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Change Default Chart Colors

Updated

When you choose to visualize an analysis, you have the option to change the default color of any given plotted item in a graph to suit your preferences.

This is done using the Change Selected Color options in the modify menu. The selected colors are saved with the analysis if you choose to save the view. This means that when you reload the story view, the colors you have selected will apply. When you share your view or story the selected colors will be visible to other users.

    Tags:
  • Creator
  • Explorer
  • Viewer

 

ColorPicker-ModifyMenu.png

 

In this article

  1. Change Selected Color
  2. Colors by Label
  3. Saved Views, Stories and Dashboards

 

1. Change Selected Color

Once you have visualized an analysis, you can select a plotted item and change its color.

  • Click the label of the plotted item
  • The change selected color options open in the modify menu
  • Make your color selection, close the color picker, and click APPLY

 

H3_ChangeSelectedColor.gif

  • Select the label
  • Choose the color from the color picker (or enter the HEX value)
  • Click outside of the color picker to close it
  • Click APPLY

 

Hex Color Value Field

  • If you know the hex value, you can enter it directly in the hex value field and press enter. Click APPLY once you are satisfied with the chosen color.

 

Transparency 

  • You can change the transparency by entering the percentage desired in the number field.
  • You can also use the arrows that appear when you hover over the percentage number.

 

Color Picker and Transparency Slider

Alternatively, you can interact with the color panel and slider to select the color and transparency.

  • Click the color dot icon or the transparency icon to open the color panel and slider.
  • Pick a color by clicking in the color panel. Use the scale to the right to change to alternative color shades.
  • Underneath the color panel is the transparency slider. Click into the bar or drag the slider along to change the transparency.

H3_ColorPicker.gif

 

Apply, Cancel and Reset

  • After selecting a color, click APPLY to set the color in the chart.
  • Before clicking APPLY, you can use CANCEL to return to the chart.
  • If you have changed the color of a plotted item, click the legend label and the RESET button is available. RESET restores the item to the default color.

Note: If you have the color panel open, you need to close it before you can click the APPLY, CANCEL or RESET buttons.

 

H3_ApplyCancelReset.gif

  • Select a label and change the color
  • Click APPLY
  • Select another label and change the color
  • Click CANCEL to return to the original color
  • Select the first label with the updated color
  • Click RESET to restore the default color 

 

Retain Colors or Return to Default Settings

As you modify your analysis, adding or replacing items, your color setting preferences for the labels you have selected are retained. If you replace the axis with another axis that contains the same labels, e.g. the same brands, any color changes you have made for these labels are retained.

Colors are returned to default settings when you...

  • End your session (log out or close browser)
  • Clear or reset the analysis
  • Load an analysis that already has pre-saved settings, i.e., a Story

If you need to change the default colors to be permanently retained at a site level please contact support@infotools.com.

 

LightBulb_WhiteOnTealBG.svg

Color selection is associated with an item label. 
If the label changes, the color will revert to the default color.

 

2. Colors by Label

Colors are associated with specific labels. If you create a graph that includes the same brand with the same label across several axes, for example, in a funnel graph that brings in the same brand across awareness, consideration and conversion, the brand element displays with the same color. If you change the color on one brand label, all labels change to the same color. 

Example of the same brand across different axes:

 

Colors by label-1 color.png


 
To have different colors for the different attributes, the attributes need to be the elements within a brand axis or a grid. With each attribute as an element, you can set a different color for each element.

Example of the same brand within the same axis:

Colors by label-multi-color.png

 

Remember: the element label controls the color. Same label, same color.

 

3. Saved Views, Stories and Dashboards

Once you save a view, the selected colors are saved with the analysis.

  • When loading a story view, whatever color is saved will be applied and displayed.
  • When you navigate back to the project from a story view, the color settings will be applied to the project if you create further analyses.
  • If you decide to change the color of any of your items, changes will automatically flow to the relevant story view.
  • When you share your view, story or dashboard the selected colors will be visible to other users.
 

Multiview Dashboard

  • On a multi-view dashboard, zooming into one of the views and changing the color of an item only changes the color for that chart. Please note these changes are not sticky and if the screen is refreshed or the session ends, next time you return the the chart it displays the default color.
  • If editing the chart in story view, only that particular view is changed.
  • When loading a dashboard, whatever color is saved in the views will be applied and displayed.
  • When you navigate back to the project, the color settings will be applied to the project if you create further analysis, however, if you change the color in the project it won't automatically change in the saved story view in the dashboard. Dashboard views will always display colors used when saved.

 

Color Export to PPT

Once you save a view, the selected colors are saved with the analysis. When exporting to PowerPoint, the selected colors are also exported.

 

Where to from here?

Learn more about chart types in Harmoni

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