Add a target line, event marker or caption to a chart
A chart's edit panel can pin a labelled line at a value, a marker on one point of the x-axis, and a caption under the chart. Click a chart in the dashboard editor to open its edit panel; anyone who can edit the dashboard can add them. For colours, formats and axes, see Style a dashboard chart.
Add a target line or event marker to a chart
The Annotations section pins a labelled line at a value (a target or an average), or a labelled marker on one point of the x-axis (a launch, a price change). It's on Bar, Bar (H), Line, Area, Grouped bar, Combo, Stacked bar and Stacked area charts.
| Button | Adds | Fields |
|---|---|---|
| + Reference line | A Reference row: a horizontal line | Value (a number) and Label |
| + Event | An Event row: a marker on one x-axis point | A point (Pick a date) and a Label |
- The event's point list holds the labels on the chart's own x-axis, so an event can only sit on a point the chart shows. + Event is disabled when the chart has no x-axis labels.
- Every row has a Color: Default, Brand, Positive, Negative, Warning or Info. The colours follow the dashboard theme.
- × removes a row.
- On a chart with more than one axis, each row also asks "Which axis this value belongs to".
The line and label redraw as you type.
Example: to mark a sales target of 50,000:
- Click + Reference line.
- Set Value to 50000.
- Set Label to "Target".
- Set Color to Positive.
Add a caveat or source caption under a chart
A caption is one or two lines of text under a single chart. It says what the chart leaves out or where its numbers come from.
- Near the bottom of the panel, tick Add a caption.
- Pick the kind: Caveat ("A limit on what the numbers cover", the default) or Source ("Where the data came from").
- Type the text (placeholder "Excludes Head Office…").
Bold, Italic and Link buttons format it: "One or two lines, under the chart. bold, italic and links are supported."
Insert values that stay current in a caption
The { } button ("Insert something the board fills in") adds a value the dashboard keeps current. It appears when the dashboard has these facts:
| Value | What it shows |
|---|---|
{updated} | When this board was last built |
{rows} | How many rows it covers |
{range} | The period the data covers |
{dataset} | The dataset this board reads |
{filters} | What the reader has filtered to |
Untick Add a caption to delete the caption. For notes about the whole dashboard rather than one chart, use a text block.
Related
- Style a dashboard chart: the Reference line option and other styles.
- Several measures or two axes: which axis a line belongs to.
- Add a note, caveat or source text block: notes for the whole board.
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