Category: Charting

Working with series

How adding series works?

By default, when you add a series to a document, the series is automatically visualized in your chart(s). See below how to switch this off.

How to stop series from being added to a chart?

  1. Click on the background of the chart
  2. Select the Presentation properties tab
  3. Click on the More button in the Chart elements group
  4. Click on 'Include new series automatically' to deselect the setting

As you can see, this setting is chart specific. That way you can continue to create new charts without having to manually add the series to them. Just make sure to switch off the settings every time you finish a chart if you want to keep adding series to your document.

How to add series back to a chart when it disappeared?

If the time series are still in available in the document, they can easily be added to the chart. Go to your chart, right-click on it and choose Graph layout (or use Ctrl+L). Drag the series you lost to the right side of the window to bring them back into the chart.

How to change series description?

While on Series list double-click on a Description. Type in new text and leave the cell.

You can also mark the description and select Presentation properties > Description > Edit. Next to Edit button you will see a menu where you can select other options.

Working with panes

How panes work?

In the Graph Layout options, you’ll find a button that allows you to add additional panes to a chart. Panes divide chart area into smaller units but with one legend.

Additional panes are useful for:

  • presenting multiple time series clearly, in a single chart
  • presenting time series on more than two different scales
  • presenting partly overlapping series in a clearer way

How to add a pane?

  1. Open the Graph layout dialog
  2. Click on the 'Add pane' button
  3. Drag-and-drop the time series, below the new pane section

There is no limit to the number of panes you can add. All panes, except the first one can be deleted.

Instead of adding panes one by one, you can select from various predefined layout in the Graph Layout window. That way the chosen number of panes will automatically be added to the document. At this point you can drag and drop series into the correct pane.

How to change pane layout?

Once you have your panes in place, this feature can also be used to quickly adjust the proportional size of the panes by selecting a different layout option. Of course, you can always adjust the size of the panes by manually dragging the border.

Style sheet

Overview

Creating a style sheet is not difficult to do, but it can take a bit of time. You can always reach out to your account manager if you’d like help setting up a style sheet.

In 1.28 we have introduced Variables tab with which you can apply same color/setting to elements in all chart types.

Creating style sheet

Create new

To create a new style sheet, open the Style sheets activity tab and click the ' + ' sign.

See here pre-1.28 version view

Graphic's settings

There is a tab for each chart type where you can click and edit elements similarly to how you would in a chart in Analytics. Click on an element and see available options.

You can do it for each chart type separately. Since version 1.28 there's also Variable tab with which you can control same elements in all chart types.

See here pre-1.28 version view

Variables

This feature is available in Macrobond 1.28 and later.

To help manage graphical elements we have added Variables tab. Changing element here will change same element in all chart types.

Of course you can exclude any element from being connected to Variables setting.

To add more elements to the Variables list click on 'Add:' line or see under More dropdown.

Saving style sheet

Once the charts look how you want them to, you can save the new style sheet by clicking Ctrl + S. You can also open the File menu and select 'Save as'. While saving a style sheet, you can also decide to define it as default for any new chart.

You can share a style sheet with your colleagues by saving it in Department or Company Account.

See here pre-1.28 version view

Saving custom style as style sheet

To move current style to editor, select in upper menu Style sheet > Open in style sheet editor. This will copy the current settings from the chart to the style sheet. Note, custom colors for lines won't be passed.

For settings in Bar charts, which may have several different configurations within the same chart, like separators between columns and graph area settings, the first relevant column will be used. Graph styles will be copied from the first eight graphs.

Editing style sheet

To see your style sheets:

  • go to File in upper menu and select Open.
  • use keys Ctrl+O.
  • click on an open document icon.Click on one and press 'OK'.

Applying style sheet

To apply the style sheet in the Analytics activity, make sure that the chart you would like to change is selected in the analysis tree. Then, open the style sheet main menu at the top and select the name of the style sheet you would like to apply. If it's not there press 'Select chart style sheet' to see all style sheets saved on different accounts.

Set as default

You can set your style sheet to appear on each newly created document. Go to any chart, open the style sheet main menu at the top and press Select chart style sheet. In new window select a style sheet and mark at the bottom 'Use as default for new charts'.

Sharing style sheet

Save your style sheet on Department or Company account and whoever has access to those directories can use them too.

You can also send style sheet directly to your colleague. If you save style sheet to 'My computer' it will save it on your machine in mbndt format. To find its directory open Windows' File Explorer and type in directory field:
%appdata%\..\Local\Macrobond Financial\Stylesheets

Your colleague can then open Windows' File Explorer, type in directory field:
%appdata%\..\Local\Macrobond Financial\Stylesheets
and copy there mbndt file you have sent. New style sheet will appear under 'My computer'.

Charting

The selection of the materials in this section highlight the most essential tools and options of creating charts in Macrobond application. For useful shortcuts see: Keyboard shortcuts.