Editing a chart or table will display all your available table options in the pop out menu on the right. From top to bottom, here is a lexicon for those options:
- Title: change the title of any chart
- Type: change the visualization of any chart (more on this in the next module)
- Display Increments: adjust the aggregation or view increment from each chart
- Period: adjust the period displayed on the chart
- Decimal Places: change the number of decimal places viewed
- Show Budget: toggles a comparison visualization if budget data exists
- VS Prior: toggles a comparison visualization for data in the prior period.*
- Zero Y-Axis: some charts will default to displaying variation and can mislead a viewer depending on the desired outcome. This option will force the Y-axis to start at 0
- Show Goals: this will enable conditional formatting for any metric if goals exist. Learn about setting goals in the advanced report building course.
Below the Metrics section of Table Options you will also see a card for the metric you have plotted and blue lettering that says "+ Add Metric." This will add an additional metric to this table for comparison. More on this in the next two modules.
*Note: VS Prior is defined by "Period" NOT "Display Increments." For example, selecting VS Prior on a chart that is Display Increment: Monthly and Period: Year to Date will plot values from that same month (increment) in the previous year (period)