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Report Designer

Insert a chart

Follow these steps to insert and manage charts in the Report Designer.
note
  • Charts can't use data from repeating cells. Create separate total rows for different accounts or groups.
  • You'll see a light-blue tag in cells with charts. The chart only shows when you preview or print.
  • Always put the chart in the same area as its data.
  1. Select the cell where you want to insert the chart.
  2. Select
    Insert
    , then
    Chart
    .
  3. Set up your chart:
    1. Type: Select a chart style in the
      Type
       tab.
    2. Data: In the
      Source Data
       tab, enter the cell range for your data in the
      Cell range
       field. For example, for Total Assets in a Balance Sheet, enter
      B27:D27
      .
    3. Labels: Define labels for your data points and legend entries.
    4. Chart Area: Add a title, subtitle, and set the chart's size and border in the
      Chart Area Properties
       tab.
    5. 3D Effect: Mark
      Display in 3D
       in the
      Plot Area Properties
       tab if you want a 3D look.
    6. Axes: Add grid lines and format the X and Y axes in the
      Axes Properties
       tab.
    7. Colors: Choose your color scheme in the
      Series Properties
       tab.
    8. Legend: Decide if you want a legend and where to put it in the
      Legend Properties
       tab.
  4. Select
    OK
     to save your chart.
  • To change an existing chart, select its row, then select
    Format
     and
    Chart
    .
  • To remove a chart, select its cell, then
    Insert
     and
    Remove Chart
    .

This article applies to:

  • Product: Accounting CS,Workpapers CS
  • Subject: Reports

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