Titles and subtitles on visual types in Insights

In Insights, you can format visual titles and subtitles to meet your business needs. Insights offers rich text formatting for titles and subtitles, and the ability to add hyperlinks and parameters in titles. You can edit titles in the Format visual pane, or by double-clicking on a title or subtitle in the visual.

Showing or hiding visual titles or subtitles

Use the following procedure to hide or display the title or subtitle for a visual. The visual title is shown by default. After subtitles are created, they're also shown by default.

  1. On the analysis page, choose the visual that you want to format.

  2. At the visual's right, choose the Format visual icon.

  3. In the Format Visual pane that opens at left, choose the Title tab, and then choose from the following settings:

    • Select or clear the Show title check box.

    • Select or clear the Show subtitle check box.

Editing visual titles or subtitles

Use the following procedure to edit the title or subtitle for a visual.

  1. On the analysis page, choose the visual that you want to format and double-click on the title or subtitle in the visual.

    Or, if your titles or subtitles are hidden, you can do the following:

    1. At the visual's right, choose the Format visual icon.

    2. In the Format Visual pane that opens at left, choose the Title tab.

    3. Choose Edit title or Edit subtitle.

  2. In the Edit title or Edit subtitle page that opens, highlight the text that you want to edit, and then choose from the following options:

    • To enter a custom title or subtitle, enter your title or subtitle text in the editor. Titles can be up to 120 characters long, including spaces. Subtitles can be up to 500 characters long.

    • To change the font type, choose a font type from the list at left.

    • To change the font size, choose a size from the list at right.

    • To change the font weight and emphasis, or to underline or strikethrough text, choose the bold, emphasis, underline, or strikethrough icons.

    • To change the font color, choose the color (Abc) icon, and then pick a color. You can also enter a hexadecimal number or RGB values.

    • To add an unordered list, choose the unordered list icon.

    • To change the text alignment, choose the left, center, or right alignment icons.

    • To add a parameter to a title or subtitle, choose an existing parameter from the list under Parameters at right. For more information about how to create parameters, see Setting up parameters in Insights.

    • To add a hyperlink, highlight the text that you want to link, choose the hyperlink icon, and then choose from the following options:

      • For Enter link, enter the URL that you want to link to.

      • Choose the + icon at right to add an existing parameter, function, or computation to the URL.

      • To edit the display text, enter text for Display text.

      • To open the hyperlink in the same browser tab as Insights, select Same tab.

      • To open the hyperlink in a new browser tab, select New tab.

      • To delete the hyperlink, choose the delete icon at bottom left.

      When finished configuring the hyperlink, choose Save.

  3. When you're finished editing, choose Save.