Access Chart Data
To view the data set for the table, click the Data icon in the Edit toolbar.
A new tab opens in Workiva with all of your chart data in a table. You can modify the data, create formulas, add additional data, or format as desired.
Side by Side View
To see your chart and data in a side by side view:
Select the chart.
- Click on the Data icon.
- Click and drag the chart data tab to the right or right-click and choose Create Split View.
- Drop the data tab into the blue outline that appears.
When the chart and the data table are viewed side by side, the appropriate toolbar and panels will appear for the one which is selected.
To return to a single view:
- Click and drag one of the tabs back to the left.
- Release when the blue line appears.
Data Display in a Chart
The series for a chart are in Column A and create the X axis. Inserting a row will create a new series. Categories are in Row 1 and create the Y axis. Inserting a column will create a new category.
The order of data in the table will determine the order that data will appear in your chart. For the data in columns in the data table, the the first column of data in the table will be reflected as the data points at the furthest left in the chart.
For the data in rows, the data is plotted in the chart beginning at the top row. In a line chart, for example, the line representing the top row of data is the line furthest to the back. The data in the bottom row in the data table creates a line that is arranged at the front of all of the other lines.
In other words, if you want a line to be shown on top of all other lines, the related data needs to be in the bottom row of the data table.
For bar charts, the first column of data will appear as the left-most column while the last column of data will appear as the right-most.
Likewise, the top row in a stacked bar chart depicts the data in the top row of the data table. The bottom slice in the stack is the bottom row in the data table.
In a pie chart, the first row equates to the first slice to the right of the top of the pie chart. The rest of the rows correlate to the slices in the chart in a clockwise format.
Comments for Charts
You can add a comment to a specific chart in a document or Presentation. For a document:
- Place your cursor outside of the chart and click and drag over the chart. The chart will have a light blue highlight when selected.
- Open the Comments panel by clicking the Comment icon.
- In the panel, click the New Comment icon.
- Enter your text and choose Post.
A small gray circle will appear to the right of the document, indicating the number of comments. Click on the dot to see the comment content.
In a Presentation, click and drag over text associated with a chart in order to comment on a chart. From there, the process is the same as commenting on a chart in documents. For more information, see Comments in Presentations.