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Charts and chart templates

Adding new charts and creating/deleting chart templates.

Updated over 3 months ago

Adding a New Chart

  1. Click the "+" icon in any panel of the platform window.

  2. Select the chart type from the dropdown.

  3. Choose either Default Settings or Saved Template.

  4. If you choose Saved Template, select the template you want from the dropdown.

  5. Click Continue.

  6. Use the tabs to adjust any of the chart settings.

  7. Click Done to launch the chart.

Saving a Chart Template

  1. Click the Settings icon in your active chart tab.

  2. Click Save as new template from the bottom of the chart settings window.

  3. Enter a name for the chart template.

  4. Click Done to save your changes.

Editing Chart Settings

  1. Click the Settings icon on the active chart tab.

  2. Use the tabs to edit any of the chart settings.

  3. Click Done once you have made your changes.

Remove a Chart

  1. Click the Settings icon on the active chart tab.

  2. Click Remove.

  3. Confirm that you want to remove the chart.

Changing Chart Style

  1. Click the Settings icon in any open chart.

  2. Click the Style tab.

  3. Use the dropdown menus and toggles to set your preferences.

  4. Click Done to save changes.

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