A sales manager has several bar charts on his dashboard and noticed the colours assigned by Acumatica are not consistent across all charts. He wants to make them visually cohesive the same way he can vary the colours of same-series data in Excel.
To edit the dashboard, users must be assigned the DashboardDesigner role. On a Dashboard page, switch from ‘View mode’ to ‘Design mode’ and click the ‘pen’ icon for the widget of interest. This opens the Widget Properties window (see Figure 1). Click on the ‘Configure’ button to access ‘Chart Settings’ (see Figure 2), then look for the Colour field under SERIES.
Figure 1. Widget Properties window
Figure 2. Chart Settings window
Next, determine the colour to assign to the series data. For example, this widget displays the no. of opportunities by salesperson (y-axis) by financial period (x-axis). Identify colour in hex colour code for each salesperson.
E.g., John – Red (#FF0000), Mary – Green (#00FF00), Stephanie – Blue (#0000FF), Trevor – Black (#000000)
Open the Expression Editor for the Colour field and apply the Switch expression as arranged below:
=Switch(DisplayValue=’JOHN’,’#FF0000’,DisplayValue=’MARY’,’#00FF00’,DisplayValue=’STEPHANIE’,’#0000FF’,DisplayValue=’TREVOR’,’#000000’)
Figure 3. Enter Switch expression in the editor
Figure 4. Confirm the correct colours are being displayed
Once the desired colour assignment is attained, the same Switch expression can be deployed to other widgets using the same series data.
Any questions? Give us a call.
Eric.