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Formatting a Microcharts widget

For an image of a Microcharts widget and steps to add one to a document, see Defining a Microcharts widget.

The formatting options described below are grouped into the following sections:

Formatting microchart widgets

What to Format in the Widget

How to Format it

Show or hide metrics for hidden graphs

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Select or clear the Display metrics for hidden graphs check box.

  4. Click OK to save the changes.

Determine whether formatting from the Grid/Graph is displayed in the widget

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Select or clear the Inherit grid formatting check box.

  4. Click OK to save the changes.

Opacity of widget background

 

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Opacity.

  3. From the Background opacity drop-down list, select the level of opacity. The higher the percentage, the less transparent the background is.

  4. Click OK to save the changes.

Change the operation mode of the widget to Grid, Vertical Scroll, or Ticker

 

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Click the Mode tab.

  4. From the Operation mode drop-down list, choose one of the following:

    • Grid: This is the default operation mode for a Microcharts widget. In this mode, all the rows of microcharts are displayed at the same time in a grid layout.

    • Vertical Scroll: In this mode, you can view each row of microcharts as they automatically scroll from the top to the bottom. You can also manually navigate from one row to the next using the Previous and Next buttons on the right side of the widget.

    • Ticker: In this mode, microcharts and supplemental text is displayed in a scrolling ticker that moves from right to left. You can add text next to each microchart to provide background information or highlight a trend displayed in the microchart. This text is displayed alongside the microcharts as they scroll horizontally.

      Note      : This mode is not available in KPI List mode.

  5. Click OK to save the changes.

Determine the number of metrics used to calculate each row of microcharts in KPI List mode

 

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Click the Mode tab.

  4. Type a number in the Metrics per KPI field.

    Note    : This field is only available in KPI List mode.

  5. Click OK to save the changes.

Show or hide the column headers

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Click the Mode tab.

  4. Select or clear the Hide column headers check box.

  5. Click OK to save the changes.

Show or hide the text columns

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Click the Mode tab.

  4. Select or clear the Hide text columns check box.

  5. Click OK to save the changes.

Lock or unlock the Microcharts layout

When the layout is locked, you cannot move or sort columns in the widget.

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Click the Mode tab.

  4. Select or clear the Lock layout check box.

  5. Click OK to save the changes.

Show or hide the Previous and Next buttons in Vertical Scroll mode

 

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Click the Vertical Scroll tab.

    Note    : This tab is available only if the operation mode is set to Vertical Scroll.

  4. Select or clear the Previous/Next buttons check box.

  5. Click OK to save the changes.

Set the scroll speed in Vertical Scroll mode

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Click the Vertical Scroll tab.

    Note    : This tab is available only if the operation mode is set to Vertical Scroll.

  4. From the Motion tab, select one of the following scroll speeds:

    • Slow

    • Medium

    • Fast

  5. Click OK to save the changes.

Add a descriptive title to the widget in ticker mode

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Click the Ticker tab.

    Note    : This tab is available only if the operation mode is set to Ticker.

  4. Type the widget title in the Title field.

  5. Click OK to save the changes.

Show or hide the Previous and Next buttons in Ticker mode

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Click the Ticker tab.

    Note    : This tab is available only if the operation mode is set to Ticker.

  4. Select or clear the Previous/Next buttons check box.

  5. Click OK to save the changes.

Display detail view when a ticker is clicked in ticker mode

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Click the Ticker tab.

    Note    : This tab is available only if the operation mode is set to Ticker.

  4. Select or clear the Enable detail view check box.

  5. Click OK to save the changes.

Set the scroll speed in Ticker mode

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Click the Ticker tab.

    Note    : This tab is available only if the operation mode is set to Ticker.

  4. In the Motion drop-down list, select one of the following scroll speeds:

    • Slow

    • Normal

    • Fast

  5. Click OK to save the changes.

Define the text displayed for the tickers in Ticker mode

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Click the Ticker tab.

    Note    : This tab is available only if the operation mode is set to Ticker.

  4. Type a value in the Ticker 1(M3 < M7) field. This text is displayed when the ticker is below its target value.

  5. Type a value in the Ticker 2(M3 >=M7) field. This text is displayed when the ticker is above its target value.

  6. Click OK to save the changes.

Adjust the color of tickers displayed in Ticker mode

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Click the Ticker tab.

    Note    : This tab is available only if the operation mode is set to Ticker.

  4. From the Ticker 1 and Ticker 2 color palettes, select a color for Ticker 1 and Ticker 2.

  5. Click OK to save the changes.

Determine whether widget rows are shown in a tree display

Rows are displayed in groups that can be collapsed and expanded.

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Select the Tree display check box.

    Note    : This option is only available if the Operation mode is set to Grid. This option is not available in KPI List mode.

  4. Click OK to save the changes.

Set the aggregation function in the tree display

This function determines how the totals for the groups within the tree display are calculated. For example, if a group consists of several regions, the user can view the average of metric values taken across all the regions in the group.

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. From the Aggregation function drop-down list, select one of the following:

    • Sum

    • Average

    • Count

    • Max

    • Min

      Note      : This drop-down list is only available if the Tree display check box is selected.

  4. Click OK to save the changes.

 

Display only a single metric column in the widget when it is displayed on the iPad

Users can tap the metric column on the iPad to toggle the metric displayed in the widget. This option is available for widgets displayed in KPI List Mode or Grid Mode on the iPad.

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Mode.

  3. Select the Display a single metric column at a time (applies only to iPad) check box.

  4. Click OK to save the changes.

 

Apply formatting inherited from the widget's Grid/Graph to the widget

The following formatting options can be inherited from the widget's Grid/Graph:

  •  

  • Number and date formatting

  • Font color, type, and alignment options

  • Background and border color of row axis header

  1. In Editable Mode, right-click the widget, then select Properties and Formatting. The Properties and Formatting dialog box opens.

  2. Format the widget's Grid/Graph by selecting the appropriate options to format the row axis headers and values in the Properties and Formatting dialog box.

  3. In Flash Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  4. Do one of the following:

    • To apply formatting from the widget's Grid/Graph, select the Inherit grid formatting check box.

    • To display the widget without inheriting formatting, clear the Inherit grid formatting check box.

  5. Click OK to save the changes.

Formatting bar microcharts

Bar Microcharts image

The table below lists the different aspects of bar microcharts that you can format, and describes how and where to format them in MicroStrategy Web. The steps can be performed in Flash Mode. They can also be performed in Interactive Mode if the widget has been defined to display as a widget in DHTML, and DHTML is enabled in Web. For instructions to determine how the widget is displayed, see Determining how a widget is rendered in non-Flash modes. For instructions to enable DHTML, see Enabling DHTML in MicroStrategy Web.

What to Format in the Widget

How to Format it

Show or hide the bar microcharts in the widget

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Bar tab.

  4. Select or clear the Show bar graph check box.

  5. Click OK to save the changes.

Show or hide the minimum and maximum values for the bar microcharts

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Bar tab.

  4. Select or clear the Min/max legend check box.

  5. Click OK to save the changes.

Show or hide the reference line

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Bar tab.

  4. Select or clear the Reference line check box to show or hide the reference line.

  5. Click OK to save the changes.

Show or hide tooltips

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Bar tab.

  4. Select or clear the Show Tooltips check box to show or hide the tooltips.

  5. Click OK to save the changes.

 

Adjust the color of the bars (series) in the bar microcharts

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Colors.

  3. Click the Bar tab.

  4. From the Positive values palette, select a color for the positive bars.

  5. From the Negative values palette, select a color for the negative bars.

  6. From the Reference Line palette, select a color for the reference line.

  7. Click OK to save the changes.

Add a descriptive column header name above the bar microcharts

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Labels.

  3. Click the Bar tab.

  4. In the Header field, type a descriptive name for the column header that is displayed above the bar charts.

  5. Click OK to save the changes.

 

Formatting sparkline microcharts

Sparkline Microchart image

The table below lists the different aspects of sparkline microcharts that you can format, and describes how and where to format them in MicroStrategy Web. The steps can be performed in Interactive Mode as well as Flash Mode if DHTML is enabled in Web. For instructions to enable DHTML, see Enabling DHTML in MicroStrategy Web.

What to Format in the Widget

How to Format it

Show or hide the sparkline microcharts in the widget

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Sparkline tab.

  4. Select or clear the Show sparkline graph check box.

  5. Click OK to save the changes.

Show or hide the markers on the line graph in the sparkline microcharts

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Sparkline tab.

  4. To show or hide all of the markers between the first and last markers, select or clear the All points check box.

  5. To show or hide the first and last markers on the line graph, select or clear the End points check box.

    Note    : If All points is selected, End points is unavailable.

  6. Click OK to save the changes.

Show or hide the horizontal reference line or sparkline background (reference area)

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Sparkline tab.

  4. Select or clear the Reference line check box to show or hide the reference line.

  5. Select or clear the Reference area check box to show or hide the reference area background.

  6. Click OK to save the changes.

Show or hide the metric column and values associated with the sparkline microcharts

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Sparkline tab.

  4. Select or clear the Associated metric check box.

  5. Click OK to save the changes.

Show or hide tooltips

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Sparkline tab.

  4. Select or clear the Show Tooltips check box to show or hide the tooltips.

  5. Click OK to save the changes.

 

Select series line, reference line, and reference area colors

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Colors.

  3. Click the Sparkline tab.

  4. Select a color from the Series line, the Reference line, and the Reference area palettes.

  5. Click OK to save the changes.

Add a descriptive column header name above the sparkline microcharts

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Labels.

  3. Click the Sparkline tab.

  4. Type a name in the Header fields. This text displays above the sparkline microcharts.

  5. Click OK to save the changes.

Add a descriptive header name for the metric column associated with the sparkline microcharts

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Labels.

  3. Click the Sparkline tab.

  4. Type a value in the Associated metric field. This text displays above the metric column.

  5. Click OK to save the changes.

Note: The header name is only displayed when the Associated metric check box is selected from the Sparkline tab in the Options menu.

Formatting bullet microcharts

Bullet Microchart image

The table below lists the different aspects of bullet microcharts that you can format, and describes how and where to format them in MicroStrategy Web. The steps can be performed in Interactive Mode as well as Flash Mode if DHTML is enabled in Web. For instructions to enable DHTML, see Enabling DHTML in MicroStrategy Web.

What to Format in the Widget

How to Format it

Show or hide the bullet microcharts in the widget

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Bullet tab.

  4. Select or clear the Show bullet graph check box.

  5. Click OK to save the changes.

Show or hide the vertical reference line or color bands

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Bullet tab.

  4. Select or clear the Reference line check box to show or hide the reference line.

  5. Select or clear the  Reference bands check box to show or hide the color bands.

  6. Click OK to save the changes.

Show or hide a legend for the bullet microcharts

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Bullet tab.

  4. Select or clear the Band legend check box.

  5. Click OK to save the changes.

Show or hide the metric column and values associated with the bullet microcharts

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Bullet tab.

  4. Select or clear the Associated metric check box.

  5. Click OK to save the changes.

Determine whether the bullet microchart is displayed from left to right or right to left (inverted)

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Bullet tab.

  4. Select or clear the Invert graph axis check box.

  5. Click OK to save the changes.

Show or hide tooltips

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Bullet tab.

  4. Select or clear the Show Tooltips check box to show or hide the tooltips.

  5. Click OK to save the changes.

Define a minimum scale-setting value

Bullet graphs with performance bars below the minimum value will not be displayed in the widget.

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Options.

  3. Click the Bullet tab.

  4. Type in a value in the Minimum Value field.

  5. Click OK to save the changes.

Adjust the color of the performance bar

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Colors.

  3. Click the Bullet tab.

  4. From the Positive values palette, select a color for the positive parts of the performance bar.

  5. From the Negative values palette, select a color for the negative parts of the performance bar.

  6. Click OK to save the changes.

Adjust the color of the vertical target line

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. On the drop-down list, select Colors.

  3. Click the Bullet tab.

  4. From the Reference line palette, select a color for the vertical target line.

  5. Click OK to save the changes.

Adjust the color of the reference bands

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Colors.

  3. Click the Bullet tab.

  4. From the Band 1, Band 2, and Band 3 palettes, select a color for each reference band, from left to right.

  5. Click OK to save the changes.

Add a descriptive column header name above the bullet microcharts

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Labels.

  3. Click the Bullet tab.

  4. In the Header field, type a descriptive name for the column header above the bullet charts.

  5. Click OK to save the changes.

Add a descriptive header name for the metric column associated with the bullet microcharts

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Labels.

  3. Click the Bullet tab.

  4. Type a value in the Associated metric field. This text displays above the metric column.

  5. Click OK to save the changes.

    Note    : The header name is only displayed when the Associated metric check box is selected from the Bullet tab in the Options menu.

Add descriptive names to the legend that describes the different reference band colors

  1. In Flash Mode or Interactive Mode, right-click the widget and select Properties. The Microcharts dialog box opens.

  2. From the drop-down list, select Labels.

  3. Click the Bullet tab.

  4. In the Band 1, Band 2, and Band 3 fields, type a descriptive name for each reference band name displayed on the legend, from left to right.

  5. Click OK to save the changes.

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