Edit the data associated with your chart to update the display. Add links to connect to sources such as spreadsheets. Switch the chart layout to change from categories to series. Lock cells in the data table to prevent changes to values or formatting.
Link chart data
Linking reduces the risk of conflicting values in your financial documents. Source links contain primary values. Change values here when needed. Links can be sourced from spreadsheets, documents, and Presentations. Source links are copied to various locations to create destination links. Updates to the source value flow to every destination link.
To link from a data table:
- Select a cell in your chart data table.
- Paste the contents into the desired location.
- Click on the clipboard that appears and choose the appropriate Create Links option.
If you want to see full information about the link, right click to access the Link Properties panel. This will show you all associated links and changes that have been made to the selected link.
If you need to make a change to linked data:
- Double-click on the cell.
- Choose Go to Source.
Edit chart data
You can modify the values for your chart, add additional data, create formulas, and remove or hide data as desired in the data table. Right click a row or column header or use the icons in the toolbar to add or remove columns and rows to adjust the size of your table.
Hide or unhide columns and rows to control the data displayed in your table. If you hide a column or row in the data table for a chart, the related data will no longer be shown in the chart. For example, if a particular row holds the data for a series and that row is hidden, the series will no longer appear in the chart.
Switch the chart layout
To switch the way rows and columns map your chart data:
- Select the chart.
- Click the Switch icon in the toolbar.
This switches the display of the rows and columns and allows you to change from categories to series and vice versa for horizontal and vertical layouts.
Lock cells in data tables
Locking selected cells prevents changes to data, including changes to the formatting. Only a Document Owner can lock or unlock cells. Locking a destination cell will still allow for the value of that cell to be changed at the source.
Cells in your data table can be locked or unlocked by selecting the cell(s) and then choosing Lock or Unlock from the Edit tab. Rows, columns, or tables containing locked cells cannot be deleted.