Scribd
Upload
21 views15 pages

Getting Started With The Formatting Pane

This document discusses how to use the formatting pane in Power BI to customize visualizations. It describes how to change colors, apply styles, modify axis properties, and add data and total labels. Formatting options vary by visualization but include elements like legend, axes, colors, labels, and more. Examples demonstrate color, style, axis, and label customization.

Uploaded by

Hermann Akouete Akue
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
21 views15 pages

Getting Started With The Formatting Pane

This document discusses how to use the formatting pane in Power BI to customize visualizations. It describes how to change colors, apply styles, modify axis properties, and add data and total labels. Formatting options vary by visualization but include elements like legend, axes, colors, labels, and more. Examples demonstrate color, style, axis, and label customization.

Uploaded by

Hermann Akouete Akue
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 15

Getting started with the formatting pane

• Article
• 07/01/2022
• 5 minutes to read
• 8 contributors

APPLIES TO: ✔️ Power BI Desktop ✔️ Power BI service

If you have edit permissions for a report, there are numerous formatting options
available. In Power BI reports, you can change the color of data series, data points, and
even the background of visualizations. You can change how the x-axis and y-axis are
presented. You can even format the font properties of visualizations, shapes, and titles.
Power BI provides you with full control over how your reports appear.

To get started, open a report in Power BI Desktop or the Power BI service. Both provide
almost identical formatting options. When you open a report in the Power BI service, be
sure to select Edit from the menu bar.

When you’re editing a report and you have a visualization selected,


the Visualizations pane appears. Use this pane to change visualizations. Directly below
the Visualizations pane, there are three icons: the Fields icon (a stack of bars),
the Format icon (a paint brush), and the Analytics icon (a magnifying glass). In the
image below, the Fields icon is selected, indicated by a yellow bar below the icon.
When you select Format, the area below the icon displays the customizations available
for the currently selected visualization.
You can customize many elements of each visualization. The options available depend
on the visual selected. Some of those options are:

• 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

and more.

Note

You won’t see all these elements with each visualization type. The visualization you
select will affect which customizations are available; for example, you won’t see an X-
Axis if you have a pie chart selected because pie charts don’t have an X-axis.

Also note that if you don’t have any visualization selected, Filters appears in place of the
icons, which lets you apply filters to all visualizations on the page.

The best way to learn how to use the Formatting options is to try them out. You can
always undo your changes or revert to default. There are an incredible number of
options available, and new ones being added all the time. It's just not possible to
describe all formatting options in one article. But to get you started, let's review a few
together.

1. Change 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 walk through the steps necessary to customize colors on a visualization.

1. Select a visualization to make it active.


2. Select the paint brush icon to open the Formatting tab. The Formatting tab
displays all the formatting elements available for the selected visual.
3. Select Colors to expand its available customizations.
4. Change Show all to On, and select different colors for columns, rows, lines -
- depending on the visual type.
Here are a few useful tips for working with colors. The numbers in the following list are
also shown on the following image, indicating where these useful elements can be
accessed or changed.

1. Don’t like the color? No problem, just select the down-arrow to open the
color palette and select a new one.
2. Don't like any of the color changes? Select Reset to default from the
bottom of the Data color section, and your colors revert to the default
settings.
3. Want a color you don’t see in the palette? Just select More colors..., and
choose from the spectrum.
Not crazy about the change you just made? Use CTRL+Z to undo, just like you’re used
to doing.

Applying a style to a table


Some Power BI visualizations have a Style option. One click applies a full set of
formatting options to your visualization, all at once.

1. Select a table or matrix to make it active.


2. Open the Formatting tab and select Style presets.
3. Select a style from the dropdown.

Even after you apply a Style, you can continue formatting properties, including color, for
that visualization.

Changing axis properties


It’s often useful to modify the X-axis or the Y-axis. Similar to working with colors, you
can modify an axis by selecting the down-arrow icon to the left of the axis you want to
change, as shown in the following image.

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
You can remove the axis labels entirely, by toggling the radio button beside X-
Axis or Y-Axis. You can also choose whether to turn axis titles on or off by selecting the
radio button next to Title.

Adding data labels


Let's add data labels to an area chart.

Here is the before picture.


And, here is the after picture.

We selected the visualization to make it active and opened the Formatting tab. We
selected Data labels and turned them On. Then we increased font to 12, changed font
family to Arial Black, turned Show background to On and Background color to white
with a Transparency of 5%.
Depending on the visual and its size, data labels may not display. If your data labels
don't display, try making the visual larger or viewing it in full screen mode.

These are just a few of the formatting tasks that are possible. Open a report in Editing
mode and have fun exploring the Formatting pane to create beautiful and informative
visualizations.

Adding total labels


One last formatting example before you start exploring on your own. Let's add total
labels to a stacked column chart. Total labels are available for stacked charts, combo
charts, and area charts.

When you turn on total labels, Power BI displays the aggregate, or total, of the data.
Let's look at an example.

Here, we have a stacked column chart with data labels showing the value of each
portion of each full stack. This is the default view.

By opening the visual in Editing view, you can change the display for data labels and
total labels. Select the visual to make it active and open the Formatting pane. Scroll
down to Data labels and Total labels. Data labels is On and Total labels is Off.
Turn Data labels Off, and turn Total labels On. Power BI now displays the aggregate for
each column.

These are just a few of the formatting tasks that are possible. Open a report in Editing
mode and have fun exploring the Formatting pane to create beautiful and informative
visualizations.

You might also like