Add Text to Charts
In Group Visualization, you can add content to group structure charts to provide additional information.
Note
This option is available to clients with a Professional or Enterprise package. Contact your Customer Success Manager to learn more.
Use the Chart Text menu to add notes, bulleted lists, a footer, or a company logo to the chart.
Use the Entity note option in the Chart Text menu to add notes to selected entities within the chart.
The export format determines the types of content included in the exported file. The Export as PowerPoint option only supports the export of bulleted lists and notes in the chart legend. Any logo that you upload or footer that you create is excluded from this type of export. The notes and logos that you enter or upload in Chart Text can be exported to the chart legend in all other export options.
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Run a group structure and select Visualisation.
For more information, go to Run a group structure.
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Select Chart Text
from the top right toolbar to open the Chart Text panel. -
In the Chart Text panel, customise the group structure chart:
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To add text to the side of the exported chart, go to Add chart text and select Bulleted list or Note.
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To add text that applies to selected entities in the chart, go to Add chart text and select Entity note.
- To customise entity note ordering, select an option from Choose entity notes character style.
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To add a footer to all pages in the exported file, go to Add chart text and select Footer.
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To edit the header of the exported file, select the Edit icon next to Title.
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To add a logo to the header in the exported file, from Add chart text, select Logo, or select the Edit icon next to Title.
Note
You can upload a company logo with a maximum size of 1 MB in JPEG or PNG format. The logo is visible in the top left on the cover page and in the top right on other pages in the output.
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On the Edit page of the respective option, add the content and select the chart or the entity to apply the content to.
For entity notes, chart notes, and bulleted lists, you can use the Show note name option to include the name of the item in the exported chart.
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Select Save at the top of the edit panel.
The text you saved is listed on the Chart Text panel. Use the switch at the bottom of the Chart Text panel to see a preview of the texts in the list.
What's next?
You can save the chart texts you create for later use for yourself and also share them with others. To learn more, go to Save and Share Settings.
To share the chart with others on your team or print it out for a meeting, use the export option that best fits your needs. When you export the chart, any chart text you added displays below the legend if one is included or if no legend is included, where the legend is supposed to display. Refer to the topics on how to create exports.
