Time Series fields and settings

    Every field well and every setting in the format pane of version 1.0.0.0, read from the package you download. The internal names in grey are what a PBIR file or a report-authoring agent uses. Which features need a licence is on the Time Series page; every setting works in edit mode with or without one.

    15 fields · 40 cards · 203 settings Markdown for AI assistantscatalog.json

    Fields

    FieldTakesNeededWhat it is for
    Axis (date)axisColumnOptionalThe time axis: a date, a date hierarchy level, a number or text periods
    LegendlegendColumnOptionalOne series per value (one row per value in Sparklines)
    ValuesvaluesMeasureOptionalMeasures drawn as lines, areas or sparklines
    Column valuescolumnsMeasureOptionalMeasures drawn as columns
    Secondary axis valuessecondaryMeasureOptionalMeasures drawn on the right-hand axis
    TargettargetMeasureOptionalPlan, budget or target: a dashed series and the base for variances
    ComparisoncomparisonMeasureOptionalPrevious year or any comparison series from the model
    OpenopenMeasureOptionalOpening value of each period (candles)
    HighhighMeasureOptionalHighest value of each period (candles), or the top of a range band
    LowlowMeasureOptionalLowest value of each period (candles), or the bottom of a range band
    ClosecloseMeasureOptionalClosing value of each period (candles)
    VolumevolumeMeasureOptionalTraded volume per period (volume pane)
    AnnotationannotationMeasureOptionalText measure: a non-blank value pins a note on that period
    Small multiplesfacetColumnOptionalOne panel per value (premium)
    TooltipstooltipsMeasureOptionalExtra fields in tooltips

    Viewview

    SettingType and options
    Charttype
    • Line line
    • Area area
    • Combo combo
    • Sparklines sparklines
    • Candlestick candlestick
    • Ridgeline (joy plot) ridgeline
    Show View TabsshowTabsOn / off

    Presets and Templatespresets

    SettingType and options
    Apply Presetpreset
    • (choose to apply) none
    • Executive executive
    • Finance (IBCS) finance
    • Trading trading
    • Monitoring monitoring
    • Print print
    Style Template (copy or paste)templateText

    Lineslines

    SettingType and options
    Line Shapeinterpolation
    • Straight straight
    • Smooth (never overshoots) smooth
    • Step (after) stepAfter
    • Step (before) stepBefore
    • Step (middle) stepMiddle
    Line Width (0 = theme)widthNumber
    Missing Valuesmissing
    • Leave a gap gap
    • Treat as zero zero
    • Connect across connect
    • Interpolate interpolate
    • Repeat previous value previous
    Show Values AsshowAs
    • Value value
    • Running total cumulative
    • Year to date ytd
    • Index (first = 100) index
    • % change vs previous pctChange
    • Moving sum movingSum
    Fiscal Year Starts In MonthfiscalStartNumber
    Moving Sum PeriodswindowNumber
    Show Top N Series (0 = all)topNNumber
    Other Seriesothers
    • Thin grey context lines context
    • Sum as "Others" sum
    • Hide hide

    Areaarea

    SettingType and options
    Layoutlayout
    • Overlapping overlap
    • Stacked stacked
    • 100 % stacked percent
    • Streamgraph stream
    • Range band (Low to High) range
    • Difference between two series difference
    Fillfill
    • From theme theme
    • Gradient gradient
    • Flat flat
    Fill Opacity (%, 0 = theme)opacityNumber
    Line On TopshowLineOn / off
    Stack Orderorder
    • Data order data
    • By total total
    • Inside-out insideOut

    Ridgelineridgeline

    SettingType and options
    Overlap (%)overlapNumber
    Height Scalescale
    • Each ridge to its own peak own
    • Shared across ridges global
    Orderorder
    • Data order data
    • Name name
    • Date of the peak peak
    • Total total
    Ridge LabelsshowLabelsOn / off

    Columnscolumns

    SettingType and options
    Layoutlayout
    • Clustered clustered
    • Stacked stacked
    • 100 % stacked percent
    Column Width (%)widthNumber
    Corner Radius (-1 = theme)cornerRadiusNumber
    Hide Zero ValueshideZerosOn / off
    Target Astarget
    • Tick on each column tick
    • Line line
    IBCS Scenario NotationibcsOn / off

    Sparklinessparklines

    SettingType and options
    Layoutlayout
    • Table table
    • Grid of tiles grid
    Sparklinetype
    • Line line
    • Area area
    • Columns column
    • Win / loss winloss
    • Last value vs target bullet
    Table ColumnscolumnsText
    Change CompareschangeBasis
    • Last vs first in view window
    • Last vs previous point previous
    • Last vs same period a year ago year
    Scalescale
    • Shared (honest comparison) shared
    • Independent per row (shape only) independent
    Sort Rows BysortBy
    • Data order data
    • Name name
    • Last value last
    • Change change
    • Change % changePct
    • Trend (Sen's slope) trend
    Sort DirectionsortDirection
    • Ascending asc
    • Descending desc
    Row HeightrowHeightNumber
    Tile Columns (0 = auto)tileColumnsNumber
    Mark FirstmarkFirstOn / off
    Mark LastmarkLastOn / off
    Mark Minimum and MaximummarkMinMaxOn / off
    Mark Negative ValuesmarkNegativeOn / off
    Normal Range FrombandFromText
    Normal Range TobandToText
    Higher Is BetterhigherIsBetterOn / off
    Year-End ProjectionyearEndOn / off

    Candlescandles

    SettingType and options
    Stylestyle
    • Candles candle
    • Hollow candles hollow
    • OHLC bars ohlc
    • Heikin-Ashi heikin
    • Renko renko
    • Close line line
    • Close area area
    Up ColourupColorColour
    Down ColourdownColorColour
    Brick Size (0 = ATR)brickSizeNumber
    Volume PaneshowVolumeOn / off
    Volume Pane Height (%)volumeHeightNumber
    Show Calendar GapscalendarGapsOn / off
    Flag Invalid BarsvalidateOn / off

    Indicatorsindicators

    SettingType and options
    Moving Average 1 Periods (0 = off)ma1Number
    Moving Average 1 Typema1Type
    • SMA sma
    • EMA ema
    • WMA wma
    Moving Average 2 Periods (0 = off)ma2Number
    Moving Average 2 Typema2Type
    • SMA sma
    • EMA ema
    • WMA wma
    Moving Average 3 Periods (0 = off)ma3Number
    Moving Average 3 Typema3Type
    • SMA sma
    • EMA ema
    • WMA wma
    Bollinger BandsbollingerOn / off
    Bollinger PeriodsbollPeriodNumber
    Bollinger Width (σ)bollMultNumber
    VWAPvwapOn / off
    RSI PanersiOn / off
    MACD PanemacdOn / off
    Stochastic PanestochasticOn / off
    ATR PaneatrOn / off
    Pivot LevelspivotsOn / off

    Markersmarkers

    SettingType and options
    Show Markersshow
    • None none
    • All points all
    • Last point last
    • Minimum and maximum minmax
    • First and last firstlast
    Shapeshape
    • From theme theme
    • Circle circle
    • Square square
    • Diamond diamond
    • Triangle triangle
    SizesizeNumber

    Data Labelslabels

    SettingType and options
    Showshow
    • None none
    • All points all
    • Last point last
    • Minimum and maximum minmax
    • First and last firstlast
    Label Every Nth PointeveryNumber
    Decimals (-1 = auto)decimalsNumber
    Font SizefontSizeNumber
    ColourcolorColour
    Background PillbackgroundOn / off

    End-of-Line LabelsendLabels

    SettingType and options
    ShowshowOn / off
    Contentcontent
    • Series name name
    • Last value value
    • Name and value both
    Font SizefontSizeNumber
    Up To N Series (more: legend)maxSeriesNumber

    Highlightshighlights

    SettingType and options
    Mark MaximummaxOn / off
    Mark MinimumminOn / off
    Mark Peaks and TroughspeaksOn / off
    Peak Prominence (% of range)prominenceNumber

    Threshold Colouringthreshold

    SettingType and options
    Colour Above / BelowshowOn / off
    Thresholdsource
    • A value value
    • The Target field target
    ValuevalueNumber
    Above ColouraboveColorColour
    Below ColourbelowColorColour

    Difference Filldifference

    SettingType and options
    Fill Between Two SeriesshowOn / off
    Compare Withagainst
    • The second series second
    • The Target field target
    Higher Is BetterhigherIsBetterOn / off
    Better ColourgoodColorColour
    Worse ColourbadColorColour

    Range Bandband

    SettingType and options
    Show Low-High BandshowOn / off
    ColourcolorColour
    Opacity (%)opacityNumber
    Edge LinesedgesOn / off

    Actual and Forecast Stylingactual

    SettingType and options
    Actuals End Atthrough
    • No styling none
    • Last period with an actual auto
    • A date date
    Date (yyyy-mm-dd)dateText
    Vertical RuleruleOn / off
    Rule LabelruleLabelText

    Trend Linetrend

    SettingType and options
    Typetype
    • None none
    • Linear linear
    • Polynomial (2nd order) poly2
    • Polynomial (3rd order) poly3
    • Polynomial (4th order) poly4
    • Exponential exponential
    • Logarithmic logarithmic
    • Power power
    • LOESS (smooth) loess
    • Simple moving average sma
    • Exponential moving average ema
    • Weighted moving average wma
    Moving Average PeriodswindowNumber
    LOESS Span (%)spanNumber
    For Every SeriesallSeriesOn / off
    Line Styledash
    • Solid solid
    • Dashed dashed
    • Dotted dotted
    • Dash-dot dashdot
    Equation and R² in LegendshowEquationOn / off

    Forecastforecast

    SettingType and options
    Show ForecastshowOn / off
    Periods Ahead (0 = one season)horizonNumber
    Or Forecast Through (yyyy-mm-dd)throughText
    Modelmodel
    • Automatic (lowest AICc) auto
    • Simple exponential smoothing ANN
    • Holt linear trend AAN
    • Damped trend AAdN
    • Seasonal, no trend ANA
    • Holt-Winters additive AAA
    • Holt-Winters damped AAdA
    Season Length (0 = from dates)seasonNumber
    Prediction Intervallevel
    • None none
    • 80 % 80
    • 95 % 95
    • 80 % and 95 % both
    Mark AnomaliesanomaliesOn / off
    For Every SeriesallSeriesOn / off

    Comparecompare

    SettingType and options
    Compare Withbase
    • Nothing none
    • Same period last year (from the data) previousYear
    • The Target field target
    • The Comparison field comparison
    Show the Comparison LineghostOn / off
    Variance BandvarianceBandOn / off
    Variance BarsvarianceBars
    • Off off
    • Absolute (Δ) absolute
    • Relative (Δ %) relative
    Higher Is BetterhigherIsBetterOn / off

    Trend TesttrendTest

    SettingType and options
    Test for a Trend (Mann-Kendall)showOn / off
    Significance Levelalpha
    • 10 % 0.1
    • 5 % 0.05
    • 1 % 0.01

    Seasonal Decompositiondecomposition

    SettingType and options
    Trend, Seasonal and RemaindershowOn / off
    Season Length (0 = from dates)seasonNumber

    X-AxisxAxis

    SettingType and options
    ShowshowOn / off
    TitleshowTitleOn / off
    Font SizefontSizeNumber
    ColourcolorColour
    Vertical GridlinesgridOn / off

    Y-AxisyAxis

    SettingType and options
    ShowshowOn / off
    TitleshowTitleOn / off
    Minimum (blank = auto)minText
    Maximum (blank = auto)maxText
    Start At Zerozero
    • Automatic (columns and areas) auto
    • Always always
    • Never never
    Logarithmic ScalelogOn / off
    Decimals (-1 = auto)decimalsNumber
    Font SizefontSizeNumber
    ColourcolorColour
    Align Zero Across AxesalignOn / off

    Secondary Y-Axesy2Axis

    SettingType and options
    ShowshowOn / off
    TitleshowTitleOn / off
    Minimum (blank = auto)minText
    Maximum (blank = auto)maxText
    Logarithmic ScalelogOn / off
    Colour Each Axis Like Its SeriescolorByAxisOn / off

    Gridlinesgridlines

    SettingType and options
    Stylestyle
    • From theme theme
    • Solid solid
    • Dashed dashed
    • Dotted dotted
    • Zebra bands bands
    • None none
    ColourcolorColour

    Legendlegend

    SettingType and options
    ShowshowOn / off
    Positionposition
    • Top top
    • Bottom bottom
    • Right right
    Font SizefontSizeNumber
    Text ColourcolorColour

    Reference LinesrefLines

    SettingType and options
    Line 1line1
    • None none
    • A value value
    • Average average
    • Median median
    • Percentile percentile
    • Minimum min
    • Maximum max
    • Target field (last value) target
    Line 1 Valueline1ValueNumber
    Line 1 Percentileline1PctNumber
    Line 1 Labelline1LabelText
    Line 1 Colourline1ColorColour
    Line 2line2
    • None none
    • A value value
    • Average average
    • Median median
    • Percentile percentile
    • Minimum min
    • Maximum max
    • Target field (last value) target
    Line 2 Valueline2ValueNumber
    Line 2 Percentileline2PctNumber
    Line 2 Labelline2LabelText
    Line 2 Colourline2ColorColour
    For Every SeriesperSeriesOn / off
    Vertical Linevertical
    • None none
    • Today today
    • A date date
    Vertical Line Date (yyyy-mm-dd)verticalDateText
    Vertical Line LabelverticalLabelText

    Reference BandsrefBands

    SettingType and options
    Value Band FromvalueFromText
    Value Band TovalueToText
    Value Band LabelvalueLabelText
    Value Band ColourvalueColorColour
    Period From (yyyy-mm-dd)timeFromText
    Period To (yyyy-mm-dd)timeToText
    Period LabeltimeLabelText
    Period ColourtimeColorColour

    Annotationsannotations

    SettingType and options
    Stylestyle
    • Pin with label pin
    • Flag on the axis flag
    • Numbered, listed in the footnote numbered
    Shade Until the Next AnnotationshadeUntilNextOn / off
    Font SizefontSizeNumber
    ColourcolorColour

    Zoomnavigator

    SettingType and options
    Range NavigatorshowOn / off
    Navigator HeightheightNumber
    Ctrl + Wheel Zooms, Drag PanswheelOn / off

    Small MultiplessmallMultiples

    SettingType and options
    Columns (0 = auto)columnsNumber
    Shared Y-AxissharedYOn / off

    Smart Captioncaption

    SettingType and options
    ShowshowOn / off
    Positionposition
    • Top top
    • Bottom bottom
    Font SizefontSizeNumber
    Text ColourcolorColour

    Footnotefootnote

    SettingType and options
    ShowshowOn / off
    SourcesourceText
    State the MethodsshowMethodOn / off
    Font SizefontSizeNumber
    Text ColourcolorColour

    Accessibilityaccessibility

    SettingType and options
    Distinguish Series Without ColourdistinguishOn / off
    Focus Outline ColourfocusColorColour
    Focus Outline WidthfocusWidthNumber
    Minimum Text Size (0 = off)minFontSizeNumber

    Themetheme

    SettingType and options
    ThemeselectedTheme
    • SmartVisuals smartvisuals
    • Dark dark
    • Clean (White) clean
    • Slate slate
    Fontfont
    • Inter inter
    • Segoe UI segoe
    • Arial arial
    • Georgia georgia
    Transparent BackgroundtransparentBgOn / off

    Series ColoursseriesColors

    SettingType and options
    ColourfillColour

    Series AxesseriesAxis

    SettingType and options
    Axisaxis
    • Axis 1 (left) 1
    • Axis 2 (right) 2
    • Axis 3 (left, outer) 3
    • Axis 4 (right, outer) 4

    Series Line StylesseriesStyle

    SettingType and options
    Line Styledash
    • Solid solid
    • Dashed dashed
    • Dotted dotted
    • Dash-dot dashdot

    Data ColoursdataPoint

    SettingType and options
    ColourfillColour

    Setting a value in PBIR

    In a visual.json, a setting goes under visual.objects, by card and internal name. Toggles take true or false, choices and text a value in single quotes ('auto'), numbers a D suffix (12D).

    "visual": {
      "visualType": "smartvisualsTimeSeries8778F9314B5C66CBC87EAA01E0B048DF",
      "objects": {
        "view": [{
          "properties": {
            "showTabs": { "expr": { "Literal": { "Value": "true" } } }
          }
        }]
      }
    }