Strategy ONE

Format Panel for Grid Visualizations

Once you add a grid visualization, modern grid visualization, or compound grid visualization to a dashboard and add objects to it, you can format the visualization.

Access

  1. Open an existing dashboard that contains a grid, modern grid, or compound grid visualization.
  2. Select the entire visualization or just the area you want to format.
  3. In the left toolbar, click Format .

Visualization Options

Template Select the template style and color.

Layout Select options for banding, outline, row headers, and column headers.

Spacing Select options for cell padding, column size, and row size.

Microcharts Available for modern grids with microcharts. Select the chart height and vertical alignment for each microchart individually or for all microcharts at once.

  • If you select a sparkline microchart, you can display or hide the data point spots. If they are displayed, you can display all data points or only key data points. If you select key data points, you can define which are key: first value, last value, maximum value, minimum value, or any combination.

  • If you select a trend bar microchart, determine whether to display negative values above or below the axis.

Text and Form

You can define the font, cell fill, and borders of:

  • The entire grid

  • Column headers

    • For a grid or compound grid, you can hide or display the Headers.

    • For a modern grid with microcharts and/or column sets, you can define the options for each microchart or column set individually or for all microcharts and column sets at once.

    • Beginning in Strategy One (March 2025), select All Microcharts or the specific microchart to format rather than Column Headers. See New Text and Form Options for Modern Grids below.

  • Row headers

  • Values

    • For a grid or compound grid, you can hide or display the Headers.

    • For a modern grid with microcharts and/or column sets, you can define the options for each microchart or column set individually or for all microcharts and column sets at once.

    • If you select a sparkline microchart, you can choose the color of the line, the fill color below the line, whether to display or hide the data point spots. If they are displayed, you can select the color of the regular and the key spots. To select which key spots to display, see Visualization Options .

    • If you select a trend bar microchart, you can select bar colors for positive and negative values.

    • If you select a bullet microchart, you can select the color for the actual, target, and individual bands.

    • Beginning in Strategy One (March 2025), select All Microcharts or the specific microchart to format rather than Values. See New Text and Form Options for Modern Grids below.

New Text and Form Options for Modern Grids

Strategy One (March 2025) provides more granular formatting for modern grids, including the ability to format individual attributes and individual metrics. You can define the font, cell fill, and borders of:

  • All the attributes on the grid

    • Define the options for the Headers only, the attribute Elements only, or All to define both at once (attribute elements are the values of an attribute).

  • All the metrics on the grid

    • Define the options for the Headers only, the metric Values only, or All to define both at once.

  • All microcharts

    • Define the options for Headers only, Values only, or All to define both at once.

  • Each attribute on the rows individually

    • Define the options for Headers only, attribute Elements only, or All to define both at once.

  • Each microchart

    • Define the options for Headers only, Microcharts only, or All to define both at once.

    • When you select a specific microchart and then Microcharts, you can define the options specific to that microchart type.

  • Each column set

    • Define the options for Headers only, Values only, or All to define both at once.

For example, the Editor panel below displays a modern grid that contains the Category attribute in the rows, a Forecast column set displaying the Forecast ($) metric, the Profit Trend by Quarter sparkline microchart, and the Units Sold Comparison by Industry trend bar microchart.

The modern grid's Format panel displayed below shows that you can individually format the attribute on the row (Category), the Forecast column set, the Forecast ($) metric in that column set, the Profit Trend by Quarter microchart, and the Units Sold Comparison by Industry microchart.

You can individually format different areas of the modern grid to produce the result displayed below. The Category attribute has an orange header and yellow values. The Forecast column set has a blue background. The Profit Trend microchart has a green background. The Units Sold Comparison microchart has a blue-green background.

Title and Container

Select whether to display the title bar. Define the font and fill for the title bar. Define the fill and border of the visualization container.