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Formatting graph reports

Graph report layout: Categories and Series
Displaying the grid and graph on the same page
Formatting a graph report
Changing a report's graph style
Formatting graph series
Showing and formatting graph titles
   - Creating dynamic titles for graphs
Showing and formatting number values
Showing and formatting a graph legend
Changing the scale of a graph
Enabling tooltips to view data values
Setting the number of categories and series
Rearranging the layout of pre-8.x graphs: Auto Arrange
Format: Graph dialog box
   - General tab
   - Format tab
   - Axes tab
   - Options tab
Using the Formatting toolbar to format graphs

Graph report layout: Categories and Series
Every graph report contains categories and series. Before formatting a graph report, it is important to understand what categories and series are, and what they represent on a graph report.

The following provides a summary of categories and series and what they represent on a graph report.

Categories

  • data along the X-axis of a graph report
  • correspond to the rows of a grid report
  • usually represent attributes

Series

  • data along the Y-axis of a graph report
  • correspond to the columns of a grid report
  • displayed in the legend of graph report
  • usually represent metrics

Adjusting the number of categories and series determines how much row and column data you view at once, respectively.

Displaying the grid and graph on the same page
MicroStrategy Web lets you simultaneously view the report as both a grid and a graph.

When viewing the report as a graph, from the View menu (or drop-down list) select Grid and Graph (If DHTML is disabled: Then, click the Go icon next to the drop-down list). A grid corresponding to the graph is displayed immediately below the graph.

To return to graph-only mode, from the View menu (or drop-down list) select Grid and Graph (If DHTML is disabled: then click the Go icon next to the drop-down list)

Note: Once the display mode is set to Grid and Graph, all graphs are viewed as grid and graph until the setting is changed back to either Grid or Graph.

Formatting a graph report
You can format a graph in several ways. For example, you can do the following:

  • Select a graph type and sub-type for the graph.
  • Format the look and feel of the graph's series. For example, you can change the color and transparency of specific bars in a bar graph or pies in a pie graph.
  • Format the graph's titles, axis labels, and legend.
  • Format the display of number values on the graph.
  • Adjust the scaling of the graph. For example, you can determine how many bars of a bar graph are displayed at a time.
  • Enabling tooltip labels to illustrate data values.

Notes:

  • Using MicroStrategy Desktop, a report designer may have disabled Graph View for certain reports or all of the reports in your project. A report designer can apply this restriction on either a per-report basis or for all of the reports within that project. In such cases, you cannot display these reports in Graph View.
  • Graphs displayed by MicroStrategy Web are static images generated by MicroStrategy Intelligence Server. Your administrator selects the format (JPEG, GIF, etc.) while creating the report in MicroStrategy Desktop.

Changing a report's graph style
The greatest advantage of graph reports is that they provide a visually synthesized view of a set of data, which allows for quick analysis. How effective that view is depends, however, on the type of graph selected to display the information and the specific components associated with that display (titles, labels, footnotes, and so on). MicroStrategy provides a number of available graph report styles as options to meet your reporting needs. A graph style is the type of graph, such as vertical stacked, horizontal bipolar absolute, and so on.

Using a graph style allows you to apply a consistent look and feel to all your reports without having to change the configuration settings one by one.

Each graph type has its own sub-types. For example, if you select to view a report as a vertical bar graph, you can further choose to have it displayed as "Side by side," "Stacked," or any of the other sub-types associated with vertical bar graphs.

To change the graph style:

  1. View a report in Graph or Grid and Graph View. To do so, from the View menu, select Graph or Grid and Graph.
  2. From the Format menu, select Graph. The Format: Graph dialog box is displayed.
    • If DHTML is disabled: From the Format drop-down list, select Graph. The Format panel is displayed.
  3. Do one of the following:
    • In the General tab, from the Graph Type drop-down list, select a graph type such as Horizontal Bar or Pie. The Graph Sub-type drop-down list is updated with the available sub-types for the selected graph type.
    • In the General tab, click the icon that corresponds to the graph type to use. If there are no icons available, then the report has only one graph type defined for it. The graph types that are available for a report are controlled using MicroStrategy Desktop. For more information, see Specify graph types allowed.
  4. From the Graph Sub-type drop-down list, select a graph sub-type.
    Notes:
    • If there are no icons available, then the report has only one graph type defined for it. The graph types that are available for a report are controlled using MicroStrategy Desktop.
    • Not all graph types available are applicable to all reports. You will see an error message if you choose an inapplicable graph type. For more information, see the Graphing chapter of the MicroStrategy Advanced Reporting Guide.
  5. Click Apply to apply the changes to the graph or click OK to apply the changes and close the dialog box/panel.

You can also change the style of the graph using the Graph toolbar. To access the Graph toolbar, from the View menu, point to Toolbars, then select Graph. Click the left-most drop-down list and select the new graph type and sub-type to use.

Note: Using MicroStrategy Desktop, the report designer can pre-select which types of graph displays are available for each report when that report is displayed using MicroStrategy Web. As a Web user, you can view only graph types that the report designer has selected for the current report. For more information, contact your administrator.

Formatting graph series
You can change the colors and overall look and feel of specific series on your graph. In a graph, a series is a set of data which is most commonly along the Y-axis. Series generally correspond to the columns of a grid report. You can format individual bars in your bar graph or pie slices in your pie graph. You can adjust colors, and also apply a variety of graphical effects to the series, including gradients, transparency, and bevel effects.

To format the series of a graph:

  1. From the View menu, select Graph or Grid and Graph.
  2. From the Format menu, select Graph. The Format: Graph dialog box is displayed.
    • If DHTML is disabled: From the Format menu, select Graph, then click the Go icon. The Format: Graph panel is displayed.
  3. Select the Format tab.
    • If DHTML is disabled: Select the Format link.
  4. From the left-most drop-down list at the top, select Series Colors. From the next drop-down list, select the specific series to format. In a bar graph, you can select 'Bar Riser for name of attribute/metric combination.' For example, this may read 'Bar Riser for Electronics Revenue.'
    • If DHTML is disabled: From the drop-down list, under Series Colors, select the specific series to format. In a bar graph, you can select 'Bar Riser for name of attribute/metric combination.' Click the check mark icon.
  5. In the Fill area of the dialog box, from the Color drop-down list, specify the background color for the selected graph series (a bar in a bar graph, for example). You can also use and save custom colors, as described in Creating and using custom colors: User Palette.
  6. You can also apply several effects to the color of the series, as described below.
    Note: If DHTML is disabled, you cannot create custom colors. Also, you cannot apply gradients, transparency effects, or bevel effects.
    • Apply a color gradient, which is a combination of two colors, to the series. To do so, in the Fill area, click the arrow on the right side of the Color drop-down list, and select Gradients. In the Gradients dialog box that opens, select the two colors to use for the gradient. Then select a shading style in which to display the gradient to determine the direction in which the two colors are blended together.
    • Adjust the transparency of the color of the series using the Transparency scrolling bar. Click and drag the scrolling bar until you reach the desired color transparency. As you scroll, the percentage of transparency is displayed in a tooltip. When you set the transparency to a low percentage (by dragging the bar to the left), the color(s) of the object appear brighter and more solid. When you set the transparency to a high percentage (by dragging the bar to the right), the color(s) of the object appear more faded and less solid.
    • From the Effects drop-down list, select from several bevel effects, such as Chiseled Edge or Sphere, to apply to the series.
      Note: The Donut and Sphere effects can be applied to all circular (a Pie graph, for example), polygonal (a Radar graph, for example), or rectangular (a Bar graph, for example) types of graphs. However, the Smooth and Chiseled Edge effects cannot be applied to any circular types of graphs.
  7. In the Line area of the dialog box, from the Color drop-down list, specify a color for the border lines of the series (the outline of a bar in a bar graph, for example).
  8. If you are formatting a graph that contains lines, such as a Line or Area graph, you can specify whether the lines in the graph are straight (default) or curved. In many cases, curved lines provide these line and area graphs with a cleaner and more attractive look and feel. To do so, select the General tab and then select the Use curved lines check box.
  9. Click Apply to update the graph's appearance or click OK to update the graph and close the dialog box/panel.
  10. View the effects of your formatting choices by working with the newly-formatted graph. This will allow you to better assess how helpful the graph will be for analysts.

Showing and formatting graph titles
You can change the titles that appear on a graph, including the font, size, and other characteristics of titles that appear on a graph. You can create and format the following titles on a graph:

  • Graph title
  • Subtitles
  • Footnotes
  • Axes

Prerequisites

You must have the necessary Web Professional privileges to format graph titles. However, even if you do not have the privileges to format graph titles, you can still show or hide the titles on the graph.

To show and format the titles of a graph:

  1. View a report in Graph or Grid and Graph View. To do so, from the View menu, select Graph or Grid and Graph.
  2. From the Format menu, select Graph. The Format: Graph dialog box is displayed.
    • If DHTML is disabled: From the Format menu, select Graph, then click the Go icon.
  3. Select the Format tab. If DHTML is disabled, select the Format link.
  4. From the left-most drop-down list at the top, select Titles. From the next drop-down list, select All Titles, Title, Subtitle, or Footnote to specify the graph title(s) to format. Depending on the type of graph, you may also be able to format the Category Axis Title, Y1 Axis Title, or Y2 Axis Title.
    Note: If you select All Titles, you can format all titles on the graph at once, but cannot change the actual text of the titles.

    • If DHTML is disabled: From the drop-down list, under Titles, select All Titles, Title, Subtitle, or Footnote to specify the graph title(s) to format. Depending on the type of graph, you may also have Category Axis Title, Y1 Axis Title, Y2 Axis Title available as options. Click the check mark icon.
  5. To ensure that the title is displayed on the graph, select the Show check box, if it is not already selected. A field with the graph's title is displayed.
    • If DHTML is disabled, the field is already displayed.
  6. Modify the name of the title as desired. You can also use dynamic titles using shortcuts, as explained in Creating dynamic titles for graphs.
  7. Specify the font type, size, color, and effects to apply to the selected title.
  8. Click the Apply button to update the graph's appearance or click OK to update the graph and close the dialog box/panel.

Creating dynamic titles for graphs
You can create dynamic titles for a graph by using shortcuts. This ensures that the titles are dynamically generated every time a report is run. You can use multiple shortcuts in the same title, or combine static text and shortcuts.

For example, if you enter Profit Forecast - {&CREATIONDATE} as one of the graph's titles, the date the report was created is displayed in the corresponding title on the graph, in the following way: Profit Forecast - 6/10/06.

The table below lists the shortcuts you can use to create dynamic titles for a graph.

Shortcuts Title text
{&REPORTNAME} Report name
{&REPORTDESCRIPTION}

Report description as entered in the Properties dialog box

{&CREATIONDATE} Date the report was created
{&CREATIONTIME] Time the report was created
{&PROJECT} Project in which the report is stored
{&USER} Full name of the user executing the report
{&PROMPTn&}

User's answers to the prompts in the report, where n is the number of the prompt in order; that is, {&PROMPT1&} returns the answer to the first prompt, {&PROMPT2&} returns the answer to the second prompt, and so on; applies to object prompts and attribute qualification prompts only

Note: If n is greater than the number of prompts in the report, the variable cannot be replaced with pertinent information. Therefore, the code itself is displayed in the report.

{&PROMPTDETAILS} 

Prompt answers for the report; applies to metric qualification prompts, object prompts, and attribute qualification prompts only

Note: This variable is useful if you do not know the exact order or number of prompts in the report.
{&EXECUTIONTIME} Date and time the report was executed
{&FILTERDETAILS} 

Report filter and report limit used in the report; applies to attribute element list prompts, hierarchy qualification prompts, metric qualification prompts, and attribute qualification prompts only, as well as all filters and limits that do not contain prompts

Note: If the report does not have a filter, the text "Empty Filter" is printed. If the report does not have a limit, the text "Empty Limit" is printed.
{&PAGEBYDETAILS} Current attribute elements selected in the page-by
%%AXISINFO%%

When this dynamic title is used for the Category Axis, it displays the first (left-most) metric on the grid columns.

When this dynamic title is used for the Y-axis, it displays the name of the second metric on the grid columns.

This is only available for Category Titles and Y-axis Titles for Bubbles and Scatter graph types.

Showing and formatting number values
You can show, hide, and format the display of numbers on a graph. For example, you may want to format the values along the Y-axis to display as currency with two decimal places.

Prerequisites

You must have the necessary Web Professional privileges to format number values. However, even if you do not have the privileges to format graph titles, you can still show or hide the values on the graph.

To show and format number values on a graph:

  1. View a report in Graph or Grid and Graph View. To do so, from the View menu, select Graph or Grid and Graph.
  2. From the Format menu, select Graph. The Format: Graph dialog box is displayed.
    • If DHTML is disabled: From the Format menu, select Graph, then click the Go icon.
  3. Select the Format tab.
    • If DHTML is disabled: Select the Format link.
  4. From the left-most drop-down list at the top, select Series Labels. From the next drop-down list, select All Data Values or the specific series label to format.
    • If DHTML is disabled: From the drop-down list, under Series Labels, select All Data Values or a specific series label to format. Click the check mark icon.
  5. To ensure that the labels are displayed on the graph, select the Show check box, if it is not already selected. Note: You can also enable tooltip values on the graph. For more information, see Enabling tooltips to view data values.
  6. Specify the font type, size, color, and effects to apply to the selected label.
  7. To specify that the labels are formatted in a specific format such as currency, percentages, or fractions, select the Number tab.
    • If DHTML is disabled: Select the Number link.
  8. From the Series Labels drop-down list at the top, select the series labels to format. Then, select a format category such as Currency or Percentage in which to display the values. When selected, some format categories provide additional settings such as the number of decimal places and how to display negative numbers.
  9. Click Apply to apply the changes to the graph or click OK to apply the changes and close the dialog box/panel.

You can display number values on a graph using the Formatting toolbar. To access the Formatting toolbar, from the View menu, point to Toolbars, then select Formatting. On the toolbar, click the Data Values icon .

Showing and formatting a graph legend
If a graph's legend is not already displayed, you can display and format several aspects of it, including the text displayed on it and its background color.

Prerequisites

You must have the necessary Web Professional privileges to format the graph legend. However, even if you do not have the privileges to format graph titles, you can still show or hide the legend on the graph.

To show and format a graph legend:

  1. View a report in Graph or Grid and Graph View. To do so, from the View menu, select Graph or Grid and Graph.
  2. From the Format menu, select Graph. The Format: Graph dialog box is displayed.
    • If DHTML is disabled: From the Format menu, select Graph, then click the Go icon. The Format: Graph panel is displayed.
  3. Select the Format tab. If DHTML is disabled, select the Format link.
  4. From the left-most drop-down list at the top, select Format. From the next drop-down list, select Legend.
    • If DHTML is disabled: From the drop-down list, under Format, select Legend. Click the check mark icon.
  5. To ensure that the legend is displayed on the graph, select the Show check box, if it is not already selected.
  6. From the Position drop-down list, specify whether the legend is positioned to the Right, Left, or at the Bottom of the graph.
  7. Specify the font type, size, color, and effects to apply to the legend.
  8. From the Fill Color drop-down list, specify the background color for the legend. You can also apply several effects to the color of the series, as described below. Note: If DHTML is disabled, you cannot create custom colors in the Fill Color drop-down list. Also, you cannot apply gradients, transparency effects, or bevel effects.
    • Apply a color gradient, which is a combination of two colors, to the legend. To do so, in the Fill area, click the arrow on the right side of the color picker, and then select the Gradients button. In the Gradients dialog box that opens, select the two colors to use for the gradient. Then, select a shading style in which to display the gradient to determine the direction in which the two colors are blended together.
    • Adjust the transparency of the color of the legend using the Transparency scrolling bar. Click and drag the scrolling bar until you reach the desired color transparency. As you scroll, the percentage of transparency is displayed in a tooltip. When you set the transparency to a low percentage (by dragging the bar to the left), the color(s) of the object appear brighter and more solid. When you set the transparency to a
      high percentage (by dragging the bar to the right), the color(s) of the object appear lighter and less solid.
    • From the Effects drop-down list, select from several bevel effects, such as Chiseled Edge or Sphere, to apply to the legend.
  1. From the Line Color drop-down list, specify a color for the border lines of the legend.
  2. From the right-most drop-down list on the Format tab, select Legend Area to access formatting options for the entire background area of the legend.
    • If DHTML is disabled: From the drop-down list, under Format, select Legend Area to access formatting options for the entire background area of the legend. Click the check mark icon.
  3. Apply formatting changes to the legend area as described in the previous steps.
  4. Click Apply to apply the changes to the graph or click OK to apply the changes and close the dialog box/panel.

Changing the scale of a graph
Configuring the scaling of your graph is one of the most important steps in creating a clear and useful graph report. A graph’s scale determines the range of values that appears on your graph’s axes, which directly affects how data is presented on your graph. Scaling differs from resizing in that scaling determines how data is measured along each axis. Resizing does not affect actual measurements of data or how that data is presented as a graph.

When you switch a report from Grid View to Graph View for the first time, the graph scaling is automatically set for you. For example, if revenue data does not exceed $5,000 in your grid report, then $5,000 may be set as the highest label on the Y-axis.

To scale your graph efficiently, analyze the data on your grid report and then base your scaling decisions on that data. For example, if profit data on your grid report does not exceed $500,000, consider setting $500,000 as the maximum value on the appropriate axis. This allows elements on your graph such as bars in a bar graph to be rendered at a considerable size, making it easier for you to view and analyze the data on your graph.

You can set whether Y-axis values display on the graph and, if so, what minimum and maximum values to use on the scale. You can also specify the interval or steps to use.

To scale a graph report:

  1. View a report in Graph or Grid and Graph View. To do so, from the View menu, select Graph or Grid and Graph.
  2. From the Graph menu, select Format. The Format: Graph dialog box (DHTML)/panel (HTML) opens, if it is not already displayed.
  3. Click the Axes tab.
  4. Specify the axis and scale settings as desired. For details about each setting, see Format: Graph dialog box: Axes tab.
  5. Click Apply to see the changes in the graph or click OK to see the changes and close the dialog box/panel.

Enabling tooltips to view data values
When individual data values are displayed on a graph report, it can often be difficult to distinguish one value from another and pinpoint the exact value you are looking for. In such cases, it is convenient to enable tooltips on your graph report. Tooltips are information areas that appear when a user passes the cursor over a certain series on the graph. For example, when you pass the cursor over a bar in a bar graph, a tooltip appears and displays the name of the series (the bar) and the data value for that specific bar on the graph.

Note: Tooltips are not displayed in the Firefox browser.

To enable tooltips on a graph:

  1. From the View menu, select Graph or Grid and Graph.
  2. From the Format menu, select Graph. The Format: Graph dialog box is displayed.
  3. Select the Format tab.
  4. From the first drop-down list, select Series Labels. Ensure that All Data Values is selected from the drop-down list.
  5. Select the Tooltips check box.
    Note: When the Tooltips check box is selected, tooltips appear for all data values on the graph.
  6. Click Apply to enable tooltips on your graph. Or, click OK to enable tooltips and close the Format: Graph dialog box/panel.
  7. To view the tooltips, on the graph report, pass your cursor over different series, such as a bar in a bar graph. A tooltip with a specific data value for the series appears.
Setting the number of categories and series
You can determine how much of the report's data is displayed in the graph at one time. Data that is not currently displayed in the graph can be accessed using the incremental fetch icons   next to the graph. You can change the numbers of series and categories displayed on a graph by using either the Format: Graph panel or toolbar.

To change the maximum number of categories and series:

  1. Access either the Format: Graph dialog box or toolbar if one is not already displayed.
  2. Specify the Categories and Series settings. For example, if you want to see a maximum of four bars displayed on your bar graph, specify 4 in the Categories field.
  3. Click the Apply button or check mark icon to change the graph's appearance.

Rearranging the layout of pre-8.x graphs: Auto Arrange
If the objects on your graph report overlap or otherwise appear incorrectly, you can automatically reposition them by clicking the Auto Arrange button on the Formatting toolbar. If your graph report was saved with Automatic layout enabled, you do not need to automatically reposition the contents of your graph in Web.

It is also helpful to use Auto Arrange if you open a pre-MicroStrategy 8.x graph report in MicroStrategy 8.x that contains objects that overlap.

Note: The contents of your pre-8.x graph report may not be displayed correctly if the report was saved in MicroStrategy Desktop with Manual layout enabled and then opened in MicroStrategy Web 8.x. For more information about Manual and Automatic graph layout, see the Graphing chapter of the MicroStrategy Advanced Reporting Guide.

To use Auto Arrange to automatically reposition the contents of a graph:

  1. From the View menu, select Graph or Grid and Graph.
  2. From the Formatting toolbar, select the Auto Arrange icon .
    Note: The Auto Arrange icon is not displayed if your graph was saved in MicroStrategy Desktop with Automatic graph layout enabled. If your graph report was saved with Automatic layout enabled, you do not need to automatically reposition the contents of your graph in Web.

The contents of your graph report are automatically repositioned. When you save the graph report, the graph layout mode changes from Manual to Automatic layout mode.

Format: Graph dialog box
The Format: Graph dialog box allows you to adjust a variety of graph settings. It has the following tabs or categories of settings: General, Format, and Axes.

To access the Format: Graph dialog box:

Choose one of the following:

From the Format menu, select Graph. The Format: Graph dialog box is displayed.

  • If DHTML is disabled: From the Format drop-down list, select Graph, then click the Go icon next to the drop-down list. The Format: Graph panel is displayed.

To apply formatting changes to the graph, click OK, which applies the changes and closes the dialog box/panel. Or, you can click Apply to apply the changes and leave the dialog box/panel open.

To close the Format: Graph dialog box/panel, click the Cancel button.

Format: Graph dialog box - General tab
The following formatting settings are on the General tab of the Format: Graph dialog box.
Note: If DHTML is disabled, this dialog box is displayed as a panel.

  • Graph Styles
    • Graph Type: Select a graph type, such as Radar or Polar, in which to display the graph. If DHTML is disabled, you can click one of the icons to select a graph type. For details on selecting an appropriate graph type, see the Graphing chapter in the MicroStrategy Advanced Reporting Guide.
    • Graph Sub-type: Select a graph sub-type in which to display the graph. If DHTML is disabled, you can click one of the icons to select a graph sub-type.
  • Maximum
    • Categories: Specify the maximum number of categories to display on the graph. An example of a category is a bar on a bar graph. For instance, to display 4 bars on the graph, type 4 in this field.
    • Series: Specify the maximum number of series to display on the graph. In a graph, series are the sets of data along the Y-axis. Series generally correspond to the columns of a grid report and are represented as legend items in a graph.
  • Other
    • Set Series: Display the series of your graph by either row or column.
    • Font and line resizing: Specify how fonts and lines adjust to the size of your graph.
      • Choose Absolute if you do not want fonts and lines to adjust according to the size of the graph.
      • Choose Relative if you want fonts and lines to automatically adjust to the size of the graph.
    • Show subtotals: Determine whether any subtotals that appear on the grid report are also displayed on the graph report.
    • Use curved lines: Determine whether or not curved lines are used in graphs that contain lines, such as Line and Area graphs. By default, straight lines are used in these and all graphs. In many cases, however, curved lines provide these types of graphs with a cleaner and more attractive look and feel.
    • Use font anti-aliasing: Enable or disable anti-aliasing for fonts in graphs. When anti-aliasing is enabled, the font is displayed more clearly and distinctly in the graph.
    • Apply rounded effect to all series: Determine if a bevel effect is applied to the graph series in Editable, Interactive, and View Mode. In Flash Mode only, a more distinct rounded and glossy effect is applied to the graph series. If you already applied a gradient effect to the graph series using the Format: Graph dialog box, the colors you chose there are still applied to the graph. However, the new bevel effect you select in this property is applied to the series instead of the one you selected in the Format: Graph dialog box.

Format: Graph dialog box - Format tab
In the Format: Graph dialog box, the following formatting settings are included within two drop-down lists. From the first drop-down list, you can generally select overall areas of your graph that you want to format, such as the graph axes. As you make a selection in the first drop-down list, the options within the second change. The options that appear in the second drop-down list represent specific parts of the graph that you can modify.

Note: In the HTML-only Format: Graph panel, the settings described below are included within a single drop-down list.

  • Format
    • All Texts: Select this to format the style, size, color, font, and effects of all the text in the graph.
    • Background: Select this to format the fill color and line color of the graph's background.
    • Frame: Format the fill color and line color of the graph's frame, that is, the area within the X axis and Y axis in which the data is displayed.
    • Legend: Select this to display and format the graph's legend. Select the Show check box to display the legend and, from the Position drop-down list, select how the legend is aligned. You can also format the legend text, as well as the fill color and line color of the area of the legend that contains text.
    • Legend Area: Select this to format the fill color and line color of the area surrounding the text within the graph's legend.

  • Titles
    • All Titles: Select this to specify the formatting of all the title text in and surrounding the graph.
    • Title: Select this to display and format the title of the graph. Select the Show check box to display the graph title. With Show selected, you can choose to modify the graph title in the text field and use a variety of shortcuts to add additional information to the title text.

    You can use the shortcuts in the  Creating dynamic titles for graphs table to insert additional information into titles. As described in the following bullet points, you can use these shortcuts to modify titles in the Subtitle, Footnote, Category Axis Title, and Y1 Axis Title sections within the Format tab.

    Note: If you are using Internet Explorer, mouse over the Details icon next to the title text field to access a list of the available  Creating dynamic titles for graphs. If you are using the Firefox browser, this list does not appear in the Web interface; for a list of the available shortcuts you can use in titles, access the  Creating dynamic titles for graphs table.

    • Subtitle: Select this to display and format the subtitle of the graph. Select the Show check box to display the graph subtitle. With Show selected, you can modify the graph subtitle in the text field and use a variety of shortcuts to add additional information to the subtitle text.
    • Footnote: Select this to display and format the footnote of the graph. Select the Show check box to display the graph footnote. The report's creation date and time appears in the field by default. With Show selected, you can modify the graph footnote in the text field and use a variety of shortcuts to add additional information to the footnote text.
    • Category Axis Title: Select this to display and format the category axis title of the graph. Select the Show check box to display the category axis title of the graph. With Show selected, you can modify the category axis title in the text field and use a variety of shortcuts to add additional information to the title text.
    • Y1 Axis Title: Select this to display and format the Y1 axis title of the graph. Select the Show check box to display the Y1 axis title of the graph. With Show selected, you can modify the Y1 axis title in the text field and use a variety of shortcuts to add additional information to the title text.

  • Axes 
    • All Axes: Select this to format the style, size, color, font, and effects of all the text displayed on the graph axes.
    • Category Axis Values: Select this to display and format the category axis values of the graph. Select the Show check box to display the category axis values.
    • Y1 Axis Values: Select this to display and format the category Y1 axis values of the graph. Select the Show check box to display the Y1 axis values.
  • Series Colors: Select this to format the graphical elements representing metrics in the graph. For example, you can format the fill color and line color of bars in bar graphs, lines in line graphs, and so on. From the drop-down list, select the metric to format and use the color menu to make changes to the fill and line colors.

  • Series Labels
    • All Data Values: Select this to display and format data values for the metrics represented within the graph. From the list of metrics in the drop-down list, select a metric whose values you want to format.
  • Font: Specify a font type for the selected text.
  • Style: Specify whether the selected text appears in bold, italics, bold italics, or in a regular format.
  • Size: Specify the size of the selected text.
  • Effects: Specify whether the selected text is underlined, and whether it appears with a line crossed through it (Strikeout).
  • Color: Specify a color for the selected text. Click the arrow on the color menu to select a color. Access additional colors by clicking More Colors.
  • Fill: Specify the following to determine how the selected object--for example, the graph legend or background--is displayed on the graph.

    Note
    : If DHTML is disabled, you cannot create custom colors. Also, you cannot apply gradients, transparency effects, or bevel effects. The only drop-down lists that are displayed are the Fill Color and Line Color drop-down lists, which are described below.


    • Color: Specify a color in which to fill the selected object by clicking the arrow on the color menu and selecting a color. Access additional colors by clicking More Colors. Apply a color gradient, which is a combination of two colors, to the object. To do this, select the Gradients button. In the Gradients dialog box that opens, select the two colors to use for the gradient. Then select a shading style in which to display the gradient to determine the direction in which the two colors are blended together.
    • Transparency: Adjust the transparency of the color of the object using the Transparency scrolling bar. Click and drag the scrolling bar until you reach the desired color transparency. As you scroll, the percentage of transparency is displayed in a tooltip. When you set the transparency to a low percentage (by dragging the bar to the left), the color(s) of the object appear brighter and more solid (opaque). When you set the transparency to a high percentage (by dragging the bar to the right), the color(s) of the object appear more faded and less solid. The transparency effect is applied to all fill types, including Solid, Pattern, and Gradient fill types.
    • Effects: Select from several bevel effects, such as Chiseled Edge or Sphere, to apply to the object.
      Note: The Donut and Sphere effects are specifically designed for all circular graph types (a Pie graph, for example), but can also be applied to polygonal (a Radar graph, for example) and rectangular (a Bar graph, for example) types of graphs. However, the Smooth and Chiseled Edge effects are not applied to any circular types of graphs.
  • Line: Specify a color in which to display the selected line by clicking the arrow on the color menu and selecting a color. Access additional colors by clicking the More Colors button.

Format: Graph dialog box - Axes tab
The following formatting settings are on the Axes tab of the Format: Graph dialog box.

Note: If DHTML is disabled, the Format: Graph dialog box is displayed as a panel.

  • Y1 Axis Values: Select the check boxes to display the scale of the graph along the Y1 axis on the left of the graph. If you choose to show these, you can override the automatically generated values by specifying to Use Manual Settings for the following:
    • Maximum Value: Select the check box to specify the maximum value to use on the scale.
    • Minimum Value: Select the check box to specify the minimum value to use on the scale.
    • Grid Interval: Select this check box to specify the steps to use on the scale.

Note: When you export a graph report or a Report Services document that contains a graph to Excel, you may notice that the Y1 axis values for the graph differ between Web and Excel. If you want the exported graph report or Report Services document to look exactly the same as it does in Excel, enter maximum and minimum Y1 axis values manually in Web.

Format: Graph dialog box - Options tab
The following formatting settings are on the Options tab of the Format: Graph dialog box. The Options tab is displayed only if you are formatting a Gauge graph in Editable Mode.

Note: If DHTML is disabled, the Format: Graph dialog box is displayed as a panel.

  • Gauge Settings
    • Gauge Style: Determine whether the Gauge graph is presented in the Old (pre-8.1) Gauge graph style or the New gauge graph style. The New gauge graph style has more vibrant colors and effects and also enables the formatting properties below.
    • Needle Style: Determine the style of the needle in the gauge.
    • Border Style: Determine the style of the border around the gauge.
    • Border Thickness: Determine the thickness of the border around the gauge.
    • Range Thickness: If you selected the Old style gauge graph, use this property to set the size of the gauge's border. For this property to be applied to New style gauge graphs, a graph designer must enable Quality Bands for the gauge in the Gauge Graph Options dialog box in MicroStrategy Desktop (for steps, refer to the MicroStrategy Desktop online help). Then, a Web user can use the Range Thickness slider to adjust the size of the quality bands.
    • Start Angle: Determine the location in which the range labels begin in the gauge.
    • Stop Angle: Determine the location in which the range labels end in the gauge.
      Note: The Start Angle and Stop Angle properties determine how much of the gauge dial is displayed.

Using the Formatting toolbar to format graphs
The Formatting toolbar lets you change several of the most commonly used settings for a graph: Change the Graph type and Sub-type, toggle the Legend on/off, toggle the Data Values on/off, and change the number of Series and Categories. These settings are also on the General tab of the Format: Graph panel. To access the toolbar, choose one of the following:

  • From the View menu, select Toolbar, then select Formatting.
    • If DHTML is disabled: From the View drop-down list, select Formatting (under Toolbars), then click the Go icon next to the drop-down list.

To close the Format toolbar: From the View menu, select Toolbar, then select to clear the check next to Formatting. You can also close the Format toolbar by selecting Toolbar from the Format menu.