Share axis scales in a scorecard

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1. Overview

By default, copies of a chart that are generated in a scorecard/report share the same Numeric and Date/Time axis scales. However, there may be cases where you want to change this behavior. For example, you have a line chart where it is more important to see the shape of the curve than to compare Y-values.

The following walkthrough shows you how to share or un-share the axis scales of chart copies in a report or scorecard. In order to share axis scales between different charts, use the Share the scale with another chart or axis option described in the article on Using chart properties.

2. Create a scorecard

The data for the following example comes from a data cube that joins the SalesOrderDetailSalesOrderHeader, and Person tables from the AdventureWorks sample database. You can build a similar data cube by following the steps from this article.

Create a new scorecard and set it up as follows:

  1. Drag the FirstName hierarchy from the data cube to the grouping area (drop a column or hierarchy here to repeat content for each value). A FirstName Header will appear in the header and a data label will appear in the body, for showing the full name of a sales person. De-select the group, select the new header label, and delete it.
  2. Select the body area and add a background and separator lines from the Look properties.
  3. Drag the Product hierarchy from the data cube to the child grouping area (drop a column or hierarchy here to repeat content for each value within every value above). A Header and data label pair will appear for both the Product and FirstName hierarchies. De-select the group, select the FirstName data label, and delete it. Select the child headers, and delete them.
  4. From the toolbar, click Data Visualization, and then select Line to add a line chart.
  5. Drag the line chart to the child body area.
  6. Add OrderQty as a measure and OrderDate as a row hierarchy to the line chart.
  7. Add a second line chart to the child body area and configure it the same as the first chart.

Initial scorecard design
Initial scorecard design

3. Only share scales in the same grouping

Select the second line chart and go to its Properties. Check the Only Share Scales In Same Grouping property.

Only Share Scales In Same Grouping property
Only Share Scales In Same Grouping property

Switch to View mode to see the scorecard.

Observe that the line charts in the second column all share axis scales (both on the left and bottom axes). The line charts in the third column share axes only inside the grouping.

View the scorecard when sharing scales only inside the grouping
View the scorecard when sharing scales only inside the grouping

Note
When viewing a very large child group where some of the charts or gauges are not loaded at once, the scale may not reflect the largest value in the data. When you scroll and larger values get loaded, the scale will be updated automatically.

4. Stop sharing scales with copies

Select the second line chart and go to its Properties. Click Left Axis 1 to view and modify the left axis properties.

Uncheck the Share Scale With Copies property.

Share Scale With Copies property
Share Scale With Copies property

Switch to View mode to see the scorecard.

Observe that the line charts in the third column do not share the left axis scale. On the bottom axis, the Only Share Scales In Same Grouping property still applies.

View the scorecard
View the scorecard

5. See also

Dundas Data Visualization, Inc.
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Toronto, ON, Canada
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North America: 1.800.463.1492
International: 1.416.467.5100

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