Editing Visualizations

While Explore mode allows you to analytically explore the data and values represented by the visualization, Edit mode allows you to change the visualization's layout and look. For example, you can change the fonts and colors to match your organization's style guide. To select this mode, choose View > Edit Mode from the menus (or click the toolbar icon).

In Edit mode, there are several toolbars that affect different aspects of the visualization's layout. If you find that there are any you don't use, you can hide them to increase the amount of space in the dialog box in which the graph is displayed. To select or deselect toolbars, click the relevant toolbar name on the View menu.

Note: To add further detail to your visualizations, you can apply title, footnote, and axis labels. See the topic Adding Titles and Footnotes for more information.

You have several options for editing a visualization in Edit mode. You can:

  • Edit text and format it.
  • Change the fill color, transparency, and pattern of frames and graphic elements.
  • Change the color and dashing of borders and lines.
  • Rotate and change the shape and aspect ratio of point elements.
  • Change the size of graphic elements (such as bars and points).
  • Adjust the space around items by using margins and padding.
  • Specify formatting for numbers.
  • Change the axis and scale settings.
  • Sort, exclude, and collapse categories on a categorical axis.
  • Set the orientation of panels.
  • Apply transformations to a coordinate system.
  • Change statistics, graphic element types, and collision modifiers.
  • Change the position of the legend.
  • Apply visualization stylesheets.

The following topics describe how to perform these various tasks. It is also recommended that you read the general rules for editing graphs.

How to Switch to Edit Mode

From the menus choose:

View > Edit Mode