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Next up we're going to talk about power be-I report formatting options.
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Now this is all about customizing the look and feel of your visuals.
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Fact is there are a ton of different formatting options and they vary pretty drastically between chart
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types.
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So rather than show you every single option for every chart type which wouldn't be a very effective
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use of time.
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I'm going to demonstrate what some of these sets of formatting options look like for different types
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of charts.
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And then we're going to go into power be-I and practice customizing the format for our stacked bar chart.
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So here we have three very different types of visuals.
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We've got a combo chart on the left which is a line and column.
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We've got a matrix visual in the center and a donut chart on the right.
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Now looking at formatting options for the line and column combo chart you've got a number of different
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categories there.
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General Legende formatting x and y axis data colors and labels shapes plot area titled background walk
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aspect and border and within each of those you have additional options.
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So just within the x axis formatting options for instance you can change the type the scale type.
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You can fix a starting or ending value update the color text size font and display mode.
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So these menus are packed with options and those options like everything else dynamically update based
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on what you're working with.
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Now for The Matrix view you'll see a slightly different set of options here.
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And you've got Matrix style options great options column and row headers subtotals grand totals conditional
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formats so that conditional formatting field is one of the more interesting ones here that allows you
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to do things like add color backgrounds or change the font color or add data bars dynamically to draw
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attention to higher or lower values as a visual indicator.
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Similar to how we used color saturation option in her bar chart and then looking at donut chart options.
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Again it's got its own totally different set of options here and drilling into some of these you've
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got detail labels where you can change the style and text and font settings and then a title which you
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can align and customize as you see fit.
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So again thousands and thousands and thousands of different combinations of formatting rules you could
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apply.
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But the good news is that a passerby is default styles and formats are actually pretty thoughtful and
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polished more so than with other tools that I've used in the past.
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And B it's all extremely user friendly.
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So by simply poking around and testing out different combinations and variations you pretty quickly
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get a grasp on what these options mean and how they all work.
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So with that let's head back into power VI and we're going to explore some of the formatting options
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for the bar chart that we've added.
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Ok we're back on our canvas.
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You'll note that when I don't have the chart selected I don't see my options here for either fields
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or formatting.
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So make sure that you select the chart that you're interested in and now you'll see those fields populate
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this time we're interested in the second tab of this pain called format.
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And as you can see we've got all of these categories of options each of which include sub options for
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us to customize the look and feel of this chart.
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So I'm going to quickly pass through each of these maybe touch upon a couple of the key concepts but
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I'd recommend that you take some time to explore these menus on your own as well.
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So General basically this is about height weight positioning.
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Typically won't really touch the general options.
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Y-axis has a bunch of options here.
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So this is everything related to the Y axis of our chart.
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I'm going to drag it closer just so that side by side so you can turn the entire axis on and off.
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First and foremost and when you turn it off obviously those options are now inactive.
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But let's keep the Y-axis because I want to see those titles those labels for each subcategory.
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You can change it from the left side to the right.
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You change the color text size.
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Even the font family.
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And if we expand this out a bit it can read minimum category with really just give it a shot and see
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what happens.
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Just changes the actual width in this case almost like the height of each bar.
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Maximum size changes kind of the length of each bar and then Inner padding is if you don't want that
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blank space between bars.
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You can eliminate that entirely.
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Let's make this a little bit bigger.
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And the last option here on the y axis is the title.
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So an Access title assigned to your Y.
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Keep that off.
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So we've made some changes and now we've changed our mind and we actually don't like the updates we
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made every one of these menus has a yellow revert to default option on the bottom.
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And when you click it takes me right back to where I started.
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Really helpful feature there.
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So there's a Y-axis options very similar tools for the x axis.
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So now I'm dealing with this horizontal axis down at the bottom some certain chart types will have different
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scales.
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In this case it's just linear.
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The only option.
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Start and End will default to auto.
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But these basically say do you want to customize the minimum and maximum values along that axis.
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So you could say sure instead of 10000.
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Let's have it go all the way to 30000.
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And it essentially shrinks these bars down because my max is now three times larger and simply delete
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that to go back to auto.
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And again we've got color text font display the units in different ways.
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Thousands millions decimal places turn the X-axis title on and off turn the grid lines on and off change
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the grid line style.
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In this case maybe we go dasht and change them a little bit darker.
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Like so those are our x axis options now.
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Data colors you can see because we have a color saturation applied here.
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It gives us the option to customize this gradient that we're looking at here diverging basically just
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adds a third center point.
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You can see how it makes the middle values kind of this light almost white color.
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We could customize this if we choose and say let's make the minimum red center maybe yellow.
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And the maximum this kind of greenish blue is like a rainbow and then say OK never mind we don't want
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that.
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Let's revert to default and you're back to where you started data labels.
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This might be helpful here.
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So you can activate the labels and you'll see them populate here in your chart.
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It's changed that color to make them a little bit lighter.
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It's got one more darker than that.
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There you go.
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And then the same number tools display units decimal places you can position them inside of the bars
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outside automatic change how they react to overflow when the charts resized and then change the text
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size font and background will basically just put a little bar behind it.
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So I think this is good.
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They're light.
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They're very subtle but they're there if you need them to go one size up to.
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And those are the data label options they're plot area.
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Not much to do here.
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You can add an image behind that chart.
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Since there's nothing behind it transparency is not going to do anything.
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Chart title.
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This is one that I do want to update here because it defaults auto populates based on the fields you've
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dragged in.
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So right now the title is kind of awkward.
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It's total orders total revenue and total profit by subcategory name.
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So let's simplify that a little bit because we're really just focusing on total orders by subcategory
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category.
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There we go.
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And there you go updated the title and what I'd like to do can out a background and a font color so
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I'm going to and kind of a darker gray and the light font color.
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Kind of make that title pop a little bit.
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Well line the title in the center and let's make it bigger.
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To a size 12.
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And again you can change font family.
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You can follow along exactly how I'm doing this.
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Or you can format using your own style totally up to you.
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So those are the title changes that I'd like to make.
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Background.
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You can turn on or off just sets basically a background color like so and a level of transparency.
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This case I don't want the background lock aspect ratio.
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This just says when you resize the chart do you want to keep the exact proportions.
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So this fixes the proportions when that's off.
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Now you can kind of resize however you want.
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And then our last option here is the border on or off.
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That one's a simple one.
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So let's keep the border off unless you choose to keep it totally up to you.
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So that was a lot of options.
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A lot of formatting tools but we've made a couple of tweaks here.
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We've added data labels we tweaked or X grid lines make made them dasht then updated our title here
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as well.
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So again you'll come across some other formatting options.
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When you start dealing with other types of visuals but for the most part they're as simple as those
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ones that we just walk through.
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So there you have it chart formatting options.
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