Chart Legends

  • Last update:  2024-10-23
  • I. An Overview of Chart Legend

    1) Chart legend is a key component in data visualization, serving as a descriptive guide that enhances the understanding of complex charts by identifying different data series with symbols, colors, or line styles. The inclusion of a legend is crucial for interpreting chart data accurately and efficiently, allowing viewers to quickly grasp the nuances and relationships within the data. Employing chart legends in professional settings aids in the clear communication of information, supporting better decision-making based on visual data insights.

    2) 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.

    3) Application Scenarios:Legends are essential in clarifying the symbols and colors on charts, enhancing comprehension. By adjusting legend settings, you can significantly improve how others understand the data displayed on the chart, ensuring clear and effective communication of information.

    4) Functions:To create a legend, add fields to attributes like Color, Size, Label, Thermal Color, or Radius within the Graphic Properties. The legend will then be automatically generated based on these fields. You can also customize the appearance and settings of legends through the Component Style options. This feature simplifies the process of interpreting complex visual data by clearly defining the elements presented in your charts.

    Chart Legend

    II. Steps to add Chart legends

    1 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.

    Chart Legend

    2 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.

    Chart Legend

    3 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.

    Chart Legend

    4 Font

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

    Chart Legend

    5 Border

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

    Chart Legend

    6 Position

    You can customize the position of the legend in Location.

    Chart Legend

    7 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).

    Chart Legend

    The legend order will change accordingly after sorting.

    Chart Legend

    8 Custom Grouping

    Drag the expenditure field into Color.

    Chart Legend

    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.

    Chart Legend

    2. Click Add a group.

    Chart Legend

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

    Chart Legend

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

    Chart Legend

    5. Demonstration.

    Chart Legend

    9 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.

    Chart Legend

    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.

    Chart Legend

    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.

    Chart Legend

    10 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.

    III. A Conclusion of Chart Legend

    In summary, chart legends play a pivotal role in enhancing the readability and interpretability of data visualizations. They provide a crucial link between visual elements and their meanings, facilitating a deeper understanding and more effective communication of insights gleaned from the data. By enabling users to customize legends to fit specific needs and contexts, FineBI ensures that charts are not only informative but also tailored to enhance decision-making processes. The continual updates to legend functionalities underscore their importance in dynamic and data-driven environments.

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    Theme: Creating a Visual Component
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