Using the right chart can make a big difference in the effectiveness of your communication with stakeholders. Wdesk offers a variety of charts for different purposes. Charts automatically generate as JPGs when added to a filing.
To learn more about chart formatting, see Customize Chart Appearance.
For more information on display options, see Axis and Series Display for Charts.
Line and Area Charts
Line and area charts are constructed to show changes over time. Line charts demonstrate changes in a specific trend for a single data group. Measurements are indicated by markers and joined with straight line segments.
Marker size, shape, fill colors and borders are highly customizable. To adjust these options, right-click on your chart and choose Chart Properties .
Area charts are similar to line charts but emphasize changes in values by using color fills to compare quantities. Two or more quantities can be compared with an area chart.
You can further customize the plot fill on an area chart using the Opacity setting in the Chart Properties panel. This allows you to create areas of your chart that are more or less transparent as desired.
More information can be found in the Line and Area Charts article.
Column, Bar and Combo Charts
Column and bar charts are used to compare different items or identify changes over time. Column charts feature a vertical display of data and bar charts allow for horizontal formatting of data.
Stacked charts can be either horizontal or vertical and break data down into constituents to identify problems or highlight progress.
Use the Chart Properties panel to control column width, column color, border colors, column overlap and label positions for all columns at once or individual columns.
More information can be found in the Column, Bar and Combo Charts article.
Pie and Doughnut Charts
Pie and doughnut charts display data in slices rather than in series. Pie and doughnut charts are a graphical representation of data points as percentages, showing a comparison of parts to the whole. A doughnut chart displays as a ring with a variable inner radius.
Slice colors, borders, and labels are controlled from the Chart Properties panel. Each slice in a pie or doughnut chart can be formatted individually.
More information can be found in Pie and Doughnut Charts.
Waterfall charts have initial and final value columns with floating columns in between, demonstrating negative and positive values with an impact on the initial and final values.
The most common use case for a waterfall chart is displaying three total columns with the changes between. Often these are three different years with profit and loss comparison and a midpoint total column.
Waterfall charts include the option to change the color of columns representing Positive Change and Negative Change, as well as changing Column Types so that either a Total value or Change is represented.
More information can be found in Waterfall Charts.
Scatter and Bubble Charts
Scatter and bubble charts are useful for displaying two or more dimensions for data simultaneously. Scatter and bubble charts are often used to communicate data related to risk management, audit and SOX processes.
Scatter and bubble charts can be used to help to identify correlations between two variables. This can help identify the potential root cause of problems. Dimensions may include the point label; X axis position; Y axis position; point sizes, shapes, and colors; and chart gradients.
All of these dimensions can be controlled from the chart’s data table and the Chart Properties panel. The Chart Properties panel provides access for the General settings, Plot settings and the Bottom Axis and the Left Axis.
More information can be found in Scatter and Bubble Charts.
Chart Health Checks
Document Health performs several checks on charts. You will be alerted through the Document Health report if any of the following are found:
- Duplicate axis labels
- Empty cells in chart data
- Overlapping data points
- Non-numeric text found in chart data
- Mixed shown-in scales used in chart data
- Data point cropped from view
- Empty chart series name
Learn more about Document Health.