Skip to product menu
close
  • Recent Launches
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Recent Launches

New

Payroll software with automated tax payments and filing.

Try now
New

Robotic process automation software to automate high-volume, rule-based tasks.

Try for free
New

Low-code IoT platform and solutions for connected businesses.

Try now
New

Business formation service to launch and grow your businesses.

Try now
New

Privacy-friendly application analytics solution.

Try for free

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace

Zoho Analytics has been recognized in the 2024 Gartner® Magic Quadrant™ for ABI PlatformsRead more

Skip to main content

Customizing a Chart

A visualization must be easy to interpret, with key insights quickly conveyed at a glance. To achieve this, Zoho Analytics offers extensive customization options that allow you to tailor the chart's appearance, ensuring it is not only visually appealing but also clear and informative.

On this Page

Watch the below video to get an overview.

How to Customize a chart?

Once you have dropped the required fields to their corresponding shelves, click the Settings icon in the top right corner.

The Settings pane comprises of the following three elements 

  • General 
  • Analysis 
  • Applied Settings

General 

This tab displays all the general chart settings, along with the settings specific to the selected chart type.

Basic Settings

This section allows you to customize the elementary details about the report, such as the Title, Description, how to represent the Missing values in the report, and other chart specific options.

  • Specify what data should be displayed for null or empty values in the Display Unknown Value.
  • Select the checkbox Show missing values to plot the chart including the data points (dates/categories) that do not have any corresponding value in the underlying data. Deselecting this will skip these points in the axis.
  • Choose the chart effect to be applied.

Overview

  • The Overview effect are beneficial for charts that have many data points. It helps to select a specific section of the chart to understand the leaps and bounds clearly.
  • The Brush effect allows users to select, highlight, and explore specific portions of a chart by brushing over the data. This effect enhances data exploration and visualization by enabling dynamic filtering or zooming into selected areas.

Overview Effect

The Overview Effect adds a preview to the bottom of the chart. You can adjust the slider in the overview chart to focus on a particular region of the chart for in-depth analysis.

  • Enable the Overview toggle button and choose the chart effect to be applied.
  • Enabling the Auto Hide Overview option hides the overview panel and displays it only on hover.
  • The Show Latest N data points displays only the specified number of data points while applying the overview effect. This option is available only when a date dimension is used in the report (x-axis).

Scroll Bar Effect

The scroll bar offers smooth horizontal movement through the data, helping users focus on different sections without needing to compress the entire dataset into one view.

  • Adjust the slider to choose the Category Thickness or specify a value.
  • Enable the Brush Effect to select, highlight, and explore specific data points or ranges within the chart.

Axis Settings

Zoho Analytics automatically sets the label, range, and intervals for the X and Y axes while generating a chart. These settings can be customized as needed.

X-Axis

Follow the below steps to customize the X-axis settings, navigate to the Axis tab, and choose X-axis. 

  • Label: Customize the Name of the X -axis. By default, the name of the corresponding column is applied as the axis label. Choose the Font style, size, and color of the x-axis label.
     
  • Tick Marks: Choose the Font style, size, and color of the tick marks and the Direction in which the tick marks should be displayed. Available options are:
    • Auto - Align the tick labels in the most appropriate direction based on the number of characters in the tick label.
    • Horizontal - Align the tick labels in a horizontal direction.
    • Vertical - Align the tick labels in the vertical direction (90-degree angle to the axis).
    • Slanting - Align the tick labels in the slanting direction (45-degree angle to the axis).
  • Data Label:  This option can be used to display Y-axis values as data labels in the chart. On selecting this option, a text string which displays the Y value corresponding to each data point will be added.

Y-Axis

  • Label: Customize the Name of the Y-axis. By default, the name of the corresponding column is applied as the axis label. Choose the Font style, size, and color of the Y-axis label.
  • Tick Marks: Choose the Font style, size, and color of the tick marks and the Direction in which the tick marks should be displayed. Refer to this section to learn more.
  • Scale: This option allows you to specify how to scale the label ticks. Available options are:
    • Linear - Adds tick in linear number sequences as 100, 200, and 300 with equally spaced grid lines.
    • Log - Adds tick in log number sequences as 10,100, 1000 with equally spaced grid lines.
    • Square Root - Adds tick in square root sequences as 5, 25, 625 with unequally spaced grid lines. Spacing between the grid lines decreases as value increases.
  • Range: Zoho Analytics will automatically calculate the Y-axis range based on the maximum and minimum values in the data series. Enable the checkbox Range to specify the minimum and maximum values.
  • Interval: Enable the checkbox Interval to customize the interval between the ticks label.

Borders and Colors

When a chart is created in Zoho Analytics, a default background color and border colors are applied. These settings can be completely customized to enhance the chart appearance.

Access the Borders and Colors tab to customize the below settings,

  • Border Line Style: Choose the line style and the color to be applied from the Border line style drop - down menu. 
  • Border layout: Choose the Border Layout to be applied from the drop - down menu. The Default option applies a thin gray border at the bottom of the chart. 
  • Grid Line Style: Choose the Grid Line style and the color to be applied from the drop- down menu.
  • Marker Fill Color: Choose the marker fill color and the style to be used for the chart.
  • Background Color: This option can be used to apply a background color to the chart. The default option does not apply a background color. Choose Solid option to pick the color if needed.

Format

Using the right format is imperative for both analysis and interpretation of the data. Zoho Analytics provides many options to format a column based on the data type. This helps ensure all the data points in the column have the same consistent format.

Access the Format tab to customize the following settings,

  1. The columns in the X-axis and Y-axis of the report will be listed, along with the Format option on the right.
  2. Click Format. The options listed are specific to the data type of the column. Refer to the Format a Column article to learn more.
     
  3. Specify the preferred format.

The format can also be applied from the report editor. 

  1. Click the Settings icon that appears on hover and choose Format from the drop menu.
  2. Make the required modification and click Ok.

Legend Settings

The legend in a chart provides a quick overview of the different data series involved in the chart along with the color associated with each series. Legend consists of Legend Title and Legend Items. Each legend item consists of a colored box that indicates the data series and the name of the data series.

In Zoho Analytics, by default, the legend will be placed on the right side of the chart and legend items will be added to it depending on the data series involved in the chart. You can customize the legend position, legend title, legend filters and the colors of each data series easily.

To customize the legend:

  1. Open the corresponding chart and click Settings option in the toolbar.
  2. The Settings screen will open. Click the Legend tab.
  3. The Legend tab provides various options to customize the legend properties. Set the options as required.

The following table describes the options available in the Legend tab:

OptionDescription
Legend Position

This option allows you to set the position of the Legend in a chart. Supported positions are:

  • Hide
  • Auto
  • Right
  • Left
  • Top-Left
  • Top-Center
  • Top-Right
  • Bottom-Left
  • Bottom-Center
  • Bottom-Right
Title

This option has two fields. 

The checkbox allows you to show or hide the legend title. 

In the text field, you can change the default title of the legend. You can also customize the font style of the legend title.

FontUsing this option you to customize the font style of the legend items.
Legend Style

Specify whether to display the legend items with or without the corresponding values. 

You can also customize the format to display data using the Format link. 

Legend Filters Select this option to enable legend items to act as filters in chart view mode. This allows users to dynamically filter the data series using the legend items. 
Refer here to know how to use the Legend filters to filter a data series.
Palette Type

Select the Palette type. Zoho Analytics offers three types of palettes. They are:

  • Solid Color
  • Monochrome
  • Gradient
Color Palette

Select the color palette to apply color for your data series. 

You can also select a color palette based on the palette type that is selected. Zoho Analytics has a predefined set of color palettes that you can choose from. Apart from this, you can also add new color palettes.

Colors

Using this option, you can override the colors of the individual series of the chart. Once you override the palette, you will find the following options. 

  • Use Palette Colors  - Click this to reset the color to the selected palette. 
  • Save as New Palette - Click this to save the selected colors as a new palette for the workspace. 

You can also change the color of each data series using the corresponding legend item in chart Edit Mode. Refer to the Customizing Chart Colors section to know how to customize chart color using a legend.

Threshold

Zoho Analytics provides you with an option to draw threshold lines in a chart to highlight specific values. Threshold lines can be added horizontally or vertically at a fixed value on the X or Y-axis of a chart. A threshold will be useful to highlight specific values for better visualization and for comparing the data series.

For example, you can set a threshold line to represent the maximum sale target, and another to represent the lowest acceptable sales target to spot regions that are out of the sales target easily. Zoho Analytics allows you to add two types of threshold lines - Static and Dynamic Threshold lines.

  • Static Threshold: The Static threshold function allows you to set a constant value as a threshold line. 
  • Dynamic Threshold: The Dynamic threshold feature allows you to apply dynamic functions such as Sum, Average, Minimum, and Maximum over the columns in your reference axis or over a different column.


Add Threshold to your chart

  1. Access the Threshold option from the settings tab and click Add Threshold.
  2. Select the Scope of the Threshold; the available options are
    • Entire Table: Applies the same threshold for the entire table.
    • Per Cell: Applies a threshold for a single cell. This option is recommended while creating dynamic thresholds. It is not applicable for charts with multiple columns in the Y-axis.
  3. Select the reference axis from the Reference Axis drop-down.
  4. Select Constant from the Value drop-down and enter a value.
  5. Enter the desired name of the threshold line in the Name text box.
  6. Select the line type and color from the Formatting drop-down.You can also Create Alerts based on threshold.
  7. You can add more thresholds using the +Add Threshold link.
  8. Click Apply once you have added required threshold lines.

Drill Capability

The drill capability allows you to view data at different levels of granularity. Facilitates comparison between different segments of the data.

Drill Down

The (data) drill feature in Zoho Analytics enables you to get the granular details in a report. It helps to get insights from the specific categories or sections of the data.

The following are the steps to define a drill path for a chart:

  1. Click the Settings icon in the top right corner.
  2. Enable the Drill Down toggle button.
  3. Define the drill-down paths for the report.
  4. The Allow Dynamic Drill Down option helps users who access the report drill down by choosing any column used in the chart.
    • Additionally, the drill function for the measure columns can also be customized as needed. Enabling the Show options to alter Scale type allows users who access the report to change the scale type (Linear, Log, and Square root) of the report.
    • Enabling the Show options to apply Window functions on the measure column allows users to change the advanced summary functions (Running Total, % of Total, Difference From, % of Difference From, % of Previous Value) used in the report.

Drill Through 

The Drill through action enables users to navigate and view the reports related to the current data point. This action helps link all the related reports specific to metric or dimension.

For example, if the report Region wise Sales indicates that the East region has contributed most to the sales, and you want to know the product level sales for that region. 

You can configure a drill through action between the Region wise sales report and Product wise sales report to get a complete picture of which specific products are driving the high sales in the East region, allowing you to analyze the performance at a more granular level.

The drill through action can be configured for all the visualizations (Chart, Pivot view, Summary view, tabular view, and dashboards).

Configuring a Drill Through Action

  1. Click the Settings icon in the top right corner.
  2. Enable the Drill Through toggle button.
  3. Select the views to drill through from the report. Drill through lets you open another view from this chart, passing the selected data point(s) as filter. All the views created over the chosen table and its related views are listed for selection. Only the views created over the same chosen table and the related tables are listed.
  4. Click Apply.

The interaction permission for drill down and drill through can be enabled for other profiles (user and custom role) while sharing the views.
 

x
Thanks for your interest. We shall get back to you shortly.