Chart Customization
Overview
The Dashboard lets you change how a chart looks without changing the scenario data behind it. You can:
- show, hide and restyle individual series;
- change the chart type;
- control the axes, grid lines and labels;
- choose where tooltips appear;
- add reference lines and shading;
- arrange the panels around the chart;
- prepare a chart for fullscreen viewing or export.
Customization happens in three places:
| Where | What it changes |
|---|---|
| Chart Toolbar | Quick toggles: Reset Zoom, Start Y at Zero, Freeze Y Axes, Axis Labels, Tooltip Location, Fullscreen, Reset Series Visibility, Show/Hide Legend |
| Series options (right-click a legend item) | One series: visibility, name, axis, type, line, colour, opacity, markers and more |
| Chart Settings (toolbar button) | The whole chart: axes, grid lines, chart type, reference lines, shading, overlays |
Not every option is available in every viewer. Some viewers have their own chart form (for example the Profiles box plot or the Flow Duration Curve).
What Chart Customization Is Used For
- Focusing on one metric in a dense chart.
- Telling overlapping lines apart.
- Comparing periods on the same Y-axis scale.
- Marking a threshold with a reference line or shading.
- Removing clutter before a presentation, screenshot or export.
The controls change only how the loaded data is presented.
Series Visibility
Show or Hide a Series
Click a legend entry to hide or show that series. Hidden series are still part of the chart data; they are just not drawn.
Reset Series Visibility
The Reset Series Visibility button in the Chart Toolbar shows all hidden series again. Chart Settings → Series also lists every series with a visibility checkbox and a Show All button when a series is hidden.
Hide the Legend
Show/Hide Legend in the Chart Toolbar hides or shows the legend itself.
Series Options
Right-click a legend entry (or a line on the chart) to open the Series options panel for that series.
| Part | What it does |
|---|---|
| Solo | Shows only this series; press again to show all series |
| Reset this series | Puts this series back to its original style |
| Name & axis | A custom display name for the series and, on charts with two Y axes, Left axis or Right axis |
| Type | Line, Spline, Area, Area Spline or Column. Not offered on stacked charts (Fuel Stack, Bid Stack, AggregateStack). |
| Line | Width and Style (Solid, Short Dash, Short Dot, Dash Dot, Dash, Long Dash, Long Dash Dot, Long Dash Dot Dot, Dot) |
| Colour | Colour picker, hex value, recently used colours and a palette |
| Opacity | Series opacity and, for filled series, fill opacity |
| Display | Show in legend, Markers (shape and size), Data labels, Layer order (Forward / Back) |
| All series | Reset all puts every series back to its original style; Apply this style copies this series' style to every series |
When you right-click a line on the chart, the panel also offers actions at that point in time: Add note here…, Copy value, and where they apply Unit details…, What set this price? and Show in Chart 2 / Chart 1. On the Comparison chart it also offers Open scenario.
A preview at the top of the panel shows the series' current style.
Axis Customization
Automatic Y-Axis Scaling
Most viewers scale the Y axis to the visible data. As you move to a quieter or busier period, the axis narrows or widens.
Start at Zero
Start Y at Zero makes the Y axis start at zero instead of an automatic minimum, which makes absolute sizes clearer. The setting is stored per viewer. It is on by default for Bid Stack, Fuel Stack, DGP, Net Load and Economics, and off for the other viewers.
Freeze Y Axes
Freeze Y Axes keeps the current Y-axis range while you move through periods:
- Go to a representative period.
- Adjust the chart until the Y range you want is shown.
- Turn on Freeze Y Axes.
- Move to other periods and compare them on the same scale.
- Turn it off to return to automatic scaling.
Chart Settings → Y-axis
| Setting | What it does |
|---|---|
| Start at Zero / Freeze Axes | Same as the toolbar toggles |
| Same y-axis as the other chart | When two charts are open, both charts use the same range for axes with the same unit |
| Primary Axis | Auto Scale, or manual Min and Max |
| Secondary Axis | Shown when the chart has a second Y axis (for example Price next to MW): Lock to Primary, Auto Scale, Min, Max |
| Level Axis (MWh) | Storage viewer only: Auto Scale, Min, Max |
| Axis labels | Your own titles for the Y axis and X axis, with Reset to built-in |
Type a Min or Max and press Apply or Enter to apply it.
Grid Lines and Axis Labels
| Setting | Default |
|---|---|
| Y Major | On |
| Y Minor | Off |
| X Major | Off |
| X Minor | Off |
Axis Labels (toolbar or Chart Settings → Visual) shows or hides the axis titles. It does not remove the scale values or grid lines.
Visual Settings
| Setting | What it does |
|---|---|
| Axis Labels | Shows or hides the axis titles |
| Animations | Animated chart transitions (on by default). Turned off automatically in Low performance mode. |
| Show values on chart | Writes the values on the chart |
| Text size | Size of the chart text |
| Chart type | Line, Area, Column or Spline for the whole chart |
| Stacking | For stacked viewers (Net Load, Fuel Stack, Bid Stack, Sub-Group Trace): Normal or 100%. With 100% the axis shows percent of total; tooltips still show actual values. |
Reference Lines and Shading
- Reference lines — + Add line draws a horizontal line at a value, with an optional label, colour and Y axis. Lines can be removed again. Event markers draws thin vertical marks where events start (price at the cap, reserve short, link at its limit).
- Shade above / below — shades the area above or below a value for a chosen series, in a colour of your choice.
Tooltip
| Setting | What it does |
|---|---|
| Enable Tooltips | Turns tooltips on or off |
| Location | Tooltip panel (default; values in the Tooltip dock panel), Follow Cursor, or Floating (a box you can drag on the chart) |
| Link hover across charts | Hovering a time in one chart shows the same moment in the other charts (on by default) |
The Tooltip panel shows up to 20 series.
Overlay Opacity
Chart Settings → Overlay opacity sets how opaque the background of the Chart Title overlay and the floating Tooltip Box are, from transparent to fully opaque.
Data Source
Chart Settings → Data source chooses where chart data is read from: Auto (the scenario's results file when available, otherwise CSV), CSV or .isdb. A note below it says whether the current scenario has a results file.
Panels Around the Chart
The panels around the chart — Statistics, Tooltip, Readout, Object Summary, Generation Mix and others — are dock panels. Open and close them, choose a built-in layout (Analysis, Presenting, two-chart layouts) or save your own layout from Panels ▾ in the Chart Toolbar. See Panels and Layouts.
Resetting
| Control | What it resets |
|---|---|
| Reset Zoom | The zoom only |
| Reset Series Visibility | Shows hidden series |
| Reset this series / Reset all (series options) | Series styles |
| Reset this chart (toolbar ⋮ or Chart Settings) | This chart's axes, lines, labels, series styles, legend and zoom. An Undo is offered; saved views are not changed. |
| Reset all (Chart Settings) | All chart settings back to their defaults |
The Chart Settings footer also has Customize toolbar… and Done.
Viewer-Specific Considerations
The legend always reflects the series available for the selected object, scenario, viewer and data. For example:
- Bid Stack contains one series per bid-price tier plus Demand, Generation and Price.
- Net Load stacks VRE Generation and Residual Load with Demand, Generation and Price lines; hiding Price can remove the secondary axis.
- Fuel Stack has one series per fuel type present.
- Profiles is a 24-hour box plot with its own Display menu (profile type, day type) and no date navigation.
Exporting a Customized Chart
Image exports (PNG, JPEG, PDF, SVG and Copy chart) show the chart as styled, including visible series, legend and axis labels. CSV and XLSX contain the chart's data. Export options… sets size, resolution, title, subtitle, footnote, text size, legend, gridlines, line weight, tooltip and notes for the exported picture. See Exporting Charts and Data.
Recommended Customization Workflows
For Detailed Analysis
- Select the object and viewer.
- Hide series you do not need, or Solo one series.
- Zoom into the period of interest.
- Use the Tooltip panel to read values.
For Presentation
- Hide unneeded series and adjust colours and line widths.
- Turn off grid lines or axis labels you do not need.
- Choose the Presenting layout or Fullscreen.
- Export the chart, or use Views ▾ → Present saved views.
For Comparing Periods
- Go to a representative period.
- Turn on Freeze Y Axes (or set a manual Min and Max).
- Step through periods with Previous / Next.
Quick Reference
| Task | Use |
|---|---|
| Hide or show a series | Click its legend entry |
| Show all hidden series | Reset Series Visibility |
| Show only one series | Right-click legend → Solo |
| Change a series' colour, line or type | Right-click legend → series options |
| Rename a series | Right-click legend → Name & axis |
| Start the Y axis at zero | Start Y at Zero |
| Keep one Y scale across periods | Freeze Y Axes |
| Set a manual axis range | Chart Settings → Y-axis |
| Add a threshold line | Chart Settings → Reference lines |
| Change grid lines | Chart Settings → Grid lines |
| Change tooltip location | Tooltip Location |
| Put the chart back to defaults | Reset this chart |