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Chart Wizard

If you want to create and capture data in graphic form, you can use the Chart Wizard tool. Here you can use only a few of the tool’s options to format your own graph, or use the Wizard to lead you through the steps of building a graph or document to be saved or printed.

In the Chart Wizard window you can follow the steps controlled by the Previous and Next buttons. In the last step you can display the finished graph in the Quick chart panel by clicking the Finish button.

You can use the Finish or Cancel buttons at any point in the Wizard process (if you are satisfied with the partial settings, it is not necessary to go through all the Wizard’s steps). You can also move freely among the individual steps by clicking on the icons for the steps on the left side of the Wizard, or by using the Previous and Next buttons.

 

Chart Type

In Chart Wizard, first choose the type of chart with the Chart Type button. After it activates, the types of charts display in the right part of the window. You can limit the choice of charts to graph, by choosing groups of types from the drop–down menu in the upper part of Chart Wizard.

 

Chart’s Appearance

In the second step, determine the chart’s Appearance (from the Appearance button). Two drop–down menus are available:

Palette – In the Palette menu you can choose colour schemes, i.e. the colour combination for use in the chart. A range of colour schemes is available, along with the option of creating your own.

Style – In the Style menu, you can customize the chart’s colouring, by choosing a base colour from the palette you selected in the preceding step. This will limit the spectrum of colours used in the graph to shades of the base colour, in combination with the background’s neutral colours.

You can complete the graph preparation with these steps by clicking on the Finish button, or continue with more detailed settings, or with creating a document based on the graph.

 

Chart

Under Chart, you can modify graph properties in several ways, reflected in the side tabs on the right side of the tools window:

Appearance – This tab is mostly useful for working on the graph document’s Background Colour (except for the X and Y axes, which were adjusted in the preceding step), Fill Style (which for example lets you use Gradient colours), and background Hatch style. You can also select and insert a Background image to be copied from a file.

Border – This tab lets you choose whether the chart (with its background) should be framed. You achieve this by checking Visible. You can then choose the frame’s Colour, and line Thickness.

Padding – This tab serves to organize space around the chart. You can place padding equally on all sides using the All selection, or for individual sides of the graph using the Top, Bottom, Left and Right fields.

Empty Chart Text – On this tab, you can enter the text to be displayed if the graph comes out empty. You can also choose the text size, colour and font.

Small Chart Text – On this tab, you can enter the text to be displayed if the graph comes out too small to draw. You can also choose the text size, colour and font.

 

Diagram

Diagram is where you customize the settings of the graph itself. You have three tabs available with the following settings:

General – On this tab, you can rotate the chart on its axis by checking Rotated, i.e. graphs that were vertically oriented will display horizontally. You can also adjust the graph’s margins within the document by changing values in the Margin tab. If you want to display multiple charts simultaneously in the document, you can decide (under Pane Layout) whether the graphs will be laid out under one another (Vertical) or next to each other (Horizontal). Finally, in the Distance field you can set the gap between these graphs within the document.

Elements – Here you can expand the number of secondary X and Y axes in the graph. To add an axis, click the Add button. In Pane, you can add panes to display multiple graphs within a single document.

Scroll & Zoom – This tab contains checklist fields for setting Scrolling options within a chart, or the size under Zooming. You can use each tool separately for the X and Y axes, and for both tools set a combination of controls using the mouse and keyboard.

 

Panes

Pane is a step that allows you to make even more adjustments to panes in which settings appear within a document. If you added panes in the Diagram tab (i.e. Add under the selection Pane), you can set each pane separately using this tab. Choose a pane in the drop–down menu (containing all panes in the active document) on the upper part of this window, or alternatively click on the pane in the document’s graphic display. The individual settings organized in the tabs on the right correspond to each selected pane.

General – In order to make Pane visible, check the Visible option. If you are not working with a standard pane (Default Pane), you can enter the pane name in the Name field. Under Size you can set the ratio of pane sizes (which is useful if multiple panes are to be displayed) by either one of two methods, which you can choose in the field Size mode. The Use Weight method lets you set the weight in the Weight field (for example, a user leaves the standard weight of 1.0 for standard panes, but in the following pane he uses 0.5, meaning the second pane will display half as large as standard size). The other method is Use Size In Pixels, where you can set the pane height in pixels. In case of any change, both methods will recalculate.

Appearance – On this tab, you can change the background display colour settings of the pane itself, independent of the document background. Settings here function similarly to settings for the document background.

Border – On this tab you can choose whether the pane’s frame should be displayed (using the Visible field), and the colour of the frame.

Shadow – Here you can choose the pane’s shading (using the Visible field), and set the Colour and Size.

Scroll & Zoom – If you have set scrolling and zooming options in the Diagram step, these values also apply to the pane: checklist fields will be coloured in; and next to the option (such as Enable scrolling), there will be a bracketed statement as to whether this option is allowed (True) or not (False). For a pane, you can change these options by clicking and checking if you want to allow them, and unchecking if you do not want to allow them.

Scroll Bars – If you have enabled scrolling, on this tab you can set scrollbar display, independently for X and Y axes, by checking Show scrollbar. You can set the bar position using the option Near (to display on the relevant axis) and Far (to display at the farthest side of the graph opposite that bar’s axis). Under Appearance, you can set Bar colour, Bar thickness, Background colour, and Border colour.

 

Axes

On this tab, you can make detailed settings for every axis in a graph, whether standard or user–added, in the Diagram step, as secondary. Setting a standard axis is slightly different from setting secondary axes, in the setting of value scales: in standard axes this scale is predetermined based on values chosen for display (years, months, and measurement unit values); while for secondary axes the scale can be adjusted (or refined, for example). This advanced setting for the secondary axes can be made in the General tab, under Grid Spacing, where you can select Auto for automatic settings, or check options to set step size in the Value field. The section Logarithmic Options presents another possibility. Select the axis on which you want to adjust settings from the drop–down menu in the upper part of the window, or by clicking on the graph axis. The axis will change colour when you move the mouse cursor over it, and by clicking on it you can change axis properties.

General – On this basic tab, you can determine whether to display an axis – for this check Visible – and also the panes in which you want to display it, under the selection Visible in Panes (after you click on the ellipsis symbol a new window opens, in which you click on the pane where you want the axis displayed). In the Name field, you can enter the axis name. Under Position, you can set the axis Alignment: the Near option sets a standard display; the Far option moves the axis to the opposite side of the graph; and the Zero option displays the axis in the standard position but without a scale. If you check Reverse, the graph axes will be transposed.

Appearance – On this tab, under Appearance, you can change the axis colouring, both Colour and Thickness. If the Enabled option for the Interlace function is checked, you activate coloured lines for easier orientation by values. A standard apparatus is available: Colour, Fill mode, Second colour for Gradient and Hatch styles, the Gradient mode, and the Hatch style.

Elements – On the sub–tab Title, you can display text on the graph’s axis by checking the Visible option; this can be edited in the Text field, and can correspond to the axis name. You can also change the text position in the Alignment field, text colour under Colour, and font under Font. On the sub–tab Tickmarks, you can set the display of gridlines, both Major Tickmarks (reflecting values) and Minor Tickmarks (smaller markings for better orientation). Apart from Length and Thickness, you can set the number of minor tickmarks between major tickmarks, in the Minor count field. By checking the Cross–axis field, these markings will appear identical on both sides, even the side where there are no values. On the sub–tab Grid Lines you can switch on (by checking the Visible option) display of guide lines across the graph that correspond to Major and/or Minor Tickmarks. You can also set the Colour, Dash style, and Thickness of these guide lines.

Labels – This tab is organized into three sub–tabs: General, Auto and Custom. On the General sub–tab you can switch on or off the display of labels for axis values (the default setting is on). Under Layout, you can set the Angle of labels. Checking Staggered will arrange labels horizontally. Under Text Settings, you can adjust colour, font, positioning, maximum width and maximum number of lines in labels. Selecting Anti–aliasing will "smooth out" the displayed text, improving its legibility in the chart. On the Auto sub–tab, you can enter text, numerals or symbols in the Begin text field, which will automatically insert at the beginning of each label. The End text field functions analogously for the end of the label text. On the Custom sub–tab, you can create your own set of labels, using the Add button to append, and the Name and Value buttons to what you want to display. This will suppress the original values read from the statement.

Tip: If your label names are lengthy, switch on the Staggered option.

Strips – By using strips, you can visually differentiate the chart’s background into coloured sectors. First, add one or more strips using the Add button. Then for every strip (which you choose from the drop–down Strips List), set the properties on the General, Limits and Appearance sub–tabs. On the General sub–tab, chose whether to display a strip (using the Visible option), enter the strip name (in the Name field), and/or show a label with this name within the chart. You can also show the strip name in the chart’s legend (using the Show in legend option); here you can also enter the text to appear in the legend. On the Limits sub–tab, you can set the boundaries of the strip’s area – by changing Minimum and/or Maximum under Value. On the Appearance sub–tab, you can change settings for Colour and for Fill mode (Solid, Gradient, Hatch); for Gradient or Hatch additional settings are available (Second colour, Gradient mode, Hatch style).

Tip: Strips can be added to any graph axis. You can change the axis to which you want to add a strip by clicking on the axis values in chart preview.

Tip: If you do not check Enabled for Minimum and/or Maximum, the strip will fill the chart’s entire background over the minimum value or under the maximum.

Constant Lines – The displayed chart can be optically divided with lines emphasizing certain values. You can display more than one such line, and link them to the values of any axis. To add lines, use the Add button. Properties can be set on three sub–tabs: General, Appearance and Title. On the General sub–tab you can determine where the line is to be displayed (using the Visible option), whether it should display above or below the graph (using the Show behind option); and in the Name and Value fields you can enter the name and the value to which the line is linked, i.e. where it should display. The line can be displayed as part of the chart in the legend (using the Visible option under Legend), and text can be entered to appear in the legend (if this field is left empty, the line name will appear). The Appearance sub–tab allows you to change the Colour, Dash style, and Thickness. The Title sub–tab contains options for adjusting the text displayed by the line in the graph. You can enter the text to be displayed (using the Text field), its location (using the Show below line and Alignment options), and Colour and Font of the text.

Tip: If it is important to emphasize the beginning or end of some event (such as organizational measures), Constant line may be an appropriate tool, to set off a specific turning point.

Scale breaks – This tab lets you replace part of the chart with scale breaks. You can insert scale breaks automatically or manually. Set automatic insertion of scale breaks on the Auto sub–tab, by selecting Enabled. You can limit the number of such scale breaks in the Max count field. Scale breaks inserted by the user can be combined with automatic scale breaks, using the Custom sub–tab to add one or more scale breaks with the Add button. For each scale break, you can decide whether it should appear (using the Visible field), edit its Name, and set the area’s boundaries for the values the scale break will be replacing (Edge1 and Edge2). On this sub–tab, you can change the display Style, Size in pixels, and Colour.

Tip: If you replace insignificant or less–interesting parts of the graph with scale breaks, the chart can be made much more useful.

 

Series Views

A series is a grouping of associated data points. The most important characteristic of a series is how it is depicted, which determines precisely how the data is visually presented. For example: if a user selects multiple rows/accounts from the statement to be graphed, the values of each account will be a different series. For every series, after its selection (either from the drop–down menu in the upper part of the window, or by clicking on the series value in the graph), you can change multiple settings, depending on the type of graph selected in the first step of Chart Wizard. Therefore, the following description of tabs describes only basic settings as an overview of all possibilities.

General – The basic option in this tab is assigning series to chart axes. If you have added secondary axes in the Diagram step, now you can assign every series to the alternative X and Y axes. You can also assign a series to other panes, if you have added panes in Diagram.

Appearance – You can change different settings, depending on the graph type: line style for line graphs, fill style for column graphs or the like, etc. If you check the Colour each point option, you change the colour of the symbol expressing each of the values in a series.

Shadow – You can set whether and how to apply shadowing to a series’ graphic appearance.

Marker – Border (for column graphs), and Marker (for line graphs), serve to change how individual series values are to be displayed.

Indicators – By adding one or more indicators (using the Add button) you can display a series’ trend. Options include Regression Line, Trend Line, Fibonacci Fans, Fibonacci retracement, Simple Moving Average, Exponential Moving Average, Weighted Moving Average, and Triangular Moving Average. Each indicator has its own setting, which appears in the tab after it is activated.

Tip: By assigning series to various axes, you make it possible to display a series within a single graph in a variety of measurement units, and seek visually for a relationship or data pattern.

 

Point Labels

This step of Chart Wizard serves to adjust the appearance of labels in individual series’ values. Every style of graph has its own alternatives for displaying labels, and therefore the settings for their display are pre–set according to type of chart selected, and will be different for each type. The settings they have in common include:

General – In setting the text, you can change the Colour, Font, Alignment, maximum widths, number of lines, etc.

Appearance – On this tab, you can as always adjust the labels’ background.

Border – Here you can set how the frame displays, both Colour and Thickness.

Shadow – You can display shadowing of labels (using the Visible option); here again you can also set shadow colour and size.

 

Chart Titles

You can add one or more titles to a chart, or document containing a chart, by clicking on the Add button.

Text – The title text can be entered in a window of the Text tab. Choose the title in the drop–down menu of the upper part of the window, or by clicking on the title in chart preview.

General – You can locate the title in the graph document using options under Position; the Dock function lets you place the title in the Top, Bottom, Left, or Right part of the document. (Page display automatically rotates in the direction of the title text.) The Alignment option serves to place the title within the position you have chosen, with choices of Centre, Near, and Far. The Indent setting is for title indentation relative to the chart itself. Under Appearance, you can change the title’s Colour and Font, and also set for wrapping text (Word Wrap) and the number of lines in the title (Max Line Count). By switching on Anti–aliasing, you can enhance the lettering and improve legibility.

 

Legend

In this step of the Chart Wizard, you can modify the chart’s legend. Options correspond to the legend’s meanings, and are therefore extensive, and organized into several tabs:

General – The legend can of course be hidden, using the Visible option. Choose one of four directions to orient the legend: Top To Bottom, Bottom To Top, Left To Right, or Right To Left. Horizontally, you can set equal spaces between the elements in the legend: Equally space items. Under Alignment, you can adjust the legend’s position in the document and in relation to the graph, both vertically and horizontally. The Outside option causes the legend to be placed outside the chart. Under Limits, you can regulate the legend’s space by setting a percentage from 0 to 100% in both directions. You can also set Margins, either equally on all sides (All), or for the Bottom, Left, Right, and Top.

Appearance – On this tab you can adjust the legend’s background under Background Colour and Fill Style. You can also insert a background from another file using Background Image.

Interior – This tab serves for adjustments of inner margins and spacing between elements. Under Indents, you can set Vertical and Horizontal spaces between legend texts. Text–Marker serves to set the gap between a symbol and the text. Under Padding, you can set spacing from the legend’s frame, either for the whole frame (All) or for individual sides.

Marker – You can set whether visible symbols (for lines in the graph) should be part of the legend, under the Visible option; and the size of such symbols under Width and Height.

Text – This tab serves to adjust legend text, specifically Colour and Font.

Border – On this tab you can set whether the frame is Visible, and its Colour and Thickness.

Shadow – You can also use shadows in the legend, and select the shadowing’s Colour and Size.

Tip: Shadowing functions even with an absent border. Note that it is best to coordinate the shadowing in legends and graphs.

 

Annotations

In the final step of Chart Wizard, you can create notes referred to as annotations. New annotations are created using the Add button. Under Choose Annotation Type, you can choose between making annotations either textually or graphically. Selections must be confirmed with the OK button.

General – On this tab, you can enter the annotation Name, and set its priority compared to other annotations if they overlap; higher numbers indicate a greater priority. Under Layout, you can set the annotation object size, Width and Height and Angle of rotation; or leave default options using Auto–size.

Anchor Point – Here you can determine where the annotation arrow should point. Under the Anchor option, choose Chart, Pane or Series Point. If you choose Chart then you can set the arrow position using X and Y coordinates. If you choose Pane, first use the Pane field to select which pane the annotation relates to, and then set the position using the available X and Y axes and values on these axes. If you choose Series Point, select the point by clicking on the ellipsis symbol and then select the series value.

Shape Position – In this step, you can determine the position of the actual annotation object. Under the option Position kind, choose between Free and Relative. Under Relative, you can set the object’s position compared to the arrow, defining Angle and Connector length. If you select the Free position, continue defining the location of the annotation object using the Docking sub–tab, where you will set the Target either as Chart Control (for placement in the document’s corners) or some pane, such as the default Pane. Use the Corner field to select one of the document’s or pane’s four corners. The Indents sub–tab lets you set indents for both Inner and Outer alignment.

Content – This tab is where you adjust the actual annotation content. The Text field lets you input the actual annotation text. The Text alignment defines orientation within the object, either at Centre, closer to the beginning (Near) or at the end (Far). Under Appearance you can adjust the text Colour and Font. The Anti–aliasing option refines the lettering for easier reading.

Padding – On this tab you can set the spacing between annotation text and the annotation object, either for all sides simultaneously (All) or for Bottom, Left, Right and Top individually.

Appearance – On this tab you set the background of the annotation object. You can set Background Colour using the Colour option; and change the Fill Style, either with Solid, Gradient or Hatch. Further partial settings are available for Gradient and adding a Second Colour, and if relevant for Hatch style. You can also change the object shape, under Shape, where you select a specific Kind from among Rounded Rectangle, Rectangle and Ellipse. For the Rounded Rectangle, you can determine the extent of rounding in the Fillet field. Under Connector, you can choose an appropriate connector shape to the annotation object, displaying the annotated value in the chart. (Various shapes of lines and arrows are available.)

Border – On the Border tab, you can choose whether the annotation object should have a visible frame (using the Visible option). You can also set the frame’s Colour and Thickness.

Shadow – Here you can decide whether shadowing should appear around the annotation object. In the Colour field you can then set the shadow colour, and in the Size field the size of shadowing and three–dimensional effect.

Tip: It is best to keep to one style of shadowing throughout a document with graphs.


 

 

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