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Styling Data Series, Columns and Rows

Everything a chart or table is built from can be styled on its own: its color, the look of its value labels, whether a row reads as a subtotal, and whether it appears at all.

What it is

The chart editor puts these settings in one dialog, opened from the Formatting section. The two buttons there, and the title of the dialog, are named after whatever the chart is built from, so they change with the chart type:

ChartButtons you get
TableColumns and Rows
Column chart with Stacked offGroups and X-Axis
Column chart with Stacked onStacks and X-Axis
Line, area, bar and the restData Series and X-Axis

Whichever pair you get, both work the same way: a list on the left, and the properties of whatever you tick on the right. Styling is per entry, not per chart, so ticking two entries and changing a property applies it to both. That is how you color a whole group consistently without repeating yourself.

The Formatting section of the chart editor, with the buttons that open the styling dialog

When to use it

  • You want a scenario, product or region to keep the same color across every chart on a sheet.
  • You want to highlight one data series and mute the others.
  • Value labels are colliding and you want to hide some of them.
  • You are building a profit and loss or cash flow statement and need subtotal and total rows to stand out.

Configuration

  1. Select the chart or table. The chart editor opens on the right.
  2. Scroll to the Formatting section and click either of the two buttons named in the table above.
  3. Tick one or more entries in the list on the left. Changes apply to everything ticked.
  4. Set the properties described below, then click Confirm.

Data series and columns

PropertyWhat it does
ColorSets the color of the data series itself, for example its line or its bars.
Show asSwitches the data series between Line, Bar, Area and Spline. Mixed charts only, and only on the data series side, never on the x-axis. See Mixed Charts.
Font colorSets the color of the text shown on the data series.
Background colorSets a background color behind that text.
FormatApplies Bold, Italic, underline, or regular, which is the default.
OrientationRotates the value labels: vertical, horizontal or diagonal.
Value overlappingAllows the value labels of this data series to overlap instead of being dropped when space runs out.
Show valuesShows the value labels on the data series. Clear it to hide them.
HideHides the whole data series from the chart, not only its labels.

The Data Series tab with one of three data series ticked and its properties on the right

Rows

Rows carry formats rather than colors, which is what makes a financial statement read like one.

PropertyWhat it does
StandardThe row as normal text. This is the default.
SubtotalBold, with a horizontal line above it.
TotalBold, with horizontal lines above and below it.
IndentationMoves the row to the right. Several steps deep are possible.
HideLeaves the row out of the table.

The Rows tab with the formatting options for the selected row

Deviations

Both tabs carry a Styling group that only affects delta and comparison columns.

PropertyWhat it does
Invert colors and numbers for deviationsSwaps the up and down color and the sign, so a cost saving can read as green rather than as a negative.
Show negative numbers in parenthesis for deviationsWraps a negative delta in parentheses instead of giving it a minus sign.

Good to know

  • Colors are per data series, not per node. To set a color once for a whole model, see Editing the Color Palette.
  • Hiding a value is not the same as hiding a data series. Show values controls the label, Hide removes the line or bar.
  • Hiding a data series affects exports. A series hidden through the Hide checkbox is excluded from a Formatted XLSX export but still present in a Raw XLSX or OData export.
  • Show values needs numbers switched on for the whole chart. If Show numbers is off in the Formatting section, the per-entry Show values option is disabled.
  • Formats are per row, not per level. Marking one row as a total does not mark its siblings.
  • Order is set elsewhere. This dialog styles entries but does not reorder them: see Sorting Level Values.
  • In a mixed chart, styling and chart type live in the same place. The Show as option that turns a data series into a line, bar, area or spline sits alongside these properties. See Mixed Charts.
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