--- title: "BI Analytics Chart Option" slug: "bi-analytics-chart-options" description: "The Open SR Overview chart is unique in that it allows you to select what field you want to measure in your open SRs.Certain options are available for specific chart types." updated: 2026-02-16T07:38:53Z published: 2026-02-16T07:38:53Z canonical: "documentation.sysaid.com/bi-analytics-chart-options" --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.sysaid.com/llms.txt > Use this file to discover all available pages before exploring further. # BI Analytics Chart Option Each type of chart available in BI Analytics contains options that allow you to customize the way it displays its data. Certain options are available for specific chart types, and certain options are available in all charts. For example, the color modification options are available for all chart types. > [!NOTE] > Please note: > > Changes made to your charts are only visible for the remainder of the session. The next time you access BI Analytics, the chart reverts to its default display settings. To permanently change a chart's display, contact your account manager. For general information on BI Analytics, see [BI Analytics](/v1/docs/bi-analytics). For information on filtering data in BI Analytics, see [Filter BI Data](/v1/docs/filter-bi-data). For information on creating dynamic presentations of your BI data, see [BI Analytics Presentations](/v1/docs/bi-analytics-presentation). To modify a chart's color display 1. Hover over the chart and click ![BIDashboardfilesExplorationMenu.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesExplorationMenu.jpg). 2. Select a color option. - (Optional) If you select to vary the color based on data: ## Pie chart ### Chart Position You can rotate a pie chart to better read certain labels. Another way to arrange the position of the chart is to select how the pie chart is sorted. To sort a pie chart by one of its relevant fields ### Modify chart format You can select to display your chart in Pie or Donut format. To modify the chart's format ### Modify chart labels You can select if you want the sections of your chart labeled and how to label them. To modify the chart's labels ### Modify chart dimensions Certain charts allow you to modify the dimensions that the chart displays To modify the chart's dimensions ## Bar chart If a bar chart is too big to display entirely in its allotted space on the sheet, you can click and drag within the chart to scroll vertically or horizontally. ### Sort You can determine the order that the bars appear by selecting the sort method for the chart. ### Modify chart format You can select to display your chart in with vertical or horizontal bars. To modify the chart's format (Optional) To cancel your selections, click **Discard**. ### Add or remove chart labels You can select if you want to label the bars in your chart. To add or remove the chart's labels ### Open SR Overview chart The Open SR Overview chart, located in the Currently Active SRs Overview sheet, is unique in that it allows you to select what field you want to measure in your open SRs. To select a field ## Line chart If a line chart is too big to display entirely in its allotted space on the sheet, you can click and drag within the chart to scroll vertically or horizontally. ### Sort You can determine the order that the lines appear by selecting the sort method for the chart. ### Modify chart format You can select to display your chart data with lines or stacked areas. To modify the chart's format ### Add or remove chart labels You can select if you want to label the points in your chart. To add or remove the chart's labels ## Scatter plot chart When you are viewing a scatter plot chart in the sheet, you can hover over the chart and use your mouse's scroll wheel to zoom in and out on the chart. Click and drag the chart view the areas that you want. When you are viewing the chart in Full Screen mode, you can also use the Zoom in and Zoom out buttons and the navigation arrows if Navigation is enabled. To enable/disable the Navigation buttons ### Add or remove chart labels You can select if you want to label the dots in your chart. To add or remove the chart's dots (Optional) To cancel your selections, click **Discard**. ### Modify size of dots in the chart The scatter plot chart displays data in the form of dots on the chart. You can set the precise size of the dots in the chart. To modify the chart's dot size - Select a color scheme. You can choose between a color scheme containing 12 colors or 100 colors. > [!NOTE] > Please note: > > People with color vision deficiency can differentiate between all of the colors in the 12-color option, but not all of the colors in the 100-color option. - If the option to display persistent colors in the chart is available, select the **Persistent colors** check box. - Use the show legend slider to determine if the chart includes a legend indicating what each color item corresponds to. - (Optional) To cancel your selections, click **Discard**. ![BIDashboardfilesColors.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesColors.jpg) - To rotate a chart, hover over it and use the the Scroll wheel on your mouse. 1. Hover over the chart and click ![BIDashboardfilesExplorationMenu1.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesExplorationMenu.jpg). 2. In the Sorting menu select the field you want to sort by. 3. Select to sort the chart in **Ascending** or **Descending** order. (Optional) To cancel your selections, click **Discard**. 1. Hover over the chart and click ![BIDashboardfilesExplorationMenu2.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesExplorationMenu.jpg). 2. In the Presentation menu select **Pie** or **Donut**. (Optional) To cancel your selections, click **Discard**. 1. Hover over the chart and click ![BIDashboardfilesExplorationMenu3.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesExplorationMenu.jpg). 2. In the Presentation menu select one of the following Label options: - **None** - Do not label chart sections. - **Share** - Label each section with the percent of the chart it represents - **Values** - Label each section with the total number of items it represents. (Optional) To cancel your selections, click **Discard**. ![BIDashboardfilesPieChart.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesPieChart.jpg) At any point you can return to Sheet view, by clicking ![BIDashboardfilesCloseFullScreen1.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesCloseFullScreen.jpg). 1. Hover over the chart and click ![BIDashboardfilesExplorationMenu4.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesExplorationMenu.jpg). 2. In the Dimensions menu select the dimension you want the chart to display. (Optional) To cancel your selections, click **Discard**. 1. Hover over the chart and click ![BIDashboardfilesExplorationMenu5.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesExplorationMenu.jpg). 2. In the Sorting menu select the field you want to sort by. 3. Select to sort the chart in **Ascending** or **Descending** order. (Optional) To cancel your selections, click **Discard**. ![BIDashboardfilesSortBarChart.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesSortBarChart.jpg) 1. Hover over the chart and click ![BIDashboardfilesExplorationMenu6.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesExplorationMenu.jpg). 2. In the Presentation menu select **Vertical** or **Horizontal**. 1. Hover over the chart and click ![BIDashboardfilesExplorationMenu7.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesExplorationMenu.jpg). 2. In the Presentation menu click the **Value labels** slider to enable or disable chart labels for each bar. (Optional) To cancel your selections, click **Discard**. ![BIDashboardfilesBarChartFormat.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesBarChartFormat.jpg) 1. Click the drop-down menu beneath the chart. 2. Select an SR field. ![BIDashboardfilesChartMenu.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesChartMenu.jpg) 1. Hover over the chart and click ![BIDashboardfilesExplorationMenu8.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesExplorationMenu.jpg). 2. In the Sorting menu select the field you want to sort by. 3. Select to sort the chart in **Ascending** or **Descending** order. (Optional) To cancel your selections, click **Discard** . ![BIDashboardfilesSortLineChart.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesSortLineChart.jpg) 1. Hover over the chart and click ![BIDashboardfilesExplorationMenu9.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesExplorationMenu.jpg). 2. In the Presentation menu select **Line** or **Area**. (Optional) Click the **Logarithmic scale** slider to enable or disable Logarithmic scale in the chart's display. (Optional) To cancel your selections, click **Discard**. ![BIDashboardfilesAreaChart.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesAreaChart.jpg) 1. Hover over the chart and click ![BIDashboardfilesExplorationMenu10.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesExplorationMenu.jpg). 2. In the Presentation menu click the **Value labels** slider to enable or disable chart labels for each point in your chart's lines or areas. (Optional) To cancel your selections, click **Discard**. 1. In Full Screen mode, click ![BIDashboardfilesFullScreenExploration.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesFullScreenExploration.jpg). 2. Click the **Navigation** slider. (Optional) To cancel your selections, click **Discard**. 1. Hover over the chart and click ![BIDashboardfilesExplorationMenu11.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesExplorationMenu.jpg). 2. In the Presentation menu select one of the following Label options: - **Auto** - Label some of the dots, based on the available space around the dot. - **All** - Label all of the dots regardless of the space around the dot. - **None** - label none oft he dots in the chart. 1. Hover over the chart and click ![BIDashboardfilesExplorationMenu12.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesExplorationMenu.jpg). 2. In the Presentation menu click and drag the **Bubble size** slider until the dots reach the desired size. (Optional) To cancel your selections, click **Discard**. ![BIDashboardfilesScatterPlotSize.jpg](https://cdn.document360.io/52d3cb6c-cc81-43c2-b6f7-cbabcb449271/Images/Documentation/BIDashboardfilesScatterPlotSize.jpg)