Formatting options available for each visual type in Insights

Prerequisite

You have the Insights Author license.

Page location

Insights > Analyses > Click an analysis > Click a visual

The following list breaks down what type of formatting works in a visualization during analysis:

Bar charts (both horizontal and vertical) support the following formatting:
- Customize, display, or hide title, field labels, and data labels
- Customize, display, or hide legend (exception: simple charts without clustering or multiple measures don't show a legend)
- Specify axis range and steps on the x-axis for horizontal bar charts, and on the y-axis for vertical bar charts
- Choose how many data points to display on the x-axis for vertical bar charts, and on the y-axis for horizontal bar charts
- Show or hide axis lines, axis labels, axis sort icons, and chart grid lines
- Customize, display, or remove reference lines
- Show or hide the “other” category
Horizontal bar charts support sorting on the y-axis and Value. Vertical bar charts support sorting on the x-axis and Value.

Stacked bar charts support showing totals.
Box plots support the following formatting:
- Customize, display, or hide title
- Customize, display, or hide legend
- Specify axis range and label tick on the x-axis and axis range and step on the y-axis
- Show or hide axis lines, axis labels, axis sort icons, and chart grid lines
- Choose how many data points to display on the y-axis.
- Show or hide the “other” category
- Add reference lines
Box plots support sorting on Group By.
Combo charts support the following formatting:
- Customize, display, or hide title, field labels, and data labels
- Customize, display, or hide legend (exception: simple charts without clustering, stacking, or multiple measures don't show a legend)
- Specify axis range on bars and lines
- Synchronize the Y axes for both bars and lines into a single axis.
- Choose how many data points to display on the x-axis
- Show or hide axis lines, axis labels, axis sort icons, and chart grid lines
- Customize, display, or remove reference lines
- Show or hide the "other" category
Combo charts support sorting on the x-axis, Bars, and Lines.
Donut charts support the following formatting:
- Customize, display, or hide title, data labels, and legend
- Customize, display, or hide the labels for group or color and value fields
- Choose how many slices to display from Group/Color
- Show or hide the "other" category
Donut charts support sorting on Group/Color and Value.
Filled maps support the following formatting:
- Customize, display, or hide title.
- Customize, display, or hide the legend
Filled maps support sorting on Location and Color.
Funnel charts support the following formatting:
- Customize, display, or hide title, and data labels
- Customize, display, or hide the labels for group or color and value fields
- Choose how many stages to display in the Group By field
- Show or hide the "other" category
Funnel charts support sorting on Group By and Value.
Gauge charts support the following formatting:
- Customize, display, or hide title. Display or hide axis labels.
- Customize how to display the value or values: hidden, actual value, comparison
- Choose the comparison method (available when you use two measures)
- Choose the axis range and padding to display in the gauge chart
- Choose the arc style (degrees from 180 to 360) and arc thickness
Gauge charts don't support sorting.
Geospatial charts (maps) support the following formatting:
- Customize, display, or hide title and legend
- Choose the base map image.
- Choose to display map points with or without clustering.
Geospatial charts don't support sorting.
Heat maps support the following formatting:
- Customize, display, or hide title, legend, and labels
- Choose how many rows and columns to display
- Choose colors or gradients.
- Show or hide the "other" category
Heat maps support sorting on Values and Columns.
Histogram charts support the following formatting:
- Customize, display, or hide title, field labels, and data labels
- Specify axis range, scale, and steps on the y-axis
- Choose how many data points to display on the x-axis
- Show or hide axis lines, axis labels, axis sort icons, and chart grid lines
Histogram charts don't support sorting.
Key performance indicators (KPIs) support the following formatting:
- Customize, display, or hide title
- Display or hide trend arrows and progress bar
- Customize comparison method as auto, difference, percent (%), or difference as percent (%)
- Customize primary value displayed to be comparison or actual
- Conditional formatting
KPIs don't support sorting.
Line charts support the following formatting:
- Customize, display, or hide title, field labels, and data labels
- Customize, display, or hide legend (exception: simple charts don't show a legend)
- Specify axis range and steps (on y-axis)
- Choose how many data points to display on the x-axis
- Show or hide axis lines, axis labels, axis sort icons, and chart grid lines
- Customize, display, or remove reference lines
- Customize the styling of lines and the markers for data points on a line
- Show or hide the "other" category, except when the x-axis is a date
Line charts support sorting on the x-axis and Value for numeric purposes only.
Pie charts support the following formatting:
- Customize, display, or hide title, data labels, and legend
- Customize, display, or hide the labels for group or color and value fields
- Show metrics as values, percentages, or both
- Choose how many slices to display from the Group/Color field
- Show or hide the "other" category
Pie charts support sorting on Value and Group/Color.
Pivot tables support the following formatting:
- Customize, display, or hide title
- Customize, display, or hide the labels for column, row, and value fields
- Customize the font sizes for table headers and cells/body
- Display or hide totals and subtotals on rows or columns
- Custom labels for totals or subtotals
- Choose additional styling options: fit table to view, hide +/- buttons, hide column field names, hide duplicate label when using single metric
- Conditional formatting
Pivot tables support sorting on Column and Row. For more information on sorting pivot table data, see Sort pivot tables in Insights.
Scatter plots support the following formatting:
- Customize, display, or hide title, legend, field labels, and data labels
- Customize, display, or remove reference lines
- Specify axis range (on x-axis and y-axis)
- Show or hide axis lines, axis labels, axis sort icons, and chart grid lines
Scatter plots don't support sorting.
Tables support the following formatting:
- Customize, display, or hide title, legend, and columns
- Customize, display, or hide the column names for group-by and value fields
- Customize the font sizes for table headers and cells/body
- Display or hide totals at the top or bottom of the table
- Provide a custom label for totals
- Add conditional formatting
Tables support sorting on Group By and Value.
Tree maps support the following formatting:
- Customize, display, or hide title and legend
- Customize, display, or hide the labels for group-by, size, and color fields
- Choose colors or gradients.
- Choose how many squares to display from the Group By field
- Show or hide the “other” category
Tree maps support sorting on Size, Group By and Color.
Waterfall charts support the following formatting:
- Customize, display, or hide title or subtitle
- Customize the total label
- Specify x-axis label size and orientation and y-axis label range and orientation.
- Show or hide axis lines, axis labels, axis sort icons, and chart grid lines
- Show or hide the “other” category
- Customize the legend size and position.
- Customize and display or hide data labels.
Waterfall charts support sorting on Category and Value.
Word clouds support the following formatting:
- Customize, display, or hide title
- Customize the word color, and the number of words to display from the Group by field
- Show or hide the “other” category
- Choose additional styling options: allow vertical words, emphasize scale, or work with fluid layout, lowercase, padding level, or maximum string length
Word clouds support sorting on Group By.