In Workiva, charts are built using a table of data. When the values in the table are updated, the chart automatically updates.
Insert a Chart in Presentations
To insert a chart in a presentation, click the Chart icon on the Edit toolbar. Choose the type of chart you’d like to insert.
Format Charts in Presentations
You can format charts to customize the appearance and to clarify the data presented. To format a chart in Presentations, right click on the chart and open the Charts Properties panel.
Here you can modify the size of the chart using the Width and Height boxes in the Chart Properties panel. You can also format the appearance of the chart including:
- Chart Sizes & Page Placement
- Spacing for Charts
- Chart Borders
- Background Colors for Charts
For more information about modifying charts, see the following articles:
View Chart Data
To view chart properties or data, or to save your chart as an image, select the chart and then right-click to access menu options including Chart Properties , View Chart Data and Save As .
You can also navigate to the data using the Chart Data icon in the toolbar or the Properties icon in the vertical menu to the far right of your screen.
You can click and drag the Data tab to get a split screen view. Any changes you make in the data table will be reflected in the chart.
Save Charts in Presentations
If you right-click on a chart, you have options to Save As a JPEG or PNG.
Delete a Chart in Presentations
To delete a chart, click and drag over the chart and use Delete on your keyboard.