Tutorial 2: Formatting and Printing Charts
In this tutorial, you will learn how to create the following chart. To create
this chart you will have to define an additional field (beyond name and title)
and you will also need to use box and chart formatting options.
Opening Existing Charts
To save time you will open an existing unformatted chart.
1. Select Open from the File menu. The Open dialog box is displayed:
2. Select the file Tutorial2.opx and then click Open.
Note: If the My Charts directory is not shown, click on the My Documents icon on
the left side of the dialog box and then double-click on the My Charts folder.
Formatting Boxes
You can format any box in a chart.
3. Using the Select tool, select the box containing Chris Philips.
4. Select Box Properties from the Format menu.
5. Make sure the colour and Lines tab is selected. Select the Fill colour and
Border Style shown below, and then click OK.
6. Select the executive team by double-clicking on any of the Level 2 boxes.
7. Select Box Properties from the Format menu.
8. Make sure the colour and Lines tab is selected. Select the Box Shape, colour
and Border style as shown below, and then click OK.
9. Now, try to set the format for Corinne Spear to match the format shown below.
Adding Fields
You can add additional fields to your charts at any time. In this exercise you
will add an Org Unit field.
10. Select Define Fields from the Data menu.
11. Click Add to add a new field.
12. Type Org Unit.
13. Click OK. You will be prompted to add the new field to all boxes.
14. Click No. You want to only display the new field in the boxes representing
the executive team.
Displaying Fields
In order to show the Org Unit field in the executive team's boxes, you will use
the Layout tab in the Box Properties dialog box.
15. Select the executive team by double-clicking on any of the Level 2 boxes.
16. Select Box Properties from the Format menu.
17. Select the Layout tab.
18. Drag the Org Unit field to just below the Title field. Wait until you see the symbol before releasing the mouse button.
Note: If you want to remove a field from a box, drag the field out of the box
(shown in the Layout tab) and back into the field list.
19. Select the Line tool
.
20. Position the cursor between the Title and Org Unit rows. The cursor changes
to a symbol. Click to place the line.
21. Click OK. Notice that the Org Unit field is added to the selected boxes.
22. Type the Org Unit field in each box as follows:
Adding Chart Titles
Each chart contains a Title area.
23. Highlight the chart title, Tutorial 2.
24. Use the Font toolbar to set font, font size, font style, and font colour.
Select the settings shown below.
Printing Charts
You must have a configured local or network printer in order to perform this
step.
25. Select Print from the File menu to display the Print dialog box.
26. Click OK to print.
Congratulations! You have completed Tutorial 2.
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