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How do I customize or manage a chart in Videri?

Updated Oct 22, 2021

A chart is a visual display of data. You can view charts as standalone visuals or as a dashboard item. From the chart Tools Menu, you can customize a chart display, add it to your list of favorites, and modify the chart legend.

Open Visuals

Open Visuals

In the Navigation Menu, click the Visuals link.

Open Dashboard or Chart

Open Dashboard or Chart

In the Visuals menu on the Visuals page, click a category link [1]. Then click a dashboard link [2] or a chart link [3].

Open Chart Sidebar

Open Chart Sidebar

If you are viewing a dashboard, first select a chart [1].

Click the Tools Menu icon [2] and view the Chart Sidebar [3].

Manage Chart

Manage Chart

Use the following options in the Actions section of the sidebar to customize a chart:

  • View [1]: If chart is on a dashboard, click to view only the chart. (To return to the dashboard, click the Dashboard link.)
  • Explore [2]: Open the selected chart in the Data Explorer using the current chart configuration as a starting point.
  • Configure Indicator [3]: Apply personal visual indicators or organizational visual indicators.
  • Send to [3]: Print, email, save, or export the chart to Microsoft Excel. You can save the chart as a PDF or as a JPG image.
  • Explain [4]: View details about the chart including a description and the metrics, categories, and filters used on the chart.

Modify Chart Display

Modify Chart Display

Use the options in the Modify section of the sidebar to change the chart display:

  • Filters [1]: Narrow the scope of the data on the chart by excluding subsets of information. Learn more about applying filters.
  • Sort by [2]: If the chart is a graph, change the sort order of the values. To sort by values in descending order, select the Value option. To sort alphabetically by category name, select the Category option.
  • Chart labels [3]: If the chart is a graph, turn labels on or off. They are off by default.
  • Data view [4]: View chart data in a table.

Add Chart to Favorites

Add Chart to Favorites

To view the chart in the Visuals menu Favorites category on the Visuals page, click the Add to favorites link.

Note: To remove the chart from the Favorites category, click the Remove from favorites link .

Modify Chart Legend

Modify Chart Legend

In the Legend section, view the legend for the selected chart.

To manage a chart item, click the item name [1].

To hide a chart item, click to turn off the Visibility toggle [2].

To change the color of an item, click the Change color link [3].

Note: Most charts display a color-coded legend within the chart. However, when there are space constraints displaying the chart, Videri automatically hides the legend.

Customize Chart Item Color

Cusomize Chart Item Color

Select a color [1] or enter a custom color code [2] and click the Apply button [3]. To return to the default color, click the Reset to default button [4].

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