The Chart tab appears in the tab strip only while a chart column is selected, and the ribbon switches to it by itself. It
shows the options of that one chart column. With no chart column selected it would only say "Select a chart column"; when you
deselect the column you are taken back to Start.
What you pick is saved for that column and the table is redrawn at once. The menus stay open after a click, so you can try
several choices.
📷 Screenshot needed: chart-tab-bar.png, chart-tab-needle.png, chart-tab-waterfall.png - the tab for each of the
three chart types.
Which sections each chart type has​
| Section | Bar chart | Waterfall chart | Needle chart |
|---|
| Chart | ✔ | ✔ | ✔ |
| Line | ✔ | ✔ | ✔ |
| Marker | | | ✔ |
| Text | ✔ | ✔ | ✔ |
| Middle Line | ✔ | ✔ | ✔ |
| Settings | Tooltips | Tooltips, Show Connectors | Tooltips |
| Button | What it does |
|---|
| Change chart | Menu: Bar Chart, Waterfall Chart, Needle Chart (the current one is marked). Switches the column to that type; the tab then shows that type's sections. |
| Remove Chart | Back to plain values. The Chart tab goes away. |
The bar (bar and waterfall) or the needle line.
| Button | What it does |
|---|
| Color Positive | Color of values at or above zero. Default green #8cb400. |
| Color Negative | Color of values below zero. Default red #ff0000. |
| Line Style | Menu with three groups, below. |
Line Style menu:
| Group | Choices | Meaning |
|---|
| Thickness | Thin, Medium (default), Thick | How thick the bar or line is. |
| Round (On / Off) | Default Off | Round ends. |
| Financial | Auto (default), Forecast | Forecast draws the bars hatched, the way a Financial Header marks a forecast. |
Marker (needle chart only)​
| Button | What it does |
|---|
| Marker Style | Menu for the marker at the tip of the needle: Color (default grey #595959), Thickness (Thin, Medium, Thick - the size of the marker) and Financial (Auto, Forecast). |
The values written next to the chart.
| Button | What it does |
|---|
| Display | Menu: On / Off to show the values (default On), and Position: Next to the line (default), Next to the middle line, Right column, Left column. |
| Value Format | Menu: Number Format Setting opens the Number Format dialog; Auto uses the column's own format. This is the same format as the Start tab's Number box - picking one here is picking it there. The mark shows which of the two the column has. |
| Value Color | Color of the values. By default the column's own text color. |
Middle Line​
The line through zero.
| Button | What it does |
|---|
| Show Line | Menu On / Off (default On). |
| Center Line | Menu On / Off: put the line through zero in the middle of the cell. Default Off. |
| Line Style | Menu: Color (default: black, or the color of the scenario), Thickness (Thin default, Medium, Thick) and Financial: Auto (default), Plan (a double line) or Previous Year (drawn in the Previous Year color). |
Settings​
| Button | Charts | What it does |
|---|
| Tooltips | All | Menu On / Off: show or hide the tooltips of the chart cells. Default On. |
| Show Connectors | Waterfall | Menu On / Off: the lines that connect the bars. Default On. |
Good to know​
- In a bar chart, a blank value or a text shows only the middle line.
- All chart cells of a column share one scale, made of the rows currently shown - rows folded away, hidden or left out are not
part of it.
- A waterfall's running total walks the rows that are on screen.
- See Reference > Defaults for every default.