Tutorial 1
Creating your First Chart
This tutorial provides step by step instructions on how to manually create a simple chart. See Tutorial 3 to learn how to automatically create a chart from External Data.
- If a blank chart is not shown, select the FILE RIBBON (
) and then click on the
New Document icon.
- Select the EDIT CHART RIBBON (
) and then select the
Add Box Tool. You are now in the Add Box Mode.
- Click on the top box of the chart three times to add three new boxes.
- Click on each box on the second level two times to add additional subordinates.
- Click on the
Select tool (to return to the Select Mode) and then click on the top box.
- Click again anywhere in the top half of the top box. The label <Name> should be displayed.
- Type in any name (e.g. 'Jack Welch') and then hit the Tab key (on your keyboard) to advance to the next field. The label <Title> should now be displayed.
- Type in any title (e.g. 'CEO') and then hit the Tab key. The selection advances to the next box.
- Finish populating the chart by filling in <Name> and <Title> for all boxes.
- Click on the
Save icon (located in the top tool bar) to save your chart. The File Manager is displayed.
- Give the chart a name by typing into the Filename text area (at the bottom) and then click on the Save button (in the lower right below the Filename text area).
- Congratulations! You've created and saved your first chart.

Tips and Tricks
- Right click on the chart background to change tool modes.
- Double click on the chart background to return to Select Tool Mode (from any other mode).
Reviewed 08/17/2017