Customize chart axis range

You can configure maximum and minimum values for chart axes to control the range of data displayed. By default, Sigma automatically sets the axis range based on the columns used. You can override the default axis range to adjust how data is displayed in a chart, or use a custom formula to dynamically change the range based on your data.

Configuring the chart axis range is only available for the following chart types:

• Bar charts
• Box and whisker charts
• Combo charts
• Line charts
• Area charts
• Scatter plots
• Waterfall charts

This document explains how to customize the minimum and maximum range of a chart axis.

User requirements

The ability to set a custom chart axis range requires the following:

• To edit a chart in a workbook, you must be assigned an account type with the Full explore or Create, edit, and publish workbooks permission enabled.

• To edit a chart in a report, you must be assigned an account type with the Create, edit, and publish reports permission enabled.

• You must be the workbook or report owner or be granted Can explore or Can edit access to the document.

Limitations

When customizing the axis range of a chart, consider the following limitations:

• You cannot set a custom axis range for an axis with a scale type of Ordinal.
• You cannot dynamically set a minimum or maximum for an axis using a formula if the axis uses a date column.

Configure a custom chart axis range

After adding at least one column to the Y-axis or the X-axis of a chart, you can change the axis range to define the maximum and minimum values for the axis. By default, Sigma automatically chooses a range based on the columns used for the X and Y-axes.

1. Open a workbook or report for customizing or editing.

2. Select the chart you want to edit.

3. In the Format tab of the editor panel, select X-axis or Y-axis to expand the section.

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   If your chart has a secondary X-axis or Y-axis, you can click X-axis 2 or Y-axis 2 to customize the secondary axis. For more information on adding a secondary chart axis, see Add a second chart axis.

4. For Axis range, select Min-max.

5. In the Range minimum field, configure a minimum value for the axis:

   • To define a minimum using a constant value, enter the value you want to use as the minimum of the chart axis. Or, to use the default minimum, leave the field blank.
   • To define a minimum using dynamic text that references a control value or column, press = to open the formula bar and enter a formula.

6. In the Range maximum field, configure a maximum value for the axis:

   • To define a maximum using a constant value, enter the value you want to use as the maximum of the chart axis. Or, to use the default maximum, leave the field blank.
   • To define a maximum using dynamic text that references a control value or column, press = to open the formula bar and enter a formula.

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You can use dynamic text to change a chart's range based on your workbook's data. For example, to automatically extend the Y-axis for a chart showing costs by quarter to the budget ceiling rather than the maximum of the costs, you can use a formula like Max([Budget]) in the Range maximum field. See the function index for more information on writing formulas in Sigma.

Reset chart axis range

To return an axis to its default range:

1. Open a workbook or report for customizing or editing.
2. Select the chart you want to edit.
3. In the Format tab of the editor panel, click X-axis or Y-axis to expand the section.
4. For Axis range, select Auto to recalculate the range based on the data in the chart. Or, click Reset to default.