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Phocas automatically displays a legend to the right of most chart types (barcolumnlineareapie and combo charts). The legend's color coding matches the palette you select for your chart.

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What the legend tells you

The contents of the legend adjust according to the selected mode. If multiple measures are selected, they also display in the legend.

Change the position of the legend

By default, the legend displays on the top right of each chart. You can use the Legend position setting to change where the legend displays or hide the legend from view.

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View property details

In the legend below, a group of customers has been focused on and the following properties selected:

  • name
  • suburb
  • postcode

    Name, Suburb and Postcode (zip).

    These properties

    appear

    display in the legend

    , as shown with arrows below 

    . 

    Image Modified

    This information also

    appears

    displays when you hover over a chart segment

    , as shown below

    .

    Image Modified

    Select

    a chart segment from the legend

    and focus on data

    As well as being able to select

    an individual (e.g.

    , such as a bar, column

    ,

    or wedge

    , etc)

    , you can

    also

    select

    (

    and focus

    )

    on items in your legend.

     

    Selected items

    use

    have a solid colored circle and black text (Judy in the example below).

    Unselected items

    use

    have a hollow colored circle and gray text.

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    Information displayed in different modes 

    The contents of the legend adjust according to the mode selected, as outlined below. If multiple measures are selected, they will also appear in the legend.

    ModeContents of legend

    Stream mode

    Stream and variance Stream

    Variance mode

    Current period and previous period

    Period mode

    Active properties of the focused items (separated by a vertical bar ' | ' or pipe)

    Moving mode

    Active properties of the focused items (separated by a vertical bar ' | ' or pipe)

    Total mode

    Active measures

    Image Added

    Change the order of legend items

    The order of items in the chart legend can be changed by sorting the respective columns in grid view.