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  • Welcome to xViz Docs!
  • Project Management
    • Project Management - xViz Gantt Chart | Introduction
    • Hierarchy and Additional Columns
    • 🔸Milestones
      • Milestone Formatting
    • Planned Bars
      • Planned Bars Formatting
    • Connectors
      • Primary & Secondary Connectors
      • Multiple Connectors
      • Connectors Formatting
    • Progress
      • Tracking the progress
      • Progress Bar Display
      • Progress Base
      • Bar Formatting
    • Timeline Configurations
      • Timeline Start/End
      • Timeline Range
      • Header Levels
      • Zoom Levels
      • Zoom Options
      • Fiscal Year Support
      • Timeline Format
      • Language Support for Timeline
    • ✨Alerting Techniques
      • Steps to enable Conditional Formatting
      • Conditional Formatting
    • Reference Lines and Reference Range
      • Introduction
      • Static Approach
      • Data Driven Approach
    • Resource Gantt
    • ➡️Other Features
      • Data Colors
        • Row Background Color
        • Bar Border Color
        • Bar Selection Color
        • Bar Fill Color
        • Connectors
      • Duration Data field
      • Display Duration
      • Display Totals
      • Hide Blanks
      • Date Formats
      • DaysOff
        • Weekday
        • Custom Date
      • Setting Up Drill-through
      • Configure External URLs
      • Splitter Position
      • Text Customization
      • Row Numbering
      • Indentation
      • Sorting
    • Parent Level Calculations
      • Aggregation Types
    • Tooltip
    • Release Notes
    • ❓FAQs
  • Performance Management
    • Performance Flow - Introduction
      • Installing from AppSource
      • Get Started
    • Use Cases
      • Organization Performance
      • Microsoft Tenant Data Analytics
        • Organization Chart using Microsoft Graph API
      • Process Flow
      • Sales Performance Analysis
      • Cost Center Analysis
      • KPI Tree
      • Warehouse Management
      • Supply Chain Network
    • Configuring the chart structure
      • Hierarchy structure
      • Grouping / Swim Lanes
        • Data Structure for Columnar Group View
        • Data Structure for Wide Group Views
      • Invisible Group
    • 🪪Display Data in the Cards
      • Title, Subtitle
      • 👨‍💼Images
        • Converting HTTPs link images/icons to Base 64 in Power BI
        • Handling long Base 64 URLs in Power BI
      • 🔢Displaying KPIs
        • Number Formatting
      • 🔻Displaying Variance
      • Sparkline Trends
      • 🔗Hyperlinks
    • Card Formatting
      • Data-Driven Color
      • Templates
      • Customize Template
        • Insert additional data
        • Alignment
        • Wrap Text
        • Styling
        • Margin & Split
        • Modify (Delete / Cope-Paste)
        • Import/Export
    • Links
    • 🗒️Notes & Annotation
    • 🚦Conditional Formatting
    • Layout & Orientation
    • ✨Search
    • ✨Viewing Subtrees
      • Cross Filtering with Subtrees
    • 🔐✨User Context - RLS Experience
    • ✨Filter Context
    • 🎨Formatting Features
      • Formatting Font & Colors
      • Connectors
      • Expand Collapse Button
      • Dimensions
    • Toolbar Ribbon Configuration
    • Simulation
    • ❓FAQs
      • Circular Dependency message
    • Tips & Tricks
      • Bookmark
      • Report Page Tooltip
      • Field Parameters
      • Drill Through
    • Release Notes
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  1. Performance Management
  2. Card Formatting

Customize Template

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Last updated 23 days ago

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The xViz Performance Flow offers customized editing on predefined templates tailored to your preferences.

Not supported when hierarchy is created using data structure

Note that clicking on another template will result in losing the edits made in the existing template. It is strongly advised to export the customized template immediately after making the changes to avoid any rework.

Refer Import/Export to export the customized template.

Steps to do custom editing on predefined template

  1. Navigate to the “Template” option in the top ribbon.

  1. Hover over the Template and Click on the "Marker" icon located at the top-right corner of the template.

  1. You can then edit the template as needed.

2. Multiple Category Columns
Image 1: Custom Template
Image 2: Template option in ribbon
Image 3: Click on "Marker" Icon
Image 4: Custom Template