Procedure
1. Toaddacharttitle,dothefollowing:
a. Selectthechartobject.
b. InthePropertiespane,clickTitle,andtypeacharttitle.
c. Toaddadataiteminthecharttitle,changetothePageDesignviewand
dragadataitemtothereporttitleareaonthechart.
2. Toaddalegendtitle,dothefollowing:
a. Selectthelegendchartobject.
b. InthePropertiespane,clickLegendtitleandspecifythetitle.Thedefault
titleisthenameofthedataitem.
c. Toaddadataiteminthelegendtitle,changetothePageDesignviewand
dragadataitemtothelegendtitleareaonthechart.
Note: Ifyouaddadataitemtoyourlegendtitle,whenyouareinPage
Previewview,youcannoteditthedataitem.Toeditthecharttitle,you
mustswitchtothePageDesignview.
3. Toaddanaxistitle,dothefollowing:
a. Selecttheaxischartobject.
b. InthePropertiespane,clickAxistitleandspecifythetitle.Thedefaulttitle
isthenameofthedataitem.
c. Toaddadataitemasanaxistitle,changetothePageDesignviewand
dragadataitemtotheaxistitleareaonthechart.
CustomizingtheColorPaletteofaChart
Youcanusethechartpalettetocontrolthecolorsorpatternsusedinthecolumns,
lines,datamarkers,orareasinachart.
Forexample,if"Telephone"isthefirstinadataseriesofordermethods,andyou
wantittoappearinblue,usethepalettetomakethefirstitemintheseriesblue.
Youcanalsoapplybackgroundeffectstochartobjectsorchangethecolorsof
specificobjects.
Ifspecified,thedefaultcolorisusedforoutputsthatdonotsupportthepalette
definition.Forexample,ifthepaletteisdefinedtousearadialrectanglegradient
andyourunthereportasPDFoutput,thedefaultcolorisusedbecauseradial
rectanglegradientsarenotsupportedinPDFoutput.
Note: Progressivechartshaveaseparatesetofsteps.
Procedure
1. Selectthechartobject.Forcombinationcharts,selectthebar,line,orarea
objects.
2. Tochooseapresetcolorpalette,onthestyletoolbar,clickthechartpalette
presetsbutton
,andthenclickapalette.
3. Tochangetheexistingcolorpalette,dothefollowing:
a. InthePropertiespane,clickPalette.
b. OntheEntriestab,clickthepaletteentrythatyouwanttochange.
c. UnderFill,selectfilltype,color,transparency,andotherfillsettings.The
optionsintheFilltypelistdependonthecharttypeyouareusing.
Chapter5.Charts
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LinearGradientdisplaysagradientthatchangescolorhorizontally.Youcan
specifythepositionofeachcolorinthegradientandaddorremovecolors
fromthegradient.
RadialLineGradientdisplaysagradientthatchangescoloroutwardsfrom
acentralpoint,orfocus.Youcanspecifythepositionofeachcolorinthe
gradientandthesizeandpositionofthefocus.Youcanalsoaddorremove
colorsfromthegradient.
RadialRectangleGradientdisplaysagradientthatchangescoloroutwards
fromarectangle.Youcanspecifythepositionofeachcolorinthegradient
andthesizeoftherectangle.Youcanalsoaddorremovecolorsfromthe
gradient.
Patterndisplaysacoloredpatternthatyouchoosefromapresetlist.You
canspecifytheforegroundandbackgroundcolors.
Colordisplaysasolidcolor.Youcanspecifythetransparency.
Imagedisplaysanimage.Youcanspecifytheimagetouse.
4. UnderStyle,dependingonthecharttypeyouarecustomizingandthefilltype
youchoseinstep2,youcanchangethemarkershape,linestyle,defaultcolor,
andlineweight.
5. Toaddanewpaletteentry,clickthenewbutton
andspecifythenew
palettesettings.
6. Tocustomizethedatamarkers,onthePropertiestab,dependingonthechart
typeyouarecustomizingandthefilltypeyouchoseinstep2,youcanspecify
whetherdatamarkersareshownandchangetheircolorandsize.
7. Tochangetheorderinwhichthecolors,gradients,orpatternsappearinthe
chart,usethearrowbuttonsunderthePaletteboxtochangetheirposition.
8. TocopyandpasteapaletteintheMicrosoftInternetExplorerWebbrowser,
clickthecopybutton
tocopythepalettedefinitiontotheclipboard.
Closethepalettedialogbox.Selectanotherchart,openthepalettedialogbox,
andclickthepastebutton
topastethepalettedefinitionfromthe
clipboard.
CustomizingtheColorPaletteofaProgressiveChart
Youcanusethechartpalettetocontrolthecolorsorpatternsusedinthecolumns,
lines,datamarkers,orareasinachart.
Forexample,if"Telephone"isthefirstinadataseriesofordermethods,andyou
wantittoappearinblue,usethepalettetomakethefirstitemintheseriesblue.
Youcanalsoapplybackgroundeffectstochartobjectsorchangethecolorsof
specificobjects.
Ifspecified,thedefaultcolorisusedforoutputsthatdonotsupportthepalette
definition.Forexample,ifthepaletteisdefinedtousearadialrectanglegradient
andyourunthereportasPDFoutput,thedefaultcolorisusedbecauseradial
rectanglegradientsarenotsupportedinPDFoutput.
Procedure
1. Selecttheprogressivechartobject.
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2. Tochooseapresetcolorpalette,clickthechartpalettepresetsbutton
on
thestyletoolbar,andthenclickapalette.
3. InthePropertiespane,clickProgressivepalette.
Youcanspecifythefollowing:
Positivevaluefilldefinestheappearanceofthepositivebarsorcolumnson
thechart.
Negativevaluefilldefinestheappearanceofthenegativebarsorcolumns
onthechart.
Firstvaluefilldefinestheappearanceofthefirstbarorcolumnonthechart.
Totalvaluefilldefinestheappearanceofthetotalbarorcolumnonthe
chart,ifatotalbarorcolumnispresent.
4. Tochangetheappearanceofafill,dothefollowing:
a. Clickthecoloredboxbesidethefillname.
b. ClickafilltypefromtheFilltypelist.
LinearGradientdisplaysagradientthatchangescolorhorizontally.Youcan
specifythepositionofeachcolorinthegradientandaddorremovecolors
fromthegradient.
RadialLineGradientdisplaysagradientthatchangescoloroutwardsfrom
acentralpoint,orfocus.Youcanspecifythepositionofeachcolorinthe
gradientandthesizeandpositionofthefocus.Youcanalsoaddorremove
colorsfromthegradient.
RadialRectangleGradientdisplaysagradientthatchangescoloroutwards
fromarectangle.Youcanspecifythepositionofeachcolorinthegradient
andthesizeoftherectangle.Youcanalsoaddorremovecolorsfromthe
gradient.
Patterndisplaysacoloredpatternthatyouchoosefromapresetlist.You
canspecifytheforegroundandbackgroundcolors.
Colordisplaysasolidcolor.Youcanspecifythetransparency.
Imagedisplaysanimage.Youcanspecifytheimagetouse.
c. Tochangethecolorofthisfill,clickthecolorintheColorslist,clickColor,
specifythecolorproperties,andclickOK.
5. Tochangethetextofthelabelthatappearsnexttoabar,double-clickthetext
boxbesidethefillnameandspecifythetext.
CreatingaConditionalPaletteinaChart
Youcancreateaconditionalpalettetocolordataitemsindifferentways
dependingonacondition.
Forexample,inacolumnchartthatshowsrevenuepermonth,youwanttomake
thecolumnsforthemonthsthathavearevenuegreaterthan$1000000green.
Youcanalsoconditionalstylestohighlightexceptionaldataanduseconditionsto
controlthelayoutofyourreport.
Procedure
1. Selectthechartseriestowhichyouwanttoapplytheconditionalpalette.
2. InthePropertiespane,clickConditionalpalette.
3. Clicktheaddbutton
andclickNewCondition.
Chapter5.Charts
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4. Ifyouwanttocreateaconditionalpalettebasedonastringdataitem,dothe
following:
v SelectthestringdataitemtodeterminetheconditionandclickOK.
v Clickthenewbuttonandselecthowtodefinethecondition.
v Toselectmorethanoneindividualvalue,clickSelectMultipleValuesand
clickthevalues.
v Totypespecificvalues,clickEnterValuesandtypethevalues.
v Tospecifyyourowncriteria,suchasvaluesthatbeginwiththeletterA,click
EnterStringCriteriaandspecifythecondition.
v UnderPaletteEntry,clicktheeditbutton
besidethenewcondition.
v Definethepaletteentryfilltype,colors,andangle,andclickOK.
5. Ifyouwanttocreateaconditionalpalettebasedonanumericdataitem,dothe
following:
v SelectanumericdataitemtodeterminetheconditionandclickOK.
v Clickthenewbutton
andtypeavaluetodefineathreshold.
ThevalueappearsintheRangecolumn,andtworangesarecreated.
v Foreachrange,underStyle,clicktheeditbutton
todefinethepalette
entryfilltype,colors,andangle,andthenclickOK.
v Repeatthestepsabovetoaddotherconditions.
Tip: UnderStyle,pausethepointerovereachrange
toseethecondition
producedforthatrange.
v Tomoveavalueaboveorbelowathreshold,clickthearrowbutton
next
tothevalue.
Forexample,youinsertathresholdvalueoffivemillion.Bydefault,the
rangesarelessthanorequaltofivemillionandgreaterthanfivemillion.
Movingthefivemillionvalueabovethethresholdchangestherangestoless
thanfivemillionandgreaterthanorequaltofivemillion.
6. Tocustomizethelabelforaconditionalpalette,dothefollowing:
v ClickLabelbesidethepaletteentry.
v IntheConditionalPaletteEntryLabeldialogbox,clickSpecifiedtextand
clicktheellipsis(...)button.
v TypethedefaultlabeltextintheLabeltextbox.
v Toaddcustomizedlabelsforotherlanguages,clicktheaddbutton
,
selecttheotherlanguages,andclickthelanguagetodefinethecustomized
labelforthatlanguage.
7. Specifytheorderinwhichtoevaluatetheconditionsbyclickingacondition
andthenclickingthemoveupormovedownarrow.
Conditionsareevaluatedfromtoptobottom,andthefirstconditionthatismet
isapplied.
AddBackgroundEffectstoaChartObject
Youcanchangethelookofcertainchartsandchartobjectsbyapplyingvisual
effectssuchasdropshadows,borders,fills,textureeffects,andbeveleffects.
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Procedure
1. Selectthechartobject.
2. Toapplyapresetbackgroundfilleffect,fromthetoolbar,clickthebackground
effectspresets
button.
3. Toaddacustomfilleffectandborder,dothefollowing:
v InthePropertiespane,clickBackgroundeffects.
v ClickBorderandspecifysettingsforborderstyle,width,color,cornerradius
forroundedrectangles,andtransparency.
Ifthechartobjectalsoincludesafillwithatransparencysetting,selectthe
Allowtransparentbleedcheckboxtoapplythesametransparencytothe
border.
v ClickFillandspecifythesettings.
Thefilleffectcaneitherbeasolidcolor,agradient,orapattern.Youcan
defineagradientfilleffectasalinear,radialline,orradialrectanglegradient.
4. Toaddatextureeffect,inthePropertiespane,underMaterialeffects,clickan
effect.
5. Toaddadropshadow,dothefollowing:
v InthePropertiespane,clickDropShadow.
v SelecttheDropshadowcheckbox.
v FromtheShadowcolorlist,clickacolor.
v UnderBlur,clickanintensitytosetthedropshadow'sblur.
v UnderOffset,enteravalueandaunittodefinethewidthandheightofthe
dropshadow.
v UnderTransparency,typeapercentagetodeterminethetransparencyofthe
shadow.
6. Toaddabevel,inthePropertiespane,underBevel,clickabeveleffect.
Relatedtasks:
“AddColortoanObject”onpage142
Youcanaddbackgroundandforegroundcolortoobjectsinthereport.
AddColoredRegionstoaChart
Youcandefinecoloredregionsinthebodyofachart.
Forexample,youcandividethebackgroundofascatterchartintoquadrantsand
coloreachquadrant.
Youcanaddcoloredregionstobubble,bullet,combination,Pareto,progressive
column,andscattercharts.
Inbulletcharts,coloredregionsareautomaticallyadded.
Youcanusethefollowingcriteriatopositionthecoloredregions.
Option
Position
PercentonAxis(%)
Usesapercentageofthefullrangeofthe
axis.
Forexample,iftheaxisrangeis-500to1100,
aPercentonAxisvalueof25%putsthe
baselineat-100(25%oftherange,1600).
Chapter5.Charts
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Option
Position
NumericValue
Usesastaticnumericvalue.
Mean
Usesthestatisticalmeanplusorminusa
numberofstandarddeviationsbasedonall
charteddatavaluesonthespecifiedaxis.
Percentile(%)
Usesaspecifiedpercentile.
StatisticalMaximum
Usesthefollowingexpression:
25thpercentilevalue-1.5*(75thpercentile
value-25thpercentilevalue)
Forexample,if2.5isthe25thpercentileand
7.5isthe75thpercentile,thestatistical
minimumis-5[2.5-1.5(5)=-5].
StatisticalMinimum
Usesthefollowingexpression:
75thpercentilevalue+1.5*(75thpercentile
value-25thpercentilevalue)
Forexample,if2.5isthe25thpercentileand
7.5isthe75thpercentile,thestatistical
maximumis15[7.5+1.5(5)=15].
QueryCalculation
Usesaquerycalculationfromthesame
queryorfromadifferentquery.Formore
information,see“InsertingaQuery
Calculation”onpage96.
LayoutCalculation
Usesalayoutcalculation.
CategoryIndex
Specifiesapositionbasedontheindexvalue
ofthedataiteminthecategoriesaxis.The
valuemustbebetween0and100.
Forexample,aCategoryindexvalueof1
indicatesthatthepositionislocatedatthe
firstdataitem.Thisisthedefault.
Youcanalsocombinecoloredregionswithgridlines.
Note: Thisprocedureappliesonlytothecurrentdefaultcharts,anddoesnot
applytothelegacycharts.
Procedure
1. Selectthechartobject.
2. InthePropertiespane,clickColoredregions.
3. Clickthenewbutton
,
4. UnderRegionlabel,typeanamefortheregion.
5. UnderLabellocation,specifywhetherthelabelshouldappearinthelegend
orinthechart.
6. Ifyourchartincludesmultiplecharts,suchasinacombinationchart,under
Basedon,selectthedataitemforwhichyouwanttospecifyacoloredregion.
7. UnderRegionfill,clickthecolorboxtospecifythecolorandfilleffects.
8. Specifyeachofthetop,bottom,left,andrightpositions.
9. Ifyouwanttoaddmorecoloredregions,repeatsteps3to8.
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10. Ifyouaddmorethanonecoloredregion,specifytheirorderusingtheupand
downarrows.
Theregionsaredrawninthesameorderthattheyappearinthislist.Thefirst
regionisdrawnfirst,onthebottom,andthelastregionisdrawnontopof
theotherregions.
Tip:Todeleteacoloredregion,clickthecoloredregioniconandtextandclick
thedeletebutton
.
Results
ThenewregionappearsintheColoredregionsbox.
CustomizingtheAxesinaChart
Chartaxesarelinesthatborderthechartareaandprovideareferencefor
measurements.Theyactasavehiclefortickmarksandscalesandformaframe
aroundthechart.TheY-axisisusuallytheverticalaxisandcontainsdata.The
X-/axisisusuallythehorizontalaxisandcontainscategories.
Tomakeyourchartdataeasiertounderstand,youcandothefollowingto
customizeeachaxis:
v customizethetitlefortheaxis
v showorhidetheaxislabels(datavalues)
v showorhidetheaxisline
v changethecolor,style,andweightoftheaxisline
v showorhidemajorandminortickmarksandspecifywheretodisplaythem
Procedure
1. Selecttheaxischartobject.
2. Toshoworhidetheaxislabels,inthePropertiespane,selectorcleartheAxis
labelcheckbox.
3. Toshoworhideaxislines,inthePropertiespane,clickAxislines,andselect
orcleartheAxislinecheckbox.
4. Tochangethecolor,style,andweightoftheaxisline,inthePropertiespane,
clickAxislines.
5. Toshoworhideminorandmajortickmarksandspecifytheirlocation,inthe
Propertiespane,clickAxislines.
ChangetheAxisScaleofaChart
Bydefault,IBMCognosWorkspaceAdvancedautomaticallydeterminesthe
minimumandmaximumscalevaluesfortheaxesinachart.
Forexample,aY-axisshowingrevenuevaluesmighthaveanaxisrangeofzero
dollarstoonemilliondollars.Youcancustomizetheaxisscale,orrange,tomake
yourcharteasiertounderstand.Youcanspecifythefollowingforeachaxis:
v themaximumandminimumvaluesoftherange
v howoftenmajorandminorgridlinesappear
Procedure
1. Selecttheaxischartobject.
2. InthePropertiespane,clickAxisrange.
Chapter5.Charts
75
3. Tosetamaximumvalueforthisaxis,underMaximum,clickManual,andthen
typeamaximumvalueintheManualbox.
Note: Youcanuseeitherapositiveornegativevalueasthemaximumvalue.
4. Tosetaminimumvalueforthisaxis,underMinimum,clickManual,andthen
typeaminimumvalueintheManualbox.
Note: Youcanuseeitherapositiveornegativevalueastheminimumvalue.
5. Tosetthepositionofmajorgridlinesandtickmarks,underMajorinterval,
clickManual,andthentypethedistancebetweenmajorgridlinesandtick
marksintheManualbox.
Thedistancebetweenmajorgridlinesandtickmarksismeasuredintheunits
ofthataxis.Forexample,iftheaxisisrevenueindollars,typethedollarvalue
intheManualbox.
6. Toaddminorgridlines,typethenumberofminorgridlinesthatyouwantto
seebetweeneachmajorgridlineintheNumberofminorintervalsbox.
ShowGridlinesinaChart
Tomakethedatainachartthatincludesaxeseasiertoread,youcanshow
horizontalandverticalgridlines.Youcanshowgridlinesforthemajororminor
intervalsontheaxes.
Youcanalsoshowalternatingbandsofcolorinthechartbackgroundthat
correspondtoyouraxisgridlines.
Youcannotshowgridlinesforcharttypesthatdonotdisplayaxes,suchaspieand
donutcharts.
Procedure
1. Selecttheaxischartobject.
2. Toshowalternatingbandsofcolorasyourchartbackground,dothefollowing:
v InthePropertiespane,clickGridlines.
v SelecttheShowalternatingcolorbandscheckbox.
v Setthecolorandtransparencyofthefirstandsecondcolors.
3. Toshowmajorgridlinesasyourchartbackground,dothefollowing:
v InthePropertiespane,clickGridlines.
v SelecttheShowmajorgridlinescheckbox.
v Setthecolor,style,andweightofthemajorgridlines.
v Ifyouareworkingwithagaugechart,specifythelengthofthegridline.
4. Toshowminorgridlinesasyourchartbackground,dothefollowing:
v InthePropertiespane,clickMinorgridlines.
v SelecttheShowminorgridlinescheckbox.
v Setthecolor,style,andweightoftheminorgridlines.
v Ifyouareworkingwithagaugechart,specifythelengthofthegridline.
CustomizetheLegendofaChart
Youcancustomizethelegendanditselements,includingitstitle,position,and
items.
Youcanhideorshowthelegendandchangeitspositionrelativetothechart
object,chartarea,orusingaspecificreportexpression.Forexample,inabarchart
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IBMCognosWorkspaceAdvancedVersion10.2.0: UserGuide
showingrevenueforeachproductlinebycountryorregion,youcouldusethe
expression[CountryorRegion]='Canada'topositionthelegendrelativetothe
Canadabar.
Youcanchangethetitlethatappearsabovethelegend.
Ifyourlegendincludesitemsthataretoolong,youcantruncatelonglegenditems
ataspecificnumberofcharacters.
Forexample,ifyouwantanellipsis(...)toappearattheendofeachtruncated
legenditem,type...intheTruncationtextbox.
Procedure
1. Selectthechartobject.
2. InthePropertiespane,clickLegend.
3. Toshowthelegendonthechart,selecttheShowlegendcheckbox.
4. Tochooseapresetlegendposition,clickPresetandclickapositionfromthe
diagram.
Note: Whenyouchooseapresetlegendposition,thatpositionappearsinside
anypaddingthatyouhaveaddedtothechartobject.Customizedlegend
positionsdonotincludeanychartpadding.
5. Tochooseacustomizedlegendposition,dothefollowing:
v ClickAdvancedandclicktheellipsis(...)button.
v Todisplaythelegendatasetdistancefromthesidesofthechartarea,from
theAnchorlist,clickRelativetoChart.
v Todisplaythelegendatasetdistancefromthesidesofthechartbody,from
theAnchorlist,clickRelativetoChartBody.
v Todisplaythelegendatasetdistancefromareportexpression,fromthe
Anchorlist,clickReportExpression,clicktheellipsis(...)buttonbeside
Expression,andenteranexpressionintheReportExpressiondialogbox.
v Setthehorizontalandverticaldistancesfromtheanchor.
6. Tochangethetextthatappearsasthelegendtitle,selectthelegendobject,and
inthePropertiespane,clickLegendtitleandspecifythetitle.
7. Totruncatetheitemsinthelegend,dothefollowing:
v Selectthelegendobject.
v InthePropertiespane,clickTexttruncation.
v Tospecifythenumberofcharactersatwhichthelegenditemsaretruncated,
clickManualandtypethenumberofcharactersintheMaximumcharacters
box.
v Toshrinkthefontofthelegenditemtextuntilallthetextfitsinthelegend,
selecttheShrinkfontasneededcheckbox.
v Tospecifysometexttoappearattheendoftruncatedlegenditems,typethe
textintheTruncationtextbox.
AddingaNotetoaChart
Addanotetoacharttoprovideadditionaldetail.Notesappearastextinachart.
Bydefault,notesarealignedwiththeupperleftcornerofthechartobject.Youcan
changethepositionofanoterelativetothechartobject,orchartarea,orbyusing
areportexpression.Forexample,inabarchartshowingrevenueforeachproduct
Chapter5.Charts
77
linebycountryorregion,youcouldtype[CountryorRegion]='Canada'to
positionthenoterelativetotheCanadabar.
Notesoverwritewhateverisunderthemsoyoumustpositionthemproperly.
Ifyouapplymorethanonenote,ensurethateachnotehasadifferentpositionin
thereportsothattheydonotoverwriteeachother.Youcanalsospecifytheorder
thattheyshouldbedrawninwhenthereportruns.Ifyouhavetwonoteswiththe
samecoordinates,thefirstoneinthelistisdrawnfirstandthenextoneisdrawn
ontopofthefirst.
Procedure
1. Clickthechartobject.
2. InthePropertiespane,clickNotes.
3. Clickthenewbutton
.
4. TypethenotetextintheTextboxandclickOK.
5. Topositionthenote,dothefollowing:
v Selectthenoteobject
inthechart.
v InthePropertiespane,clickPosition.
v Toalignthenotehorizontally,clicktheleft,center,orrightalignmentbutton.
v Toalignthenotevertically,clickthetop,middle,orbottomalignment
button.
v Tosetthemarginsaroundthechartbody,typethedesiredmarginvalues,
andchoosemarginunits.
v Todisplaythenoteatasetdistancefromthesidesofthechartarea,fromthe
Anchorlist,clickRelativetoChart.
v Todisplaythenoteatasetdistancefromthesidesofthechartbody,from
theAnchorlist,clickRelativetoChartBody.
v Todisplaythenoteatasetdistancefromareportexpression,fromthe
Anchorlist,clickReportExpression,clicktheellipsis(...)buttonbeside
Expression,andenteranexpressionintheReportExpressiondialogbox.
6. Toeditthetext,double-clickthetextnexttothenoteobject
inthechart.
Ifthenotecontainsnon-textitems,suchascalculationsormeasures,youmust
firstswitchtothePageDesignview(View,PageDesign).
AddingaBaselinetoaChart
Baselinesarehorizontalorverticallinesthatcutthroughthecharttoindicate
majordivisionsinthedata.
Forexample,youcanaddabaselinetoshowasalesquotaorbreak-evenpoint.
Eachbaselinerepresentsavalueonanaxis.
Dependingonthetypeofchart,youcanusethefollowingoptionstopositionthe
baseline.
Option
Description
NumericValue
Usesastaticnumericvalue.
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IBMCognosWorkspaceAdvancedVersion10.2.0: UserGuide
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