Create and Customize Charts in a Report

Select a section of the article below to navigate directly to it.

• Create and Customize a Chart
  • Create a Chart and Add Data
  • Customize the Chart

Create and Customize a Chart Walkthrough

Select Next to move through the guide. You can also zoom in and out of the image by selecting the Magnifying Glass in the bottom right-hand corner. You can view the full guide by selecting the External Link icon. 

Key Actions to Know

Create a Chart and Add Data

• When you add a Chart to a page, it will immediately open the Add Chart modal to begin building.
  • Note: If you already have a chart in place and need to make changes, click the Chart content block then Edit Chart.
• There is templated data in the table to get you started. Edit the data as needed.
  • Note: Cell A1 is greyed out as Row 1 and Column A are meant to serve as the X and Y axis respectively. 
• You can also upload a File from Excel, just be sure to name the sheet you want to upload in Excel "Display" to make the connection.
• If you need additional worksheets in the table for reference or custom calculations, select the Plus icon next to Display.
• Just like with a Manual table, you can add formulas to perform calculations.

Tip: Charts can also be automated with variables and other features.

Customize the Chart

• Under Chart Type, select the type of chart you want to use to visualize the data. You can change this at any time to see the different types.
• Click Customize to change the look of your chart.
  • Enter the chart title to help readers know what they are looking at.
  • Enter the horizontal and vertical axis titles to describe the category or values at the bottom and along the side of the chart.
    • Note: You can add variables to any of these titles in a chart.
  • Select Show Legend to help readers quickly tell multiple data sets apart on a chart.
  • Select 3D to add depth to the chart.
  • Adjust the width and height sliders to change the sizing of the chart.
    • Tip: Reset it back to Auto as needed.
  • Click the Plus by Subtitle, Credit Text and Credit Link to add this information as needed to the chart.
    • Note: Variables can be added to the subtitle and credits text.
  • When you're ready, click Add Chart

Note: While the table editor is the same as a manual table, formatting within the table for a chart will not carry into the chart.