Graph properties
You can personalize your charts and graphs using a variety of different properties.
Fonts
Option | Description |
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Main and Sub Titles |
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Axis Titles |
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Labels
Option | Description |
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Main Title | Enter the main title of the graph. Titles must be entered inside quotations. |
Sub Title | Enter an optional sub title for the graph. Titles must be entered inside quotations. |
Axis Titles |
Axis titles are not applicable to pie charts. |
Data
Option | Description |
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Cells Available |
Lists all cells and their values from the current document. |
Data Series |
Populates the graph with data. Each column represents a data series and each row represents an x-axis category. For example, a bar chart could use revenues as a data series and several periods as x-axis categories. Pie graphs only require one data series. All cells in the Data Series table can use CaseView cell functions. The data points (white cells) should only contain numeric values. The x-axis labels and series names (orange cells) can be numeric or alphanumeric. A graph can contain up to 100 x-axis categories with each label containing a maximum length of 64-characters each.
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Insert Series | Add a new series (column) to the graph. |
Insert Point | Add a new point (row) to the graph. |
Clear | Clear the contents of the selected cell. |
Remove | Remove the selected series (column) or point (row) from the graph. |
Chart Options
These options are only applicable to charts (non-pie).
Format (1/2)
Option | Description |
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Graph Width / Height |
Select the width and height for the graph, up to a maximum width of 15 inches. |
New Look |
Select to enable the improved look. Selecting this option may enable/disable some other options. |
Placeholder |
Select a percentage to shrink or hide the graph's appearance on-screen. Don't Hide displays the graph at it's full size. 100% fully hides the graph. |
Plotting Method |
Select the type of chart to display the data. |
Border Style |
Select the type of border to apply to elements in the graph. |
Display Style |
Specifies display criteria for the chart.
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Colors |
Select to display the graph in color, grayscale or grayscale with symbols.
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Show Legend |
Select the placement of the graph legend to show at the top, bottom, left, or right of the graph. When the New Look option is selected, the graph legend can also be positioned to the top right. Select Not Show to hide the legend.
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Format (2/2)
Option | Description |
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Enclose graph with a border |
Select to enclose the whole graph with a border. |
Grid Line Display |
Select this option to change the presentation of grid lines in the chart. This option is unavailable when creating a pie chart.
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Bar Width |
For Bar graphs, select the percentage of space the total data series takes up within each x-axis category. The percentage can be set from 20 to 100%. |
Grid In Front of Data |
Select to display the grid lines in front of the data. Disable New Look on the Format (1/2) tab to enable this option. |
Bar Glass Effect |
For Bar graphs, select to enable a simple shading and lighting effect for all bars. Disable New Look on the Format (1/2) tab to enable this option. |
Grid Line Style |
Select a style to apply to the grid lines in a graph. Grid line styles vary depending on whether New Look is enabled or disabled. |
Gradient Style |
Select a style to apply shading and lighting effect to the data instead of displaying as a solid color. |
Use Thick lines |
Select to enable thicker grid lines. Enable New Look on the Format (1/2) tab to enable this option. |
Bevel Style |
Select a style to apply a shaded bevel effect to the data instead of displaying as a solid color. Disable New Look on the Format (1/2) tab to enable this option. |
Shadow Style |
Select a style to apply a shadow or 3D effect to the data instead of displaying as a solid color. |
Data Points
Option | Description |
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Choose Points |
Select to plot all points, or the manually selected x-axis data points in the list below. |
Numbers In Scientific Notation If Needed |
Select this check box to allow short notations for some numbers. Enable New Look on the Format (1/2) tab to enable this option. |
Use Document Rounding (None) |
Select this check box to apply the rounding rules established for the document under the Tools tab, Rounding command. |
Rounding To |
Select the rounding value to be used from the selector box. If selecting rounding to 10's, the number 452 will be rounded to 45. This option is not available if the Use Document Rounding check box is selected. |
Display Zeroes |
Select to have zeroes display for numbers after rounding is applied to them. For example, if rounding to the 1,000s, the number 22,222 displays in all labels as 22,000 (22,222 rounded down) with the option selected, and as 22 with this option not selected. |
Decimal Places |
Use the selector to set the number of decimal points to display. |
Decimal and Grouping Symbols | Select whether to use the decimal and grouping symbols from your workstation's current regional settings, or from the Working Papers file settings. |
X Axis
Option | Description |
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Label Orientation |
Select the angle to display the X-Axis label. Available options vary depending on whether New Look is enabled or disabled. |
Threshold / Maximum Points |
Use these options in tandem to control the number of labels that display on the X-Axis. For the X-Axis Threshold, indicate the maximum number of labels to display on the X-Axis; if the number of labels exceeds this amount, only the number of labels set under the X-axis Maximum Points option display. For example, if the X-Axis threshold is set to 25 and the X-Axis maximum points are set at 5, the graph actually has 30 points with potential labels. CaseView calculates and displays only 5 evenly distributed labels on the X-Axis. For best results, select a maximum points number that divides evenly into the total number of labels in the graph. Disable New Look on the Format (1/2) tab to enable these options. |
Y Axis
Option | Description |
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Manually Set Scale |
Select this option to set the Y-axis scale manually. Once selected, in the appropriate fields, type in a value or click on the calculation button to enter a formula setting the Minimum and Maximum values for the Y- Axis. |
Manually Set Frequency |
Select this option to set the Y-axis frequency manually. Once selected, in the appropriate fields, type in a value or click on the calculation button to enter a formula setting how often lines with labels (Line Frequency) and tick marks between lines (Tick Frequency) display for the Y- Axis. |
Padding |
Select the percentage of space that displays between the maximum data value and the top of the graph. The default value is 5%. This option is only available when the Manually Set Scale check box is not selected. |
Include Zero Axis |
Select to include zero in the Y-axis values. This option is only available when the Manually Set Scale check box is not selected. |
Show Zero Horizontal Line |
Select to include a zero horizontal line when the Y-Axis includes a zero axis. |
Text Formatting |
Enter text with double-quotes to have it display before or after the Y-Axis data, such as a currency symbol or unit of measure. |
Tickmark |
Select to show Y-Axis tick marks inside the axis, outside the axis, or hide the tick marks completely. When the New Look option is checked, tick marks can display across the axis. |
Pie Options
These options are only applicable to pie charts.
Format (1/2)
Option | Description |
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Graph Width / Height |
Select the width and height for the graph, up to a maximum width of 15 inches. |
New Look |
Select to enable the improved look. Selecting this option may enable/disable some other options. |
Placeholder |
Select a percentage to shrink or hide the graph's appearance on-screen. Don't Hide displays the graph at it's full size. 100% fully hides the graph. |
Pie Type |
Select whether the graph should be in the form of a Pie, Doughnut, or Torus. |
Border Style |
Select the type of border to apply to elements in the graph. |
Show Label |
Select whether numbers, labels, or both should be displayed in the graph. The numbers can be percentages or numeric values, as determined by the Representation option from the Pie Options - Data tab. |
Colors |
Select to display the graph in color, grayscale or grayscale with symbols.
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Label Position |
Select whether the label should be positioned outside, inside the end, or at the center of the graph. Enable New Look on the Format (1/2) tab to enable this option. |
Show Legend |
Select the placement of the graph legend to show at the top, bottom, left, or right of the graph. When the New Look option is selected, the graph legend can also be positioned to the top right. Select Not Show to hide the legend.
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Diameter/Radius |
Manually set the diameter/radius of the graph. The value refers to the percentage width of the graph. A zero percentage causes CaseView to automatically calculate the diameter/radius. |
Slice Start Position |
Select the starting position of the first pie slice in degrees, where zero represents the 3 o'clock position moving counter clockwise. |
Slice Grouping |
Data points that fall under the percentage value selected will be grouped under one slice labeled "Other". The data points are listed at the bottom of the graph. Select No grouping to display a slice for each data point. |
Format (2/2)
Option | Description |
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Enclose graph with a border |
Select to enclose the whole graph with a border. |
Shadow Style |
Select a style to apply a shadow or 3D effect to the data instead of displaying as a solid color. |
Gradient Style |
Select a style to apply shading and lighting effect to the data instead of displaying as a solid color. |
Pie Angle |
Indicate the orientation angle of the graph. Enable New Look on the Format (1/2) tab to enable this option. |
Data
Option | Description |
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Data Series |
If multiple data series were created in the Data tab, select the series you want to display in the current pie graph. |
Representation |
Specifies how the data will be presented on the pie chart. To have data points expressed as a percentage, click Percentage. To have data points expressed as numeric values, click Numeric Values. If selecting Numeric values, select the appropriate rounding rules. To hide zeroes according to the rules established for the document under the Tools tab, Rounding command, select the Use Document Rounding option. |
Use Document Rounding (None) |
Select this check box to apply the rounding rules established for the document under the Tools tab, Rounding command. |
Data Rounding |
Select the rounding value to be used from the selector box. If selecting rounding to 10's, the number 452 will be rounded to 45. This option is not available if the Use Document Rounding check box is selected. |
Display Zero |
Select to have zeroes display for numbers after rounding is applied to them. For example, if rounding to the 1,000s, the number 22,222 displays in all labels as 22,000 (22,222 rounded down) with the option selected, and as 22 with this option not selected. |
Decimal Places |
Use the selector to set the number of decimal points to display. |
Decimal and Grouping Symbols | Select whether to use the decimal and grouping symbols from your workstation's current regional settings, or from the Working Papers file settings. |
Slice Customization |
Specifies options for customizing the appearance of the pie chart.
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Colors
The Series/Pie tab label changes depending on the type of chart you are customizing.
Graph
Option | Description |
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Follow Paragraph Shade Color |
Select to use the current paragraph color for the area surrounding the graph.
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Text |
Represents the text color for all title, axis and point labels. |
Border Shadow |
Represents the color of shadows applied to the graph when Drop Shadow is selected as the Border Style on the Format tab. Disable New Look on the Format (1/2) tab to enable this option. |
Graph Foreground / Background |
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Grid Band |
Represents the color of grid lines on the graph. |
Table Foreground / Background |
Disable New Look on the Format (1/2) tab to enable this option. |
Series/Pie
Option | Description |
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Opacity |
Specifies the transparency of the data point colors, from clear to solid. |
Use New Color Theme |
Select to base the colors off the currently selected theme. |
Refresh Colors | Click to refresh the color scheme of the graph to the newly selected settings. |