Formatting Charts
Overview
You have full control over the presentation of your charts. This section provides details on how to modify the various presentation aspects of a chart.
Notes
- Whenever possible, you should use Rule Driven Charting instead of manually updating presentation properties.
- You also have full control over the Master Page presentation. The master page contains elements that are included on every page of your chart (for example, a corporate logo or page numbers).
Presentation Options
The following presentation options are available:
- Box Properties allow you to modify properties including color, border style, box shape, sort order of boxes and fields shown (within a box).
- Text Properties allow you to modify text properties including font size, font style, font color and cell background color.
- Text Alignment allows you to modify text alignment and text wrapping properties for cells within boxes.
- Line Properties allow you to modify line color, line style and line thickness for connecting lines between boxes.
- Chart Positioning allows you to control how a chart is positioned on the page. You can also manually position a chart on the page.
- Branch Styles allow you to control the branch style of boxes within your chart.
- Box Spacing allow you to change the spacing between boxes.
Copy Format
The Copy Format option is a quick way to copy box properties to multiple boxes.
To use the copy format tool:
- Select any box in the chart (make sure you are in the
Select Tool Mode - Click on the
Copy Format Tool - Select any other box(es) in the chart
- Click on the
Paste Tool to apply the copied format to the selected boxes
Notes
- The Box Styles library allows you to store/apply a predefined set of box presenations.
- The Page Properties function allows you to control various page settings (e.g. page size, margins size, etc.).
- The Fast Select allows you to select groups of objects quickly (e.g. all managers or all non-managers).
Reviewed 9/4/2017