Editing Card

 

Editing cards

Now that you've created your first card, let's go back into Analyzer to adjust it so it better addresses some different business needs.  

1. Go back to the Analyzer view of the Sales by Product Type + [Your Initials] card by selecting the Edit in Analyzer option in the card options menu.
   
   
2. In the Date Range dropdown menu, and then under the Graph by heading, change the chart so it displays the data by year, instead of quarter.
3. After this change you need to update the Summary Number label to Current Year Sales Amount.
4. Select the Save dropdown menu, and then select Save and Comment.
5. Type "Changed date grouping from quarterly to yearly" in the pop-up field. 
6. Select Save and Close.

 

Edit Chart Property

 

1. If you're not already there, go back into the Analyzer view for the Sales by Product Type + [Your Initials] card.
2. In the Chart Properties menu on the left, select the Colors option. This will open up a popup window that allows you to set color rules for elements in your chart.
3. Select Product Line from the Column dropdown menu.
4. To the right of Product Line, select the Condition dropdown to see a list of products that you want to create color rules for.
5. Start by selecting Widget A.
6. Now select the Fill dropdown to the right, and then select the darkest gray option.
7. Now select the + New button below your first color rule. 
8. From here, under Column, ensure Product Line is still chosen and then go through the same process (steps 3-5) again, selecting each Product Line and assigning it a color.
9. Select Apply only to this card to restrict the color changes to this card. (Apply to all cards will change the colors for every card created with this DataSet.)
10. Select the Save dropdown menu, and then select Save and Comment. 
11. Add "Changed colors to match conventions" in the pop-up field.  
12. Select Save and Close.