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Customizing a Color Scheme

  • 4 minutes to read

The Dashboard Designer provides the capability to edit colors contained in global and local color schemes. You can select the required color from the default dashboard palette or specify a custom color.

Invoke a Color Scheme Dialog

To edit colors, use the Color Scheme dialog. You can invoke this dialog in the following ways.

  • To edit colors in a global color scheme, use the Edit Colors button in the Home ribbon tab or the Edit Colors button in the dashboard item’s Design tab.

    Dashboard_EditColors_RibbonDashboardItem_EditColors_Ribbon

  • To edit colors in a local color scheme, use the Edit Colors button in the contextual Design ribbon tab.

    DashboardItem_EditLocalColors_Ribbon

Lets consider a Chart dashboard item whose dimensions and measures are colored by hue using local colors.

Chart_ColorByHueAll

For this dashboard item, the Color Scheme dialog will contain combinations of all dimension values and a specific measure.

LocalColorSchemeDialog

In this dialog, you can perform the following actions.

Edit Colors

You can customize automatically assigned colors in several ways.

  • To retain the automatically assigned color for the selected value, right-click the required value in the Value column and select Retain this color.

    RetainThisColor

    This reserves the current palette color for the selected value.

  • You can select another palette color by clicking the required cell in the Color column.

    SelectPaletteColor

  • To specify a custom color, click More Colors… and pick any color using the RGB or HSB color model in the invoked Select Color dialog.

    SelectColorDialog

You can reset the customized color(s) using the Reset/Reset all menu items.

ResetColor

Add a New Value

The Color Scheme dialog allows you adding a new value with the specified color to the selected color table. To do this, click the New Value… button.

NewValueDialog

In the invoked New Value dialog, specify the dimension values, add the required measures and click OK. This creates a new value whose color can be specified as described in Edit Colors.

You can remove manually added values using the Remove context menu item.

RemoveColor

Add a New Color Table

The Color Scheme dialog also allows you to add a new color table containing values whose colors are not yet assigned. To do this, click New Color Table… button.

NewColorTableDialog

In the invoked dialog, specify the data source, add the required dimensions and enable the ‘MeasureNames’ Dimension check-box if you need to add measures to a color table.

Click OK to add the color table to a color scheme. Then, you can add values to this table (see Add a New Value) and specify its colors (see Edit Colors).

Customize a Color Scheme in Code

The dashboard provides two ways of coloring dashboard item elements.

  • Using a global color scheme that provides consistent colors for identical values across the dashboard. To access the dashboard color scheme, use the Dashboard.ColorScheme property.
  • Using a local color scheme that provides an individual set of colors for each dashboard item. For instance, the Chart and Pie dashboard items provide the ChartDashboardItemBase.ColorScheme property to access a local color scheme.

The ColorScheme class provides access to a collection of ColorSchemeEntry objects that allow you to map the required dimension values/measures and the specified color. To do this, use the following members.

How to: Customize a Dashboard Color Scheme