Chart Color Palette

Use the power of design to enhance your data-driven insights. 

Bring your data to life with Chart Color Palettes. Create consistency with a default palette or unleash creativity by designing and managing multiple palettes tailored to your company’s needs. Effortlessly assign a primary palette from a centralized branding location, applying it seamlessly across Explore and Storyboards to ensure a cohesive look for all charts not using customized palettes.

Permissions

There are two permission levels;

1. Admin  
   1. Administrators with the Application Access Permission 'CanConfigureCompany' can create Chart Color Palettes from Branding.
2. User
   1. Users with the Application Access Permission 'CanCreateDashboard' and the Storyboard Permission 'Can View & Edit' can apply the Chart Color Palettes to a Storyboard or individual tiles within a Storyboard. 

To both create and apply the Tile Style template, you will need all of the following permissions; 

• CanConfigureCompany,
• CanCreateDashboard, and 
• Can View & Edit

Where to find 

Elements of Tile Style are found in three different sections;

1. Under the Admin > Branding tab
2. Under Modify Mode in a Storyboard, and 
3. Under Modify Mode then Tile Settings icon > Design tab > Chart Color Palette
4. Under Modify Mode then Tile Settings icon > Design tab > Chart Color Palette > Custom Palette for this Chart

1. Admin tab

This is where Admins with the permission CanConfigureCompany can create or edit Chart Color palettes. The system default palette and a palette assigned as the primary palette cannot be deleted. 

To create a new palette:

1. Go to Admin>Branding>Chart Color Palette
2. Click on a palette to show the three action dots
3. Click on the three dots and select Copy from the dropdown menu
4. The Copy of…  will be added to the bottom of the list of Chart Color Palettes. 
5. Make changes in the right hand menu:
   • Palette Name
   • Color values - support both Hex codes and RGBA values:
     • Hex codes: Represent colors using hexadecimal values (e.g., #FFFFFF for white).
     • RGBA: Stands for Red, Green, Blue, and Alpha (opacity) and allows for more precise color control, including transparency (e.g., rgba(255, 255, 255, 0.5) for semi-transparent white).
     • Drag and Drop - to reorder color values
     • Delete - to remove a color value from the palette
     • Refer to How to apply your branding to your One Model instance - Branding User Guide for more information on using the Color Picking Tool.
   • Add Color - to add a color value
6. Save  - as palette

To edit a template:

1. Go to Admin>Branding>Chart Color Palette
2. Click on a template to edit
3. Make changes in the right hand menu.

 To delete a template:

1. Go to Admin>Branding>Chart Color Palette
2. Click on a template to show the three action dots
3. Select Delete

Select as the Primary Palette:

1. Go to Admin>Branding>Chart Color Palette
2. Click on a template to show the three action dots
3. Select Select as the Primary Palette
4. A pop-up will appear with the following message:

Are you sure you want to select this Chart Color Palette as your Primary Palette? This will update all Storyboards to use this palette, except for Storyboards that have been configured individually.

5. Click Continue to apply the changes or Cancel to discard the action.

2. Applying your palettes - Edit Mode in a Storyboard

To apply your Chart Color Palette to an entire Storyboard, across all pages: 

1. Open your Storyboard
2. Click on the pencil icon at the top right of your screen to enter Edit Mode
3. Click on the Storyboard Style icon at the top right of the screen, between the + and the save buttons.
4. Find and select your Chart Color Palette under the section
5. The Palette will be applied to your entire Storyboard
6. Save your changes or exit without saving to discard

Note: There is a hierarchy of ordering that applies to changes made at the Chart and Storyboard levels. Changes to an entire Storyboard will apply to all charts EXCEPT those charts with individual chart color palettes applied.

3. Applying your templates - Edit Mode to a Chart

To apply your Tile Style to an individual chart: 

1. Open your Storyboard
2. Click on the pencil icon at the top right of your screen to enter Edit Mode
3. Go to the chart you want to apply the palette
4. Hover above the title to reveal the tile menu
5. Click on the Settings icon
6. Click on the Design tab > Chart Color Palette section
7. Find and select your palette
8. The Palette will be applied to your individual chart
9. Click Update to Storyboard
10. Save your changes or exit without saving to discard

Note: The hierarchy of ordering, described above, applies to changes made.

4. Applying a Custom Palette - Edit Mode to a Chart

To apply a Custom Palette for an individual Chart: 

11. Open your Storyboard
12. Click on the pencil icon at the top right of your screen to enter Edit Mode
13. Go to the chart you want to apply the palette
14. Hover above the title to reveal the tile menu
15. Click on the Settings icon
16. Click on the Design tab > Chart Color Palette section
17. Select Custom Palette for this Chart
18. Update the Palette colours, Delete or Add Color as required
19. Click Update to Storyboard
20. Save your changes or exit without saving to discard

Note: The hierarchy of ordering, described above, applies to changes made.

Sharing 

Sharing your Storyboards and your Charts, remains unchanged. You simply share the Storyboards and export the tiles the same way. View this article for more information about sharing your Storyboards.  One thing to be aware of is that changes to the primary palette including edits will apply to ALL users. 

Notes for Explore and Chart Palette Options

Historically, chart color palettes were configured within the Explore tab. While this method is still available, we recommend managing chart color palettes centrally via the Branding page for better consistency and easier administration across Storyboards and Storyboard Tiles.

To change the colors of your data visualizations and query results:

1. Go to the Explore tab
2. Click on Edit Options in the left hand menu
3. Select Chart Palette Options
4. Make your changes 
5. Save or leave without saving to discard

Note: Color palettes saved in Explore will also appear under Admin > Branding > Chart Color Palette to support backward compatibility.