Chart Customization Instructions

Chart Customization Instructions

When to use this reference:

• User says "change colors", "different theme", "make it prettier"
• User requests specific formatting (currency, dates, percentages)
• User wants interactivity (hover, click, tooltips)
• After creating base chart and user wants refinements

How to apply customizations:

1. Locate the relevant section below
2. Copy the JSON modification
3. Apply to the spec object in your chart
4. Regenerate artifact with modified spec
5. Provide new link

Color Schemes

Execute when user requests color changes.

Replace in spec:

"encoding": {
  "color": {
    "field": "category",
    "type": "nominal",
    "scale": {"scheme": "tableau10"}  // Change scheme here
  }
}

Sequential (quantitative data):

• viridis, plasma, inferno, magma
• blues, greens, oranges, purples, reds

Diverging (data with meaningful center):

• redblue, purplegreen, blueorange

Categorical (nominal data):

• tableau10 (recommended), category20

Axis Formatting

Numbers

"encoding": {
  "y": {
    "field": "value",
    "type": "quantitative",
    "axis": {
      "format": "$,.2f"  // Currency with 2 decimals
    }
  }
}

Formats:

• ,.0f - Thousands separator, no decimals
• .2f - 2 decimal places
• .1% - Percentage with 1 decimal
• .2e - Scientific notation

Dates

"encoding": {
  "x": {
    "field": "date",
    "type": "temporal",
    "axis": {
      "format": "%b %Y"  // Jan 2024
    }
  }
}

Formats:

• %Y-%m-%d - 2024-01-15
• %b %Y - Jan 2024
• %B %d, %Y - January 15, 2024

Tooltips

Multi-field

"encoding": {
  "tooltip": [
    {"field": "category", "type": "nominal", "title": "Product"},
    {"field": "sales", "type": "quantitative", "title": "Sales", "format": "$,.0f"},
    {"field": "date", "type": "temporal", "format": "%B %Y"}
  ]
}

Titles and Labels

{
  "$schema": "https://vega.github.io/schema/vega-lite/v5.json",
  "title": {
    "text": "Sales Performance",
    "subtitle": "Q1 2024",
    "fontSize": 18,
    "anchor": "start"
  },
  "data": {...},
  "encoding": {
    "x": {
      "field": "month",
      "type": "temporal",
      "axis": {"title": "Month"}
    },
    "y": {
      "field": "sales",
      "type": "quantitative",
      "axis": {"title": "Revenue (USD)"}
    }
  }
}

Sizing

Responsive

{
  "width": "container",  // Fills parent
  "height": 400,
  "autosize": {"type": "fit", "contains": "padding"}
}

Fixed

{
  "width": 800,
  "height": 400
}

Mark Styling

Bars

"mark": {
  "type": "bar",
  "cornerRadius": 5,
  "opacity": 0.8
}

Lines

"mark": {
  "type": "line",
  "strokeWidth": 3,
  "point": true  // Add points at data values
}

Points

"mark": {
  "type": "point",
  "size": 100,
  "filled": true,
  "opacity": 0.8
}

Interactive Selections

Highlight on hover

{
  "params": [{
    "name": "hover",
    "select": {"type": "point", "on": "mouseover"}
  }],
  "mark": "bar",
  "encoding": {
    "opacity": {
      "condition": {"param": "hover", "value": 1},
      "value": 0.5
    }
  }
}

Click to filter

{
  "params": [{
    "name": "select",
    "select": {"type": "point"}
  }],
  "mark": "point",
  "encoding": {
    "color": {
      "condition": {"param": "select", "value": "steelblue"},
      "value": "lightgray"
    }
  }
}

Legend Configuration

"encoding": {
  "color": {
    "field": "category",
    "type": "nominal",
    "legend": {
      "title": "Product Type",
      "orient": "right",  // "left", "top", "bottom"
      "labelFontSize": 12
    }
  }
}

Hide legend:

"legend": null

Grid Lines

"encoding": {
  "x": {
    "field": "date",
    "type": "temporal",
    "axis": {
      "grid": true,
      "gridColor": "#e0e0e0"
    }
  }
}

Conditional Styling

Color based on value:

"encoding": {
  "color": {
    "condition": {
      "test": "datum.value > 50",
      "value": "green"
    },
    "value": "red"
  }
}

Quick Modifications

After creating base chart, most common customizations:

1. Color scheme (aesthetic preference)
2. Axis formatting (readability)
3. Tooltips (additional context)
4. Title/labels (clarity)
5. Sizing (layout fit)

Apply modifications to exported spec, test in artifact, finalize for Angular.