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Ryan Nauman
VP, Product and Market Strategist
Stephen Berei
VP, Client Services & Implementation
Jeremy Poulin
Senior Client Consultant

StyleADVISOR: Centering Intercepts

Apr 28, 2016 Jeremy Poulin

One of the most popular graphs used in Zephyr StyleADVISOR is the Risk/Return graph.  Users often ask how to center the vertical and horizontal intercept lines on this graph.   When the Risk/Return graph is pulled into a report from the gallery, by default the vertical and horizontal intercept lines are skewed on the X and Y axis to the benchmarks return and risk values.  For most, this is not the desired look.  In this post, we will cover how to center the intercept lines to give the Risk/Return graph a cleaner look for your reporting.

Below is an example of what the Risk/Return graph looks like when it is first pulled into a report from the gallery.  Notice how the vertical and horizontal intercept lines are off centered, identified by the arrows.

 

The first step is making sure that your gallery is closed and Enable chart editing is turned on.  You can check this by clicking on the Edit menu and making sure the hammer and screwdriver icon  appears to be pressed down.

 

Once chart editing has been enabled, the next step is to right-click on top of the Risk/Return graph.  On the right-click menu select Graph>, XY Plot>, X-Axis>,  X-Axis.

 

At this point, the X axis dialog will appear on the screen.  On the Scale tab find the Intercept section, located towards the top middle.

 

Here you will first need to check the box that reads Center Intercept.  Once the Center Intercept box is checked you can choose to center the intercept approximately (default) or exactly on the x-axis.

 

Now that the Center Intercept box has been checked, hit the OK button.  You will now notice that the vertical intercept line is centered on the x-axis of your graph.  From this point you would repeat the steps listed above, only this time for the y-axis. 

 

Below is an image of what your graph will look like once both the x and y axis intercepts have been centered.

 

If you need any assistance with anything discussed throughout this post, feel free to reach out to our support team either by e-mail at clientservices@informais.com or by phone at (800) 789-5323.

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