Phocas has a new user documentation site. This site will be retired soon.

Configure the chart options

Owned by Former user (Deleted)
Last updated: Mar 04, 2024 by Denise McGettigan
7 min read

Most of the chart types have configuration settings on the left side that you can use to customize your view of the chart. The available settings depend on the type of chart and might include one or more of the settings listed (in alphabetical order) below.

Charts: Bar, Column, Combo, Waterfall, Line, Area, and Bubble.

Scales the chart based on the values graphed rather than starting at zero. The chart axis starts from the lowest data point in the chart, rather than zero. This starting point creates a more meaningful chart when all values are high.

Example - A simple chart with auto axis scale

In the image below, the Auto Axis Scale checkbox is NOT selected, therefore, the Y-axis of the chart starts at zero. As a result, the difference between the high values can be difficult to determine.

As you can see in the image below, when the Auto Axis Scale checkbox is selected, the Y-axis of the chart starts at approximately 110,000, the lowest data point in the chart. As a result, it is easier to see the difference in values.

Charts: Bar, Column, Combo, Waterfall, Line, Area, % Area, Pie, Donut, Bubble, and Radar.

Allows you to change the colors in the chart.

Charts: Bar, Column, Combo, Waterfall, Line, Area and Bubble.

Visually compares two measures with different measurement scales, such as value and margin. Typically, the left Y-axis displays the first measure and the right Y-axis displays the second measure.

Example - Add a second axis to a chart

  1. Select Total mode.

  2. Select two measures. 

  3. Switch to the chart view.

  4. Select the Dual Axis checkbox.

In the image below, the Dual Axis checkbox has been selected to display financial YTD sales value and profit on the same chart for a group of sales reps.

Here is what the chart looks like when the setting is not selected.

Applicable only when you select a day type of period from the Period menu, allows you to apply a working day calendar to the data in the chart to remove data for non-working days. See Create a line chart that displays data for working days only.

Options for repositioning the legend or hiding the chart from view. See Use the chart legend.