Customize Category Color

Use Category Colors to assign specific colors to categorical (dimension) values in a chart, improving readability and helping users quickly distinguish groups in a View.

Prerequisites:

  • You are on the Design page/Design canvas with a View that includes:

    • At least one categorical (Dimension) column, and

    • At least one Measure.

  • The chart type supports category coloring (e.g., bar, column, line, pie, mixed).

Apply Category Colors (per value)

  1. Select the View

    • Click the chart on the Design canvas that uses a categorical Dimension and a Measure.

  2. Open Category Settings

    • On the field, click the ellipsis (⋯) next to the categorical Dimension.

    • A right-side panel opens showing the selected category configuration.

    • (Optional) Enter a Display Name for the category.

  3. Open Category Colors

    • Click the Category Color icon next to Category Colors.

  4. Choose Category Value

    • From the list, select the Category Name (dimension value) you want to style.

  5. Assign Color

    • An auto-selected color is applied immediately to the chosen category value in the View.

    • (Optional) Click the color palette to choose a custom color manually.

  6. Repeat for More Categories

    • Add colors for additional category values as needed.

    • Each selected category can have a distinct saved color.

  7. Save the View

    • Click Save View to persist the changes to the report.

Option Reference

Option / Area
Purpose

Display Name

Overrides label for the selected category value.

Category Colors

Enables per-category color assignment.

Category Name

Selects the specific dimension value to style.

Auto-assign color

Applies a system-selected distinct color to the category.

Color palette

Manually choose a specific color (hex/RGB picker where available).

Behavior & Priority Rules

  • Multiple conditions per column: You can define multiple color entries for a single category column (e.g., color-specific values A, B, C differently).

  • Priority: Category Color has higher priority than Conditional color and Slicer color settings.

    • If both Category Color and Conditional Color are configured, the Category Color is applied.

  • Scope: Category Colors apply to the selected View; repeat configuration if you want consistent colors across multiple Views.

Tips

  • Use a consistent palette for recurring categories across Views (e.g., “North = Blue”, “South = Green”) to improve cross-page comprehension.

  • Avoid over-coloring: reserve strong colors for key categories; use softer tones for minor groups.

  • If categories change frequently, consider a default palette plus overrides only for business-critical values.

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