Generic Views Properties

The properties panel provides a flexible way to configure how your data is displayed and interactively explored within any view. With a consistent interface across all view types, you can quickly customize the source data, groupings, layout, and formatting to fit your analysis needs. The properties panel is divided into three main tabs—Data, Design, and Advanced Options—each tailored to support different aspects of your visualization.

The available properties may vary depending on the selected view type, ensuring each view presents only settings that are relevant to its visualization style.

Access the Properties panel

To open the properties panel:

1. In the Toolbar panel, click the Properties icon.
2. The properties panel opens on the right, with three tabs: Data, Design, and Advanced Options.

Data

The Data tab contains properties that determine how information is sourced, grouped, and filtered in the view.

Property	Description	View Type
Advanced Filter	Build complex filter criteria using the Advanced Filter dialog. Combine fields, operators, and conditions to focus on the data that matters.	All views.
Reverse Data	Reverse the order of your dataset, showing the last record first and the first record last.	All views.
Series	Choose the fields to plot as series in views. Series define what is measured or compared. Some views have predefined series: Bar – From, To. Pie, Doughnut, Funnel – Slice Field Name. Google Map – Latitude, Longitude. Vector Map – Country field, Region color based on. Tree Map – Value Scatter, Bubble – Show In Pivot Total, X Axis, Y Axis, Bubble Size. Historical – Historical Data, Navigator Field, Date Time Field. Financial – Open, High, Low, Close. Polar – X Axis, Y Axis.	All views except for Worksheets, KPI, and Gauge.
Categories	Defines how data is grouped in views. Categories break down values into meaningful segments.	All views, except for Worksheet, World map, KPI, and Historical.
Groups	Organize worksheet rows by one or more fields to analyze summarized totals or details by group.	Worksheet, KPI.
Columns	Pick which fields appear as columns in your worksheet or what data appears as a series in KPI.	Worksheet, KPI.
Pivots	Reorganize data for comparison by moving fields between columns and rows. Useful for summarizing and spotting trends.	Bar, Line, Worksheet, Scatter, Waterfall, Radar.

Design

The Design tab controls the visual appearance of your view. Options include layout, colors, fonts, and background styling. Available options vary by view type, but the Theme property is available for all views.

General

Property	Description	View Type
Theme	Apply a predefined visual style to the view, including colors, fonts, and backgrounds.	All views.

Advanced Options

All advanced options are grouped under the Interactions section. These settings enhance user experience with features such as animation, auto-refresh, and interaction control.

Property	Description	View Type
Animation	Add animated effects to emphasize data changes and transitions in the view.	Bar, Line, Pie, Gauge, Scatter, Combination, Financial, Polar, Radar.
Auto Refresh	Automatically refresh the view at set intervals to display the latest data without manual updates.	All views.