OrgChart User Guide

The Select Chart Template function allows you to select the Chart Template that will be applied when a chart is refreshed. A Chart Template contains a set of rules (e.g. conditional formats) that are applied to a chart. Chart Templates are used to automate chart formatting so that no manual editing is required after a data refresh.

The Select Chart Template function is a step within the Import Wizard. For existing charts, the Select Chart Template function is accessed using the Refresh Properties button.

The following options are available:

• System Templates - Select from a predefined library of chart templates
• User Templates - Select from your own library of user defined templates

See the topic Rule Driven Charting to learn more about how to create and manage Chart Templates.