Setting Up Scale for Hierarchical X Axis

NOTE. Scale type of the hierarchical X axis can be set up only in express reports in the desktop application, if the calendar type of the points is Date (calendar dimension must be plotted on the X axis).

To make the axis hierarchical, change the type of creating chart points hierarchy, using the Fore language. If a hierarchical dimension is used as values of X axis, scale type can be set up on the Scale tab of the Axis Format dialog box.

TIP. To quickly set up chart axes parameters, use the Value Axis X tab of the side panel.

To open the Axis Format dialog box

Select the scale plotting mode:

Automatic scale plotting. To use this type, select the Automatically Select Based on Data radio button. This mode is used by default.

Let us examine automatic mode using as an example an axis displaying data for monthly and quarterly and annual frequencies. Initially, the system checks if it is possible to display scale labels without overlapping for minimum frequency (daily frequency in this case). If it is possible, this frequency is used for scale plotting. If it is impossible to plot the scale without overlapping, the possibility of displaying labels of the next level without overlapping (quarterly frequency) is defined. If the labels do not overlap, the scale is plotted for this frequency level. If there is some overlapping, the next level is analyzed, and so on till the maximum frequency (in this case annual frequency) is reached. If the labels still overlap when the scale is plotted using the maximum frequency, some of the labels are compressed or omitted.

Custom scale plotting mode. To use this type, select the Select Based on Levels radio button. Select checkboxes next to names of the levels to be used to plot a scale. To select all levels, click the Select All button. The Deselect All button deselects the checkboxes of all levels. There are also corresponding items in the context menu.

In the custom mode, levels defined by a user are bound to be used when plotting a scale. If it is impossible to plot a scale without overlapping, some of the labels are compressed or omitted.

The example below shows the same scale displaying hierarchical values with different plotting modes. The scale to the left contains only annual frequency data. The scale is plotted automatically. The scale to the right is plotted in the custom mode. This scale displays annual and quarterly frequencies.

NOTE. Other parameters correspond to the parameters on the Scale tab for non-hierarchical X axis.