How to Format a Power BI Visualization

In this blog, we are going discuss How to Format a Power BI Visualization.

When you select Format, the customizations available for the currently selected visualization are displayed in the area below the icon.

Many aspects of each visualization can be customized. The options accessible are determined by the picture you’ve chosen. Here are a few of them:

  • Legend
  • X-axis
  • Y-axis
  • Data colors
  • Data labels
  • Total labels
  • Shapes
  • Plot area
  • Title
  • Background
  • Lock aspect
  • Border
  • Shadow
  • Tooltip
  • Visual header
  • Shapes
  • Position
  • Zoom

Also, if no visualizations are selected, Filters show in lieu of the icons, allowing you to apply filters to all visualizations on the page.

Practice with the Formatting options is the best way to learn how to use them. You may always go back to the default settings or undo your modifications. There are a plethora of possibilities accessible, with new ones being added on a regular basis. It’s just impossible to cover all of the formatting possibilities in a single article. But first, let’s go over a few basics together.

  1. Change the colors used in the visual
  2. Apply a style
  3. Change axis properties
  4. Add data labels
  5. Add total labels

Working with Colors

Let’s go over the steps for changing the colors on a visualization.

To activate a visualization.

  1. first, choose one.
  2. Open the Formatting tab by selecting the paint roller symbol. The Formatting tab shows all of the formatting options for the current graphics.
  3. Select Data Colors to extend the customizing options.
  4. Select different colors for columns, rows, and lines depending on the visual kind, then change Show all to On.

Here are a few pointers on how to work with colors. The numbers in the following list are also presented in the following graphic, illustrating how to access or edit these useful aspects.

  1. Is there a color you don’t like? No issue; simply press the down-arrow to bring up the color palette and choose a new one.
  2. Are any of the color alterations to your liking? Your colors will revert to the default settings if you select Revert to default from the bottom of the Data color section.
  3. Looking for a hue that isn’t in the palette? Simply pick More colors… from the drop-down menu and select a color from the spectrum.

Changing axis properties

Modifying the X-axis or the Y-axis is frequently advantageous. You can edit an axis in the same way that you may change colors by selecting the down-arrow icon to the left of the axis you want to change, as seen in the figure below.

In the example below, we’ve formatted the Y axis by:

  • moving the labels to the right side of the visualization
  • changing the starting value to zero.
  • changing the label font color to black
  • increasing label font size to 12
  • adding a Y-axis title

Toggle the radio option beside X-Axis or Y-Axis to turn off the axis labels completely. By using the radio option next to Title, you can also switch on or off the axis titles.

Adding Data Labels

We activated the visualization by selecting it and going to the Formatting tab. We turned on Data labels after selecting them. Then we increased the font size to 12, changed the font family to Arial Black, enabled Show background, and changed the background color to white with a 5% transparency.

Data labels may or may not appear depending on the visual and its size. If your data labels aren’t showing up, try increasing the size of the visual or viewing it in full-screen mode.

These are only a few of the formatting options available. In Editing mode, open a report and have fun with the Formatting window to build attractive and informative visualizations.

Adding Total Labels

Before you start experimenting on your own, here’s one last formatting example. Let’s make a stacked column chart with total labels. For stacked charts, combo charts, and area charts, total labels are available.

When you enable total labels, Power BI displays the data’s aggregate or total. Consider the following scenario.

A stacked column chart with data labels indicating the value of each section of each entire stack is shown here. This is how it looks by default.

You can modify the display for data labels and total labels by opening the visual in the Editing view. Open the Formatting window after selecting the visual to make it active. To get to the Data and Total labels, go to the bottom of the page. Data labels are enabled, whereas total labels are disabled.

Turn off the data labels and on the total labels. Each column’s aggregate is now displayed in Power BI.

These are only a few of the formatting options available. In Editing mode, open a report and have fun with the Formatting window to build attractive and informative visualizations.

As you can see, business intelligence has a lot to offer businesses of all sizes across all industries. If you’re not already using BI in your decision-making process, now is the time to start! 

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