Customizing vision
This content was translated using artificial intelligence. To request a review, please email documentacao_se@softexpert.com.
Prerequisite
- Access to a view created from a query, a portal, or an analytics dashboard.
Presentation
SoftExpert Analytics provides features that allow you to configure series, responsiveness, legends, and chart style.
These adjustments can be made through the Customize tab in the view editor.
Customing vision
1. Access the view editor.
2. Access the Customize tab and make the desired adjustments.
Check out more details about each of the available configurations:
Series
The Series section allows you to configure how each data set (series) will be displayed in the chart. Each chart can have one or more series.
By default, the system keeps the "Apply to all series" option selected .
With this option selected, it is possible to make general settings applicable to all series in the chart:
- Axis : Allows you to define on which axis of the series the values will be displayed.
- Formatting : Allows you to define the format in which the values will be displayed.
| None | The value does not have a specific format. |
| Number |
The values will be numerical. The "Compress Numbers" option makes reading very large numbers easier. |
| Coin |
The values will be monetary. In the fields that will be displayed, enter the number of decimal digits, the prefix or suffix, and select the unit for displaying the values. The suffix will be filled in by the system if a display unit is selected. The "Compress numbers" option makes it easier to read very large numbers. This feature allows large values, such as 148,463,573,353, to be automatically formatted with conventional abbreviations, displaying, for example, 148.5B (billion). The values are presented with suffixes such as M (million) and B (billion), making the visualization cleaner, more objective, and easier to interpret. |
| Data |
The values will be dates. Specify the Mask that will define the date format. See examples of formats that can be used by clicking on the Template field . |
| Time |
The values will be hours. Specify the Mask that will define the time format. See examples of formats that can be used by clicking on the Template field . |
| Date and time |
The values will be date + time. Specify the Mask that will define the date and time format. See examples of formats that can be used by clicking on the Template field . |
| Duration | This option is only available for numeric values converted to milliseconds. |
-
Display data label : If this option is enabled, the numerical value will be displayed directly above each point/column/slice of the chart. The Orientation field allows you to configure how the values will be displayed, and you can make visual adjustments, such as changing the font style or color, using the button
.
- Reserve space for null or missing points : If this option is enabled, the information will maintain its position on the chart even if there is no data for that series at a given point. This prevents the chart from breaking or skipping categories without values. For example, in a column chart displaying the number of workflows started per month, if there are no records in March, that month's column will still appear on the X-axis (with a zero value), ensuring that all months are displayed in the correct order.
- Display sum of stacked data : This option allows you to view the totals directly on the stacked charts, eliminating the need to create extra views or perform manual sums.
The system also allows adjustments to be made to a specific series. To do this, the user needs to select the desired series in the Series field .
If a specific series is selected, in addition to the adjustments explained previously, it is possible to customize other details of the series, such as changing the color, the chart type, and adding outlines to the chart borders.
It's important to remember that if a specific series is selected, the formatting will only be applied to that series.
The "Apply to all series" option is always available, even if the chart is only displaying a single series.
This allows the formatting to be defined for the current series and for all series that this chart will have, avoiding, for example, the need to apply a configuration for the current month, for the following month, and so on.
Responsiveness
Responsiveness ensures that the graphic is legible on different screens, without distortion or cropping.
If the "Maintain responsiveness" option is enabled, the chart automatically adjusts to the size and type of device on which it is being displayed (desktop, tablet, mobile phone).
Legend
The legend facilitates the interpretation of the data, allowing the user to quickly identify which series each color or shape corresponds to.
- Show legend : Enables or hides the chart legend, which identifies the series using colors and labels.
- Highlight series on mouseover : when enabled, visually highlights only the selected series when the cursor hovers over it, making it easier to read graphs with many series.
-
Position : defines where the legend will be displayed on the chart. In addition to the position, it is possible to make visual adjustments, such as changing the style or color of the legend font, using the button .
Chart style
It is possible to customize the visual appearance of the chart to better highlight the data or align the appearance with the organization's visual standards.
- Background : Allows you to define the background color of the chart.
- Border : Allows you to define the color of the outer border that delimits the chart.
It is also possible to make visual adjustments, such as changing the style or color of the chart font, using the button .
Conclusion
By applying the customization options, the analyses become clearer, more attractive, and aligned with your organization's needs.