Disclosure Studio - Editing and Automating Charts

Charts in the Gravity platform can be fully customized — from manually editing cell values and changing chart types, to linking live financial data and applying custom calculations. This article walks through each stage of configuring and formatting your chart data.

There are 4 sections when updating and formatting chart data. Select the section below to navigate directly to that section.

1. Chart Configuration
2. Data Integration
3. Custom Calculations
4. Value Formatting

Chart Configuration

1. Select Edit Chart to open the chart editor.

2. Edit the cells directly — similar to any spreadsheet tool — to configure your chart values.

3. To change the chart type, select an option from the Chart Type dropdown menu.

Automate your Chart

1. Select the chain icon and choose Number from the dropdown list to link a cell to a live data source.

2. Select the desired Data Source from the list.

3. Select the desired Pivot View from the dropdown menu.

4. Select Next to proceed to data selection.

5. Select the specific financial figure you want to import.

Pro-Tip: If you want to select multiple figures from this view, hold Shift and click each one.

6. Select Finish to link the selected data to the cell.

7. Optionally, you can select the Format Cells icon in the spreadsheet toolbar to apply formatting to the linked data.

Custom Calculations

1. To automate a calculated value (such as a percentage), create a new sheet in the chart and navigate to it.

2. Enter a formula to pull data from the main display sheet — for example, =Display!B1:B10.

3. Enter the relevant formula to calculate the required percentage or other derived value.

Value Formatting

1. In the Display sheet, right-click the figure you want to format and select Format Cells.

2. In the formatting menu, select the category and number of decimal places. When satisfied, select OK.

Review and Save

1. Select Update Chart to apply all spreadsheet data and formatting changes to the chart.