For making changes and maintaining the reports efficiently, you can “bulk edit” charts instead of making changes in one chart at a time. For example, you can change the background color, the number of decimals, or the font in all charts in the project (or just some of the charts) with only a few clicks. Bulk editing supports updates of the most common settings, but settings that are object specific are not supported due to the nature of the feature. The list below shows examples of settings that can be bulk edited:
- Chart selections: Chart type, series option (stacked, side by side, etc.), legend position, show values, the number of decimals, etc.
- Time Settings: Interval, time period, etc.
- Axis and Texts: Units, y-axis text, x-axis text, scale settings, etc.
- Chart Layout Settings: Font, text size, colors, borders, shadows, etc.
- Tool-tip options
- Weight variable
Some object specific settings that cannot be bulk edited are the selected questions, answer and filters, and some special settings which are dependent on things like the questions or the axis/legend positioning, like Sorting, Mean value series, Percentile settings, and Benchmark settings.
To apply changes from one chart to other charts, you need to enter the bulk edit mode which can be found in the chart setup view (see the image below). The image below shows the link to click to entering the bulk editing mode.
The bulk edit view consists of two tabs: Settings and Objects. In the Settings tab, you can select the settings to be applied to other charts, and in the Objects tab you can select the charts to be updated. You need to make selections in both these tabs before the bulk editing can be applied.
In the Settings tab, you select which settings to apply to other charts. The settings are divided into Filters, Settings, Analysis and Layout. Tick the checkboxes of the desired settings or use the “Select all” option. The image below shows the Settings tab in the bulk edit view.
In the Objects tab, you select which objects should be affected. You either use the quick options “Apply to all chart in the project”, “Apply to all charts in the current report” or “Apply to all charts in the current report and sub reports” or you make a custom selection by selecting the option “Custom selection” The image below shows the Object tab in the bulk edit view.
Once you have made your selections in both the Settings tab and in the Objects tab, the button “Apply settings” in the lower right corner gets enabled. Click the button to continue. A confirmation message will appear and show you which settings and charts will be affected. To apply the changes, just click “Yes, apply settings.” The image below shows the confirmation message. The message shows which settings and charts will be affected.
If the wrong settings were applied or if the wrong charts were selected, you can undo a bulk edit action. The Undo option can be found in the bulk edit mode by clicking the History link, as shown in the image below. The image below shows the History link to click to be able to undo of a bulk edit action.
In the History popup, you can see the date and time of the last 15 bulk edit actions. Click the “Undo” option to go back to a previous version.The image below shows the Undo popup window.
Note: If you have done any “manual” changes after the bulk edit action, these changes will also be undone.