Customise a Chart

How to modify a chart, e.g. edit the chart title, add a label to an axis and change the font of these or change the dates included in the series of data displayed.

Field

Description

Graph Preview

A preview of the graph updated as changes are made.

Properties

The Properties or options that can be changed about each part of the graph are changed in this section of the Chart Wizard. There are two sets of tabs - ones on the right-hand side and ones at the top. When navigating around, choose a tab from the right-hand side first followed by one at the top.

Previous and Next

Used to navigate through each section of the Chart Wizard. These can be over ridden by choosing a section from the Construction/Presentation pane of the Wizard.

Cancel

Cancels any changes made.

Finish

Saves any changes made and displays them in the Chart tab in Client Details.

Graph Section

Each of the sections displayed in the Construction and Presentation pane can be edited in the Chart Wizard. The table below show where to go within the Chart wizard to change specific things.

 

What to change

Where to get to it
1. Graph Section

 

The first option on bold, e.g. Go to Axes is selected from the Construction/Presentation pane, any subsequent options are selected from the Properties pane discussed below.

Add chart title and change font.

Go to Chart Titles > Text tab.

  • Type into the text box that by default displays the text "Chart". This should automatically update the title displayed in the Graph Preview.
  • Click General tab > Font to change the titles font.
  • Click Add to add a second title to the chart (and Remove to delete it).
 

Add an axis title and change font.

  1. Go to Axes > Elements
  2. Select the Axis required for editing from the drop-down at the top.

    3. AxisX = Horizontal axis

    AxisY = Vertical axis

  3. Tick the Visible tickbox
  4. Edit the Text box as required
 

Change the dates used for the data displayed.

  1. Go to Axes > General tab > Range.
  2. Dates should appear on the Primary AxisX.
  3. Untick Auto.
  4. Change the Min/Max dates as required. Leave the time portion of the date as it defaults in.
 

Change the Legend font.

Go to Legend > Text.

Change the way a series is plotted, e.g for a line graph.

Go to Series Views > Appearance.

Change the minimum weight used for the data displayed.

  1. Go to Axes > General tab > Range.
  2. At the top change the drop-down to Primary AxisY as this is the vertical axis and should display the weight details against it.
  3. Untick Auto Change the Min weight to that required.