Series Properties

Use Series Properties to customize how a measure is displayed in your selected View.

The Series Properties feature is especially useful for creating mixed charts with multiple measures and applying conditional colors to highlight specific data points.

Prerequisites:

• You are on the Design page (Design canvas).

• The View contains one or more Measures (dragged onto the workspace).

• For Axis selection within Series Properties, enable Secondary Value Axis in Properties → Axes first.

Open Series Properties

1. On the Design page, create or open a View with at least one Measure.

2. In the field well, click Series Properties next to the dragged Measure.

3. A tab/panel opens titled with the selected measure’s name.

Tip: For mixed charts with multiple measures, open Series Properties for each measure to style them independently.

Configure Series Properties

The following properties may be available (options can vary by chart component):

Property	What it does	Examples / Options
Aggregation	Chooses the roll-up applied to the measure.	Sum, Min, Max, Variance, Mean, Standard Deviation, Cumulative Sum
Display Name	Overrides the measure’s display title in labels/legends.	e.g., “Net Sales (₹)”
Series Type	Sets how the measure is rendered within a mixed chart.	e.g., Column, Line, Area (varies by chart)
Point Shape	Sets marker shape for point/line series.	Cross, Cube, Hexagon, Point, Quad, Star, Triangle
Line Type	Sets the stroke pattern for line series.	Straight, Dot, Dash, Dash1
Axis	Assigns the measure to Primary or Secondary axis (enable Secondary Value Axis first).	Primary / Secondary
Color	Sets the series color.	Color picker / palette
Data Label Color	Sets the color of the data labels for the series.	Color picker / palette
Data Label Position	Positions labels relative to data points.	Top, Middle, Bottom

Configure Conditional Colors (per Measure)

Use Conditional Colors to color the series based on measure values.

1. In Series Properties, click Conditional Colors (icon).

2. Add a condition and set:

   • Operator: <, <=, >, >=, ==, !=

   • Compared To: Numeric value to compare against

   • Color: The color applied when the condition is met

3. Click Save.

• Multiple conditions can be defined for a single measure; they are evaluated in the order listed. Adjust order if the UI supports it.

Save and Review

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

• Verify the series updates (color, labels, axis assignment, etc.) on the Design canvas.

Notes & Behavior

• Component-specific: Available Series Properties can differ by the selected chart component.

• Axis availability: The Axis field appears in Series Properties only after enabling Secondary Value Axis in the Properties tab.

• View title edit: To edit a View title:

  1. Click the Edit icon next to the View name

  2. Modify the title (measure/dimension text)

  3. Click the Checkmark to save or the Close icon to discard

Tips & Best Practices

• Mixed charts: Assign one measure to the Primary and another to the Secondary axis to improve readability when scales differ.

• Label clarity: Use Display Name and Data Label Position to clarify the KPI story without overcrowding.

• Conditional logic: Prefer non-overlapping conditions; if overlaps are possible, ensure rule order is intentional.

• Consistency: Reuse a consistent color scheme for recurring measures across Views for faster user comprehension.