paletteCustomize Your Chart

Learn how to use the Customize tab of the Advanced Chart Builder.

The Customize tab in the Advanced Chart Builder gives you fine-grained control over the appearance of your chart. Use this tab to adjust how your data is labeled, styled, and displayed so your visual tells a clear, compelling story.

Adding a title to your chart and X & Y axis

Clarify your chart’s purpose at a glance.

  • Add a main title and optional subtitle

    • Titles can summarize the insight (e.g., “Average GPA by Department”)

    • Subtitles can include filters, date ranges, or other context

  • Add context for the Horizontal (X) and Vertical (Y) axis

Legend controls

The legend helps viewers understand what each color or line represents.

  • Toggle legend on/off

  • Set position: Top, bottom, left, or right of the chart

  • Wrap or truncate labels to prevent overflow on small charts

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Hide the legend if your chart has only one data series and is already well-labeled.

Series formatting

Customize how each data series is displayed:

  • Opacity: Adjust transparency to reveal overlapping data.

  • Line width: Thicken or thin lines for clarity in line or area charts.

  • Markers: Show or hide data points; adjust size and shape if available.

These settings help emphasize the story you’re telling—whether it’s a trend over time or a category comparison.

Tooltip customization

Tooltips appear when you hover over data points. You can:

  • Turn tooltips on or off

  • Adjust what’s displayed in the tooltip (e.g., raw value, label, percentage)

Well-crafted tooltips give your viewers context without crowding the chart.

X & Y axis controls

Adjust the chart’s horizontal and vertical axes for readability and accuracy.

Axis Positioning

  • Set axis position (e.g., left or right for vertical, top or bottom for horizontal)

Axis Line Styling

  • Change the axis line color

  • Adjust the line thickness

  • Customize the line dash style (solid, dashed, etc.)

Grid Line Controls

  • Show or hide grid lines for horizontal or vertical axes

  • Adjust the grid line color

  • Set grid line thickness

  • Modify the grid line dash pattern

Ticks

  • Enable or disable tick marks along the axis

Axis Labels

  • Font family (choose from available options)

  • Font weight (normal, bold, etc.)

  • Font size

  • Font color

  • Label padding (distance from axis line)

  • Label rotation (rotate text to prevent overlap or improve readability)

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Adjusting axis label rotation and font size can be especially helpful when visualizing data with long category names or dense labels.

Chart styling

Final polish for layout and appearance:

  • Padding controls: Add space around the chart for breathing room

  • Background color adjustments

Use styling to make your chart presentation-ready or to match an institutional look and feel.

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