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Chart Toolbar Overview

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Delia Armijo
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In this lesson you will learn about the Chart Toolbar to help in creating, modifying, and exporting a chart in a Custom Report.

Before You Get Started

In order to add a chart, make sure to have the following:

  • At least (1) completed Custom Report
  • At least (1) category and (1) measure in a chart to access additional settings

If you have permission to edit the report, that will allow for accessing all tools in toolbar. If you have permission to view the report, your tool options will be limited.

Where to Start
  1. Select a chart in a Custom Report by visiting Charts > Chart List, or selecting from the Most Recent menu.
  2. If you are the author or have permission to edit, you will be able to access the toolbar.

As chart settings are applied, make sure to Save changes as often as necessary.

Tool Bar Options

Settings contains options to change how the chart looks such as the type of chart, legend placement, and how the title and labels are displayed. The current type selected is outlined in blue.

1. Settings

Settings allows you to change and modify:

  • Chart Type
  • Legend Options
  • Chart Title
  • Label Options

For more information about these settings, visit Change a Chart and Add Legends & Labels.

This option is only available to users who are the author of the report or have permission to edit.

2. Expand : Collapse

Expand : Collapse allows you to open the chart to full screen and back.

  • Expand removes the editing tools and puts the chart into a full-screen mode.
  • Collapse returns the chart to the editing screen
3. Save

Save will attach the chart to the report and become part of the Chart List.

  1. Apply changes by selecting Save.
  2. Enter a Chart Title, if not already entered.
  3. Optional Enter a Description about the chart.
  4. Select Close to NOT apply changes and go back.
  5. Select Save to continue.

This option is only available to users who are the author of the report or have permission to edit.

4. Export

When exporting or downloading a chart, you have three options to choose from such as PDF, Image PNG, or Image SVG

  • Options to set the desired size of the image different than 600 x 600px
  • Export will download the image onto your device

For more on exporting a chart, visit Export a Chart to learn more!

5. Reset or Clear

Reset will clear the current chart to a blank chart, to start over.

  • Once at least (1) category and (1) measure is applied, you will be able to save
  • If accidentally selected, do not save changes and reload the chart

This option is only available to users who are the author of the report or have permission to edit.

Next Steps

Ready to learn more? Visit Charts to get started.

Learn all about the different Chart Types available by visiting Chart Type Abstract.

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