InetSoft Product Information: Color Dashboards

Color dashboards facilitate the identification of visual elements in business reports leading to the quick recognition of marketplace trends.

You can represent data values using the following visual formats: Color, pattern, size, or text. These formats can be applied to an entire dataset or to a subseries within a dataset. The following sections explain how to add visual formats to a dataset.

To add a fixed visual format (not keyed to data), click the ‘Edit’ button in one of the format fields in the ‘Visual’ pane: ‘Color’, ‘Shape’, ‘Size’. If no dimension or measure is specified for that field, the selected format is applied globally. If a dimension or measure is specified for the field, the formatting is keyed to the data in that field; see the related sections for more information.

To add a visual format to a dimension, simply drag the desired dimension from the ‘Data Source’ tree to the desired format field in the ‘Visual’ pane (‘Color’, ‘Shape’, ‘Size’, or ‘Text’). If the dimension is not already used on the chart X-axis, this creates a new subseries using the specified formatting.

To represent data using color, drag a dimension or measure from the ‘Data Source’ panel to the ‘Color’ field in the ‘Visual’ panel.

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Adding Color Coding to Dimensions. To specify the order in which the colors are applied to the levels of a dimension, follow the steps below:

  1. Click the ‘Edit’ button next to the ‘Color’ field. This opens the color selection menu.
  2. Click on the color chips to create the desired color order.
  3. Click ‘Apply’ to finalize the setting.
To reset the color order, click the ‘Reset’ button on the color menu.

To specify the manner in which colors are used to code the measure values, follow the steps below:

  1. Click the ‘Edit’ button next to the ‘Color’ field. This opens the color selection menu.
  2. Select a gradient style for the color coding. If required, click the color chip to specify the desired color.
  3. Click ‘Apply’ to finalize the setting.
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