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Version: 9.3

General Chart Settings

When creating a chart, the chart type dictates which configuration settings are available in the Chart Builder.

Tooltips​

In the General panel, you can toggle the Tooltips option to display additional information when pausing your cursor over data points in a chart. You can also customize the information displayed in a widget's chart tooltips using a Custom Token.

Self-Service Options​


Self-service options enable users to toggle access to self-service features within their data views. Any settings that the end user adjusts can be saved using End User Personalization. Toggle the following controls to enable or disable a user interaction. The options can vary by chart type:

ToggleControls
FilteringApply filters directly to the chart, refining the data displayed according to specific criteria.
SortingSort data.
Chart SelectionDisplay data as another similar chart type.
Fit To PanelAccess the Fit to Panel button.
DownloadDownload chart data or specify the downloaded file format.
Column ReplacementChange the category, value, and series columns from the chart panel—or, in general, the columns used in the chart.
Column AggregationAdjust how the data is aggregated.
Date GroupingAdjust the time interval for grouping data (if the category has a "Date" data type).
Column ArrangementRearrange the relative position of columns.
Column ResizingAdjust column widths.
Visualization OptionsChange the visualization of numeric values inside a table between values and bars.
Add/Remove ColumnsAdd or remove columns in a table visualization.
Add/Remove SectionsAdd or remove sections in an expandable table.
Add/Remove GroupsAdd or remove groups in a grouped table.

Aggregated Formulas​

Use this feature to create a new column of data using a formula based on the aggregated columns in a table chart. For more information, see Table Charts.

  • Default: N/A
  • Applies to: Grouped Tables

Allow Pagination​

This checkbox is only available for ungrouped Table charts and works in conjunction with the Max Rows value. If unchecked (default), the table appears without pagination and displays a maximum number of rows as selected in the Max Rows control (500 by default), in one long table. If selected, the table is redistributed into smaller pages, each containing 30 rows by default. In this case, the Max Rows control is replaced with the Records Per Page control, which determines the number of records displayed per page. In this mode, you can page through all the data in the dataset.

  • Default: Off
  • Applies to: Ungrouped Tables

Display Averages​

This checkbox is available for Min/Max charts and plots the average for each data point when checked.

  • Default: Off
  • Applies to: Min/Max charts

Fixed Scale​

This checkbox is only available for Dial and Bullet gauges and allows you to set the lower and upper limits of the chart.

  • Default: Off
  • Applies to: Dial Gauge, Bullet Gauge

Freeze First Column​

This checkbox is only available for Expandable Table charts and keeps the first column in place when the table is scrolled horizontally. This column is checked by default.

  • Default: On
  • Applies to: Expandable Tables

Label​

The Label checkbox controls showing or hiding labels for rows and columns in Crosstab Charts. When the Labels checkbox is marked, an Edit option is automatically added to the three-dot button of the label box. The General panel displays an additional Sorting option as another checkbox. When enabled (default), the chart adds sorting icons inside the label boxes.

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  • Default: Off
  • Applies to: Crosstab

Legends​

When enabled (default), legends are displayed as colored boxes above the chart, showing the category represented by each color. To display a legend for a metric chart, you must first define thresholds. Legends can be toggled on or off using the icons shown in the following images.

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  • Default: On
  • Applies to: Multi-Series Bar, Multi-Series Line, Multi-Series Symbol, Combo, Pie, Dial, Bullet, Heatmap, Bubble Map, Choropleth Map

Max Data Points / Max Slices​

This setting defines the maximum number of data points to display in your chart (Max Slices for Pie charts). By default, the Max Data Points limit is set to 50 for performance reasons. Higher settings can result in longer loading times.

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Note: If your chart is missing data, check the Max Data Points section and increase the limit to display more data.

  • Default: 50
  • Applies to: Bar, Line, Symbol, Multi-Series Bar, Multi-Series Line, Multi-Series Symbol, Dot Map, Bubble Map, Choropleth Map, Pie, Heatmap, Box and Whisker, Word Cloud

Override the Max Data Points Setting​

When exporting charts, you can configure the Qrvey platform to override the value set in the Max Data Points field and always export all data. This override is configured using the Backend API. It affects the CSV, CSV Summary, Excel, and PDF export features.

Max Groups​

This control determines the maximum number of groups in grouped and expandable tables. Avoid increasing the values to manage performance and prevent excessive grouping of data fields with too many unique values.

Max Rows / Max Columns​

These fields limit the number of rows or columns to display in Crosstab Charts. The maximum number of data points is 10,000 in total (rows and columns combined).

  • Default: 500 (Rows), 50 (Columns)
  • Applies to: Crosstab

Max Series​

This field increases or decreases a limit on the series shown in a single category within a multi-series chart.

  • Default: 50
  • Applies to: Multi-Series Bar, Multi-Series Line, Multi-Series Symbol

Table Charts offer options in Interaction mode (when the chart is saved and placed on the dashboard). The Edit and Multi-column Sort options are available from the option (three-dot) menu in the header of each column. The availability of the two other options, Sorting and Visualization, can be controlled from this section.

  • Sorting - Adds a sorting button (add) to the column header for all columns.
  • Visualization - Adds the command to the options menu of numeric columns and allows users to display values in numeric or bar format.

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  • Default: On
  • Applies to: Tables

Records per Group​

This value controls the maximum number of rows that are retrieved for each group in expandable tables.

Sort by​

All charts offer sorting capability on their various data columns. However, the access point to the sorting options can vary. The Sort by option in the General configuration panel is available for charts that sort by a selected category or values column.

Sorting options are defined by the selected chart and the data types of the selected columns. Select the the ABC and 123 icons to sort by the category column and value column. You can also change the sort order by selecting a sort direction icon.

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For more information, see Sorting.

  • Default: Values column descending (Pie), Category column ascending (Heatmap)
  • Applies to: Pie, Heatmap

Subtotals​

This option adds subtotals for each column when more than one category has been added to a column.

Table Calculations​

Standard functions can be used to calculate values based on data within the chart. Each table calculation function results in a new column of data that can be plotted in the chart. An example of a table calculation function is the “running total” of a value within a group.

Tooltips​

Use this section to add Tooltips based on a column.

  • Default: On
  • Applies to: All charts other than Table, Crosstab, Expanded Table

Totals​

Use Totals to add aggregations to rows and columns in Crosstab charts and aggregations for columns in the other types of Table charts.