How to use Color Palettes in Crunch
Crunch offers the ability to create custom color palettes, defined at the organization level, at folder levels, or both, which apply your chosen colors to newly-created analyses as well as offering alternatives (e.g., for scales) that can be applied easily, and as needed for particular analyses.
Creating a new color palette
To create a new palette for your whole organization:
- Open the Crunch web app.
- Click the 3-dots icon in the top right, and then select the 'Organization settings' option.
- To create a new palette at a folder level instead, navigate to that folder and click the folder name in the header and then select the 'Settings'.
- In either case, click the Create palette button to create a new palette.
- The palette editor panel opens:
- Give your new palette a name and then click the blue + icon to add your first color.
- The color picker appears, which allows you to choose from a library of suggestions or to define your own custom color by entering HEX values, RBG values or HSL values:
- When finished, click the Apply button.
Using previously stored colors
Once you have added one or more colors, you can use the live-preview controls to see how your selections will look. You can choose whether the preview chart is with or without a legend and how many categories it has. This is important because you need to see what Crunch will do when there are more categories than you have defined in your palette—the answer is that Crunch will start using the default Crunch palette from the first category not covered by the palette until the end. It is therefore good to define as many colors as you can in your palettes.
Once you are happy with your palette, click "OK" to return to the previous panel. Here you can then (optionally) set your newly created palette to be the default for the current organization/folder so that all new analyses saved to the deck automatically have this palette applied.
More about using palettes
Palettes are not applied to analyses in any persisting way—they merely provide an automated and convenient way of setting the individual category colors. Therefore, any subsequent changes to the definition of a palette will have no effect on existing analyses that had that palette applied to them. Such changes will only apply to analyses created from this point onwards.
Having color palettes automatically applied to newly created analyses is a big time saver, but sometimes an analysis needs an alternative set of colors: perhaps because it is a scale question or because you want to use particular brand colors. In these cases, you can still go to the edit panel of the particular analysis and either choose a different pre-defined palette from a dropdown menu or make manual one-by-one color selections for complete control.
For such purposes, it can be helpful to define a wide range of different palettes to cover different analysis types. For example:
This shows a "Main brand colors" palette which is the default, but there is also have a "5-point scale" palette and a "Linear scale (10-point)" palette so that you can quickly apply these palettes for those analysis types.
There is also an additional option for "Inherited". If you set your Default palette to "Inherited" then Crunch will use whatever is the next default palette up the folders hierarchy. This may come from a parent folder, from the organization settings, or if there is no palette defined at any higher level, from Crunch's default palette.