V1.21 (#447)

* DOCSP-13540: [CHARTS] As an author, I can add a description to a chart (#439)

* DOCSP-13094: [CHARTS] As an author, I can enable data labels on a stacked bar/column chart (#440)

* (DOCSP-13701): charts 1.21 release notes

* DOCSP-13113: [CHARTS] As a user, I can choose chart customisation options with an accordion (#441)

* (DOCSP-13578) Resize table text (#442)

* (DOCSP-13578) Resize table text

* update terminology

* move section to table chart topic

* add link to other customization

* DOCSP-13401: [CHARTS] As an author, I can wrap text in specific Table columns (#445)

* DOCSP-13223: [CHARTS] As an author, I can add a trendline to a chart (#446)

* DOCSP-13400: [CHARTS] [LeafyGreen] Update all buttons in dashboard header to LG (#443)

Co-authored-by: John Williams <[email protected]>
Co-authored-by: zach-carr <[email protected]>

Author: 3 people

source/bin-data.txt

@@ -359,7 +359,7 @@ start date.
       ~~~~~~~~
 
       The following chart groups genres from the
-      :ref:`Movies Sample Data <sample-data>` into broader bins:
+      :ref:`Movies Sample Data <charts-sample-data>` into broader bins:
 
       - :guilabel:`Historical Movies`, which includes the genres
         Documentary, Biography, History, and War.

source/build-charts.txt

@@ -67,6 +67,7 @@ Learn More
    :titlesonly:
 
    /encoding-channels
+   /title-description
    /single-series-categories
    /multi-series-charts
    /rich-schema-support

source/chart-type-reference/data-table.txt

@@ -103,6 +103,17 @@ The maximum query response size for a data table is 50000 documents.
 
 .. _data-table-example:
 
+Customization Options
+---------------------
+
+You have the option to make text which does not fit in a single data cell
+wrap across multiple lines. This setting is off by default. To turn it on:
+
+1. Select the :guilabel:`Customize` tab of the Chart Builder.
+#. Expand the :guilabel:`Fields` section.
+#. Select your desired field from the dropdown menu.
+#. Toggle the :guilabel:`Wrap Text` switch to enable this feature.
+
 Examples
 --------
 
@@ -174,5 +185,6 @@ mean weekly price as currency.
 
    /chart-type-reference/data-table/reorder-columns
    /chart-type-reference/data-table/sort-resize-columns
+   /chart-type-reference/data-table/resize-table-text
    /chart-type-reference/data-table/toggle-row-column-totals
    /chart-type-reference/data-table/limit-rows

source/chart-type-reference/data-table/resize-table-text.txt

@@ -0,0 +1,28 @@
+.. _resize-table-text:
+
+======================
+Resize Data Table Text
+======================
+
+You can resize :ref:`Data Table <data-table-example>` chart text. 
+Resizing table text changes the pixel size of the following components:
+
+- Header text, including icons
+- Body text and the vertical height of rows
+- Footer text
+
+Procedure
+---------
+
+To resize data table text:
+
+1. Navigate to the :guilabel:`Customize` tab in the
+   :doc:`Chart Builder </build-charts>`.
+
+#. In the :guilabel:`General` section, set the
+   :guilabel:`Text Size` to the desired number of pixels. You can 
+   adjust text size to be between 8 and 24 pixels. The default is 14 
+   pixels.
+
+For a complete list of Chart Customization options, see :doc:`Customize
+Charts </customize-charts/>`.

source/chart-type-reference/geo-spatial.txt

@@ -73,6 +73,74 @@ intensity to compare concentrations of data points on a map.
    :figwidth: 700px
    :alt: Heatmap chart example
 
+Customization Options
+---------------------
+
+You can customize geospatial charts in several ways, including custom color
+palettes, viewport options, data marker size and opacity, and heatmap radius.
+
+.. figure:: /images/charts/geospatial-customization-tab.png
+   :figwidth: 242px
+   :alt: Geospatial customization tab
+
+Custom Color Palette
+~~~~~~~~~~~~~~~~~~~~
+
+The color palette specifies the range of colors that corresponds to
+relative aggregated values in your map. 
+
+:ref:`Geospatial Scatter <scatter-ref>` charts use a discrete color
+picker, and :ref:`Geospatial Heatmap <geospatial-heatmap-type>` and
+:ref:`Choropleth <choropleth-ref>` charts use a gradient color picker,
+but the mechanism to enable customization is the same. To enable
+palette customization, toggle the :guilabel:`Custom Color Palette`
+switch in the :guilabel:`General` section.
+
+For more information, see :ref:`Color Palette Customization
+<color-palette-customization>`.
+
+Automatically Set Viewport
+~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+By default, geospatial charts show a map which includes all the data
+point markers in your specified collection. You can pan and zoom to
+change the map view, but if you close the chart and re-open it the map
+reverts to its default state. This behavior is controlled by the
+:guilabel:`Automatically Set Viewport` option.
+
+When you toggle the :guilabel:`Automatically Set Viewport` switch to
+``Off``, the area and zoom level at which the map is saved becomes the
+new default view.
+
+.. note::
+
+   You can pan and zoom the map area in a chart on a dashboard, but
+   these changes do not affect the default map view.
+
+Opacity
+~~~~~~~
+
+The :guilabel:`Opacity` level of a map modifies the degree to which
+the chart's map data shows through the data point markers. This
+setting is available on all geospatial charts.
+
+On :ref:`Geospatial Heatmap <geospatial-heatmap-type>` and
+:ref:`Choropleth <choropleth-ref>` charts, the :guilabel:`Opacity`
+level defaults to 100%. On :ref:`Geospatial Scatter <scatter-ref>`
+charts, it defaults to 20%.
+
+Radius
+~~~~~~
+
+.. include:: /includes/radius-description.rst
+
+Stroke Thickness
+~~~~~~~~~~~~~~~~
+
+:ref:`Scatter <scatter-ref>` charts provide the customization option
+to set the :guilabel:`Stroke Thickness`, measured in pixels, of the 
+map's data point markers. This setting defaults to ``2``.
+
 .. toctree::
    :titlesonly:
 

source/chart-type-reference/line-area-chart.txt

@@ -152,6 +152,13 @@ Continuous line and area charts provide the following
           mapped to the :guilabel:`Y Axis aggregation`
           :ref:`encoding channel <encoding-channels>`.
 
+.. _smart-labels-dates:
+
+Smart Date Labels for Continuous Line and Area Charts
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+.. include:: /includes/smart-labels.rst
+
 Discrete Area Versus Continuous Area Charts Display
 ---------------------------------------------------
 
@@ -389,6 +396,11 @@ Show or Hide Data Value Labels
 
 .. include:: /includes/customization/show-hide-data-labels.rst
 
+Add a Trendline
+~~~~~~~~~~~~~~~
+
+.. include:: /includes/customization/trendline.rst
+
 Limitations
 -----------
 

source/chart-type-reference/scatter-chart.txt

@@ -130,6 +130,16 @@ encoding channel.
   and also controls the difference between the smallest and largest
   marks.
 
+Smart Date Labels
+~~~~~~~~~~~~~~~~~
+
+.. include:: /includes/smart-labels.rst
+
+Add a Trendline
+~~~~~~~~~~~~~~~
+
+.. include:: /includes/customization/trendline.rst
+
 Examples
 --------
 

source/customize-charts.txt

@@ -24,12 +24,18 @@ particular chart type.
 
 |charts| provides the following types of customization options:
 
-General Customizaton Options
+General
   :ref:`General Customization Options <general-customization>` modify
   high-level aspects of the chart such as its colors and data labels.
   These options affect the overall look and format of your data.
 
-Field-Level Options
+Axes
+  :ref:`Value Axis Options <value-axis-options>` modify the
+  chart's axes, such as their scale and their minimum and maximum
+  values. These options only affect the chart's axes, and not how
+  |charts-short| formats data points in the visualization.
+
+Fields
   :ref:`Field-Level Options <field-level-options>` modify how
   |charts-short| renders data fields, such as specific formatting
   for numbers and dates. These options apply to individual data fields
@@ -39,24 +45,7 @@ Field-Level Options
   :ref:`channel type <charts-channel-type-table>` of the field you are
   customizing.
 
-Value Axis Options
-  :ref:`Value Axis Options <value-axis-options>` modify the
-  chart's axes, such as their scale and their minimum and maximum
-  values. These options only affect the chart's axes, and not how
-  |charts-short| formats data points in the visualization.
-
-Geospatial Customization Options
-  :ref:`Geospatial customization options <geospatial-customization>`
-  modify options specific to :ref:`geospatial charts
-  <geo-spatial-charts>`, including viewport options, data marker size
-  and opacity, and heatmap radius.
-
-Secondary Y Axis
-  If you map multiple :guilabel:`Aggregation` or :guilabel:`Value` fields
-  to the :guilabel:`Y axis`, you can plot one set of values on a :ref:`secondary
-  Y axis <secondary-y-axis>`.
-
-To customize a chart, click the :guilabel:`Customization` tab above the
+To customize a chart, click the :guilabel:`Customize` tab above the
 :ref:`encoding channels <encoding-channels>` in the
 :doc:`Chart Builder </build-charts>`:
 
@@ -70,7 +59,5 @@ Your chart automatically updates as you modify customization options.
    :titlesonly:
 
    /customize-charts/general-customization
-   /customize-charts/field-level-options
    /customize-charts/value-axis-options
-   /customize-charts/geospatial-customization
-   /customize-charts/secondary-y-axis
+   /customize-charts/field-level-options

source/customize-charts/field-level-options.txt

@@ -1,8 +1,8 @@
 .. _field-level-options:
 
-===================
-Field-Level Options
-===================
+======
+Fields
+======
 
 .. default-domain:: mongodb
 
@@ -16,6 +16,17 @@ Within the customization tab, you can modify how |charts| displays
 data fields in your visualization. The customization options
 available depend on the data type of the value you are customizing.
 
+.. note::
+  
+   This page illustrates the field-level customization options which are
+   available for most :ref:`chart types <chart-type-reference>`. Some
+   chart types have other customization options which are noted on their
+   individual documentation pages.
+
+To access field-level customization options, expand the :guilabel:`General`
+section of the :guilabel:`Customize` tab. Select the desired field from
+the dropdown menu.
+
 .. figure:: /images/charts/field-level-custom.png
    :figwidth: 251px
    :alt: Field level customizations
@@ -33,11 +44,13 @@ insightful or descriptive field labels.
 
 To override a field label:
 
-1. Navigate to the :guilabel:`Customization` tab in the
+1. Navigate to the :guilabel:`Customize` tab in the
    :doc:`Chart Builder </build-charts>`.
 
-#. Click the field whose label you wish to modify to expand its
-   customization options.
+#. Expand the :guilabel:`Fields` section.
+
+#. Select the field whose label you wish to modify from the dropdown menu
+   to expand its customization options.
 
 #. Set the :guilabel:`Label Override` toggle switch to :guilabel:`On`.
 
@@ -92,10 +105,13 @@ as convert dates to a specified time zone.
 
 To customize date formats and configure time zones:
 
-1. Navigate to the :guilabel:`Customization` tab in the
+1. Navigate to the :guilabel:`Customize` tab in the
    :doc:`Chart Builder </build-charts>`.
 
-#. Click the field whose date format and time zone you wish to modify.
+#. Expand the :guilabel:`Fields` section.
+
+#. Select the field whose date format and time zone you wish to modify
+   from the dropdown menu.
 
 #. Configure the :ref:`Date and Time Formatting <date-time-format>` and
    :ref:`Convert Time Zone <convert-time-zone>` settings as desired.

source/customize-charts/general-customization.txt

@@ -1,8 +1,8 @@
 .. _general-customization:
 
-=============================
-General Customization Options
-=============================
+=======
+General
+=======
 
 .. default-domain:: mongodb
 
@@ -16,12 +16,22 @@ General Customization Options
 visualization at a high level, rather than individual pieces of the
 visualization.
 
+.. note::
+  
+   This page illustrates the general customization options which are
+   available for most :ref:`chart types <chart-type-reference>`. Some
+   chart types have other customization options which are noted on their
+   individual documentation pages.
+
+To access the general customization options, expand the :guilabel:`General`
+section of the :guilabel:`Customize` tab.
+
 .. figure:: /images/charts/general-custom.png
    :figwidth: 251px
    :alt: Field level customizations
 
-Resize Text Labels
-------------------
+Resize Labels
+-------------
 
 You can resize the text labels on a chart. Resizing text labels changes:
 
@@ -33,10 +43,10 @@ You can resize the text labels on a chart. Resizing text labels changes:
 
 To set this option:
 
-1. Navigate to the :guilabel:`Customization` tab in the
+1. Navigate to the :guilabel:`Customize` tab in the
    :doc:`Chart Builder </build-charts>`.
-
-#. In the :guilabel:`General Customization` section, set the
+#. Expand the :guilabel:`General` section.
+#. In the :guilabel:`General` section, set the
    :guilabel:`Label Size` slider to the desired text size. You can 
    adjust label text to be between 50% and 200% of the default text 
    size.
@@ -58,10 +68,10 @@ specify its position relative to your chart.
 
 To set this option:
 
-1. Navigate to the :guilabel:`Customization` tab in the
+1. Navigate to the :guilabel:`Customize` tab in the
    :doc:`Chart Builder </build-charts>`.
-
-#. In the :guilabel:`General Customization` section, set the 
+#. Expand the :guilabel:`General` section.
+#. In the :guilabel:`General` section, set the 
    :guilabel:`Legend` toggle switch to the desired setting. The 
    legend is shown by default.
 
@@ -88,9 +98,9 @@ Color Palette Customization
 
 Palette customization allows you to select custom colors for your
 chart. To enable color customization, select the
-:guilabel:`Customization` tab of the :guilabel:`Chart Type` column.
+:guilabel:`Customize` tab of the :guilabel:`Chart Type` column.
 A toggle switch labeled :guilabel:`Custom Color Palette` appears in
-the :guilabel:`General Customization` section. 
+the :guilabel:`General` section. 
 
 Most chart types allow you to customize individual colors in their
 palette. The :ref:`heatmap <heatmap-chart-ref>` and :ref:`colored bar