show Full Field Name option determines whether the view name should be displayed along with the field name for each axis title and series name.
