Create a global color palette

Administrators can create global color palettes that can be applied in books and visualizations in Planning Analytics Workspace.

1. Click the Administration tile on the Planning Analytics Workspace Home page.
2. Click the Excel and Customizations tile.
3. Click the Palettes tab.
4. Click Add global palette .

   The Create color palette window opens. The palette type is set to categorical by default. To create a continuous palette, click the Continuous palette icon . To switch to a categorical palette, click the Categorical palette icon .

5. Enter a name for your palette.
6. Click the Grid or Wheel tab.
   In the Grid tab, you can select colors from a grid of color swatches. In the Wheel tab, you can select a color by doing one of the following things:
   • Click the color wheel
   • Enter the color value in HSB (hue, saturation, brightness) or RGB (red, green, blue) notation
   • Enter the color value in hex code
   • Use the sliders or arrow buttons to change HSB or RGB values
7. Under Color guide, click Automatic or Custom.

   Categorical color palette

   Contains a set of individual color swatches.

   

   In Automatic, when you select a color from the grid or wheel, all swatches in the palette are filled with colors that are related to the color you selected, starting from the currently selected swatch. In Custom, you must select each swatch and then select a color for it.

   Continuous color palette

   Contains one continuous swatch. Automatic is not available for a continuous color palette.

   In Custom, a continuous swatch initially contains a start point and an end point. When you select a color from the grid or wheel, the swatch is filled with the color you selected. The color gradually fades in intensity from the start point to the end point of the swatch.

   

   Alternatively, you can click the start point and select one color, then click the end point and select another color. In this case, the swatch contains a continuous transition from the color at the start point to the color at the end point. For example, this swatch shows a continuous transition from yellow at the start point to red at the end point.

   

8. To add more swatches to the palette, click Add swatch .
   On a categorical palette, a new swatch is added to the end of the palette. Click the new swatch, then select a color.

   On a continuous palette, an interval point is inserted into the continuous swatch. The interval point is inserted so that the continuous swatch is equally divided between the start point, the end point, and any interval points. You can insert multiple interval points into a continuous swatch. To assign a color to an interval point, click the interval point then select a color.

   This example shows a continuous swatch with two interval points between the start point and end point. It begins with green at the start point, than transitions between yellow and red interval points, and concludes with black at the end point.

   
9. To undo a selection, click Remove swatch .
10. To reverse the colors in the palette, click Reverse palette .
11. Click Save when you are finished.

Results

The color palette is available for use under Global color palette properties.

If an administrator modifies a global color palette, the changes are applied anywhere the palette is used.

If an administrator deletes a global color palette, any items that use the global palette revert to the system default palette.