R365 Intelligence: Formatting a Visualization

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This article covers the Visualization formatting panel and is part of R365 Intelligence, an R365 add-on feature.

Visualizations are user-customized. Most edits are made using the Filter/Edit/Format panel. The Formatting tab has three subtabs. The options on each subtab enable users to toggle between the formatting options of the visualization itself, the text within the visualization, and the title. Formatting options are dependent on the  Visualization Type.


Navigation

The formatting tools are found on the Format panel. The Format panel is identified by the gear button/icon . It can be opened by clicking the gear button from the left menu.  When the Format panel is open it will be in the third tab of the second panel.


Visualization Options

The visualization options section can be opened by clicking the far left button in the Format options. The icon featured on the button will either be a grid or bar chart and will be dependent on the visualization type selected. 

Some options on this subtab include the following:

  • Bar Charts and Line Charts

    • Container Fit

    • Graph Shape

    • Show/Hide Data Labels

    • Axes Options

    • Add/Remove Trend Lines 

    • Add/Remove Reference Lines

  • Pie Charts

    • Container Fit

    • Graph Shape

    • Show/Hide Data Labels

  • Maps

    • Map Layout

    • Zoom Behaviors

    • Data Points

  • KPIs

    • Template Styling

    • Layout

These options customize how data is shown. 


Text and Form

The Text and Form formatting options can be found by clicking the center button, the font type icon. 

From this section, Users can format the text and form within the Visualization. Options include the following:

  • Font Family

  • Font Styling (B, I, U)

  • Font Size

  • Font Color

  • Text Alignment

  • Table Cell Size

  • Table Cell Color(s)

  • Table Border Types

  • Table Border Colors

Choose whether to apply Text and Form changes to the entire Visualization or Format them section by section (i.e. column headers, row headers only, values only, etc.).


Title and Container

The Title and Container formatting options can be found by clicking the far right button, which has an icon featuring a line in a text box. In this section,  format the Title and Container of the visualization.

Options include the following:

  • Show/Hide the Title Bar

  • Title Font Family

  • Title Font Styling (B, I, U)

  • Title Font Size

  • Title Font Color

  • Title Alignment

  • Title Bar fill color

  • Container Fill color

  • Container Border