Chart Context Menu Options

Applied to Chart

Contains chart details such as filters, drill level, and so on.

Sort

Apply an ascending or descending sort to your chart, or set a custom sort order.

For more information, see Sort Measures and Dimensions.

When you have multiple account hierarchies, the account to be used for sorting must belong to the same hierarchy as the one that is used in the chart.

Rank

Show a specified number of the lowest or highest ranked members.

You can apply the same ranking to All Dimensions or you can select one dimension and apply ranking to it.

When a Top N filter is applied, text is displayed at the top of the chart indicating the filter direction and value. To change the filter, select the filter text and input new values.

To reduce size of the main context menu, some options have been grouped together into a sub-menu.

Action	Description
Show as percentage/Show as value (Time Series chart)	The Show as percentage option displays the relative percentage difference over time in a Time Series chart. When showing percentage in a Time Series chart, the left-hand data point is displayed as 0%, and all values to the right show the relative difference from that point. When the time frame is adjusted (moved, shrunk, or stretched), the relative differences are updated. The Show as value option provides the actual value for the data points in a Time Series chart.
Group Color Axis/Ungroup Color Axis	On multidimensional charts, when color dimensions are grouped with other dimensions, the legend sort order will reflect the data point sort order and the color dimension ranking will be applied per outer dimension grouping. Ungrouping the color dimensions from other dimensions improves sorting of color legends, and allows ranking on color to ignore the outer dimension grouping.
Linked Analysis	Use a linked analysis to drill through hierarchical data or to create filters that simultaneously update multiple charts in your story. For more linked analysis details, see Creating a Linked Analysis.
Add	For a list of options you can add, see Add More Functionality (Optimized).
Show / Hide	Allows you to show or hide chart elements. By default, most elements are shown. The following elements can be hidden: Chart Title Subtitle Chart Details Legend Threshold Legend Data Labels X-Axis Labels X-Axis Title (Bubble, Scatterplot, and Histogram charts) Y-Axis Labels Y-Axis Title (Bubble and Scatterplot charts) Totals (Stacked Bar/Column, Combination Stacked Column & Line, and Marimekko charts in Optimized Story Experience): select or deselect this option to show or hide the total values of your measures. For more information, see Show Total Values (Optimized Story Experience). Footer The following elements are specific to time-related charts: Time Intervals Date Picker Navigator Vertical Grid Lines Horizontal Grid Lines Confidence Interval Past Period Forecast
Edit Axis	You can manually change the axis values. For more information, see Modify Axes on Single or Dual Axis Charts.
Collapse Title, Expand Title	Collapse to show only one line of text in the Chart Title or expand to show the full text.
Export	Allows you to export data from your chart as a CSV file, with or without formatting. For more information, see Export Chart Data as a CSV File.
Compare To	Shows the difference between versions of a measure or the difference between time periods. For more information, see Adding Time-Based Variances to Charts or How to Add a Variance to a Chart.

Copy

Edit Styling

Opens the Styling panel. For more information on styling options, see Formatting and Styling Items on a Story Canvas.

Fullscreen

Expands the tile to fill the canvas.

When enabled, you can use the mouse to resize or reposition the chart widget.

Remove

Allows you to remove the chart from the canvas.

Add CGR

Add a Compound Annual Growth Rate line to your Bar/Column or Stacked Bar/Column chart.

For more information, see Add a Compound Annual Growth Rate Line to Bar or Stacked Charts.

Comment

Allows you to add a comment to the tile.

Threshold

Allows you to create thresholds for the chart.

When you have multiple account hierarchies, the threshold will be created based on the hierarchy currently in use in the chart.

For more information about thresholds, see Creating Story-Defined Thresholds.

Hyperlink

Allows you to add a hyperlink to an external URL, page or story. For more information, see Linking to Another Page, Story, or External URL.

Reference Line

Allows you to add reference lines to your charts. For more information, see Add a Reference Line.

Tooltip

Add information for measures and dimensions that aren't in your chart. For more information, see Add extra tooltips for measures and dimensions.

Trellis

Provides a grid of small charts for comparison. For more information, see Use Trellis charts for comparison.

Cross Calculation

For more information about cross calculations, see Add Cross Calculations to Charts.

Drill Down/ Drill Up

Drill through hierarchical data.

Expand / Collapse

Lets you show more than one level of data.

When you have only one dimension and it has been fully expanded, the menu will show a Collapse option.

When multiple dimensions are fully expanded, selecting Expand for a dimension will collapse that dimension.

Filter

Include specific data points.

More information: Applying a Chart Filter

Exclude

Exclude specific data points.

More information: Applying a Chart Filter

More Options

To reduce size of the main context menu, some options have been grouped together into a sub-menu.

Copy

Edit Styling

Opens the Styling panel. For more information on styling options, see Formatting and Styling Items on a Story Canvas.

Fullscreen

Expands the tile to fill the canvas.

When enabled, you can use the mouse to resize or reposition the chart widget.

Remove

Allows you to remove the chart from the canvas.

Show as percentage/Show as value (Time Series chart)

The Show as percentage option displays the relative percentage difference over time in a Time Series chart. When showing percentage in a Time Series chart, the left-hand data point is displayed as 0%, and all values to the right show the relative difference from that point. When the time frame is adjusted (moved, shrunk, or stretched), the relative differences are updated.

The Show as value option provides the actual value for the data points in a Time Series chart.

Sort

Apply an ascending or descending sort to your chart, or set a custom sort order.

For more information, see Sort Measures and Dimensions.

When you have multiple account hierarchies, the account to be used for sorting must belong to the same hierarchy as the one that is used in the chart.

Rank

Show a specified number of the lowest or highest ranked members.

You can apply the same ranking to All Dimensions or you can select one dimension and apply ranking to it.

When a Top N filter is applied, text is displayed at the top of the chart indicating the filter direction and value. To change the filter, select the filter text and input new values.

Use a linked analysis to drill through hierarchical data or to create filters that simultaneously update multiple charts in your story. For more linked analysis details, see Creating a Linked Analysis.

Compare To

Shows the difference between versions of a measure or the difference between time periods. For more information, see Adding Time-Based Variances to Charts or How to Add a Variance to a Chart.

Add Smart Insights

Lets you see more information about a particular data point in your visualization. For more information, see Smart Insights.

Add

For a list of options you can add, see Add More Functionality (classic).

Mobile (Responsive pages only)

When enabled, shows the chart on a mobile device.

Show / Hide

Allows you to show or hide chart elements. By default, most elements are shown.

Edit Axis

You can manually change the axis values. For more information, see Modify Axes on Single or Dual Axis Charts.

Collapse to show only one line of text in the Chart Title or expand to show the full text.

Copy

Export

Allows you to export data from your chart as a CSV file, with or without formatting. For more information, see Export Chart Data as a CSV File.

Edit Styling

Opens the Styling panel. For more information on styling options, see Formatting and Styling Items on a Story Canvas.

Fullscreen

Expands the tile to fill the canvas.

Pin to Home

Adds the chart to your home screen.

Opens the Controls panel. For more information about controls, see Measure-Based Filters.

Remove

Allows you to remove the chart from the canvas.

Threshold

Allows you to create thresholds for the chart.

When you have multiple account hierarchies, the threshold will be created based on the hierarchy currently in use in the chart.

For more information about thresholds, see Creating Story-Defined Thresholds.

Reference Line

Allows you to add reference lines to your charts. For more information, see Add a Reference Line.

Forecast

• Automatic Forecast: performs a predictive forecast on the available data. With this option, you can specify how many forecast periods to display in the chart.
• Advanced Options: enables you to select one of the following simulate forecasting scenarios:
  • Linear Regression: use the Linear Regression algorithm on historical time series data to predict future values.
  • Triple Exponential Smoothing: use the Triple Exponential Smoothing algorithm to account for seasonal changes as well as trends.
  • Add Additional Inputs: use calculated measures, measure input controls, or additional measures from the current model as inputs when creating the forecast. This option is available only for Time Series charts.

More information: Running a Forecast in a Time Series or Line Chart

CGR

Add a Compound Annual Growth Rate line to your Bar/Column or Stacked Bar/Column chart.

For more information, see Add a Compound Annual Growth Rate Line to Bar or Stacked Charts.

Error Bar

Indicates the error or uncertainty in a reported measurement. For more information, see Add an Error Bar to a Chart.

Tooltip

Add information for measures and dimensions that aren't in your chart. For more information, see Add extra tooltips for measures and dimensions.

Trellis

Provides a grid of small charts for comparison. For more information, see Use Trellis charts for comparison.

Cross Calculation

For more information about cross calculations, see Add Cross Calculations to Charts.

Hyperlink

Allows you to add a hyperlink to an external URL, page or story. For more information, see Linking to Another Page, Story, or External URL.

Comment

Allows you to add a comment to the tile.

Smart Insights

Lets you see more information about a particular data point in your visualization.

Filter

Include specific data points.

More information: Applying a Chart Filter

Exclude

Exclude specific data points.

More information: Applying a Chart Filter

Drill Down/ Drill Up

Drill through hierarchical data.

Expand / Collapse

Lets you show more than one level of data.

When you have only one dimension and it has been fully expanded, the menu will show a Collapse option.

When multiple dimensions are fully expanded, selecting Expand for a dimension will collapse that dimension.

Compare To

Shows the difference between versions of a measure or the difference between time periods. For more information, see Adding Time-Based Variances to Charts or How to Add a Variance to a Chart.

Add threshold values or ranges to a measure.

Anchors a numeric point chart to the pinned item; you can add comments to that chart.

More information: Annotate Data Points in Bar, Line, or Bubble Charts

Add an axis break to the chart.

More information: Add Axis Breaks to Bar or Waterfall Charts

Smart Insights

Lets you see more information about a particular data point in your visualization.

Lock Cell

Lets you prevent individual cells of the table being updated. This feature is available for users with a planning license.

Select the cells you want to lock and choose the icon on the toolbar. Locked cells are shaded gray as a visual indicator that they are locked, and the toolbar icon changes to an open lock. Select the lock icon again to unlock the cell.

The read-only feature on the main toolbar prevents a cell value from being overwritten, but cell locking prevents updates to a cell value that would be caused by aggregation. You can use this feature to redistribute values among sibling nodes of a hierarchy.

For example, if the parent node in the hierarchy Employee Expense has three child nodes: Salaries, Bonus, and Training, and you lock the Employee Expense node, and then increase the value of the Salaries cell, the values of the Bonus and Training cells are automatically reduced to balance out the increase in salaries and maintain the same total Employee Expense value.

The cell locks that you apply are saved with the story. When other users work on the page, they can remove your cell locks and add their own, if necessary.

Include specific cells.

More information: Applying a Table Filter

Exclude specific cells.

More information: Applying a Table Filter

Add a comment to the tile.

Sort Options

You can apply an ascending or descending sort to a table. To apply a sort, select a column or row heading, and then select (Sort Options).

Choose the direction of the sort. For example, you can choose Ascending or Descending or A-Z or Z-A. If you want to arrange the members of a dimension yourself, select Add Custom Order and drag the members into the correct order in the Edit Member Order panel.

More information about custom sorting: Changing Member Order.

More information about sorting non-string dimension values in a table: Value Sorting.

Create Top N

A Top N filter shows a specified number of the lowest or highest ranked members.

When a Top N filter is applied, text is displayed at the top of the table indicating which column is filtered.

The visible content of the table depends on the underlying structure of the data. All rows of data that have not been selected are hidden. If the data in the table is hierarchical or aggregated, other dependent rows will also be visible.