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. This article covers inserting and deleting charts in documents.
Insert a Chart
To insert a chart in a document:
- On the Edit toolbar, click the Insert button.
- Go to Chart .
- Select the type of chart.
To view chart properties or data or to save your chart as a PNG or JPG, select the chart and then right-click to access menu options. You can also navigate to the data and chart properties using the icons in the toolbar.
Change Chart Type
You can change a chart to a similar type using Chart Properties on the right. If you are using a line, column, area, or waterfall chart, you can change the chart type among these options using the drop-down options in Chart Properties with the Type drop-down under Series.
You can also change the chart type on a series level. For example, if you’d like one series to display as a line and the other series as columns. Select the Series you’d like to work with in the drop-down menu and set the Type for that particular series.
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
If you need to remove a chart, click above or below the chart and click and drag over the chart to select. You’ll see a light blue highlight superimposed on the chart. Then use Delete on your keyboard to remove the chart.