Series Editing

By default, all colors in the visualization, including the legend, are determined by the given report theme. The association between an item in the legend and its corresponding data point in the visual is a called a "series." Each series can be edited, allowing users to customize the color and line type for a given legend item and the analogous data point. For example, in the image below the Slicenger series was changed from yellow to pink.

Series editing offers the flexibility to override theme colors for the given series, without changing the theme itself.

Discrete Legend

A discrete legend is made up of a list of elements or measures, which are color-coded according to the color assigned to them in the visualization. Whenever a hierarchy or list of elements is added to the color or shape zone, a discrete legend is produced.

Edit Data Series

Formatting Panel

Open the Formatting panel and select Color from the drop-down menu (red highlight below).

Select the series to be edited directly from the legend, or select the series from the series drop-down menu in the Formatting panel (green highlight below):

Formatting Selector

Enable the formatting selector; click the series you want to edit directly in the visual.

Series Context Menu

Right-click the relevant series in the legend; from its context menu click the Edit option (blue highlight below).

Series Formatting Options

From the Color sub-category of the Formatting panel, you can edit the data series that you've selected from the tabs: Fill and Line.

Fill (Color)

The options in the fill tab allow you to change the Fill Type (and Pattern, where the Pattern fill type is selected) and Color. The Target drop-down (purple arrow) indicates whether your changes apply "by default" or only to one of the items in the visual (in the following case, the Bikes column).

Note: Your selected Color and Fill Type apply to both the shape in your visual and, where applicable, its legend.

Fill Type

• Solid: Fill your shape with a single solid color.
• Pattern: Fill your shape with a "pattern." This is particularly useful if your corporate branding requires a limited color palette or if you require patterns to fulfill your accessibility guidelines. Select this option to open an additional drop-down offering the following pattern types:
  • Dotted.
  • Checker.
  • Diagonal stripes.
  • Horizontal stripes.
• Gradient: Click the paint pots to open the Color Picker and choose the start and end colors for your gradient. Once selected you can move the paint pots closer together or further apart to set the range of the gradient.

Color

Set the fill and default shape outline color. Use the Color Picker to select the appropriate color.

Tip: Each of these selections can be individually overridden from Shapes.

Line

The Line tab contains options for customizing the line color, width, and style. The Target drop-down (purple arrow) indicates whether your changes apply "by default" or only to one of the items in the visual (in the following case, the Bikes column):

The following options from the Line tab are for Cartesian charts:

• Color: Set the color of the line. This option does not appear for line or radar charts.
  • Data Point Color: By default, the line color is the same color as the data point.
  • Custom: Select a different line color from the color picker.
• Thickness: Change the thickness of the line.

The following options from the Line tab are for line, area, and radar charts:

• Thickness: Set the thickness of the line.
• Line Style: The default line style is solid, but you can change it to a dotted or dashed line.

When customizing lines, you can apply changes to all lines in the visual, or to a given series only. To apply changes to all lines, choose Default from the drop-down (green highlight below).

To set changes for a specified series only, choose the series from the Channel drop-down. For instance, to change the line style for the Store series only, select Store.

The line style can also be set from the Line Style drop-down (red arrow below) from the Component ribbon:

Plotted Charts

When working with plotted charts, the line style function is enabled from the Component ribbon only when a regression line is added to the chart.

Examples