Chart Settings in INSIA let you control how KPIs appear, ensuring visuals are easy to read, trust, and act on.
Purpose of Chart Settings
Chart Settings help you:
Improve KPI readability
Highlight what matters most
Maintain visual consistency across dashboards
Prepare charts for leadership reviews and presentations
All changes are visual-only your data remains accurate and unchanged.
What You Can Do Using Chart Settings
With Chart Settings in INSIA, you can:
Control number formatting, units, and decimal precision
Style chart titles and text for clarity
Adjust alignment and layout for clean dashboards
Apply background and color settings for consistency
These options help transform raw metrics into leadership-ready insights.
Step-by-Step: Using Chart Settings in INSIA
Step 1: Access Chart Settings
Go to the Search Bar
Enter a KPI or business metric
Results appear instantly as a tile chart
Click Chart Settings to begin customization
This allows you to refine how the insight is displayed before adding it to a dashboard.
Try opening Chart Settings from Smart Search
Step 2: Chart Settings Sections
INSIA organizes chart customization into four clear sections:
General Settings
Style Settings
Change View
Color Settings
Each section focuses on a specific aspect of presentation, keeping customization intuitive.
Step 3: General Settings
Control how numbers are displayed
Adjust decimal precision using the toggle
Increase or decrease decimal places
Enable unit prefixes (K, M, Cr, etc.) for better readability
These settings ensure KPIs are easy to scan and understand at a glance.
Step 4: Style Settings
Make titles clear and presentation-ready
Edit the chart title
Apply text formatting (bold, italic, underline)
Change font size, font style, and font color
Align titles left, center, or right
Clear titles reduce explanation time during reviews.
Step 5: Change View
Maintain clean and balanced layouts
Adjust chart alignment (left, center, or right)
Ensure consistent placement across dashboards
This helps dashboards look structured and professional.
Step 6: Color Settings
Improve clarity without distraction
Change chart background color
Maintain a consistent visual theme across dashboards
Subtle, consistent colors enhance focus without overwhelming users.
When to Use Chart Settings
Chart Settings are especially useful when:
Preparing dashboards for leadership or board reviews
Standardizing KPI visuals across teams
Improving clarity during live discussions
Aligning dashboards for presentations or exports
They help ensure insights are always decision-ready.
Leadership Tip 💡
Consistency builds trust.
Use the same units, title styles, and color themes across dashboards so leaders can focus on insights not interpretation.
Do’s and Don’ts for Chart Settings
Do’s
✔ Use unit prefixes for large numbers
✔ Keep chart titles short and outcome-focused
✔ Maintain consistent formats across similar KPIs
Don’ts
✖ Avoid excessive decimal precision
✖ Avoid bright or inconsistent backgrounds
✖ Avoid styling that distracts from the insight
Before vs After: Why Chart Settings Matter
Before | After |
Raw numbers | Clean KPI tiles |
Inconsistent formats | Consistent units and precision |
Unclear titles | Clear, leadership-friendly titles |
The result: faster understanding and better decisions.
Common Mistakes to Avoid
Over-styling charts instead of improving clarity
Mixing units or formats across similar KPIs
Using detailed tables when summary tiles are sufficient
Showing numbers without titles or context
Avoiding these mistakes keeps dashboards focused and effective.
How Chart Settings Work with Smart Search and Dashboards
Chart Settings integrate seamlessly with Smart Search and Dashboards.
Discover KPIs instantly using Smart Search
Refine visuals using Chart Settings
Add polished KPIs directly to dashboards
This creates a smooth flow from question → insight → presentation.
Why This Matters
Clear visuals:
Reduce explanation time
Improve alignment across teams
Enable faster, more confident decisions
Chart Settings ensure insights speak for themselves.
Closing Note
Chart Settings in INSIA give you full control over how insights are presented—without affecting the data behind them. You can confidently experiment, refine, and standardize visuals knowing your insights remain accurate and reliable.
Watch the video: How to Customize Charts Using Chart Settings in INSIA
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