Chart Settings Tips

Explains tips for chart settings

Common settings

Value Formatting

By default, the format of values and labels displayed in charts is optimized according to your account's language settings. You can also change the formatter via the chart's "Advanced Settings." If a formatter is manually changed, the specific formatter settings will take precedence over the language settings.

Configuration Examples

For example, in the case of an XY Chart, you can specify formatters as follows:

• X-axis/Y-axis Label Format

  • Specify via "Advanced" > "X Axis / Y Axis" > "Value formatter"

• Tooltip Format

  • Specify via "Advanced" > "Series" > "(Series Name)" > "Value formatter"

• Value Label Format (if "Value label" are enabled)

  • Specify via "Advanced" > "Series" > "(Series Name)" > "Value label" > "Value label formatter"

Number Formatter

The number formatter uses d3-format syntax for formatting.

For example, you can specify settings as shown below:

Setting Value	Value	Format Result
.0f	12345.6789	12346
,.1r	12345.6789	10,000
-.1%	0.5	50%

Additionally, you can enclose the d3-format syntax in { and } to add prefixes or suffixes before or after the value. (Note: This is a custom extension, not standard d3-format syntax. Please refer to the examples below.)

Setting Value	Value	Format Result
{,d} USD	12345.6	12,346 USD
Approx. {,d}%	50	Approx. 50%

Date Formatter

The date formatter uses Day.js syntax for formatting. (In some cases, you can toggle between the Number Formatter and Date Formatter using the button on the left edge of the input field.)

For example, you can specify settings as shown below:

Setting Value	Date	Format Result
YYYY-MM-DD	2025-01-01	2025-01-01
YY/M/D	2025-01-01	25/1/1
MMMM YYYY	2025-01-01	January 2025

Adjusting Axis Label Display Width

You can limit the display width of labels for each axis by setting the maximum width (px) of axis labels.

Enter a numeric value (e.g., 100, 200) in the chart settings screen "Advanced" > "Axis label max size(px)". This can be useful when you want to display long label text with ellipsis.

XY Chart

Reference Line

In XY Charts and XYZ Charts, you can add reference lines to the X-axis and Y-axis. By displaying reference lines or regions such as target values, acceptable ranges, or danger zones, you can visually support data evaluation. Y-axis reference lines are displayed horizontally, and X-axis reference lines are displayed vertically.

• Configuration Method

  • In the chart edit screen "Advanced Settings", select the axis where you want to display the reference line, then click "Reference Line" > "Add". Enter the type and value of the reference line you want to display.

• What You Can Do

  • Line: Display a dashed line at a specific value (e.g., sales target, threshold, specific date marker)

  • Band (Range): Display a semi-transparent band for a specific range (e.g., acceptable range, danger zone, caution period)

  • Color and Label Settings: Choose colors from success (green), warning (yellow), danger (red), and add labels as needed

Trend

In XY Charts and XYZ Charts, you can display trend lines (such as regression lines or moving averages) for series. Trend lines are added as separate series from the original data, helping you visually understand data trends.

• Configuration Method

  • In the chart edit screen "Advanced Settings", click "Series" > "Trend" > "Display" and select the type of trend you want to display.

  • Trend lines are displayed as dashed lines, and for trend types other than moving average, the equation and R² (coefficient of determination) are displayed on the chart. (The coefficient of determination can be hidden.)

• Trend Types

Trend Type	Description	Additional Settings
Linear	Displays linear regression (y = mx + c)	None
Polynomial	Displays polynomial regression	Specify degree from 2 to 5
Moving Average	Displays moving average	Specify window size
Exponential	Displays exponential regression (y = ae^(bx))	None
Logarithmic	Displays logarithmic regression (y = a + b ln(x))	None
Power	Displays power regression (y = ax^b)	None

*Trend lines will not be displayed if the data count is insufficient or if applying the specified trend type fails.

Statistics

In XY Charts and XYZ Charts, you can display statistical values (mean, median, maximum, minimum) of series as dashed lines.

• Configuration Method

  • In the chart edit screen "Advanced Settings", click "Series" > "Statistics" > "Display" and select the statistical values you want to display.

  • The dashed lines will display the statistics type and its value as labels.

• Difference from Trends

Feature	Statistics	Trend
Display Format	Displayed as the same series	Added as a separate series (trend line)
When Zooming Chart	Recalculated only with data in the visible range	Not recalculated (always based on all data)

Date Field Transformation (Truncate/Extract)

When selecting a date column for dimension fields in charts (X-axis, grouping, etc.), you can transform the date before using it.

• Configuration Method

  • In the chart edit screen "Basic Settings", select a date column and click "Edit". Choose the transformation mode and transformation unit.

• Transformation Modes

  • Truncate: Truncates the date to the specified unit

    • Example: 2025-01-15 truncated to MONTH → 2025-01-01

    • Use case: Monthly, weekly, or yearly aggregation

  • Extract: Extracts only a specific part from the date

    • Example: Extracting DAY from 2025-01-15 → 15

    • Use case: Pattern analysis by day within a month, time period analysis (same days from different months are aggregated)

Hierarchical Chart

Bar Chart (Drill Down)

Display hierarchical data in a bar chart, and drill down to the next hierarchy by clicking on a bar.

• Configuration Method

  • In the chart edit screen "Basic Settings", set the rendering type to "Bar Chart (Drill Down)"

  • Specify two or more columns in "Hierarchy" (e.g., Region → Prefecture → City/Town/Village / month → week → date)

Table Chart

Image Display

In "Advanced" settings of table chart, you can display images within table charts.

• By selecting the target column from "Column Settings" and enabling "Preview image URL", image URLs will be displayed as images within the table chart.

• When "Enable link URL" is activated, they will be displayed as links that open the URL in a new tab.

Creating Parameterized Links from Table Charts to Reports

By dynamically generating URLs in SQL queries, you can pass data from each row of the table as parameters to another report page.

1. Creating a report and obtaining the URL

   • Set parameters in the destination report and obtain the URL from the browser's address bar.

     • Example URL: https://app.codatum.com/workspace/{workspace_id}/report/{report_id}/{page_id}

   • How to check parameter ID: Note the ID of the parameter widget in the report (e.g., 68f369edf5e6f69036b8872d)

2. Creating a URL column in SQL

   • Use the CONCAT function to generate a URL containing parameters from each row's data and insert it into the chart.

   • Example with a single parameter (country name):

     CONCAT(
       'https://app.codatum.com/workspace/{workspace_id}/report/{report_id}/{page_id}?cdm.params.{parameter_id}=',
       country  --- Column name to pass as parameter
     ) AS link

3. Enabling links in table chart

   • Table chart settings → Column settings → Target column → Turn on "Enable link URL".

Notes

• Replace the country part with the database column name you want to pass as a parameter

• You cannot reference the current value of parameter widgets in SQL (only fixed values or column values)

• When a user clicks a cell, the report opens in a new tab

• For detailed information on parameter settings, see here

Pivot Table

Drill Down

Pivot tables can display rows hierarchically and allow collapsing them.

How to Configure

1. Set multiple row fields

   • In chart settings "Rows", set two or more fields such as major category and minor category.

   • Example: Prefecture (major category) → City/Town/Village (minor category)

2. Switch to tree display

   • "Detailed Settings" → "Layout" → "Default Hierarchy Type" → Select "Tree".

     • Grid: Traditional table format

     • Tree: Display in hierarchical structure, expandable/collapsible with expand/collapse icons

3. Set initial state to collapsed (optional)

   • Check "Display Collapsed" to show all hierarchies collapsed in the initial display.

Notes

• This setting is only available when there are two or more row fields

• Report viewers can freely expand and collapse