Chart Tools

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

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
	Copy a Chart

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 or permissions you have been granted - check with your administrator if you are having issues with visibility of these options.