Transcript – Introduction to charting

[01 General introduction - what is charting?] 

In this video, we’ll introduce you to a few of the main elements of charting before going into more detail in the next steps of the curriculum. When it comes to charting, two things are important to our users:
the first is being able to clearly and persuasively present data,
and the second is being able to create these presentations quickly.
Some of the features that contribute towards these aims are intuitive point and click editing, a variety of chart styles to choose from, and customized style sheets, just to name a few. All in all, you’re saving time and getting your point across effectively.

[02 "Point and click" approach] 

Point and click functions on the principle that any element of a chart you click on will activate the editing options for that element, in the command bar above. As you can see, when we click on the chart heading the presentation properties tab becomes active – here - and any changes made are instantly applied.

[03 Alternate scale and date range intro] 

Besides adjusting the more cosmetic chart properties like color or font, you can easily modify properties such as scale and date range on the axes.

[04 Adding an alternate scale and date] 

The same point and click principle applies, whether you’re adding an alternate scale or changing the date range.

[05 Additional chart modifications – adding horizontal line] 

Besides the fundamental formatting options you also have the option to emphasize certain aspects of a chart. For example to draw attention to specific points you can add text annotations, markers or labels. For this chart, we might like to add a horizontal line at a specified value, you can do it manually, or just specify the precise position, here.

[06 Graph layout] 

Now let’s look at the presentation styles I mentioned before, you’ll find them in the graph layout options. There are numerous reasons to make these changes of course, but in this case the chart might just be more impactful if we apply an area graph style for Industrial production, for example. Not bad, but it would be better if the graph line for ISM PMI weren’t partially hidden. So we’ll just fix that by adjusting the order. As you can see, the tools have been designed to be very intuitive to use.

[07 Fill range] 

Let’s take a look at one last feature that will help you highlight a particular angle in a data – in this case recession bands will work nicely.

[08 Final comments] 

This video should give you a good understanding of the logic of charting in the application, and an overview of some of the main features you can make use of. For more detailed coverage of the available tools, as well as step by step guide and tutorials have a look at the next stages of the curriculum.