Visualize Your Data – Managing Chart Legends
Learn how to customize chart legends and axes in ClearPoint.
Fernando Montenegro
9 steps
18 seconds
Clearpointstrategy
1
Chart legends in ClearPoint identify the different data series displayed in a chart. You can easily enable or disable legends, adjust their position, and use them to dynamically show or hide series. This article also covers how to format Y-axes and use a secondary axis to visualize data series with different units or scales.
Adding or Removing a Legend
2
1. From the left navigation, click **Elements**. 2. Select **Measures**. 3. Open the Measure you want to edit (e.g., *Revenue*).
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1. Double click on the Chart you want to edit. 2. Go to the **Chart** tab. 3. Under **Show Legend**, select **Enabled** or **Disabled**. 4. (Optional) Enter a custom **Chart Title** for your legend (e.g., *Variance*). 5. Choose the **Legend Position** (e.g., *Top*, *Bottom*, *Left*, *Right*). 6. Click **Save**.
4
💡 *Legends help users quickly identify which series or metrics are being represented in your chart.*
Using the Legend to Dynamically Hide or Show Series
5
Legends in ClearPoint are interactive — clicking on a legend label toggles that series on or off in the chart view.
6
1. Open the chart in the Measure’s **Detail Page** or within a dashboard. 2. Click the **Series Title** in the legend to hide or show that series. 💡 *Use this feature during meetings or presentations to focus attention on specific data trends.*
Formatting the Y-Axis
7
Each chart automatically calculates axis ranges based on the series data, but you can customize Y-axis settings for greater control and clarity.
8
1. Navigate to the **Y-Axis** tab. 2. Configure the following settings: - **Y-Axis Title** – Add a descriptive label for your axis (e.g., *Revenue in Millions*). - **Min Value / Max Value** – Enter custom values, or leave blank for automatic calculation. - **Left Axis Data Type** – Choose a number format independent of your series (e.g., *Currency*, *Percentage*). 3. Click **Save**.
9
💡 *Customizing the Y-axis helps make charts clearer, especially when comparing data across different metrics.*
Visualize Your Data – Managing Chart Legends
Learn how to customize chart legends and axes in ClearPoint.
Fernando Montenegro
9 steps
18 seconds
Clearpointstrategy
1
Chart legends in ClearPoint identify the different data series displayed in a chart. You can easily enable or disable legends, adjust their position, and use them to dynamically show or hide series. This article also covers how to format Y-axes and use a secondary axis to visualize data series with different units or scales.
Adding or Removing a Legend
2
1. From the left navigation, click **Elements**. 2. Select **Measures**. 3. Open the Measure you want to edit (e.g., *Revenue*).
3
1. Double click on the Chart you want to edit. 2. Go to the **Chart** tab. 3. Under **Show Legend**, select **Enabled** or **Disabled**. 4. (Optional) Enter a custom **Chart Title** for your legend (e.g., *Variance*). 5. Choose the **Legend Position** (e.g., *Top*, *Bottom*, *Left*, *Right*). 6. Click **Save**.
4
💡 *Legends help users quickly identify which series or metrics are being represented in your chart.*
Using the Legend to Dynamically Hide or Show Series
5
Legends in ClearPoint are interactive — clicking on a legend label toggles that series on or off in the chart view.
6
1. Open the chart in the Measure’s **Detail Page** or within a dashboard. 2. Click the **Series Title** in the legend to hide or show that series. 💡 *Use this feature during meetings or presentations to focus attention on specific data trends.*
Formatting the Y-Axis
7
Each chart automatically calculates axis ranges based on the series data, but you can customize Y-axis settings for greater control and clarity.
8
1. Navigate to the **Y-Axis** tab. 2. Configure the following settings: - **Y-Axis Title** – Add a descriptive label for your axis (e.g., *Revenue in Millions*). - **Min Value / Max Value** – Enter custom values, or leave blank for automatic calculation. - **Left Axis Data Type** – Choose a number format independent of your series (e.g., *Currency*, *Percentage*). 3. Click **Save**.
9
💡 *Customizing the Y-axis helps make charts clearer, especially when comparing data across different metrics.*
