At the top right of all chart cells, you will see two buttons (although they can be configured to not show).
The first button will display the chart in full screen mode and the second opens a chart tools menu with additional options.
The icons in the chart tools menu are explained in more detail in the following table.
Icon | Meaning |
|---|---|
 | Drill up to the top level of the chart |
 | Drill up one level of a chart |
 | Display the chart in full screen mode |
 | Refresh the chart |
 | Close the Chart Tools menu |
 | Opens the chart information panel, this will show the name of the chart used, the Data Source that the chart was built from and the category that the chart belongs to along with notifications about any filters and whether the chart contains any drill down levels |
 | Scheduler button, this will only be displayed if your licence permits it |
 | Edit chart – opens the Edit chart screens |
 | Used to create a temporary filter on the selected chart |
 | Create a new chart |
 | Splits the current chart cell horizontally |
 | Splits the current chart cell vertically |
 | Removes the current cell – any charts that were in the cell will still be available in the Chart Library |
 | Opens the Chart Library |
 | Used to download data as a .csv file – useful for large data tables |
 | Download the selected chart as a PDF file |
 | Download as an Excel file |
 | Download as a Word document |
 | Download as a PowerPoint file |
The items that are visible in the Chart Tools menu are linked to user privileges, if you can’t see some of these options, they may not be available for the user role that you have been granted.
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