# SmartVisuals Slope Chart for Power BI

> Compare periods in Power BI as slope, dumbbell or bump charts: labels that never overlap, rise/fall colouring, lower-is-better and change on every line.

- Page: https://www.smartvisuals.io/visuals/slope-chart
- Fields and settings: https://www.smartvisuals.io/visuals/slope-chart/settings
- Microsoft Marketplace: https://marketplace.microsoft.com/en-us/product/smartvisuals.smartvisuals-slope?tab=overview
- Package: https://www.smartvisuals.io/downloads/smartvisuals-slope-chart-1.0.1.0.pbiviz
- Sample report (zipped .pbip): https://www.smartvisuals.io/samples/smartvisuals-slope-chart-sample-1.0.1.0.zip
- Price: Free tier for every viewer; premium $1.99 per user per month or $19 per user per year on Microsoft Marketplace, with a 30-day free trial. Premium works in edit mode without a licence; unlicensed viewers see the free tier, never a blocked visual.
- Certified by Microsoft: yes
- Version: 1.0.1.0
- GUID (visualType and publicCustomVisuals): `slopeChart3830F09DFE1340B3ABC325FDC272DF9A`

## What is free

- **Slope and dumbbell views**: Any two periods as a slope or a dumbbell chart, from two measures or one measure plus a Period column. Dumbbells sort by end, start, change, % change, name or data order.
- **Labels that never overlap**: Collision-free end labels with leader lines; on a small canvas the least important labels give way first. Show name, value, rank or both on each side.
- **Change annotations**: %, absolute, both, percentage points (automatic for percent measures), rank move, or % and rank together. A start at or below zero shows the absolute change, never a misleading %.
- **Rise, fall, flat and lower is better**: Rising / falling / flat colouring with a dead band (e.g. +-2 %), and a Higher is better switch for costs, defects or scrap.
- **Focus and highlight**: Focus on named categories, rising only or falling only, and the rest fades to grey; hover isolates a line.
- **Four themes and every cosmetic option**: SmartVisuals, Dark, Clean and Slate themes, per-category colours with fx rules and your real category names in the format pane, report theme colours, and control over every label, marker, axis and colour. Value gridlines, off by default, are under Period headers & axes > Value gridlines, with their own Gridline label size, Gridline label color and a shared Axis and gridline color; they draw in the slope and dumbbell views.
- **Native Power BI behaviour**: Cross-filtering, highlighting, drill, bookmarks, report-page tooltips, a legend with counts, keyboard navigation, screen-reader support, high contrast and 20 languages.

## What premium adds

- **Three or more periods**: The path through every month, quarter or year, up to the latest 36, with a note under the chart when earlier periods are left out.
- **Top / Bottom N movers**: Focus on the biggest movers, gainers or decliners by % change, absolute change, rank move or last value.
- **Small multiples**: One slope per region, segment or plant, with shared scales.
- **Story headline**: A headline written from your data: who led the rise, who fell furthest, how many rose, the total change and a new number one.
- **Bump view**: Ranks computed for you, smooth curves and rank-move labels.
- **Benchmark and scales**: An average benchmark line with each line coloured by whether it ends above or below it, plus indexed (first period = 100) and share-of-period scales.

## Fields

| Field | Internal name | Takes | Needed | What it is for |
| --- | --- | --- | --- | --- |
| Category | `category` | Column | Optional | One line per category (product line, plant, customer…). |
| Period (optional) | `period` | Column | Optional | A column whose values are the periods (Year, Quarter, Scenario). Leave empty to use one measure per period. |
| Values | `values` | Measure | Optional, up to 8 | With a Period column: one measure. Without: one measure per period, in order (before, after, …). |
| Small multiples | `smallMultiples` | Column | Optional | Optional: one panel per value (region, segment). |
| Tooltips | `tooltips` | Measure | Optional, up to 5 | Extra measures shown in tooltips. |

## Format pane

Each card is a key under `visual.objects` in a PBIR visual.json; each setting is a property of it. Toggles take `true`/`false`, choices and text a value in single quotes (`'auto'`), numbers a `D` suffix (`12D`).

### View (`view`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Chart type | `chartType` | Text |
| Scale | `scale` | Text |
| Curve | `curve` | Text |
| Sort by | `sortBy` | Text |
| Sort descending | `sortDescending` | On / off |

### Theme (`theme`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Selected theme | `selectedTheme` | Text |
| Use report theme | `useReportTheme` | On / off |
| Transparent bg | `transparentBg` | On / off |

### Colors (`colors`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Color mode | `colorMode` | Text |
| Higher is better | `higherIsBetter` | On / off |
| Rise color | `riseColor` | Colour |
| Fall color | `fallColor` | Colour |
| Flat color | `flatColor` | Colour |
| Single color | `singleColor` | Colour |
| Context color | `contextColor` | Colour |
| Flat basis | `flatBasis` | Text |
| Flat threshold | `flatThreshold` | Number |

### Category colors (`dataPoint`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Fill | `fill` | Colour |

### Lines & markers (`lines`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Line width | `lineWidth` | Number |
| Show markers | `showMarkers` | On / off |
| Marker shape | `markerShape` | Text |
| Marker size | `markerSize` | Number |
| Show middle markers | `showMiddleMarkers` | On / off |

### Labels (`labels`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Show start | `showStart` | On / off |
| Show end | `showEnd` | On / off |
| Content | `content` | Text |
| Change | `change` | Text |
| Change style | `changeStyle` | Text |
| Color change | `colorChange` | On / off |
| Decimals | `decimals` | Text |
| Font family | `fontFamily` | Text |
| HeaderFontSize | `fontSize` | Number |
| Font color | `fontColor` | Colour |
| Avoid collisions | `avoidCollisions` | On / off |
| Max width | `maxWidth` | Number |
| Show notes | `showNotes` | On / off |
| Note size | `noteSize` | Number |
| Note color | `noteColor` | Colour |

### Period headers & axes (`headers`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Show | `show` | On / off |
| Start text | `startText` | Text |
| End text | `endText` | Text |
| Font size | `fontSize` | Number |
| Color | `color` | Colour |
| Show axes | `showAxes` | On / off |
| Show value axis | `showValueAxis` | On / off |
| Tick font size | `tickFontSize` | Number |
| Tick color | `tickColor` | Colour |
| Axis color | `axisColor` | Colour |

### Focus (`focus`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Mode | `mode` | Text |
| Count | `count` | Number |
| Basis | `basis` | Text |
| Direction | `direction` | Text |
| Names | `names` | Text |
| Fade | `fade` | Number |
| Hide others | `hideOthers` | On / off |

### Story headline (`story`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| ShowBenchmark | `show` | On / off |
| Custom title | `customTitle` | Text |
| Show detail | `showDetail` | On / off |
| Font size | `fontSize` | Number |
| BenchmarkColor | `color` | Colour |
| Align | `align` | Text |
| Detail color | `detailColor` | Colour |

### Average benchmark (`benchmark`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Show | `show` | On / off |
| Label | `label` | Text |
| Color | `color` | Colour |

### Small multiples (`smallMultiples`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Columns | `columns` | Number |
| Shared scale | `sharedScale` | On / off |
| Title size | `titleSize` | Number |
| Max panels | `maxPanels` | Number |

### Legend (`legend`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Show | `show` | On / off |
| Position | `position` | Text |
| Font size | `fontSize` | Number |
| Show counts | `showCounts` | On / off |
| Color | `color` | Colour |

### Tooltip (`tooltipOptions`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Show change | `showChange` | On / off |
| Show rank | `showRank` | On / off |

### Accessibility (`accessibility`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Focus color | `focusColor` | Colour |
| Focus width | `focusWidth` | Number |
| Min font size | `minFontSize` | Number |
| Reduce motion | `reduceMotion` | Text |
