In many spreadsheet applications, tables and charts are separate features. In Workiva, charts are made up of both the table of data and the chart. When the values in the table are updated, the chart automatically updates. You can insert charts in both documents and presentations.
Insert a chart
To insert a chart in a document:
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- Place the cursor in your document. On the Edit toolbar, click the Insert button.
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- Go to Chart in the drop-down menu. Click the desired type of chart.
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- The inserted chart can be customized using the Chart Properties panel (see below).
So fügen Sie ein Diagramm in eine Präsentation ein:
- 1
- Select the slide where you would like the chart inserted. On the Edit toolbar, click the Insert button.
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- Go to Chart in the drop-down menu. Click the desired type of chart.
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- The chart is inserted in the upper left corner of the slide. Hover over the edge of the chart until the double arrows appear. Click and drag to the needed location on the slide.
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- The inserted chart can be customized using the Chart Properties panel (see below).
View chart properties
The Chart Properties panel contains numerous options to customize the type of chart selected. These settings allow you to adjust the title, axes, series display, legend and more.
To view chart properties:
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- Wählen Sie das Diagramm aus.
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- Right-click to access the menu options.
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- Choose Chart Properties . The Chart Properties panel will open to the right. The settings available depend on the type or chart selected.
To customize your chart's appearance, see Chart sizes and spacing and Customize chart appearance.
Save your chart as an image
Charts can be saved as an image and exported as high-quality graphics for use in all of your business communications.
To save your chart as an a image:
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- Wählen Sie das Diagramm aus.
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- Klicken Sie mit der rechten Maustaste, um auf die Menüoptionen zuzugreifen.
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- Hover over Save As . Click PNG or JPG.
Change the chart type
You can change a chart to a similar type using the Chart Properties panel. For example, if you are in a line, column, area or waterfall chart, you can change the chart type between these options using drop-down options. This is a time-saver rather than having to delete a chart and insert a new one of a different type.
To change the chart type:
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- Wählen Sie das Diagramm aus. Right-click to access the menu options. Choose Chart Properties .
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- The Chart Properties panel will open to the right.
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- Under Series, you'll see a drop-down for Type. Choose the desired chart type.
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- You can also change the chart type for a specific series. For example, if you’d like one series to display as a line and the other series as columns. Choose a specific series and then use the Type drop-down.
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- If you are using a pie or doughnut chart, you can shift from one type to the other by using the Doughnut Hole setting. If it’s set to zero, the chart is a pie chart. All higher settings will create a doughnut chart.
Delete a chart
Simply clicking a on a chart and using delete will not remove a chart from a document or presentation. This is to keep charts from being deleted inadvertently.
To delete a chart:
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- Click above or below and drag over the chart to select.
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- When you see the light blue highlight superimposed over the chart, use Delete on your keyboard to remove the chart.
If you want to restore a deleted chart, you can simply use the Undo button.
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