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Using Tally-Up! Graphs

Items on the Top Graph Screen Bar

This is the top of the graph screen, where most of the actions and options are selected


The chart types are selected from the drop-down list on the left.  The Actions button displays a list of things you can do to the chart.  The Styles button displays a menu of styles for marks, legends, and shapes.  The Colors button has several menus that allow you to control the colors of every part of the chart.

Chart Type List

The Chart Type List shows all chart types available for the report. 


 

Actions Menu

Click the Actions button to display this menu.  Some of the items will vary, depending on the type of chart in use.  The items from "Tilt chart" through "Drag Marks" are mutually exclusive.  Only one can be active at a time.  When clicked, dragging the chart will perform the selected action.  Clicking the "Normal Actions" item will turn off the special actions.

"Remove Zero Values" is visible only when the chart has sections with zero values.

"Hole Size" is only for doughnut charts, and "Vary Slice Heights" is for Doughnut and Pie charts.

The "Copy To Clipboard" item copies the chart image to the Windows Clipboard where it can be pasted into Microsoft Word and  many other word processors and graphics programs.

The "Print Chart" item displays a print preview dialog where you can adjust margins, select a printer and print the chart image.

The "Save Chart" item allows you to save the file.  You may save the graph to a Bitmap (BMP) file, a Windows Metafile (WMF) file, or a Tally-Up! Data (DGF) file. The Tally-Up! Data (DGF) file can be read and re-displayed in Tally-Up! from the utility report "Stored Graphs".

Styles Menus-Mark Styles

"Marks" are the little boxes that can appear on or above each chart element when the "Marks" box at the top of the screen is checked.  The menu items above the line are mutually exclusive.  You may check any of these and see the results immediately.  The "Show Symbol" item causes a small symbol the same color as the chart element along with the selected text.

The "Show Other Details" item deserves some explanation.  Charts with many values can sometimes be made easier to understand by "shrinking"  the chart, combining the lower values into one element named "Other".  Checking "Show Other Details" causes the "Other" mark to include the names of all included values.  Click here to learn more.

Styles Menus-Legend Style

The Legend is a text list placed outside the chart area when the "Legend" box at the top of the screen is checked.  It displays the names of each of the chart elements.  The four menu items above the line are mutually exclusive, and determine the legend's placement on the screen.  Check the "Numbers"  item to have a number (1 through n) in the legend and marks

Styles Menus-Bar Shapes

This menu is available only when the chart is a Bar, Stacked Bar, Horizontal Bar, or Stacked Horizontal Bar.  The Bar Shapes menu items are mutually exclusive.  Check one and immediately see the result.  Click here see some samples of  the bar styles

Styles Menus-MultiBar Shapes

This menu is available only when the chart is a Stacked Bar or Stacked Horizontal Bar.  The MultiBar Shapes menu items are mutually exclusive.  Check one and immediately see the result.  The six MultiBar styles can be seen here.

Colors Menus-General Themes

There are seven general themes that affect the look and style of the charts.  Check a menu item and immediately see the result on your chart.

Click here to see screen shots of the seven General Themes.

Colors Menus-Palette Themes

Unlike general themes, which affect the chart elements, legend, marks and background, palette themes apply only to the chart elements (bars, slices, etc).  As before, just check a menu item and immediately see the result of the palette on your chart elements.

Note: Checking the " Colored Legend"  menu item will cause each line in the legend to be the same color as the element they represent.
Colors Menus-Gradient Themes

The Gradient themes affect the background colors of selected chart elements.  You may choose from a list of pre-defined themes or create your own.  The "All Gradients"  menu item paints the panel (background), the legend and marks with the same color scheme, while the "Legend Gradient" item paints the legend only and "Mark Gradient" paints only the marks.

Selecting any of these items causes this sub-menu to appear, and clicking one of these items applies the theme.  "Solid Color" allows you to select the color  of your choice, "Custom" allows you to design your own theme, and "None" erases the gradients.

Note: Checking the " Colored Legend"  menu item will cause each line in the legend to be the same color as the element they represent.


Text Menus

Use this menu to choose which labels and title lines are to appear on the chart.  Some options are not available on some charts.

The "Marks & Legend Case" item allow you to change the case of all marks and legend text with a single click.

Checking the " Colored Legend"  menu item will cause each line in the legend to be the same color as the element they represent.

Items on the Bottom Graph Screen Bar

Unlike the top bar, whose items are visible regardless of the chart type, the bottom bar's items can vary from chart to chart.  In addition,  bottom bar items can change as you select actions or edit some chart features.

This is the basic bar:

These items are always visible.  The box on the left is the message box.   If the action selected in the Actions menu is "Normal Action", the message box will contain information about a chart element as the mouse moves over that element If the action is not "Normal Action" the box will show a notice of the action being taken.  For example, if the selected action is "Move Chart", the message box will display "MOVING: Drag chart to move".   

Check the "Remember settings box" if you want your options to be applied to your charts the next time you use the chart screen.  Clear the box if you want to start with the default settings the next time.

Clicking the Edit button brings up a simple chart editor where you can set Main, Bottom, and Left Side titles and fonts, set the points per page, and shrink chart elements. 

If you have selected more than one custom report to at one time, The Close button will be replaced with a Cancel button and a Next button

In the case of a chart with many elements, you may find the chart too crowded for comfortable viewing You can click Edit, set the "Points Per Page" to a non-zero number.  This causes the elements to be distributed over several chart pages.  If the chart has been "paged" the bar will have navigator buttons like this:

Clicking on the navigator buttons will cause different chart pages to appear.  By the way, you can print "paged" reports.

If you choose a Pie or Doughnut chart, a "Circle" box and a "Rotate" slider will be placed on the bar:

Check "Circle" to have your chart appear round, or clear "Circle" to display an oval chart.

Drag the "Rotate" slider to cause the chart to spin.

If you are viewing a Doughnut chart, and you select "Hole Size" from the Actions menu, the "Rotate" slider will be replaced with a "Hole %" slider like this:

Drag the "Hole %" slider to change the size of the Doughnut hole.

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