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Chart Legends

  • Last update:  2023-03-21
  • Overview

    Version

    FineBI

    Functional Change

    6.0

    • Added more locations for legend placement.

    • Refined the legend icons, using rectangles and lines to differentiate between bar/line charts.

    • Clickable legends that only display data required.

    Application Scenarios

    Legends explain chart symbols and colors for easier comprehension. You can use legend settings to improve other users' understanding of data in the chart.

    Functions

    To generate a legend, you can add fields to Color, Size, Label, Thermal Color, or Radius in Graphic Properties. The corresponding legend will be automatically generated based on the added fields. You can configure the settings of legends in Component Style.

    Legend1.png

    Examples

    Displaying All Legends

    When you create a chart and add multiple fields to Graphic Properties, each field will display a corresponding legend. If you tick Display All Legends, all legends will be displayed.

    Legend2.png

    Displaying Some Legends

    Uncheck Display All Legends to choose which legends you want to display based on your specific analysis needs.

    Note: If no graphic properties are ticked under Display All Legends, no legends will be displayed.

    Legend3.png

    Title

    If there is only one legend, you can untick Title to not display its title because the meaning of it is very clear.

    Note: Starting from version 5.1.14, you can modify the legend title by changing the field name after dragging fields into Color, Size, and Shape.

    Legend4.png

    Font

    You can choose the system's Auto font setting or customize the font size, thickness, etc.

    Legend5.png

    Border

    The border is transparent by default, and you can set the color of the legend border.

    Legend6.png

    Position

    You can customize the position of the legend in Location.

    Legend.gif

    Legend Order

    The order of the legend is the same as the sorting of the fields. You can sort according to your own needs.

    1. For example, if you want to adjust the legend order, you can click  and select Descending(expenditure) > expenditure(Sum) to sort the field expenditure by expenditure(Sum).

    Legend7.png

    The legend order will change accordingly after sorting.

    Legend8.png

    Custom Grouping

    Drag the expenditure field into Color.

    Legend9.png

    If you feel that there are too many legends on the right side, you can customize the legend groups.

    1. Hover your cursor over expenditure and click  > Custom Grouping.

    Legend10.png

    2. Click Add a group.

    Legend11.png

    3. Select the fields from not grouping and move them to the newly created group.

    Legend12.png

    4. Tick Ungrouped values are assigned to Other and click OK. You can create more groups if necessary.

    Legend13.png

    5. Demonstration.

    Legend14.png

    Functional Changes

    1. Distinguished Legend Icons

    Use rectangles and lines to distinguish between bar/line charts to display legend icons.

    2. Optimized Legend Interaction

    When you have numerous intricate legend items, the graphical representation can become congested. With the latest version, FineBI 6.0, you can have improved interactive control over chart displays.

    Click on the legend text or icon for the first time to gray out the legend, and click again to display it.

    Note: When the legend is grayed out, the corresponding data in the chart is hidden.

    Legend2.gif

    When you hover your cursor over the displayed legend, the icon shifts to a fixed pin1.png. The pin's color matches that of the corresponding column.

    Legend15.png

    When all legends are displayed, to view a specific legend, click 1.png to hide other legends. The icon will change to 2.png . To display hidden legends, click the corresponding icon. Click 2.png to display all series at once when only one series is currently displayed.

    Legend3.gif

    Notes

    Once you have configured the legends, you may wonder if the previous configuration will remain when switching between chart types. You can refer to the following rules:

    1. If the original chart was a custom chart:

    • Switching chart types in Graphic Properties retains the legend configuration.

    • Switching chart types in Chart Type above Graphic Properties does not retain the legend configuration.

    2. If the original chart was a non-custom chart:

    • Switching to a custom chart in Graphic Properties retains the legend configuration.

    • Switching to another non-custom chart in Chart Type above Graphic Properties does not retain the legend configuration.

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