Whenever possible, charts created from external data should be formatted using rules (e.g. conditional formatting). Using rule driven formatting eliminates the need to do any manual formatting on a chart after synchronizing a chart with source data.

Chart Templates

Main Article: Chart Templates

You can create an unlimited number of Chart Templates. A Chart Template contains a set of rules (e.g. conditional formats) that are applied to a chart. Each rule sets one or more presentation properties of any matched boxes. For example, the rule 'Employee Type' equals 'Contractor' could set the background of a chart box to red.

The Chart Templates Panel (located in the Side Panels) is used to manage chart templates.


Box Styles

Main Article: Box Styles

You can create an unlimited number of Box Styles. A Box Style contains a definition of exactly how a chart box should be presented. Using a box style, you can set which fields, fonts, colors, etc. are displayed in a chart box.

Box Style Examples

A box style for a manager contains the following fields:

  • Name (in bold)
  • Title
  • Department
  • Headcount (number of subordinates that report to the manager)

A box style for an individual contributor contains the following fields (notice the headcount is omitted as showing the number of subordinates for individual contributor is irrelevant as it is always zero):

  • Name (in bold)
  • Title
  • Department

The Box Styles Panel (located in Side Panels) is used to manage box styles.


Reviewed 08/24/2014