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Configuring axis and reference lines

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Prerequisite

 

Presentation

In the view editor, you can customize the axis and reference lines to improve data readability and analysis.

The axis allows you to adjust how the data is distributed across the chart by defining the value range and the axis title. For example, in a bar chart, you can set the value range for the Y-axis (such as 0 to 100) or customize the X-axis title to reflect the desired category (such as "Months" or "Products").

The Reference Line adds a visual line to the chart to highlight a specific value or range. This is useful for marking goals, limits, or benchmark values. For example, you can add a reference line that shows a sales target, making it easier to compare with the data presented in the chart.

Depending on the type of chart chosen for the view, the Axis and Reference Line fields will be available ; see how to configure them:

Configure Axis

The Axis field will be available in the editor when the selected chart type is: Column, Bar, Line, Bubble, Scatter, Radar, Pareto, or Area.

After a field is defined as the axis for the view graph, the system allows you to make some adjustments to how the information is presented.

To do this, in the view editor, go to the Customize tab and expand the X-axis and Y-axis fields . The following options will be available:

X-axis or Y-axis :

By disabling this option, the axis lines and markings will not be displayed on the chart, showing only the analysis data. The remaining axis settings will also be disabled.

Display title :

With this option enabled, it is possible to define the text that will be displayed as the axis title. 

To define a title, simply fill in the Axis Name field , or enable the Automatic Title option , which automatically generates a title based on the axis field.

Additionally, using the button , you can customize the title style by adjusting the font, color, and size.

Display values :

This option allows you to enable or disable the display of numerical or categorical values ​​along the axis. 

Use the button if you want to customize the style of the values, adjusting the font, color, and size.

Limits :

This section allows you to control the range of values ​​displayed on the vertical axis (Y-axis) of the chart. 

Limits are useful for highlighting a specific range of values ​​or for standardizing the scale when comparing different graphs using the same visual ratio. 

To configure them, fill in the fields:

  • Minimum value : defines the starting point of the Y-axis. For example, entering 100 will set the axis to start at that value, ignoring smaller numbers.
  • Maximum value : defines the endpoint of the Y-axis. For example, entering 1000 will prevent the axis from displaying values ​​above this limit.
  • Scale interval : determines the distance between axis markings. For example, setting it to 100 will display axis lines and labels in increments of 100.

Formatting :

This option is available for axes that display measurements (usually the Y-axis). It defines how the values ​​will be displayed on the axis, regardless of the formatting applied to the measurement.

By default, the formatting is Automatic , but the user can customize it, for example, to display R$ 9M on the axis while maintaining 9,000,000 in the column or bar display.

To customize the formatting, simply select the Custom option and, in the Type field , configure the desired formatting:

None The value does not have a specific format.
Number The field values ​​will be numbers.
In the fields that will be displayed, select the regional option to be applied, enter the number of decimal digits, the prefix or suffix, and select the unit for displaying the values. 
When selecting a display unit, the suffix will be defined according to the selected option.
Coin The field values ​​will be monetary. 
In the fields that will be displayed, select the regional option to be applied and enter the number of decimal places. The prefix will be filled with the currency of the selected regional option. The suffix will be filled by the system if a display unit is selected.
Date The field values ​​will be dates. 
In the fields that will be displayed, select the regional option to be applied. The Mask field will be filled according to the selected regional option; however, it is possible to edit it. 
See examples of formats that can be used by clicking on the Template field .
Time The field values ​​will be hours. 
In the fields that will be displayed, select the regional option to be applied. The Mask field will be filled according to the selected regional option; however, it is possible to edit it. 
See examples of formats that can be used by clicking on the Template field .
Date and time The field values ​​will be date + time. 
In the fields that will be displayed, select the regional option to be applied. The Mask field will be filled according to the selected regional option; however, it is possible to edit it. 
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.

Watch the video in the article "Create a view from a query" for more details on how to include dimensions in the X-axis field of the view data .

•  For Gauge and Progress Bar charts, the Axis field will only be available in the Customize tab ; it will not be possible to define a field as an axis in the View data .

 

Configure Reference Line

The Reference Lines field will be available in the editor when the selected chart type is: Column, Bar, Line, Bubble, Scatter, Pareto, Area, Gauge, and Progress Bar. 

This option allows you to highlight a specific value or range on the axis in the graph, functioning as a visual marker for goals, limits, or points of attention.

To configure the reference lines, access the View Data and click on the Reference Line option .

In the Line Type field , specify whether the reference line will be a fixed line, a stripe, or a variable line:

  • Fixed : inserts a line at a specific value on the axis. You need to specify the Label , Value , and Color of the line that will be displayed on the chart.
  • Range : highlights an area between two values. You need to specify the Label , the Initial Value , the Final Value , and the Color of the range that will be displayed on the chart.
  • Variable : inserts the line or range based on a calculation applied to a measurement. It is necessary to specify the Label , Field , Aggregation Function , and Color . For the Field , all measurement fields of the analysis are available. For the Aggregation Function, functions that return the sum, maximum, minimum, average, count, or distinct count of the values ​​of the selected measurement are available.

If necessary, repeat the process to insert as many reference lines as needed for the graph.

 

 

Conclusion

Done! Now you know how to configure axes and reference lines in views generated from queries, analysis dashboards, and portals.


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