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How do I use the Values Menu in a Bar Visualization?

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How do I use the Values Menu in a Bar Visualization?
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The Values menu in the Insights Bar Visualization allows Insights users to customize the appearance and formatting of the data labels displayed on the chart. This includes enabling or disabling value labels, adjusting the font size, defining the color of the labels, and specifying the desired value formatting.  

Additionally, the Values menu provides advanced options for optimizing the visual representation of grouped and stacked data series, such as controlling the rotation and positioning of the labels. 

Proceed as follows to learn how to leverage the Values Menu in an Insights Explore to customize the Bar Visualization appearance. 

Step 1: Access a report through an Insights 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.

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 2: View the Bar Visualization Values Menu

The Bar icon in the Visualization toolbar will allow you to view the report as a bar graph. 

Click Edit in the right corner of the Visualization toolbar to access the Bar Visualization Values Menu options. 

Step 3: Activate Value Labels

The Value Labels option toggles the appearance of value labels for each data point on the chart. 

Step 4: Label Null Columns

The Label Null Columns option toggles the appearance of labels for null data points. 

Step 5: Add Value Colors

Value Colors define the colors of the value labels. This field takes a comma-separated list of one or more color values. The color values can be formatted as RGB hex strings, such as #2ca6cd, or as CSS color names, such as medium blue. 

Step 6: Update the Font Size

The Font Size option allows you to control the font size of value labels using any valid CSS size. Generally, users will specify a number of pixels, such as 12px. 

Step 7: Change the Value Format

Value Format specifies the format of the value, independent of the underlying dimension or measure. The field accepts Excel-style formatting. If no formatting is specified, the value will be displayed in the format of the underlying dimension or measure. 

Step 8: Customize Grouped and Stacked series using advanced Value options

Depending on whether the Series is displayed in a Grouped, Stacked, or Stacked Percentage arrangement, the Values Menu will surface relevant settings to optimize the visual representation of the data. Grouped and Stacked Series Positionings include the following advanced Value options. 

Grouped Series Positioning Values Menu Options

  • Value Rotation - Sets the rotation of the value labels and is only available when the Series Positioning has been set to Grouped. This parameter accepts values between -360 and 360, denoting the number of degrees to rotate the labels. 

Stacked Series Positioning Values Menu Options

  • Totals Labels - Toggles the appearance of totals for each stacked group of data points on a chart and is only available when the Series Positioning has been set to Stacked.
  • Show Silhouette of Disabled Series Toggles a lightly shaded representation of a disabled series in a stacked chart and is only available when the Series Positioning has been set to Stacked. Click on a series name in the bottom legend of the visualization to disable or enable the series in the visualization.
  • Totals Color - Defines the color of the totals labels and is only available when the Series Positioning has been set to Stacked.
  • Totals Rotation - Sets the rotation of the totals labels and is only available when the Series Positioning has been set to Stacked and the Totals Labels are activated. This parameter accepts values between -360 and 360, denoting the number of degrees to rotate the labels. 


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