Changing Dashboard Item Colors - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

Charts, Pies, and Maps use color schemes to distinguish the data points from each other in the graphical display. Colors are automatically assigned by the dashboard when data is available for display. It is not necessary to pre-configure colors for data items not currently displayed.

To change the automatically assigned colors for data items for the selected dashboard:

  1. Launch the dashboard designer. The designer can be launched in several ways:
    • The dashboard designer is automatically launched when the dashboard is first created.

    • From the Dashboard Gallery area, select the dashboard to design in the left pane then click the Design button in the Dashboard ribbon group.

    • From the Administration area, click Dashboards in the left pane and select the dashboard to design, then click the Design button in the Dashboard ribbon group.

    • From the dashboard Properties dialog box, click the Design button at the bottom of the dialog box.

    The dashboard designer is opened in a new user interface.

  2. From the Data Providers ribbon group, click Edit Colors.

    The Global Color Scheme dialog box is displayed.

    Note:

    The colors configured in the Global Color Scheme dialog box are only applied to the dashboard currently loaded in the designer.

  3. From the drop-down list at the top of the dialog box, select the dashboard element to change colors for. The data items configured for that element are listed.
    Note:

    The New Color Table functionality allows you to add and pre-configure color schemes for data elements not currently in the dashboard. Due to the complexity of manual configuration, it is not recommended to try and pre-configure data elements. To configure the colors for a data element, add it to the dashboard first.

  4. To change a color, click the value in the Color column to display the color palette.
  5. Select a new color from the Palette. To select colors not in the palette, click More Colors.
    Tip:

    To restore the automatically assigned color for a data item, right click the Value or Color for the item and select Reset, then click Apply.

  6. To configure colors for data items not currently displayed in the dashboard, click New Value. The New Value dialog box for the type of dashboard element selected is displayed.

    This functionality allows you to pre-configure the color for a data item that is not currently displayed in the dashboard. For example, if your dashboard shows sales figures by country, and France is not currently displayed because it has no data, you may want to configure a specific color for France to be used when data for that country is available.

    It is not necessary to pre-configure colors for data items not currently displayed. Colors are automatically assigned by the dashboard when data for that item is available. If you do not know the actual values for data items not currently in the dashboard, you may misconfigure them. For example, if you configure France as the data value but the dashboard uses FR, your configured color setting is not applied and the automatically assigned color is used.

    Note:

    Adding data items to the color scheme does not add them to the dashboard element. To add data items to dashboard elements, see Designing a Basic Dashboard (Grid, Chart, or Pie Dashboard Item).

    Tip:

    To remove a data item you added, right click its name in the Value column of the Global Color Scheme dialog box and select Remove. You are not prompted to confirm this action.

  7. Click Apply in the Global Color Scheme dialog box to apply the color scheme changes to the dashboard. This is immediately reflected in the designer.
    Click OK to apply the colors and close the Global Color Scheme dialog box.