Graphs and charts can provide some major benefits to your documents allowing you to quickly provide information to your readers.

You can find a snapshot of picking the right chart below, or for more in-depth information see 'Which chart works for my data?'.

Selecting the right chart

  • Line chart
    For a sample/more than one sample that changes over time.
  • Area chart
    Demonstrate how values rise and fall over time.
  • Bar chart
    Compare/point out which have the highest or lowest values.
  • Pie chart
    Show percentages or parts of a whole.

Adding a chart:

Step 1: Open the interactivity of your design.

Step 2: Select the Charting option from the interactivity palette - choose from an on-page chart or display with a pop-up.

Step 3: Drag out the area for an on-page chart or the clickable hot spot for a pop-up.

Step 4: Upload your spreadsheet. A file can be uploaded to the Data Resources Manager first or within the charting module. If your spreadsheet contains multiple worksheets, you have the option to choose the required sheet. Important note: xls and xlsx file types can be uploaded when using Charting.

Editing data:
It's possible to check and edit the data of an uploaded spreadsheet in your Data Resources Manager.

  • Open the Data Resources Manager.
  • Select the Edit button for the spreadsheet you wish to amend.
  • Double-click into a cell to make any amendments.

Step 5: Personalise your chart using settings. Select the Settings palette to the left of your design.

Chart Data
These options are set as standard and are usually suitable for whichever chart and data set you are using. These settings can be found in various other spreadsheet applications, such as Excel, so should feel familiar, but see what works best for you.

Chart Colours

Use this section to set the font, background and grid colour. The opacity can also be set, in addition to showing the grid.

Chart Series Colours
Add as many series colours as needed by selecting a colour from the colour picker, followed by the plus sign.

Vary Colours by Point
This option is available for all types of bar charts. If the chart only uses one series, selecting this option will vary the colours for each bar.

Chart Titles and Labels
The title and legend will appear as standard but can be toggled off if needed. Axis titles can also be entered if required.

Showing the tooltip on your chart allows your user to hover over each data point for a breakdown of the data:

Previewing a chart
If you're using an on-page chart any changes made will automatically update as you apply them. The pop-up chart preview works slightly differently as you need to select the module on your page followed by the Preview icon. Once selected, any changes you make will automatically update as you apply them.

Best-practice tips
If you only have a small area to display a chart, try to reduce the amount of data you want to show as the chart itself may appear cluttered.

An on-page chart is ideal for simple trend charts, whereas a pop-up chart has more space for details such as axes legends and labels.

Once you have chosen the settings, check your chart and make any adjustments as needed, such as extending or reducing the box size, or removing/adding the title and legend.

If you think your data could be better suited to another chart type, you can return to it at any time to make further amendments.

Helpful links

Other articles in the ‘Module Types: Charting’ series

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