Set the chart properties (colour, line width and transparency) for each field within an Event Form
Individual display properties can now be set for any field selected to be "Chart by Default" or for any field selected to chart in an In Form Chart.
The following can be customised for each field (some settings only appear for some specific chart types):
- Colour (select colour or write in the # code)
- Stroke width (1-10)
- Shape size (1-10
- Shape fill (Yes/No Tick)
- Border (1-10)
- Border width (1-10)
- Saturation (0-100%)
- Labels (Yes/No Tick)
- Shadow (Yes/No Tick)
The Defaults (that may pull through from a Chart Properties set via the Application Details or from the Chart Properties on the Event Form) will be set automatically. To override these for a field, simply select "Customse" for the field's Chart Properties. The steps below outline how to customise the properties for any field set to Chart by Default or that is included in an Inform Chart.
NOTE: Any In Form Chart can include a mixture of fields set to be the default, or to be customised. Similarly, some Chart by Default fields or In Form charts may be set to default, while others in the Event Form are set to be customised. This is fine, just check that you are always happy with the way the charts look on the system with live data in them!
The following charting examples simply highlight the chart styling diversity, NOT good design sense!
Customising a "Chart by Default" field
Chart by Default fields are Line Charts (which cannot be changed), so the line settings and shape size and properties apear for customisation
Once "Customise" is selected, the line colour and width and shape style can be set.
Scroll to the correct spectrum and click on a coloured cell, or type in the # code and click the green tick box(as shown here)
Note, the ONLY way to see the output for this it by looking at the chart on the site (as chart by default doesn't have a preview on the builder)
If the properties for the chart are changed, the chart will show the new properties on the main app
Note, ANY chart by default field not set with a chart property, will display with the default settings
Setting up properties for each field in an In Form Chart is as simple as opening the In Form Chart and modifying EACH field you want to customise..
Depending on the type of Chart (History, Value or Scatter) different options will be able for customising. These are outlined in the steps below.
History Line Chart- customise the colour, line width and shape properties
The example here shows this field is set as a line chart. Once Customise is selected, you can change the field's properties.
In Form Charts will update as soon as changes are made so that you can preview them
History Bar -customise labels (numeric value appears at the top of the bar), shadow, border and border width, and bar fill saturation
Value Charts: By default only 1 Times Series will appear for selection to be coloured. This sets the colour for the first data set pulled through.
IMPORTANT SET UP INFORMATION FOR VALUE CHARTS: If you set 5 or <5 for the Maximum Entries then you can customise each of the time series fields (e.g. each date for up to 5 dates)
The capability to individually colour 5 times series applies to the Value Dot, Value Bar and Value Radar
Value Bar, Value Area, and Value Radar Charts can have Border and Saturation parameters set
Value Area: be mindful that these are layered, so saturation % should be considered carefully.
Value Radar- Labels can be set to Show or not show. Again, just as for the Value Area chart settings (above), be mindful of layering and saturation for each time series
IMPORTANT SET UP INFORMATION FOR SCATTER CHARTS: IF you set 5 or <5 for the Maximum Entries then you can customise each type of data pulled into the chart
In line with the capability for Value Charts to be able to customise up to 5 colours, 5 data series can customised for a Scatter Line, Scatter Spline, Scatter Dot, Scatter Bar, and Scatter Area chart
Scatter Bar and Scatter Area Charts can also have Border and Saturation parameters set
Once Each field in the form is customised according to your needs, ALWAYS, go to the main site and enter in test data to confirm you have set the charts up correctly.
If a PDF is generated which includes customised charts, the custom colours will pull through into the PDF
N.B. Each field in any existing In Form Charts will have the Default customisation setting applied. This means, settings from the Chart Template that are applied to the application, or to the Event Form will be used instead. If neither of these are set, then the system will choose some default colours.
Known Issues/Limitations: If you reset the maximum number of items for Scatter and Value fields, the Time Series all revert to Default, and any custom settings have to be rebuilt
Event Form Chart Templates cannot be applied to Profile Forms. However, In Form Charts can still be customised individually, and/or the main application Chart Template will be applied to any In Form Charts if there is an application template.
A Chart Template applied to an Event Form is not retained in a PDF of the Profile Form