A ribbon chart is a type of column chart, with ribbons joining each other. If the legends property is not added to the ribbon chart, then the ribbon chart is the same as the column chart. If we add legends to our chart, then a string of ribbons will be joined for each legend’s values, showing the rankings order of high and low values, using different color ribbons. We have various options to format ribbon charts, we can change the value of the x-axis, y-axis, its title, etc. We can also add various options like a zoom slider, ribbon colors, and data labels in a ribbon chart. In this article, we will learn how to format a ribbon chart in Power BI and explore its various options.
Formatting a Ribbon Chart In Power BI
After the successful, creation of a ribbon chart in Power BI, we have multiple options to format it. For example, adding the title to the chart, changing the color, and position of the chart, and adding tooltips, bar colors, and data labels to the chart. We have been given a dataset, name, Employee, and we have created the ribbon chart, by adding Employee name in the x-axis, salary in the y-axis, and Department in the legends section. Using this chart, we will explore every option of the ribbon chart in Power BI. There are two types of Formatting in visualizations i.e. visual formatting and general formatting.
Visual Formatting
Visual formatting comprises 7 options i.e. X-axis, Legend, grid line, zoom slider, ribbons, and data labels.
X-Axis
The X-axis is the horizontal text of the chart.
The following are the steps:
Step 1: Click on the X-axis option. A drop-down appears. We have multiple options available here i.e. Values and Title. Click on the Values option, and a drop-down appears. For example, the values are Arushi, Gautam, etc. A font is an option used to select the type of text we want to show on the x-axis in the chart, we can also set the size of the text, etc.
Step 2: Similarly, click on the title option. For example, the title is Employee Name. To change the color of the title of the x-axis, click on the color option. Select the required color. For example, we have selected orange color, and the Employee Name is changed to orange color.
Legends
Legends are the property used to sub-categorize the data for better analytics. It divides the data into different sub-groups.
The following are the steps:
Step 1: Click on the Legend option. A drop-down appears. We have multiple options available here i.e. Options, Text, and Title. We can set the position of the legends. Using the Text property, we can change the color and font size of the legends i.e. Department. Click on the Title, to customize the title i.e. Department.
Step 2: Click on the Options property, and a drop-down appears. We can set the position of the legends accordingly. For example, to Top Center, Bottom left, etc. By default, the Top left is the position.
Gridlines
Gridlines are the background lines, which are by default dotted in nature, and are very light and thin. By default, we cannot use gridlines, if we are not using a numerical or date column on the x-axis of the ribbon chart. For example, at the time of the creation of the chart, we added the employee name as the column, which is neither a numerical nor a date column. Hence, the gridlines option is not available.
Note: For understanding gridlines, we are removing employee name from the x-axis of the chart, and adding employee id in the ribbon chart. This customisation is done for explaining the gridlines property only.
The following are the steps:
Step 1: Click on the Gridlines option. A drop-down appears. We have an option available i.e. Horizontal. Click on the Horizontal option, and a drop-down appears. By default, in the ribbon chart, only horizontal gridlines are available. We can edit the style of the line. Also, one can set the color and change the thickness of the gridlines.
Step 2: Under the Style option, click on the drop-down option. A list appears. We can change the style of the horizontal gridlines to solid, dashed, etc.
Step 3: If we close the slider of the horizontal gridlines, then the horizontal lines would disappear, as seen in the image below.
Zoom Slider
The zoom slider is used to increase or decrease the range of the numeric values on the y-axis.
The following are the steps:
Step 1: Click on the Zoom slider option. A drop-down appears. We have multiple options available here i.e. Y-axis, Slider labels, and slider tooltips. A slider will appear on the y-axis of the ribbon chart. Slider labels, enable the values on the slider as a mark strip. Slider tooltips are used whenever we are sliding the zoom slider, the numeric value will appear on it.
Step 2: The below gif shows how the bars change with the slider.
Ribbons
Ribbons refer to the colors of the bars representing each legend’s value, which show the dataset value corresponding to each x-axis value in a ribbon chart. Click on the ribbons option. A drop-down appears. We have 2 options i.e. colors and spacing. We can customize the color of the bars accordingly. Click on the colors property. Click on the colors property to customize the color of each of the bars of the legends. For example, we have three available colors for the three legends values i.e. Finance with light blue, HR with dark blue, and IT with the orange color.
Data Labels
Data labels provide additional information on the bars. For example, Arushi and Gautam have a salary of 50K and 40K, and they want to display that on the bar. Click on the Data labels option. The salary data label will be added to the entire chart. Also, a drop-down appears. We have four options i.e. apply settings to, options, values, and background. Values and background have the same property as discussed above i.e. font, size, and color. Apply settings to, is a filter on the basis of legends, we can apply the property to specific groups only. The options property is used to set the position of the data labels.
General Formatting
There are multiple options in general formatting. For a chart, we have options like Title, tooltip, effects, alt text, etc. We will look at each of the options in detail.
Property
The property option is generally present in every visualization. It contains three options, Size, position, and Advance options. We, generally do not use these properties, because all are easily accessible with mouse clicks. The size property helps to resize the visualization created. The position property changes the position of the visualization, in the report. The Advance option comprises adding a layer order, which is rarely used.
Title
The title formatting is present in every visualization. As the name suggests, it adds a heading to the visualization. Click on the slider to enable the title.
The following are the steps:
Step 1: Click on the Title option. A drop-down list appears. Add the title, under the Text section. For example, Sum of Salary by Employee Name and Department. We can view in the image a title is added to the chart. As done previously we can customize the size, font type of the chart, etc.
Step 2: We can also change the color of the title. Under the text color, select the required color. For example, orange in this case. The title color changes to orange.
Effects
The effects section comprises three features i.e. Background, Visual Border, and Shadow. All works according to their names. The background adds a background color to the visualization, the Visual border adds a border around the visualization, and the shadow option creates a shadow on the outskirts of the visualization.
The following are the steps:
Step 1: Click on the Background option. Select the color of the background accordingly. For example, Pink. We can view in the below image that the background of the chart changed to pink.
Header Icons
Header-icons are the options, present on the top of the visualization. For a ribbon chart, there are two options, filter on visuals and more options. Click on the header-icons option, we will get various options, like Background, Border, and Icons. One can set its colors as per choice.
Tooltips
If we hover over a visualization, then we cannot view any information related to the chart. Consider a situation, where we want to display the fields added on hovering over the chart, then this task can be achieved by the Tooltips option. Tooltips have three properties i.e. Options, Text, and Background. Click on the tooltips option. Now, for example, we hover over the bar, then we can view that the employee Name Arushi, Department IT, and Salary 50K is displayed. We can set text and background color according to our needs.
Alt Text
Alt text is a property present in each visualization. People generally misinterpret, alt text by its name, they think that alt text will be displayed when they hover over the visualization. Alt text is for the persons, who cannot see the visuals, images, etc. This option is only available if you are using a narrator in your system. When your narrator is active, then this alt text will be spoken by the system. Click on the Alt text, and type the required text.
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