Edit Data Chart Objects

Available from Version: - 

Operating System: Windows 

empower® Add-in: Charts

Objects in data charts can be edited individually. To do so, select the object and make your changes in the open menu.

Depending on the object, you can change its color, shape, pattern, font and much more.

Note

For further information regarding the editing options for labels, see Use and Edit Labels.

Edit Data Points And Data Series

For data points, you can decide if you want to display the label or not.

To display data labels, select the data point and click on the button Show Label (Figure 1, “Button Show Label for Data Points”).

Figure 1. Button Show Label for Data Points

Button Show Label for Data Points

If your chart contains columns, you can also decide if you want to display column sums.

To display column sums, select the data point and click on the button Show Column Sums (Figure 2, “Button Show Column Sums for Data Points”).

Figure 2. Button Show Column Sums for Data Points

Button Show Column Sums for Data Points

To change the color of a data point, select the data point and click on the button Colors (Figure 3, “Button Colors for Data Points”).

Then, select a color or choose the option No Fill if you do not want to apply a fill color.

Figure 3. Button Colors for Data Points

Button Colors for Data Points

To change the pattern of the data point, select the data point and click on the button Pattern (Figure 4, “Button Pattern for Data Points”).

Then, choose a pattern for the data point.

Figure 4. Button Pattern for Data Points

Button Pattern for Data Points

For column, bar and circle charts, you can also edit the data points' border.

To do so, select the data point and click on the button Edit Line Style (Figure 5, “Button Edit Line Style for Data Points”).

Figure 5. Button Edit Line Style for Data Points

Button Edit Line Style for Data Points

Here, choose a color.

If you have selected a color, you can change the dash style and weight of the border (Figure 6, “Options for Borders”).

If you do not want to display a border at all, choose the option No Border.

To reset the border style to the initial border style, click on the button Reset.

Figure 6. Options for Borders

Options for Borders

In line, scatter, bubble and radar charts, you can edit the marker points.

In line and radar charts, you can additionally edit the line between the data points.

For the marker points, you can decide if you want to display a label.

To display a label, click on the button Show Label (Figure 7, “Button Show Label for Marker Points”).

Figure 7. Button Show Label for Marker Points

Button Show Label for Marker Points

In addition, you can change the color of the marker point.

To do so, click on the button Colors and choose a color (Figure 8, “Button Colors for Marker Points”).

Figure 8. Button Colors for Marker Points

Button Colors for Marker Points

To change the marker's shape, click on the button Marker Style and choose a new shape (Figure 9, “Button Marker Style for Marker Points”).

If you do not want to display any markers, choose the option None.

Figure 9. Button Marker Style for Marker Points

Button Marker Style for Marker Points

To change the size of the marker point, either type in a new value into the input field or use the arrow symbols to increase or decrease the value (Figure 10, “Increase Or Decrease Marker Point Size”).

Figure 10. Increase Or Decrease Marker Point Size

Increase Or Decrease Marker Point Size

In bubble charts, you also have the option to bring the data point's bubble to the front in case it is overlapping another bubble.

To do so, click on the button Bring Bubble to Front (Figure 11, “Button Bring Bubble to Front).

Figure 11. Button Bring Bubble to Front

Button Bring Bubble to Front

For lines between data point, you can also change the color.

To do so, click on the button Colors and choose a color.

If you do not want to use any color, choose the option No Fill.

To change the dash style of the line, click on the button Dash Style (Figure 12, “Button Dash Style for Data Point Lines”).

Here, choose a style.

Figure 12. Button Dash Style for Data Point Lines

Button Dash Style for Data Point Lines

To display the line thicker or thinner, either type in a new value into the input fields or use the arrow symbols to increase or decrease the value (Figure 13, “Increase Or Decrease Data Point Line Weight”).

Figure 13. Increase Or Decrease Data Point Line Weight

Increase Or Decrease Data Point Line Weight

For pie charts, you have additional options.

You can rotate the pie chart using the rotation symbol in the center above the chart (Figure 14, “Rotate Pie Chart”).

To do so, drag and drop the symbol until you have reached your preferred position.

Figure 14. Rotate Pie Chart

Rotate Pie Chart

In addition, you can pull out a data point to highlight it (Figure 15, “Pull Out Data Point”).

To do so, select the data point and pull it out of the chart.

Its data label is moved accordingly.

Figure 15. Pull Out Data Point

Pull Out Data Point

For data series, you have the same options as for the respective data points (Figure 16, “Data Series Settings”).

However, you cannot enable the column sums for a data series. This setting needs to be enabled and disabled for each data point separately or globally for all series and points via the button Data Labels.

Figure 16. Data Series Settings

Data Series Settings

If you select a data series in line or radar charts, your options for data point markers and the line between them are combined (Figure 17, “Data Series Settings for Line and Radar Charts”).

Figure 17. Data Series Settings for Line and Radar Charts

Data Series Settings for Line and Radar Charts

Important

The default setting for borders is No Border. Depending on your empower® Version, borders might be set for specific chart types by default.

In both cases, the border settings can be adjusted according to your needs.

Note

For further information regarding the data label menu in the action bar, see Edit Data Label Settings.

For further information regarding custom colors, see Use Custom Colors.

Edit Axes

For all axes in your chart, you can make changes to the text formatting and appearance of the axis.

To edit the font size, font color and formatting of the axis labels globally, select the axis and make your changes.

All labels in the axis adjust to your changes.

In addition, you can add an axis title to each axis. To do so, select the axis and click on the button Show Axis Titles (Figure 18, “Button Show Axis Titles).

Then, you can adjust the title text and formatting. To do so, select the title.

Figure 18. Button Show Axis Titles

Button Show Axis Titles

For category axes, you can also edit the text direction, alignment and category order.

To change the text direction, click on the button Text Direction and choose your preferred option (Figure 19, “Button Text Direction).

Figure 19. Button Text Direction

Button Text Direction

To change the alignment, click on the button Align Vertically and choose your preferred option (Figure 20, “Button Align Vertically for Horizontal Axes”).

In vertical category axes, you can choose the alignment option directly in the menu (Figure 21, “Alignment Options for Vertical Axes”).

Figure 20. Button Align Vertically for Horizontal Axes

Button Align Vertically for Horizontal Axes

Figure 21. Alignment Options for Vertical Axes

Alignment Options for Vertical Axes

Long category labels are wrapped automatically. To create a soft line break manually, press Shift + Enter.

To change the category order, click on the button Categories Order Reversed (Figure 22, “Button Categories Order Reversed).

Figure 22. Button Categories Order Reversed

Button Categories Order Reversed

In column Mekko and Marimekko charts, you have additional options for the category axis.

To view those options, select the axis and click on the button Settings (Figure 23, “Button Settings for Mekko Charts”).

Figure 23. Button Settings for Mekko Charts

Button Settings for Mekko Charts

Here, you can decide if you want to display the name, the values or the percentages as labels (Figure 24, “Mekko Chart Options for Category Axes”).

If you choose to display percentages, you can also decide on how many decimal places you want to display.

You can enable multiple options at once.

If you disable all of them, the axis stays empty.

Figure 24. Mekko Chart Options for Category Axes

Mekko Chart Options for Category Axes

To delete an axis, select it and then click on the button Remove (Figure 25, “Button Remove for Axes”).

Figure 25. Button Remove for Axes

Button Remove for Axes

Note

For value axes, you can access the axis settings via the button Settings and the break settings via the button Manage Breaks. This will open the same axis and break options you have under the button Properties.

For further information regarding axis settings, see Edit Legend, Axes and Title Properties.

For further information regarding break settings, see Insert Breaks.

For further information regarding custom colors, see Use Custom Colors.

Use Date Axes

To use an axis as a date axis, open the mini Excel via the button Edit Data (Figure 26, “Button Edit Data).

Then, enter the dates you want to display into the cells that represent the axis of your choice.

Figure 26. Button Edit Data

Button Edit Data

The dates must have an Excel date format and they must not function as table headers (Figure 27, “Date Values in Mini Excel”).

Close the mini Excel.

Figure 27. Date Values in Mini Excel

Date Values in Mini Excel

Now that you have entered dates, click on the axis and then click on the button Settings. Here, you are provided with further options.

Here, you can see that the date axis is enabled (Figure 28, “Toggle Button for Date Axis Enabled).

To disable the date axis, switch the toggle button for Date Axis Enabled to Off.

Figure 28. Toggle Button for Date Axis Enabled

Toggle Button for Date Axis Enabled

Under Axis Options, you can define the minimum and maximum date (Figure 29, “Set Dates”).

To do so, either type in the dates into the input fields or use the calendar to pick a date.

To go back to the automatically calculated value, click on the button Reset.

Figure 29. Set Dates

Set Dates

To define the step size displayed in the axis, type in a value into the input field and select a time unit from the drop-down menu (Figure 30, “Set Steps”).

To go back to the automatically calculated value, click on the button Reset.

Figure 30. Set Steps

Set Steps

As a date format, you can either use the format from your mini Excel or define a custom date format (Figure 31, “Date Format Options”).

To use the date format from Excel, choose the option Use Excel Format.

Figure 31. Date Format Options

Date Format Options

To define your own format, choose the option Define Specific Format (Figure 32, “Use Custom Date Settings” (1)).

Then, choose the region your dates refer to from the drop-down menu under Region (Figure 32, “Use Custom Date Settings” (2)).

In the drop-down menu under Date Format, choose the date format you want to use (Figure 32, “Use Custom Date Settings” (3)).

If you want to use a custom format, choose the option Custom Date Format.

A dialog box opens.

Figure 32. Use Custom Date Settings

Use Custom Date Settings

Here, either choose a format from the list or enter a new one into the input field (Figure 33, “Dialog Box Custom Date Format).

A preview is displayed above the input field.

Then, click on the button OK.

Figure 33. Dialog Box Custom Date Format

Dialog Box Custom Date Format

To apply all changes to the date axis, click on the button Apply.

Edit Chart Title

If you have enabled the chart title via the button Properties in the action bar, you can edit this title according to your needs.

To edit the chart title text, click into the text field and type in the title you want to use.

To display the chart title in two rows, use the keyboard shortcut Ctrl + Enter to create a soft line break (Figure 34, “Example – Title in Two Lines”).

Subscript or superscript can also be used in chart titles.

To do so, use \sup{text} for superscript or \sub{text} for subscript and replace {text} with your text you want to format with superscript or subscript.

Figure 34. Example – Title in Two Lines

Example – Title in Two Lines

To edit the chart title formatting, select it.

A menu opens (Figure 35, “Menu for Chart Title”).

In this menu, you can define the font size, font color, formatting and text alignment.

Figure 35. Menu for Chart Title

Menu for Chart Title

To change the chart title text freely, click on the button Modify Label Freely (Figure 36, “Button Modify Label Freely for Chart Title”).

You then enter free text formatting mode automatically.

Figure 36. Button Modify Label Freely for Chart Title

Button Modify Label Freely for Chart Title

In addition, you can move the chart title to your preferred position.

To drag it freely, press Alt + Ctrl.

The chart title cannot be dragged out of the chart area.

To delete the chart title, click on the button Remove (Figure 37, “Button Remove for Chart Title”).

Figure 37. Button Remove for Chart Title

Button Remove for Chart Title

Note

For further information regarding the property menu in the action bar, see Edit Data Chart Properties.

For further information regarding the partial text formatting mode, see Custom Labels.

For further information regarding custom colors, see Format Text Partially.

Edit Legend

If you have inserted a legend via the button Properties in the action bar, you can edit this legend according to your needs.

The position of the legend can be changed in the properties menu and directly via the legend.

To do so, select the legend and click on the button Legend Position (Figure 38, “Button Legend Position).

Figure 38. Button Legend Position

Button Legend Position

If you want to revert the order of the legend entries, select the legend and click on the button Revert Legend Entry Order (Figure 39, “Button Revert Legend Entry Order).

Figure 39. Button Revert Legend Entry Order

Button Revert Legend Entry Order

In the same menu, you can also change the font size and color as well as the formatting globally for all legend texts (Figure 40, “Formatting Options for Legend Labels”).

If you change the font size of legend texts, the legend icon size adapts accordingly.

Figure 40. Formatting Options for Legend Labels

Formatting Options for Legend Labels

To enlarge the legend, select the legend and hover over its border.

A bilateral arrow appears. Drag and drop this arrow to adjust the size of the legend (Figure 41, “Enlarge Or Shrink Legend”).

Figure 41. Enlarge Or Shrink Legend

Enlarge Or Shrink Legend

In addition, you can access all data series settings via the legend icon (Figure 42, “Data Series Settings in Legend”).

These settings will be applied to all data points in a series and will then be reflected in the legend.

To do so, select the legend icon and make your changes.

Figure 42. Data Series Settings in Legend

Data Series Settings in Legend

The legend icon labels can also be formatted individually.

To delete a legend entry, select the legend icon and click on the button Delete.

The entry is deleted from the legend. The corresponding series will not be deleted or hidden from the chart.

Note

If you have made major changes to the legend and want to revert them, click on the button Properties, choose the option Show Legend and then select None.

Then, enable the legend again by inserting it at your preferred position.

Note

For further information regarding the property menu in the action bar, see Edit Data Chart Properties.

For further information regarding custom colors, see Use Custom Colors.

Edit Arrows and Lines

If you have added lines or arrows via the button Lines in the action bar, you can edit these arrows and lines according to your needs.

For most of them, you can edit the label text and label formatting (Figure 43, “Formatting Options for Arrow and Line Labels”).

In addition, you can edit the color of most arrows and lines.

For some and arrows, you can also choose the dash style and line weight.

If you are displaying ellipse, you can choose a fill color for them.

Figure 43. Formatting Options for Arrow and Line Labels

Formatting Options for Arrow and Line Labels

If you are currently displaying an ellipse for the line or arrow, a second button Colors is displayed. This button displays a painting bucket symbol (Figure 44, “Button Colors for Ellipse”).

Click on this button to choose a fill color for the ellipse.

If you do not want to display any color, choose the option No Fill.

Figure 44. Button Colors for Ellipse

Button Colors for Ellipse

To change the color of a line or an arrow, select it and click on the button Colors with the pen symbol (Figure 45, “Button Colors for Lines and Arrows”).

Here, choose a color.

Figure 45. Button Colors for Lines and Arrows

Button Colors for Lines and Arrows

For value lines, you can also change the dash style and line weight (Figure 46, “Options for Value Lines”).

To change the dash style, click on the button Dash Style and choose a style.

To change the line weight, click on the button Weight and select a weight.

To reset the arrow or line style to the initial style, click on the button Reset.

Figure 46. Options for Value Lines

Options for Value Lines

To change the label of an arrow or line freely, click on the button Modify Label Freely (Figure 47, “Button Modify Label Freely for Arrows and Lines”).

You then enter free text formatting mode automatically.

Figure 47. Button Modify Label Freely for Arrows and Lines

Button Modify Label Freely for Arrows and Lines

To delete a line or an arrow, select it and click on the button Delete (Figure 48, “Button Delete for Arrows and Lines”).

Figure 48. Button Delete for Arrows and Lines

Button Delete for Arrows and Lines

Note

Connector lines and breaks cannot be edited.

However, single connector lines in waterfall charts can be deleted.

Note

For further information regarding editing options for lines representing data points, see Edit Data Points And Data Series.

For further information regarding editing options for labels. see Use and Edit Labels.

For further information regarding the editing options for gridlines, see Add Lines and Arrows to Data Charts.

For further information regarding custom colors, see Use Custom Colors.

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