To change axis, you can click the axis itself.
Here, we demonstrate the various options for axis configuration using a visualization “Sales by Department”
This opens the detail axis customization menu in the chart.
You can make the following changes to the axis:
Change the axis aggregate
To change the axis aggregate, click the Aggregate option in the axis menu, and select an alternative from the list of options.
Depending on the type of data type and other settings, the aggregation options include Total, Avg, Min, Max, Total Count, Unique Count, Std Deviation, and Variance.
Add, Change, and Remove Filters
To manage the filters applied to the axis (in this example, Total Sales), follow these steps:
- Click the Filters option in the axis menu.
In the window modal, click + add a condition.
Select the comparison option.
Here, the options include is greater than, is greater than or equal to, is less than, is less than or equal to, is between, is in, and is not in.
In this example, select is greater than or equal to.
Set the relevant numerical limits.
Here, enter the maximum of
Note that if you select the is between comparison operator, you must set two limits: minimum and maximum. Similarly, is in and is not in operators require a list of values separated by “;”.
To add another filter condition, click +add another.
To remove a filter condition, click the delete icon (x) next to its definition.
Here, you can see differences between the original chart and the one with the filter applied: Three (3) of the departments had sales under $1,000,000, and they don’t appear on the newer chart.
To remove a filter from the chart, click the x icon on the filter tile.
Apply conditional formatting
To apply conditional formatting to the axis (in this example, Total Sales), follow these steps:
Click the Conditional formatting option in the axis menu.
The Conditional formatting window modal appears.
In the window modal, click + add formatting.
Select the conditional range.
The text area on the left specifies the lower limit of the condition, so the condition applies to all values that are greater or equal to it. And the text area on the right specifies the upper limit of the condition, so the condition applies to all lower values.
To show show values with a lower limit, enter a value in the left text box.
To show values with an upper limit, enter a value in the right text box.
To show values in a specified range, enter the appropriate values in both text boxes.
Here, we apply conditional formatting to values between
To specify a different color of the conditional format, select the new color from the color selector.
This option draws upper and lower limit lines on the chart, and colors the chart elements that meet the conditional requirements.
Alternatively, you can place a range band on the chart. Select the Fill chart option.
To add another condition, click +add formatting.
To remove a defined conditional format, click the delete icon (x) next to its definition.
Here, you can see a chart that highlights elements with conditional formatting on some elements. You can also see how the same chart appears with a background chart band.
Change the Sort
To change the sorting of a measurement on an axis, click the Sort option in the axis menu, and select an alternative from the list of options: Ascending or Descending.
Here, you can compare the original chart that was not sorted on the Total Sales axis with the chart that uses descending sort.
Change the Postion of the axis
It is generally easier to interpret a chart if axes that use the same units of measurement or scale appear on the same side of the chart. In our example, we can best visualize Item Cost and Item Price on the same side of chart.
To change the position of an axis, select the Position option in the axis menu, and then select an alternative from the list of options: Left or Right.
Here, we move the Item Price axis from the right side of the chart to the left side.
You can compare the original chart with the one where the Total Sales axis is on the right, while Item Cost and Item Price both appear on the left.
Change the Grouping
When two axis use the same unit of measure and a similar scale, we can group them together.
To change the grouping on an axis, click the Group option in the axis menu, and select an alternative from the list of options, which are the measurements on the other axes.
Here, we change the Item Price axis by grouping it with Item Cost.
Compare the original chart with one that groups Item Price and Item Cost as Item Price & Item Cost. The chart looks cleaner, and clearly communicates the distinct information on each of the two measurements.
Notice that the Customize menu shows a linkage between the two grouped axes.
Rename an axis
You can always rename an axis for clarity, brevity, format, and so on.
In our example, it makes sense to rename the axis created from grouping as Item Price & Item Cost to something shorter, like Item Price and Cost.
To rename an axis, select the Rename option in the axis menu, type the new name, and either click out or hit Enter/Return on your keyboard.